YLD vs. KRUZ ETF Comparison
Comparison of Principal Exchange-Traded Funds Principal EDGE Active Income ETF (YLD) to Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF (KRUZ)
YLD
Principal Exchange-Traded Funds Principal EDGE Active Income ETF
YLD Description
The investment seeks to provide current income. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, its assets in investment grade and non-investment grade fixed income securities (commonly known as "junk bonds") and in equity securities. The fund's Sub-Advisors, actively and tactically allocates the fund's assets among fixed income securities and equity securities in an effort to take advantage of changing economic conditions that Edge believes favors one asset class over another.
Grade (RS Rating)
Last Trade
$19.30
Average Daily Volume
61,031
Number of Holdings
*
56
* may have additional holdings in another (foreign) market
KRUZ
Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF
KRUZ Description
The fund is an actively managed diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in equity securities of publicly traded companies that sitting Republican members of United States Congress and/or their families also have reported to have invested in through public disclosure filings made by such Congresspersons pursuant to the Stop Trading on Congressional Knowledge Act ("STOCK Act").Grade (RS Rating)
Last Trade
$31.34
Average Daily Volume
7,044
Number of Holdings
*
157
* may have additional holdings in another (foreign) market
Performance
| Period | YLD | KRUZ |
|---|---|---|
| 30 Days | -0.31% | -0.57% |
| 60 Days | 0.75% | 4.51% |
| 90 Days | 3.19% | 7.82% |
| 12 Months | 12.67% | 26.00% |
15 Overlapping Holdings
| Symbol | Grade | Weight in YLD | Weight in KRUZ | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.88% | 0.58% | 0.58% | |
| AMAT | F | 0.78% | 0.15% | 0.15% | |
| CB | D | 0.42% | 0.33% | 0.33% | |
| COST | D | 0.65% | 0.91% | 0.65% | |
| CVX | A | 0.3% | 2.21% | 0.3% | |
| HD | B | 0.67% | 0.87% | 0.67% | |
| HON | C | 0.48% | 0.52% | 0.48% | |
| IPG | F | 0.81% | 0.19% | 0.19% | |
| JNJ | D | 0.26% | 1.23% | 0.26% | |
| JPM | B | 0.72% | 4.01% | 0.72% | |
| KKR | B | 0.77% | 0.16% | 0.16% | |
| SAP | B | 0.31% | 0.76% | 0.31% | |
| SBUX | B | 0.6% | 0.24% | 0.24% | |
| TSN | D | 0.23% | 1.95% | 0.23% | |
| XOM | A | 0.09% | 0.25% | 0.09% |
YLD Overweight 41 Positions Relative to KRUZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| CMCSA | A | 0.86% | |
| BLK | A | 0.75% | |
| MDT | C | 0.71% | |
| MCHP | F | 0.71% | |
| TSCO | D | 0.66% | |
| ABT | A | 0.64% | |
| EWBC | A | 0.56% | |
| DLR | A | 0.54% | |
| ARE | F | 0.53% | |
| MPW | D | 0.5% | |
| TFX | F | 0.49% | |
| NDSN | F | 0.48% | |
| PKG | A | 0.47% | |
| APD | B | 0.47% | |
| DE | B | 0.45% | |
| MRK | F | 0.44% | |
| XEL | A | 0.44% | |
| ALE | A | 0.43% | |
| BCE | F | 0.41% | |
| MPC | F | 0.4% | |
| FNF | C | 0.4% | |
| PCAR | C | 0.4% | |
| WEC | C | 0.39% | |
| PSA | D | 0.37% | |
| LECO | C | 0.37% | |
| HRL | F | 0.37% | |
| EOG | D | 0.36% | |
| ES | D | 0.35% | |
| BOH | A | 0.32% | |
| PFE | F | 0.3% | |
| MGA | C | 0.3% | |
| GOLF | D | 0.3% | |
| HAS | D | 0.28% | |
| BR | C | 0.28% | |
| LCII | D | 0.25% | |
| SNA | A | 0.25% | |
| CFR | B | 0.19% | |
| USB | B | 0.09% | |
| COLB | B | 0.09% | |
| VFC | A | 0.06% | |
| WASH | B | 0.02% |
YLD Underweight 142 Positions Relative to KRUZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -3.58% | |
| FIX | B | -3.09% | |
| FIS | B | -2.55% | |
| SPG | A | -2.45% | |
| T | B | -2.32% | |
| ACN | C | -2.31% | |
| ALL | D | -2.21% | |
| INTC | C | -2.09% | |
| ANET | A | -2.05% | |
| DOW | F | -2.04% | |
| UTHR | A | -1.97% | |
| COP | C | -1.85% | |
| ASML | F | -1.59% | |
| NFG | C | -1.53% | |
