EIPX vs. SCHM ETF Comparison
Comparison of FT Energy Income Partners Strategy ETF (EIPX) to Schwab U.S. Mid Cap ETF (SCHM)
EIPX
FT Energy Income Partners Strategy ETF
EIPX Description
FT Energy Income Partners Strategy ETF is an exchange traded fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Energy Income Partners LLC. It invests in public equity markets. It invests in stocks of companies operating across energy, oil, gas and consumable fuel, oil and gas exploration and production, oil and gas production, mixed, manufactured, and liquefied petroleum gas production, oil and gas refining and marketing, oil and gas storage and transportation sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. Traded Fund IV - FT Energy Income Partners Strategy ETF was formed on November 2, 2022 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$26.49
Average Daily Volume
17,792
Number of Holdings
*
67
* may have additional holdings in another (foreign) market
SCHM
Schwab U.S. Mid Cap ETF
SCHM Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.Grade (RS Rating)
Last Trade
$29.68
Average Daily Volume
1,060,895
Number of Holdings
*
478
* may have additional holdings in another (foreign) market
Performance
| Period | EIPX | SCHM |
|---|---|---|
| 30 Days | 8.18% | 7.19% |
| 60 Days | 8.18% | 7.68% |
| 90 Days | 9.76% | 9.43% |
| 12 Months | 28.96% | 31.37% |
13 Overlapping Holdings
| Symbol | Grade | Weight in EIPX | Weight in SCHM | Overlap | |
|---|---|---|---|---|---|
| AES | F | 0.8% | 0.22% | 0.22% | |
| DINO | D | 0.35% | 0.15% | 0.15% | |
| DTM | B | 1.51% | 0.22% | 0.22% | |
| EQT | B | 0.61% | 0.56% | 0.56% | |
| EVRG | A | 0.96% | 0.32% | 0.32% | |
| FLR | B | 0.53% | 0.2% | 0.2% | |
| FTI | A | 0.91% | 0.27% | 0.27% | |
| IDA | A | 0.35% | 0.14% | 0.14% | |
| LNT | A | 0.77% | 0.35% | 0.35% | |
| NFG | A | 2.35% | 0.12% | 0.12% | |
| NOV | C | 0.58% | 0.14% | 0.14% | |
| RRC | B | 0.75% | 0.18% | 0.18% | |
| WTRG | B | 0.46% | 0.22% | 0.22% |
EIPX Overweight 54 Positions Relative to SCHM
| Symbol | Grade | Weight | |
|---|---|---|---|
| EPD | A | 7.13% | |
| ET | A | 5.3% | |
| TTE | F | 4.46% | |
| MPLX | A | 3.92% | |
| XOM | B | 3.81% | |
| KMI | A | 3.37% | |
| OKE | A | 3.02% | |
| PAGP | A | 2.78% | |
| SRE | A | 2.18% | |
| BP | D | 2.15% | |
| TRGP | B | 1.99% | |
| EOG | A | 1.98% | |
| CQP | B | 1.88% | |
| SLB | C | 1.72% | |
| VST | B | 1.57% | |
| PWR | A | 1.45% | |
| AEP | D | 1.4% | |
| AROC | B | 1.23% | |
| HAL | C | 1.19% | |
| LNG | B | 1.07% | |
| WMB | A | 1.04% | |
| SUN | B | 0.95% | |
