TWIO vs. SPVM ETF Comparison
Comparison of Trajan Wealth Income Opportunities ETF (TWIO) to Invesco S&P 500 Value with Momentum ETF (SPVM)
TWIO
Trajan Wealth Income Opportunities ETF
TWIO Description
Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is an exchange traded fund launched and managed by OBP Capital, LLC. The fund is co-managed by Trajan Wealth, LLC. It invests in the public equity and fixed income markets of the United States. For it equity portion, the fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies operating across diversified market capitalization. For its fixed income, the fund primarily invests in preferred securities and income producing fixed income securities with varying maturities. The fund employs fundamental analysis with bottom-up and top-down securities picking approach to create its portfolio. Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$9.26
Average Daily Volume
7,238
17
SPVM
Invesco S&P 500 Value with Momentum ETF
SPVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest value and momentum scores.Grade (RS Rating)
Last Trade
$61.07
Average Daily Volume
1,229
99
Performance
| Period | TWIO | SPVM |
|---|---|---|
| 30 Days | -1.02% | 1.93% |
| 60 Days | -2.06% | 4.73% |
| 90 Days | 0.65% | 8.44% |
| 12 Months | 12.42% | 27.13% |
TWIO Underweight 95 Positions Relative to SPVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| GM | B | -2.4% | |
| SYF | B | -1.84% | |
| MTB | A | -1.74% | |
| DAL | A | -1.71% | |
| COF | B | -1.6% | |
| CINF | A | -1.57% | |
| VLO | C | -1.55% | |
| BG | D | -1.49% | |
| KR | B | -1.44% | |
| L | A | -1.4% | |
| STT | B | -1.38% | |
| HBAN | B | -1.37% | |
| PSX | C | -1.35% | |
| AIZ | A | -1.35% | |
| HPE | B | -1.33% | |
| MPC | D | -1.31% | |
| KEY | B | -1.25% | |
| JBL | C | -1.23% | |
| BK | B | -1.19% | |
| WFC | A | -1.19% | |
| USB | B | -1.18% | |
| PNC | B | -1.18% | |
| STLD | B | -1.16% | |
| FITB | B | -1.15% | |
| FDX | B | -1.12% | |
| BBY | D | -1.12% | |
| DHI | D | -1.11% | |
| LEN | D | -1.09% | |
| PRU | B | -1.08% | |
| NRG | B | -1.08% | |
| HIG | B | -1.07% | |
| BAC | A | -1.07% | |
| AFL | C | -1.06% | |
| PHM | D | -1.06% | |
| VTRS | A | -1.05% | |
| EMR | A | -1.04% | |
| KMI | A | -1.03% | |
| TRV | A | -1.02% | |
| BRK.A | B | -1.01% | |
| COR | B | -1.01% | |
| MET | A | -1.01% | |
| ACGL | D | -1.0% | |
| CAH | B | -0.98% | |
| CBRE | B | -0.98% | |
| BKR | B | -0.97% | |
| GS | B | -0.97% | |
| UHS | D | -0.96% | |
| MCK | A | -0.96% | |
| JPM | A | -0.96% | |
| NUE | D | -0.96% | |
| MOH | F | -0.94% | |
| MRO | A | -0.93% | |
| SW | A | -0.93% | |
| CI | D | -0.93% | |
| CB | C | -0.92% | |
| RJF | A | -0.92% | |
| BALL | D | -0.91% | |
| EOG | A | -0.9% | |
| ATO | A | -0.89% | |
| CCL | A | -0.87% | |
| NCLH | B | -0.86% | |
| BLDR | D | -0.86% | |
| ALL | A | -0.85% | |
| IP | A | -0.84% | |
| SNA | B | -0.83% | |
| OMC | C | -0.83% | |
| PCAR | C | -0.83% | |
| CTSH | C | -0.83% | |
| EMN | D | -0.82% | |
| WRB | B | -0.79% | |
| CMI | A | -0.77% | |
| EBAY | D | -0.77% | |
| LYB | F | -0.76% | |
| EQT | A | -0.75% | |
| OKE | A | -0.74% | |
| FANG | D | -0.72% | |
| WMT | A | -0.72% | |
| DGX | A | -0.71% | |
| HII | F | -0.71% | |
| TXT | D | -0.7% | |
| LH | B | -0.7% | |
| BXP | D | -0.69% | |
| COP | B | -0.67% | |
| DUK | C | -0.66% | |
| HST | D | -0.65% | |
| HAL | C | -0.64% | |
| SWK | F | -0.64% | |
| CTRA | B | -0.64% | |
| J | D | -0.64% | |
| PEG | C | -0.61% | |
| ELV | F | -0.6% | |
| DVA | C | -0.6% | |
| DOW | F | -0.53% | |
| CE | F | -0.51% | |
| SWKS | F | -0.48% |
TWIO: Top Represented Industries & Keywords
SPVM: Top Represented Industries & Keywords
Compare ETFs
