WFH vs. RULE ETF Comparison

Comparison of Direxion Work From Home ETF (WFH) to Adaptive Core ETF (RULE)
WFH

Direxion Work From Home ETF

WFH Description

The Direxion Work From Home ETF offers exposure to companies across four technology pillars, allowing investors to gain exposure to those companies that stand to benefit from an increasingly flexible work environment. The four pillars include Cloud Technologies, Cybersecurity, Online Project and Document Management, and Remote Communications. Companies are selected for inclusion in the index by ARTIS, a proprietary natural language processing algorithm, which uses key words to evaluate large volumes of publicly available information, such as annual reports, business descriptions and financial news.

Grade (RS Rating)

Last Trade

$65.49

Average Daily Volume

1,135

Number of Holdings *

40

* may have additional holdings in another (foreign) market
RULE

Adaptive Core ETF

RULE Description Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).

Grade (RS Rating)

Last Trade

$23.41

Average Daily Volume

5,934

Number of Holdings *

35

* may have additional holdings in another (foreign) market
Performance
Period WFH RULE
30 Days 9.50% 6.66%
60 Days 12.26% 7.90%
90 Days 16.37% 7.86%
12 Months 31.85% 22.82%
4 Overlapping Holdings
Symbol Grade Weight in WFH Weight in RULE Overlap
ADBE C 1.89% 1.94% 1.89%
CRM B 2.87% 3.6% 2.87%
FTNT B 2.62% 2.67% 2.62%
IBM C 2.29% 2.35% 2.29%
WFH Overweight 36 Positions Relative to RULE
Symbol Grade Weight
TEAM B 3.3%
HUBS B 3.07%
DOCU B 3.0%
ORCL B 2.96%
CRWD B 2.95%
ZS C 2.79%
PEGA A 2.79%
MRVL B 2.77%
DDOG B 2.72%
NET B 2.7%
NOW A 2.67%
RNG B 2.62%
ATUS C 2.59%
SMAR A 2.58%
S B 2.56%
AMZN B 2.55%
CSCO A 2.53%
ZM B 2.52%
CYBR A 2.5%
PANW B 2.48%
GOOGL C 2.45%
META D 2.41%
MOMO D 2.35%
AVGO D 2.31%
YY C 2.3%
DOCN D 2.28%
NTAP B 2.26%
NTCT B 2.23%
MSFT C 2.22%
VZ B 2.22%
BOX A 2.2%
WDAY C 2.19%
SNX C 2.19%
OKTA C 2.14%
VRNS D 1.98%
XRX F 1.68%
WFH Underweight 31 Positions Relative to RULE
Symbol Grade Weight
BIL A -4.27%
JPST A -4.26%
APO A -3.39%
WMB B -3.07%
EQIX A -3.05%
PCAR B -3.04%
XLG A -3.04%
AON A -3.04%
SPHQ A -3.03%
CAH B -3.0%
VST B -2.96%
INTU C -2.95%
V A -2.95%
IWF A -2.91%
FI A -2.91%
BK A -2.88%
PH A -2.87%
CTAS A -2.84%
GWW A -2.82%
UBER D -2.8%
NFLX B -2.78%
PGR A -2.72%
HD B -2.7%
RMD C -2.65%
FCNCA B -2.59%
URI B -2.57%
GPN C -2.51%
IRM C -2.47%
VRT B -2.41%
PAYX B -2.18%
ARES A -1.81%
Compare ETFs