FINX vs. CWS ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to AdvisorShares Focused Equity ETF (CWS)
FINX

Global X FinTech Thematic ETF

FINX Description

The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$33.26

Average Daily Volume

67,274

Number of Holdings *

42

* may have additional holdings in another (foreign) market
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

$70.26

Average Daily Volume

13,971

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period FINX CWS
30 Days 12.82% 1.64%
60 Days 18.91% 2.92%
90 Days 22.87% 4.61%
12 Months 56.16% 28.16%
2 Overlapping Holdings
Symbol Grade Weight in FINX Weight in CWS Overlap
FI A 7.15% 5.35% 5.35%
INTU B 5.35% 3.78% 3.78%
FINX Overweight 40 Positions Relative to CWS
Symbol Grade Weight
PYPL B 7.2%
FIS C 6.47%
SQ A 5.31%
COIN C 5.2%
SSNC B 4.33%
TOST B 4.08%
XRX F 3.95%
GWRE A 3.77%
GPN B 3.4%
AFRM A 3.26%
SOFI B 3.09%
JKHY D 2.96%
BILL A 2.14%
HQY A 1.94%
ACIW B 1.41%
UPST B 1.37%
FOUR A 1.33%
NCNO C 1.09%
MARA B 1.08%
PAYO A 0.88%
ENV B 0.81%
VIRT A 0.74%
VERX A 0.69%
STNE F 0.65%
FLYW B 0.61%
RIOT C 0.57%
LMND B 0.52%
MLNK C 0.41%
DLO C 0.39%
LC A 0.39%
PAGS F 0.38%
CIFR C 0.38%
SPNS F 0.37%
BLND A 0.24%
LPRO B 0.18%
PAY A 0.16%
CTLP B 0.15%
IIIV C 0.14%
TREE F 0.14%
MITK C 0.1%
FINX Underweight 23 Positions Relative to CWS
Symbol Grade Weight
FICO B -6.68%
MLR C -5.32%
HEI A -5.2%
APH A -4.89%
AFL B -4.57%
SYK B -4.3%
MCO B -4.15%
ICE C -4.12%
COR B -4.02%
SLGN A -3.96%
ROL B -3.86%
BR A -3.77%
OTIS C -3.73%
AGM B -3.63%
FDS B -3.54%
ABT B -3.54%
AWK C -3.39%
SAIC F -3.38%
MGRC B -3.38%
TMO F -3.36%
HSY F -3.28%
PII F -2.38%
CE F -1.6%
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