UPAR vs. EFIV ETF Comparison
Comparison of UPAR Ultra Risk Parity ETF (UPAR) to SPDR S&P 500 ESG ETF (EFIV)
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
$14.75
Average Daily Volume
19,370
Number of Holdings
*
37
* may have additional holdings in another (foreign) market
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$55.35
Average Daily Volume
126,970
Number of Holdings
*
316
* may have additional holdings in another (foreign) market
Performance
| Period | UPAR | EFIV |
|---|---|---|
| 30 Days | 2.51% | 1.58% |
| 60 Days | 7.17% | 2.96% |
| 90 Days | 7.73% | 4.08% |
| 12 Months | 18.15% | 29.90% |
17 Overlapping Holdings
| Symbol | Grade | Weight in UPAR | Weight in EFIV | Overlap | |
|---|---|---|---|---|---|
| AWK | B | 0.14% | 0.08% | 0.08% | |
| CF | C | 0.21% | 0.04% | 0.04% | |
| CTVA | B | 0.56% | 0.11% | 0.11% | |
| CVX | D | 0.9% | 0.71% | 0.71% | |
| DE | B | 1.61% | 0.3% | 0.3% | |
| DVN | F | 0.08% | 0.07% | 0.07% | |
| ECL | B | 0.36% | 0.19% | 0.19% | |
| EQT | D | 0.07% | 0.06% | 0.06% | |
| FANG | D | 0.11% | 0.09% | 0.09% | |
| FCX | D | 0.6% | 0.18% | 0.18% | |
| FMC | C | 0.12% | 0.02% | 0.02% | |
| HES | F | 0.13% | 0.1% | 0.1% | |
| IEX | D | 0.08% | 0.04% | 0.04% | |
| MOS | F | 0.11% | 0.02% | 0.02% | |
| OXY | F | 0.15% | 0.1% | 0.1% | |
| XOM | C | 1.65% | 1.48% | 1.48% | |
| XYL | C | 0.17% | 0.09% | 0.09% |
UPAR Overweight 20 Positions Relative to EFIV
UPAR Underweight 299 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -9.5% | |
| MSFT | C | -9.39% | |
| NVDA | D | -8.67% | |
| GOOGL | D | -2.69% | |
| GOOG | D | -2.25% | |
| LLY | C | -2.21% | |
| TSLA | C | -1.89% | |
| JPM | D | -1.75% | |
| UNH | C | -1.6% | |
| V | C | -1.33% | |
| PG | C | -1.21% | |
| MA | B | -1.2% | |
| COST | B | -1.2% | |
| HD | B | -1.1% | |
| WMT | C | -1.01% | |
| ABBV | C | -1.01% | |
| MRK | D | -0.86% | |
| KO | C | -0.82% | |
| ADBE | F | -0.78% | |
| BAC | D | -0.78% | |
| CRM | D | -0.73% | |
| AMD | D | -0.72% | |
| PEP | C | -0.72% | |
| LIN | B | -0.66% | |
| ACN | C | -0.65% | |
| MCD | B | -0.62% | |
| ABT | C | -0.6% | |
| CSCO | C | -0.59% | |
| QCOM | D | -0.55% | |
| GE | B | -0.55% | |
| DHR | B | -0.53% | |
| AMGN | B | -0.52% | |
| NEE | C | -0.51% | |
| PFE | C | -0.49% | |
| SPGI | B | -0.49% | |
| CAT | B | -0.49% | |
| DIS | D | -0.48% | |
| CMCSA | D | -0.46% | |
| T | C | -0.46% | |
| UNP | C | -0.45% | |
| AMAT | D | -0.45% | |
| GS | C | -0.45% | |
| LOW | B | -0.43% | |
| AXP | B | -0.43% | |
| UBER | C | -0.42% | |
| TJX | B | -0.39% | |
| ELV | C | -0.38% | |
| REGN | C | -0.37% | |
| SYK | C | -0.37% | |
| BLK | B | -0.37% | |
| PLD | C | -0.36% | |
| MS | D | -0.36% | |
| ETN | C | -0.36% | |
| BSX | B | -0.36% | |
| CB | B | -0.35% | |
| MDT | C | -0.35% | |
| MMC | C | -0.34% | |
| ADP | B | -0.34% | |
| AMT | C | -0.33% | |
| SBUX | C | -0.33% | |
| C | C | -0.32% | |
| GILD | B | -0.31% | |
