CPAI vs. KIE ETF Comparison
Comparison of Counterpoint Quantitative Equity ETF (CPAI) to SPDR S&P Insurance ETF (KIE)
CPAI
Counterpoint Quantitative Equity ETF
CPAI Description
CPAI employs a quantitative, model-driven strategy that integrates quantitative analysis and machine learning insights to navigate diverse market conditions. The portfolio consists of at least 50 US-listed companies of any capitalization or ADRs. The selection process relies on advanced quantitative models leveraging machine learning technology, considering over 30 variables related to value, long-term reversal, momentum, profitability, investor sentiment, and stock price stability. Additionally, the Adviser backtests variable combinations considered to be supported by economic reasoning or investor behavioral biases. The models continually learn and adapt relationships between input variables and realized historic returns, updating during quarterly portfolio rebalances. Moreover, rebalancing ensures the portfolio aligns with the models' rankings, with adjustments made to limit sector exposure to 35% or less.
Grade (RS Rating)
Last Trade
$35.05
Average Daily Volume
6,989
49
KIE
SPDR S&P Insurance ETF
KIE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$59.40
Average Daily Volume
1,137,067
50
Performance
| Period | CPAI | KIE |
|---|---|---|
| 30 Days | 2.40% | 2.04% |
| 60 Days | 9.97% | 5.39% |
| 90 Days | 11.09% | 10.00% |
| 12 Months | 37.48% |
CPAI Overweight 45 Positions Relative to KIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SFM | A | 2.51% | |
| SKYW | A | 2.49% | |
| TRGP | A | 2.46% | |
| TDS | B | 2.43% | |
| CARG | A | 2.37% | |
| LDOS | C | 2.33% | |
| NTGR | A | 2.27% | |
| GDDY | A | 2.23% | |
| OKE | A | 2.21% | |
| FTDR | B | 2.17% | |
| BRBR | A | 2.17% | |
| EQH | B | 2.16% | |
| HTZ | C | 2.13% | |
| FTI | A | 2.13% | |
| ACIW | B | 2.11% | |
| VIRT | A | 2.11% | |
| ORCL | A | 2.09% | |
| CVLT | B | 2.08% | |
| CAH | B | 2.08% | |
| MSI | A | 2.07% | |
| CLBT | C | 2.06% | |
| COR | B | 2.05% | |
| GOOGL | B | 2.05% | |
| PBI | C | 2.01% | |
| META | C | 1.93% | |
| RTX | D | 1.9% | |
| BRC | C | 1.89% | |
| TJX | A | 1.89% | |
| THC | C | 1.88% | |
| LESL | C | 1.87% | |
| NYT | D | 1.85% | |
| ZIM | A | 1.84% | |
| MSFT | D | 1.83% | |
| WBA | F | 1.82% | |
| AAPL | C | 1.81% | |
| PAA | A | 1.8% | |
| PAGP | A | 1.79% | |
| WES | C | 1.76% | |
| LLY | F | 1.74% | |
| MHO | D | 1.72% | |
| PRM | C | 1.72% | |
| ROST | D | 1.72% | |
| UHS | D | 1.64% | |
| HCA | D | 1.61% | |
| AGL | F | 0.95% |
CPAI Underweight 46 Positions Relative to KIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| GSHD | A | -2.37% | |
| BHF | A | -2.28% | |
| LNC | A | -2.28% | |
| PRI | A | -2.17% | |
| RYAN | A | -2.11% | |
| KMPR | A | -2.09% | |
| RLI | A | -2.09% | |
| WTM | A | -2.08% | |
| AON | A | -2.08% | |
| WTW | B | -2.07% | |
| AGO | A | -2.06% | |
| CINF | A | -2.06% | |
| SIGI | A | -2.05% | |
| THG | A | -2.04% | |
| BRO | B | -2.04% | |
| AIZ | A | -2.04% | |
| AXS | A | -2.03% | |
| PRU | A | -2.03% | |
| TRV | A | -2.02% | |
| MET | A | -2.02% | |
| PFG | C | -2.01% | |
| L | A | -2.0% | |
| MKL | A | -2.0% | |
| GL | B | -1.99% | |
| AIG | B | -1.99% | |
| ORI | A | -1.97% | |
| RNR | D | -1.96% | |
| RGA | A | -1.96% | |
| WRB | A | -1.95% | |
| ALL | A | -1.93% | |
| ESGR | B | -1.93% | |
| HIG | C | -1.9% | |
| AFG | A | -1.9% | |
| AFL | C | -1.88% | |
| AJG | A | -1.86% | |
| FNF | C | -1.86% | |
| MMC | C | -1.85% | |
| KNSL | C | -1.84% | |
| CB | C | -1.83% | |
| EG | D | -1.8% | |
| FAF | C | -1.79% | |
| ACGL | C | -1.69% | |
| PLMR | A | -1.64% | |
| ERIE | F | -1.55% | |
| STC | A | -1.38% | |
| OSCR | F | -1.2% |
CPAI: Top Represented Industries & Keywords
KIE: Top Represented Industries & Keywords
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