XMVM vs. CARU ETF Comparison
Comparison of Invesco S&P MidCap Value with Momentum ETF (XMVM) to Bank Of Montreal MAX Auto Industry 3x Leveraged ETN (CARU)
XMVM
Invesco S&P MidCap Value with Momentum ETF
XMVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 80 stocks in the S&P MidCap 400® that have the highest “value” and “momentum” scores.
Grade (RS Rating)
Last Trade
$60.90
Average Daily Volume
15,422
79
CARU
Bank Of Montreal MAX Auto Industry 3x Leveraged ETN
CARU Description
CARU is an aggressive and bullish one-day bet on the US auto industry. The fund provides 3x daily leveraged exposure to a modified liquidity-weighted index that includes firms engaged in automobile manufacturing, automobile parts and retail, and car dealing. The index defines the industries based on the North American Industry Classification System (NAICS) and selects US-listed equities, excluding ETPs. The fund gains its international exposure through the use of ADRs, but will specifically exclude issuers organized in Canada or China. As a geared product, CARU is designed as a short-term trading tool and not a long-term investment vehicle. Long-term returns could materially differ from those of the index due to daily compounding. Since the fund uses an ETN structure, investors assume the credit risk of the issuer.Grade (RS Rating)
Last Trade
$29.10
Average Daily Volume
157
20
Performance
| Period | XMVM | CARU |
|---|---|---|
| 30 Days | 9.04% | 38.43% |
| 60 Days | 9.75% | 28.09% |
| 90 Days | 9.47% | 14.74% |
| 12 Months | 33.82% | 87.33% |
XMVM Overweight 76 Positions Relative to CARU
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVT | C | 2.12% | |
| UNM | A | 2.1% | |
| CNX | A | 2.02% | |
| CNO | A | 1.88% | |
| GHC | C | 1.86% | |
| WBS | A | 1.8% | |
| PFGC | B | 1.75% | |
| ARW | D | 1.69% | |
| TMHC | B | 1.69% | |
| PBF | D | 1.68% | |
| PNFP | B | 1.66% | |
| ONB | B | 1.64% | |
| OZK | B | 1.64% | |
| X | C | 1.63% | |
| R | B | 1.6% | |
| DINO | D | 1.6% | |
| FNB | A | 1.54% | |
| CADE | B | 1.52% | |
| SNX | C | 1.51% | |
| UMBF | B | 1.45% | |
| ZION | B | 1.44% | |
| TCBI | B | 1.43% | |
| PPC | C | 1.43% | |
| WTFC | A | 1.41% | |
| JEF | A | 1.4% | |
| JLL | D | 1.38% | |
| HWC | B | 1.37% | |
| ASB | B | 1.35% | |
| KBH | D | 1.34% | |
| THC | D | 1.34% | |
| EWBC | A | 1.34% | |
| CMC | B | 1.33% | |
| USFD | A | 1.33% | |
| MTG | C | 1.33% | |
| JHG | A | 1.3% | |
| THO | B | 1.3% | |
| TOL | B | 1.27% | |
| IBOC | A | 1.26% | |
| ARMK | B | 1.25% | |
| ORI | A | 1.25% | |
| RGA | A | 1.17% | |
| AMG | B | 1.17% | |
| INGR | B | 1.17% | |
| VNO | B | 1.16% | |
| OVV | B | 1.15% | |
| SLM | A | 1.09% | |
| OSK | B | 1.07% | |
| TEX | D | 1.07% | |
| ESNT | D | 1.06% | |
| PVH | C | 1.04% | |
| PK | B | 0.99% | |
| STWD | C | 0.98% | |
| SF | B | 0.98% | |
| FNF | B | 0.98% | |
| DTM | B | 0.97% | |
| FLR | B | 0.97% | |
| TNL | A | 0.94% | |
| POST | C | 0.93% | |
| MTDR | B | 0.92% | |
| ALLY | C | 0.91% | |
| CIVI | D | 0.91% | |
| UFPI | B | 0.87% | |
| PR | B | 0.86% | |
| MUSA | A | 0.86% | |
| RS | B | 0.86% | |
| MUR | D | 0.81% | |
| SWX | B | 0.78% | |
| CHRD | D | 0.78% | |
| SAIC | F | 0.73% | |
| WU | D | 0.7% | |
| ASGN | F | 0.69% | |
| VSH | D | 0.67% | |
| TKR | D | 0.62% | |
| ENS | D | 0.61% | |
| GAP | C | 0.55% | |
| AMKR | D | 0.5% |
XMVM: Top Represented Industries & Keywords
CARU: Top Represented Industries & Keywords
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