| TMUS | C | -0.31% | |
| CI | C | -0.3% | |
| MU | F | -0.29% | |
| LRCX | F | -0.29% | |
| BMY | C | -0.29% | |
| KLAC | D | -0.29% | |
| MDLZ | B | -0.29% | |
| UPS | D | -0.28% | |
| NKE | D | -0.28% | |
| SCHW | D | -0.27% | |
| ICE | C | -0.27% | |
| CL | D | -0.26% | |
| ZTS | C | -0.26% | |
| SHW | B | -0.26% | |
| EQIX | C | -0.25% | |
| TT | B | -0.24% | |
| INTC | F | -0.24% | |
| WM | D | -0.23% | |
| WELL | C | -0.23% | |
| CMG | C | -0.23% | |
| CME | C | -0.23% | |
| PYPL | B | -0.22% | |
| PH | B | -0.22% | |
| MCO | B | -0.22% | |
| AON | B | -0.22% | |
| PNC | B | -0.21% | |
| CTAS | B | -0.21% | |
| CVS | D | -0.21% | |
| ITW | C | -0.2% | |
| BDX | D | -0.2% | |
| USB | B | -0.2% | |
| TGT | C | -0.2% | |
| CARR | B | -0.19% | |
| AJG | D | -0.19% | |
| CSX | D | -0.19% | |
| NEM | B | -0.18% | |
| APD | B | -0.18% | |
| DHI | B | -0.17% | |
| AFL | C | -0.17% | |
| MPC | F | -0.17% | |
| MAR | C | -0.17% | |
| SLB | F | -0.17% | |
| PSA | B | -0.17% | |
| NSC | C | -0.17% | |
| EMR | D | -0.17% | |
| COF | B | -0.16% | |
| GM | C | -0.16% | |
| OKE | B | -0.16% | |
| TRV | C | -0.16% | |
| PSX | F | -0.16% | |
| HLT | B | -0.16% | |
| WMB | B | -0.16% | |
| ADSK | C | -0.16% | |
| TFC | C | -0.16% | |
| PCAR | D | -0.15% | |
| ROST | C | -0.15% | |
| SRE | C | -0.15% | |
| BK | B | -0.15% | |
| DLR | B | -0.15% | |
| MET | B | -0.14% | |
| FIS | B | -0.14% | |
| JCI | B | -0.14% | |
| URI | B | -0.14% | |
| AIG | D | -0.14% | |
| ALL | B | -0.14% | |
| PAYX | C | -0.13% | |
| AMP | A | -0.13% | |
| TEL | D | -0.13% | |
| GWW | B | -0.13% | |
| MSCI | C | -0.13% | |
| VLO | F | -0.13% | |
| PWR | B | -0.12% | |
| HUM | F | -0.12% | |
| RCL | B | -0.12% | |
| CNC | D | -0.12% | |
| A | C | -0.12% | |
| EXC | C | -0.12% | |
| KMI | B | -0.12% | |
| CMI | C | -0.12% | |
| EW | F | -0.12% | |
| IDXX | C | -0.12% | |
| GIS | B | -0.12% | |
| PRU | C | -0.12% | |
| ACGL | C | -0.12% | |
| PEG | B | -0.12% | |
| RSG | D | -0.12% | |
| ED | C | -0.11% | |
| CBRE | A | -0.11% | |
| IR | C | -0.11% | |
| RMD | C | -0.11% | |
| KR | C | -0.11% | |
| OTIS | C | -0.11% | |
| EXR | B | -0.11% | |
| YUM | D | -0.11% | |
| SYY | D | -0.11% | |
| AME | C | -0.11% | |
| KDP | B | -0.11% | |
| VRSK | D | -0.11% | |
| EIX | C | -0.1% | |
| EBAY | B | -0.1% | |
| TRGP | B | -0.1% | |
| AVB | B | -0.1% | |
| BKR | C | -0.1% | |
| IRM | C | -0.1% | |
| HIG | B | -0.1% | |
| DOW | D | -0.1% | |
| EA | D | -0.1% | |
| BIIB | F | -0.09% | |
| PPG | D | -0.09% | |
| HSY | C | -0.09% | |
| WTW | C | -0.09% | |
| WAB | B | -0.09% | |
| ON | D | -0.09% | |
| TSCO | C | -0.09% | |
| NDAQ | A | -0.09% | |
| ROK | D | -0.09% | |
| LULU | D | -0.09% | |
| ADM | D | -0.09% | |
| MTD | D | -0.09% | |
| CSGP | D | -0.09% | |
| DFS | B | -0.09% | |
| FTV | C | -0.08% | |
| SBAC | C | -0.08% | |
| DOV | B | -0.08% | |
| VTR | C | -0.08% | |
| IFF | B | -0.08% | |
