IWFG vs. CARK ETF Comparison
Comparison of IQ MacKay Municipal Insured ETF (IWFG) to The Advisors? Inner Circle Fund II CastleArk Large Growth ETF (CARK)
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
$48.80
Average Daily Volume
131
29
CARK
The Advisors? Inner Circle Fund II CastleArk Large Growth ETF
CARK Description
The fund is an actively managed exchange-traded Fund ("ETF"). Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in common stock of large-capitalization companies. The fund may also invest up to 20% of its net assets, plus borrowings for investment purposes, in common stock of mid-capitalization companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$40.07
Average Daily Volume
321
27
Performance
Period | IWFG | CARK |
---|---|---|
30 Days | 3.42% | 1.55% |
60 Days | 4.79% | 3.22% |
90 Days | 8.07% | 4.59% |
12 Months | 40.39% |
14 Overlapping Holdings
Symbol | Grade | Weight in IWFG | Weight in CARK | Overlap | |
---|---|---|---|---|---|
AAPL | B | 5.03% | 8.86% | 5.03% | |
ADBE | C | 2.35% | 0.78% | 0.78% | |
AMZN | C | 7.69% | 7.52% | 7.52% | |
ISRG | C | 2.74% | 3.15% | 2.74% | |
LRCX | F | 1.93% | 0.56% | 0.56% | |
MA | B | 3.21% | 4.53% | 3.21% | |
META | D | 4.54% | 4.61% | 4.54% | |
MSFT | D | 11.57% | 11.7% | 11.57% | |
NFLX | B | 2.62% | 3.35% | 2.62% | |
NOW | B | 2.52% | 4.07% | 2.52% | |
NVDA | C | 7.83% | 13.68% | 7.83% | |
SNPS | B | 1.81% | 1.15% | 1.15% | |
TT | B | 3.49% | 1.02% | 1.02% | |
UBER | D | 2.09% | 1.2% | 1.2% |
IWFG: Top Represented Industries & Keywords
CARK: Top Represented Industries & Keywords