PRMN vs. RULE ETF Comparison
Comparison of PlanRock Market Neutral Income ETF (PRMN) to Adaptive Core ETF (RULE)
PRMN
PlanRock Market Neutral Income ETF
PRMN Description
The fund strategy follows a proprietary, rules-based methodology that selects global high dividend-paying ETFs or stocks from those listed on an exchange and with significant underlying security liquidity, while using offsetting short positions through equity index futures. The strategy allocates to long and short equity index futures, volatility futures, options and options on futures to neutralize equity risk exposure and control volatility similar to the global bond market, while striving to achieve high dividend income and capital appreciation over the long-term.
Grade (RS Rating)
Last Trade
$29.75
Average Daily Volume
567
6
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
$21.42
Average Daily Volume
6,526
28
Performance
| Period | PRMN | RULE |
|---|---|---|
| 30 Days | -0.13% | -2.72% |
| 60 Days | 0.79% | -1.18% |
| 90 Days | 0.53% | 2.78% |
| 12 Months | 12.29% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PRMN | Weight in RULE | Overlap |
|---|
PRMN Underweight 28 Positions Relative to RULE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRWD | D | -5.33% | |
| APH | A | -3.8% | |
| META | D | -3.79% | |
| URI | D | -3.62% | |
| FCX | B | -3.61% | |
| WFC | B | -3.61% | |
| AAPL | B | -3.59% | |
| FSLR | B | -3.56% | |
| XOM | B | -3.54% | |
| K | B | -3.51% | |
| PAYX | C | -3.49% | |
| BK | A | -3.49% | |
| MCHP | B | -3.48% | |
| HUBS | D | -3.47% | |
| GD | A | -3.45% | |
| WM | A | -3.45% | |
| BRK.A | D | -3.45% | |
| WMB | B | -3.43% | |
| COF | B | -3.42% | |
| ETN | A | -3.37% | |
| CMI | B | -3.36% | |
| TGT | D | -3.34% | |
| LRCX | D | -3.28% | |
| LIN | D | -3.27% | |
| SQ | D | -3.15% | |
| CMG | A | -3.15% | |
| GPN | F | -2.69% | |
| NVDA | C | -1.64% |
PRMN: Top Represented Industries & Keywords
RULE: Top Represented Industries & Keywords
Compare ETFs
