BOUT vs ONOF

BOUTDCapForce IBD Breakout Opportunities ETF

ONOFAGlobal X Adaptive U.S. Risk Management ETF

In short

BOUT An index fund for the chart-watching crowd: BOUT follows the IBD Breakout Stocks Index, a roughly 50-stock growth screen drawn from Investor's Business Daily's Composite Ranking, wrapped in a plain vanilla ETF.

ONOF The ticker says it out loud: ONOF is an on/off switch. Four technical indicators decide whether it owns a broad basket of U.S. stocks or sits in short-term Treasuries. Rules, not hunches.

Stated mandate

BOUT The Fund seeks to track, before fees and expenses, the performance of the IBD Breakout Stocks Index. It normally invests at least 80% of net assets in the Index’s equity securities and generally holds them in index weights.

ONOF ONOF seeks to track the Adaptive Wealth Strategies U.S. Risk Management Index before fees and expenses. Its four technical indicators shift the Fund between U.S. equities and defensive short-term Treasuries.

Why people hold it

• BOUT Rules first, hunches never: it tracks the IBD Breakout Stocks Index and holds the names at index weights, with at least 80% of net assets in them.
• About 50 holdings, screened on IBD's Composite Ranking, so a growth name actually moves the fund instead of vanishing inside a thousand-stock benchmark.
• Trading since 2018 as a standard 1940 Act ETF, so the screen has run through a multi-year stretch of markets under one published mandate.

• ONOF 0.39% a year for a systematic tactical strategy, a fraction of what the typical fund in its tactical-allocation group charges.globalxetfs.com
• The switch is mechanical. Four technical indicators on the underlying index move it between stocks and Treasuries, so the rulebook is public before you own it.globalxetfs.com
• The defensive leg is boring on purpose: short-term U.S. Treasuries, not options overlays or shorting.globalxetfs.com
• Risk-on means roughly 500 U.S. stocks, so the equity exposure is broad-market rather than a concentrated stock-picking bet.globalxetfs.com

Worth knowing

• BOUT 0.80% a year is active-fund pricing on an index product. The broad trackers it competes with (SCHK, VOOV and company) charge a sliver of that, and BOUT sits in the group's lower tier on cost.
• Small asset base, light trading. Spreads can run wide, so how you enter and exit matters more here than with a mega-cap index fund.
• A concentrated growth screen rides rougher than a total-market fund, and cash comes back once or twice a year rather than quarterly.

• ONOF Trend rules can whipsaw. In choppy markets the signals may step out after a drop and step back in after a bounce, and the fund's path can diverge sharply from the S&P 500.globalxetfs.com
• It trades lightly compared with big index funds, so bid-ask spreads tend to be wider.
• Launched in 2021, so its live record covers a short stretch of market history rather than multiple full cycles.

Full BOUT profile⁠

Full ONOF profile⁠