Brompton Wellington Competition

BBBB Etf

19.88 0.09 0.45%

Brompton Wellington competes with Brompton Flaherty, Brompton Canadian, Brompton Global, Brompton European, and Brompton North; as well as few others. Analyzing Brompton Wellington competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Brompton Wellington to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment.

Brompton Wellington vs Brompton Split Correlation

Very weak diversification

The correlation between Brompton Wellington Square and CLSA is 0.49 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Brompton Wellington Square and CLSA in the same portfolio, assuming nothing else is changed.

Specify up to 10 symbols:

Brompton Wellington Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Brompton Wellington and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Brompton and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Brompton Wellington does not affect the price movement of the other competitor.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.54	0.3	-0.12	-0.03	-0.16	0.54	0.02	-0.28	-0.24	META
MSFT	0.54		0.78	-0.54	0.48	0.28	0.33	-0.19	-0.85	-0.7	MSFT
UBER	0.3	0.78		-0.45	0.42	0.48	0.03	-0.32	-0.8	-0.51	UBER
F	-0.12	-0.54	-0.45		-0.6	-0.19	0.09	0.52	0.67	0.59	F
T	-0.03	0.48	0.42	-0.6		0.62	-0.15	-0.28	-0.47	-0.66	T
A	-0.16	0.28	0.48	-0.19	0.62		-0.24	-0.16	-0.3	-0.46	A
CRM	0.54	0.33	0.03	0.09	-0.15	-0.24		0.61	-0.11	-0.38	CRM
JPM	0.02	-0.19	-0.32	0.52	-0.28	-0.16	0.61		0.41	0.02	JPM
MRK	-0.28	-0.85	-0.8	0.67	-0.47	-0.3	-0.11	0.41		0.71	MRK
XOM	-0.24	-0.7	-0.51	0.59	-0.66	-0.46	-0.38	0.02	0.71		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

Please upgrade your account to get full access to Macroaxis premium features

High positive correlations

UBER	+ 0.78	MSFT
XOM	+ 0.71	MRK
MRK	+ 0.67	F
A	+ 0.62	T
JPM	+ 0.61	CRM
XOM	+ 0.59	F

High negative correlations

MRK	- 0.85	MSFT
MRK	- 0.8	UBER
XOM	- 0.7	MSFT
XOM	- 0.66	T
T	- 0.6	F
F	- 0.54	MSFT

Brompton Wellington Competition Risk-Adjusted Indicators

There is a big difference between Brompton Etf performing well and Brompton Wellington ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Brompton Wellington's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
META	1.44	(0.12)	0.00	(1.43)	0.00	0.00	3.16	(2.67)	13.02
MSFT	1.05	(0.13)	0.00	0.63	0.00	0.00	1.78	(2.50)	4.90
UBER	1.45	(0.23)	0.00	(0.24)	0.00	0.00	2.60	(3.82)	10.23
F	1.47	0.11	0.09	0.15	1.32	(1.82)	3.65	(2.35)	16.30
T	0.88	(0.17)	0.00	(0.41)	0.00	0.00	1.53	(1.85)	4.30
A	1.19	(0.19)	0.00	(0.08)	0.00	0.00	2.90	(2.58)	7.85
CRM	1.43	(0.23)	0.00	(0.16)	0.00	0.00	2.94	(3.10)	12.37
JPM	1.11	(0.06)	(0.02)	0.03	1.66	(1.09)	2.00	(3.11)	7.38
MRK	1.24	0.28	0.19	0.47	1.13	(1.50)	3.59	(1.98)	8.09
XOM	1.07	0.27	0.17	4.15	0.96	(1.25)	2.38	(1.51)	5.82

