WLTG vs. IDMO ETF Comparison
Comparison of WealthTrust DBS Long Term Growth ETF (WLTG) to PowerShares S&P International Developed Momentum Portfolio (IDMO)
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.
Grade (RS Rating)
Last Trade
$28.24
Average Daily Volume
3,473
36
IDMO
PowerShares S&P International Developed Momentum Portfolio
IDMO Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P Momentum Developed ex-U.S. & South Korea LargeMidCap IndexTM. The fund will invest at least 90% of its total assets in the securities of companies that comprise the underlying index. The index is composed of stocks that represent the top 85% of float-adjusted market capitalization companies in each developed country (excluding the United States and South Korea) represented in that index. It is non-diversified.Grade (RS Rating)
Last Trade
$41.66
Average Daily Volume
39,570
12
Performance
| Period | WLTG | IDMO |
|---|---|---|
| 30 Days | 0.85% | -1.30% |
| 60 Days | 2.72% | 0.24% |
| 90 Days | 2.33% | 2.82% |
| 12 Months | 30.08% | 23.26% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WLTG | Weight in IDMO | Overlap | |
|---|---|---|---|---|---|
| HMC | D | 1.25% | 1.12% | 1.12% |
WLTG Overweight 35 Positions Relative to IDMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| QQQ | C | 11.45% | |
| RSP | B | 6.84% | |
| META | A | 5.06% | |
| AMZN | C | 4.86% | |
| LLY | C | 4.25% | |
| AAPL | D | 3.25% | |
| NFLX | B | 3.18% | |
| NVDA | D | 2.87% | |
| GOOGL | D | 2.76% | |
| IWB | B | 2.54% | |
| LNG | D | 2.5% | |
| COST | C | 2.47% | |
| MSFT | C | 2.36% | |
| RCL | B | 2.3% | |
| TSN | C | 2.2% | |
| PGR | A | 1.8% | |
| EG | B | 1.77% | |
| PHM | B | 1.64% | |
| IBKR | B | 1.59% | |
| BLDR | C | 1.59% | |
| VRT | C | 1.56% | |
| RTX | C | 1.56% | |
| LHX | D | 1.54% | |
| REGN | C | 1.53% | |
| EME | B | 1.48% | |
| LEN | B | 1.47% | |
| CAT | C | 1.44% | |
| VRTX | D | 1.4% | |
| V | B | 1.38% | |
| FANG | D | 1.35% | |
| SKX | C | 1.32% | |
| AMAT | D | 1.2% | |
| TSM | D | 1.13% | |
| LDOS | C | 1.03% | |
| ARM | D | 0.87% |
WLTG: Top Represented Industries & Keywords
IDMO: Top Represented Industries & Keywords
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