| PPL | B | 0.84% | |
| CWEN | C | 0.83% | |
| FANG | D | 0.82% | |
| CTRA | B | 0.79% | |
| WEC | A | 0.73% | |
| ARLP | A | 0.69% | |
| HP | B | 0.64% | |
| ETR | B | 0.61% | |
| WHD | B | 0.54% | |
| NRP | B | 0.53% | |
| ATO | A | 0.52% | |
| NEP | F | 0.49% | |
| PEG | A | 0.49% | |
| NEE | D | 0.49% | |
| SO | D | 0.47% | |
| KRP | B | 0.45% | |
| INSW | F | 0.37% | |
| AEE | A | 0.33% | |
| CNP | B | 0.31% | |
| SM | B | 0.27% | |
| MPC | D | 0.27% | |
| DTE | C | 0.27% | |
| PSX | C | 0.27% | |
| CMS | C | 0.25% | |
| PTEN | C | 0.25% | |
| VLO | C | 0.23% | |
| USAC | B | 0.23% | |
| DHT | F | 0.23% | |
| FRO | F | 0.2% | |
| ECO | F | 0.19% | |
| OGS | A | 0.12% | |
| XEL | A | 0.08% |
EIPX Underweight 465 Positions Relative to SCHM
| Symbol | Grade | Weight | |
|---|---|---|---|
| UAL | A | -0.66% | |
| TPL | A | -0.57% | |
| EME | C | -0.52% | |
| HOOD | B | -0.51% | |
| PKG | A | -0.47% | |
| CSL | C | -0.46% | |
| IP | B | -0.44% | |
| STLD | B | -0.44% | |
| BAH | F | -0.43% | |
| DKNG | B | -0.43% | |
| IBKR | A | -0.43% | |
| SNA | A | -0.42% | |
| NRG | B | -0.42% | |
| FDS | B | -0.41% | |
| NTRA | B | -0.4% | |
| WSO | A | -0.4% | |
| PODD | C | -0.4% | |
| RPM | A | -0.39% | |
| PNR | A | -0.39% | |
| KEY | B | -0.39% | |
| XPO | B | -0.38% | |
| BURL | A | -0.38% | |
| NTNX | A | -0.38% | |
| PINS | D | -0.38% | |
| RS | B | -0.38% | |
| RBA | A | -0.38% | |
| MAS | D | -0.38% | |
| IEX | B | -0.38% | |
| TRMB | B | -0.38% | |
| TOST | B | -0.37% | |
| MANH | D | -0.37% | |
| KIM | A | -0.37% | |
| WSM | B | -0.37% | |
| OC | A | -0.37% | |
| EG | C | -0.36% | |
| UTHR | C | -0.36% | |
| DOCU | A | -0.36% | |
| NI | A | -0.36% | |
| DT | C | -0.35% | |
| TOL | B | -0.35% | |
| FNF | B | -0.35% | |
| FIX | A | -0.35% | |
| USFD | A | -0.35% | |
| GWRE | A | -0.35% | |
| TXT | D | -0.35% | |
| AVY | D | -0.35% | |
| MRO | B | -0.35% | |
| GGG | B | -0.34% | |
| EQH | B | -0.34% | |
| L | A | -0.34% | |
| RGA | A | -0.34% | |
| VTRS | A | -0.34% | |
| TWLO | A | -0.34% | |
| DOC | D | -0.33% | |
| ENTG | D | -0.33% | |
| FLEX | A | -0.33% | |
| Z | A | -0.33% | |
| THC | D | -0.33% | |
| CASY | A | -0.33% | |
| TW | A | -0.33% | |
| EWBC | A | -0.32% | |
| ACM | A | -0.32% | |
| NWSA | B | -0.32% | |
| SOFI | A | -0.32% | |
| JBL | B | -0.32% | |
| COHR | B | -0.32% | |
| NDSN | B | -0.31% | |
| SAIA | B | -0.31% | |
| FFIV | B | -0.31% | |
| SFM | A | -0.31% | |
| EPAM | C | -0.3% | |
| AFRM | B | -0.3% | |
| GLPI | C | -0.3% | |
| RNR | C | -0.3% | |
| CW | B | -0.3% | |
| POOL | C | -0.3% | |
| CHRW | C | -0.29% | |
