USMF vs. BTAL ETF Comparison
Comparison of WisdomTree U.S. Multifactor Fund (USMF) to QuantShares U.S. Market Neutral Anti Beta Fund ETF (BTAL)
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$52.37
Average Daily Volume
25,306
Number of Holdings
*
199
* may have additional holdings in another (foreign) market
BTAL
QuantShares U.S. Market Neutral Anti Beta Fund ETF
BTAL Description
The investment seeks performance results that correspond to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Thematic Market Neutral Anti-Beta Index. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stock, including the short positions, in the Target Anti-Beta Index. The Target Anti-Beta Index is a market neutral index that is dollar-neutral. As such, it identifies long and short securities positions of approximately equal dollar amounts. In choosing to track a market neutral index, the fund seeks to limit the effects of general market movements on the fund.Grade (RS Rating)
Last Trade
$19.01
Average Daily Volume
445,126
Number of Holdings
*
392
* may have additional holdings in another (foreign) market
Performance
| Period | USMF | BTAL |
|---|---|---|
| 30 Days | 6.39% | -4.57% |
| 60 Days | 7.88% | -3.16% |
| 90 Days | 8.72% | -3.70% |
| 12 Months | 32.34% | -6.81% |
88 Overlapping Holdings
| Symbol | Grade | Weight in USMF | Weight in BTAL | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.37% | 0.36% | 0.36% | |
| ADP | B | 0.41% | 0.46% | 0.41% | |
| AIZ | A | 0.38% | 0.48% | 0.38% | |
| AKAM | D | 0.98% | 0.36% | 0.36% | |
| ALL | A | 0.37% | 0.48% | 0.37% | |
| ALSN | B | 0.37% | 0.56% | 0.37% | |
| ARMK | B | 0.71% | 0.45% | 0.45% | |
| AZO | C | 0.71% | 0.33% | 0.33% | |
| BMRN | D | 0.19% | 0.29% | 0.19% | |
| BMY | B | 0.36% | 0.51% | 0.36% | |
| BRO | B | 0.36% | 0.47% | 0.36% | |
| CACI | D | 0.38% | 0.42% | 0.38% | |
| CBOE | B | 0.35% | 0.43% | 0.35% | |
| CCK | C | 0.37% | 0.43% | 0.37% | |
| CHE | D | 0.37% | 0.4% | 0.37% | |
| CI | F | 0.28% | 0.4% | 0.28% | |
| CINF | A | 0.37% | 0.49% | 0.37% | |
| CME | A | 0.36% | 0.47% | 0.36% | |
| CNC | D | 0.26% | 0.32% | 0.26% | |
| COR | B | 0.48% | 0.45% | 0.45% | |
| CTSH | B | 1.32% | 0.43% | 0.43% | |
| DBX | B | 1.01% | 0.47% | 0.47% | |
| DGX | A | 0.42% | 0.45% | 0.42% | |
| DINO | D | 0.25% | -0.39% | -0.39% | |
| DRI | B | 0.77% | 0.46% | 0.46% | |
| DUK | C | 0.31% | 0.43% | 0.31% | |
| DVN | F | 0.31% | 0.37% | 0.31% | |
| ELS | C | 0.32% | 0.43% | 0.32% | |
| ELV | F | 0.29% | 0.33% | 0.29% | |
| EXPE | B | 0.54% | -0.56% | -0.56% | |
| FCN | D | 0.23% | 0.38% | 0.23% | |
