FMCX vs. EMXF ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to iShares ESG Advanced MSCI EM ETF (EMXF)
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
EMXF
iShares ESG Advanced MSCI EM ETF
EMXF Description
The iShares ESG Advanced MSCI EM ETF (the “Fund”) seeks to track the investment results of an index composed of large- and mid-capitalization emerging market companies that have a favorable environmental, social and governance rating while applying extensive screens for company involvement in controversial activities. -- As part of its investment objective this fund seeks to track an index that applies the following business involvement screens: adult entertainment, alcohol, civilian firearms, conventional weapons, controversial weapons, for profit prisons, fossil fuels, gambling, genetically modified organisms (GMOs), nuclear power, nuclear weapons, palm oil, predatory lending and tobacco. The business involvement screens are based on revenue or percentage of revenue thresholds for certain categories and categorical exclusions for others.Grade (RS Rating)
Last Trade
$41.26
Average Daily Volume
4,650
4
Performance
| Period | FMCX | EMXF |
|---|---|---|
| 30 Days | 5.11% | 10.06% |
| 60 Days | 12.69% | 16.97% |
| 90 Days | 7.78% | 10.31% |
| 12 Months | 31.38% | 22.47% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FMCX | Weight in EMXF | Overlap |
|---|
FMCX Overweight 52 Positions Relative to EMXF
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 6.93% | |
| UNH | B | 6.84% | |
| KKR | A | 6.14% | |
| IAC | C | 5.35% | |
| AMZN | C | 5.01% | |
| GDDY | B | 4.98% | |
| MSFT | D | 4.79% | |
| LBRDK | C | 4.24% | |
| LSXMK | D | 4.22% | |
| GGG | C | 3.98% | |
| PYPL | A | 3.9% | |
| MTCH | B | 3.18% | |
| LSXMA | D | 1.79% | |
| GOOGL | B | 1.77% | |
| LBRDA | C | 1.74% | |
| PG | D | 1.3% | |
| 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% | |
| GOOG | B | 0.5% | |
| 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% | |
| JPM | 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
EMXF: Top Represented Industries & Keywords
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