BERZ vs. IGV ETF Comparison
Comparison of MicroSectors FANG & Innovation -3x Inverse Leveraged ETN (BERZ) to iShares Expanded Tech-Software Sector ETF (IGV)
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
IGV
iShares Expanded Tech-Software Sector ETF
IGV Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P North American Technology Software IndexTM (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of U.S.-traded stocks of software-related companies in the United States and Canada. The fund is non-diversified.Grade (RS Rating)
Last Trade
$104.67
Average Daily Volume
3,654,633
109
Performance
| Period | BERZ | IGV |
|---|---|---|
| 30 Days | -14.14% | 11.95% |
| 60 Days | -23.70% | 15.82% |
| 90 Days | -27.15% | 20.30% |
| 12 Months | -70.21% | 36.11% |
BERZ Underweight 105 Positions Relative to IGV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | A | -8.34% | |
| NOW | B | -7.13% | |
| PLTR | B | -4.17% | |
| INTU | B | -4.13% | |
| SNPS | C | -2.94% | |
| CDNS | B | -2.91% | |
| CRWD | B | -2.79% | |
| ADSK | A | -2.31% | |
| APP | B | -2.13% | |
| ROP | C | -2.12% | |
| FTNT | B | -2.1% | |
| WDAY | C | -2.02% | |
| MSTR | B | -2.0% | |
| FICO | A | -1.99% | |
| DDOG | A | -1.43% | |
| TEAM | B | -1.39% | |
| EA | A | -1.38% | |
| HUBS | A | -1.25% | |
| TTWO | A | -1.04% | |
| ANSS | B | -1.04% | |
| TYL | B | -0.92% | |
| PTC | B | -0.8% | |
| ZM | B | -0.76% | |
| ZS | C | -0.68% | |
| NTNX | B | -0.61% | |
| MANH | D | -0.6% | |
| DOCU | B | -0.58% | |
| GWRE | A | -0.57% | |
| GEN | B | -0.57% | |
| DT | D | -0.56% | |
| SNAP | D | -0.4% | |
| IOT | A | -0.36% | |
| BILL | A | -0.3% | |
| S | C | -0.28% | |
| PCOR | C | -0.27% | |
| ESTC | C | -0.27% | |
| SMAR | A | -0.27% | |
| BSY | D | -0.26% | |
| CVLT | A | -0.26% | |
| GTLB | B | -0.25% | |
| CFLT | B | -0.25% | |
| DBX | C | -0.23% | |
| AZPN | A | -0.23% | |
| SPSC | D | -0.23% | |
| MARA | B | -0.22% | |
| ALTR | B | -0.22% | |
| VRNS | D | -0.21% | |
| QTWO | A | -0.21% | |
| CWAN | B | -0.2% | |
| PATH | C | -0.2% | |
| ACIW | B | -0.2% | |
| AUR | C | -0.19% | |
| APPF | C | -0.19% | |
| U | C | -0.19% | |
| QLYS | C | -0.19% | |
| HCP | B | -0.18% | |
| WK | C | -0.17% | |
| CCCS | B | -0.17% | |
| TENB | D | -0.17% | |
| BOX | B | -0.17% | |
| IDCC | B | -0.16% | |
| DLB | B | -0.15% | |
| PEGA | B | -0.14% | |
| NCNO | B | -0.13% | |
| BLKB | C | -0.12% | |
| CLSK | C | -0.12% | |
| ZETA | D | -0.12% | |
| RNG | C | -0.11% | |
| BL | C | -0.11% | |
| RIOT | C | -0.11% | |
| INTA | A | -0.1% | |
| DV | C | -0.1% | |
| TDC | D | -0.1% | |
| PRGS | B | -0.1% | |
| AI | B | -0.1% | |
| FIVN | C | -0.1% | |
| FRSH | C | -0.1% | |
| ALRM | C | -0.1% | |
| YOU | D | -0.09% | |
| VERX | A | -0.09% | |
| RPD | C | -0.09% | |
| ENV | B | -0.09% | |
| AGYS | A | -0.09% | |
| BRZE | C | -0.08% | |
| ALKT | B | -0.08% | |
| PD | C | -0.07% | |
| RAMP | C | -0.07% | |
| VYX | B | -0.07% | |
| AVPT | A | -0.06% | |
| MTTR | B | -0.05% | |
| ZUO | B | -0.05% | |
| SPT | C | -0.05% | |
| VRNT | D | -0.05% | |
| APPN | C | -0.05% | |
| PRO | C | -0.04% | |
| ASAN | C | -0.04% | |
| ATEN | A | -0.04% | |
| ADEA | D | -0.04% | |
| SWI | B | -0.03% | |
| NABL | F | -0.03% | |
| CXM | C | -0.03% | |
| JAMF | F | -0.03% | |
| SEMR | C | -0.02% | |
| MLNK | C | -0.02% | |
| ETWO | F | -0.02% |
BERZ: Top Represented Industries & Keywords
IGV: Top Represented Industries & Keywords
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