ETFdb Realtime Rating & Analyst Report for OTR
OTR is a passive ETF that seeks to replicate the Ocean Tomo 300 Patent Growth Index. The Index is comprised of approximately 60 securities evaluated and selected on the basis of the value of their intellectual property, specifically their patent valuations, using Ocean Tomo's Patent Ratings software from a universe of U.S. listed stocks using a proprietary, 100% rules-based methodology developed by Ocean Tomo, LLC.
| ETFdb Category | Expense Ratio | Inception Date | Issuer | Structure | YTD Return * |
|---|---|---|---|---|---|
| Large Cap Growth Equities | 0.60% | 2007-04-02 | Guggenheim | ETF | +15.17% |
* As of 01-01-1970
OTR Realtime Rating: By Metric
| Metric | Metric Realtime Rating | A+ Metric Rated ETF |
|---|---|---|
| Liquidity | n/a | QQQ |
| Expenses | n/a | VUG |
| Performance | ![]() |
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| Volatility | ![]() |
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| Dividend | ![]() |
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| Concentration | ![]() |
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The first adjacent table gives investors an individual Realtime Rating for OTR on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Growth Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.
OTR Realtime Rating: Overall
The second table shows the overall Realtime Rating for OTR, as well as the A+ Overall Rated ETF in OTR's Category. To view information on how the ETFdb Realtime Ratings work, click here.
ETFdb Analyst Report for OTR
This product tracks an index which is comprised of approximately 60 securities evaluated and selected on the basis of the value of their intellectual property, specifically their patent valuations, using Ocean Tomo's Patent Ratings software. OTR offers a unique play on the market in that it gives...
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