YPSArrow Reverse Cap 500 ETF
YPS Fund Description
YPS hold the components of the S&P 500 Index, weighted inversely by market-cap.
YPS Factset Analytics Insight
RVRS effectively flips the S&P 500 on its head. By weighting its holdings inversely to their market-cap, it allocates more weight to the smallest members of the large-cap index. In contrast to some competitor funds, which equal-weight S&P 500 or Russell 1000 constituents, RVRS gives greater weight to the S&P 500’s smallest constituents than to its mega-caps. This approach produces a dramatic tilt toward smaller firms, and may well increase market risk. Indeed, RVRS’ weighted average market-cap is only slightly higher than that of many US midcap ETFs. Inverse weighting is likely to create significant sector tilts relative to the parent index and the large-cap opportunity set. The fund’s top holdings list can change often, as market movements and corporate actions push firms in and out of the S&P 500. Note: Arrow Investments Trust aims to acquire the fund, upon approval from shareholders. This change is expected to occur on May 2021.
YPS MSCI ESG Analytics Insight
Arrow Reverse Cap 500 ETF has an MSCI ESG Fund Rating of A based on a score of 6.96 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Arrow Reverse Cap 500 ETF ranks in the 72nd percentile within its peer group and in the 95th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
YPS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
YPS Summary Data
YPS Portfolio Data
YPS Index Data
YPS Portfolio Management
YPS Tax Exposures
YPS Fund Structure
YPS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of YPS. YPS is rated a 4 out of 5.
YPS Sector/Industry Breakdown
YPS Economic Development
YPS Performance Statistics
YPS MSCI ESG Ratings
YPS Benchmark Comparison Summary
YPS Benchmark Comparison Market Cap Size