IWFG vs. AOTG ETF Comparison

Comparison of IQ MacKay Municipal Insured ETF (IWFG) to AOT Growth and Innovation ETF (AOTG)
IWFG

IQ MacKay Municipal Insured ETF

IWFG Description

The Fund seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IWFG typically invests in a portfolio of 25-35 stocks, allocating 10-60% across each growth type. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of large-cap companies. IQ MacKay Municipal Insured ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$46.14

Average Daily Volume

265

Number of Holdings *

29

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

AOT Growth and Innovation ETF

AOTG Description EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$41.28

Average Daily Volume

2,137

Number of Holdings *

47

* may have additional holdings in another (foreign) market
Performance
Period IWFG AOTG
30 Days 3.16% 4.15%
60 Days 5.88% 9.39%
90 Days 1.07% 5.82%
12 Months 47.66% 42.28%
10 Overlapping Holdings
Symbol Grade Weight in IWFG Weight in AOTG Overlap
ADBE F 2.6% 3.0% 2.6%
AMZN C 7.81% 5.04% 5.04%
MA B 3.13% 0.28% 0.28%
MELI C 2.31% 2.92% 2.31%
MSFT C 11.39% 4.55% 4.55%
NFLX B 2.12% 1.66% 1.66%
NOW C 2.38% 2.29% 2.29%
NVDA C 7.84% 9.83% 7.84%
SPOT C 3.13% 1.57% 1.57%
WDAY D 1.56% 1.79% 1.56%
IWFG Overweight 19 Positions Relative to AOTG
Symbol Grade Weight
GOOG D 4.86%
AVGO C 4.75%
AAPL C 4.6%
META B 3.64%
ADI C 3.22%
TT B 3.12%
ORLY B 2.93%
KKR B 2.72%
ISRG C 2.57%
HD B 2.55%
LRCX D 2.47%
INTU D 2.41%
CMG D 2.26%
ASML F 2.09%
SNPS F 2.08%
UBER C 1.87%
BKNG B 1.85%
HLT B 1.52%
APH C 1.35%
IWFG Underweight 37 Positions Relative to AOTG
Symbol Grade Weight
AMD C -9.04%
NU C -5.69%
CRM C -5.29%
TSM C -4.85%
TOST C -4.76%
GOOGL D -4.19%
V C -3.93%
SHOP C -3.37%
PCTY D -3.13%
PYPL B -2.44%
TSLA C -2.16%
LLY D -2.11%
TYL C -1.99%
TTD B -1.85%
DDOG D -0.93%
PAYC D -0.92%
SQ D -0.85%
DLO F -0.84%
DOCU C -0.75%
IOT C -0.69%
DOCN C -0.69%
SOFI D -0.67%
ROKU D -0.51%
ZM C -0.49%
VEEV C -0.46%
ADSK B -0.44%
DAY D -0.38%
PAYX C -0.37%
Z C -0.36%
SNOW F -0.34%
AXP B -0.33%
PANW D -0.29%
BILL D -0.24%
OKTA F -0.21%
MDB D -0.17%
NTLA F -0.11%
FSLY D -0.09%
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