CFA vs. USPX ETF Comparison

Comparison of Compass EMP US 500 Volatility Weighted Index ETF (CFA) to Franklin U.S. Equity Index ETF (USPX)

CFA

Compass EMP US 500 Volatility Weighted Index ETF

CFA Description

The investment seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Volatility Weighted Index before fees and expenses. The index is an unmanaged index that was created by the fund's investment advisor and generally consists of the common stock of the 500 largest companies by market capitalization that have their headquarters in the U.S. and the stock of which trades on U.S. exchanges. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in securities of U.S. issuers included in the index as of its most recent reconstitution.

Grade (RS Rating)

Last Trade

$90.25

Average Daily Volume

9,545

Number of Holdings ^*

495

* may have additional holdings in another (foreign) market

USPX

Franklin U.S. Equity Index ETF

USPX Description

The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Equity Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries that have favorable exposure to multiple investment style factors.

Grade (RS Rating)

Last Trade

$52.38

Average Daily Volume

42,046

Number of Holdings ^*

543

* may have additional holdings in another (foreign) market

Performance

Period	CFA	USPX
30 Days	4.63%	3.77%
60 Days	5.67%	5.00%
90 Days	8.16%	6.73%
12 Months	29.52%	33.32%

437 Overlapping Holdings

	Symbol	Grade	Weight in CFA	Weight in USPX	Overlap
	A	D	0.16%	0.07%	0.07%
	AAPL	C	0.2%	6.32%	0.2%
	ABBV	D	0.2%	0.57%	0.2%
	ABNB	C	0.16%	0.11%	0.11%
	ABT	B	0.27%	0.39%	0.27%
	ACGL	D	0.2%	0.08%	0.08%
	ACN	C	0.2%	0.44%	0.2%
	ADBE	C	0.11%	0.43%	0.11%
	ADI	D	0.13%	0.2%	0.13%
	ADM	D	0.11%	0.05%	0.05%
	ADP	B	0.35%	0.24%	0.24%
	ADSK	A	0.2%	0.13%	0.13%
	AEE	A	0.26%	0.05%	0.05%
	AEP	D	0.23%	0.1%	0.1%
	AES	F	0.1%	0.02%	0.02%
	AFG	A	0.26%	0.02%	0.02%
	AFL	B	0.23%	0.11%	0.11%
	AIG	B	0.23%	0.1%	0.1%
	AJG	B	0.25%	0.13%	0.13%
	AKAM	D	0.15%	0.03%	0.03%
	ALGN	D	0.12%	0.03%	0.03%
	ALL	A	0.24%	0.1%	0.1%
	ALLE	D	0.21%	0.02%	0.02%
