CFCV vs. BOTT ETF Comparison
Comparison of ClearBridge Focus Value ETF (CFCV) to Themes Robotics & Automation ETF (BOTT)
CFCV
ClearBridge Focus Value ETF
CFCV Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities, or other exchange-traded investments with similar economic characteristics in which it is permitted to invest, of companies with large market capitalizations. It will only invest in instruments that trade on a U.S. exchange contemporaneously with the fund's shares and, for temporary or defensive purposes, in cash and cash equivalents.
Grade (RS Rating)
Last Trade
$36.06
Average Daily Volume
95
36
BOTT
Themes Robotics & Automation ETF
BOTT Description
BOTT aims to track an index consisting of companies specializing in robotics and automation solutions for industrial use. This includes sectors like factory automation equipment, semiconductors, programmable logic and industrial machine parts. To be considered for inclusion, companies must adhere to several criteria, such as being listed on an exchange in a developed country, meeting minimum market capitalization and average daily value traded thresholds, and having a significant portion of their revenue tied to robotics and automation. The selection process considers factors like positive total return over the past 12 months and market capitalization ranking, resulting in the top 30 firms being included in the index. These companies, equally weighted, represent a mix of mid-sized to large corporations, with a cap of nine companies per industry to ensure diversity. Furthermore, the index undergoes review and adjustment every quarter, taking place on the first Fridays of January, April, July, and October.Grade (RS Rating)
Last Trade
$27.63
Average Daily Volume
704
5
Performance
| Period | CFCV | BOTT |
|---|---|---|
| 30 Days | -0.37% | 0.70% |
| 60 Days | 2.62% | 3.00% |
| 90 Days | -1.31% | |
| 12 Months | 12.17% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CFCV | Weight in BOTT | Overlap | |
|---|---|---|---|---|---|
| MCHP | C | 4.13% | 3.71% | 3.71% |
CFCV Overweight 35 Positions Relative to BOTT
| Symbol | Grade | Weight | |
|---|---|---|---|
| MCK | B | 5.07% | |
| INTC | C | 4.7% | |
| JPM | B | 4.69% | |
| BAC | B | 4.4% | |
| SRE | B | 4.4% | |
| SCHW | D | 4.09% | |
| CVS | D | 3.8% | |
| JNJ | F | 3.67% | |
| WEC | D | 3.49% | |
| TMO | D | 3.31% | |
| SHW | D | 3.21% | |
| BDX | F | 2.87% | |
| CMCSA | F | 2.86% | |
| LRCX | B | 2.81% | |
| AXP | C | 2.64% | |
| OTIS | B | 2.63% | |
| UPS | D | 2.46% | |
| MSI | B | 2.43% | |
| EIX | C | 2.42% | |
| MLM | D | 2.35% | |
| ITW | D | 2.08% | |
| MMC | B | 1.96% | |
| HD | C | 1.86% | |
| VLTO | D | 1.84% | |
| UNH | D | 1.82% | |
| META | A | 1.7% | |
| HLN | B | 1.34% | |
| PGR | B | 1.32% | |
| XPO | C | 1.32% | |
| MSFT | A | 1.28% | |
| GOOGL | A | 1.27% | |
| V | C | 1.25% | |
| COF | D | 0.97% | |
| DE | F | 0.9% | |
| DIS | D | 0.81% |
CFCV: Top Represented Industries & Keywords
BOTT: Top Represented Industries & Keywords
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