FINX vs. JFWD ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to Jacob Funds Inc. Jacob Forward ETF (JFWD)
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

$32.98

Average Daily Volume

65,772

Number of Holdings *

42

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

Jacob Funds Inc. Jacob Forward ETF

JFWD Description The Jacob Forward ETF is an exchange-traded fund incorporated in the US. This fund seeks long-term growth of capital. The Fund seeks to achieve its investment objective by investing in common stocks and other equity securities of companies of all sizes. The Fund may have significant exposure to the information technology sector.

Grade (RS Rating)

Last Trade

$11.73

Average Daily Volume

461

Number of Holdings *

34

* may have additional holdings in another (foreign) market
Performance
Period FINX JFWD
30 Days 10.89% 5.92%
60 Days 17.91% 7.78%
90 Days 22.24% 9.95%
12 Months 55.07% 40.33%
3 Overlapping Holdings
Symbol Grade Weight in FINX Weight in JFWD Overlap
COIN A 5.2% 2.01% 2.01%
SOFI A 3.09% 2.22% 2.22%
SQ A 5.31% 4.64% 4.64%
FINX Overweight 39 Positions Relative to JFWD
Symbol Grade Weight
PYPL B 7.2%
FI A 7.15%
FIS C 6.47%
INTU B 5.35%
SSNC C 4.33%
TOST A 4.08%
XRX F 3.95%
GWRE A 3.77%
GPN C 3.4%
AFRM A 3.26%
JKHY D 2.96%
BILL B 2.14%
HQY A 1.94%
ACIW B 1.41%
UPST B 1.37%
FOUR A 1.33%
NCNO B 1.09%
MARA C 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 A 0.52%
MLNK C 0.41%
DLO C 0.39%
LC B 0.39%
PAGS F 0.38%
CIFR C 0.38%
SPNS F 0.37%
BLND A 0.24%
LPRO C 0.18%
PAY A 0.16%
CTLP B 0.15%
IIIV B 0.14%
TREE F 0.14%
MITK D 0.1%
FINX Underweight 31 Positions Relative to JFWD
Symbol Grade Weight
HROW D -7.97%
PRCH B -5.13%
Z A -5.02%
AIOT A -4.98%
CDNA D -4.82%
ATEC C -4.72%
ESPR B -4.67%
DKNG B -4.61%
DOCS C -4.54%
INSE B -4.5%
MDB C -3.92%
NET B -3.34%
BRZE C -3.25%
TELA C -3.1%
HRTX F -2.78%
CFLT B -2.65%
CDXS B -2.59%
OPRX F -2.53%
KRYS C -2.46%
PHR F -2.08%
IMMR F -1.14%
FLUT A -1.05%
IDYA F -0.97%
BEAM C -0.96%
ATHM D -0.84%
CELC F -0.77%
HUYA F -0.74%
ARCT F -0.67%
CRSP D -0.64%
PI D -0.59%
APPS F -0.18%
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