	AMAT	F	0.1%	0.28%	0.1%
	AMD	F	0.09%	0.43%	0.09%
	AME	A	0.25%	0.09%	0.09%
	AMGN	D	0.15%	0.3%	0.15%
	AMP	A	0.32%	0.11%	0.11%
	AMZN	C	0.2%	3.77%	0.2%
	ANET	C	0.12%	0.19%	0.12%
	AON	A	0.23%	0.16%	0.16%
	APD	A	0.19%	0.14%	0.14%
	APH	A	0.2%	0.16%	0.16%
	APO	B	0.22%	0.13%	0.13%
	APTV	D	0.09%	0.02%	0.02%
	ARES	A	0.2%	0.06%	0.06%
	ATO	A	0.35%	0.05%	0.05%
	AVGO	D	0.1%	1.48%	0.1%
	AVTR	F	0.11%	0.03%	0.03%
	AVY	D	0.25%	0.03%	0.03%
	AWK	D	0.22%	0.05%	0.05%
	AXON	A	0.22%	0.09%	0.09%
	AXP	A	0.23%	0.31%	0.23%
	AZO	C	0.22%	0.1%	0.1%
	BAC	A	0.24%	0.62%	0.24%
	BAH	F	0.15%	0.03%	0.03%
	BBY	D	0.12%	0.03%	0.03%
	BDX	F	0.24%	0.13%	0.13%
	BG	F	0.17%	0.02%	0.02%
	BIIB	F	0.13%	0.04%	0.04%
	BK	A	0.31%	0.12%	0.12%
	BKNG	A	0.22%	0.33%	0.22%
	BKR	B	0.23%	0.09%	0.09%
	BLDR	D	0.1%	0.04%	0.04%
	BLK	C	0.29%	0.31%	0.29%
	BMRN	D	0.12%	0.02%	0.02%
	BR	A	0.26%	0.05%	0.05%
	BRK.A	B	0.35%	1.67%	0.35%
	BRO	B	0.26%	0.05%	0.05%
	BSX	B	0.3%	0.25%	0.25%
	BSY	D	0.14%	0.01%	0.01%
	BURL	A	0.13%	0.03%	0.03%
	BX	A	0.2%	0.25%	0.2%
	C	A	0.21%	0.25%	0.21%
	CAG	D	0.19%	0.02%	0.02%
	CAH	B	0.23%	0.06%	0.06%
	CARR	D	0.16%	0.12%	0.12%
	CAT	B	0.2%	0.37%	0.2%
	CB	C	0.28%	0.21%	0.21%
	CBRE	B	0.19%	0.08%	0.08%
	CDNS	B	0.16%	0.16%	0.16%
	CDW	F	0.15%	0.05%	0.05%
	CE	F	0.1%	0.01%	0.01%
	CEG	D	0.12%	0.14%	0.12%
	CF	B	0.18%	0.03%	0.03%
	CFG	B	0.17%	0.04%	0.04%
	CHD	B	0.32%	0.05%	0.05%
	CHTR	C	0.13%	0.08%	0.08%
	CI	F	0.22%	0.18%	0.18%
	CINF	A	0.25%	0.05%	0.05%
	CL	D	0.29%	0.15%	0.15%
	CLX	B	0.23%	0.04%	0.04%
	CMCSA	B	0.24%	0.33%	0.24%
	CME	A	0.28%	0.16%	0.16%
	CMG	B	0.17%	0.16%	0.16%
	CMI	A	0.23%	0.1%	0.1%
	CMS	C	0.27%	0.04%	0.04%
	CNC	D	0.14%	0.06%	0.06%
	CNP	B	0.25%	0.04%	0.04%
	COF	B	0.23%	0.14%	0.14%
	COIN	C	0.11%	0.12%	0.11%
	COP	C	0.24%	0.26%	0.24%
	COR	B	0.28%	0.08%	0.08%
	COST	B	0.24%	0.79%	0.24%
	CPAY	A	0.21%	0.04%	0.04%
	CPB	D	0.2%	0.02%	0.02%
	CPNG	D	0.14%	0.06%	0.06%
	CPRT	A	0.27%	0.1%	0.1%
	CRBG	B	0.17%	0.01%	0.01%
	CRM	B	0.17%	0.59%	0.17%
	CRWD	B	0.12%	0.16%	0.12%
	CSCO	B	0.29%	0.45%	0.29%
	CSGP	D	0.16%	0.06%	0.06%
	CSX	B	0.28%	0.13%	0.13%
	CTAS	B	0.26%	0.15%	0.15%
	CTRA	B	0.23%	0.04%	0.04%
