FMCX vs. FDTB ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to Foundations Dynamic Income ETF (FDTB)
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
$32.02
Average Daily Volume
125
52
FDTB
Foundations Dynamic Income ETF
FDTB Description
The fund is an actively managed exchanged traded fund ("ETF") that, under normal market conditions, primarily invests, directly or indirectly, in fixed-income securities and other instruments with exposure to the U.S. bond market.Grade (RS Rating)
Last Trade
$9.42
Average Daily Volume
33,092
3
Performance
| Period | FMCX | FDTB |
|---|---|---|
| 30 Days | 1.40% | -0.05% |
| 60 Days | 5.93% | -3.86% |
| 90 Days | 8.43% | -1.26% |
| 12 Months | 27.76% | -4.48% |
1 Overlapping Holdings
| Symbol | Grade | Weight in FMCX | Weight in FDTB | Overlap | |
|---|---|---|---|---|---|
| ICSH | A | 0.92% | 10.1% | 0.92% |
FMCX Overweight 51 Positions Relative to FDTB
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 6.93% | |
| UNH | B | 6.84% | |
| KKR | B | 6.14% | |
| IAC | F | 5.35% | |
| AMZN | A | 5.01% | |
| GDDY | B | 4.98% | |
| MSFT | C | 4.79% | |
| LBRDK | C | 4.24% | |
| LSXMK | D | 4.22% | |
| GGG | B | 3.98% | |
| PYPL | A | 3.9% | |
| MTCH | F | 3.18% | |
| LSXMA | D | 1.79% | |
| GOOGL | C | 1.77% | |
| LBRDA | C | 1.74% | |
| PG | C | 1.3% | |
| PM | B | 1.21% | |
| YUM | B | 1.18% | |
| CMCSA | B | 1.13% | |
| MCD | C | 1.12% | |
| AMGN | F | 1.11% | |
| KEYS | C | 1.06% | |
| VUSB | A | 0.92% | |
| GILD | B | 0.87% | |
| CL | F | 0.85% | |
| MO | A | 0.84% | |
| ENTG | F | 0.82% | |
| ARWR | C | 0.72% | |
| NKE | F | 0.68% | |
| HON | B | 0.6% | |
| DHR | F | 0.55% | |
| GOOG | C | 0.5% | |
| BAX | F | 0.47% | |
| YUMC | C | 0.42% | |
| MUSA | B | 0.4% | |
| SPGI | C | 0.37% | |
| MTX | B | 0.33% | |
| KEX | A | 0.33% | |
| EQR | C | 0.3% | |
| JPM | A | 0.3% | |
| MUR | D | 0.25% | |
| V | A | 0.21% | |
| FWONK | A | 0.21% | |
| BKNG | A | 0.19% | |
| FLWS | D | 0.15% | |
| GD | C | 0.13% | |
| BATRK | B | 0.11% | |
| PNR | A | 0.1% | |
| FWONA | B | 0.05% | |
| VMEO | B | 0.03% | |
| BATRA | C | 0.02% |
FMCX: Top Represented Industries & Keywords
FDTB: Top Represented Industries & Keywords
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