AIEQ vs. BFOR ETF Comparison
Comparison of AI Powered Equity ETF (AIEQ) to Barron's 400 (BFOR)
AIEQ
AI Powered Equity ETF
AIEQ Description
The investment seeks capital appreciation. The fund is actively managed and invests primarily in equity securities listed on a U.S. exchange based on the results of a proprietary, quantitative model (the EquBot Model) developed by EquBot LLC (EquBot) that runs on the IBM Watson? platform. EquBot, the fund's sub-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
$35.21
Average Daily Volume
8,355
Number of Holdings
*
111
* may have additional holdings in another (foreign) market
BFOR
Barron's 400
BFOR Description
The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.Grade (RS Rating)
Last Trade
$66.83
Average Daily Volume
2,228
Number of Holdings
*
386
* may have additional holdings in another (foreign) market
Performance
| Period | AIEQ | BFOR |
|---|---|---|
| 30 Days | 0.06% | 1.57% |
| 60 Days | -1.46% | 1.75% |
| 90 Days | -1.04% | 5.96% |
| 12 Months | 27.75% | 29.86% |
33 Overlapping Holdings
| Symbol | Grade | Weight in AIEQ | Weight in BFOR | Overlap | |
|---|---|---|---|---|---|
| ACGL | A | 0.55% | 0.27% | 0.27% | |
| AMZN | A | 0.94% | 0.27% | 0.27% | |
| AOS | C | 0.35% | 0.25% | 0.25% | |
| APO | C | 0.45% | 0.25% | 0.25% | |
| AXP | A | 0.92% | 0.26% | 0.26% | |
| CBT | B | 0.07% | 0.27% | 0.07% | |
| CELH | D | 0.41% | 0.23% | 0.23% | |
| COST | B | 3.55% | 0.26% | 0.26% | |
| DXCM | D | 0.72% | 0.24% | 0.24% | |
| FDS | D | 0.09% | 0.22% | 0.09% | |
| GM | B | 4.68% | 0.28% | 0.28% | |
| GOOGL | B | 0.93% | 0.3% | 0.3% | |
| HAL | F | 0.88% | 0.25% | 0.25% | |
| HOMB | B | 0.1% | 0.26% | 0.1% | |
| HP | F | 0.13% | 0.24% | 0.13% | |
| IDXX | D | 0.84% | 0.21% | 0.21% | |
| INTU | D | 0.91% | 0.24% | 0.24% | |
| JKHY | D | 1.07% | 0.23% | 0.23% | |
| LVS | D | 0.92% | 0.22% | 0.22% | |
| MGY | B | 0.15% | 0.27% | 0.15% | |
| MNST | D | 0.94% | 0.23% | 0.23% | |
| NTAP | B | 2.32% | 0.26% | 0.26% | |
| NVDA | B | 0.32% | 0.27% | 0.27% | |
| PAYX | D | 0.78% | 0.24% | 0.24% | |
| RS | D | 0.22% | 0.23% | 0.22% | |
| VLO | D | 0.88% | 0.26% | 0.26% | |
| VRTX | C | 0.96% | 0.24% | 0.24% | |
| WBS | D | 0.19% | 0.23% | 0.19% | |
| WFRD | B | 3.29% | 0.27% | 0.27% | |
| WMB | A | 0.87% | 0.26% | 0.26% | |
| WST | D | 0.48% | 0.25% | 0.25% | |
| WWD | A | 0.12% | 0.29% | 0.12% | |
| ZTS | D | 0.94% | 0.22% | 0.22% |
AIEQ Overweight 78 Positions Relative to BFOR
| Symbol | Grade | Weight | |
|---|---|---|---|
| SCHW | A | 4.85% | |
| ICE | C | 4.77% | |
| BX | D | 4.72% | |
| EXC | B | 3.58% | |
| BRK.A | D | 3.55% | |
| DDOG | D | 3.5% | |
| SWN | C | 2.86% | |
| AMP | C | 2.67% | |
| AKAM | D | 2.27% | |