	CTSH	B	0.23%	0.08%	0.08%
	CTVA	C	0.15%	0.08%	0.08%
	CVS	D	0.14%	0.13%	0.13%
	CVX	A	0.27%	0.53%	0.27%
	D	C	0.21%	0.09%	0.09%
	DAL	C	0.22%	0.08%	0.08%
	DD	D	0.17%	0.07%	0.07%
	DDOG	A	0.14%	0.07%	0.07%
	DE	A	0.21%	0.2%	0.2%
	DECK	A	0.13%	0.05%	0.05%
	DELL	C	0.09%	0.07%	0.07%
	DG	F	0.09%	0.03%	0.03%
	DGX	A	0.24%	0.04%	0.04%
	DHI	D	0.12%	0.09%	0.09%
	DHR	F	0.18%	0.29%	0.18%
	DIS	B	0.22%	0.41%	0.22%
	DOCU	A	0.17%	0.03%	0.03%
	DOV	A	0.25%	0.05%	0.05%
	DOW	F	0.2%	0.06%	0.06%
	DPZ	C	0.17%	0.03%	0.03%
	DRI	B	0.23%	0.04%	0.04%
	DT	C	0.15%	0.03%	0.03%
	DTE	C	0.24%	0.05%	0.05%
	DUK	C	0.3%	0.17%	0.17%
	DVN	F	0.17%	0.05%	0.05%
	DXCM	D	0.08%	0.06%	0.06%
	EA	A	0.29%	0.08%	0.08%
	EBAY	D	0.2%	0.06%	0.06%
	ECL	D	0.23%	0.12%	0.12%
	ED	D	0.26%	0.06%	0.06%
	EFX	F	0.13%	0.06%	0.06%
	EG	C	0.19%	0.03%	0.03%
	EIX	B	0.24%	0.06%	0.06%
	EL	F	0.09%	0.03%	0.03%
	ELV	F	0.17%	0.18%	0.17%
	EMN	D	0.22%	0.02%	0.02%
	EMR	A	0.23%	0.14%	0.14%
	ENPH	F	0.04%	0.02%	0.02%
	ENTG	D	0.1%	0.03%	0.03%
	EOG	A	0.23%	0.15%	0.15%
	EPAM	C	0.12%	0.03%	0.03%
	EQH	B	0.23%	0.03%	0.03%
	EQT	B	0.2%	0.05%	0.05%
	ETN	A	0.19%	0.28%	0.19%
	ETR	B	0.32%	0.06%	0.06%
	EVRG	A	0.29%	0.03%	0.03%
	EW	C	0.1%	0.08%	0.08%
	EWBC	A	0.21%	0.03%	0.03%
	EXC	C	0.22%	0.08%	0.08%
	EXPD	D	0.22%	0.03%	0.03%
	EXPE	B	0.15%	0.04%	0.04%
	F	C	0.12%	0.08%	0.08%
	FANG	D	0.17%	0.06%	0.06%
	FAST	B	0.26%	0.09%	0.09%
	FCNCA	A	0.17%	0.06%	0.06%
	FCX	D	0.13%	0.12%	0.12%
	FDS	B	0.25%	0.04%	0.04%
	FDX	B	0.15%	0.13%	0.13%
	FE	C	0.27%	0.04%	0.04%
	FFIV	B	0.21%	0.03%	0.03%
	FI	A	0.34%	0.24%	0.24%
	FICO	B	0.2%	0.11%	0.11%
	FIS	C	0.22%	0.1%	0.1%
	FITB	A	0.19%	0.06%	0.06%
	FNF	B	0.2%	0.03%	0.03%
	FOXA	B	0.25%	0.02%	0.02%
	FSLR	F	0.08%	0.04%	0.04%
	FTNT	C	0.14%	0.12%	0.12%
	FTV	C	0.21%	0.05%	0.05%
	GD	F	0.29%	0.13%	0.13%
	GDDY	A	0.24%	0.05%	0.05%
	GE	D	0.17%	0.38%	0.17%
	GEHC	F	0.15%	0.06%	0.06%
	GEN	B	0.17%	0.03%	0.03%
	GEV	B	0.15%	0.18%	0.15%
	GILD	C	0.21%	0.22%	0.21%
	GIS	D	0.21%	0.07%	0.07%
	GLW	B	0.19%	0.07%	0.07%
	GM	B	0.19%	0.12%	0.12%
	GOOGL	C	0.19%	1.98%	0.19%
	GPC	D	0.17%	0.03%	0.03%
	GPN	B	0.17%	0.06%	0.06%
	GRMN	B	0.21%	0.06%	0.06%
