UPAR vs. BBAX ETF Comparison
Comparison of UPAR Ultra Risk Parity ETF (UPAR) to JPMorgan BetaBuilders Developed Asia-ex Japan ETF (BBAX)
UPAR
UPAR Ultra Risk Parity ETF
UPAR Description
UPAR Ultra Risk Parity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund invests in public equity, fixed income and commodity markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests directly and through derivatives in U.S. treasury inflation protected securities and U.S. treasury securities of varying maturities. For its commodity portion, it invests directly and through other funds in gold. UPAR Ultra Risk Parity ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$14.85
Average Daily Volume
21,535
37
BBAX
JPMorgan BetaBuilders Developed Asia-ex Japan ETF
BBAX Description
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar® Developed Asia Pacific ex-Japan Target Market Exposure IndexSM. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index targets 85% of the stocks traded on the primary exchanges in each country or region by market capitalization, and primarily includes large- and mid-capitalization companies.Grade (RS Rating)
Last Trade
$53.62
Average Daily Volume
202,238
3
Performance
| Period | UPAR | BBAX |
|---|---|---|
| 30 Days | 4.61% | 7.26% |
| 60 Days | 6.99% | 11.49% |
| 90 Days | 9.95% | 11.95% |
| 12 Months | 33.99% | 29.78% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UPAR | Weight in BBAX | Overlap | |
|---|---|---|---|---|---|
| BHP | B | 1.5% | 8.11% | 1.5% |
UPAR Overweight 36 Positions Relative to BBAX
| Symbol | Grade | Weight | |
|---|---|---|---|
| GLDM | A | 14.24% | |
| VXF | B | 3.3% | |
| DE | A | 1.69% | |
| XOM | A | 1.67% | |
| RIO | A | 1.16% | |
| CVX | B | 0.91% | |
| SCCO | B | 0.9% | |
| FCX | B | 0.72% | |
| CTVA | A | 0.57% | |
| TTE | B | 0.54% | |
| VALE | B | 0.52% | |
| FSLR | C | 0.43% | |
| COP | D | 0.41% | |
| ECL | B | 0.36% | |
| BP | F | 0.29% | |
| EQNR | D | 0.24% | |
| ENPH | D | 0.24% | |
| EOG | B | 0.23% | |
| CF | A | 0.22% | |
| CNH | B | 0.21% | |
| XYL | C | 0.17% | |
| E | B | 0.16% | |
| SQM | D | 0.15% | |
| OXY | F | 0.14% | |
| HES | D | 0.13% | |
| AWK | B | 0.13% | |
| TTC | D | 0.13% | |
| MOS | D | 0.12% | |
| FMC | B | 0.12% | |
| FANG | D | 0.1% | |
| IEX | D | 0.09% | |
| AGCO | D | 0.09% | |
| DVN | F | 0.08% | |
| EC | F | 0.07% | |
| EQT | B | 0.07% | |
| CTRA | D | 0.05% |
UPAR: Top Represented Industries & Keywords
BBAX: Top Represented Industries & Keywords
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