RULE vs. OCIO ETF Comparison
Comparison of Adaptive Core ETF (RULE) to ClearShares OCIO ETF (OCIO)
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
$21.68
Average Daily Volume
7,051
35
OCIO
ClearShares OCIO ETF
OCIO Description
The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.Grade (RS Rating)
Last Trade
$32.08
Average Daily Volume
988
15
Performance
| Period | RULE | OCIO |
|---|---|---|
| 30 Days | 3.60% | 3.84% |
| 60 Days | -1.34% | 0.53% |
| 90 Days | -1.08% | 0.69% |
| 12 Months | 13.73% | 11.52% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RULE | Weight in OCIO | Overlap | |
|---|---|---|---|---|---|
| BIL | B | 4.29% | 2.54% | 2.54% |
RULE Overweight 34 Positions Relative to OCIO
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPST | B | 4.27% | |
| APH | B | 3.74% | |
| VST | A | 3.46% | |
| MCHP | A | 3.31% | |
| K | C | 3.23% | |
| FCX | B | 3.2% | |
| ETN | B | 3.17% | |
| PWR | B | 2.99% | |
| ACGL | A | 2.92% | |
| CMI | D | 2.9% | |
| COF | D | 2.86% | |
| GOOGL | A | 2.85% | |
| BSX | A | 2.84% | |
| TSCO | A | 2.83% | |
| WAB | A | 2.82% | |
| HEI | B | 2.8% | |
| SPHQ | A | 2.79% | |
| GE | A | 2.78% | |
| XLG | A | 2.72% | |
| CMG | B | 2.72% | |
| FITB | C | 2.71% | |
| INTU | C | 2.66% | |
| VRT | B | 2.63% | |
| PGR | D | 2.62% | |
| IWF | A | 2.59% | |
| ANET | C | 2.58% | |
| BRO | B | 2.56% | |
| IR | B | 2.53% | |
| TMO | C | 2.52% | |
| MSI | B | 2.51% | |
| BALL | C | 2.48% | |
| PINS | B | 2.27% | |
| ARES | B | 2.05% | |
| NVDA | A | 1.8% |
RULE: Top Represented Industries & Keywords
OCIO: Top Represented Industries & Keywords
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