| ETR | B | -0.08% | |
| EQR | B | -0.08% | |
| AXON | B | -0.08% | |
| CAH | C | -0.08% | |
| MTB | B | -0.08% | |
| FITB | B | -0.08% | |
| KHC | C | -0.08% | |
| PHM | B | -0.08% | |
| GPN | D | -0.08% | |
| DAL | C | -0.08% | |
| HPQ | D | -0.08% | |
| CPAY | B | -0.07% | |
| WY | C | -0.07% | |
| SW | B | -0.07% | |
| MRNA | F | -0.07% | |
| TROW | D | -0.07% | |
| ES | C | -0.07% | |
| TTWO | C | -0.07% | |
| LYB | D | -0.07% | |
| DECK | C | -0.07% | |
| STT | A | -0.07% | |
| HAL | F | -0.07% | |
| BR | D | -0.07% | |
| WAT | C | -0.06% | |
| SYF | C | -0.06% | |
| HOLX | B | -0.06% | |
| BBY | C | -0.06% | |
| ARE | C | -0.06% | |
| GPC | D | -0.06% | |
| OMC | B | -0.06% | |
| EL | F | -0.06% | |
| BAX | C | -0.06% | |
| RF | B | -0.06% | |
| BALL | C | -0.06% | |
| WDC | D | -0.06% | |
| HBAN | B | -0.06% | |
| MKC | C | -0.06% | |
| HUBB | B | -0.06% | |
| K | B | -0.06% | |
| ZBH | F | -0.06% | |
| RJF | C | -0.06% | |
| HPE | D | -0.06% | |
| CBOE | C | -0.06% | |
| AMCR | B | -0.05% | |
| KIM | C | -0.05% | |
| DOC | C | -0.05% | |
| DGX | B | -0.05% | |
| EG | C | -0.05% | |
| CCL | C | -0.05% | |
| EXPE | C | -0.05% | |
| AVY | C | -0.05% | |
| FDS | C | -0.05% | |
| MAS | B | -0.05% | |
| TSN | C | -0.05% | |
| PFG | B | -0.05% | |
| NTRS | A | -0.05% | |
| ULTA | D | -0.05% | |
| CFG | C | -0.05% | |
| APTV | D | -0.05% | |
| KMX | D | -0.04% | |
| HST | C | -0.04% | |
| ALLE | B | -0.04% | |
| SJM | C | -0.04% | |
| REG | C | -0.04% | |
| JKHY | B | -0.04% | |
| JBHT | D | -0.04% | |
| POOL | C | -0.04% | |
| UDR | C | -0.04% | |
| LVS | D | -0.04% | |
| AKAM | D | -0.04% | |
| SWK | B | -0.04% | |
| KEY | B | -0.04% | |
| CAG | C | -0.04% | |
| PNR | B | -0.04% | |
| FRT | C | -0.03% | |
| GL | C | -0.03% | |
| HAS | B | -0.03% | |
| DAY | D | -0.03% | |
| HRL | C | -0.03% | |
| LW | D | -0.03% | |
| TPR | C | -0.03% | |
| MGM | F | -0.03% | |
| NWSA | D | -0.03% | |
| CPB | C | -0.03% | |
| CRL | F | -0.03% | |
| TAP | D | -0.03% | |
| AIZ | B | -0.03% | |
| MKTX | C | -0.03% | |
| ALB | D | -0.03% | |
| LKQ | F | -0.03% | |
| INCY | C | -0.03% | |
| TFX | C | -0.03% | |
| BXP | B | -0.03% | |
| IPG | C | -0.03% | |
| CHRW | B | -0.03% | |
| BEN | F | -0.02% | |
| BBWI | F | -0.02% | |
| ETSY | F | -0.02% | |
| WBA | F | -0.02% | |
| BIO | C | -0.02% | |
| AAL | D | -0.02% | |
| IVZ | B | -0.02% | |
| WYNN | D | -0.02% | |
| RL | C | -0.02% | |
| BWA | D | -0.02% | |
| MHK | C | -0.02% | |
| CZR | C | -0.02% | |
| NCLH | C | -0.02% | |
| DVA | B | -0.02% | |
| NWS | D | -0.01% | |
| PARA | F | -0.01% |
UPAR: Top Represented Industries & Keywords
EFIV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Drug Manufacturers - Major
Credit Services
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Specialty Retail
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Agricultural Inputs
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