Both BTAL and RLY are ETFs. BTAL has a lower 5-year return than RLY (0.26% vs 10%). BTAL has a higher expense ratio than RLY (2.53% vs 0.5%). Below is the comparison between BTAL and RLY.
| BTAL | RLY | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | Alternatives: Absolute Returns | Alternatives: Absolute Returns |
| Family | FQF Trust | State Street Global Advisors |
| Net Assets | $116.90M | $361.70M |
| Expense Ratio | 2.53% | 0.50% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 0.00% | 11.86% |
| Underlying Index | Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index | -- |
| YTD Return | 15.13% | 17.41% |
| 1-Year Return | 21.99% | 23.33% |
| 3-Year Return | -2.54% | 15.30% |
| 5-Year Return | 0.26% | 10.00% |
| 10-Year Return | -1.24% | 4.40% |
BTAL
BTAL description
The Fund seeks to provide a consistent negative beta exposure to the U.S. equity market. In seeking to achieve its investment objective, the Fund will invest primarily in long positions in low beta U.S. equities and short positions in high beta U.S. equities on a dollar neutral basis, within sectors.
BTAL performance & returns
| YTD Return | 15.13% |
| 1-Month Return | 3.07% |
| 3-Month Return | 13.66% |
| 1-Year Return | 21.99% |
| 3-Year Return | -2.54% |
| 5-Year Return | 0.26% |
| 10-Year Return | -1.24% |
BTAL holdings
Top 10 Holdings (6.75% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Zoom Video Communications Inc | ZM | 0.76% |
| Tapestry Inc | TPR | 0.73% |
| Dow Jones Thematic L Anti-B | N/A | 0.71% |
| Align Technology Inc | ALGN | 0.71% |
| Olin Corp | OLN.L | 0.69% |
| Darling Ingredients Inc | DAR | 0.64% |
| Capri Holdings Ltd | CPRI | 0.64% |
| Paylocity Holding Corp | PCTY | 0.63% |
| United Therapeutics Corp | UTHR | 0.62% |
| Colony Capital Inc Class A | CLNY | 0.62% |
BTAL pros
None that we could think of.BTAL cons
None that we could think of.Other relevant BTAL comparisons
You may also want to check out the following BTAL comparisons that investors often look for on Finny
- BTAL vs QAI
- BTAL vs MNA
- BTAL vs FTLS
- BTAL vs RLY
- BTAL vs FAAR
- BTAL vs FMF
- BTAL vs MRGR
- BTAL vs HDG
- BTAL vs GAA
- BTAL vs VEGA
RLY
RLY description
The Fund seeks to achieve real return consisting of capital appreciation and current income. The Fund invests among exchange traded products that provide exposure to inflation protected securities, domestic and international real estate securities, commodities, and publicly traded companies in natural resources.
RLY performance & returns
| YTD Return | 17.41% |
| 1-Month Return | 3.61% |
| 3-Month Return | 10.09% |
| 1-Year Return | 23.33% |
| 3-Year Return | 15.30% |
| 5-Year Return | 10.00% |
| 10-Year Return | 4.40% |
RLY holdings
Top 10 Holdings (97.51% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| SPDR® S&P Global Natural Resources ETF | GNR | 22.53% |
| SPDR® Portfolio TIPS ETF | SPIP | 17.49% |
| Invesco Optm Yd Dvrs Cdty Stra No K1 ETF | PDBC | 15.89% |
| SPDR® S&P Global Infrastructure ETF | GII | 11.84% |
| SPDR® FTSE Intl Govt Infl-Protd Bd ETF | WIP | 10.44% |
| SPDR® Dow Jones International RelEst ETF | RWX | 4.87% |
| SPDR® S&P Metals and Mining ETF | XME | 4.04% |
| SPDR® Dow Jones REIT ETF | RWR | 3.81% |
| Invesco DB Gold | DGL | 3.60% |
| VanEck Vectors Agribusiness ETF | MOO | 3.00% |
RLY pros
None that we could think of.RLY cons
None that we could think of.Other relevant RLY comparisons
You may also want to check out the following RLY comparisons that investors often look for on Finny
- RLY vs QAI
- RLY vs MNA
- RLY vs FTLS
- RLY vs FAAR
- RLY vs BTAL
- RLY vs FMF
- RLY vs MRGR
- RLY vs HDG
- RLY vs GAA
- RLY vs VEGA