| AN | B | 1.22% | |
| SNAP | B | 1.04% | |
| PG | A | 0.96% | |
| ALL | B | 0.96% | |
| SO | A | 0.95% | |
| MCD | F | 0.95% | |
| STT | C | 0.94% | |
| KDP | B | 0.94% | |
| SNOW | F | 0.94% | |
| TFC | B | 0.94% | |
| MS | A | 0.94% | |
| SRE | B | 0.94% | |
| PXD | B | 0.93% | |
| U | F | 0.93% | |
| WDAY | F | 0.93% | |
| GOOG | B | 0.93% | |
| ORLY | D | 0.92% | |
| TEAM | F | 0.92% | |
| F | D | 0.91% | |
| EQIX | F | 0.91% | |
| ZS | F | 0.91% | |
| COIN | D | 0.91% | |
| KHC | C | 0.89% | |
| AGCO | F | 0.87% | |
| CAG | B | 0.86% | |
| CTRA | B | 0.83% | |
| BBY | D | 0.78% | |
| ADM | C | 0.74% | |
| REG | F | 0.66% | |
| PWR | B | 0.63% | |
| NFG | A | 0.55% | |
| WEC | B | 0.51% | |
| VFC | F | 0.46% | |
| ATO | A | 0.43% | |
| BJ | B | 0.43% | |
| CMS | A | 0.42% | |
| CCK | C | 0.41% | |
| CMA | B | 0.35% | |
| VTR | B | 0.34% | |
| WPC | C | 0.33% | |
| OGS | C | 0.31% | |
| RRC | B | 0.3% | |
| SCCO | B | 0.29% | |
| MAT | D | 0.27% | |
| NSIT | A | 0.27% | |
| GTLS | B | 0.26% | |
| VOYA | B | 0.26% | |
| CNX | B | 0.26% | |
| CUBE | D | 0.25% | |
| HRL | B | 0.23% | |
| H | D | 0.2% | |
| HSIC | D | 0.19% | |
| RBC | C | 0.18% | |
| JEF | B | 0.16% | |
| FAF | D | 0.13% | |
| NTNX | A | 0.12% | |
| CIVI | B | 0.12% | |
| ZWS | C | 0.11% | |
| HAE | B | 0.1% | |
| MMS | C | 0.1% | |
| NVT | A | 0.1% | |
| DTM | A | 0.09% | |
| HLI | A | 0.09% | |
| IDA | B | 0.08% | |
| NOG | B | 0.08% | |
| SPSC | B | 0.08% | |
| IRDM | D | 0.07% | |
| NSP | C | 0.07% | |
| NJR | B | 0.06% |
AIEQ Underweight 353 Positions Relative to BFOR
| Symbol | Grade | Weight | |
|---|---|---|---|
| IESC | A | -0.4% | |
| VRT | A | -0.36% | |
| VST | B | -0.35% | |
| PRDO | B | -0.34% | |
| UFPT | B | -0.33% | |
| APP | B | -0.32% | |
| SLCA | B | -0.32% | |
| WSM | B | -0.32% | |
| MOD | A | -0.31% | |
| USLM | A | -0.31% | |
| UAL | B | -0.31% | |
| CPNG | B | -0.31% | |
| THC | A | -0.31% | |
| FCX | B | -0.31% | |
| WIRE | B | -0.31% | |
| LNTH | B | -0.3% | |
| BMI | A | -0.3% | |
| CNM | A | -0.3% | |
| TGLS | B | -0.3% | |
| HIBB | A | -0.29% | |
| LRN | A | -0.29% | |
| NTB | A | -0.29% | |
| THR | A | -0.29% | |
| PRFT | C | -0.29% | |
| AX | A | -0.29% | |
| CMG | A | -0.29% | |
| VRRM | A | -0.29% | |
| EME | A | -0.29% | |
| BBW | B | -0.29% | |
| BOOT | B | -0.29% | |
| FSLR | B | -0.29% | |
| MLI | B | -0.28% | |
| SM | B | -0.28% | |
| GDDY | A | -0.28% | |
| GRNT | B | -0.28% | |
| RCL | A | -0.28% | |
| FIX | A | -0.28% | |
| TXRH | B | -0.28% | |
| TNK | A | -0.28% | |
| IBKR | B | -0.28% | |
| OC | B | -0.28% | |
| FTDR | B | -0.28% | |
| APH | A | -0.28% | |
| NSSC | B | -0.28% | |
| HCC | B | -0.28% | |
| APOG | A | -0.28% | |
| DKS | C | -0.28% | |
