MDCP vs. RULE ETF Comparison
Comparison of VictoryShares THB Mid Cap ESG ETF (MDCP) to Adaptive Core ETF (RULE)
MDCP
VictoryShares THB Mid Cap ESG ETF
MDCP Description
Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets across global region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies, within the market capitalization range of the Russell Mid Cap Index. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. The fund does not invest in companies operating across manufacture of complete tobacco products, cluster munitions, thermal coal and fossil fuels sectors. It employs internal, external and proprietary research to create its portfolio. Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$27.02
Average Daily Volume
75,231
30
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).Grade (RS Rating)
Last Trade
$21.46
Average Daily Volume
7,201
28
Performance
| Period | MDCP | RULE |
|---|---|---|
| 30 Days | -5.34% | -2.11% |
| 60 Days | -1.65% | 0.47% |
| 90 Days | 3.05% | 3.88% |
| 12 Months | 15.66% | 12.86% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MDCP | Weight in RULE | Overlap | |
|---|---|---|---|---|---|
| APH | A | 5.07% | 3.71% | 3.71% |
MDCP Overweight 29 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| HEI | A | 4.57% | |
| NVR | D | 4.56% | |
| CSL | A | 3.99% | |
| DHI | C | 3.93% | |
| WAB | A | 3.86% | |
| CACI | A | 3.85% | |
| FAST | C | 3.8% | |
| ROL | B | 3.79% | |
| PTC | C | 3.71% | |
| CF | C | 3.53% | |
| PCAR | C | 3.45% | |
| ANSS | C | 3.37% | |
| CHE | F | 3.33% | |
| ROST | D | 3.32% | |
| POOL | C | 3.31% | |
| GGG | F | 3.28% | |
| HOLX | B | 3.25% | |
| GWW | D | 3.18% | |
| NEU | D | 3.15% | |
| WST | F | 3.0% | |
| TDY | F | 2.84% | |
| CPRT | B | 2.72% | |
| TTC | D | 2.64% | |
| DAR | D | 2.6% | |
| ODFL | F | 2.6% | |
| LFUS | D | 2.48% | |
| KEYS | C | 2.39% | |
| JBHT | F | 2.24% | |
| LSTR | D | 2.19% |
MDCP Underweight 27 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRWD | C | -5.25% | |
| URI | B | -3.74% | |
| META | D | -3.72% | |
| XOM | B | -3.61% | |
| HUBS | B | -3.56% | |
| WFC | A | -3.55% | |
| MCHP | A | -3.53% | |
| AAPL | C | -3.52% | |
| K | A | -3.51% | |
| FCX | A | -3.49% | |
| WMB | A | -3.49% | |
| PAYX | C | -3.48% | |
| WM | A | -3.47% | |
| BK | A | -3.46% | |
| COF | A | -3.45% | |
| FSLR | B | -3.43% | |
| BRK.A | D | -3.43% | |
| TGT | C | -3.43% | |
| CMI | A | -3.37% | |
| GD | A | -3.35% | |
| ETN | A | -3.35% | |
| SQ | C | -3.35% | |
| LRCX | C | -3.33% | |
| LIN | D | -3.2% | |
| CMG | A | -3.05% | |
| GPN | C | -3.0% | |
| NVDA | B | -1.59% |
MDCP: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
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