DUSA vs. LBAY ETF Comparison
Comparison of Davis Select U.S. Equity ETF (DUSA) to Leatherback Long/Short Alternative Yield ETF (LBAY)
DUSA
Davis Select U.S. Equity ETF
DUSA Description
The investment seeks long-term capital growth and capital preservation. Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio, generally, contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$39.25
Average Daily Volume
28,631
21
LBAY
Leatherback Long/Short Alternative Yield ETF
LBAY Description
The investment seeks capital appreciation and income. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing long positions in securities believed to provide sustainable shareholder yield (defined as dividends plus buybacks plus debt paydowns) and taking short positions in securities expected to decline in price. It will generally have net exposure of 75% - 110% long. The fund's long positions are generally expected to be comprised of equity securities or depositary receipts, although long positions may also include investment-grade corporate bonds and convertible bonds. It is non-diversified.Grade (RS Rating)
Last Trade
$26.58
Average Daily Volume
4,202
52
Performance
| Period | DUSA | LBAY |
|---|---|---|
| 30 Days | -2.19% | -1.51% |
| 60 Days | 0.90% | 2.36% |
| 90 Days | 4.44% | 3.40% |
| 12 Months | 38.83% | 1.05% |
0 Overlapping Holdings
| Symbol | Grade | Weight in DUSA | Weight in LBAY | Overlap |
|---|
DUSA Overweight 21 Positions Relative to LBAY
DUSA Underweight 52 Positions Relative to LBAY
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIS | C | -5.58% | |
| XOM | B | -5.54% | |
| BG | C | -5.18% | |
| V | D | -4.98% | |
| ZBH | D | -4.71% | |
| ORI | A | -4.63% | |
| ABBV | D | -4.51% | |
| ICE | D | -4.19% | |
| AGNC | B | -4.09% | |
| NEM | B | -4.06% | |
| PKG | C | -4.04% | |
| WM | C | -3.88% | |
| AWK | B | -3.87% | |
| GEHC | D | -3.81% | |
| CMCSA | F | -3.7% | |
| MDT | C | -3.69% | |
| LHX | A | -3.68% | |
| APD | C | -3.64% | |
| DIS | C | -3.53% | |
| UNP | C | -3.52% | |
| DPZ | B | -3.06% | |
| LW | D | -3.04% | |
| JNJ | F | -2.96% | |
| KDP | A | -2.77% | |
| CARR | A | -2.77% | |
| MMM | A | -2.74% | |
| PCH | D | -2.74% | |
| KO | A | -2.7% | |
| MTN | F | -2.61% | |
| RIO | A | -2.56% | |
| SPGI | C | -2.36% | |
| SOLV | C | -1.93% | |
| BURL | D | --0.83% | |
| DKS | B | --1.02% | |
| FIX | C | --1.05% | |
| FIVE | F | --1.14% | |
| PLD | D | --1.17% | |
| VRT | A | --1.35% | |
| PLNT | F | --1.43% | |
| SITE | F | --1.43% | |
| AAPL | C | --1.43% | |
| EQIX | F | --1.52% | |
| OLLI | C | --1.54% | |
| SQ | D | --1.56% | |
| RCL | A | --1.6% | |
| BLK | D | --1.63% | |
| DLR | B | --1.63% | |
| TSLA | D | --1.83% | |
| CMG | A | --1.89% | |
| DASH | D | --1.96% | |
| SF | A | --1.97% | |
| AVGO | D | --1.99% |
DUSA: Top Represented Industries & Keywords
LBAY: Top Represented Industries & Keywords
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