CHEP vs BTAL

Both BTAL and CHEP are ETFs. BTAL has a higher 5-year return than CHEP (-4.26% vs -8.72%). Below is the comparison between BTAL and CHEP.

BTAL CHEP
Security Type ETF ETF
Segment Alternatives: Absolute Returns Alternatives: Absolute Returns
Family FQF Trust FQF Trust
Net Assets $99.10M N/A
Expense Ratio 2.19% 0.00%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.00% 2.97%
Underlying Index Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index Dow Jones U.S. Thematic Market Neutral Value Total Return Index
YTD Return -12.16% -28.34%
1-Year Return -26.00% -26.63%
3-Year Return -6.91% -14.11%
5-Year Return -4.26% -8.72%
10-Year Return -3.23% 0.00%

BTAL description

The Fund seeks performance results that correspond to the price and yield performance of the Dow Jones U.S. Thematic Market Neutral Anti-Beta Index. The Funds invest at least 80% of its net assets in common stocks that are in the Target Anti-Beta Index.

BTAL performance & returns

YTD Return -12.16%
1-Month Return -1.82%
3-Month Return -2.90%
1-Year Return -26.00%
3-Year Return -6.91%
5-Year Return -4.26%
10-Year Return -3.23%
BTAL expense ratio is 2.19%.

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%

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CHEP description

CHEP performance & returns

YTD Return -28.34%
1-Month Return 9.16%
3-Month Return 8.75%
1-Year Return -26.63%
3-Year Return -14.11%
5-Year Return -8.72%
10-Year Return 0.00%
CHEP expense ratio is N/A.

CHEP holdings

Top 10 Holdings (9.33% of Total Assets)

Name Symbol % Assets
Dow Jones Thematic S Val N/A 2.25%
Dow Jones Thematic L Val N/A 1.60%
Snap Inc Class A SNAP 0.78%
Tapestry Inc TPR 0.76%
Pinterest Inc PINS.L 0.73%
Exact Sciences Corp EXAS 0.69%
Zoom Video Communications Inc ZM 0.65%
Capri Holdings Ltd CPRI 0.65%
Foot Locker Inc FL 0.62%
International Paper Co IP 0.60%

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