| PFGC | B | -0.29% | |
| TPR | B | -0.29% | |
| TXRH | C | -0.29% | |
| ELS | C | -0.29% | |
| UDR | B | -0.29% | |
| ITT | A | -0.28% | |
| UNM | A | -0.28% | |
| CLH | B | -0.28% | |
| JKHY | D | -0.28% | |
| CPT | B | -0.28% | |
| BG | F | -0.28% | |
| UHS | D | -0.27% | |
| JNPR | F | -0.27% | |
| REG | B | -0.27% | |
| JEF | A | -0.27% | |
| BMRN | D | -0.27% | |
| NVT | B | -0.27% | |
| HST | C | -0.27% | |
| INCY | C | -0.27% | |
| ALB | C | -0.27% | |
| ALLE | D | -0.27% | |
| KMX | B | -0.27% | |
| WPC | D | -0.27% | |
| SCI | B | -0.27% | |
| JLL | D | -0.27% | |
| DUOL | A | -0.26% | |
| BWXT | B | -0.26% | |
| OVV | B | -0.26% | |
| BJ | A | -0.26% | |
| NCLH | B | -0.26% | |
| OWL | A | -0.26% | |
| LECO | B | -0.26% | |
| SF | B | -0.26% | |
| DAY | B | -0.26% | |
| AMH | D | -0.26% | |
| NBIX | C | -0.26% | |
| OKTA | C | -0.26% | |
| EMN | D | -0.26% | |
| ATR | B | -0.25% | |
| LAMR | D | -0.25% | |
| SNAP | C | -0.25% | |
| RRX | B | -0.25% | |
| LBRDK | C | -0.25% | |
| AIZ | A | -0.25% | |
| AA | B | -0.25% | |
| SJM | D | -0.25% | |
| INSM | C | -0.25% | |
| BXP | D | -0.25% | |
| DKS | C | -0.25% | |
| TECH | D | -0.24% | |
| EVR | B | -0.24% | |
| CTLT | B | -0.24% | |
| PAYC | B | -0.24% | |
| CCK | C | -0.24% | |
| LW | C | -0.24% | |
| CUBE | D | -0.24% | |
| FHN | A | -0.24% | |
| GNRC | B | -0.24% | |
| TAP | C | -0.24% | |
| FND | C | -0.24% | |
| TTEK | F | -0.24% | |
| IPG | D | -0.23% | |
| CHDN | B | -0.23% | |
| AIT | A | -0.23% | |
| WBS | A | -0.23% | |
| KNSL | B | -0.23% | |
| GME | C | -0.23% | |
| OHI | C | -0.23% | |
| BLD | D | -0.23% | |
| PNW | B | -0.23% | |
| CACI | D | -0.23% | |
| CG | A | -0.23% | |
| PCVX | D | -0.22% | |
| HLI | B | -0.22% | |
| GL | B | -0.22% | |
| EXEL | B | -0.22% | |
| ARMK | B | -0.22% | |
| WAL | B | -0.22% | |
| MUSA | A | -0.22% | |
| MKTX | D | -0.22% | |
| LAD | A | -0.22% | |
| ALLY | C | -0.22% | |
| AFG | A | -0.22% | |
| EHC | B | -0.22% | |
| SRPT | D | -0.22% | |
| RPRX | D | -0.22% | |
| AYI | B | -0.22% | |
| MLI | C | -0.22% | |
| LKQ | D | -0.22% | |
| WWD | B | -0.22% | |
| PRI | A | -0.22% | |
| ALSN | B | -0.22% | |
| EXP | A | -0.22% | |
| IOT | A | -0.22% | |
| WMS | D | -0.21% | |
| WING | D | -0.21% | |
| BRBR | A | -0.21% | |
| SOLV | C | -0.21% | |
| PR | B | -0.21% | |
| TPX | B | -0.21% | |
| AAL | B | -0.21% | |
| PNFP | B | -0.21% | |
| CNH | C | -0.21% | |
| CIEN | B | -0.21% | |
| CRL | C | -0.21% | |
| AXTA | A | -0.2% | |
| AR | B | -0.2% | |
| CFR | B | -0.2% | |
| ORI | A | -0.2% | |
| AAON | B | -0.2% | |
