UPAR vs. ROAM ETF Comparison
Comparison of UPAR Ultra Risk Parity ETF (UPAR) to Lattice Emerging Markets Strategy ETF (ROAM)
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
19,368
37
ROAM
Lattice Emerging Markets Strategy ETF
ROAM Description
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Lattice Risk-Optimized Advancing Markets Strategy Index (LROAMX). The fund generally invests at least 80 percent of its assets in securities of the index and in depositary receipts representing securities of the index. The index is designed to balance risks and opportunities within equity markets of emerging economies while emphasizing constituents exhibiting a favorable combination of factor characteristics.Grade (RS Rating)
Last Trade
$24.74
Average Daily Volume
5,997
23
Performance
| Period | UPAR | ROAM |
|---|---|---|
| 30 Days | 2.51% | 0.50% |
| 60 Days | 7.17% | 2.60% |
| 90 Days | 7.73% | 2.55% |
| 12 Months | 18.15% | 21.22% |
UPAR Overweight 35 Positions Relative to ROAM
| Symbol | Grade | Weight | |
|---|---|---|---|
| GLDM | B | 14.16% | |
| VXF | B | 3.26% | |
| XOM | C | 1.65% | |
| DE | B | 1.61% | |
| BHP | D | 1.34% | |
| RIO | D | 1.04% | |
| CVX | D | 0.9% | |
| SCCO | D | 0.76% | |
| FCX | D | 0.6% | |
| TTE | D | 0.57% | |
| CTVA | B | 0.56% | |
| FSLR | C | 0.41% | |
| COP | D | 0.41% | |
| ECL | B | 0.36% | |
| BP | D | 0.3% | |
| EQNR | F | 0.24% | |
| EOG | D | 0.23% | |
| ENPH | D | 0.23% | |
| CF | C | 0.21% | |
| CNH | D | 0.19% | |
| E | C | 0.17% | |
| XYL | D | 0.17% | |
| OXY | F | 0.15% | |
| AWK | B | 0.14% | |
| HES | F | 0.13% | |
| TTC | D | 0.13% | |
| FMC | C | 0.12% | |
| FANG | D | 0.11% | |
| MOS | F | 0.11% | |
| DVN | F | 0.08% | |
| AGCO | D | 0.08% | |
| IEX | D | 0.08% | |
| EQT | D | 0.07% | |
| EC | F | 0.07% | |
| CTRA | F | 0.05% |
UPAR Underweight 21 Positions Relative to ROAM
UPAR: Top Represented Industries & Keywords
ROAM: Top Represented Industries & Keywords
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