CARD vs. DIVZ ETF Comparison

Comparison of Bank Of Montreal MAX Auto Industry -3x Inverse Leveraged ETN (CARD) to TrueShares Low Volatility Equity Income ETF (DIVZ)
CARD

Bank Of Montreal MAX Auto Industry -3x Inverse Leveraged ETN

CARD Description

CARD makes a big and bearish one-day bet against the US auto industry. The fund provides 3x daily inverse exposure to a modified liquidity-weighted index that includes firms engaged in automobile manufacturing, automobile parts and retail, and car dealing. The index defines the industries based on the North American Industry Classification System (NAICS) and selects US-listed equities, excluding ETPs. The fund gains its international exposure through the use of ADRs, but will specifically exclude issuers organized in Canada or China. As a geared product, CARD is designed as a short-term trading tool and not a long-term investment vehicle. Long-term returns could materially differ from those of the index due to daily compounding. Since the fund uses an ETN structure, investors assume the credit risk of the issuer.

Grade (RS Rating)

Last Trade

$10.49

Average Daily Volume

2,186

Number of Holdings *

20

* may have additional holdings in another (foreign) market
DIVZ

TrueShares Low Volatility Equity Income ETF

DIVZ Description The investment seeks to provide capital appreciation with lower volatility and a higher dividend yield compared to the S&P 500 Index. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts (ADRs). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.49

Average Daily Volume

17,762

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period CARD DIVZ
30 Days -2.21% -1.13%
60 Days 8.56% 0.28%
90 Days -11.59% 4.94%
12 Months -62.84% 23.18%
1 Overlapping Holdings
Symbol Grade Weight in CARD Weight in DIVZ Overlap
GPC F 4.01% 1.86% 1.86%
CARD Overweight 19 Positions Relative to DIVZ
Symbol Grade Weight
TSLA A 11.83%
F D 10.52%
GM B 10.14%
RIVN F 8.97%
ORLY C 8.54%
CVNA A 8.54%
AZO D 8.54%
KMX F 4.15%
STLA F 3.91%
LCID F 3.47%
AAP F 3.0%
LAD A 2.29%
AN F 1.91%
TM D 1.91%
ABG C 1.31%
GPI C 1.26%
FSS F 0.91%
PAG F 0.87%
HMC F 0.78%
CARD Underweight 29 Positions Relative to DIVZ
Symbol Grade Weight
NEE D -5.71%
PM A -4.73%
BTI C -4.61%
VZ D -4.3%
KMI B -4.06%
XOM C -3.89%
SBUX A -3.69%
UPS C -3.6%
MDT B -3.58%
APD B -3.31%
C A -3.27%
KO D -3.2%
KVUE B -3.14%
D B -3.09%
JNJ D -2.98%
UNH C -2.95%
AEP D -2.94%
HSY F -2.88%
OWL B -2.86%
PFE D -2.78%
CVX A -2.68%
PEP D -2.59%
ORCL B -2.33%
MS B -2.2%
GS B -2.19%
AVGO B -2.08%
EOG D -1.74%
LMT D -1.36%
QCOM D -0.89%
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