CPAI vs. QMOM ETF Comparison
Comparison of Counterpoint Quantitative Equity ETF (CPAI) to MomentumShares U.S. Quantitative Momentum ETF (QMOM)
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
$35.81
Average Daily Volume
7,195
49
QMOM
MomentumShares U.S. Quantitative Momentum ETF
QMOM Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of U.S. companies. The fund will invest primarily in the exchange-listed common stock of U.S. companies. The fund may invest in securities of companies in any industry and of any market capitalization. Although the fund generally expects to invest in companies with larger market capitalizations, the fund may invest in small- and mid-capitalization companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$70.36
Average Daily Volume
25,091
48
Performance
| Period | CPAI | QMOM |
|---|---|---|
| 30 Days | 5.48% | 8.58% |
| 60 Days | 9.78% | 10.20% |
| 90 Days | 11.01% | 14.22% |
| 12 Months | 52.40% |
CPAI Overweight 43 Positions Relative to QMOM
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRGP | A | 2.61% | |
| SKYW | C | 2.47% | |
| TDS | B | 2.45% | |
| OKE | A | 2.35% | |
| HTZ | C | 2.35% | |
| UNM | A | 2.3% | |
| NTGR | B | 2.29% | |
| CARG | B | 2.27% | |
| BRBR | A | 2.24% | |
| VIRT | A | 2.24% | |
| CNO | B | 2.14% | |
| FTI | A | 2.12% | |
| CLBT | B | 2.11% | |
| EQH | C | 2.1% | |
| ORCL | A | 2.1% | |
| CVLT | B | 2.09% | |
| FTDR | B | 2.09% | |
| GNW | A | 2.07% | |
| ZIM | C | 2.06% | |
| MSI | B | 2.05% | |
| PBI | B | 2.05% | |
| ACIW | B | 2.04% | |
| GOOGL | C | 2.03% | |
| COR | B | 2.01% | |
| CAH | B | 2.01% | |
| TJX | A | 1.91% | |
| PGR | A | 1.89% | |
| PAA | B | 1.88% | |
| PRM | C | 1.88% | |
| LESL | D | 1.87% | |
| PAGP | A | 1.87% | |
| LDOS | C | 1.86% | |
| AAPL | C | 1.86% | |
| RTX | D | 1.85% | |
| WES | C | 1.85% | |
| MSFT | D | 1.83% | |
| NYT | D | 1.76% | |
| BRC | D | 1.74% | |
| MHO | D | 1.73% | |
| ROST | D | 1.72% | |
| WBA | F | 1.7% | |
| LLY | F | 1.57% | |
| AGL | F | 0.82% |
CPAI Underweight 42 Positions Relative to QMOM
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | -2.3% | |
| NTRA | A | -2.27% | |
| ADMA | B | -2.27% | |
| POWL | C | -2.25% | |
| EME | A | -2.18% | |
| FICO | B | -2.18% | |
| SYF | B | -2.17% | |
| GNRC | C | -2.15% | |
| JEF | A | -2.14% | |
| EVR | B | -2.12% | |
| HWM | A | -2.12% | |
| WING | D | -2.11% | |
| VST | A | -2.1% | |
| RCL | A | -2.1% | |
| DVA | C | -2.08% | |
| EAT | A | -2.08% | |
| TT | A | -2.06% | |
| FITB | B | -2.03% | |
| CRS | B | -2.02% | |
| KKR | A | -2.02% | |
| AXP | A | -2.0% | |
| STEP | C | -2.0% | |
| ANF | F | -2.0% | |
| BLDR | D | -1.98% | |
| ISRG | A | -1.98% | |
| MMM | D | -1.96% | |
| PWR | A | -1.96% | |
| NRG | B | -1.95% | |
| TOL | B | -1.95% | |
| GWRE | A | -1.94% | |
| GE | D | -1.93% | |
| TXRH | B | -1.93% | |
| BLD | D | -1.92% | |
| NVR | D | -1.91% | |
| CBRE | B | -1.88% | |
| WSM | C | -1.87% | |
| LEN | D | -1.87% | |
| TRU | D | -1.84% | |
| PSN | D | -1.73% | |
| SN | D | -1.72% | |
| CEG | C | -1.62% | |
| ZETA | D | -1.12% |
CPAI: Top Represented Industries & Keywords
QMOM: Top Represented Industries & Keywords
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