SHUS vs. CARZ ETF Comparison
Comparison of Syntax Stratified U.S. Total Market Hedged ETF (SHUS) to First Trust NASDAQ Global Auto Index Fund (CARZ)
SHUS
Syntax Stratified U.S. Total Market Hedged ETF
SHUS Description
The investment seeks to obtain capital growth that meets or exceeds the performance of the S&P Composite 1500® Index over a full market cycle by investing in ETFs or underlying securities that provide Stratified WeightTM U.S. total equity market exposure to companies in the 1500 while seeking risk-managed growth via a defined risk hedging process. The fund will also invest in index options for risk management purposes and to seek to generate additional returns. Syntax?s Stratified Weight? is designed to correct for business risk concentrations that regularly occur in cap-weighted indices and equal-weighted indices.
Grade (RS Rating)
Last Trade
$44.29
Average Daily Volume
2,444
Number of Holdings
*
500
* may have additional holdings in another (foreign) market
CARZ
First Trust NASDAQ Global Auto Index Fund
CARZ Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ OMX Global Auto Index(SM). The index is owned and was developed by The NASDAQ OMX Group, Inc. (the "Index Provider"). The index Provider has contracted with Standard & Poor's to calculate and maintain the index. The index is designed to track the performance of the largest and most liquid companies engaged in manufacturing of automobiles. The fund is non-diversified.Grade (RS Rating)
Last Trade
$57.13
Average Daily Volume
2,216
Number of Holdings
*
52
* may have additional holdings in another (foreign) market
Performance
| Period | SHUS | CARZ |
|---|---|---|
| 30 Days | 2.26% | -0.63% |
| 60 Days | 3.81% | 3.23% |
| 90 Days | 5.24% | 1.20% |
| 12 Months | 15.89% | 9.53% |
23 Overlapping Holdings
| Symbol | Grade | Weight in SHUS | Weight in CARZ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.49% | 4.56% | 0.49% | |
| ADI | D | 0.22% | 1.81% | 0.22% | |
| ALB | B | 0.05% | 0.5% | 0.05% | |
| AMD | F | 0.14% | 3.87% | 0.14% | |
| APTV | F | 0.39% | 0.39% | 0.39% | |
| BWA | D | 0.41% | 0.5% | 0.41% | |
| CMI | A | 0.08% | 0.84% | 0.08% | |
| F | C | 0.24% | 0.74% | 0.24% | |
| GM | C | 0.24% | 1.11% | 0.24% | |
| GOOGL | C | 0.22% | 4.96% | 0.22% | |
| INTC | C | 0.16% | 1.84% | 0.16% | |
| MCHP | F | 0.13% | 0.59% | 0.13% | |
| MSFT | D | 0.32% | 4.7% | 0.32% | |
| MU | D | 0.15% | 1.88% | 0.15% | |
| NVDA | B | 0.13% | 4.98% | 0.13% | |
| NXPI | D | 0.23% | 0.98% | 0.23% | |
| ON | D | 0.22% | 0.49% | 0.22% | |
| PCAR | B | 0.12% | 1.02% | 0.12% | |
