BERZ vs. ATFV ETF Comparison
Comparison of MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ) to Alger 25 ETF (ATFV)
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
$14.33
Average Daily Volume
105,192
15
ATFV
Alger 25 ETF
ATFV Description
Alger ETF Trust - Alger 25 ETF is an exchange traded fund launched and managed by Fred Alger Management, LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across information technology sectors. It invests in growth stocks of companies across diversified market capitalization. Alger ETF Trust - Alger 25 ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$25.09
Average Daily Volume
11,283
31
Performance
| Period | BERZ | ATFV |
|---|---|---|
| 30 Days | -14.14% | 7.55% |
| 60 Days | -23.70% | 14.35% |
| 90 Days | -27.15% | 17.21% |
| 12 Months | -70.21% | 56.37% |
BERZ Underweight 23 Positions Relative to ATFV
| Symbol | Grade | Weight | |
|---|---|---|---|
| HEI | A | -4.97% | |
| SPOT | B | -4.11% | |
| NTRA | A | -4.07% | |
| ONON | A | -3.26% | |
| CEG | C | -3.18% | |
| UBER | F | -3.06% | |
| VRT | B | -2.99% | |
| TSM | B | -2.88% | |
| ASML | F | -2.84% | |
| MELI | C | -2.48% | |
| CABA | F | -2.33% | |
| ISRG | A | -2.15% | |
| DECK | A | -1.86% | |
| SE | A | -1.63% | |
| TCOM | B | -1.54% | |
| LLY | F | -1.54% | |
| ANF | F | -1.47% | |
| ENVX | F | -1.41% | |
| APP | B | -1.18% | |
| HCAT | D | -0.85% | |
| CAKE | C | -0.77% | |
| MASS | F | -0.68% | |
| APPF | B | -0.25% |
BERZ: Top Represented Industries & Keywords
ATFV: Top Represented Industries & Keywords
Compare ETFs
