WEEL vs. AGOX ETF Comparison
Comparison of Peerless Option Income Wheel ETF (WEEL) to Adaptive Growth Opportunities ETF (AGOX)
WEEL
Peerless Option Income Wheel ETF
WEEL Description
The fund is an actively managed ETF that seeks current income. The fund"s strategy consists of two main components: firstly, investing in a range of sector-specific ETFs and, in some instances, individual securities; and secondly, implementing an option wheel strategy. The fund will primarily invest in different market sectors using sector ETFs. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$20.49
Average Daily Volume
5,058
Number of Holdings
*
4
* may have additional holdings in another (foreign) market
AGOX
Adaptive Growth Opportunities ETF
AGOX Description
The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.Grade (RS Rating)
Last Trade
$29.02
Average Daily Volume
37,866
Number of Holdings
*
76
* may have additional holdings in another (foreign) market
Performance
| Period | WEEL | AGOX |
|---|---|---|
| 30 Days | 3.80% | 4.73% |
| 60 Days | 6.60% | 9.10% |
| 90 Days | 4.07% | 2.39% |
| 12 Months | 29.44% |
WEEL Underweight 74 Positions Relative to AGOX
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | D | -9.22% | |
| AMZN | C | -7.25% | |
| XLC | A | -3.53% | |
| AVGO | B | -2.86% | |
| NVDA | B | -2.53% | |
| HWM | A | -2.03% | |
| AAPL | C | -1.96% | |
| BSX | A | -1.86% | |
| MSFT | D | -1.59% | |
| CRM | B | -1.4% | |
| PGR | B | -1.3% | |
| GE | B | -1.24% | |
| VRTX | D | -1.05% | |
| VRSK | D | -1.04% | |
| DECK | B | -1.04% | |
| KCE | A | -1.02% | |
| VRT | B | -0.98% | |
| FICO | C | -0.95% | |
| CEG | A | -0.88% | |
| NVO | F | -0.87% | |
| BMI | A | -0.86% | |
| GWW | B | -0.86% | |
| APPF | C | -0.84% | |
| TDG | A | -0.83% | |
| REGN | D | -0.82% | |
| CPRT | B | -0.81% | |
| T | B | -0.8% | |
| ETN | B | -0.79% | |
| CRS | B | -0.76% | |
| INTC | D | -0.75% | |
| XAR | A | -0.67% | |
| SNPS | F | -0.66% | |
| MMS | C | -0.65% | |
| SPSC | D | -0.64% | |
| CBOE | B | -0.59% | |
| SMCI | F | -0.54% | |
| ARGT | C | -0.47% | |
| ANF | D | -0.45% | |
| CDNS | D | -0.45% | |
| AMD | C | -0.43% | |
| PTGX | C | -0.42% | |
| IR | A | -0.42% | |
| BKNG | B | -0.39% | |
| AMP | A | -0.38% | |
| MOG.A | C | -0.37% | |
| IESC | A | -0.34% | |
| RJF | B | -0.3% | |
| FSS | D | -0.3% | |
| ECL | C | -0.29% | |
| GRBK | C | -0.29% | |
| TYL | D | -0.28% | |
| TPH | C | -0.28% | |
| AI | D | -0.26% | |
| HUBB | A | -0.25% | |
| MDGL | F | -0.24% | |
| META | A | -0.23% | |
| SWKS | F | -0.22% | |
| BAC | B | -0.21% | |
| AROC | B | -0.2% | |
| WCC | D | -0.2% | |
| MANH | A | -0.2% | |
| WINA | C | -0.2% | |
| SCHW | D | -0.19% | |
| TEX | F | -0.18% | |
| PWR | A | -0.12% | |
| ACLS | F | -0.05% | |
| TSLA | C | -0.05% | |
| SAGE | F | -0.03% | |
| ELF | F | -0.03% | |
| ADI | B | -0.01% | |
| MPC | D | -0.01% | |
| XOM | A | -0.01% | |
| BIO | B | -0.0% | |
| OGIG | A | -0.0% |
WEEL: Top Represented Industries & Keywords
AGOX: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Semiconductors
Specialty Industrial Machinery
Aerospace & Defense
Business Services
Capital Markets
Engineering & Construction
Industrial Distribution
Software - Infrastructure
Specialty Retail
Apparel Stores
Asset Management
Auto & Truck Dealerships
Auto Manufacturers
Banks - Global
Computer Hardware
Conglomerates
Consumer Electronics
Diagnostics & Research
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