DIVY vs. LMBO ETF Comparison

Comparison of Sound Equity Income ETF (DIVY) to Direxion Daily Crypto Industry Bull 2X Shares (LMBO)
DIVY

Sound Equity Income ETF

DIVY Description

The investment seeks to produce long-term capital appreciation. The fund's principal investment strategy is designed to provide exposure to the aggregate value of ordinary dividends expected to be paid on a portfolio of large capitalization equity securities listed for trading in the U.S. (Large Cap Securities). The fund may use a variety of investment strategies to achieve this objective. Under normal circumstances, it generally invests in a combination of dividend swaps, dividend futures and forwards on indexes of Large Cap Securities (Large Cap Securities Indexes). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.09

Average Daily Volume

4,316

Number of Holdings *

8

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

Direxion Daily Crypto Industry Bull 2X Shares

LMBO Description The index seeks to track the performance of US-listed securities that have business operations in the field of distributed ledger or decentralized payment technology. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.75

Average Daily Volume

5,781

Number of Holdings *

21

* may have additional holdings in another (foreign) market
Performance
Period DIVY LMBO
30 Days 1.25% 31.47%
60 Days 1.03% 49.50%
90 Days 2.15% 43.58%
12 Months 13.38%
0 Overlapping Holdings
Symbol Grade Weight in DIVY Weight in LMBO Overlap
DIVY Overweight 8 Positions Relative to LMBO
Symbol Grade Weight
OKE A 4.95%
T A 4.76%
LYB F 4.09%
IBM C 3.99%
OMC C 3.81%
C A 3.63%
MTB A 3.52%
PFE D 3.43%
DIVY Underweight 21 Positions Relative to LMBO
Symbol Grade Weight
PYPL B -5.29%
NU C -5.28%
NVDA C -5.27%
V A -5.22%
MA C -4.98%
AMD F -4.37%
COIN C -4.04%
HOOD B -3.61%
IBKR A -3.51%
MARA C -3.41%
SQ B -3.34%
DKNG B -3.23%
GLOB B -3.12%
FOUR B -3.08%
RIOT C -2.39%
CLSK C -2.35%
WULF C -1.76%
CIFR B -1.4%
IREN C -1.3%
PAGS F -1.09%
BTBT C -0.43%
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