DWAT vs. AOM ETF Comparison

Comparison of Arrow DWA Tactical ETF (DWAT) to iShares Core Moderate Allocation ETF (AOM)
DWAT

Arrow DWA Tactical ETF

DWAT Description

The investment seeks to achieve long-term capital appreciation with capital preservation as a secondary objective. The fund primarily invests in other exchange traded funds that each invest primarily in domestic and foreign, equity securities of any market capitalization, fixed-income securities of any credit quality, or alternative assets. The fund may invest up to 25% of its total assets in the Tactical Subsidiary. The Tactical Subsidiary will invest primarily in commodity futures, fixed-income securities and cash equivalents, which are intended to serve as margin or collateral for its investments in commodity futures. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$10.46

Average Daily Volume

2,973

Number of Holdings *

4

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

iShares Core Moderate Allocation ETF

AOM Description The investment seeks to track the investment results of the S&P Target Risk Moderate Index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 90% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Grade (RS Rating)

Last Trade

$41.42

Average Daily Volume

104,102

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period DWAT AOM
30 Days -3.60% -2.17%
60 Days -1.27% -0.77%
90 Days 1.41% 0.64%
12 Months 2.69% 7.71%
0 Overlapping Holdings
Symbol Grade Weight in DWAT Weight in AOM Overlap
DWAT Overweight 4 Positions Relative to AOM
Symbol Grade Weight
RPV B 10.91%
VOT B 9.63%
EWJ C 9.28%
MTUM C 8.86%
DWAT Underweight 7 Positions Relative to AOM
Symbol Grade Weight
IUSB C -48.78%
IVV B -23.6%
IDEV B -12.56%
IAGG B -8.49%
IEMG B -4.32%
IJH C -1.51%
IJR C -0.64%
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