WEEL vs. XNAV ETF Comparison
Comparison of Peerless Option Income Wheel ETF (WEEL) to FundX Aggressive ETF (XNAV)
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
$20.76
Average Daily Volume
3,729
Number of Holdings
*
3
* may have additional holdings in another (foreign) market
XNAV
FundX Aggressive ETF
XNAV Description
FundX Aggressive ETF is an exchange traded fund launched and managed by One Capital Management, LLC. The fund invests in public equity markets of global region. It invests through other funds in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to benchmark the performance of its portfolio against the S&P 500 Index and the Morningstar Global Market Large-Mid Cap Index. The fund employs proprietary research to create its portfolio. FundX Aggressive ETF was formed on July 1, 2002 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$72.14
Average Daily Volume
875
Number of Holdings
*
11
* may have additional holdings in another (foreign) market
Performance
Period | WEEL | XNAV |
---|---|---|
30 Days | 0.51% | 2.95% |
60 Days | 2.26% | 6.54% |
90 Days | 3.68% | 6.35% |
12 Months | 30.68% |
1 Overlapping Holdings
Symbol | Grade | Weight in WEEL | Weight in XNAV | Overlap | |
---|---|---|---|---|---|
SMH | C | 2.97% | 8.91% | 2.97% |
WEEL: Top Represented Industries & Keywords
XNAV: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Stock Market Index
Index Fund
Invesco Powershares
Midcap
Capitalization Weighted Index
Exchange Traded Funds
Fundamental Analysis
Depositary Receipt
Dow Jones U.S. Total Stock Market Index
Fundamentally Based Indexes
Invesco
Investment Trust
Kbw
Nasdaq 100
Nasdaq 100 Index
Nasdaq Composite Index
Real Estate Investment Trust
Russell Midcap Growth Total Return Index