FMCX vs. UPGR ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
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
$31.80
Average Daily Volume
75
52
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
UPGR Description
The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.Grade (RS Rating)
Last Trade
$18.52
Average Daily Volume
198
42
Performance
| Period | FMCX | UPGR |
|---|---|---|
| 30 Days | 0.15% | -1.13% |
| 60 Days | 2.99% | -3.03% |
| 90 Days | 6.20% | -2.99% |
| 12 Months | 25.02% | -0.25% |
1 Overlapping Holdings
| Symbol | Grade | Weight in FMCX | Weight in UPGR | Overlap | |
|---|---|---|---|---|---|
| GGG | B | 3.98% | 2.38% | 2.38% |
FMCX Overweight 51 Positions Relative to UPGR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 6.93% | |
| UNH | B | 6.84% | |
| KKR | A | 6.14% | |
| IAC | F | 5.35% | |
| AMZN | C | 5.01% | |
| GDDY | A | 4.98% | |
| MSFT | D | 4.79% | |
| LBRDK | C | 4.24% | |
| LSXMK | D | 4.22% | |
| PYPL | B | 3.9% | |
| MTCH | D | 3.18% | |
| LSXMA | D | 1.79% | |
| GOOGL | C | 1.77% | |
| LBRDA | C | 1.74% | |
| PG | C | 1.3% | |
| PM | B | 1.21% | |
| YUM | D | 1.18% | |
| CMCSA | B | 1.13% | |
| MCD | D | 1.12% | |
| AMGN | F | 1.11% | |
| KEYS | A | 1.06% | |
| VUSB | A | 0.92% | |
| ICSH | A | 0.92% | |
| GILD | C | 0.87% | |
| CL | D | 0.85% | |
| MO | A | 0.84% | |
| ENTG | D | 0.82% | |
| ARWR | D | 0.72% | |
| NKE | F | 0.68% | |
| HON | C | 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 | B | 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 | D | 0.13% | |
| BATRK | D | 0.11% | |
| PNR | A | 0.1% | |
| FWONA | A | 0.05% | |
| VMEO | B | 0.03% | |
| BATRA | F | 0.02% |
FMCX Underweight 41 Positions Relative to UPGR
| Symbol | Grade | Weight | |
|---|---|---|---|
| PCT | C | -3.22% | |
| TSLA | B | -3.19% | |
| BE | B | -2.99% | |
| RYI | C | -2.77% | |
| RS | B | -2.59% | |
| PH | A | -2.58% | |
| ITRI | C | -2.58% | |
| IEX | C | -2.55% | |
| CWST | A | -2.53% | |
| MEG | F | -2.5% | |
| WM | B | -2.47% | |
| IR | B | -2.43% | |
| AZZ | A | -2.42% | |
| ORA | B | -2.42% | |
| AMPS | C | -2.4% | |
| RSG | A | -2.4% | |
| CLH | C | -2.37% | |
| RIVN | F | -2.37% | |
| LII | A | -2.33% | |
| ECL | D | -2.26% | |
| ENS | F | -2.25% | |
| ARRY | F | -2.23% | |
| FLNC | D | -2.21% | |
| PLUG | F | -2.17% | |
| SHLS | F | -2.15% | |
| VLTO | C | -2.14% | |
| BLNK | F | -2.13% | |
| CARR | C | -2.13% | |
| XYL | D | -2.11% | |
| QS | F | -2.06% | |
| GPRE | F | -1.99% | |
| AOS | F | -1.92% | |
| CHPT | F | -1.92% | |
| FSLR | F | -1.88% | |
| EOSE | D | -1.86% | |
| NVRI | D | -1.6% | |
| NEP | F | -1.48% | |
| LCID | F | -1.47% | |
| RUN | F | -1.36% | |
| NOVA | F | -1.14% | |
| RNEW | B | -0.28% |
FMCX: Top Represented Industries & Keywords
UPGR: Top Represented Industries & Keywords
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