Evaluating A Hot Hedge Fund Strategy ETF - April 2021

Moreover, in stark contrast to some of 2020’s top-performing ETFs that stumbled badly as the market rotated from growth to value, GVIP is off to a good start in 2021.  During the past 3 months, it added to its advantage since inception over IVV posting a return of 6.41% in comparison to 4.88%.  

Of course, past performance does not guarantee future results.  With that in mind, let’s take a look at the ValuEngine report on GVIP.  It is among just a handful of ETFs rated by ValuEngine with 5 Vs in contrast to 3 Vs for IVV.  Going inside GVIP, the top 10 holdings are:

Ticker  Company      Percent of Portfolio                 VE Rating    Industry Sector

EXP   EXPEDIA INC              2.40                                      3             Retail-Wholesale

BAC   BANK OF AMER CP    2.36                                      2              Finance

WFC   WELLS FARGO          2.34                                      3              Finance

FB      FACEBOOK INC-A      2.33                                      3          Computer and Tech

FISV   FISERV INC                2.29                                      3           Business Services

FIS     FIDELITY NAT IN        2.28                                      3           Business Services

BKNG BOOKING HLDGS.     2.26                                      3           Retail-Wholesale

MA     MASTERCARD INC     2.25                                      3           Business Services

MU     MICRON TECH            2.21                                      3         Computer and Tech

TDG TRANSDIGM GROUP   2.19                                       3           Aerospace

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Disclaimer: Always read the fact sheets and/or summary prospectus before buying any ETF.

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