TOLL vs. AMID ETF Comparison
Comparison of Tema ETF Trust Tema Monopolies and Oligopolies ETF (TOLL) to Argent Mid Cap ETF (AMID)
TOLL
Tema ETF Trust Tema Monopolies and Oligopolies ETF
TOLL Description
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in domestic and foreign, common and preferred stocks of publicly listed companies where the Herfindahl"Hirschman (HHI) index of the market of operation representing more than 50% of the company"s revenue is above 2,500. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$33.73
Average Daily Volume
2,479
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
AMID
Argent Mid Cap ETF
AMID Description
AMID aims to outperform the Russell MidCap Index over the long term by applying Change-Based Investing strategies. The fund actively invests in stocks undergoing positive internal or external change, which the issuer believes could lead to underappreciated growth. The starting universe begins with 1,500 US mid-cap stocks that are screened for liquidity and grouped by sector. Using their proprietary Argent Alpha Model, stocks are ranked under four main categories: Value, Growth, Quality, and Stability. Stocks within each sector with positive exposure to outperforming factors are considered. The remaining companies are grouped into current and future market segments based on expected outperformance in the current or future market cycle. Finally, the fund uses fundamental analysis to select 35-50 stocks with prospect improvements at the company or industry level. Sectors may be overweighted at various times in the economic cycle. Individual securities are capped at 8%.Grade (RS Rating)
Last Trade
$35.27
Average Daily Volume
12,471
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | TOLL | AMID |
---|---|---|
30 Days | 1.87% | 2.02% |
60 Days | 3.92% | 2.29% |
90 Days | 7.19% | 9.18% |
12 Months | 36.22% | 35.66% |
1 Overlapping Holdings
Symbol | Grade | Weight in TOLL | Weight in AMID | Overlap | |
---|---|---|---|---|---|
FICO | B | 4.17% | 5.5% | 4.17% |
TOLL: Top Represented Industries & Keywords
Industries:
Capital Markets
Business Services
Credit Services
Financial Data & Stock Exchanges
Semiconductor Equipment & Materials
Software - Application
Software - Infrastructure
Specialty Chemicals
Specialty Industrial Machinery
Keywords:
S&P 500
Credit
Financial Market
Aerospace
Analytical Tool
Analytical Tools
Credit Bureau
Credit Rating
Credit Rating Agencies
Credit Score
Credit Scoring
Market Data
Moody's Analytics
Personal Finance
Account Management
Accounting Software
Ambulance
Analytic Services
Analytical Services
Analytical Solutions
AMID: Top Represented Industries & Keywords
Industries:
Business Services
Auto & Truck Dealerships
Building Materials
Capital Markets
Diagnostics & Research
Information Technology Services
Medical Care
Residential Construction
Software - Infrastructure
Keywords:
S&P 500
Nasdaq 100
Homebuilder
Insurance
Investment Bank
Radiology
Account Management
Actuarial Science
Actuarial Services
Acute Care Hospitals
Advisory Services
Aerospace
Alcohol
Analytical Solutions
Auction
Bankruptcy
Biotechnology
Building Materials
Business Process Management
Capital Structure