UPAR vs. TMFC ETF Comparison
Comparison of UPAR Ultra Risk Parity ETF (UPAR) to Motley Fool 100 Index ETF (TMFC)
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
37
TMFC
Motley Fool 100 Index ETF
TMFC Description
The investment seeks investment results that correspond (before fees and expenses) generally to the total return performance of the Motley Fool 100 Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index was established by The Motley Fool in 2017 and is a proprietary, rules-based index designed to track the performance of the 100 largest, most liquid U.S. companies that have been recommended by The Motley Fool's analysts and newsletters. The fund is non-diversified.Grade (RS Rating)
Last Trade
$55.87
Average Daily Volume
97,791
100
Performance
| Period | UPAR | TMFC |
|---|---|---|
| 30 Days | 2.51% | 1.62% |
| 60 Days | 7.17% | 3.67% |
| 90 Days | 7.73% | 4.18% |
| 12 Months | 18.15% | 38.93% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UPAR | Weight in TMFC | Overlap | |
|---|---|---|---|---|---|
| ECL | B | 0.36% | 0.34% | 0.34% |
UPAR Overweight 36 Positions Relative to TMFC
| 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% | |
| VALE | D | 0.48% | |
| FSLR | C | 0.41% | |
| COP | D | 0.41% | |
| 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 | C | 0.17% | |
| OXY | F | 0.15% | |
| AWK | B | 0.14% | |
| SQM | D | 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 | D | 0.05% |
UPAR Underweight 99 Positions Relative to TMFC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -9.72% | |
| MSFT | C | -8.58% | |
| NVDA | D | -7.35% | |
| GOOG | D | -5.28% | |
| AMZN | C | -5.24% | |
| META | B | -4.75% | |
| BRK.A | C | -4.72% | |
| LLY | C | -3.44% | |
| TSLA | C | -3.08% | |
| AVGO | C | -2.77% | |
| UNH | C | -2.68% | |
| JPM | D | -2.68% | |
| V | C | -2.64% | |
| MA | B | -2.22% | |
| HD | B | -1.77% | |
| COST | B | -1.72% | |
| NFLX | B | -1.26% | |
| TMUS | C | -1.15% | |
| ADBE | F | -1.07% | |
| CRM | D | -1.01% | |
| AMD | D | -0.95% | |
| NOW | B | -0.87% | |
| AMGN | B | -0.86% | |
| INTU | C | -0.84% | |
| ISRG | B | -0.81% | |
| UNP | C | -0.74% | |
| DIS | D | -0.69% | |
| UBER | C | -0.61% | |
| VRTX | D | -0.59% | |
| AMT | C | -0.55% | |
| PANW | D | -0.54% | |
| BKNG | C | -0.53% | |
| SBUX | C | -0.51% | |
| NKE | D | -0.51% | |
| ANET | B | -0.5% | |
| SCHW | D | -0.49% | |
| HCA | B | -0.48% | |
| GILD | B | -0.48% | |
| SHW | B | -0.45% | |
| ICE | C | -0.44% | |
| LRCX | F | -0.42% | |
| MCO | B | -0.42% | |
| BMY | C | -0.41% | |
| CTAS | B | -0.4% | |
| WM | D | -0.4% | |
| EQIX | C | -0.39% | |
| CME | C | -0.38% | |
| TDG | B | -0.35% | |
| FDX | C | -0.34% | |
| BDX | D | -0.34% | |
| MMM | B | -0.34% | |
| CVS | D | -0.34% | |
| CMG | C | -0.33% | |
| WDAY | D | -0.31% | |
| MAR | C | -0.31% | |
| ABNB | D | -0.31% | |
| PYPL | B | -0.31% | |
| MCK | F | -0.31% | |
| SNPS | D | -0.3% | |
| AFL | C | -0.3% | |
| ROP | C | -0.29% | |
| TFC | C | -0.27% | |
| ADSK | C | -0.27% | |
| FTNT | C | -0.26% | |
| CRWD | D | -0.25% | |
| MNST | D | -0.25% | |
| CCI | C | -0.24% | |
| DASH | C | -0.23% | |
| CPRT | D | -0.23% | |
| TTD | B | -0.22% | |
| KMI | B | -0.21% | |
| DLR | B | -0.2% | |
| CMI | C | -0.19% | |
| ODFL | D | -0.19% | |
| NDAQ | A | -0.19% | |
| FICO | B | -0.19% | |
| IDXX | C | -0.18% | |
| EA | D | -0.18% | |
| CPNG | B | -0.18% | |
| RMD | C | -0.17% | |
| IT | B | -0.17% | |
| CTSH | C | -0.17% | |
| SQ | D | -0.16% | |
| GLW | C | -0.16% | |
| VEEV | C | -0.16% | |
| DDOG | D | -0.16% | |
| CSGP | D | -0.15% | |
| EBAY | B | -0.14% | |
| BIIB | F | -0.13% | |
| RBLX | B | -0.12% | |
| MRNA | F | -0.12% | |
| DXCM | F | -0.11% | |
| ZS | F | -0.1% | |
| ILMN | C | -0.09% | |
| MDB | D | -0.09% | |
| ZM | C | -0.09% | |
| ALGN | D | -0.08% | |
| SNOW | F | -0.08% | |
| WBD | D | -0.08% |
UPAR: Top Represented Industries & Keywords
TMFC: Top Represented Industries & Keywords
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