BULZ vs. XPND ETF Comparison
Comparison of MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ) to First Trust Expanded Technology ETF (XPND)
BULZ
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ Description
BULZ provides daily 3x 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 product with 3x factor that resets daily, BULZ 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
$163.11
Average Daily Volume
92,622
15
XPND
First Trust Expanded Technology ETF
XPND Description
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.Grade (RS Rating)
Last Trade
$30.47
Average Daily Volume
2,788
50
Performance
| Period | BULZ | XPND |
|---|---|---|
| 30 Days | 17.84% | 4.85% |
| 60 Days | 18.41% | 6.75% |
| 90 Days | 18.63% | 8.85% |
| 12 Months | 83.27% | 36.30% |
BULZ Underweight 41 Positions Relative to XPND
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | -5.44% | |
| TMUS | B | -4.81% | |
| V | A | -4.58% | |
| MA | C | -4.42% | |
| NOW | A | -3.71% | |
| INTU | C | -3.4% | |
| IBM | C | -3.34% | |
| TXN | C | -3.26% | |
| AMAT | F | -2.66% | |
| PANW | C | -2.22% | |
| FI | A | -2.11% | |
| ANET | C | -2.1% | |
| LRCX | F | -1.69% | |
| APH | A | -1.52% | |
| PYPL | B | -1.52% | |
| KLAC | D | -1.5% | |
| CRWD | B | -1.46% | |
| MSI | B | -1.43% | |
| MRVL | B | -1.36% | |
| WDAY | B | -1.24% | |
| ADSK | A | -1.15% | |
| CHTR | C | -0.98% | |
| APP | B | -0.7% | |
| WMG | C | -0.27% | |
| CPAY | A | -0.27% | |
| GEN | B | -0.26% | |
| FOXA | B | -0.26% | |
| EA | A | -0.25% | |
| IT | C | -0.25% | |
| TDY | B | -0.25% | |
| HPE | B | -0.25% | |
| TYL | B | -0.24% | |
| OMC | C | -0.24% | |
| MANH | D | -0.24% | |
| PTC | A | -0.24% | |
| NTAP | C | -0.22% | |
| BSY | D | -0.21% | |
| SWKS | F | -0.18% | |
| TER | D | -0.18% | |
| CDW | F | -0.18% | |
| MPWR | F | -0.14% |
BULZ: Top Represented Industries & Keywords
XPND: Top Represented Industries & Keywords
Compare ETFs
