CWS vs. INFL ETF Comparison
Comparison of AdvisorShares Focused Equity ETF (CWS) to Horizon Kinetics Inflation Beneficiaries ETF (INFL)
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.
Grade (RS Rating)
Last Trade
$68.39
Average Daily Volume
9,535
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
INFL
Horizon Kinetics Inflation Beneficiaries ETF
INFL Description
The investment seeks long-term growth of capital in real (inflation-adjusted) terms. The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in the equity securities of domestic and foreign companies that are expected to benefit, either directly or indirectly, from rising prices (inflation). The fund's investments in equity securities are generally expected to include common stock, ownership units of publicly traded MLPs, and units of royalty trusts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$38.82
Average Daily Volume
86,923
Number of Holdings
*
16
* may have additional holdings in another (foreign) market
Performance
| Period | CWS | INFL |
|---|---|---|
| 30 Days | 2.06% | 7.68% |
| 60 Days | 7.63% | 14.65% |
| 90 Days | 9.64% | 12.65% |
| 12 Months | 33.60% | 32.40% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CWS | Weight in INFL | Overlap | |
|---|---|---|---|---|---|
| ICE | A | 4.31% | 4.67% | 4.31% |
CWS Overweight 24 Positions Relative to INFL
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | C | 5.69% | |
| HEI | C | 5.0% | |
| MLR | B | 4.9% | |
| AFL | A | 4.74% | |
| FI | A | 4.64% | |
| APH | D | 4.47% | |
| MCO | D | 4.16% | |
| SYK | C | 4.13% | |
| TMO | D | 3.98% | |
| ROL | C | 3.97% | |
| OTIS | A | 3.96% | |
| SLGN | B | 3.92% | |
| AWK | D | 3.82% | |
| SAIC | A | 3.81% | |
| COR | F | 3.79% | |
| BR | B | 3.63% | |
| HSY | D | 3.57% | |
| ABT | C | 3.57% | |
| INTU | F | 3.41% | |
| FDS | C | 3.34% | |
| AGM | D | 3.33% | |
| PII | D | 3.01% | |
| MGRC | D | 3.01% | |
| CE | D | 3.0% |
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Medical Distribution
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
INFL: Top Represented Industries & Keywords
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