DWAT vs DWT

DWAT is an ETF, whereas DWT is a mutual fund. DWAT has a higher expense ratio than DWT (1.69% vs 1.5%). Below is the comparison between DWAT and DWT.

DWAT DWT
Security Type ETF Mutual fund
Segment Asset Allocation: Target Outcome N/A
Issuer Arrow Investment Advisors N/A
Net Assets $3.92M $336.3M
Expense Ratio 1.69% 1.50%
Management Style passive (index-based) passive
Dividend Yield 3.37% N/A
Minimum Investment N/A N/A
YTD Return -13.11% 317.05%
1-Year Return -8.02% 119.10%
3-Year Return -0.66% -18.14%
5-Year Return 0.26% N/A
10-Year Return N/A N/A

DWAT description

The Fund seeks to achieve long-term capital appreciation with capital preservation as a secondary objective. The Fund invests in other ETFs that each invests primarily in domestic and foreign equity securities of any market capitalization, fixed-income securities of any credit quality, or alternative assets.

DWAT performance & returns

YTD Return -13.11%
1-Month Return 1.32%
3-Month Return -17.23%
1-Year Return -8.02%
3-Year Return -0.66%
5-Year Return 0.26%
10-Year Return N/A
DWAT expense ratio is 1.69%.

DWAT holdings

Top 10 Holdings (97.47% of Total Assets)

Name Symbol % Assets
Technology Select Sector SPDR® ETF XLK 12.19%
Invesco DB Precious Metals DBP 10.68%
Health Care Select Sector SPDR® ETF XLV 10.65%
Vanguard Dividend Appreciation ETF VIG 10.28%
iShares 20+ Year Treasury Bond ETF TLT 10.03%
iShares S&P 500 Growth ETF IVW 8.94%
iShares 7-10 Year Treasury Bond ETF IEF 8.93%
iShares Edge MSCI USA Momentum Fctr ETF MTUM 8.89%
Invesco DB Gold DGL 8.57%
Utilities Select Sector SPDR® ETF XLU 8.31%

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    DWT description

    The Fund seeks to track the performance of S&P GSCI Crude Oil Index ER. The Fund is designed to reflect a leveraged inverse exposure to the performance of the Index.

    DWT performance & returns

    YTD Return 317.05%
    1-Month Return 83.96%
    3-Month Return 317.05%
    1-Year Return 119.10%
    3-Year Return -18.14%
    5-Year Return N/A
    10-Year Return N/A
    DWT expense ratio is 1.5%.

    DWT holdings

    Top 10 Holdings (0.00% of Total Assets)

    Name Symbol % Assets

    Other relevant DWT comparisons

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