UPAR vs. QVOY ETF Comparison
Comparison of UPAR Ultra Risk Parity ETF (UPAR) to Q3 All-Season Active Rotation ETF (QVOY)
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
$14.93
Average Daily Volume
21,764
37
QVOY
Q3 All-Season Active Rotation ETF
QVOY Description
Under normal circumstances, the fund will invest primarily in shares of other investment companies, including exchange-traded funds ("ETFs"), open-end mutual funds, and closed-end funds across four category "sleeves": core equity, active equity, bonds, and alternatives. The fund may indirectly invest in equity securities of all capitalization ranges and in debt securities of all credit qualities.Grade (RS Rating)
Last Trade
$28.07
Average Daily Volume
15,861
10
Performance
| Period | UPAR | QVOY |
|---|---|---|
| 30 Days | 4.67% | 1.07% |
| 60 Days | 7.05% | 4.54% |
| 90 Days | 10.01% | -0.05% |
| 12 Months | 30.32% | 3.99% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UPAR | Weight in QVOY | Overlap | |
|---|---|---|---|---|---|
| GLDM | A | 14.28% | 4.09% | 4.09% |
UPAR Overweight 36 Positions Relative to QVOY
| Symbol | Grade | Weight | |
|---|---|---|---|
| VXF | B | 3.35% | |
| XOM | B | 1.69% | |
| DE | A | 1.67% | |
| BHP | B | 1.32% | |
| RIO | A | 1.05% | |
| CVX | D | 0.92% | |
| SCCO | B | 0.79% | |
| FCX | B | 0.63% | |
| TTE | D | 0.58% | |
| CTVA | B | 0.57% | |
| VALE | C | 0.47% | |
| COP | D | 0.43% | |
| FSLR | C | 0.41% | |
| ECL | A | 0.36% | |
| BP | F | 0.31% | |
| ENPH | D | 0.25% | |
| EOG | D | 0.24% | |
| EQNR | D | 0.24% | |
| CF | A | 0.21% | |
| CNH | C | 0.2% | |
| XYL | B | 0.17% | |
| E | D | 0.17% | |
| OXY | F | 0.15% | |
| SQM | D | 0.14% | |
| TTC | D | 0.13% | |
| HES | D | 0.13% | |
| AWK | C | 0.13% | |
| FMC | B | 0.12% | |
| FANG | F | 0.11% | |
| MOS | F | 0.11% | |
| AGCO | D | 0.09% | |
| IEX | D | 0.09% | |
| DVN | F | 0.08% | |
| EC | F | 0.07% | |
| EQT | C | 0.07% | |
| CTRA | D | 0.05% |
UPAR: Top Represented Industries & Keywords
QVOY: Top Represented Industries & Keywords
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