| RMD | B | -0.28% | |
| FCNCA | B | -0.28% | |
| BOKF | A | -0.27% | |
| TRGP | B | -0.27% | |
| FCN | B | -0.27% | |
| GRBK | D | -0.27% | |
| CASY | A | -0.27% | |
| FSS | B | -0.27% | |
| GPOR | C | -0.27% | |
| TSCO | B | -0.27% | |
| SYF | B | -0.27% | |
| OTTR | B | -0.27% | |
| INSW | A | -0.27% | |
| ESAB | B | -0.27% | |
| PYPL | C | -0.27% | |
| VLTO | A | -0.27% | |
| OZK | B | -0.27% | |
| MCB | B | -0.27% | |
| DDS | C | -0.27% | |
| BSX | B | -0.27% | |
| PEG | A | -0.27% | |
| BSY | A | -0.27% | |
| RGA | A | -0.27% | |
| CTAS | B | -0.27% | |
| XYL | A | -0.27% | |
| FANG | B | -0.27% | |
| BY | B | -0.27% | |
| TPL | C | -0.27% | |
| AROC | B | -0.27% | |
| ANF | B | -0.27% | |
| XOM | B | -0.27% | |
| IBOC | A | -0.27% | |
| LPG | B | -0.27% | |
| UTI | B | -0.27% | |
| MSI | A | -0.26% | |
| FITB | A | -0.26% | |
| COKE | B | -0.26% | |
| KO | A | -0.26% | |
| SLVM | A | -0.26% | |
| CQP | C | -0.26% | |
| AMAT | C | -0.26% | |
| LBRT | B | -0.26% | |
| OXM | B | -0.26% | |
| OFG | A | -0.26% | |
| BLDR | D | -0.26% | |
| AIT | C | -0.26% | |
| LOPE | B | -0.26% | |
| OSBC | B | -0.26% | |
| SLM | B | -0.26% | |
| ATKR | D | -0.26% | |
| MTB | A | -0.26% | |
| BLD | D | -0.26% | |
| UTHR | B | -0.26% | |
| WTFC | B | -0.26% | |
| AMAL | B | -0.26% | |
| NYT | B | -0.26% | |
| WES | A | -0.26% | |
| IBP | D | -0.26% | |
| CION | A | -0.26% | |
| DY | A | -0.26% | |
| DCI | B | -0.26% | |
| BRC | B | -0.26% | |
| WFC | A | -0.26% | |
| AAPL | B | -0.26% | |
| CL | A | -0.26% | |
| WSFS | B | -0.26% | |
| YELP | D | -0.26% | |
| CHX | D | -0.26% | |
| WMS | C | -0.26% | |
| TW | A | -0.26% | |
| CASH | B | -0.26% | |
| FFBC | B | -0.26% | |
| EXP | A | -0.26% | |
| PHM | B | -0.26% | |
| DOV | A | -0.26% | |
| BCSF | B | -0.26% | |
| POWL | B | -0.26% | |
| QCOM | B | -0.26% | |
| PANW | B | -0.26% | |
| AGYS | B | -0.26% | |
| GMS | C | -0.26% | |
| FBP | A | -0.26% | |
| GES | B | -0.26% | |
| MBIN | B | -0.26% | |
| PEP | B | -0.26% | |
| MBWM | B | -0.26% | |
| TOL | B | -0.26% | |
| PFBC | A | -0.26% | |
| ADP | D | -0.25% | |
| TREX | D | -0.25% | |
| ABNB | D | -0.25% | |
| NFLX | C | -0.25% | |
| EG | C | -0.25% | |
| CINF | D | -0.25% | |
| SRCE | B | -0.25% | |
| HUBB | D | -0.25% | |
| CROX | C | -0.25% | |
| LEN | D | -0.25% | |
| BDC | C | -0.25% | |
| ESGR | B | -0.25% | |
| DNOW | C | -0.25% | |
| GOLF | D | -0.25% | |
| EFSC | B | -0.25% | |
| PLAB | B | -0.25% | |
| NBHC | C | -0.25% | |
| STBA | B | -0.25% | |
| IDCC | B | -0.25% | |
| HRMY | C | -0.25% | |
| MCO | C | -0.25% | |
| ALSN | D | -0.25% | |
| MPC | D | -0.25% | |
| J | D | -0.25% | |
| EPD | B | -0.25% | |
| ISRG | D | -0.25% | |
| VMC | C | -0.25% | |
