SIMS vs. CPAI ETF Comparison
Comparison of SPDR S&P Kensho Intelligent Structures ETF (SIMS) to Counterpoint Quantitative Equity ETF (CPAI)
SIMS
SPDR S&P Kensho Intelligent Structures ETF
SIMS Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$34.75
Average Daily Volume
1,112
41
CPAI
Counterpoint Quantitative Equity ETF
CPAI Description
CPAI employs a quantitative, model-driven strategy that integrates quantitative analysis and machine learning insights to navigate diverse market conditions. The portfolio consists of at least 50 US-listed companies of any capitalization or ADRs. The selection process relies on advanced quantitative models leveraging machine learning technology, considering over 30 variables related to value, long-term reversal, momentum, profitability, investor sentiment, and stock price stability. Additionally, the Adviser backtests variable combinations considered to be supported by economic reasoning or investor behavioral biases. The models continually learn and adapt relationships between input variables and realized historic returns, updating during quarterly portfolio rebalances. Moreover, rebalancing ensures the portfolio aligns with the models' rankings, with adjustments made to limit sector exposure to 35% or less.Grade (RS Rating)
Last Trade
$33.56
Average Daily Volume
5,708
50
Performance
| Period | SIMS | CPAI |
|---|---|---|
| 30 Days | 1.62% | 1.52% |
| 60 Days | 0.11% | 4.82% |
| 90 Days | 3.08% | 11.66% |
| 12 Months | 16.84% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SIMS | Weight in CPAI | Overlap |
|---|
SIMS Overweight 41 Positions Relative to CPAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNR | B | 3.28% | |
| MWA | B | 3.22% | |
| TTEK | B | 3.13% | |
| CARR | D | 3.07% | |
| GNRC | A | 3.07% | |
| JCI | B | 2.87% | |
| BMI | D | 2.85% | |
| VLTO | D | 2.71% | |
| REZI | C | 2.64% | |
| WTTR | D | 2.6% | |
| ADTN | B | 2.6% | |
| SLAB | F | 2.55% | |
| ITRI | A | 2.55% | |
| XYL | F | 2.44% | |
| ALRM | F | 2.31% | |
| PSN | A | 2.21% | |
| ROKU | D | 2.19% | |
| ARLO | F | 2.12% | |
| SHLS | F | 1.96% | |
| AYI | A | 1.91% | |
| CHPT | F | 1.87% | |
| ERII | A | 1.79% | |
| NRG | B | 1.77% | |
| BE | D | 1.74% | |
| BLNK | C | 1.64% | |
| AY | A | 1.61% | |
| NVEE | D | 1.6% | |
| HON | B | 1.6% | |
| BIDU | F | 1.6% | |
| ON | D | 1.59% | |
| ROP | D | 1.59% | |
| AME | A | 1.56% | |
| GNTX | B | 1.46% | |
| CNM | D | 1.44% | |
| GTLS | B | 1.36% | |
| BP | F | 1.34% | |
| MVIS | F | 1.1% | |
| STM | F | 1.04% | |
| CWCO | F | 1.01% | |
| STEM | F | 0.95% | |
| REKR | F | 0.49% |
SIMS Underweight 50 Positions Relative to CPAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| TDS | B | -2.39% | |
| TRGP | A | -2.25% | |
| SKYW | A | -2.23% | |
| IAG | B | -2.19% | |
| SFM | A | -2.19% | |
| CLBT | A | -2.17% | |
| CARG | B | -2.14% | |
| EQH | B | -2.14% | |
| OKE | B | -2.12% | |
| UNM | A | -2.09% | |
| BRBR | A | -2.09% | |
| LDOS | A | -2.09% | |
| FTI | B | -2.07% | |
| COR | A | -2.07% | |
| RTX | C | -2.06% | |
| GDDY | A | -2.05% | |
| MSI | B | -2.05% | |
| ORCL | B | -2.04% | |
| FTDR | B | -2.04% | |
| LLY | F | -2.04% | |
| NTGR | A | -2.03% | |
| META | B | -2.02% | |
| WES | D | -2.0% | |
| CAH | B | -2.0% | |
| GOOGL | A | -2.0% | |
| PRM | A | -2.0% | |
| WBA | C | -2.0% | |
| NYT | A | -1.99% | |
| MSFT | D | -1.99% | |
| CNO | A | -1.99% | |
| PBI | A | -1.99% | |
| AAPL | C | -1.99% | |
| VIRT | A | -1.99% | |
| GNW | D | -1.98% | |
| LESL | F | -1.94% | |
| ACIW | C | -1.94% | |
| PAA | D | -1.93% | |
| PAGP | D | -1.92% | |
| HTZ | F | -1.92% | |
| TJX | D | -1.92% | |
| BRC | D | -1.91% | |
| PGR | D | -1.91% | |
| ROST | F | -1.89% | |
| ZIM | A | -1.85% | |
| MHO | D | -1.85% | |
| HCA | D | -1.79% | |
| CVLT | B | -1.76% | |
| UHS | D | -1.73% | |
| THC | C | -1.71% | |
| AGL | F | -1.41% |
SIMS: Top Represented Industries & Keywords
CPAI: Top Represented Industries & Keywords
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