| QCOM | F | 0.22% | 3.14% | 0.22% | |
| QRVO | F | 0.21% | 0.33% | 0.21% | |
| SWKS | F | 0.21% | 0.44% | 0.21% | |
| TSLA | B | 0.27% | 5.97% | 0.27% | |
| TXN | C | 0.22% | 3.23% | 0.22% |
SHUS Overweight 477 Positions Relative to CARZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| CVX | A | 0.75% | |
| XOM | B | 0.75% | |
| KR | B | 0.73% | |
| SYY | D | 0.73% | |
| WMT | A | 0.72% | |
| ROST | D | 0.71% | |
| TJX | A | 0.71% | |
| COST | A | 0.7% | |
| COF | C | 0.69% | |
| SYF | B | 0.68% | |
| CVS | D | 0.68% | |
| DFS | B | 0.68% | |
| WBA | F | 0.63% | |
| DPZ | C | 0.52% | |
| CMCSA | B | 0.51% | |
| PSX | C | 0.5% | |
| DRI | B | 0.5% | |
| YUM | D | 0.5% | |
| L | A | 0.49% | |
| EL | F | 0.49% | |
| VLO | C | 0.49% | |
| MSI | B | 0.49% | |
| MCD | D | 0.49% | |
| CMG | B | 0.49% | |
| BRK.A | B | 0.49% | |
| SBUX | A | 0.48% | |
| EA | A | 0.48% | |
| MPC | D | 0.48% | |
| TTWO | A | 0.48% | |
| MTCH | D | 0.46% | |
| CHTR | C | 0.46% | |
| META | D | 0.46% | |
| CLX | A | 0.41% | |
| KVUE | A | 0.41% | |
| KMB | C | 0.41% | |
| PG | C | 0.41% | |
| CHD | A | 0.41% | |
| VST | A | 0.4% | |
| PWR | A | 0.4% | |
| CL | D | 0.4% | |
| J | D | 0.39% | |
| CEG | C | 0.38% | |
| JBL | C | 0.37% | |
| HRL | D | 0.36% | |
| ADM | D | 0.36% | |
| BG | D | 0.36% | |
| PM | B | 0.35% | |
| BKR | A | 0.35% | |
| MO | A | 0.35% | |
| CRM | B | 0.35% | |
| TSN | B | 0.35% | |
| ORCL | A | 0.34% | |
| SLB | C | 0.34% | |
| SNPS | B | 0.34% | |
| HPQ | B | 0.34% | |
| T | A | 0.33% | |
| TMUS | B | 0.33% | |
| NKE | F | 0.33% | |
| IPG | D | 0.33% | |
| OMC | C | 0.33% | |
| HCA | F | 0.33% | |
| CDNS | B | 0.33% | |
| IBM | C | 0.33% | |
| HAL | C | 0.33% | |
| AWK | C | 0.32% | |
| RL | C | 0.32% | |
| UHS | D | 0.32% | |
| ATO | A | 0.32% | |
| NI | A | 0.32% | |
| TPR | B | 0.32% | |
| GRMN | B | 0.32% | |
| VZ | C | 0.32% | |
| NRG | B | 0.32% | |
| AES | F | 0.31% | |
| NVR | D | 0.3% | |
| LULU | C | 0.3% | |
| FCX | F | 0.29% | |
| EXC | C | 0.29% | |
| DECK | A | 0.29% | |
| UAL | A | 0.28% | |
| VRSN | C | 0.27% | |
| STLD | B | 0.27% | |
| DAL | B | 0.27% | |
| MS | A | 0.26% | |
| HUM | C | 0.26% | |
| HUBB | B | 0.26% | |
| ETN | A | 0.26% | |
| EQIX | A | 0.26% | |
| SWK | D | 0.26% | |
| DLR | B | 0.26% | |
| GDDY | A | 0.26% | |
| AKAM | D | 0.26% | |
| ZTS | D | 0.25% | |
| STZ | D | 0.25% | |
| PHM | D | 0.25% | |
| MOH | F | 0.25% | |
| LUV | C | 0.25% | |
| KMI | A | 0.25% | |
| MNST | C | 0.25% | |
| ETR | B | 0.25% | |
| TAP | C | 0.25% | |
| SNA | A | 0.25% | |
| BMY | B | 0.25% | |
