GMOM vs. BELT ETF Comparison

Comparison of Cambria Global Momentum ETF (GMOM) to BlackRock Long-Term U.S. Equity ETF (BELT)
GMOM

Cambria Global Momentum ETF

GMOM Description

The investment seeks to preserve and grow capital from investments in the U.S. and foreign equity, fixed income, commodity and currency markets, independent of market direction. The fund is considered a "fund of funds" that seeks to achieve its investment objective by primarily investing in other exchange-traded funds and other exchange traded products including, but not limited to, exchange-traded notes, exchange traded currency trusts, closed-end funds, and real estate investment trusts that offer diversified exposure, including inverse exposure, to global regions, countries, styles and sectors.

Grade (RS Rating)

Last Trade

$30.04

Average Daily Volume

8,033

Number of Holdings *

10

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

BlackRock Long-Term U.S. Equity ETF

BELT Description Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.36

Average Daily Volume

990

Number of Holdings *

20

* may have additional holdings in another (foreign) market
Performance
Period GMOM BELT
30 Days 1.38% 1.17%
60 Days 2.75% 1.28%
90 Days 4.25% 2.70%
12 Months 15.85%
0 Overlapping Holdings
Symbol Grade Weight in GMOM Weight in BELT Overlap
GMOM Overweight 10 Positions Relative to BELT
Symbol Grade Weight
EYLD D 10.95%
VBR A 6.55%
SYLD A 6.18%
EXI B 5.98%
REZ C 5.95%
BAR C 5.78%
FYLD D 5.78%
DBP C 5.78%
JXI C 5.73%
GDX C 5.38%
GMOM Underweight 20 Positions Relative to BELT
Symbol Grade Weight
MSFT D -12.96%
META D -8.52%
GOOG C -7.72%
MA B -6.87%
NVO F -5.28%
CDNS B -5.26%
SPGI C -5.04%
TT A -4.96%
IR B -4.4%
ISRG A -4.24%
INTU B -4.18%
HWM A -4.11%
CMG B -3.9%
MASI B -3.4%
TMO F -3.21%
ENTG D -2.84%
ADI D -2.8%
FND D -2.56%
NVDA B -2.5%
LRCX F -2.43%
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