AGOX vs. AESR ETF Comparison
Comparison of Adaptive Growth Opportunities ETF (AGOX) to Anfield U.S. Equity Sector Rotation ETF (AESR)
AGOX
Adaptive Growth Opportunities ETF
AGOX Description
The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.
Grade (RS Rating)
Last Trade
$25.18
Average Daily Volume
31,628
73
AESR
Anfield U.S. Equity Sector Rotation ETF
AESR Description
The investment seeks to outperform traditional large-cap equity indices and styles over full market cycles by investing in various sectors of the equity market. The fund is an actively managed exchange traded fund that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs that each invest at least 80% of their assets in U.S. equity securities. It may also invest in various types of derivatives, including exchange listed and over the counter futures, options, total return swaps, forwards and repurchase agreements.Grade (RS Rating)
Last Trade
$15.26
Average Daily Volume
43,969
16
Performance
| Period | AGOX | AESR |
|---|---|---|
| 30 Days | 0.13% | -1.04% |
| 60 Days | -1.43% | -0.40% |
| 90 Days | 1.90% | 3.88% |
| 12 Months | 16.93% | 26.98% |
AGOX Overweight 64 Positions Relative to AESR
| Symbol | Grade | Weight | |
|---|---|---|---|
| BKNG | C | 2.46% | |
| HWM | A | 2.12% | |
| BSX | A | 1.94% | |
| CPRT | C | 1.89% | |
| REGN | C | 1.76% | |
| CRM | D | 1.65% | |
| CEG | B | 1.52% | |
| AAPL | B | 1.43% | |
| PGR | A | 1.31% | |
| KCE | A | 1.14% | |
| VRTX | C | 1.1% | |
| VRSK | B | 1.09% | |
| LW | F | 1.04% | |
| APPF | B | 0.99% | |
| MSFT | D | 0.95% | |
| GWW | D | 0.93% | |
| TDG | A | 0.92% | |
| ETN | A | 0.89% | |
| BMI | A | 0.88% | |
| INTC | F | 0.85% | |
| AVGO | D | 0.84% | |
| SNPS | D | 0.81% | |
| XAR | A | 0.77% | |
| T | B | 0.75% | |
| SPSC | B | 0.72% | |
| VRT | B | 0.72% | |
| AMD | D | 0.71% | |
| MMS | C | 0.69% | |
| ULTA | F | 0.68% | |
| WST | D | 0.65% | |
| CBOE | C | 0.62% | |
| NVO | C | 0.57% | |
| CDNS | D | 0.55% | |
| IR | D | 0.49% | |
| ARGT | B | 0.48% | |
| ACLS | D | 0.45% | |
| ELF | D | 0.37% | |
| RJF | B | 0.36% | |
| MOG.A | A | 0.36% | |
| PH | B | 0.34% | |
| JPM | B | 0.32% | |
| SMCI | D | 0.31% | |
| FSS | B | 0.31% | |
| ECL | A | 0.3% | |
| AI | F | 0.29% | |
| TPH | A | 0.28% | |
| HUBB | D | 0.27% | |
| TYL | A | 0.27% | |
| PRI | D | 0.27% | |
| SCHW | A | 0.27% | |
| SWKS | F | 0.24% | |
| TEX | C | 0.24% | |
| GRBK | C | 0.24% | |
| BAC | A | 0.24% | |
| WINA | C | 0.23% | |
| WCC | B | 0.22% | |
| MANH | D | 0.18% | |
| SAGE | F | 0.06% | |
| XOM | B | 0.02% | |
| ORCL | D | 0.01% | |
| ADI | A | 0.01% | |
| MPC | D | 0.01% | |
| BIO | F | 0.0% | |
| OGIG | B | 0.0% |
AGOX: Top Represented Industries & Keywords
AESR: Top Represented Industries & Keywords
Compare ETFs