| FFIV | B | 1.3% | 0.52% | 0.52% | |
| FMC | D | 0.19% | 0.37% | 0.19% | |
| FOXA | B | 1.09% | 0.48% | 0.48% | |
| FTNT | C | 0.85% | 0.52% | 0.52% | |
| GILD | C | 0.42% | 0.49% | 0.42% | |
| GIS | D | 0.27% | 0.38% | 0.27% | |
| GLPI | C | 0.33% | 0.42% | 0.33% | |
| HIG | B | 0.4% | 0.45% | 0.4% | |
| HPQ | B | 0.96% | 0.45% | 0.45% | |
| HRB | D | 0.58% | 0.41% | 0.41% | |
| IBKR | A | 0.43% | 0.62% | 0.43% | |
| IBM | C | 1.39% | 0.45% | 0.45% | |
| J | F | 0.3% | 0.41% | 0.3% | |
| JNJ | D | 0.43% | 0.42% | 0.42% | |
| JNPR | F | 0.93% | 0.39% | 0.39% | |
| KHC | F | 0.26% | 0.38% | 0.26% | |
| KR | B | 0.34% | 0.47% | 0.34% | |
| L | A | 0.4% | 0.45% | 0.4% | |
| LMT | D | 0.39% | 0.38% | 0.38% | |
| LPX | B | 0.29% | -0.52% | -0.52% | |
| MCK | B | 0.46% | 0.51% | 0.46% | |
| MKL | A | 0.34% | 0.53% | 0.34% | |
| MSA | D | 0.33% | 0.4% | 0.33% | |
| MSI | B | 1.51% | 0.51% | 0.51% | |
| MUSA | A | 0.74% | 0.43% | 0.43% | |
| NTRS | A | 0.33% | -0.54% | -0.54% | |
| ORI | A | 0.36% | 0.46% | 0.36% | |
| ORLY | B | 0.8% | 0.5% | 0.5% | |
| PAYC | B | 0.23% | 0.59% | 0.23% | |
| PCAR | B | 0.36% | 0.51% | 0.36% | |
| PGR | A | 0.36% | 0.45% | 0.36% | |
| PNW | B | 0.31% | 0.45% | 0.31% | |
| PYPL | B | 0.22% | -0.52% | -0.52% | |
| RGA | A | 0.33% | 0.48% | 0.33% | |
| RLI | B | 0.37% | 0.51% | 0.37% | |
| ROP | B | 1.31% | 0.45% | 0.45% | |
| RSG | A | 0.4% | 0.43% | 0.4% | |
| RYAN | B | 0.29% | 0.47% | 0.29% | |
| SAIC | F | 0.25% | 0.4% | 0.25% | |
| SFM | A | 0.29% | 0.6% | 0.29% | |
| SNX | C | 1.16% | 0.41% | 0.41% | |
| T | A | 1.09% | 0.5% | 0.5% | |
| TDY | B | 1.32% | 0.48% | 0.48% | |
| TJX | A | 0.84% | 0.43% | 0.43% | |
| TMUS | B | 1.27% | 0.49% | 0.49% | |
| TRV | B | 0.38% | 0.52% | 0.38% | |
| TXRH | C | 0.77% | 0.51% | 0.51% | |
| UNM | A | 0.4% | 0.57% | 0.4% | |
| UTHR | C | 0.38% | 0.45% | 0.38% | |
| VICI | C | 0.32% | 0.42% | 0.32% | |
| VRSN | F | 1.43% | 0.43% | 0.43% | |
| VTRS | A | 0.33% | 0.48% | 0.33% | |
| VZ | C | 0.9% | 0.44% | 0.44% | |
| WM | A | 0.41% | 0.45% | 0.41% | |
| WPC | D | 0.28% | 0.41% | 0.28% | |
| WRB | A | 0.34% | 0.45% | 0.34% | |
| XOM | B | 0.44% | 0.44% | 0.44% |
USMF Overweight 111 Positions Relative to BTAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 1.8% | |
| GDDY | A | 1.52% | |
| EA | A | 1.14% | |
| TYL | B | 1.09% | |
| FICO | B | 1.08% | |
| ZM | B | 1.02% | |
| GEN | B | 1.01% | |
| DOCU | A | 1.0% | |
| CVLT | B | 0.98% | |
| CRM | B | 0.97% | |
| DIS | B | 0.92% | |
| CMCSA | B | 0.92% | |
| DT | C | 0.9% | |
| NYT | C | 0.86% | |
| NTAP | C | 0.84% | |
| WDAY | B | 0.78% | |
| EPAM | C | 0.75% | |