	GS	A	0.24%	0.38%	0.24%
	GWW	B	0.27%	0.09%	0.09%
	HAL	C	0.18%	0.05%	0.05%
	HBAN	A	0.21%	0.05%	0.05%
	HCA	F	0.17%	0.12%	0.12%
	HD	A	0.25%	0.79%	0.25%
	HEI	B	0.24%	0.03%	0.03%
	HEI	B	0.24%	0.02%	0.02%
	HIG	B	0.25%	0.07%	0.07%
	HII	D	0.15%	0.02%	0.02%
	HLT	A	0.29%	0.12%	0.12%
	HOLX	D	0.29%	0.04%	0.04%
	HON	B	0.33%	0.29%	0.29%
	HPE	B	0.15%	0.05%	0.05%
	HPQ	B	0.15%	0.07%	0.07%
	HRL	D	0.15%	0.02%	0.02%
	HSY	F	0.19%	0.05%	0.05%
	HUBB	B	0.18%	0.05%	0.05%
	HUM	C	0.1%	0.06%	0.06%
	HWM	A	0.16%	0.09%	0.09%
	IBM	C	0.21%	0.37%	0.21%
	ICE	C	0.3%	0.18%	0.18%
	IDXX	F	0.16%	0.07%	0.07%
	IEX	B	0.27%	0.04%	0.04%
	INCY	C	0.22%	0.03%	0.03%
	INTC	D	0.1%	0.2%	0.1%
	INTU	C	0.18%	0.37%	0.18%
	IP	B	0.19%	0.04%	0.04%
	IPG	D	0.19%	0.02%	0.02%
	IQV	D	0.12%	0.07%	0.07%
	IR	B	0.2%	0.08%	0.08%
	ISRG	A	0.19%	0.37%	0.19%
	IT	C	0.21%	0.08%	0.08%
	ITW	B	0.33%	0.16%	0.16%
	J	F	0.23%	0.03%	0.03%
	JBHT	C	0.18%	0.03%	0.03%
	JCI	C	0.21%	0.11%	0.11%
	JKHY	D	0.25%	0.03%	0.03%
	JNJ	D	0.28%	0.73%	0.28%
	JPM	A	0.26%	1.36%	0.26%
	KDP	D	0.24%	0.07%	0.07%
	KEY	B	0.16%	0.04%	0.04%
	KEYS	A	0.14%	0.05%	0.05%
	KHC	F	0.2%	0.05%	0.05%
	KKR	A	0.18%	0.19%	0.18%
	KLAC	D	0.09%	0.17%	0.09%
	KMB	D	0.23%	0.09%	0.09%
	KMI	A	0.37%	0.11%	0.11%
	KMX	B	0.12%	0.02%	0.02%
	KO	D	0.33%	0.47%	0.33%
	KR	B	0.24%	0.08%	0.08%
	KVUE	A	0.18%	0.08%	0.08%
	L	A	0.33%	0.03%	0.03%
	LDOS	C	0.26%	0.04%	0.04%
	LEN	D	0.14%	0.08%	0.08%
	LH	C	0.22%	0.04%	0.04%
	LHX	C	0.28%	0.1%	0.1%
	LII	A	0.18%	0.05%	0.05%
	LIN	D	0.3%	0.42%	0.3%
	LLY	F	0.12%	1.24%	0.12%
	LMT	D	0.3%	0.23%	0.23%
	LNG	B	0.3%	0.09%	0.09%
	LNT	A	0.27%	0.03%	0.03%
	LOW	D	0.22%	0.3%	0.22%
	LPLA	A	0.21%	0.05%	0.05%
	LRCX	F	0.1%	0.18%	0.1%
	LUV	C	0.13%	0.04%	0.04%
	LVS	C	0.21%	0.04%	0.04%
	LYB	F	0.22%	0.04%	0.04%
	LYV	A	0.23%	0.04%	0.04%
	MA	C	0.32%	0.83%	0.32%
	MAR	B	0.27%	0.13%	0.13%
	MAS	D	0.17%	0.03%	0.03%
	MCD	D	0.26%	0.41%	0.26%
	MCHP	D	0.1%	0.07%	0.07%
	MCK	B	0.24%	0.17%	0.17%
	MCO	B	0.23%	0.15%	0.15%
	MDLZ	F	0.24%	0.17%	0.17%
	MDT	D	0.25%	0.22%	0.22%
	MET	A	0.26%	0.1%	0.1%
	META	D	0.13%	2.37%	0.13%
	MGM	D	0.14%	0.02%	0.02%
	MKC	D	0.18%	0.04%	0.04%
