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ETFs

LifeGoal Wealth Builder ETF

WLTH
$--
Today’s Change
-- (--)

Snapshot
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Inception Date
Sep 09 2021
Expense Ratio
0.68%
Type
Global Diversified
Fund Owner
LifeGoal Investments
Volume (1m avg. daily)
$13,933
AUM
$7,980,000
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

VCLT
Vanguard Group, Inc. - Vanguard Long-Term Corporate Bond ETF
13.03%
VWOB
Vanguard Group, Inc. - Vanguard Emerging Markets Government Bond ETF
10.20%
DGRO
BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF
8.33%
IGRO
BlackRock Institutional Trust Company N.A. - iShares International Dividend Growth ETF
7.48%
SCHP
Schwab Strategic Trust - Schwab U.S. Tips ETF
7.14%
MBB
BlackRock Institutional Trust Company N.A. - iShares MBS ETF
6.02%
EMGF
BlackRock Institutional Trust Company N.A. - iShares Emerging Markets Equity Factor ETF
5.41%
SPHY
SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
5.11%
NEM
Newmont Corp
2.72%
USRT
BlackRock Institutional Trust Company N.A. - iShares Core U.S. REIT ETF
2.14%
Invest with WLTH

What is WLTH?

The Wealth Builder Fund invests in a portfolio of equity securities, debt securities and commodity-linked instruments. Equity securities include common stock, preferred stock, securities convertible into common stock, rights and warrants or securities or other instruments whose price is linked to the value of common stock. The Wealth Builder Fund may invest in such equity and fixed income securities directly or indirectly by investing in both actively and passively managed mutual funds and exchange-traded funds (collectively, the underlying funds ). The Wealth Builder Fund may also in investment vehicles such as exchange traded funds that invest exclusively in commodities and are designed to provide commodities exposure without direct investment in physical commodities.

ETFs related toWLTH

ETFs correlated to WLTH include AOR, AOM, AOA

WLTH
Northern Lights Fund Trust II - LifeGoal Wealth Builder ETF
AOR
BlackRock Institutional Trust Company N.A. - iShares Core Growth Allocation ETF
AOM
BlackRock Institutional Trust Company N.A. - iShares Core Moderate Allocation ETF
AOA
BlackRock Institutional Trust Company N.A. - iShares Core Aggressive Allocation ETF
HNDL
Strategy Shares - Nasdaq 7HANDL Index ETF 1.23x Shares
VT
Vanguard Group, Inc. - Vanguard Total World Stock ETF
ACWI
BlackRock Institutional Trust Company N.A. - iShares MSCI ACWI ETF
AOK
BlackRock Institutional Trust Company N.A. - iShares Core Conservative Allocation ETF
CRBN
BlackRock Institutional Trust Company N.A. - iShares MSCI ACWI Low Carbon Target ETF
URTH
BlackRock Institutional Trust Company N.A. - iShares MSCI World ETF
SPGM
SSgA Active Trust - SPDR Portfolio MSCI Global Stock Market 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.

FAQ

WLTH is a Global Diversified ETF. The Wealth Builder Fund invests in a portfolio of equity securities, debt securities and commodity-linked instruments. Equity securities include common stock, preferred stock, securities convertible into common stock, rights and warrants or securities or other instruments whose price is linked to the value of common stock. The Wealth Builder Fund may invest in such equity and fixed income securities directly or indirectly by investing in both actively and passively managed mutual funds and exchange-traded funds (collectively, the underlying funds ). The Wealth Builder Fund may also in investment vehicles such as exchange traded funds that invest exclusively in commodities and are designed to provide commodities exposure without direct investment in physical commodities.

Yes, WLTH 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, WLTH 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 WLTH is 0.021%. This is the percent change in the value of WLTH over the most recent 1-month period. The 3-month return on WLTH is 0.0299%. This is the percent change in the value of WLTH over the most recent 3-month period.

The standard deviation of WLTH for the past year is 0.1391%. 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 WLTH include AMJ, FPE, and PFF.

ETFs correlated to WLTH include AOR, AOM, and AOA.

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

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.