Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Strategy Shares Nasdaq 7 Handl™ ETF HNDL
Morningstar’s Analysis HNDL
Will HNDL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 76.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares Core US Aggregate Bond ETF | 11.31 | 89.6 Mil | — |
Vanguard Total Bond Market ETF | 11.30 | 89.5 Mil | — |
SPDR® Portfolio Aggregate Bond ETF | 11.29 | 89.4 Mil | — |
Invesco NASDAQ 100 ETF | 7.65 | 60.6 Mil | — |
Alerian MLP ETF | 7.08 | 56.1 Mil | — |
Vanguard Dividend Appreciation ETF | 6.89 | 54.6 Mil | — |
WisdomTree U.S. Efficient Core Fund | 6.39 | 50.6 Mil | — |
JPMorgan Equity Premium Income ETF | 5.56 | 44.0 Mil | — |
Xtrackers USD High Yield Corp Bd ETF | 4.95 | 39.2 Mil | — |
Global X US Preferred ETF | 4.36 | 34.5 Mil | — |