IWFG vs. NEWZ ETF Comparison

Comparison of IQ MacKay Municipal Insured ETF (IWFG) to StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ)

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

$48.75

Average Daily Volume

137

Number of Holdings ^*

* may have additional holdings in another (foreign) market

NEWZ

StockSnips AI-Powered Sentiment US All Cap ETF

NEWZ Description

NEWZ navigates market complexities through a proprietary news media sentiment signal which combines AI and NLP technologies. This signal is generated from textual sources, such as news articles, blogs, and SEC filings, processed using advanced machine learning algorithms. These algorithms sift through vast amounts of data to assess investor sentiment and identify stocks with the most positive news coverage. The process begins by screening US-listed equity securities based on capitalization, volatility, ROE, news coverage volume, and inclusion in Zacks sector and industry classifications. Selections are made based on the sentiment signal, which also integrates a sentiment momentum signal indicating shifts in investor sentiment over time. After the screening, the portfolio typically comprises the top 30 to 50 stocks, all equally weighted. Throughout this process, the fund prioritizes reliability, gathering information from reputable news outlets such as Zacks, Motley Fool, and CNBC. The fund is rebalanced and reconstituted monthly.

Grade (RS Rating)

Last Trade

$29.56

Average Daily Volume

6,142

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IWFG	NEWZ
30 Days	3.05%	5.23%
60 Days	5.77%	5.45%
90 Days	7.38%	7.17%
12 Months	40.12%

4 Overlapping Holdings

Symbol	Grade	Weight in IWFG	Weight in NEWZ	Overlap
APH	A	2.26%	3.44%	2.26%
ISRG	A	2.74%	3.36%	2.74%
KKR	A	2.77%	3.59%	2.77%
TT	A	3.49%	4.23%	3.49%

IWFG Overweight 25 Positions Relative to NEWZ

Symbol	Grade	Weight
MSFT	F	11.57%
NVDA	C	7.83%
AMZN	C	7.69%
AAPL	C	5.03%
AVGO	D	4.86%
META	D	4.54%
GOOG	C	4.52%
SPOT	B	3.22%
MA	C	3.21%
ADI	D	3.09%
ORLY	B	2.88%
MELI	D	2.74%
NFLX	A	2.62%
NOW	A	2.52%
ETN	A	2.48%
ADBE	C	2.35%
CMG	B	2.31%
INTU	C	2.23%
UBER	D	2.09%
BKNG	A	2.02%
LRCX	F	1.93%
SNPS	B	1.81%
WDAY	B	1.62%
HLT	A	1.57%
ASML	F	1.48%

IWFG Underweight 26 Positions Relative to NEWZ

Symbol	Grade	Weight
MSI	B	-3.81%
FTNT	C	-3.73%
SHOP	B	-3.7%
ANET	C	-3.5%
NTAP	C	-3.48%
BR	A	-3.44%
TXRH	C	-3.39%
GRMN	B	-3.37%
CORT	B	-3.35%
PAYX	C	-3.35%
BOOT	D	-3.33%
COR	B	-3.33%
PCTY	B	-3.29%
ACN	C	-3.29%
CHKP	D	-3.28%
ERIE	D	-3.26%
CLH	B	-3.26%
UTHR	C	-3.19%
TSM	B	-3.15%
DGX	A	-3.14%
RMD	C	-3.14%
ORCL	B	-3.02%
JKHY	D	-3.01%
BRO	B	-2.88%
BMI	B	-2.69%
BAH	F	-2.48%