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ETFs

EGIS
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Nov 18 2020
Expense Ratio
0.75%
Type
US Equities
Fund Owner
2ndVote Funds
Volume (1m avg. daily)
$43,893
AUM
$30,346,965
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

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Invest with EGIS

What is EGIS?

The Fund seeks to meet its investment objective by primarily investing its net assets, plus borrowings for investment purposes, if any, in the equity securities of large- and mid- capitalization US companies that meet its social criteria. The Fund uses both a fundamental security analysis and proprietary social rating system to select the equity securities for the portfolio. The 2nd Amendment and Border Security social scoring system evaluates information about companies direct and indirect corporate donations; activities and stated policies of companies; documented sponsorships for various political and advocacy-related events; corporate leadership donations, activities and advocacy; and lobbying spent for or against various issues on federal and state levels. The Fund is an actively managed exchange traded fund.

ETFs related toEGIS

ETFs correlated to EGIS include FEX, JMOM, AVUS

EGIS
2nd Vote Funds - 2ndVote Society Defended ETF
FEX
First Trust Exchange-Traded Fund III - First Trust Large Cap Core AlphaDEX Fund
JMOM
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
AVUS
American Century ETF Trust - Avantis U.S. Equity ETF
DFAC
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
JHML
John Hancock Investment Management LLC - John Hancock Multifactor Large Cap ETF
CFA
Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
GSEW
Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
DUHP
Dimensional ETF Trust - Dimensional US High Profitability ETF
XLSR
SSgA Active Trust - SPDR SSGA U.S. Sector Rotation ETF
FNDB
Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market Index ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toEGIS

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with EGIS using Composer

FAQ

EGIS is a US Equities ETF. The Fund seeks to meet its investment objective by primarily investing its net assets, plus borrowings for investment purposes, if any, in the equity securities of large- and mid- capitalization US companies that meet its social criteria. The Fund uses both a fundamental security analysis and proprietary social rating system to select the equity securities for the portfolio. The 2nd Amendment and Border Security social scoring system evaluates information about companies direct and indirect corporate donations; activities and stated policies of companies; documented sponsorships for various political and advocacy-related events; corporate leadership donations, activities and advocacy; and lobbying spent for or against various issues on federal and state levels. The Fund is an actively managed exchange traded fund.

Yes, EGIS is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, EGIS is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on EGIS is 0.0265%. This is the percent change in the value of EGIS over the most recent 1-month period. The 3-month return on EGIS is 0.1121%. This is the percent change in the value of EGIS over the most recent 3-month period.

The standard deviation of EGIS for the past year is 0.1719%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to EGIS include USMV, SUSA, and DSI.

ETFs correlated to EGIS include FEX, JMOM, and AVUS.

ETFs that are inversely correlated to EGIS include SPDN, SH, and SDS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.