NEWZ vs. GLRY ETF Comparison

Comparison of StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) to Inspire Faithward Mid Cap Momentum ESG ETF (GLRY)
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

$29.48

Average Daily Volume

6,121

Number of Holdings *

30

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

Inspire Faithward Mid Cap Momentum ESG ETF

GLRY Description The investment seeks to maximize growth and outperform the results (before fees and expenses) of the broader U.S. midcap stock market. The fund, an actively managed exchange traded fund (ETF), invests at least 80% of its net assets plus any borrowings for investment purposes in midcap stocks. Midcap stocks are defined as stocks of companies with market capitalizations between $3 billion and $10 billion that meet the fund's environmental, social and governance (ESG) criteria.

Grade (RS Rating)

Last Trade

$32.33

Average Daily Volume

11,252

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period NEWZ GLRY
30 Days 1.08% 0.20%
60 Days 4.35% 1.70%
90 Days 6.26% 2.73%
12 Months 26.20%
3 Overlapping Holdings
Symbol Grade Weight in NEWZ Weight in GLRY Overlap
APH B 3.44% 3.11% 3.11%
NTAP C 3.48% 2.64% 2.64%
UTHR C 3.19% 3.33% 3.19%
NEWZ Overweight 27 Positions Relative to GLRY
Symbol Grade Weight
TT A 4.23%
MSI A 3.81%
FTNT B 3.73%
SHOP B 3.7%
KKR B 3.59%
ANET D 3.5%
BR B 3.44%
TXRH B 3.39%
GRMN B 3.37%
ISRG A 3.36%
CORT B 3.35%
PAYX B 3.35%
BOOT D 3.33%
COR B 3.33%
PCTY B 3.29%
ACN B 3.29%
CHKP C 3.28%
ERIE D 3.26%
CLH C 3.26%
TSM C 3.15%
DGX A 3.14%
RMD C 3.14%
ORCL A 3.02%
JKHY D 3.01%
BRO B 2.88%
BMI B 2.69%
BAH F 2.48%
NEWZ Underweight 30 Positions Relative to GLRY
Symbol Grade Weight
EME A -3.85%
CW B -3.68%
TTD B -3.66%
BWXT B -3.65%
FLS A -3.64%
SEIC B -3.48%
SLVM B -3.37%
GPI B -3.32%
EHC B -3.3%
NRG B -3.27%
CVLT A -3.26%
CASY A -3.2%
BJ B -3.18%
RGA B -3.17%
ORI A -3.12%
OHI C -3.1%
BRC C -3.04%
AVGO D -3.03%
MUSA B -3.01%
MSA D -2.87%
CHE D -2.87%
KNSL B -2.81%
KBH D -2.8%
QCOM F -2.75%
AN D -2.74%
FANG C -2.72%
FCN D -2.6%
KLAC F -2.39%
MPWR F -1.99%
SMCI F -1.02%
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