WUGI vs. MCDS ETF Comparison
Comparison of Esoterica NextG Economy ETF (WUGI) to JPMorgan Fundamental Data Science Mid Core ETF (MCDS)
WUGI
Esoterica NextG Economy ETF
WUGI Description
The investment seeks capital appreciation. The fund is an actively-managed ETF that will invest, under normal circumstances, at least 80% of its total assets in domestic and foreign equity securities of companies whose economic fortunes are significantly tied to the fifth generation digital cellular network technology (5G) enabled digital economy, including companies involved in the production of 5G technology and companies that may benefit from the use of 5G. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$74.14
Average Daily Volume
2,377
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
MCDS
JPMorgan Fundamental Data Science Mid Core ETF
MCDS Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.Grade (RS Rating)
Last Trade
$60.16
Average Daily Volume
50
Number of Holdings
*
139
* may have additional holdings in another (foreign) market
Performance
| Period | WUGI | MCDS |
|---|---|---|
| 30 Days | 1.02% | 8.28% |
| 60 Days | 4.20% | 9.11% |
| 90 Days | 8.91% | 11.84% |
| 12 Months | 53.57% |
WUGI Overweight 21 Positions Relative to MCDS
WUGI Underweight 135 Positions Relative to MCDS
| Symbol | Grade | Weight | |
|---|---|---|---|
| RJF | A | -1.6% | |
| FIS | D | -1.49% | |
| HWM | B | -1.43% | |
| WMB | B | -1.39% | |
| SQ | B | -1.37% | |
| TTD | B | -1.32% | |
| WEC | A | -1.29% | |
| PWR | A | -1.29% | |
| HEI | B | -1.24% | |
| MTB | B | -1.22% | |
| GRMN | A | -1.16% | |
| HLT | A | -1.13% | |
| SBAC | D | -1.12% | |
| DOV | A | -1.12% | |
| FANG | F | -1.1% | |
| WAB | B | -1.08% | |
| XEL | A | -1.08% | |
| RCL | B | -1.07% | |
| ACGL | D | -1.07% | |
| TYL | A | -1.06% | |
| STT | A | -1.04% | |
| CMS | C | -1.0% | |
| HIG | B | -1.0% | |
| NTRA | B | -0.98% | |
| CAH | B | -0.98% | |
| FHN | B | -0.98% | |
| RF | B | -0.98% | |
| SAIA | C | -0.97% | |
| PCG | B | -0.92% | |
| ZBRA | A | -0.92% | |
| DFS | B | -0.9% | |
| CSL | B | -0.9% | |
| MLM | B | -0.85% | |
| DAL | B | -0.84% | |
| ATR | B | -0.83% | |
| EHC | B | -0.83% | |
| PFGC | A | -0.82% | |
| PKG | B | -0.81% | |
| L | B | -0.81% | |
| AVB | B | -0.81% | |
| SSNC | A | -0.8% | |
| FTI | A | -0.8% | |
| ROST | C | -0.8% | |
| RL | B | -0.79% | |
| REG | B | -0.78% | |
| HPE | B | -0.78% | |
| JBHT | C | -0.78% | |
| CBRE | B | -0.77% | |
| TOL | A | -0.77% | |
| ARES | B | -0.75% | |
| NTRS | A | -0.75% | |
| IT | C | -0.75% | |
| CUBE | D | -0.74% | |
| BJ | B | -0.74% | |
| EXPE | B | -0.73% | |
| ELS | C | -0.73% | |
| AAON | B | -0.72% | |
| MANH | C | -0.72% | |
| MCHP | F | -0.72% | |
| CTSH | B | -0.71% | |
| BAH | F | -0.71% | |
| MAA | B | -0.71% | |
| IQV | F | -0.71% | |
| BURL | B | -0.71% | |
| DGX | B | -0.7% | |
| ZBH | C | -0.7% | |
| BBY | D | -0.7% | |
| DRI | B | -0.69% | |
| IEX | B | -0.69% | |
| CTRA | B | -0.68% | |
| EGP | D | -0.67% | |
| FBIN | D | -0.67% | |
| ENTG | D | -0.67% | |
| NVST | C | -0.67% | |
| EXP | B | -0.66% | |
| EIX | A | -0.66% | |
| LDOS | D | -0.66% | |
| USFD | A | -0.66% | |
| PLTR | B | -0.65% | |
| CHTR | C | -0.65% | |
| RLI | A | -0.64% | |
| AXTA | A | -0.64% | |
| SNX | C | -0.63% | |
| MTD | F | -0.62% | |
| LKQ | D | -0.62% | |
| CNM | D | -0.61% | |
| WST | C | -0.6% | |
| MAS | C | -0.6% | |
| ALNY | D | -0.6% | |
| MSCI | C | -0.59% | |
| WY | D | -0.58% | |
| JAZZ | B | -0.58% | |
| TER | F | -0.54% | |
| CC | C | -0.52% | |
| HSY | F | -0.51% | |
| DOW | F | -0.51% | |
| HUM | C | -0.47% | |
| BBWI | C | -0.47% | |
| NTNX | B | -0.46% | |
| LVS | C | -0.46% | |
| ADM | F | -0.45% | |
| POST | B | -0.44% | |
| REYN | D | -0.43% | |
| ESI | B | -0.43% | |
| AME | A | -0.42% | |
| AGCO | D | -0.4% | |
| BALL | D | -0.39% | |
| REXR | F | -0.39% | |
| ON | C | -0.38% | |
| FCNCA | B | -0.38% | |
| SRPT | F | -0.37% | |
| TPR | A | -0.36% | |
| AJG | A | -0.35% | |
| PRU | A | -0.35% | |
| LPLA | B | -0.34% | |
| PEG | A | -0.32% | |
| LYB | F | -0.32% | |
| LNG | B | -0.3% | |
| CHD | B | -0.28% | |
| HUBB | B | -0.27% | |
| TSCO | C | -0.27% | |
| TDY | B | -0.25% | |
| FITB | B | -0.24% | |
| FICO | B | -0.23% | |
| POOL | C | -0.22% | |
| DXCM | C | -0.21% | |
| AES | F | -0.21% | |
| TW | B | -0.21% | |
| GPC | D | -0.2% | |
| CFLT | B | -0.17% | |
| NCNO | B | -0.17% | |
| APP | B | -0.12% | |
| VKTX | F | -0.12% | |
| PCTY | B | -0.09% | |
| SMCI | D | -0.03% |
WUGI: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Software - Infrastructure
Electronic Gaming & Multimedia
Internet Content & Information
Education & Training Services
Real Estate Services
Semiconductor Memory
Specialty Retail
Keywords:
Computing
Nasdaq 100
S&P 500
Work From Home
Cloud Infrastructure
Hyperscale
Semiconductor
Smartphones
Software
Software As A Service
Software Development
Sql
Business Intelligence
Cloud Computing
Deep Learning
Dow Jones Component
Information Technology Management
Integrated Circuits
Internet Access
Mobile Devices
MCDS: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Regional - US
Diagnostics & Research
Software - Infrastructure
Utilities - Regulated Electric
Biotechnology
Building Materials
Capital Markets
Diversified Industrials
Packaging & Containers
Specialty Chemicals
Specialty Retail
Asset Management
Business Services
Information Technology Services
Leisure
REIT - Industrial
REIT - Residential
Apparel Stores
Food Distribution
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