CWS vs. FXO ETF Comparison
Comparison of AdvisorShares Focused Equity ETF (CWS) to First Trust Financials AlphaDEX (FXO)
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.
Grade (RS Rating)
Last Trade
$70.77
Average Daily Volume
13,976
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
FXO
First Trust Financials AlphaDEX
FXO Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Financials Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$58.27
Average Daily Volume
54,823
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
Performance
| Period | CWS | FXO |
|---|---|---|
| 30 Days | 2.85% | 9.92% |
| 60 Days | 3.29% | 13.83% |
| 90 Days | 5.36% | 15.69% |
| 12 Months | 29.09% | 52.15% |
CWS Overweight 23 Positions Relative to FXO
CWS Underweight 99 Positions Relative to FXO
| Symbol | Grade | Weight | |
|---|---|---|---|
| JHG | A | -1.82% | |
| JEF | A | -1.81% | |
| GS | A | -1.8% | |
| KKR | A | -1.75% | |
| AGO | B | -1.74% | |
| TPG | A | -1.73% | |
| WTM | A | -1.72% | |
| TROW | B | -1.67% | |
| CINF | A | -1.66% | |
| BEN | C | -1.62% | |
| AMG | B | -1.6% | |
| ALL | A | -1.56% | |
| PGR | A | -1.54% | |
| WBS | A | -1.48% | |
| MTG | C | -1.46% | |
| BPOP | B | -1.45% | |
| RNR | C | -1.43% | |
| EG | C | -1.42% | |
| UNM | A | -1.4% | |
| COLB | A | -1.38% | |
| BX | A | -1.37% | |
| SEIC | B | -1.36% | |
| FNB | A | -1.35% | |
| ACGL | D | -1.35% | |
| OMF | A | -1.34% | |
| HLI | B | -1.34% | |
| EQH | B | -1.31% | |
| LNC | B | -1.28% | |
| OZK | B | -1.28% | |
| MKL | A | -1.26% | |
| RYAN | B | -1.23% | |
| AXS | A | -1.23% | |
| L | A | -1.21% | |
| TW | A | -1.2% | |
| GL | B | -1.19% | |
| FHN | A | -1.18% | |
| WFC | A | -1.17% | |
| BRK.A | B | -1.17% | |
| ALLY | C | -1.17% | |
| ZION | B | -1.15% | |
| MS | A | -1.15% | |
| EWBC | A | -1.14% | |
| CNA | B | -1.14% | |
| WTFC | A | -1.1% | |
| MTB | A | -1.09% | |
| HBAN | A | -1.08% | |
| NTRS | A | -1.07% | |
| FCNCA | A | -1.06% | |
| UWMC | D | -1.02% | |
| NU | C | -1.01% | |
| C | A | -0.99% | |
| SOFI | A | -0.98% | |
| STT | A | -0.97% | |
| BRO | B | -0.96% | |
| CRBG | B | -0.95% | |
| SLM | A | -0.95% | |
| HIG | B | -0.9% | |
| CB | C | -0.9% | |
| AMP | A | -0.69% | |
| CMA | A | -0.68% | |
| OWL | A | -0.68% | |
| FHB | A | -0.68% | |
| VIRT | B | -0.67% | |
| BAC | A | -0.67% | |
| PB | A | -0.66% | |
| JPM | A | -0.66% | |
| PNC | B | -0.65% | |
| RF | A | -0.65% | |
| CFG | B | -0.65% | |
| FITB | A | -0.64% | |
| TRV | B | -0.63% | |
| BOKF | B | -0.63% | |
| USB | A | -0.63% | |
| BK | A | -0.62% | |
| WRB | A | -0.61% | |
| ORI | A | -0.61% | |
| WAL | B | -0.61% | |
| VOYA | B | -0.59% | |
| RJF | A | -0.38% | |
| APO | B | -0.38% | |
| SF | B | -0.36% | |
| DFS | B | -0.36% | |
| CFR | B | -0.36% | |
| PNFP | B | -0.36% | |
| CBSH | A | -0.35% | |
| KEY | B | -0.33% | |
| MORN | B | -0.31% | |
| AIZ | A | -0.31% | |
| AIG | B | -0.3% | |
| PRU | A | -0.3% | |
| AJG | B | -0.3% | |
| RGA | A | -0.3% | |
| AFG | A | -0.3% | |
| PFG | D | -0.29% | |
| STWD | C | -0.28% | |
| FAF | A | -0.28% | |
| FNF | B | -0.28% | |
| XP | F | -0.27% | |
| AGNC | D | -0.26% |
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Medical Distribution
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
FXO: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Insurance - Property & Casualty
Capital Markets
Insurance - Diversified
Insurance - Life
Banks - Global
Insurance - Specialty
Credit Services
Insurance - Reinsurance
Insurance Brokers
Banks - Diversified
Business Services
REIT - Diversified
REIT - Residential
Shell Companies
Specialty Finance
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Commercial Banking
Financial Products
Investment Bank
Disability
Cash Management
Investment Management
Life Insurance
Casualty Insurance
Deposit Products
Investment Product
Cash Management Services
Commercial Bank
Investment Banking
Health Insurance
Hedge Funds
Compare ETFs
