ZIG vs. TWIO ETF Comparison
Comparison of The Acquirers Fund (ZIG) to Trajan Wealth Income Opportunities ETF (TWIO)
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
30
TWIO
Trajan Wealth Income Opportunities ETF
TWIO Description
Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is an exchange traded fund launched and managed by OBP Capital, LLC. The fund is co-managed by Trajan Wealth, LLC. It invests in the public equity and fixed income markets of the United States. For it equity portion, the fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies operating across diversified market capitalization. For its fixed income, the fund primarily invests in preferred securities and income producing fixed income securities with varying maturities. The fund employs fundamental analysis with bottom-up and top-down securities picking approach to create its portfolio. Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$9.35
Average Daily Volume
9,535
19
Performance
| Period | ZIG | TWIO |
|---|---|---|
| 30 Days | 5.79% | 0.77% |
| 60 Days | 8.82% | 3.03% |
| 90 Days | 10.71% | 4.82% |
| 12 Months | 31.49% | 16.95% |
0 Overlapping Holdings
| Symbol | Grade | Weight in ZIG | Weight in TWIO | Overlap |
|---|
ZIG Overweight 30 Positions Relative to TWIO
| 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% | |
| NUE | D | 3.39% | |
| 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 19 Positions Relative to TWIO
ZIG: Top Represented Industries & Keywords
TWIO: Top Represented Industries & Keywords
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