	MKL	A	0.25%	0.05%	0.05%
	MLM	B	0.22%	0.07%	0.07%
	MMC	B	0.3%	0.22%	0.22%
	MMM	D	0.12%	0.14%	0.12%
	MNST	C	0.23%	0.07%	0.07%
	MO	A	0.27%	0.19%	0.19%
	MOH	F	0.13%	0.03%	0.03%
	MPC	D	0.15%	0.1%	0.1%
	MPWR	F	0.06%	0.05%	0.05%
	MRK	F	0.18%	0.48%	0.18%
	MS	A	0.26%	0.33%	0.26%
	MSCI	C	0.16%	0.09%	0.09%
	MSFT	F	0.24%	6.06%	0.24%
	MSI	B	0.31%	0.15%	0.15%
	MTB	A	0.22%	0.07%	0.07%
	MTD	D	0.11%	0.05%	0.05%
	NBIX	C	0.12%	0.02%	0.02%
	NDAQ	A	0.26%	0.06%	0.06%
	NEE	D	0.17%	0.31%	0.17%
	NFLX	A	0.19%	0.71%	0.19%
	NI	A	0.32%	0.03%	0.03%
	NKE	D	0.12%	0.18%	0.12%
	NOC	D	0.23%	0.13%	0.13%
	NOW	A	0.15%	0.39%	0.15%
	NRG	B	0.15%	0.04%	0.04%
	NSC	B	0.18%	0.11%	0.11%
	NTAP	C	0.14%	0.05%	0.05%
	NTRS	A	0.24%	0.05%	0.05%
	NUE	C	0.17%	0.07%	0.07%
	NVDA	C	0.1%	6.61%	0.1%
	NVR	D	0.19%	0.05%	0.05%
	NWSA	B	0.22%	0.02%	0.02%
	NXPI	D	0.11%	0.11%	0.11%
	OC	A	0.18%	0.03%	0.03%
	ODFL	B	0.17%	0.08%	0.08%
	OKE	A	0.32%	0.12%	0.12%
	OMC	C	0.22%	0.04%	0.04%
	ON	D	0.08%	0.06%	0.06%
	ORCL	B	0.2%	0.58%	0.2%
	ORLY	B	0.26%	0.14%	0.14%
	OTIS	C	0.28%	0.08%	0.08%
	OXY	D	0.2%	0.06%	0.06%
	PANW	C	0.11%	0.24%	0.11%
	PAYX	C	0.27%	0.09%	0.09%
	PCAR	B	0.22%	0.11%	0.11%
	PCG	A	0.27%	0.09%	0.09%
	PEG	A	0.3%	0.09%	0.09%
	PEP	F	0.25%	0.43%	0.25%
	PFG	D	0.26%	0.04%	0.04%
	PG	A	0.31%	0.79%	0.31%
	PGR	A	0.23%	0.29%	0.23%
	PH	A	0.2%	0.17%	0.17%
	PHM	D	0.15%	0.06%	0.06%
	PINS	D	0.1%	0.03%	0.03%
	PKG	A	0.29%	0.04%	0.04%
	PLTR	B	0.15%	0.26%	0.15%
	PM	B	0.31%	0.39%	0.31%
	PNC	B	0.21%	0.16%	0.16%
	PODD	C	0.15%	0.04%	0.04%
	POOL	C	0.15%	0.03%	0.03%
	PPG	F	0.26%	0.06%	0.06%
	PPL	B	0.31%	0.05%	0.05%
	PRU	A	0.22%	0.09%	0.09%
	PSX	C	0.18%	0.11%	0.11%
	PTC	A	0.24%	0.04%	0.04%
	PWR	A	0.17%	0.09%	0.09%
	PYPL	B	0.16%	0.18%	0.16%
	QCOM	F	0.11%	0.35%	0.11%
	RCL	A	0.19%	0.11%	0.11%
	REGN	F	0.18%	0.16%	0.16%
	RF	A	0.2%	0.05%	0.05%
	RGA	A	0.22%	0.03%	0.03%
	RJF	A	0.3%	0.06%	0.06%
	RMD	C	0.11%	0.06%	0.06%
	ROK	B	0.14%	0.07%	0.07%
	ROL	B	0.22%	0.03%	0.03%
	ROP	B	0.26%	0.11%	0.11%
	ROST	C	0.22%	0.09%	0.09%
	RSG	A	0.34%	0.08%	0.08%
	RTX	C	0.26%	0.31%	0.26%
	RVTY	F	0.14%	0.03%	0.03%
	SBUX	A	0.12%	0.22%	0.12%
