SQEW vs. AOA ETF Comparison
Comparison of LeaderShares Equity Skew ETF (SQEW) to iShares Core Aggressive Allocation ETF (AOA)
SQEW
LeaderShares Equity Skew ETF
SQEW Description
The investment seeks to generate long-term capital growth. The fund is an actively managed exchange traded fund (ETF) that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in equity securities. It employs a contrarian strategy seeking to buy underperforming asset classes and/or factors and sell outperforming asset classes and/or factors based on quantitative research. The fund may have a higher degree of portfolio turnover than funds that seek to replicate the performance of an index.
Grade (RS Rating)
Last Trade
$36.00
Average Daily Volume
9,156
3
AOA
iShares Core Aggressive Allocation ETF
AOA Description
The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 90% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.Grade (RS Rating)
Last Trade
$78.39
Average Daily Volume
80,363
7
Performance
Period | SQEW | AOA |
---|---|---|
30 Days | 5.33% | -0.32% |
60 Days | 9.73% | 1.95% |
90 Days | 13.12% | 4.88% |
12 Months | 23.94% | 25.06% |
0 Overlapping Holdings
Symbol | Grade | Weight in SQEW | Weight in AOA | Overlap |
---|
SQEW: Top Represented Industries & Keywords
AOA: Top Represented Industries & Keywords