| KNX | B | -0.2% | |
| TFX | F | -0.2% | |
| RBC | A | -0.2% | |
| MORN | B | -0.2% | |
| EXAS | D | -0.2% | |
| WCC | B | -0.2% | |
| CMA | A | -0.2% | |
| INGR | B | -0.2% | |
| GMED | A | -0.2% | |
| FBIN | D | -0.2% | |
| REXR | F | -0.2% | |
| DCI | B | -0.2% | |
| RGLD | C | -0.2% | |
| PEN | B | -0.2% | |
| RL | B | -0.19% | |
| EGP | F | -0.19% | |
| CHE | D | -0.19% | |
| HRB | D | -0.19% | |
| CBSH | A | -0.19% | |
| MOS | F | -0.19% | |
| TTC | D | -0.19% | |
| CR | A | -0.19% | |
| GPK | C | -0.19% | |
| FN | D | -0.19% | |
| WYNN | D | -0.19% | |
| CPB | D | -0.19% | |
| APG | B | -0.19% | |
| FRT | B | -0.19% | |
| PCTY | B | -0.19% | |
| NYT | C | -0.19% | |
| OGE | B | -0.19% | |
| MGM | D | -0.19% | |
| HQY | B | -0.19% | |
| RVMD | C | -0.19% | |
| AOS | F | -0.19% | |
| BRX | A | -0.19% | |
| HSIC | B | -0.19% | |
| CRS | A | -0.19% | |
| ROKU | D | -0.19% | |
| WTFC | A | -0.19% | |
| SNX | C | -0.19% | |
| ZION | B | -0.19% | |
| MTCH | D | -0.18% | |
| SEIC | B | -0.18% | |
| TKO | B | -0.18% | |
| IVZ | B | -0.18% | |
| CZR | F | -0.18% | |
| X | C | -0.18% | |
| VOYA | B | -0.18% | |
| SNV | B | -0.18% | |
| SKX | D | -0.18% | |
| CE | F | -0.18% | |
| PLNT | A | -0.18% | |
| SSB | B | -0.18% | |
| ENSG | D | -0.18% | |
| HAS | D | -0.18% | |
| CNM | D | -0.18% | |
| ITCI | C | -0.18% | |
| APA | D | -0.18% | |
| BILL | A | -0.18% | |
| LNW | D | -0.18% | |
| CRBG | B | -0.18% | |
| MTZ | B | -0.18% | |
| S | B | -0.17% | |
| AGNC | D | -0.17% | |
| JAZZ | B | -0.17% | |
| RHI | B | -0.17% | |
| JXN | C | -0.17% | |
| HII | D | -0.17% | |
| GKOS | B | -0.17% | |
| SSD | D | -0.17% | |
| ACI | C | -0.17% | |
| ADC | B | -0.17% | |
| BERY | B | -0.17% | |
| WH | B | -0.17% | |
| FYBR | D | -0.17% | |
| SMAR | A | -0.17% | |
| NNN | D | -0.17% | |
| FLS | B | -0.17% | |
| KBR | F | -0.17% | |
| ONTO | D | -0.17% | |
| BWA | D | -0.17% | |
| PB | A | -0.17% | |
| UFPI | B | -0.17% | |
| CHRD | D | -0.17% | |
| MEDP | D | -0.17% | |
| LPX | B | -0.16% | |
| GXO | B | -0.16% | |
| BBWI | D | -0.16% | |
| OSK | B | -0.16% | |
| MKSI | C | -0.16% | |
| MTSI | B | -0.16% | |
| MASI | A | -0.16% | |
| COKE | C | -0.16% | |
| ALV | C | -0.16% | |
| BSY | D | -0.16% | |
| EXLS | B | -0.16% | |
| OLED | D | -0.16% | |
| RIVN | F | -0.16% | |
| RYAN | B | -0.16% | |
| RLI | B | -0.16% | |
| FRPT | B | -0.16% | |
| MIDD | C | -0.16% | |
| TMHC | B | -0.16% | |
| G | B | -0.16% | |
| PCOR | B | -0.16% | |
| MHK | D | -0.16% | |
| CVLT | B | -0.16% | |
| WEX | D | -0.16% | |
| ESTC | C | -0.16% | |
