BTAL U.S. Market Neutral Anti-Beta Fund

  • ETF
  • BTAL
  • Category
  • Long-Short
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BTAL - Profile

Vitals

Investment Themes

Alternative ETFs in the Long-Short Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The index is equal weighted, dollar neutral and sector neutral. The index rebalances monthly by identifying the lowest beta stocks as long positions and highest beta stocks as short positions, of approximately equal dollar amounts, within each sector.

Realtime Rating

BTAL - Realtime Rating

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Realtime Rating Summary

BTAL is a passive ETF that seeks to replicate Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index. The index is equal weighted, dollar neutral and sector neutral. The index rebalances monthly by identifying the lowest beta stocks as long positions and highest beta stocks as short positions, of approximately equal dollar amounts, within each sector.

The adjacent table gives investors an individual Realtime Rating for BTAL on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Long-Short with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

BTAL Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B+ n/a
Expenses B+ n/a
Performance
Volatility
Dividend
Concentration

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Alternative ETFs

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Emerging Market ETFs

BTAL In-Depth Analysis

The following tables and charts contain in-depth metrics for BTAL and compare it to similar peer ETFs within its ETFdb Category.

Holdings

BTAL - Holdings

Filings Data as of: Aug 04, 2015
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Concentration Analysis

This section compares how balanced and deep BTAL is relative to the peer group ETFdb Category.

Number of Holdings
BTAL Rank:
BTAL 204
Category Low
Category High
% Assets in Top 10
BTAL Rank:
BTAL 26.67%
Category Low
Category High
Expense

BTAL - Expenses & Fees

This section compares the cost efficiency of BTAL to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
BTAL Rank:
BTAL 0.99%
Category Low
Category High

Commission Free Trading in BTAL

BTAL is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 2 other ETFs in the Long-Short ETFdb Category that are also eligible for commission free trading:

Performance

BTAL - Performance

This section shows how BTAL has performed relative to its peer group ETFdb Category.

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1 Week Return
BTAL Rank:
BTAL -1.54%
Category Low
Category High
4 Week Return
BTAL Rank:
BTAL 3.80%
Category Low
Category High
13 Week Return
BTAL Rank:
BTAL 6.49%
Category Low
Category High
26 Week Return
BTAL Rank:
BTAL 2.04%
Category Low
Category High
Year to Date Return
BTAL Rank:
BTAL -0.68%
Category Low
Category High
1 Year Return
BTAL Rank:
BTAL 6.99%
Category Low
Category High
3 Year Return
BTAL Rank:
BTAL -11.18%
Category Low
Category High
5 Year Return
BTAL Rank:
No Ranking Available
Category Low
Category High
Charts

BTAL - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of BTAL relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

BTAL - Valuation

This section shows how the P/E multiple of BTAL compares to the peer group ETFdb Category.

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P/E Ratio
BTAL Rank:
BTAL 22.78
Category Low
Category High

As of Sep 02, 2015

Dividend

BTAL - Dividend

This section shows how the dividend yield of BTAL compares to the peer group ETFdb Category.

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Annual Dividend Yield
BTAL Rank:
BTAL 0.01%
Category Low
Category High

As of Sep 02, 2015

Technicals

BTAL - Technicals

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BTAL Volatility Analysis

This section shows how the volatility of BTAL compares to the peer group ETFdb Category.

5 Day Volatility
BTAL Rank:
BTAL 33.85%
Category Low
Category High
20 Day Volatility
BTAL Rank:
BTAL 10.74%
Category Low
Category High
50 Day Volatility
BTAL Rank:
BTAL 15.97%
Category Low
Category High
200 Day Volatility
BTAL Rank:
BTAL 15.81%
Category Low
Category High
Beta
BTAL Rank:
BTAL -0.6
Category Low
Category High
Standard Deviation
BTAL Rank:
BTAL 0.51%
Category Low
Category High

BTAL Technicals

  • 20 Day MA: $20.30
  • 60 Day MA: $19.69
  • MACD 15 Period: 0.05
  • MACD 100 Period: 0.69
  • Williams % Range 10 Day: 77.59
  • Williams % Range 20 Day: 36.00
  • RSI 10 Day: 57
  • RSI 20 Day: 59
  • RSI 30 Day: 57
  • Ultimate Oscillator: 39

BTAL Bollinger Bands

  • Lower Bollinger (10 Day): $20.38
  • Upper Bollinger (10 Day): $20.90
  • Lower Bollinger (20 Day): $19.57
  • Upper Bollinger (20 Day): $21.04
  • Lower Bollinger (30 Day): $19.37
  • Upper Bollinger (30 Day): $20.92

BTAL Support & Resistance

  • Support Level 1: $20.46
  • Support Level 2: $20.41
  • Resistance Level 1: $20.58
  • Resistance Level 2: $20.65

BTAL Stochastic

  • Stochastic Oscillator %D (1 Day): 46.14
  • Stochastic Oscillator %D (5 Day): 30.35
  • Stochastic Oscillator %K (1 Day): 53.78
  • Stochastic Oscillator %K (5 Day): 41.46
Fact Sheet

BTAL - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.