| INCY | C | 0.25% | |
| SCHW | B | 0.25% | |
| CNP | A | 0.25% | |
| RJF | A | 0.25% | |
| UNH | B | 0.25% | |
| LOW | C | 0.25% | |
| ENPH | F | 0.25% | |
| NUE | C | 0.25% | |
| HAS | D | 0.25% | |
| HD | B | 0.25% | |
| PEG | A | 0.25% | |
| GS | A | 0.25% | |
| CNC | D | 0.25% | |
| AEP | C | 0.24% | |
| MRK | D | 0.24% | |
| D | C | 0.24% | |
| TRGP | A | 0.24% | |
| OKE | A | 0.24% | |
| FE | C | 0.24% | |
| VTRS | A | 0.24% | |
| ED | C | 0.24% | |
| KDP | F | 0.24% | |
| PFE | F | 0.24% | |
| BIIB | F | 0.24% | |
| ABBV | F | 0.24% | |
| NEE | C | 0.24% | |
| WMB | A | 0.24% | |
| NEM | D | 0.24% | |
| LEN | D | 0.24% | |
| ELV | F | 0.24% | |
| KO | D | 0.24% | |
| DTE | C | 0.24% | |
| GILD | C | 0.24% | |
| CTLT | C | 0.24% | |
| EIX | B | 0.24% | |
| REGN | F | 0.23% | |
| VRTX | D | 0.23% | |
| LLY | F | 0.23% | |
| MRNA | F | 0.23% | |
| AMGN | F | 0.23% | |
| JNJ | C | 0.23% | |
| DHI | F | 0.23% | |
| LW | C | 0.22% | |
| EBAY | D | 0.22% | |
| DAY | B | 0.22% | |
| NOW | A | 0.22% | |
| NFLX | A | 0.22% | |
| AVGO | D | 0.22% | |
| PLTR | B | 0.22% | |
| CPRT | B | 0.22% | |
| GOOG | C | 0.22% | |
| KHC | F | 0.21% | |
| CSCO | B | 0.21% | |
| ANET | C | 0.21% | |
| AOS | F | 0.21% | |
| MKC | C | 0.21% | |
| SJM | D | 0.21% | |
| MET | A | 0.21% | |
| GIS | D | 0.21% | |
| CAG | F | 0.21% | |
| ADP | A | 0.21% | |
| PAYX | B | 0.21% | |
| PAYC | B | 0.21% | |
| TYL | B | 0.21% | |
| MPWR | F | 0.21% | |
| AMZN | C | 0.21% | |
| IR | B | 0.2% | |
| IEX | C | 0.2% | |
| AFL | B | 0.2% | |
| PARA | C | 0.2% | |
| FFIV | B | 0.2% | |
| CPB | D | 0.2% | |
| ERIE | D | 0.2% | |
| AIZ | A | 0.2% | |
| INTU | B | 0.2% | |
| HSIC | C | 0.2% | |
| FSLR | F | 0.2% | |
| PRU | A | 0.2% | |
| KEYS | A | 0.2% | |
| DIS | B | 0.2% | |
| PFG | D | 0.2% | |
| CAH | B | 0.19% | |
| TEL | B | 0.19% | |
| XYL | D | 0.19% | |
| MAS | D | 0.19% | |
| HPE | B | 0.19% | |
| PGR | A | 0.19% | |
| WBD | B | 0.19% | |
| GLW | B | 0.19% | |
| BBWI | C | 0.19% | |
| PNR | A | 0.19% | |
| ALL | A | 0.19% | |
| BLDR | D | 0.19% | |
| GL | C | 0.19% | |
| AIG | B | 0.19% | |
| JNPR | D | 0.19% | |
| RSG | A | 0.18% | |
| CRWD | B | 0.18% | |
| EQT | B | 0.18% | |
| GEV | B | 0.18% | |
| WM | B | 0.18% | |
| MDLZ | F | 0.18% | |
| ROL | B | 0.18% | |
| COR | B | 0.18% | |
| K | A | 0.18% | |
| MCK | A | 0.18% | |
| CI | D | 0.18% | |
| MHK | D | 0.18% | |
| APH | A | 0.18% | |
| TGT | F | 0.17% | |
| MMM | D | 0.17% | |
| ANSS | B | 0.17% | |
| DG | F | 0.17% | |
| GE | D | 0.17% | |
| FTNT | C | 0.17% | |
| MLM | C | 0.17% | |
