FMCX vs. IBHH ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to iShares iBonds 2028 Term High Yield and Income ETF (IBHH)
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
$29.04
Average Daily Volume
326
52
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
IBHH Description
The investment seeks to track the investment results of the Bloomberg 2028 Term High Yield and Income Index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2028. The index is composed of U.S. dollar denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2028 and December 15, 2028, inclusive. The fund will invest in non-U.S. issuers to the extent necessary for it to track the index. It is non-diversified.Grade (RS Rating)
Last Trade
$23.25
Average Daily Volume
26,466
7
Performance
| Period | FMCX | IBHH |
|---|---|---|
| 30 Days | 2.03% | 1.44% |
| 60 Days | 2.31% | 2.13% |
| 90 Days | 3.61% | 3.15% |
| 12 Months | 15.74% | 10.44% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FMCX | Weight in IBHH | Overlap |
|---|
FMCX Overweight 52 Positions Relative to IBHH
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | B | 6.93% | |
| UNH | D | 6.84% | |
| KKR | B | 6.14% | |
| IAC | F | 5.35% | |
| AMZN | C | 5.01% | |
| GDDY | C | 4.98% | |
| MSFT | C | 4.79% | |
| LBRDK | D | 4.24% | |
| LSXMK | D | 4.22% | |
| GGG | D | 3.98% | |
| PYPL | D | 3.9% | |
| MTCH | D | 3.18% | |
| LSXMA | D | 1.79% | |
| GOOGL | C | 1.77% | |
| LBRDA | D | 1.74% | |
| PG | D | 1.3% | |
| PM | A | 1.21% | |
| YUM | F | 1.18% | |
| CMCSA | F | 1.13% | |
| MCD | D | 1.12% | |
| AMGN | B | 1.11% | |
| KEYS | D | 1.06% | |
| VUSB | A | 0.92% | |
| ICSH | A | 0.92% | |
| GILD | C | 0.87% | |
| CL | B | 0.85% | |
| MO | A | 0.84% | |
| ENTG | B | 0.82% | |
| ARWR | C | 0.72% | |
| NKE | F | 0.68% | |
| HON | B | 0.6% | |
| DHR | D | 0.55% | |
| GOOG | C | 0.5% | |
| BAX | D | 0.47% | |
| YUMC | F | 0.42% | |
| MUSA | B | 0.4% | |
| SPGI | A | 0.37% | |
| MTX | C | 0.33% | |
| KEX | B | 0.33% | |
| EQR | C | 0.3% | |
| JPM | B | 0.3% | |
| MUR | D | 0.25% | |
| V | F | 0.21% | |
| FWONK | B | 0.21% | |
| BKNG | C | 0.19% | |
| FLWS | C | 0.15% | |
| GD | D | 0.13% | |
| BATRK | C | 0.11% | |
| PNR | D | 0.1% | |
| FWONA | C | 0.05% | |
| VMEO | F | 0.03% | |
| BATRA | C | 0.02% |
FMCX: Top Represented Industries & Keywords
IBHH: Top Represented Industries & Keywords
Compare ETFs
