Syntax Stratified U.S. Total Market ETF
Top 10 Holdings
What is SYUS?
The Syntax Stratified U.S. Total Market ETF (the Fund ) seeks Stratified-Weight exposure to the securities in the S&P Composite 1500 Index though investments in ETFs or underlying securities. The fund seeks to achieve its investment objective by investing in Syntax Stratified Weight ETFs (each a Syntax Underlying Fund and collectively, the Syntax Underlying Funds or Underlying Funds ) or by investing in U.S. equity securities using the Stratified Weight methodology ( Securities ). Under normal circumstances, the Advisor expects to allocate the Funds among the LargeCap. MidCap and SmallCap in exposures approximate to their exposures in the Syntax U.S. Total Market Index, which are derived from their relative capitalization weighted exposures in the S&P Composite 1500 Index. Based on historical averages the Advisor expects these exposures to be between 70% and 96% to the funds or constituents representing S&P 500 (large capitalization) universe exposure, between 3% and 20% to the funds or constituents representing S&P MidCap 400 (mid capitalization) universe exposure, and between 1% and 10% to the funds or constituents that represent S&P SmallCap 600 (smallcapitalization) universe exposure. The Fund, at the Advisor s discretion, may, from time to time, own these exposures in weights that are not in their relative positions in the Syntax U.S. Total Market Index or S&P 1500 if the Advisor deems it in the interest of the Fund. The Fund has a policy that under normal circumstances, it will invest at least 80% of holdings in companies that represent U.S. total market exposure as per the investment objective. There is no guarantee that the weights of the individual ETFs will be in the above ranges.
ETFs related toSYUS
ETFs correlated to SYUS include RSP, GSEW, EUSA
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.
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Create your own algorithmic trading strategy with SYUS using Composer
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.