| NTAP | C | 0.17% | |
| DOV | A | 0.17% | |
| GEN | B | 0.17% | |
| ITW | B | 0.17% | |
| WY | F | 0.17% | |
| BBY | D | 0.17% | |
| CTRA | B | 0.17% | |
| DLTR | F | 0.17% | |
| PTC | B | 0.17% | |
| DELL | B | 0.17% | |
| KLAC | F | 0.17% | |
| VMC | B | 0.17% | |
| STX | C | 0.17% | |
| WDC | D | 0.17% | |
| HSY | F | 0.17% | |
| PEP | F | 0.17% | |
| AMAT | F | 0.17% | |
| ULTA | F | 0.17% | |
| CTAS | B | 0.17% | |
| PANW | B | 0.16% | |
| GD | D | 0.16% | |
| DVN | F | 0.16% | |
| BA | F | 0.16% | |
| DGX | A | 0.16% | |
| LH | B | 0.16% | |
| TXT | D | 0.16% | |
| HON | C | 0.16% | |
| ADSK | A | 0.16% | |
| TER | F | 0.16% | |
| TECH | F | 0.15% | |
| AZO | C | 0.15% | |
| GPC | D | 0.15% | |
| A | D | 0.15% | |
| WAT | C | 0.15% | |
| SMCI | F | 0.15% | |
| ADBE | C | 0.15% | |
| MTD | F | 0.14% | |
| CRL | D | 0.14% | |
| CINF | A | 0.14% | |
| URI | C | 0.14% | |
| TRV | B | 0.14% | |
| CB | C | 0.14% | |
| HIG | B | 0.14% | |
| CAT | B | 0.14% | |
| ACGL | C | 0.14% | |
| EG | C | 0.14% | |
| ORLY | B | 0.14% | |
| KMX | B | 0.14% | |
| LKQ | F | 0.14% | |
| TMO | F | 0.14% | |
| IT | C | 0.13% | |
| EPAM | B | 0.13% | |
| POOL | C | 0.13% | |
| WFC | A | 0.13% | |
| GWW | B | 0.13% | |
| CTSH | B | 0.13% | |
| C | A | 0.13% | |
| DE | B | 0.13% | |
| WAB | B | 0.13% | |
| ACN | B | 0.13% | |
| ZBRA | B | 0.13% | |
| BKNG | A | 0.13% | |
| LDOS | C | 0.13% | |
| WRB | A | 0.13% | |
| IQV | F | 0.13% | |
| HLT | A | 0.12% | |
| SYK | B | 0.12% | |
| ABNB | C | 0.12% | |
| MAR | A | 0.12% | |
| EXPE | B | 0.12% | |
| STE | D | 0.12% | |
| ISRG | A | 0.12% | |
| CDW | F | 0.12% | |
| BAC | A | 0.12% | |
| BALL | F | 0.12% | |
| JPM | A | 0.12% | |
| ZBH | C | 0.12% | |
| FAST | B | 0.12% | |
| TSCO | D | 0.12% | |
| AMCR | C | 0.12% | |
| AME | A | 0.12% | |
| VTR | B | 0.11% | |
| DVA | C | 0.11% | |
| WELL | A | 0.11% | |
| EXR | C | 0.11% | |
| DOC | C | 0.11% | |
| BR | A | 0.11% | |
| BXP | C | 0.11% | |
| HST | C | 0.11% | |
| BK | A | 0.11% | |
| UBER | F | 0.11% | |
| STT | B | 0.11% | |
| HOLX | D | 0.1% | |
| PODD | C | 0.1% | |
| NWSA | A | 0.1% | |
| DHR | F | 0.1% | |
| NWS | A | 0.1% | |
| RVTY | F | 0.1% | |
| ESS | B | 0.1% | |
| INVH | D | 0.1% | |
| EQR | C | 0.1% | |
| FOX | A | 0.1% | |
| UDR | B | 0.1% | |
| GEHC | D | 0.1% | |
| ALGN | D | 0.1% | |
| MAA | B | 0.1% | |
| FOXA | A | 0.1% | |
| AVB | B | 0.1% | |
| PSA | C | 0.1% | |
| ARE | F | 0.1% | |
| CPT | B | 0.1% | |
| AXON | A | 0.09% | |
| EXPD | C | 0.09% | |
| KKR | A | 0.09% | |
| CCL | A | 0.09% | |
| AMP | A | 0.09% | |
