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EQOP
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 17 2020
Expense Ratio
0.85%
Type
US Equities
Fund Owner
Natixis
Volume (1m avg. daily)
$4,623
AUM
$9,360,000
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus

Top 10 Holdings

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Meta Platforms Inc - Ordinary Shares - Class A
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Alphabet Inc - Ordinary Shares - Class A
4.50%
AMZN
Amazon.com Inc.
4.36%
ORCL
Oracle Corp.
4.25%
n/a
CASH COUPON USD
3.59%
NVDA
NVIDIA Corp
3.47%
NFLX
Netflix Inc.
3.36%
COF
Capital One Financial Corp.
2.86%
KKR
KKR & Co. Inc
2.57%
CRM
Salesforce Inc
2.41%
Invest with EQOP

What is EQOP?

The Fund ordinarily invests at least 80% of its assets in equity securities, including exchange-traded common stocks and exchange-traded preferred stocks. Under normal market conditions, the Fund will invest at least 80% of its assets in securities of U.S. issuers. The Funds approach to equity investing combines the styles of two subadvisers in selecting securities for each of the Funds segments. The segments and their subadvisers are listed below. Harris Associates - Large Cap Value segment - Under normal circumstances, the Large Cap Value segment of the Fund managed by Harris Associates L.P.( Harris Associates ) will invest primarily in the exchange-traded common stocks of larger- capitalization companies that Harris Associates believes aretrading at a substantial discount to the companys intrinsic value. By intrinsic value, Harris Associates means its estimate of the price a knowledgeablebuyer would pay to acquire the entire business. Harris Associates believes that investing in securities priced significantly below what Harris Associatesbelieves is a company s intrinsic value presents the best opportunity to achieve the Fund s investment objectives. Harris Associates usually sells a securitywhen the price approaches its estimated value and monitors each holding and adjusts its price targets as warranted to reflect changes in the issuer sfundamentals. In determining whether an issuer is a U.S. or foreign issuer for the Harris Associates Large Cap Value segment, Harris Associatesconsiders various factors, including its country of domicile, the primary stock exchange on which it trades, the location from which the majority of itsrevenue comes, and its reporting currency. Loomis Sayles - All Cap Growth segment - Under normal circumstances, the All Cap Growth segment of the Fund, managed by Loomis, Sayles & Company,L.P. ( Loomis Sayles ), will invest primarily in equity securities, including exchange-traded common stocks and exchange-traded preferred stocks. Thissegment may invest in companies of any size. The segment normally invests across a wide range of sectors and industries. The segment s portfoliomanager employs a growth style of equity management that emphasizes companies with sustainable competitive advantages, long-term structural growthdrivers, attractive cash flowreturns on invested capital, and management teams focused on creating long-term value for shareholders. The segment s portfolio manager aims to invest in companies when they trade at a significant discount to the estimate of intrinsic value. The segment will considerselling a portfolio investment when the portfolio manager believes an unfavorable structural change occurs within a given business or the markets inwhich it operates, a critical underlying investment assumption is flawed, when a more attractive reward-to-risk opportunity becomes available, when theportfolio manager believes the current price fully reflects intrinsic value, or for other investment reasons which the portfolio manager deems appropriate.Although certain equity securities purchased by the Loomis Sayles All Cap Growth segment of the Fund may be issued by domestic companies incorporated outside of the United States, Loomis Sayles does not consider these securities to be foreign if they are included in the U.S. equity indicespublished by S&P Global Ratings or Russell Investments or if the security s country of risk defined by Bloomberg is the United States.

