FORH vs. KBWD ETF Comparison
Comparison of Formidable ETF (FORH) to PowerShares KBW High Dividend Yield Financial Portfolio ETF (KBWD)
FORH
Formidable ETF
FORH Description
ETF Opportunities Trust - Formidable ETF is an exchange traded fund launched by ETF Opportunities Trust. The fund is co-managed by Formidable Asset Management, LLC and Toroso Asset Management. It invests in the public equity markets across the globe. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies operating across diversified market capitalization. The fund employs fundamental and quantitative analysis with bottom-up and top-down stock picking approach to create its portfolio. It employs internal and external research to create its portfolio. ETF Opportunities Trust - Formidable ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$23.59
Average Daily Volume
2,507
27
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio ETF
KBWD Description
The PowerShares KBW High Dividend Yield Financial Portfolio (Fund) is based on the KBW Financial Sector Dividend Yield Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 publicly listed financial companies that are principally engaged in the business of providing financial services and products, including banking, insurance and diversified financial services, in the United States. The Index may also include securities of BDCs and equity and mortgage REITs. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$15.06
Average Daily Volume
143,409
30
Performance
| Period | FORH | KBWD |
|---|---|---|
| 30 Days | 5.14% | 0.03% |
| 60 Days | 8.49% | 4.47% |
| 90 Days | 7.18% | 3.39% |
| 12 Months | 13.80% | 17.53% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FORH | Weight in KBWD | Overlap |
|---|
FORH Overweight 27 Positions Relative to KBWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| ACTG | F | 8.17% | |
| FLUX | D | 5.99% | |
| MO | D | 5.6% | |
| ET | A | 4.25% | |
| BTI | D | 4.24% | |
| JD | A | 3.78% | |
| BABA | A | 3.38% | |
| ARLP | A | 3.26% | |
| RPRX | D | 3.2% | |
| AMT | D | 2.95% | |
| NEM | C | 2.66% | |
| SUI | D | 2.64% | |
| PYPL | A | 2.33% | |
| CPRI | C | 2.1% | |
| NEP | D | 2.02% | |
| HES | D | 1.82% | |
| VALE | D | 1.65% | |
| WMB | A | 1.65% | |
| JNPR | C | 1.6% | |
| UEC | C | 1.57% | |
| VKTX | C | 1.34% | |
| CTMX | F | 1.26% | |
| ATO | A | 1.14% | |
| VRT | B | 1.08% | |
| NVDA | B | 0.91% | |
| BCAB | C | 0.7% | |
| SMCI | F | 0.49% |
FORH Underweight 30 Positions Relative to KBWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| ACRE | D | -3.9% | |
| TRIN | C | -3.83% | |
| AGNC | B | -3.82% | |
| PSEC | C | -3.69% | |
| RC | F | -3.63% | |
| FSK | A | -3.56% | |
| TCPC | F | -3.47% | |
| GSBD | D | -3.43% | |
| DX | D | -3.27% | |
| PNNT | B | -3.21% | |
| ARI | F | -3.12% | |
| EFC | D | -3.11% | |
| FDUS | C | -3.03% | |
| BBDC | A | -2.69% | |
| TRTX | D | -2.66% | |
| CSWC | B | -2.41% | |
| KREF | C | -2.33% | |
| EGBN | C | -2.23% | |
| OMF | D | -2.1% | |
| WU | D | -2.05% | |
| TPVG | F | -1.97% | |
| APAM | B | -1.89% | |
| WASH | C | -1.75% | |
| FIBK | C | -1.57% | |
| LNC | B | -1.46% | |
| NWBI | D | -1.46% | |
| KEY | B | -1.24% | |
| PRU | B | -1.13% | |
| JHG | A | -1.12% | |
| JXN | A | -0.83% |
FORH: Top Represented Industries & Keywords
KBWD: Top Represented Industries & Keywords
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