| IPG | D | 0.74% | |
| LVS | C | 0.71% | |
| EBAY | D | 0.68% | |
| INFA | D | 0.68% | |
| NTNX | A | 0.64% | |
| GM | B | 0.61% | |
| CRUS | D | 0.51% | |
| FSLR | F | 0.48% | |
| CAH | B | 0.44% | |
| AMP | A | 0.44% | |
| LDOS | C | 0.44% | |
| EHC | B | 0.43% | |
| FI | A | 0.43% | |
| BSX | B | 0.43% | |
| ECL | D | 0.43% | |
| HOLX | D | 0.42% | |
| EOG | A | 0.42% | |
| EXEL | B | 0.42% | |
| ETR | B | 0.41% | |
| RJF | A | 0.41% | |
| ADTN | A | 0.4% | |
| WFC | A | 0.4% | |
| ABT | B | 0.4% | |
| COP | C | 0.4% | |
| DOV | A | 0.39% | |
| ANF | C | 0.39% | |
| JPM | A | 0.39% | |
| ZBH | C | 0.38% | |
| VRSK | A | 0.38% | |
| GPK | C | 0.38% | |
| INGR | B | 0.38% | |
| BR | A | 0.38% | |
| BRK.A | B | 0.37% | |
| LH | C | 0.37% | |
| CNA | B | 0.36% | |
| EME | C | 0.36% | |
| ACI | C | 0.36% | |
| WMT | A | 0.36% | |
| BERY | B | 0.36% | |
| PPC | C | 0.36% | |
| SSNC | B | 0.36% | |
| PRI | A | 0.35% | |
| AXP | A | 0.35% | |
| MLI | C | 0.35% | |
| VOYA | B | 0.35% | |
| OGE | B | 0.35% | |
| GAP | C | 0.35% | |
| MRK | F | 0.35% | |
| HAL | C | 0.35% | |
| AFL | B | 0.35% | |
| AIG | B | 0.34% | |
| LHX | C | 0.34% | |
| MO | A | 0.34% | |
| DE | A | 0.34% | |
| MRO | B | 0.34% | |
| VLO | C | 0.33% | |
| PG | A | 0.33% | |
| EWBC | A | 0.33% | |
| SYF | B | 0.32% | |
| NNN | D | 0.32% | |
| KMB | D | 0.32% | |
| MTB | A | 0.32% | |
| TAP | C | 0.31% | |
| POST | C | 0.31% | |
| CBSH | A | 0.31% | |
| MTG | C | 0.3% | |
| TMO | F | 0.3% | |
| FCNCA | A | 0.3% | |
| CRS | A | 0.3% | |
| SYY | B | 0.3% | |
| FRT | B | 0.3% | |
| EIX | B | 0.3% | |
| REYN | D | 0.3% | |
| UHS | D | 0.3% | |
| PCG | A | 0.3% | |
| CL | D | 0.3% | |
| AEP | D | 0.29% | |
| DVA | B | 0.29% | |
| MPC | D | 0.29% | |
| HCA | F | 0.29% | |
| MAS | D | 0.28% | |
| BAH | F | 0.27% | |
| CAG | D | 0.26% | |
| FDX | B | 0.26% | |
| REGN | F | 0.26% | |
| THC | D | 0.25% | |
| NBIX | C | 0.25% | |
| AMT | D | 0.23% | |
| APA | D | 0.23% | |
| HII | D | 0.22% | |
| MMM | D | 0.2% | |
| HALO | F | 0.18% | |
| LNTH | D | 0.14% | |
| GL | B | 0.14% |
USMF Underweight 304 Positions Relative to BTAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSTR | C | -1.19% | |
| BILL | A | -0.68% | |
| LPLA | A | -0.59% | |
| HQY | B | -0.58% | |
| KMI | A | -0.56% | |
| CFLT | B | -0.56% | |
| SNA | A | -0.55% | |
| NWL | B | -0.54% | |
| BKR | B | -0.53% | |
| PCTY | B | -0.53% | |
| WH | B | -0.53% | |
| BWXT | B | -0.53% | |
| TGNA | B | -0.53% | |
| THG | A | -0.51% | |
| LNG | B | -0.51% | |
| WELL | A | -0.5% | |
| CHH | A | -0.5% | |
| XEL | A | -0.5% | |
| PNM | F | -0.5% | |
