DUSA vs. XMMO ETF Comparison
Comparison of Davis Select U.S. Equity ETF (DUSA) to Invesco S&P MidCap Momentum ETF (XMMO)
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
$39.09
Average Daily Volume
28,399
21
XMMO
Invesco S&P MidCap Momentum ETF
XMMO Description
The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of constituents of the S&P MidCap 400 that have the highest momentum score.Grade (RS Rating)
Last Trade
$109.89
Average Daily Volume
254,873
76
Performance
| Period | DUSA | XMMO |
|---|---|---|
| 30 Days | -2.42% | -4.19% |
| 60 Days | 1.82% | 4.68% |
| 90 Days | 6.83% | 18.24% |
| 12 Months | 33.80% | 48.04% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DUSA | Weight in XMMO | Overlap | |
|---|---|---|---|---|---|
| OC | A | 3.58% | 2.49% | 2.49% |
DUSA Overweight 20 Positions Relative to XMMO
DUSA Underweight 75 Positions Relative to XMMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | A | -4.88% | |
| MANH | F | -3.06% | |
| LII | B | -2.73% | |
| XPO | D | -2.59% | |
| EME | A | -2.59% | |
| BLD | C | -2.26% | |
| WSM | B | -2.17% | |
| TOL | B | -2.13% | |
| RS | D | -2.05% | |
| CNM | A | -1.98% | |
| ELF | C | -1.95% | |
| GDDY | A | -1.94% | |
| SAIA | F | -1.94% | |
| WING | A | -1.92% | |
| FIX | B | -1.89% | |
| CSL | A | -1.79% | |
| LECO | D | -1.75% | |
| NVT | A | -1.75% | |
| ONTO | B | -1.63% | |
| WSO | A | -1.62% | |
| BRBR | C | -1.57% | |
| GGG | D | -1.57% | |
| EXP | B | -1.45% | |
| NBIX | C | -1.44% | |
| PSTG | A | -1.44% | |
| CW | A | -1.42% | |
| SSD | D | -1.41% | |
| DT | D | -1.38% | |
| ERIE | C | -1.31% | |
| ITT | B | -1.28% | |
| TXRH | A | -1.27% | |
| THC | D | -1.24% | |
| TREX | C | -1.24% | |
| BWXT | C | -1.23% | |
| PRI | D | -1.22% | |
| KNSL | F | -1.13% | |
| USFD | C | -1.11% | |
| CLH | B | -1.09% | |
| QLYS | A | -1.09% | |
| WWD | A | -1.06% | |
| SFM | A | -1.06% | |
| WFRD | A | -1.05% | |
| VNT | C | -1.04% | |
| CELH | C | -1.0% | |
| CASY | A | -0.99% | |
| MUSA | A | -0.98% | |
| NYT | D | -0.95% | |
| MTG | B | -0.93% | |
| CHE | D | -0.88% | |
| NEU | D | -0.88% | |
| ESAB | A | -0.87% | |
| SKX | B | -0.8% | |
| EVR | D | -0.78% | |
| TMHC | B | -0.77% | |
| DBX | C | -0.76% | |
| RMBS | D | -0.75% | |
| AYI | C | -0.73% | |
| COKE | C | -0.71% | |
| SAIC | C | -0.7% | |
| CVLT | B | -0.7% | |
| HLI | C | -0.69% | |
| KBH | C | -0.68% | |
| ESNT | C | -0.68% | |
| MSA | A | -0.67% | |
| HRB | D | -0.65% | |
| ETRN | A | -0.59% | |
| WTS | D | -0.54% | |
| KD | D | -0.5% | |
| AM | A | -0.49% | |
| R | A | -0.48% | |
| MSM | D | -0.48% | |
| OLLI | D | -0.44% | |
| CACC | D | -0.4% | |
| BLKB | B | -0.37% | |
| TDC | D | -0.35% |
DUSA: Top Represented Industries & Keywords
XMMO: Top Represented Industries & Keywords
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