| DVA | B | -0.25% | |
| IRMD | D | -0.25% | |
| OSK | D | -0.25% | |
| CORT | D | -0.25% | |
| TJX | C | -0.25% | |
| KKR | C | -0.25% | |
| HIG | C | -0.25% | |
| MPWR | B | -0.25% | |
| LII | C | -0.25% | |
| SIG | D | -0.25% | |
| MLM | C | -0.25% | |
| RF | B | -0.25% | |
| EWBC | A | -0.25% | |
| PCTY | D | -0.25% | |
| CAL | C | -0.25% | |
| QCRH | C | -0.25% | |
| BKNG | B | -0.25% | |
| AYI | C | -0.25% | |
| MPLX | A | -0.25% | |
| CHD | A | -0.25% | |
| CNA | B | -0.25% | |
| FCF | B | -0.25% | |
| BKE | C | -0.25% | |
| STLD | D | -0.25% | |
| ECL | A | -0.25% | |
| JPM | B | -0.25% | |
| AVGO | C | -0.25% | |
| NBIX | B | -0.25% | |
| TEX | D | -0.25% | |
| HY | C | -0.25% | |
| BKR | D | -0.25% | |
| L | A | -0.25% | |
| CPRT | D | -0.25% | |
| PNC | B | -0.25% | |
| CAT | D | -0.25% | |
| OSIS | D | -0.25% | |
| MSFT | C | -0.25% | |
| RMR | D | -0.25% | |
| ANET | C | -0.25% | |
| SYBT | B | -0.25% | |
| PH | B | -0.25% | |
| GPC | B | -0.25% | |
| PFC | B | -0.25% | |
| ROL | B | -0.25% | |
| CHCO | B | -0.25% | |
| URI | D | -0.25% | |
| LPLA | B | -0.25% | |
| ONB | A | -0.25% | |
| MCHP | B | -0.25% | |
| HBAN | A | -0.25% | |
| AMK | D | -0.24% | |
| EA | F | -0.24% | |
| AAON | C | -0.24% | |
| A | C | -0.24% | |
| ALG | D | -0.24% | |
| DECK | D | -0.24% | |
| EBAY | D | -0.24% | |
| SNPS | D | -0.24% | |
| APAM | C | -0.24% | |
| MA | D | -0.24% | |
| GNTX | D | -0.24% | |
| META | D | -0.24% | |
| MGM | F | -0.24% | |
| TNC | D | -0.24% | |
| MDLZ | B | -0.24% | |
| NOW | D | -0.24% | |
| V | C | -0.24% | |
| DMLP | D | -0.24% | |
| PSX | D | -0.24% | |
| GWW | D | -0.24% | |
| CRUS | A | -0.24% | |
| STRL | B | -0.24% | |
| CALM | D | -0.24% | |
| AMPH | F | -0.24% | |
| PODD | C | -0.24% | |
| HESM | C | -0.24% | |
| ACMR | D | -0.24% | |
| INGR | A | -0.24% | |
| CFR | D | -0.24% | |
| STZ | D | -0.24% | |
| QLYS | F | -0.24% | |
| AGM | C | -0.24% | |
| CFB | C | -0.24% | |
| VYGR | D | -0.24% | |
| NVR | D | -0.24% | |
| COLL | C | -0.24% | |
| KEYS | D | -0.24% | |
| BR | D | -0.24% | |
| MEDP | D | -0.24% | |
| HSY | B | -0.24% | |
| MTDR | D | -0.24% | |
| VC | C | -0.24% | |
| HALO | C | -0.24% | |
| PSN | D | -0.24% | |
| BRO | C | -0.24% | |
| DHI | D | -0.24% | |
| GPK | C | -0.24% | |
| GNE | F | -0.23% | |
| DOX | D | -0.23% | |
| PCAR | D | -0.23% | |
| NVEC | F | -0.23% | |
| CATY | D | -0.23% | |
| NKE | D | -0.23% | |
| NUE | F | -0.23% | |
| WRB | D | -0.23% | |
| CPRX | D | -0.23% | |
| WDFC | D | -0.23% | |
| CDNS | D | -0.23% | |
| RL | D | -0.23% | |
| IPG | D | -0.23% | |
| CSCO | D | -0.23% | |
| PKG | D | -0.23% | |
| SNA | D | -0.23% | |
| FOR | D | -0.23% | |
| SYY | D | -0.23% | |
| PEGA | D | -0.23% | |