	SCHW	B	0.22%	0.23%	0.22%
	SHW	A	0.23%	0.18%	0.18%
	SJM	D	0.2%	0.02%	0.02%
	SLB	C	0.18%	0.12%	0.12%
	SMCI	F	0.02%	0.02%	0.02%
	SNA	A	0.26%	0.04%	0.04%
	SNPS	B	0.14%	0.16%	0.14%
	SO	D	0.28%	0.19%	0.19%
	SPGI	C	0.29%	0.31%	0.29%
	SQ	B	0.13%	0.09%	0.09%
	SRE	A	0.3%	0.11%	0.11%
	SSNC	B	0.25%	0.03%	0.03%
	STE	F	0.2%	0.04%	0.04%
	STLD	B	0.2%	0.04%	0.04%
	STT	A	0.24%	0.06%	0.06%
	STX	D	0.15%	0.04%	0.04%
	STZ	D	0.24%	0.07%	0.07%
	SWKS	F	0.1%	0.03%	0.03%
	SYF	B	0.2%	0.05%	0.05%
	SYK	C	0.26%	0.27%	0.26%
	SYY	B	0.23%	0.07%	0.07%
	T	A	0.28%	0.32%	0.28%
	TAP	C	0.23%	0.02%	0.02%
	TDG	D	0.2%	0.14%	0.14%
	TDY	B	0.22%	0.04%	0.04%
	TECH	D	0.11%	0.02%	0.02%
	TER	D	0.08%	0.03%	0.03%
	TFX	F	0.14%	0.01%	0.01%
	TGT	F	0.15%	0.14%	0.14%
	TJX	A	0.27%	0.27%	0.27%
	TMO	F	0.19%	0.38%	0.19%
	TMUS	B	0.42%	0.23%	0.23%
	TPL	A	0.19%	0.05%	0.05%
	TRGP	B	0.32%	0.08%	0.08%
	TRMB	B	0.23%	0.03%	0.03%
	TROW	B	0.22%	0.05%	0.05%
	TRV	B	0.25%	0.11%	0.11%
	TSCO	D	0.2%	0.05%	0.05%
	TSLA	B	0.13%	1.75%	0.13%
	TT	A	0.23%	0.17%	0.17%
	TTD	B	0.12%	0.11%	0.11%
	TXN	C	0.17%	0.36%	0.17%
	TXT	D	0.19%	0.03%	0.03%
	TYL	B	0.2%	0.05%	0.05%
	UAL	A	0.22%	0.06%	0.06%
	UBER	D	0.12%	0.29%	0.12%
	UHS	D	0.15%	0.02%	0.02%
	ULTA	F	0.14%	0.03%	0.03%
	UNH	C	0.19%	1.07%	0.19%
	UNP	C	0.25%	0.28%	0.25%
	UPS	C	0.18%	0.19%	0.18%
	URI	B	0.14%	0.11%	0.11%
	USB	A	0.19%	0.15%	0.15%
	V	A	0.35%	1.01%	0.35%
	VEEV	C	0.16%	0.06%	0.06%
	VLO	C	0.16%	0.09%	0.09%
	VLTO	D	0.2%	0.05%	0.05%
	VMC	B	0.23%	0.08%	0.08%
	VRSK	A	0.24%	0.08%	0.08%
	VRSN	F	0.25%	0.03%	0.03%
	VRT	B	0.13%	0.08%	0.08%
	VST	B	0.16%	0.09%	0.09%
	VZ	C	0.23%	0.35%	0.23%
	WAB	B	0.26%	0.07%	0.07%
	WAT	B	0.16%	0.04%	0.04%
	WDAY	B	0.14%	0.11%	0.11%
	WEC	A	0.26%	0.06%	0.06%
	WFC	A	0.24%	0.5%	0.24%
	WLK	D	0.15%	0.01%	0.01%
	WM	A	0.27%	0.15%	0.15%
	WMB	A	0.33%	0.13%	0.13%
	WMT	A	0.29%	0.72%	0.29%
	WRB	A	0.22%	0.04%	0.04%
	WSO	A	0.19%	0.04%	0.04%
	WST	C	0.13%	0.05%	0.05%
	XEL	A	0.23%	0.08%	0.08%
	XOM	B	0.26%	1.04%	0.26%
	XYL	D	0.21%	0.06%	0.06%
	YUM	B	0.29%	0.07%	0.07%
	ZBH	C	0.24%	0.04%	0.04%
	ZBRA	B	0.15%	0.05%	0.05%
	ZM	B	0.17%	0.04%	0.04%
	ZTS	D	0.17%	0.16%	0.16%

