SMCO vs. IVES ETF Comparison
Comparison of Hilton Small-MidCap Opportunity ETF (SMCO) to Wedbush ETFMG Global Cloud Technology ETF (IVES)
SMCO
Hilton Small-MidCap Opportunity ETF
SMCO Description
The Sub-Adviser uses its proprietary Small & Mid Cap Opportunities investment process ("SMCO Process") to seek risk-adjusted returns by investing in U.S. equity securities within the small- and mid-cap asset classes. The fund"s portfolio will typically consist of between 50-75 stocks. The fund"s portfolio will consistently consist of stocks that the Sub-Adviser deems fundamentally attractive and reasonably valued. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities of small- and mid-capitalization companies.
Grade (RS Rating)
Last Trade
$24.86
Average Daily Volume
15,234
10
IVES
Wedbush ETFMG Global Cloud Technology ETF
IVES Description
The Wedbush ETFMG Global Cloud Technology ETF (IVES) largely holds the “undercover gems” of cloud-based technology. The Fund’s investment objective seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Dan Ives Global Cloud Technology Prime Index. The Dan Ives Global Cloud Technology Prime Index (the “Index”) is an Index of Prime Indexes, a division of Level ETF Ventures LLC. The Index has been created to provide investors with a reference measure that enables them to track both event-driven news and long-term trends of cloud technology companies. The Index is designed to include the securities of companies across the globe engaged in providing infrastructure, equipment, connectivity, data back-up and storage services as well as data center management for enterprise-based software applications. Additionally, the constituents engaged in providing cloud-based software platforms that enable businesses to move data and software applications onto the cloud – cloud-enabling Software as a Service (SaaS) technologies. These companies are known collectively as “Cloud Technology Companies.”Grade (RS Rating)
Last Trade
$48.38
Average Daily Volume
1,097
46
Performance
| Period | SMCO | IVES |
|---|---|---|
| 30 Days | 5.06% | 6.95% |
| 60 Days | 8.12% | 13.75% |
| 90 Days | 5.37% | 4.75% |
| 12 Months | 40.14% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SMCO | Weight in IVES | Overlap | |
|---|---|---|---|---|---|
| KD | D | 2.64% | 1.0% | 1.0% |
SMCO Underweight 45 Positions Relative to IVES
| Symbol | Grade | Weight | |
|---|---|---|---|
| ESTC | F | -4.53% | |
| OTEX | D | -4.47% | |
| GDS | B | -4.03% | |
| MSTR | B | -3.7% | |
| IOT | C | -3.19% | |
| DDOG | B | -2.89% | |
| PSTG | F | -2.87% | |
| NTAP | D | -2.84% | |
| NET | D | -2.74% | |
| SMCI | F | -2.71% | |
| NTNX | C | -2.56% | |
| MDB | D | -2.36% | |
| OKTA | F | -2.3% | |
| DBX | C | -1.56% | |
| APPF | C | -1.54% | |
| GTLB | D | -1.47% | |
| SMAR | A | -1.44% | |
| INFA | D | -1.36% | |
| HCP | A | -1.29% | |
| CVLT | B | -1.24% | |
| ZETA | B | -1.23% | |
| CFLT | F | -1.15% | |
| VNET | B | -1.11% | |
| KC | C | -1.03% | |
| BOX | C | -0.85% | |
| BLKB | C | -0.79% | |
| DOCN | B | -0.68% | |
| NCNO | F | -0.67% | |
| INTA | C | -0.66% | |
| FROG | F | -0.57% | |
| TDC | D | -0.54% | |
| RNG | F | -0.53% | |
| APPN | C | -0.46% | |
| NABL | F | -0.43% | |
| SWI | B | -0.4% | |
| JAMF | F | -0.4% | |
| PD | F | -0.31% | |
| APLD | C | -0.24% | |
| GDYN | B | -0.2% | |
| FSLY | D | -0.19% | |
| RXT | C | -0.1% | |
| UIS | C | -0.07% | |
| EGHT | D | -0.05% | |
| BLZE | D | -0.05% | |
| DOMO | F | -0.05% |
SMCO: Top Represented Industries & Keywords
IVES: Top Represented Industries & Keywords
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