ZIG vs. BDVG ETF Comparison

Comparison of The Acquirers Fund (ZIG) to IMGP Berkshire Dividend Growth ETF (BDVG)
ZIG

The Acquirers Fund

ZIG Description

The investment seeks capital appreciation. The fund is actively managed and seeks to achieve its investment objective by investing primarily in equity securities (or depositary receipts) of companies in developed markets outside the United States based on the results of a proprietary, quantitative model (the "EquBot Model") developed by the adviser that runs on the Watson™ platform. Its investment adviser is a technology based company focused on applying artificial intelligence ("AI") based solutions to investment analyses. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$39.71

Average Daily Volume

3,710

Number of Holdings *

30

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

IMGP Berkshire Dividend Growth ETF

BDVG Description The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.

Grade (RS Rating)

Last Trade

$11.65

Average Daily Volume

2,808

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period ZIG BDVG
30 Days 5.79% 1.58%
60 Days 8.82% 6.84%
90 Days 10.71% 6.11%
12 Months 31.49% 23.32%
1 Overlapping Holdings
Symbol Grade Weight in ZIG Weight in BDVG Overlap
NUE D 3.39% 4.31% 3.39%
ZIG Overweight 29 Positions Relative to BDVG
Symbol Grade Weight
HCC C 3.56%
BTU B 3.5%
AMR F 3.47%
STLD C 3.45%
DPZ D 3.43%
CROX C 3.42%
YUM C 3.42%
MO D 3.37%
APAM B 3.36%
CF A 3.36%
STNG B 3.36%
DDS D 3.35%
VRSN C 3.34%
UI B 3.34%
CNS C 3.33%
VGR B 3.32%
TPL A 3.3%
SLM B 3.3%
LPX C 3.3%
TRMD D 3.25%
BCC C 3.24%
CALM A 3.24%
BPOP D 3.23%
CRC B 3.21%
BLDR C 3.2%
MLI B 3.19%
PBF F 3.18%
ATKR F 3.18%
SYF A 3.15%
ZIG Underweight 9 Positions Relative to BDVG
Symbol Grade Weight
BAC B -4.9%
CVX B -4.66%
MSFT D -4.6%
JPM C -4.35%
QCOM D -4.2%
AAPL C -4.06%
ABBV C -3.87%
WM B -3.34%
LMT A -3.23%
Compare ETFs