TBFG vs. TRTY ETF Comparison
Comparison of The Brinsmere Fund Growth ETF (TBFG) to Cambria Trinity ETF (TRTY)
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
$27.84
Average Daily Volume
770
10
TRTY
Cambria Trinity ETF
TRTY Description
The investment seeks to track the performance, before fees and expenses, of the Cambria Trinity Index (the "underlying index"). Under normal market conditions, the fund invests at least 80% of its total assets in the components of the underlying index and in depositary receipts representing components of the underlying index. The underlying index is designed to model absolute positive returns with reduced volatility and manageable risk, by identifying an investable portfolio of equity and fixed income securities, real estate, commodities and currencies.Grade (RS Rating)
Last Trade
$26.27
Average Daily Volume
11,181
19
Performance
Period | TBFG | TRTY |
---|---|---|
30 Days | -0.14% | 1.78% |
60 Days | 0.81% | 0.98% |
90 Days | 3.13% | 1.84% |
12 Months | 11.62% |
1 Overlapping Holdings
Symbol | Grade | Weight in TBFG | Weight in TRTY | Overlap | |
---|---|---|---|---|---|
PDBC | D | 0.55% | 3.95% | 0.55% |
TBFG Underweight 18 Positions Relative to TRTY
TBFG: Top Represented Industries & Keywords
TRTY: Top Represented Industries & Keywords