DFNL vs. INDY ETF Comparison
Comparison of Davis Select Financial ETF (DFNL) to iShares S&P India Nifty 50 Index Fund (INDY)
DFNL
Davis Select Financial ETF
DFNL Description
The investment seeks long-term growth of capital. The fund's investment adviser, uses the Davis Investment Discipline to invest, under normal market conditions, at least 80% of its net assets plus any borrowings for investment purposes in securities issued by companies principally engaged in the financial services sector. The fund's portfolio, generally, contains between 15 and 35 companies. It invests, principally, in common stocks. The fund may invest in large, medium or small companies without regard to market capitalization and may invest in issuers in foreign countries, including countries with developed or emerging markets. It is non-diversified.
Grade (RS Rating)
Last Trade
$36.61
Average Daily Volume
7,875
21
INDY
iShares S&P India Nifty 50 Index Fund
INDY Description
The investment seeks to track the investment results of an index composed of 50 of the largest Indian equities. The Subsidiary and the fund will collectively invest at least 80% of the fund's total assets in securities that comprise the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the CNX Nifty IndexTM (the "underlying index"), which measures the equity performance of the top 50 companies by free float market capitalization whose equity securities trade in the Indian securities markets. The fund is non-diversified.Grade (RS Rating)
Last Trade
$56.03
Average Daily Volume
68,706
3
Performance
Period | DFNL | INDY |
---|---|---|
30 Days | -0.75% | 1.49% |
60 Days | 7.71% | 3.89% |
90 Days | 8.97% | 3.07% |
12 Months | 39.41% | 24.66% |
0 Overlapping Holdings
Symbol | Grade | Weight in DFNL | Weight in INDY | Overlap |
---|
DFNL Overweight 21 Positions Relative to INDY
DFNL: Top Represented Industries & Keywords
INDY: Top Represented Industries & Keywords