| ANF | C | -0.16% | |
| DVA | B | -0.16% | |
| TREX | C | -0.16% | |
| KEX | C | -0.16% | |
| SPSC | C | -0.15% | |
| LYFT | C | -0.15% | |
| STAG | F | -0.15% | |
| MTN | C | -0.15% | |
| AXS | A | -0.15% | |
| PARA | C | -0.15% | |
| VFC | C | -0.15% | |
| MTDR | B | -0.15% | |
| BEN | C | -0.15% | |
| OMF | A | -0.15% | |
| FAF | A | -0.15% | |
| VNO | B | -0.15% | |
| MSA | D | -0.15% | |
| CFLT | B | -0.15% | |
| LSCC | D | -0.15% | |
| FMC | D | -0.15% | |
| CGNX | C | -0.15% | |
| VMI | B | -0.15% | |
| UHAL | D | -0.15% | |
| ALK | C | -0.15% | |
| CMC | B | -0.15% | |
| DAR | C | -0.15% | |
| ELF | C | -0.15% | |
| H | B | -0.15% | |
| FCN | D | -0.15% | |
| ELAN | D | -0.15% | |
| BPOP | B | -0.15% | |
| FR | C | -0.15% | |
| GNTX | C | -0.15% | |
| GTLS | B | -0.15% | |
| ATI | D | -0.15% | |
| BIO | D | -0.14% | |
| WHR | B | -0.14% | |
| STWD | C | -0.14% | |
| QRVO | F | -0.14% | |
| SAIC | F | -0.14% | |
| SITE | D | -0.14% | |
| MAT | D | -0.14% | |
| GBCI | B | -0.14% | |
| DBX | B | -0.14% | |
| MTG | C | -0.14% | |
| WSC | D | -0.14% | |
| LSTR | D | -0.14% | |
| RGEN | D | -0.14% | |
| MTH | D | -0.14% | |
| KBH | D | -0.13% | |
| JHG | A | -0.13% | |
| BRKR | D | -0.13% | |
| SIRI | C | -0.13% | |
| ETSY | D | -0.13% | |
| COLD | D | -0.13% | |
| PVH | C | -0.13% | |
| HALO | F | -0.13% | |
| SUM | B | -0.13% | |
| CROX | D | -0.13% | |
| THO | B | -0.13% | |
| AGCO | D | -0.13% | |
| CHX | C | -0.13% | |
| THG | A | -0.13% | |
| TRNO | F | -0.13% | |
| ESNT | D | -0.13% | |
| CYTK | F | -0.13% | |
| LFUS | F | -0.13% | |
| WFRD | D | -0.13% | |
| SIGI | C | -0.13% | |
| LNC | B | -0.13% | |
| BFAM | D | -0.13% | |
| NOVT | D | -0.13% | |
| WBA | F | -0.13% | |
| ARW | D | -0.13% | |
| SEE | C | -0.12% | |
| BC | C | -0.12% | |
| FFIN | B | -0.12% | |
| LNTH | D | -0.12% | |
| CLF | F | -0.12% | |
| QLYS | C | -0.12% | |
| CRUS | D | -0.12% | |
| LEA | D | -0.12% | |
| IONS | F | -0.12% | |
| VVV | F | -0.12% | |
| RMBS | C | -0.12% | |
| EDR | A | -0.12% | |
| PATH | C | -0.12% | |
| AMG | B | -0.12% | |
| ZWS | B | -0.12% | |
| OLLI | D | -0.12% | |
| MMS | F | -0.11% | |
| GAP | C | -0.11% | |
| VLY | B | -0.11% | |
| POR | C | -0.11% | |
| FIVE | F | -0.11% | |
| ST | F | -0.11% | |
| TKR | D | -0.11% | |
| HXL | D | -0.11% | |
| OLN | D | -0.11% | |
| ROIV | C | -0.11% | |
| NXST | C | -0.11% | |
| SON | D | -0.11% | |
| BYD | C | -0.11% | |
| POST | C | -0.11% | |
| U | C | -0.11% | |
| AL | B | -0.11% | |
| OZK | B | -0.11% | |
| INSP | D | -0.11% | |
| AM | A | -0.11% | |
| UGI | A | -0.11% | |
