AOTG vs. BERZ ETF Comparison
Comparison of AOT Growth and Innovation ETF (AOTG) to MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ)
AOTG
AOT Growth and Innovation ETF
AOTG Description
EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$35.99
Average Daily Volume
1,780
53
BERZ
MicroSectors FANG & Innovation -3x Inverse Leveraged ETN
BERZ Description
BERZ provides daily -3x inverse exposure to an index of FANG and technology companies that meet certain requirements. The fund will consistently comprise eight core components (Alphabet, Amazon, Apple, Facebook, Microsoft, Netflix, NVIDIA, and Tesla) and include seven companies determined through a selection methodology. Eligible securities must be listed on a US exchange, classified in the technology sector, and have a market cap of at least 10 billion USD. Selection will begin with ranking the securities by market cap and selecting the 30 largest companies which will then be sorted by 12-month average daily value traded. The top seven stocks will complete the index along with the eight core components and are then equally weighted. The index is rebalanced monthly and reconstituted quarterly. As a leveraged inverse product with -3x factor that resets daily, BERZ is not a buy-and-hold investment and should not be expected to provide index leverage return greater than a one day period.Grade (RS Rating)
Last Trade
$30.31
Average Daily Volume
84,396
15
Performance
| Period | AOTG | BERZ |
|---|---|---|
| 30 Days | -5.45% | 15.91% |
| 60 Days | -7.23% | 18.40% |
| 90 Days | 0.10% | -0.30% |
| 12 Months | 42.95% | -80.22% |
AOTG Overweight 44 Positions Relative to BERZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSM | C | 5.16% | |
| TOST | C | 4.98% | |
| NU | C | 4.73% | |
| PYPL | A | 2.34% | |
| PCTY | F | 2.32% | |
| V | D | 2.24% | |
| SHOP | C | 2.24% | |
| MELI | B | 2.13% | |
| DLO | F | 1.72% | |
| TYL | A | 1.64% | |
| TTD | B | 1.64% | |
| ETSY | F | 1.45% | |
| SPOT | A | 1.38% | |
| HUBS | D | 1.34% | |
| PUBM | A | 1.33% | |
| DDOG | B | 1.17% | |
| MGNI | D | 1.13% | |
| SQ | D | 1.07% | |
| NOW | D | 0.88% | |
| DOCU | A | 0.84% | |
| TWLO | C | 0.83% | |
| SOFI | F | 0.74% | |
| SRCL | F | 0.7% | |
| DOCN | D | 0.64% | |
| PATH | F | 0.58% | |
| IOT | B | 0.55% | |
| SNOW | D | 0.53% | |
| LLY | C | 0.52% | |
| ZM | D | 0.51% | |
| VEEV | D | 0.5% | |
| ROKU | F | 0.49% | |
| ADSK | F | 0.41% | |
| U | F | 0.38% | |
| AXP | B | 0.34% | |
| BILL | F | 0.32% | |
| MA | D | 0.3% | |
| OKTA | C | 0.3% | |
| PANW | B | 0.29% | |
| WDAY | F | 0.27% | |
| CFLT | F | 0.27% | |
| Z | F | 0.27% | |
| MDB | D | 0.26% | |
| FSLY | F | 0.18% | |
| NTLA | F | 0.12% |
AOTG: Top Represented Industries & Keywords
BERZ: Top Represented Industries & Keywords
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