MSTB vs. UVXY ETF Comparison
Comparison of LHA Market State Tactical Beta ETF (MSTB) to Ultra VIX Short Term Futures ETF (UVXY)
MSTB
LHA Market State Tactical Beta ETF
MSTB Description
The investment seeks to provide returns that outperform the large-capitalization U.S. equity market on a risk-adjusted basis. The fund seeks to achieve its objective by estimating the direction and magnitude of S&P 500 Index volatility based on the movement of the CBOE Volatility Index® (the VIX® Index). Under normal market conditions, its baseline exposure each day to the S&P 500 Index is approximately 90%, which the fund's portfolio managers then adjust based on a quantitative model and analysis of the movement of the VIX Index. Its exposure may be significantly greater or less than 90% at any given time. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$31.83
Average Daily Volume
10,377
1
UVXY
Ultra VIX Short Term Futures ETF
UVXY Description
The Ultra Fund seeks daily results that match (before fees and expenses) two times (2x) the daily performance of the S&P 500 VIX Short-Term Futures Index. The index seeks to offer exposure to market volatility through publicly traded futures markets and is designed to measure the return from a rolling long position in the first and second month VIX futures contracts.Grade (RS Rating)
Last Trade
$24.28
Average Daily Volume
6,648,407
1
Performance
| Period | MSTB | UVXY |
|---|---|---|
| 30 Days | 3.00% | -12.22% |
| 60 Days | 1.60% | -27.70% |
| 90 Days | 3.18% | -34.56% |
| 12 Months | 19.72% | -78.42% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MSTB | Weight in UVXY | Overlap |
|---|
MSTB Overweight 1 Positions Relative to UVXY
| Symbol | Grade | Weight | |
|---|---|---|---|
| VIXY | F | 6.17% |
MSTB Underweight 1 Positions Relative to UVXY
| Symbol | Grade | Weight | |
|---|---|---|---|
| VXX | F | -1.46% |
MSTB: Top Represented Industries & Keywords
UVXY: Top Represented Industries & Keywords
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