BOUT vs. AZTD ETF Comparison
Comparison of Innovator IBD Breakout Opportunities ETF (BOUT) to Aztlan Global Stock Selection DM SMID ETF (AZTD)
BOUT
Innovator IBD Breakout Opportunities ETF
BOUT Description
The investment seeks to track, before fees and expenses, the performance of the IBD® Breakout Stocks Index (the "index"). The fund will normally invest at least 80% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index seeks to provide opportunistic investment exposure to those stocks with the potential to "break out," or experience a period of sustained price growth beyond the stock's recent "resistance level," with consideration for various market conditions. The fund is non-diversified. BOUT uses technical analysis to find stocks that are likely to breakout. The funds index relies on an algorithm that establishes a base price (a recent high) for each eligible security. The index then follows the trend for each stock. Selected stocks are ranked by a combination of relative strength and fundamental factors, and then weighted in fixed tiers according to this ranking. In addition, BOUT will move 50% of its portfolio into T-bills based on market signals: a rapid increase in either margin debt or overall stock prices, combined with slowing reversing momentum in the S&P 500. The T-bill position will remain in place until the S&P 500 falls by 50% or show indications of rising momentum. BOUT is rebalanced and reconstituted weekly after the close on Friday. The frequent rebalance schedule means the fund will be highly responsive to the technical factors that drive its strategy, but could also experience high turnover.
Grade (RS Rating)
Last Trade
$40.14
Average Daily Volume
2,990
44
AZTD
Aztlan Global Stock Selection DM SMID ETF
AZTD Description
Aztlan Global Stock Selection DM SMID ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. It invests in public equity markets of global developed region. The fund invests in the stocks of companies operating across materials, industrials, consumer discretionary, consumer staples, health care, financials, information technology, communication services, and utilities sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Solactive Aztlan Global Developed Markets SMID Cap Index, by using full replication technique. Aztlan Global Stock Selection DM SMID ETF was formed on August 18,2022 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$24.43
Average Daily Volume
1,142
26
Performance
| Period | BOUT | AZTD |
|---|---|---|
| 30 Days | 7.95% | 3.62% |
| 60 Days | 9.94% | 0.52% |
| 90 Days | 9.81% | 4.71% |
| 12 Months | 32.83% | 18.32% |
BOUT Overweight 40 Positions Relative to AZTD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PACS | F | 4.48% | |
| MS | A | 4.47% | |
| LBRDK | C | 4.44% | |
| NEM | D | 4.42% | |
| VIK | B | 4.39% | |
| EXPE | B | 4.28% | |
| EQIX | A | 4.25% | |
| AHR | A | 4.24% | |
| IDCC | B | 4.01% | |
| ETN | A | 3.82% | |
| SPGI | C | 3.81% | |
| EQH | C | 3.78% | |
| CRM | B | 3.73% | |
| BAH | F | 3.73% | |
| PGR | A | 3.63% | |
| CRDO | B | 2.87% | |
| VRNS | D | 2.61% | |
| ULS | B | 2.59% | |
| IR | B | 2.49% | |
| DT | D | 2.49% | |
| ONON | A | 2.35% | |
| COLL | F | 2.23% | |
| TSM | B | 1.31% | |
| TBBK | C | 1.28% | |
| NOW | A | 1.27% | |
| CDNA | D | 1.24% | |
| SCCO | F | 1.22% | |
| SN | D | 1.2% | |
| TCOM | B | 1.14% | |
| BEKE | D | 1.06% | |
| ROAD | B | 0.45% | |
| AXON | A | 0.43% | |
| TPH | D | 0.42% | |
| IBKR | A | 0.42% | |
| CWAN | B | 0.42% | |
| AVGO | D | 0.42% | |
| GMED | A | 0.41% | |
| CORT | B | 0.41% | |
| ACGL | C | 0.4% | |
| JD | D | 0.38% |
BOUT Underweight 22 Positions Relative to AZTD
| Symbol | Grade | Weight | |
|---|---|---|---|
| AFRM | A | -2.72% | |
| TOST | B | -2.56% | |
| STRL | A | -2.32% | |
| GFF | A | -2.28% | |
| VIRT | A | -2.25% | |
| FIX | A | -2.23% | |
| ENVA | B | -2.23% | |
| POWL | C | -2.2% | |
| UPBD | B | -2.17% | |
| COOP | B | -2.13% | |
| ANF | F | -2.11% | |
| VCTR | B | -2.08% | |
| PPC | C | -2.07% | |
| GAP | C | -2.0% | |
| CAL | F | -1.93% | |
| OSCR | D | -1.85% | |
| CROX | D | -1.73% | |
| BLBD | D | -1.72% | |
| RXST | F | -1.71% | |
| SMG | C | -1.67% | |
| NSIT | F | -1.66% | |
| YOU | D | -1.36% |
BOUT: Top Represented Industries & Keywords
AZTD: Top Represented Industries & Keywords
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