CFA Overweight 59 Positions Relative to USPX

	Symbol	Grade	Weight
	IBKR	A	0.28%
	GGG	B	0.27%
	RPM	A	0.26%
	CW	B	0.26%
	APP	B	0.25%
	SCI	B	0.25%
	JEF	A	0.24%
	TW	A	0.24%
	CBOE	B	0.23%
	TXRH	C	0.23%
	ACM	A	0.23%
	MORN	B	0.23%
	RNR	C	0.22%
	USFD	A	0.22%
	NDSN	B	0.21%
	PFGC	B	0.21%
	EME	C	0.2%
	OWL	A	0.2%
	ITT	A	0.2%
	CSL	C	0.19%
	WMG	C	0.19%
	CLH	B	0.19%
	RS	B	0.19%
	DVA	B	0.18%
	CASY	A	0.18%
	OVV	B	0.18%
	RYAN	B	0.18%
	H	B	0.18%
	TTEK	F	0.17%
	AOS	F	0.17%
	PR	B	0.17%
	PAG	B	0.17%
	UTHR	C	0.16%
	CHRW	C	0.15%
	JLL	D	0.15%
	MANH	D	0.15%
	ERIE	D	0.15%
	FIX	A	0.14%
	XPO	B	0.14%
	UHAL	D	0.14%
	HOOD	B	0.14%
	SOLV	C	0.13%
	THC	D	0.13%
	TOL	B	0.13%
	JBL	B	0.13%
	ALLY	C	0.12%
	COKE	C	0.12%
	WMS	D	0.11%
	FND	C	0.11%
	WING	D	0.11%
	DKS	C	0.1%
	BLD	D	0.1%
	WSM	B	0.1%
	KNSL	B	0.1%
	CVNA	B	0.09%
	PSTG	D	0.09%
	CHWY	B	0.08%
	SRPT	D	0.07%
	RKT	F	0.06%

