FMCX vs. DFVX ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to Dimensional US Large Cap Vector ETF (DFVX)
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
$31.19
Average Daily Volume
118
52
DFVX
Dimensional US Large Cap Vector ETF
DFVX Description
The advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The portfolio is designed to purchase a broad and diverse group of readily marketable securities of U.S. large cap companies that the advisor determines to have higher profitability and lower relative price as compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, the portfolio will invest at least 80% of its net assets in equity securities of large cap U.S. companies.Grade (RS Rating)
Last Trade
$65.76
Average Daily Volume
34,959
10
Performance
| Period | FMCX | DFVX |
|---|---|---|
| 30 Days | 5.11% | 3.83% |
| 60 Days | 12.69% | 10.02% |
| 90 Days | 7.78% | 5.03% |
| 12 Months | 31.38% |
FMCX Overweight 45 Positions Relative to DFVX
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 6.93% | |
| KKR | A | 6.14% | |
| IAC | C | 5.35% | |
| GDDY | B | 4.98% | |
| LBRDK | C | 4.24% | |
| LSXMK | D | 4.22% | |
| GGG | C | 3.98% | |
| PYPL | A | 3.9% | |
| MTCH | B | 3.18% | |
| LSXMA | D | 1.79% | |
| LBRDA | C | 1.74% | |
| PM | D | 1.21% | |
| YUM | C | 1.18% | |
| CMCSA | B | 1.13% | |
| MCD | A | 1.12% | |
| AMGN | D | 1.11% | |
| KEYS | B | 1.06% | |
| VUSB | B | 0.92% | |
| ICSH | A | 0.92% | |
| GILD | A | 0.87% | |
| CL | D | 0.85% | |
| MO | D | 0.84% | |
| ENTG | D | 0.82% | |
| ARWR | F | 0.72% | |
| NKE | D | 0.68% | |
| HON | C | 0.6% | |
| DHR | D | 0.55% | |
| BAX | D | 0.47% | |
| YUMC | B | 0.42% | |
| MUSA | D | 0.4% | |
| SPGI | C | 0.37% | |
| MTX | C | 0.33% | |
| KEX | C | 0.33% | |
| EQR | C | 0.3% | |
| MUR | F | 0.25% | |
| V | B | 0.21% | |
| FWONK | D | 0.21% | |
| BKNG | B | 0.19% | |
| FLWS | F | 0.15% | |
| GD | C | 0.13% | |
| BATRK | F | 0.11% | |
| PNR | C | 0.1% | |
| FWONA | C | 0.05% | |
| VMEO | C | 0.03% | |
| BATRA | F | 0.02% |
FMCX: Top Represented Industries & Keywords
DFVX: Top Represented Industries & Keywords
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