| PAYC | F | -0.23% | |
| RPRX | F | -0.23% | |
| RNR | C | -0.23% | |
| LMB | B | -0.23% | |
| TROW | D | -0.23% | |
| JBI | D | -0.23% | |
| EXLS | C | -0.23% | |
| G | D | -0.23% | |
| KAI | D | -0.22% | |
| IQV | D | -0.22% | |
| TBBK | D | -0.22% | |
| CF | F | -0.22% | |
| BURL | D | -0.22% | |
| IBM | D | -0.22% | |
| CMCSA | D | -0.22% | |
| TFX | F | -0.22% | |
| ZM | F | -0.22% | |
| DOCS | F | -0.22% | |
| ADBE | D | -0.22% | |
| VEEV | D | -0.22% | |
| INCY | D | -0.22% | |
| SSD | D | -0.22% | |
| NEU | D | -0.22% | |
| GGG | D | -0.22% | |
| LECO | D | -0.22% | |
| FAST | D | -0.22% | |
| CVI | F | -0.22% | |
| CUBI | D | -0.22% | |
| RES | F | -0.22% | |
| SMLR | F | -0.22% | |
| ROST | D | -0.22% | |
| HOG | D | -0.22% | |
| SYK | D | -0.22% | |
| ODFL | F | -0.21% | |
| MANH | D | -0.21% | |
| BTU | F | -0.21% | |
| ADSK | F | -0.21% | |
| WNC | D | -0.21% | |
| PARR | F | -0.21% | |
| TPR | D | -0.21% | |
| MSCI | D | -0.21% | |
| ZYXI | D | -0.21% | |
| ELF | D | -0.21% | |
| MOH | D | -0.21% | |
| ASO | F | -0.21% | |
| ON | F | -0.21% | |
| DRI | F | -0.21% | |
| HEES | F | -0.21% | |
| PAX | F | -0.21% | |
| CTSH | D | -0.21% | |
| AMR | D | -0.21% | |
| BYD | F | -0.21% | |
| FFIV | D | -0.21% | |
| GILD | F | -0.21% | |
| BLMN | F | -0.21% | |
| BRKR | D | -0.2% | |
| JAKK | F | -0.2% | |
| NFE | F | -0.2% | |
| JBL | D | -0.2% | |
| UAA | F | -0.2% | |
| BMY | F | -0.2% | |
| DFH | F | -0.2% | |
| FTNT | F | -0.2% | |
| LW | F | -0.2% | |
| TNET | F | -0.2% | |
| SMCI | D | -0.19% | |
| KNSL | D | -0.19% | |
| FOUR | F | -0.18% | |
| ULTA | F | -0.18% | |
| FIVE | F | -0.18% | |
| ARCT | F | -0.18% | |
| TWI | F | -0.18% | |
| SAIA | F | -0.17% | |
| SHLS | F | -0.17% | |
| GL | F | -0.16% |
AIEQ: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Software - Application
Asset Management
Banks - Regional - US
Capital Markets
Specialty Retail
Utilities - Regulated Electric
Beverages - Soft Drinks
Business Services
Internet Content & Information
Packaged Foods
Utilities - Regulated Gas
Auto Manufacturers
Diagnostics & Research
Diversified Industrials
Insurance - Diversified
Medical Instruments & Supplies
Oil & Gas Equipment & Services
Oil & Gas Midstream
REIT - Diversified
BFOR: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Building Materials
Diversified Industrials
Business Services
Specialty Retail
Biotechnology
Oil & Gas E&P
Asset Management
Oil & Gas Equipment & Services
Semiconductors
Credit Services
Diagnostics & Research
Engineering & Construction
Apparel Stores
Capital Markets
Electronic Components
Oil & Gas Midstream
Residential Construction
Beverages - Soft Drinks
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