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

Number of Holdings *

3

* may have additional holdings in another (foreign) market
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

Number of Holdings *

7

* may have additional holdings in another (foreign) market
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 Overweight 3 Positions Relative to AOA
Symbol Grade Weight
SLYV B 42.63%
SLYG B 3.9%
SPYV A 2.99%
SQEW Underweight 7 Positions Relative to AOA
Symbol Grade Weight
IVV A -45.09%
IDEV D -22.09%
IUSB D -16.93%
IEMG D -8.75%
IAGG C -3.0%
IJH A -2.73%
IJR B -1.29%
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