BERZ vs. GK ETF Comparison
Comparison of MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ) to AdvisorShares Gerber Kawasaki ETF (GK)
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
GK
AdvisorShares Gerber Kawasaki ETF
GK Description
GK seeks to provide a broad thematic exposure by actively investing in a growth-focused portfolio of US companies across a variety of long-term macro trends. It uses a multi-thematic approach to concentrate on disruptive investment themes while ensuring diversification across holdings. In selecting stocks, the fund adviser uses a three-part system which involves fundamental, technical, and qualitative analysis on firms that could benefit from long-term changes in the market. The funds investments may be of any market capitalization and may focus on innovative companies related to renewable energy and sustainable transportation, technology frontiers, video gaming and Esports, cannabis, online gambling, top consumer brands, pet and animal wellness, real estate disruption, healthcare and biotechnology, and the media industry. The fund seeks long-term capital appreciation.Grade (RS Rating)
Last Trade
$22.35
Average Daily Volume
3,086
30
Performance
| Period | BERZ | GK |
|---|---|---|
| 30 Days | -14.14% | 2.12% |
| 60 Days | -23.70% | 5.20% |
| 90 Days | -27.15% | 5.09% |
| 12 Months | -70.21% | 29.73% |
BERZ Underweight 22 Positions Relative to GK
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | A | -5.6% | |
| LEN | D | -5.05% | |
| BX | A | -5.01% | |
| DIS | B | -4.88% | |
| NVO | F | -4.35% | |
| GOOG | C | -4.25% | |
| IBIT | A | -3.94% | |
| MGM | D | -3.75% | |
| ORCL | A | -3.46% | |
| HD | B | -2.7% | |
| DELL | B | -2.15% | |
| SYK | B | -1.81% | |
| WMT | A | -1.8% | |
| UBER | F | -1.63% | |
| LPLA | A | -1.61% | |
| ASML | F | -1.47% | |
| ONON | A | -1.38% | |
| GD | D | -1.38% | |
| VICI | C | -1.07% | |
| LLY | F | -1.0% | |
| FLUT | A | -0.91% | |
| REGN | F | -0.42% |
BERZ: Top Represented Industries & Keywords
GK: Top Represented Industries & Keywords
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