FMCX vs. CGUS ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to Capital Group Core Equity ETF (CGUS)
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$32.39
Average Daily Volume
75
Number of Holdings
*
52
* may have additional holdings in another (foreign) market
CGUS
Capital Group Core Equity ETF
CGUS Description
Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$35.05
Average Daily Volume
564,593
Number of Holdings
*
81
* may have additional holdings in another (foreign) market
Performance
| Period | FMCX | CGUS |
|---|---|---|
| 30 Days | 3.30% | 1.71% |
| 60 Days | 4.89% | 2.77% |
| 90 Days | 8.18% | 4.79% |
| 12 Months | 26.68% | 30.95% |
15 Overlapping Holdings
| Symbol | Grade | Weight in FMCX | Weight in CGUS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.93% | 4.97% | 4.97% | |
| AMZN | C | 5.01% | 3.86% | 3.86% | |
| CMCSA | B | 1.13% | 0.48% | 0.48% | |
| DHR | F | 0.55% | 0.84% | 0.55% | |
| GD | F | 0.13% | 0.73% | 0.13% | |
| GOOG | C | 0.5% | 1.81% | 0.5% | |
| GOOGL | C | 1.77% | 2.79% | 1.77% | |
| HON | B | 0.6% | 0.64% | 0.6% | |
| JPM | A | 0.3% | 1.6% | 0.3% | |
| MSFT | F | 4.79% | 6.35% | 4.79% | |
| NKE | D | 0.68% | 0.31% | 0.31% | |
| PM | B | 1.21% | 0.74% | 0.74% | |
| SPGI | C | 0.37% | 0.84% | 0.37% | |
| UNH | C | 6.84% | 3.2% | 3.2% | |
| V | A | 0.21% | 0.63% | 0.21% |
FMCX Overweight 37 Positions Relative to CGUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| KKR | A | 6.14% | |
| IAC | D | 5.35% | |
| GDDY | A | 4.98% | |
| LBRDK | C | 4.24% | |
| LSXMK | D | 4.22% | |
| GGG | B | 3.98% | |
| PYPL | B | 3.9% | |
| MTCH | D | 3.18% | |
| LSXMA | D | 1.79% | |
| LBRDA | C | 1.74% | |
| PG | A | 1.3% | |
| YUM | B | 1.18% | |
| MCD | D | 1.12% | |
| AMGN | D | 1.11% | |
| KEYS | A | 1.06% | |
| VUSB | A | 0.92% | |
| ICSH | A | 0.92% | |
| GILD | C | 0.87% | |
| CL | D | 0.85% | |
| MO | A | 0.84% | |
| ENTG | D | 0.82% | |
| ARWR | F | 0.72% | |
| BAX | D | 0.47% | |
| YUMC | C | 0.42% | |
| MUSA | A | 0.4% | |
| MTX | B | 0.33% | |
| KEX | C | 0.33% | |
| EQR | B | 0.3% | |
| MUR | D | 0.25% | |
| FWONK | B | 0.21% | |
| BKNG | A | 0.19% | |
| FLWS | F | 0.15% | |
| BATRK | C | 0.11% | |
| PNR | A | 0.1% | |
| FWONA | B | 0.05% | |
| VMEO | B | 0.03% | |
| BATRA | F | 0.02% |
FMCX Underweight 66 Positions Relative to CGUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | -5.37% | |
| AVGO | D | -3.59% | |
| NVDA | C | -2.47% | |
| RTX | C | -2.06% | |
| ACN | C | -1.85% | |
| ABBV | D | -1.78% | |
| MA | C | -1.67% | |
| LLY | F | -1.59% | |
| FIS | C | -1.52% | |
| ADP | B | -1.49% | |
| GEHC | F | -1.43% | |
| TXN | C | -1.39% | |
| APD | A | -1.34% | |
| GE | D | -1.29% | |
| WH | B | -1.17% | |
| CARR | D | -1.15% | |
| BKR | B | -1.11% | |
| BLK | C | -1.1% | |
| ABT | B | -1.03% | |
| VRTX | F | -1.01% | |
| BA | F | -0.99% | |
| PCG | A | -0.97% | |
| CRM | B | -0.97% | |
| TMO | F | -0.96% | |
| VICI | C | -0.91% | |
| RCL | A | -0.87% | |
| PNC | B | -0.86% | |
| COF | B | -0.84% | |
| EQIX | A | -0.82% | |
| RVTY | F | -0.79% | |
| TSLA | B | -0.75% | |
| URI | B | -0.75% | |
| NFLX | A | -0.73% | |
| IR | B | -0.71% | |
| HD | A | -0.68% | |
| XOM | B | -0.61% | |
| WWD | B | -0.6% | |
| ORCL | B | -0.58% | |
| EIX | B | -0.56% | |
| MMC | B | -0.55% | |
| BRK.A | B | -0.53% | |
| CNP | B | -0.52% | |
| CE | F | -0.52% | |
| LIN | D | -0.51% | |
| FCX | D | -0.5% | |
| CVX | A | -0.49% | |
| XPO | B | -0.47% | |
| GIS | D | -0.46% | |
| EMN | D | -0.46% | |
| CB | C | -0.45% | |
| MS | A | -0.44% | |
| TDG | D | -0.42% | |
| STZ | D | -0.41% | |
| TSM | B | -0.4% | |
| WFC | A | -0.4% | |
| SRE | A | -0.39% | |
| MDLZ | F | -0.38% | |
| TPR | B | -0.37% | |
| CHDN | B | -0.37% | |
| NOW | A | -0.35% | |
| WELL | A | -0.35% | |
| STT | A | -0.34% | |
| AJG | B | -0.33% | |
| UNP | C | -0.31% | |
| STX | D | -0.28% | |
| PANW | C | -0.24% |
FMCX: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Diversified Industrials
Pay TV
Restaurants
Specialty Retail
Broadcasting - Radio
Broadcasting - TV
Credit Services
Drug Manufacturers - Major
Household & Personal Products
Media - Diversified
Tobacco
Aerospace & Defense
Asset Management
Banks - Global
Biotechnology
Capital Markets
Chemicals
Consumer Electronics
Diagnostics & Research
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Liberty Media
Atlanta Braves
Computing
Formula One
Hyperscale
Major League Baseball
Work From Home
Advertising Services
Baseball
Broadband
Chemical
Connected Vehicle Applications
Consumer Products
Disease
Electronics Manufacturers
Infotainment
Infotainment Services
CGUS: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Semiconductors
Chemicals
Credit Services
Diagnostics & Research
Internet Content & Information
Software - Application
Asset Management
Banks - Global
Business Services
Capital Markets
Diversified Industrials
Drug Manufacturers - Major
Insurance Brokers
Oil & Gas Integrated
REIT - Diversified
Software - Infrastructure
Utilities - Regulated Electric
Auto Manufacturers
Banks - Regional - US
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