CFA Underweight 106 Positions Relative to USPX

	Symbol	Grade	Weight
	GOOG	C	-1.77%
	PFE	D	-0.28%
	VRTX	F	-0.24%
	BMY	B	-0.23%
	PLD	D	-0.21%
	MU	D	-0.21%
	BA	F	-0.2%
	AMT	D	-0.18%
	MELI	D	-0.18%
	EQIX	A	-0.17%
	WELL	A	-0.16%
	MRVL	B	-0.15%
	TFC	A	-0.12%
	SPG	B	-0.11%
	DASH	A	-0.11%
	DLR	B	-0.11%
	O	D	-0.1%
	PSA	D	-0.1%
	CCI	D	-0.09%
	DFS	B	-0.09%
	NEM	D	-0.09%
	SNOW	C	-0.08%
	HES	B	-0.08%
	IRM	D	-0.07%
	EXR	D	-0.07%
	LULU	C	-0.07%
	TEAM	A	-0.07%
	ALNY	D	-0.06%
	TTWO	A	-0.06%
	WTW	B	-0.06%
	AVB	B	-0.06%
	VICI	C	-0.06%
	HUBS	A	-0.06%
	CCL	B	-0.05%
	EQR	B	-0.05%
	VTR	C	-0.05%
	SW	A	-0.05%
	RBLX	C	-0.05%
	ANSS	B	-0.05%
	NET	B	-0.05%
	TSN	B	-0.04%
	ESS	B	-0.04%
	MAA	B	-0.04%
	BALL	D	-0.04%
	WDC	D	-0.04%
	ZS	C	-0.04%
	INVH	D	-0.04%
	WBD	C	-0.04%
	K	A	-0.04%
	ILMN	D	-0.04%
	SBAC	D	-0.04%
	ES	D	-0.04%
	MDB	C	-0.04%
	IFF	D	-0.04%
	WY	D	-0.04%
	REG	B	-0.03%
	SWK	D	-0.03%
	DLTR	F	-0.03%
	VTRS	A	-0.03%
	AMCR	D	-0.03%
	SUI	D	-0.03%
	DOC	D	-0.03%
	UDR	B	-0.03%
	MRO	B	-0.03%
	FLEX	A	-0.03%
	BAX	D	-0.03%
	ARE	D	-0.03%
	KIM	A	-0.03%
	PNR	A	-0.03%
	TRU	D	-0.03%
	TWLO	A	-0.03%
	ACI	C	-0.02%
	SCCO	F	-0.02%
	APA	D	-0.02%
	PAYC	B	-0.02%
	EXAS	D	-0.02%
	MOS	F	-0.02%
	WYNN	D	-0.02%
	CG	A	-0.02%
	RPRX	D	-0.02%
	DAY	B	-0.02%
	CNH	C	-0.02%
	LW	C	-0.02%
	LKQ	D	-0.02%
	CCK	C	-0.02%
	CRL	C	-0.02%
	HST	C	-0.02%
	SNAP	C	-0.02%
	JNPR	F	-0.02%
	Z	A	-0.02%
	OKTA	C	-0.02%
	CPT	B	-0.02%
	WPC	D	-0.02%
	ALB	C	-0.02%
	MRNA	F	-0.02%
	BXP	D	-0.02%
	ELS	C	-0.02%
	AGR	B	-0.01%
	NWS	B	-0.01%
	ZG	A	-0.01%
	U	C	-0.01%
	FOX	A	-0.01%
	BEN	C	-0.01%
	WBA	F	-0.01%
	SIRI	C	-0.01%
	QRVO	F	-0.01%

CFA: Top Represented Industries & Keywords

Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Asset Management Semiconductors Specialty Retail Capital Markets Diagnostics & Research Insurance - Property & Casualty Aerospace & Defense Banks - Regional - US Oil & Gas E&P Medical Devices Restaurants Software - Infrastructure Specialty Chemicals Biotechnology Drug Manufacturers - Major Engineering & Construction

Keywords: S&P 500 Nasdaq 100 Natural Gas Insurance Computing Dow Jones Component Electricity Electronics Aerospace Medicine Bank Chemical Semiconductor Banking Insurance Products Telecommunications Cloud Computing IBD 50 Investment Bank Mining

USPX: Top Represented Industries & Keywords

Industries: Software - Application Utilities - Regulated Electric Diversified Industrials Business Services Diagnostics & Research Semiconductors Asset Management Aerospace & Defense Banks - Regional - US Oil & Gas E&P Biotechnology Capital Markets Drug Manufacturers - Major Insurance - Property & Casualty Packaged Foods REIT - Residential Software - Infrastructure Specialty Chemicals Specialty Retail Medical Devices

Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electricity Dow Jones Component Electronics Bank Chemical Aerospace Medicine Real Estate Investment Trust Telecommunications Banking Cloud Computing Mobile Devices Semiconductor Mining Insurance Products