BOUT vs WAMA

BOUTDCapForce IBD Breakout Opportunities ETF

WAMAAWisdomTree US Adaptive Moving Average Fund

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.

WAMA —No data

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.

WAMA —No data

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.

WAMA —No data

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.

WAMA —No data

Full BOUT profile⁠

Full WAMA profile⁠