WFH vs. SEMI ETF Comparison
Comparison of Direxion Work From Home ETF (WFH) to Columbia Seligman Semiconductor and Technology ETF (SEMI)
WFH
Direxion Work From Home ETF
WFH Description
The Direxion Work From Home ETF offers exposure to companies across four technology pillars, allowing investors to gain exposure to those companies that stand to benefit from an increasingly flexible work environment. The four pillars include Cloud Technologies, Cybersecurity, Online Project and Document Management, and Remote Communications. Companies are selected for inclusion in the index by ARTIS, a proprietary natural language processing algorithm, which uses key words to evaluate large volumes of publicly available information, such as annual reports, business descriptions and financial news.
Grade (RS Rating)
Last Trade
$53.76
Average Daily Volume
1,715
39
SEMI
Columbia Seligman Semiconductor and Technology ETF
SEMI Description
SEMI is designed to provide exposure to the broad information technology sector by focusing on pure-play companies related to the semiconductor industry. The fund actively and generally invests in 30-50 high-conviction semiconductor or semiconductor-related firms, as defined by GICS, including those under communication equipment, electronic equipment, technology hardware, storage and peripherals, and software. Additionally, the fund requires at least 25% of its assets be invested in companies in the semiconductor and semiconductor equipment industry. Security selection is done through extensive in-depth research. SEMI is a non-transparent ETF and does not provide daily disclosure of its portfolio holdings unlike other ETFs. As such, there is a risk that shares of the fund may trade at wider spreads, especially during periods of volatility. The fund instead publishes a trading basket daily, which provides a preview of selected holdings without disclosing the actual portfolio.Grade (RS Rating)
Last Trade
$25.16
Average Daily Volume
4,428
33
Performance
| Period | WFH | SEMI |
|---|---|---|
| 30 Days | -4.08% | 0.37% |
| 60 Days | -7.35% | -1.08% |
| 90 Days | -3.40% | 13.09% |
| 12 Months | 28.57% | 46.51% |
WFH Overweight 37 Positions Relative to SEMI
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | B | 3.45% | |
| SNX | A | 2.93% | |
| DOCU | B | 2.88% | |
| ORCL | D | 2.76% | |
| PANW | B | 2.76% | |
| YY | C | 2.76% | |
| HUBS | D | 2.73% | |
| AMZN | A | 2.73% | |
| MSFT | C | 2.67% | |
| VZ | D | 2.62% | |
| NOW | D | 2.58% | |
| CSCO | F | 2.57% | |
| PEGA | D | 2.57% | |
| NTAP | B | 2.55% | |
| RNG | F | 2.5% | |
| CYBR | D | 2.48% | |
| WDAY | F | 2.48% | |
| NTCT | F | 2.47% | |
| ZM | F | 2.46% | |
| SMAR | D | 2.44% | |
| CRWD | C | 2.43% | |
| TEAM | F | 2.39% | |
| BOX | F | 2.39% | |
| NET | F | 2.38% | |
| CRM | D | 2.38% | |
| FTNT | F | 2.37% | |
| META | D | 2.36% | |
| ADBE | D | 2.32% | |
| ZS | F | 2.31% | |
| DOCN | D | 2.26% | |
| IBM | D | 2.25% | |
| OKTA | D | 2.24% | |
| MOMO | C | 2.24% | |
| XRX | F | 2.22% | |
| EGHT | F | 2.17% | |
| S | D | 2.13% | |
| ATUS | F | 2.12% |
WFH Underweight 31 Positions Relative to SEMI
| Symbol | Grade | Weight | |
|---|---|---|---|
| LRCX | D | -7.94% | |
| SMTC | A | -5.87% | |
| NVDA | C | -4.8% | |
| AMAT | C | -4.47% | |
| ADI | A | -4.46% | |
| KLAC | A | -4.14% | |
| NXPI | A | -4.0% | |
| ON | F | -3.81% | |
| MU | B | -3.69% | |
| MCHP | A | -3.28% | |
| QCOM | A | -3.16% | |
| TER | A | -3.12% | |
| WDC | B | -3.01% | |
| INDI | F | -2.92% | |
| TSM | C | -2.7% | |
| QRVO | F | -2.33% | |
| SYNA | D | -2.18% | |
| STM | F | -2.01% | |
| INTC | F | -1.97% | |
| AEIS | D | -1.9% | |
| BE | C | -1.72% | |
| CDNS | D | -1.45% | |
| SNPS | D | -1.45% | |
| SWKS | F | -1.26% | |
| SGH | F | -0.98% | |
| AMD | D | -0.73% | |
| ICHR | C | -0.64% | |
| MKSI | C | -0.54% | |
| KLIC | D | -0.49% | |
| DIOD | B | -0.48% | |
| ENTG | D | -0.43% |
WFH: Top Represented Industries & Keywords
SEMI: Top Represented Industries & Keywords
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