FMCX vs. IWFH ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to iShares Virtual Work and Life Multisector ETF (IWFH)
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
$31.05
Average Daily Volume
115
52
IWFH
iShares Virtual Work and Life Multisector ETF
IWFH Description
The iShares Virtual Work and Life Multisector ETF seeks to track the investment results of an index composed of U.S. and non-U.S. companies that provide products, services and technologies that empower individuals to work remotely, and support increasingly virtual way of life across entertainment, wellness and learning.Grade (RS Rating)
Last Trade
$14.38
Average Daily Volume
1,167
8
Performance
Period | FMCX | IWFH |
---|---|---|
30 Days | 3.33% | -5.90% |
60 Days | 9.39% | -4.03% |
90 Days | 7.69% | -7.55% |
12 Months | 29.97% | -2.93% |
1 Overlapping Holdings
Symbol | Grade | Weight in FMCX | Weight in IWFH | Overlap | |
---|---|---|---|---|---|
MTCH | B | 3.18% | 2.33% | 2.33% |
FMCX Overweight 51 Positions Relative to IWFH
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | 6.93% | |
UNH | B | 6.84% | |
KKR | A | 6.14% | |
IAC | C | 5.35% | |
AMZN | C | 5.01% | |
GDDY | D | 4.98% | |
MSFT | D | 4.79% | |
LBRDK | B | 4.24% | |
LSXMK | D | 4.22% | |
GGG | B | 3.98% | |
PYPL | C | 3.9% | |
LSXMA | D | 1.79% | |
GOOGL | B | 1.77% | |
LBRDA | B | 1.74% | |
PG | C | 1.3% | |
PM | C | 1.21% | |
YUM | A | 1.18% | |
CMCSA | B | 1.13% | |
MCD | A | 1.12% | |
AMGN | D | 1.11% | |
KEYS | B | 1.06% | |
VUSB | A | 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 | C | 0.55% | |
GOOG | B | 0.5% | |
BAX | D | 0.47% | |
YUMC | B | 0.42% | |
MUSA | D | 0.4% | |
SPGI | C | 0.37% | |
MTX | B | 0.33% | |
KEX | C | 0.33% | |
EQR | C | 0.3% | |
JPM | D | 0.3% | |
MUR | F | 0.25% | |
V | C | 0.21% | |
FWONK | D | 0.21% | |
BKNG | C | 0.19% | |
FLWS | F | 0.15% | |
GD | A | 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
IWFH: Top Represented Industries & Keywords