WLDR vs. IMOM ETF Comparison
Comparison of Affinity World Leaders Equity ETF (WLDR) to International Quantitative Momentum ETF (IMOM)
WLDR
Affinity World Leaders Equity ETF
WLDR Description
The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.
Grade (RS Rating)
Last Trade
$34.72
Average Daily Volume
3,014
73
IMOM
International Quantitative Momentum ETF
IMOM Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily-generally greater than 80%, but at least 65% of its net assets, plus any borrowings for investment purposes-in equity securities of international companies that Empowered Funds, LLC ("the Adviser") believes, based on quantitative analysis, have positive momentum. A "momentum" style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. It is non-diversified.Grade (RS Rating)
Last Trade
$27.83
Average Daily Volume
5,405
6
Performance
| Period | WLDR | IMOM |
|---|---|---|
| 30 Days | 5.56% | 0.91% |
| 60 Days | 5.63% | -4.00% |
| 90 Days | 8.20% | -2.66% |
| 12 Months | 36.70% | 10.56% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WLDR | Weight in IMOM | Overlap | |
|---|---|---|---|---|---|
| TEVA | D | 1.06% | 1.74% | 1.06% |
WLDR Overweight 72 Positions Relative to IMOM
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 3.48% | |
| DELL | C | 3.12% | |
| HPE | B | 2.96% | |
| AMAT | F | 2.91% | |
| META | D | 2.91% | |
| NTAP | C | 2.79% | |
| BURL | A | 2.66% | |
| STX | D | 2.65% | |
| CPNG | D | 2.48% | |
| VTRS | A | 2.18% | |
| DOCU | A | 2.06% | |
| PFE | D | 1.96% | |
| CTSH | B | 1.92% | |
| GEN | B | 1.91% | |
| SSNC | B | 1.74% | |
| EBAY | D | 1.68% | |
| DFS | B | 1.44% | |
| CMCSA | B | 1.42% | |
| RF | A | 1.32% | |
| VZ | C | 1.31% | |
| TROW | B | 1.31% | |
| BK | A | 1.29% | |
| BRK.A | B | 1.21% | |
| OMC | C | 1.2% | |
| PM | B | 1.03% | |
| VRT | B | 1.02% | |
| BKR | B | 1.0% | |
| WMB | A | 0.99% | |
| MMM | D | 0.95% | |
| OC | A | 0.95% | |
| MO | A | 0.94% | |
| LMT | D | 0.94% | |
| TOL | B | 0.9% | |
| KR | B | 0.89% | |
| USFD | A | 0.87% | |
| FANG | D | 0.82% | |
| BCS | C | 0.8% | |
| RCL | A | 0.78% | |
| CCL | B | 0.77% | |
| CI | F | 0.7% | |
| FI | A | 0.7% | |
| SWK | D | 0.69% | |
| THC | D | 0.66% | |
| ELV | F | 0.64% | |
| PYPL | B | 0.64% | |
| HCA | F | 0.63% | |
| UHS | D | 0.59% | |
| ALL | A | 0.58% | |
| MKL | A | 0.56% | |
| LOGI | D | 0.54% | |
| CNC | D | 0.53% | |
| AER | B | 0.51% | |
| GOLD | D | 0.49% | |
| CF | B | 0.48% | |
| RNR | C | 0.46% | |
| EMN | D | 0.44% | |
| VST | B | 0.41% | |
| UAL | A | 0.41% | |
| ETR | B | 0.4% | |
| FIS | C | 0.4% | |
| DAL | C | 0.38% | |
| SPG | B | 0.36% | |
| PPL | B | 0.36% | |
| EVRG | A | 0.35% | |
| EXC | C | 0.35% | |
| LUV | C | 0.3% | |
| VICI | C | 0.3% | |
| DOC | D | 0.29% | |
| CPT | B | 0.29% | |
| GLPI | C | 0.28% | |
| PKG | A | 0.26% | |
| NEM | D | 0.22% |
WLDR: Top Represented Industries & Keywords
IMOM: Top Represented Industries & Keywords
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