| CSCO | B | -0.49% | |
| AEE | A | -0.49% | |
| G | B | -0.49% | |
| PKG | A | -0.49% | |
| VFC | C | -0.48% | |
| SIGI | C | -0.48% | |
| LULU | C | -0.48% | |
| AXS | A | -0.48% | |
| SBRA | C | -0.47% | |
| CHD | B | -0.47% | |
| PAYX | C | -0.47% | |
| GLW | B | -0.47% | |
| AON | A | -0.47% | |
| HON | B | -0.47% | |
| HEI | B | -0.47% | |
| CW | B | -0.47% | |
| EDR | A | -0.46% | |
| WEN | D | -0.46% | |
| SLGN | A | -0.46% | |
| RNR | C | -0.46% | |
| LNT | A | -0.46% | |
| CF | B | -0.46% | |
| WEC | A | -0.46% | |
| CB | C | -0.45% | |
| CSX | B | -0.45% | |
| CMG | B | -0.45% | |
| REG | B | -0.45% | |
| AVB | B | -0.45% | |
| ADC | B | -0.45% | |
| WTW | B | -0.45% | |
| CHRW | C | -0.45% | |
| JAZZ | B | -0.44% | |
| ACN | C | -0.44% | |
| DECK | A | -0.44% | |
| EQR | B | -0.44% | |
| CMS | C | -0.44% | |
| BWA | D | -0.44% | |
| CDP | C | -0.44% | |
| NEU | C | -0.44% | |
| DOX | D | -0.43% | |
| UNH | C | -0.43% | |
| DLB | B | -0.43% | |
| CLH | B | -0.43% | |
| ZI | D | -0.43% | |
| YUM | B | -0.43% | |
| MSFT | F | -0.43% | |
| DD | D | -0.43% | |
| RTX | C | -0.43% | |
| X | C | -0.43% | |
| OHI | C | -0.43% | |
| MSM | C | -0.43% | |
| COLM | B | -0.43% | |
| FLO | D | -0.42% | |
| AVT | C | -0.42% | |
| MMC | B | -0.42% | |
| CXT | B | -0.42% | |
| ED | D | -0.42% | |
| MCD | D | -0.42% | |
| EG | C | -0.42% | |
| MKC | D | -0.41% | |
| OLLI | D | -0.41% | |
| GD | F | -0.41% | |
| PAG | B | -0.41% | |
| BG | F | -0.4% | |
| NOC | D | -0.4% | |
| TXT | D | -0.4% | |
| ASGN | F | -0.39% | |
| WTM | A | -0.39% | |
| AMCR | D | -0.39% | |
| O | D | -0.39% | |
| FANG | D | -0.39% | |
| CPB | D | -0.38% | |
| ON | D | -0.38% | |
| ACGL | D | -0.38% | |
| ERIE | D | -0.38% | |
| OXY | D | -0.38% | |
| MOS | F | -0.38% | |
| MAN | D | -0.37% | |
| KBR | F | -0.37% | |
| ARW | D | -0.37% | |
| KO | D | -0.37% | |
| GPC | D | -0.37% | |
| TNET | D | -0.37% | |
| PFE | D | -0.37% | |
| AMGN | D | -0.37% | |
| MUR | D | -0.37% | |
| ST | F | -0.36% | |
| MOH | F | -0.36% | |
| NEM | D | -0.35% | |
| MTCH | D | -0.35% | |
| FOXF | F | -0.35% | |
| HUM | C | -0.34% | |
| MDU | D | -0.32% | |
| SRPT | D | -0.32% | |
| AGL | F | -0.16% | |
| SMCI | F | --0.18% | |
| SEDG | F | --0.19% | |
| RUN | F | --0.21% | |
| MRNA | F | --0.22% | |
| CNXC | F | --0.23% | |
| ENPH | F | --0.23% | |
| MPWR | F | --0.24% | |
| CE | F | --0.24% | |
| WOLF | F | --0.25% | |
| TXG | F | --0.26% | |
| NTLA | F | --0.27% | |
| RKT | F | --0.29% | |
| CELH | F | --0.29% | |
| RIVN | F | --0.3% | |
| OPEN | D | --0.3% | |
| EL | F | --0.31% | |
| TER | D | --0.33% | |
