TBFG vs. DALI ETF Comparison
Comparison of The Brinsmere Fund Growth ETF (TBFG) to First Trust DorseyWright DALI 1 ETF (DALI)
TBFG
The Brinsmere Fund Growth ETF
TBFG Description
The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund"s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the Systematic Market Beta Strategy ("SMB") and the Classic Asset Allocation Revisited Strategy ("CAAR"). SMB and CAAR systematically rebalance the underlying funds in which the fund may invest based on a set of proprietary risk-management techniques.
Grade (RS Rating)
Last Trade
$27.93
Average Daily Volume
692
10
DALI
First Trust DorseyWright DALI 1 ETF
DALI Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq Dorsey Wright DALI 1 Index. Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index has been designed based upon the principle that the asset class exhibiting the highest levels of "relative strength," based on current prices, will be the asset class with the best performance over the near term. It is non-diversified.Grade (RS Rating)
Last Trade
$25.29
Average Daily Volume
7,877
4
Performance
| Period | TBFG | DALI |
|---|---|---|
| 30 Days | 2.77% | 3.36% |
| 60 Days | 4.99% | 5.04% |
| 90 Days | 4.14% | 4.95% |
| 12 Months | 4.09% |
0 Overlapping Holdings
| Symbol | Grade | Weight in TBFG | Weight in DALI | Overlap |
|---|
TBFG: Top Represented Industries & Keywords
DALI: Top Represented Industries & Keywords
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