DYFI vs. WLTG ETF Comparison
Comparison of IDX Dynamic Fixed Income ETF (DYFI) to WealthTrust DBS Long Term Growth ETF (WLTG)
DYFI
IDX Dynamic Fixed Income ETF
DYFI Description
The fund is an actively managed exchange traded fund ("ETF") that is a "fund of funds," meaning that it normally invests at least 80% of its net assets, including any borrowings for investment purposes, in other ETFs that invest in various sectors of the debt markets, including corporate bonds, U.S. government and agency securities, private debt, foreign bonds (including emerging markets), foreign sovereign bonds, convertible securities, Treasury Inflation Protected Securities (TIPS), bank loans, asset-backed securities, mortgage-backed securities, and cash equivalent instruments. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$23.65
Average Daily Volume
8,104
2
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$30.27
Average Daily Volume
1,908
34
Performance
| Period | DYFI | WLTG |
|---|---|---|
| 30 Days | 0.85% | 3.64% |
| 60 Days | -0.78% | 5.05% |
| 90 Days | 0.28% | 7.14% |
| 12 Months | 35.42% |
0 Overlapping Holdings
| Symbol | Grade | Weight in DYFI | Weight in WLTG | Overlap |
|---|
DYFI Underweight 34 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BILS | A | -11.73% | |
| QQQ | B | -11.36% | |
| RSP | A | -6.6% | |
| AMZN | C | -4.12% | |
| META | D | -3.85% | |
| NFLX | A | -3.59% | |
| NVDA | C | -3.43% | |
| RCL | A | -3.09% | |
| GOOGL | C | -2.82% | |
| LNG | B | -2.71% | |
| IWB | A | -2.5% | |
| VRT | B | -2.33% | |
| LLY | F | -2.23% | |
| MSFT | F | -2.19% | |
| IBKR | A | -2.1% | |
| AAPL | C | -1.95% | |
| EME | C | -1.92% | |
| COST | B | -1.91% | |
| SYF | B | -1.71% | |
| PGR | A | -1.69% | |
| HAL | C | -1.6% | |
| BLDR | D | -1.55% | |
| BK | A | -1.55% | |
| CAT | B | -1.52% | |
| PHM | D | -1.5% | |
| LHX | C | -1.48% | |
| RTX | C | -1.42% | |
| AVGO | D | -1.36% | |
| LEN | D | -1.27% | |
| TSM | B | -1.18% | |
| LDOS | C | -0.96% | |
| REGN | F | -0.92% | |
| ARM | D | -0.83% | |
| VRTX | F | -0.03% |
DYFI: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
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