ETFs related toEQOP

ETFs correlated to EQOP include CGGR, CVLC, TILT

EQOP
Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF
CGGR
Capital Group Companies Inc - Capital Group Growth ETF
CVLC
Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
TILT
FlexShares Trust - FlexShares Morningstar US Market Factors Tilt Index Fund
IYY
BlackRock Institutional Trust Company N.A. - iShares Dow Jones U.S. ETF
SFY
Tidal ETF Trust - SoFi Select 500 ETF
ITOT
BlackRock Institutional Trust Company N.A. - iShares Core S&P Total U.S. Stock Market ETF
IWV
BlackRock Institutional Trust Company N.A. - iShares Russell 3000 ETF
VONE
Vanguard Group, Inc. - Vanguard Russell 1000 Index ETF
LCTU
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
ESGV
Vanguard Group, Inc. - Vanguard ESG U.S. Stock 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 toEQOP

#DSS

Diversify with Sin Stocks

Category

Grow Your Portfolio, Diversification

Risk Rating

Aggressive

#BTD

Buy the Dips: Nasdaq 100

Category

Featured, Technology Focus

Risk Rating

Aggressive

Create your own algorithmic trading strategy with EQOP using Composer

FAQ

EQOP is a US Equities ETF. The Fund ordinarily invests at least 80% of its assets in equity securities, including exchange-traded common stocks and exchange-traded preferred stocks. Under normal market conditions, the Fund will invest at least 80% of its assets in securities of U.S. issuers. The Funds approach to equity investing combines the styles of two subadvisers in selecting securities for each of the Funds segments. The segments and their subadvisers are listed below. Harris Associates - Large Cap Value segment - Under normal circumstances, the Large Cap Value segment of the Fund managed by Harris Associates L.P.( Harris Associates ) will invest primarily in the exchange-traded common stocks of larger- capitalization companies that Harris Associates believes aretrading at a substantial discount to the companys intrinsic value. By intrinsic value, Harris Associates means its estimate of the price a knowledgeablebuyer would pay to acquire the entire business. Harris Associates believes that investing in securities priced significantly below what Harris Associatesbelieves is a company s intrinsic value presents the best opportunity to achieve the Fund s investment objectives. Harris Associates usually sells a securitywhen the price approaches its estimated value and monitors each holding and adjusts its price targets as warranted to reflect changes in the issuer sfundamentals. In determining whether an issuer is a U.S. or foreign issuer for the Harris Associates Large Cap Value segment, Harris Associatesconsiders various factors, including its country of domicile, the primary stock exchange on which it trades, the location from which the majority of itsrevenue comes, and its reporting currency. Loomis Sayles - All Cap Growth segment - Under normal circumstances, the All Cap Growth segment of the Fund, managed by Loomis, Sayles & Company,L.P. ( Loomis Sayles ), will invest primarily in equity securities, including exchange-traded common stocks and exchange-traded preferred stocks. Thissegment may invest in companies of any size. The segment normally invests across a wide range of sectors and industries. The segment s portfoliomanager employs a growth style of equity management that emphasizes companies with sustainable competitive advantages, long-term structural growthdrivers, attractive cash flowreturns on invested capital, and management teams focused on creating long-term value for shareholders. The segment s portfolio manager aims to invest in companies when they trade at a significant discount to the estimate of intrinsic value. The segment will considerselling a portfolio investment when the portfolio manager believes an unfavorable structural change occurs within a given business or the markets inwhich it operates, a critical underlying investment assumption is flawed, when a more attractive reward-to-risk opportunity becomes available, when theportfolio manager believes the current price fully reflects intrinsic value, or for other investment reasons which the portfolio manager deems appropriate.Although certain equity securities purchased by the Loomis Sayles All Cap Growth segment of the Fund may be issued by domestic companies incorporated outside of the United States, Loomis Sayles does not consider these securities to be foreign if they are included in the U.S. equity indicespublished by S&P Global Ratings or Russell Investments or if the security s country of risk defined by Bloomberg is the United States.

Yes, EQOP 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, EQOP 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 EQOP is 0.0444%. This is the percent change in the value of EQOP over the most recent 1-month period. The 3-month return on EQOP is 0.145%. This is the percent change in the value of EQOP over the most recent 3-month period.

The standard deviation of EQOP for the past year is 0.2528%. 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 EQOP include DIA, IWM, and IVV.

ETFs correlated to EQOP include CGGR, CVLC, and TILT.

ETFs that are inversely correlated to EQOP include SH, SPXS, and SPXU.

Disclaimers

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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.