EKG vs. AIVL ETF Comparison

Comparison of First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) to WisdomTree U.S. AI Enhanced Value Fund (AIVL)
EKG

First Trust Nasdaq Lux Digital Health Solutions ETF

EKG Description

First Trust Nasdaq Lux Digital Health Solutions ETF is an exchange traded fund launched and managed by First Trust Advisors LP. It invests in public equity markets of global region. It invests in stocks of companies operating across health care, health care equipment and services, health care technology sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Nasdaq Lux Health Tech Index, by using full replication technique. First Trust Nasdaq Lux Digital Health Solutions ETF was formed on March 22, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$17.13

Average Daily Volume

239

Number of Holdings *

37

* may have additional holdings in another (foreign) market
AIVL

WisdomTree U.S. AI Enhanced Value Fund

AIVL Description WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$111.73

Average Daily Volume

1,990

Number of Holdings *

100

* may have additional holdings in another (foreign) market
Performance
Period EKG AIVL
30 Days 1.78% 0.31%
60 Days -0.35% 2.03%
90 Days 4.83% 4.53%
12 Months 23.95% 26.09%
2 Overlapping Holdings
Symbol Grade Weight in EKG Weight in AIVL Overlap
HOLX D 3.76% 1.41% 1.41%
QGEN D 3.63% 0.69% 0.69%
EKG Overweight 35 Positions Relative to AIVL
Symbol Grade Weight
ISRG A 8.6%
DXCM C 8.48%
VEEV C 8.35%
RMD C 7.44%
IQV F 6.35%
PODD B 5.07%
NTRA A 5.03%
GMED A 4.28%
ILMN C 4.26%
ALGN D 3.68%
EXAS D 3.25%
DOCS C 3.04%
MASI B 2.96%
INSP F 2.38%
HIMS C 1.96%
PRCT B 1.79%
GH B 1.75%
OSCR D 1.33%
TMDX F 1.21%
VCYT B 1.2%
PRVA C 0.97%
IRTC C 0.91%
NEO C 0.83%
TNDM D 0.76%
TWST F 0.76%
TDOC C 0.72%
MYGN F 0.61%
TXG F 0.6%
SDGR C 0.51%
ATEC C 0.49%
ESTA D 0.48%
LFST C 0.46%
PGNY F 0.45%
ADPT C 0.36%
CTKB C 0.34%
EKG Underweight 98 Positions Relative to AIVL
Symbol Grade Weight
WFC A -4.35%
XOM A -3.99%
MDT D -3.33%
CMCSA B -3.3%
MO A -3.25%
NI A -3.04%
OTIS D -3.0%
ABT B -2.89%
NDAQ A -2.77%
FTV C -2.76%
A F -2.71%
HWM A -2.68%
ICE D -2.65%
CME A -2.61%
RTX D -2.58%
ROP C -2.55%
WY D -2.15%
TDY B -2.05%
INTC C -2.0%
TXT D -1.95%
HON B -1.8%
CNP A -1.7%
HPE B -1.68%
KDP D -1.58%
PPG F -1.56%
FDS B -1.38%
KO D -1.37%
CNC F -1.34%
PCG A -1.22%
AMCR C -1.13%
CVX A -1.12%
JCI B -0.99%
SBAC D -0.92%
OXY D -0.9%
LKQ F -0.78%
LHX B -0.72%
NSA C -0.69%
PM A -0.66%
KEYS A -0.63%
WRB A -0.62%
RBLX B -0.57%
M F -0.56%
ZBH C -0.54%
XP F -0.52%
ESI B -0.51%
RGA B -0.5%
HUN F -0.48%
KHC F -0.47%
AMKR F -0.43%
CNH C -0.42%
DOW F -0.42%
AM A -0.42%
HXL F -0.39%
LNC B -0.38%
GPC F -0.36%
DCI B -0.36%
BAX F -0.36%
WEN D -0.35%
BRK.A B -0.32%
GEHC C -0.3%
GNTX F -0.29%
GTES A -0.28%
CW B -0.28%
MDU D -0.28%
BEN C -0.27%
HEI A -0.27%
PINC B -0.27%
CSX C -0.26%
HII F -0.26%
DXC C -0.26%
AME A -0.26%
IEX B -0.26%
ORI A -0.26%
RYAN B -0.26%
UPS C -0.25%
MNST C -0.25%
UGI C -0.25%
SBUX B -0.25%
HST D -0.25%
INCY C -0.25%
REYN D -0.25%
USB A -0.25%
BWXT B -0.25%
BWA D -0.25%
BDX F -0.24%
BSY D -0.24%
COTY F -0.24%
TRIP F -0.24%
DLB B -0.24%
EXC C -0.24%
JKHY D -0.24%
TECH F -0.24%
FR D -0.24%
KMB C -0.24%
ASH F -0.23%
CAG D -0.23%
ED C -0.23%
SWKS F -0.23%
Compare ETFs