Brompton Wellington Competitive Analysis

The better you understand Brompton Wellington competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Brompton Wellington's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Brompton Wellington's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	BBBB	BEPR	BGIE	KNGC	BDIV	EDGF	TLF-U	BLOV	CLSA
	0.45 19.88 Brompton	1.35 8.80 Brompton	0.74 32.76 Brompton	0.77 15.73 Brompton	0.04 24.26 Brompton	1.50 12.20 Brompton	1.87 31.60 Brompton	0.24 25.17 Brompton	0.07 14.45 Brompton
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weak	Weakest	Mild	Solid	Soft	Fair	Weak	Good	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Low	Fair	Low	Low	Low	Fair	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Over Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Cautious Hold	Cautious Hold	Strong Buy	Strong Hold	Strong Hold	Strong Sell	Strong Buy	Strong Buy
Equity Positions Weight	N/A	N/A	N/A	N/A	98.75	N/A	N/A	N/A	N/A
Three Year Return	N/A	6.9	N/A	N/A	18.0	13.9	N/A	8.2	N/A
Net Asset	N/A	N/A	N/A	N/A	60.56 M	N/A	N/A	N/A	N/A
Five Year Return	N/A	N/A	N/A	N/A	10.7	9.0	N/A	7.4	N/A
One Year Return	N/A	7.6	N/A	44.4	14.9	18.3	N/A	14.0	N/A
Last Dividend Paid	N/A	N/A	N/A	N/A	0.1	N/A	N/A	N/A	N/A
Beta	N/A	N/A	0.91	N/A	0.72	0.8	N/A	0.38	N/A
Day Typical Price	19.88	8.82	32.77	15.73	24.32	12.19	31.6	25.17	14.45
Accumulation Distribution	N/A	32.31	47.91	N/A	27.47	9.18	N/A	N/A	113.31
Market Facilitation Index	N/A	0.0	0.0	N/A	1.0E-4	0.0	N/A	N/A	0.0
Daily Balance Of Power	9.2 T	(2.40)	2.4	9.2 T	(0.04)	4.5	9.2 T	0	0.0909
Period Momentum Indicator	0.09	(0.12)	0.24	0.12	(0.01)	0.18	0.58	(0.06)	0.01
Rate Of Daily Change	1.0	0.99	1.01	1.01	1.0	1.01	1.02	1.0	1.0
Day Median Price	19.88	8.82	32.77	15.73	24.35	12.18	31.6	25.17	14.46
Price Action Indicator	0.045	(0.09)	0.11	0.06	(0.09)	0.11	0.29	(0.03)	N/A
Relative Strength Index	59.31	47.25	60.79	77.08	54.11	62.42	58.4	64.58	67.25
Coefficient Of Variation	1089.16	17075.66	1182.57	325.74	869.17	748.08	846.97	705.04	311.5
Mean Deviation	0.1408	0.3823	0.6571	0.5805	0.4754	0.544	0.9934	0.3101	0.4841
Jensen Alpha	0.0075	(0.02)	0.0397	0.2124	0.0284	0.0619	0.1838	0.0491	0.1744
Total Risk Alpha	(0.01)	(0.06)	(0.02)	0.1569	0.0031	0.0201	0.0299	0.0106	0.1401
Sortino Ratio	(0.18)	(0.12)	(0.01)	0.1958	(0.01)	0.031	0.064	(0.04)	0.1555
Downside Variance	0.1035	0.3979	0.9221	0.6791	0.4997	0.5254	3.35	0.2532	0.733
Standard Deviation	0.2285	0.5368	0.8667	0.7836	0.6222	0.7605	1.66	0.4308	0.6615
Kurtosis	4.18	1.42	0.5514	0.8771	0.196	1.66	8.31	1.44	1.44
Potential Upside	0.4548	0.7973	1.39	1.45	1.11	1.38	2.25	0.7311	1.34
Treynor Ratio	0.217	(0.05)	0.1857	0.877	0.1283	0.2129	5.18	1.76	0.5004
Maximum Drawdown	1.41	3.13	3.67	3.91	2.63	3.96	12.6	2.41	3.67
Variance	0.0522	0.2882	0.7512	0.614	0.3871	0.5784	2.76	0.1856	0.4376
Market Risk Adjusted Performance	0.227	(0.04)	0.1957	0.887	0.1383	0.2229	5.19	1.77	0.5104
Risk Adjusted Performance	0.0454	6.0E-4	0.0637	0.2265	0.0828	0.0987	0.0925	0.0973	0.2351
Skewness	(0.80)	(0.40)	(0.54)	0.0193	(0.43)	0.7314	1.21	(0.57)	(0.67)
Semi Deviation	0.1694	0.5085	0.8529	0.2974	0.5595	0.4453	1.21	0.3106	0.3516
Information Ratio	(0.25)	(0.14)	(0.01)	0.2059	(0.01)	0.0295	0.0704	(0.04)	0.2013
Value At Risk	(0.30)	(0.79)	(1.78)	(1.32)	(1.26)	(1.06)	(2.15)	(0.71)	(1.17)
Expected Short fall	(0.18)	(0.47)	(0.69)	(0.67)	(0.52)	(0.77)	(1.36)	(0.37)	(0.55)
Downside Deviation	0.3217	0.6308	0.9602	0.824	0.7069	0.7248	1.83	0.5032	0.8562
Semi Variance	0.0287	0.2585	0.7275	0.0885	0.313	0.1983	1.47	0.0965	0.1236

Brompton Wellington Competition Performance Charts

Five steps to successful analysis of Brompton Wellington Competition

Brompton Wellington's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Brompton Wellington in relation to its competition. Brompton Wellington's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Brompton Wellington in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Brompton Wellington's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Brompton Wellington, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Brompton Wellington position

In addition to having Brompton Wellington in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Consumption Thematic Idea Now

Consumption

Companies that deliver final goods such as cars or clothing for consumption by consumers. The Consumption theme has 19 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumption Theme or any other thematic opportunities.

View All Next

Launch

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC