RULE vs. UPGR ETF Comparison
Comparison of Adaptive Core ETF (RULE) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).
Grade (RS Rating)
Last Trade
$21.66
Average Daily Volume
6,623
28
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
UPGR Description
The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.Grade (RS Rating)
Last Trade
$18.91
Average Daily Volume
180
10
Performance
| Period | RULE | UPGR |
|---|---|---|
| 30 Days | -0.84% | -3.87% |
| 60 Days | -0.18% | -3.95% |
| 90 Days | 1.67% | -3.07% |
| 12 Months | 13.34% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RULE | Weight in UPGR | Overlap | |
|---|---|---|---|---|---|
| WM | B | 3.45% | 2.69% | 2.69% |
RULE Overweight 27 Positions Relative to UPGR
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRWD | C | 5.33% | |
| APH | A | 3.8% | |
| META | D | 3.79% | |
| URI | D | 3.62% | |
| FCX | B | 3.61% | |
| WFC | A | 3.61% | |
| AAPL | B | 3.59% | |
| FSLR | B | 3.56% | |
| XOM | B | 3.54% | |
| K | B | 3.51% | |
| PAYX | D | 3.49% | |
| BK | A | 3.49% | |
| MCHP | B | 3.48% | |
| HUBS | D | 3.47% | |
| GD | A | 3.45% | |
| BRK.A | D | 3.45% | |
| WMB | A | 3.43% | |
| COF | B | 3.42% | |
| ETN | A | 3.37% | |
| CMI | B | 3.36% | |
| TGT | D | 3.34% | |
| LRCX | D | 3.28% | |
| LIN | D | 3.27% | |
| SQ | D | 3.15% | |
| CMG | A | 3.15% | |
| GPN | F | 2.69% | |
| NVDA | B | 1.64% |
RULE: Top Represented Industries & Keywords
UPGR: Top Represented Industries & Keywords
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