| BRZE | C | --0.33% | |
| COTY | F | --0.33% | |
| AMKR | D | --0.34% | |
| ELF | C | --0.35% | |
| EFX | F | --0.35% | |
| SHLS | F | --0.35% | |
| ARWR | F | --0.35% | |
| AES | F | --0.35% | |
| LRCX | F | --0.36% | |
| TFX | F | --0.36% | |
| DKS | C | --0.37% | |
| WMS | D | --0.37% | |
| RGEN | D | --0.37% | |
| ALLY | C | --0.37% | |
| NVCR | C | --0.38% | |
| RIG | D | --0.38% | |
| CNM | D | --0.38% | |
| PLD | D | --0.39% | |
| IDXX | F | --0.39% | |
| KSS | F | --0.39% | |
| ELAN | D | --0.39% | |
| PINS | D | --0.4% | |
| WBA | F | --0.4% | |
| ARE | D | --0.4% | |
| FND | C | --0.4% | |
| MKSI | C | --0.4% | |
| AMD | F | --0.4% | |
| BLD | D | --0.4% | |
| KMX | B | --0.4% | |
| FBIN | D | --0.41% | |
| ROIV | C | --0.41% | |
| AGNC | D | --0.41% | |
| W | F | --0.41% | |
| POWI | D | --0.41% | |
| CRL | C | --0.41% | |
| DNLI | D | --0.42% | |
| CHX | C | --0.42% | |
| AWK | D | --0.42% | |
| FCX | D | --0.42% | |
| CZR | F | --0.42% | |
| UBER | D | --0.42% | |
| CWEN | C | --0.42% | |
| CSGP | D | --0.42% | |
| MU | D | --0.43% | |
| ILMN | D | --0.43% | |
| CC | C | --0.43% | |
| CRSP | D | --0.43% | |
| MGM | D | --0.43% | |
| ALGN | D | --0.43% | |
| PATH | C | --0.43% | |
| SSD | D | --0.43% | |
| SEE | C | --0.44% | |
| THO | B | --0.44% | |
| BLDR | D | --0.44% | |
| F | C | --0.44% | |
| TRU | D | --0.44% | |
| EW | C | --0.44% | |
| UGI | A | --0.44% | |
| RYN | D | --0.44% | |
| APG | B | --0.44% | |
| BBWI | D | --0.44% | |
| TGT | F | --0.44% | |
| TREX | C | --0.45% | |
| NWE | B | --0.45% | |
| D | C | --0.45% | |
| DAR | C | --0.45% | |
| CARR | D | --0.45% | |
| MTDR | B | --0.45% | |
| RMD | C | --0.45% | |
| AVGO | D | --0.45% | |
| OC | A | --0.46% | |
| SMG | D | --0.46% | |
| VEEV | C | --0.46% | |
| BXP | D | --0.46% | |
| LAMR | D | --0.46% | |
| ZS | C | --0.46% | |
| KRC | C | --0.46% | |
| JLL | D | --0.46% | |
| ANET | C | --0.46% | |
| PENN | C | --0.46% | |
| TOL | B | --0.47% | |
| ROKU | D | --0.47% | |
| HHH | B | --0.47% | |
| SHW | A | --0.47% | |
| TROW | B | --0.48% | |
| NVDA | C | --0.48% | |
| LNC | B | --0.48% | |
| AXTA | A | --0.49% | |
| OZK | B | --0.49% | |
| USFD | A | --0.49% | |
| PFGC | B | --0.49% | |
| ITT | A | --0.49% | |
| NRG | B | --0.49% | |
| WAL | B | --0.49% | |
| GH | B | --0.49% | |
| SNAP | C | --0.49% | |
| USB | A | --0.49% | |
| CFG | B | --0.49% | |
| NVT | B | --0.49% | |
| RF | A | --0.5% | |
| TTD | B | --0.5% | |
| NET | B | --0.5% | |
| CAR | C | --0.51% | |
| RMBS | C | --0.51% | |
| PWR | A | --0.51% | |
| GNRC | B | --0.51% | |
| TT | A | --0.51% | |
