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ETFs

ROC ETF

ROCI
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Mar 24 2022
Expense Ratio
0.49%
Type
US Equities
Fund Owner
ROC Investments
Volume (1m avg. daily)
$32,484
AUM
$5,465,398
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

AAPL
Apple Inc
6.11%
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Microsoft Corporation
5.13%
BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
4.52%
AMZN
Amazon.com Inc.
4.19%
NVDA
NVIDIA Corp
2.98%
HD
Home Depot, Inc.
2.77%
WMT
Walmart Inc
2.74%
TMUS
T-Mobile US Inc
2.65%
UNH
Unitedhealth Group Inc
2.34%
INTU
Intuit Inc
2.34%
Invest with ROCI

What is ROCI?

ROCI seek to purchase U.S. companies whose management's behavior exemplifies what we believe to be the highest level of character. The Fund's portfolio will generally hold stocks of 75 to 150 companies with the highest Composite Character Scores. ROCI ETF (ticker ROCI) will weight the portfolio's securities to mirror the return profile of traditional, broad-based, US securities (with companies scoring highest on CEO character as described above). On a quarterly basis, the ROCI ETF will evaluate the portfolio weights and modify them at our discretion.

ETFs related toROCI

ETFs correlated to ROCI include IYY, ITOT, SCHB

ROCI
EA Series Trust - ROC ETF
IYY
BlackRock Institutional Trust Company N.A. - iShares Dow Jones U.S. ETF
ITOT
BlackRock Institutional Trust Company N.A. - iShares Core S&P Total U.S. Stock Market ETF
SCHB
Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHK
Schwab Strategic Trust - Schwab 1000 Index ETF
IWV
BlackRock Institutional Trust Company N.A. - iShares Russell 3000 ETF
SCHX
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IWB
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 ETF
DFAU
Dimensional ETF Trust - Dimensional US Core Equity Market ETF
LCTU
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
BBUS
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity 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 toROCI

#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 ROCI using Composer

FAQ

ROCI is a US Equities ETF. ROCI seek to purchase U.S. companies whose management's behavior exemplifies what we believe to be the highest level of character. The Fund's portfolio will generally hold stocks of 75 to 150 companies with the highest Composite Character Scores. ROCI ETF (ticker ROCI) will weight the portfolio's securities to mirror the return profile of traditional, broad-based, US securities (with companies scoring highest on CEO character as described above). On a quarterly basis, the ROCI ETF will evaluate the portfolio weights and modify them at our discretion.

Yes, ROCI 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, ROCI 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 ROCI is -0.0129%. This is the percent change in the value of ROCI over the most recent 1-month period. The 3-month return on ROCI is 0.0025%. This is the percent change in the value of ROCI over the most recent 3-month period.

The standard deviation of ROCI for the past year is 0.1747%. 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 ROCI include SPHQ, DSI, and QUAL.

ETFs correlated to ROCI include IYY, ITOT, and SCHB.

ETFs that are inversely correlated to ROCI include SPXS, SDS, and SPXU.

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.