| TXN | B | -1.41% | |
| MSFT | D | -1.32% | |
| ELV | F | -1.13% | |
| PYPL | B | -1.1% | |
| RTX | C | -0.99% | |
| UNH | D | -0.97% | |
| WMB | A | -0.89% | |
| FDX | D | -0.85% | |
| AER | C | -0.82% | |
| LIN | D | -0.81% | |
| PM | B | -0.8% | |
| CHTR | A | -0.77% | |
| CLF | C | -0.77% | |
| ORLY | B | -0.75% | |
| AMZN | A | -0.71% | |
| LVS | B | -0.7% | |
| LMT | D | -0.7% | |
| META | B | -0.69% | |
| BBWI | D | -0.69% | |
| COF | A | -0.68% | |
| SCHW | B | -0.68% | |
| V | A | -0.66% | |
| OSK | C | -0.66% | |
| WFC | B | -0.65% | |
| EMR | A | -0.64% | |
| NEE | D | -0.63% | |
| AVGO | C | -0.62% | |
| D | C | -0.62% | |
| MA | B | -0.62% | |
| WTW | A | -0.61% | |
| WWD | C | -0.6% | |
| SF | B | -0.57% | |
| INTU | D | -0.56% | |
| DAL | A | -0.55% | |
| ROK | D | -0.53% | |
| EQH | B | -0.53% | |
| GEV | A | -0.53% | |
| GOOGL | A | -0.51% | |
| BJ | A | -0.5% | |
| SPH | C | -0.5% | |
| ARMK | B | -0.49% | |
| CDNS | A | -0.49% | |
| ET | A | -0.47% | |
| EPAM | F | -0.47% | |
| BSX | B | -0.47% | |
| CLX | B | -0.43% | |
| NGL | F | -0.43% | |
| ADSK | A | -0.42% | |
| X | C | -0.42% | |
| UBER | C | -0.42% | |
| TMUS | B | -0.41% | |
| CSL | D | -0.4% | |
| NUE | F | -0.39% | |
| PRI | B | -0.37% | |
| NOW | A | -0.37% | |
| GEN | A | -0.37% | |
| BECN | B | -0.37% | |
| AMD | F | -0.37% | |
| MMC | D | -0.37% | |
| NSIT | F | -0.35% | |
| FBIN | C | -0.35% | |
| OXY | F | -0.33% | |
| HSIC | A | -0.33% | |
| NVT | D | -0.33% | |
| NVO | F | -0.33% | |
| VVV | D | -0.32% | |
| HUM | F | -0.32% | |
| DVN | F | -0.31% | |
| SSD | F | -0.31% | |
| GOLD | D | -0.31% | |
| OKE | A | -0.31% | |
| DFS | A | -0.29% | |
| DLTR | F | -0.29% | |
| TRS | D | -0.29% | |
| LPX | C | -0.28% | |
| HLI | A | -0.28% | |
| SKX | D | -0.28% | |
| LUV | B | -0.27% | |
| DCI | A | -0.26% | |
| AIT | A | -0.25% | |
| PLXS | A | -0.25% | |
| ENTG | F | -0.25% | |
| C | B | -0.25% | |
| IQV | F | -0.25% | |
| FTNT | B | -0.25% | |
| QCOM | D | -0.24% | |
| ARW | F | -0.23% | |
| UBSI | C | -0.23% | |
| ATR | A | -0.22% | |
| ST | F | -0.21% | |
| RHI | C | -0.21% | |
| AA | B | -0.21% | |
| ABBV | A | -0.21% | |
| CSCO | A | -0.21% | |
| PLUS | D | -0.21% | |
| ADBE | F | -0.21% | |
| CNM | D | -0.21% | |
| WBD | C | -0.21% | |
| KO | D | -0.21% | |
| DIS | C | -0.2% | |
| ARLP | A | -0.2% | |
| DOV | B | -0.2% | |
| FCX | B | -0.2% | |
| LBRDK | A | -0.19% | |
| PTC | A | -0.19% | |
| KHC | F | -0.18% | |
| FMAO | A | -0.18% | |
| BAC | B | -0.17% | |
| AMGN | D | -0.17% | |
| PWR | B | -0.17% | |
| ZION | B | -0.17% | |
| LGIH | D | -0.16% | |
| TMO | F | -0.16% | |
| CRWD | C | -0.16% | |
| PRGS | B | -0.16% | |
| ORCL | B | -0.16% | |
| PAG | F | -0.16% | |
| NBIX | C | -0.16% | |
| HTGC | C | -0.15% | |
| DHR | F | -0.15% | |
| KLAC | F | -0.15% | |
| GTES | A | -0.15% | |
| HLT | B | -0.14% | |
| WM | A | -0.14% | |
| MMM | D | -0.12% | |
| TJX | D | -0.12% | |
| AZN | F | -0.11% | |
| PSX | F | -0.1% |
YLD: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
Drug Manufacturers - Major
Asset Management
Banks - Global
Diversified Industrials
Leisure
Medical Devices
Oil & Gas Integrated
REIT - Office
Tools & Accessories
Advertising Agencies
Apparel Manufacturing
Auto Parts
Business Services
Chemicals
Consumer Electronics
Discount Stores
Farm & Construction Equipment
Farm Products
KRUZ: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Semiconductors
Credit Services
Banks - Global
Drug Manufacturers - Major
Oil & Gas E&P
Semiconductor Equipment & Materials
Aerospace & Defense
Banks - Regional - US
Biotechnology
Capital Markets
Diagnostics & Research
Health Care Plans
Information Technology Services
Oil & Gas Midstream
Oil & Gas Refining & Marketing
Software - Infrastructure
Specialty Retail
Airlines
Compare ETFs