| CHRW | B | 0.09% | |
| NCLH | B | 0.09% | |
| CF | A | 0.09% | |
| BLK | B | 0.09% | |
| IVZ | B | 0.09% | |
| LYV | A | 0.09% | |
| RMD | C | 0.09% | |
| DXCM | C | 0.09% | |
| IDXX | F | 0.09% | |
| SO | C | 0.08% | |
| PPL | A | 0.08% | |
| EVRG | A | 0.08% | |
| CARR | C | 0.08% | |
| LNT | A | 0.08% | |
| AEE | A | 0.08% | |
| TT | A | 0.08% | |
| JCI | B | 0.08% | |
| PH | A | 0.08% | |
| GNRC | C | 0.08% | |
| UNP | C | 0.08% | |
| WYNN | C | 0.08% | |
| NSC | B | 0.08% | |
| OTIS | C | 0.08% | |
| LMT | D | 0.08% | |
| HII | F | 0.08% | |
| NOC | D | 0.08% | |
| BX | A | 0.08% | |
| RTX | D | 0.08% | |
| ODFL | C | 0.08% | |
| NTRS | A | 0.08% | |
| LVS | B | 0.08% | |
| MOS | F | 0.08% | |
| JBHT | C | 0.08% | |
| CSX | C | 0.08% | |
| CTVA | C | 0.08% | |
| LHX | C | 0.08% | |
| FMC | D | 0.08% | |
| BEN | C | 0.08% | |
| TROW | B | 0.08% | |
| RCL | A | 0.08% | |
| UPS | C | 0.08% | |
| LYB | F | 0.07% | |
| SW | A | 0.07% | |
| FANG | C | 0.07% | |
| OXY | D | 0.07% | |
| PPG | F | 0.07% | |
| CZR | F | 0.07% | |
| COP | C | 0.07% | |
| MGM | D | 0.07% | |
| MRO | B | 0.07% | |
| EOG | A | 0.07% | |
| APA | D | 0.07% | |
| DOW | F | 0.07% | |
| HES | B | 0.07% | |
| PNW | A | 0.07% | |
| CE | F | 0.07% | |
| ALLE | C | 0.07% | |
| DUK | C | 0.07% | |
| WEC | A | 0.07% | |
| ES | C | 0.07% | |
| FDX | B | 0.07% | |
| PCG | A | 0.07% | |
| SRE | A | 0.07% | |
| XEL | A | 0.07% | |
| CMS | C | 0.07% | |
| HWM | A | 0.07% | |
| FI | A | 0.06% | |
| KEY | B | 0.06% | |
| RF | A | 0.06% | |
| PNC | B | 0.06% | |
| MTB | A | 0.06% | |
| EW | C | 0.06% | |
| ABT | B | 0.06% | |
| MDT | D | 0.06% | |
| PYPL | B | 0.06% | |
| AMT | C | 0.06% | |
| BSX | A | 0.06% | |
| IP | A | 0.06% | |
| KIM | A | 0.06% | |
| REG | A | 0.06% | |
| AVY | F | 0.06% | |
| FRT | B | 0.06% | |
| PLD | F | 0.06% | |
| SBAC | D | 0.06% | |
| VICI | C | 0.06% | |
| CCI | C | 0.06% | |
| PKG | A | 0.06% | |
| O | C | 0.06% | |
| SPG | A | 0.06% | |
| IRM | C | 0.06% | |
| TDG | D | 0.06% | |
| SHW | B | 0.06% | |
| MA | B | 0.05% | |
| AXP | A | 0.05% | |
| APD | A | 0.05% | |
| SOLV | D | 0.05% | |
| IFF | D | 0.05% | |
| ECL | D | 0.05% | |
| BAX | F | 0.05% | |
| WST | C | 0.05% | |
| BDX | F | 0.05% | |
| TFX | F | 0.05% | |
| EMN | C | 0.05% | |
| DD | C | 0.05% | |
| FIS | C | 0.05% | |
| JKHY | D | 0.05% | |
| HBAN | A | 0.05% | |
| TFC | A | 0.05% | |
| USB | A | 0.05% | |
| CFG | B | 0.05% | |
| FITB | B | 0.05% | |
| EFX | F | 0.04% | |
| WTW | B | 0.04% | |
| MCO | B | 0.04% | |
| AON | A | 0.04% | |
| CBRE | B | 0.04% | |