| EEFT | B | -0.1% | |
| AN | C | -0.1% | |
| BKH | A | -0.1% | |
| PSN | D | -0.1% | |
| MUR | D | -0.1% | |
| CIVI | D | -0.1% | |
| ALKS | B | -0.1% | |
| RH | B | -0.1% | |
| OGN | D | -0.09% | |
| HOG | D | -0.09% | |
| ASGN | F | -0.09% | |
| RYN | D | -0.09% | |
| CELH | F | -0.09% | |
| CRSP | D | -0.09% | |
| KRC | C | -0.09% | |
| WLK | D | -0.09% | |
| FLO | D | -0.09% | |
| NSIT | F | -0.09% | |
| DLB | B | -0.09% | |
| LANC | C | -0.08% | |
| PII | D | -0.08% | |
| ACHC | F | -0.08% | |
| WU | D | -0.08% | |
| XRAY | F | -0.08% | |
| W | F | -0.08% | |
| OPCH | D | -0.08% | |
| MDU | D | -0.08% | |
| ASH | D | -0.08% | |
| DNB | B | -0.08% | |
| ALGM | D | -0.07% | |
| PAG | B | -0.07% | |
| PBF | D | -0.07% | |
| VAL | D | -0.07% | |
| RIG | D | -0.07% | |
| CHH | A | -0.07% | |
| IAC | D | -0.07% | |
| AGR | B | -0.06% | |
| SMMT | D | -0.06% | |
| BOKF | B | -0.06% | |
| COTY | F | -0.06% | |
| ADTN | A | -0.06% | |
| COLM | B | -0.06% | |
| APLS | D | -0.06% | |
| CACC | D | -0.06% | |
| TNET | D | -0.06% | |
| AMKR | D | -0.06% | |
| INFA | D | -0.05% | |
| PPC | C | -0.05% | |
| SHC | F | -0.05% | |
| RCM | F | -0.05% | |
| LCID | F | -0.05% | |
| CNXC | F | -0.04% | |
| DJT | C | -0.04% | |
| CLVT | F | -0.04% | |
| UI | A | -0.03% | |
| REYN | D | -0.03% | |
| FG | B | -0.02% | |
| CNA | B | -0.02% |
EIPX: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Oil & Gas Midstream
Oil & Gas E&P
Oil & Gas Equipment & Services
Oil & Gas Refining & Marketing
Utilities - Diversified
Oil & Gas Integrated
Shipping & Ports
Utilities - Regulated Gas
Coal
Engineering & Construction
Oil & Gas Drilling
Utilities - Independent Power Producers
Marine Shipping
Utilities - Regulated Water
Keywords:
Natural Gas
S&P 500
Electricity
Petroleum Industry
Crude Oil
Natural Gas Liquids
Petroleum Products
Natural Gas Storage
Propane
Fuel
Petroleum Production
Gas Pipeline
Gas Transmission
Midstream
Petroleum
Refined Products
Electric Utility
Liquefied Natural Gas
Natural Gas Distribution
Natural Gas Pipeline
SCHM: Top Represented Industries & Keywords
Industries:
Biotechnology
Banks - Regional - US
Software - Application
Diversified Industrials
Business Services
Oil & Gas E&P
Asset Management
Software - Infrastructure
Packaged Foods
Building Materials
Packaging & Containers
Specialty Retail
Diagnostics & Research
Engineering & Construction
Insurance - Property & Casualty
Capital Markets
Information Technology Services
Medical Care
REIT - Industrial
Utilities - Regulated Electric
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