| CBRE | B | --0.51% | |
| RBLX | C | --0.51% | |
| RRC | B | --0.51% | |
| CEG | D | --0.52% | |
| COHR | B | --0.52% | |
| PEN | B | --0.52% | |
| ETN | A | --0.52% | |
| IOT | A | --0.52% | |
| URI | B | --0.52% | |
| VNO | B | --0.52% | |
| ALB | C | --0.52% | |
| DELL | C | --0.53% | |
| ZION | B | --0.53% | |
| MDB | C | --0.53% | |
| AR | B | --0.53% | |
| JHG | A | --0.53% | |
| EXP | A | --0.53% | |
| RH | B | --0.53% | |
| FYBR | D | --0.53% | |
| DKNG | B | --0.53% | |
| INTC | D | --0.54% | |
| SNV | B | --0.54% | |
| BLK | C | --0.54% | |
| FOUR | B | --0.54% | |
| XPO | B | --0.54% | |
| CMA | A | --0.54% | |
| CG | A | --0.55% | |
| KKR | A | --0.55% | |
| PNFP | B | --0.55% | |
| WCC | B | --0.55% | |
| AA | B | --0.56% | |
| SCHW | B | --0.56% | |
| DAY | B | --0.56% | |
| Z | A | --0.56% | |
| GME | C | --0.56% | |
| MRVL | B | --0.56% | |
| TDOC | C | --0.56% | |
| NTRA | B | --0.56% | |
| BX | A | --0.57% | |
| CRWD | B | --0.57% | |
| GTLS | B | --0.58% | |
| OWL | A | --0.58% | |
| TPG | A | --0.58% | |
| EQT | B | --0.59% | |
| PODD | C | --0.59% | |
| DASH | A | --0.59% | |
| SAIA | B | --0.59% | |
| SQ | B | --0.6% | |
| LYV | A | --0.62% | |
| LITE | B | --0.62% | |
| DUOL | A | --0.63% | |
| CCL | B | --0.63% | |
| LYFT | C | --0.65% | |
| VRT | B | --0.67% | |
| CVNA | B | --0.68% | |
| DAL | C | --0.68% | |
| PTON | B | --0.69% | |
| TSLA | B | --0.7% | |
| TOST | B | --0.71% | |
| COIN | C | --0.71% | |
| HOOD | B | --0.72% | |
| AXON | A | --0.74% | |
| VST | B | --0.76% | |
| SOFI | A | --0.79% | |
| AFRM | B | --0.84% | |
| PLTR | B | --0.87% |
USMF: Top Represented Industries & Keywords
Industries:
Software - Application
Insurance - Property & Casualty
Business Services
Biotechnology
Information Technology Services
Medical Care
Packaged Foods
Software - Infrastructure
Utilities - Regulated Electric
Drug Manufacturers - Major
Insurance - Diversified
Oil & Gas E&P
Telecom Services
Communication Equipment
Diagnostics & Research
Insurance - Life
Packaging & Containers
Specialty Retail
Apparel Stores
Asset Management
BTAL: Top Represented Industries & Keywords
Industries:
Software - Application
Insurance - Property & Casualty
Software - Infrastructure
Biotechnology
Semiconductors
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Specialty Retail
Aerospace & Defense
Business Services
Oil & Gas E&P
Building Materials
Information Technology Services
Restaurants
Diagnostics & Research
Drug Manufacturers - Major
Health Care Plans
Diversified Industrials
Household & Personal Products
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