| CSGP | D | 0.04% | |
| GPN | B | 0.04% | |
| SPGI | C | 0.04% | |
| CBOE | C | 0.04% | |
| VRSK | A | 0.04% | |
| ICE | C | 0.04% | |
| FDS | B | 0.04% | |
| V | A | 0.04% | |
| NDAQ | A | 0.04% | |
| CPAY | A | 0.04% | |
| MKTX | D | 0.04% | |
| CME | B | 0.04% | |
| LIN | C | 0.04% | |
| MSCI | C | 0.04% | |
| ROK | C | 0.03% | |
| FICO | B | 0.03% | |
| VLTO | C | 0.03% | |
| EMR | B | 0.03% | |
| NDSN | B | 0.03% | |
| FTV | C | 0.03% | |
| TRMB | B | 0.03% | |
| TDY | B | 0.03% | |
| ROP | B | 0.03% | |
| AJG | A | 0.03% | |
| MMC | B | 0.03% | |
| BRO | B | 0.03% |
SHUS Underweight 29 Positions Relative to CARZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSM | B | -4.64% | |
| TM | F | -2.73% | |
| MRVL | B | -1.33% | |
| RMBS | B | -0.64% | |
| INDI | C | -0.62% | |
| HMC | F | -0.58% | |
| SITM | B | -0.57% | |
| MXL | C | -0.56% | |
| SYNA | C | -0.53% | |
| AMBA | B | -0.51% | |
| XPEV | C | -0.51% | |
| PLUG | F | -0.51% | |
| RIVN | F | -0.51% | |
| STLA | F | -0.51% | |
| LSCC | D | -0.5% | |
| ALGM | D | -0.49% | |
| STM | F | -0.48% | |
| SLAB | F | -0.48% | |
| AUR | C | -0.48% | |
| ST | F | -0.47% | |
| LEA | F | -0.46% | |
| SQM | D | -0.44% | |
| CRUS | D | -0.43% | |
| CHPT | F | -0.43% | |
| BIDU | F | -0.42% | |
| PSNY | F | -0.42% | |
| LI | F | -0.42% | |
| NIO | F | -0.36% | |
| LCID | F | -0.32% |
SHUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Utilities - Regulated Electric
Business Services
Semiconductors
Diagnostics & Research
Asset Management
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Packaged Foods
Medical Devices
Medical Instruments & Supplies
Specialty Retail
Credit Services
Health Care Plans
Household & Personal Products
Information Technology Services
CARZ: Top Represented Industries & Keywords
Industries:
Semiconductors
Auto Manufacturers
Auto Parts
Internet Content & Information
Semiconductor Memory
Chemicals
Conglomerates
Consumer Electronics
Diversified Industrials
Electronic Components
Information Technology Services
Scientific & Technical Instruments
Semiconductor Equipment & Materials
Software - Application
Software - Infrastructure
Specialty Chemicals
Truck Manufacturing
Keywords:
S&P 500
Nasdaq 100
Semiconductor
Integrated Circuits
Fabless Semiconductor Companies
Computing
Transport
Cars
Electric Vehicle
Electronics
Power Management
Automotive Industry
Consumer Electronics
Mobile Devices
Smartphones
Design Manufacturers
Electronic Engineering
Microcontroller
Motor Vehicles
Aerospace
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