TBFC vs. GAA ETF Comparison
Comparison of The Brinsmere Fund Conservative ETF (TBFC) to Cambria Global Asset Allocation ETF (GAA)
TBFC
The Brinsmere Fund Conservative ETF
TBFC Description
TBFC is designed to deliver multi-asset exposure while seeking long-term capital appreciation with capital preservation. It holds funds that represent the broad equity and bond markets as selected based on a set of risk-management techniques of two independent proprietary strategies. The Systematic Market Beta Strategy (SMB) and the Classic Asset Allocation Revisited Strategy (CAAR) are rules-based, tactical asset allocation investment strategies used to systematically rebalance the funds holdings. The former aims to reduce risk and enhance performance based on market risk assessments, while the latter seeks tactical adaptation to changing market conditions using mean-variance optimization. The fund employs a conservative model of CAAR with a 20% equity floor target and a 40% equity cap. Both strategies are re-evaluated and rebalanced monthly. TBGC launched alongside its sister fund, TBFG, which seeks a growth-focused portfolio.
Grade (RS Rating)
Last Trade
$26.84
Average Daily Volume
1,382
9
GAA
Cambria Global Asset Allocation ETF
GAA Description
The investment seeks to track the performance, before fees and expenses, of the Cambria Global Asset Allocation Index. Under normal market conditions, the fund invests at least 80% of its total assets in the components of the underlying index or in depositary receipts representing components of the underlying index. The underlying index is designed to provide diversified exposure, including inverse exposure, to all of the major world asset classes in the various regions, countries and sectors around the globe.Grade (RS Rating)
Last Trade
$28.86
Average Daily Volume
10,006
19
Performance
Period | TBFC | GAA |
---|---|---|
30 Days | -0.51% | -1.90% |
60 Days | 1.37% | 0.02% |
90 Days | 2.41% | 2.50% |
12 Months | 15.50% |
TBFC: Top Represented Industries & Keywords
GAA: Top Represented Industries & Keywords