FPX vs. IWP ETF Comparison
Comparison of First Trust IPOX-100 Index Fund (FPX) to iShares Russell Midcap Growth ETF (IWP)
FPX
First Trust IPOX-100 Index Fund
FPX Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the IPOX(R)-100 U.S. Index. The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is a modified, value-weighted price index measuring the performance of the top U.S. companies ranked quarterly by market capitalization in the IPOX(R) Global Composite Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$124.09
Average Daily Volume
14,632
Number of Holdings
*
84
* may have additional holdings in another (foreign) market
IWP
iShares Russell Midcap Growth ETF
IWP Description
The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$131.20
Average Daily Volume
927,497
Number of Holdings
*
286
* may have additional holdings in another (foreign) market
Performance
| Period | FPX | IWP |
|---|---|---|
| 30 Days | 9.19% | 8.29% |
| 60 Days | 17.82% | 15.50% |
| 90 Days | 25.33% | 19.58% |
| 12 Months | 50.60% | 44.20% |
20 Overlapping Holdings
| Symbol | Grade | Weight in FPX | Weight in IWP | Overlap | |
|---|---|---|---|---|---|
| APP | A | 5.64% | 2.43% | 2.43% | |
| AZEK | B | 0.66% | 0.15% | 0.15% | |
| BROS | B | 0.28% | 0.07% | 0.07% | |
| BSY | D | 0.28% | 0.22% | 0.22% | |
| COIN | B | 1.3% | 1.44% | 1.3% | |
| DKNG | B | 1.13% | 0.58% | 0.58% | |
| DOCS | B | 0.63% | 0.02% | 0.02% | |
| DUOL | B | 2.48% | 0.38% | 0.38% | |
| FOUR | B | 0.35% | 0.2% | 0.2% | |
| GEHC | D | 0.76% | 0.11% | 0.11% | |
| LNW | C | 0.35% | 0.3% | 0.3% | |
| NRG | B | 0.77% | 0.26% | 0.26% | |
| OWL | B | 0.97% | 0.37% | 0.37% | |
| PLTR | B | 6.34% | 3.76% | 3.76% | |
| RBLX | A | 1.97% | 0.86% | 0.86% | |
| RYAN | B | 0.9% | 0.23% | 0.23% | |
| TOST | A | 0.82% | 0.53% | 0.53% | |
| TPG | B | 1.61% | 0.04% | 0.04% | |
| VLTO | D | 1.01% | 0.38% | 0.38% | |
| VRT | B | 1.55% | 1.44% | 1.44% |
FPX Overweight 64 Positions Relative to IWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| IOT | B | 6.82% | |
| CARR | D | 6.71% | |
| REGN | F | 4.6% | |
| DASH | A | 4.1% | |
| GEV | B | 3.64% | |
| CEG | D | 3.63% | |
| KVUE | A | 3.08% | |
| CRWD | B | 2.35% | |
| ABNB | C | 1.65% | |
| DTM | A | 1.47% | |
| PCVX | D | 1.37% | |
| HOOD | B | 1.31% | |
| CR | B | 1.17% | |
| RKT | D | 1.04% | |
| JXN | B | 0.95% | |
| VERX | B | 0.94% | |
| HQY | A | 0.92% | |
| KNF | C | 0.89% | |
| CRBG | C | 0.88% | |
| RDDT | B | 0.87% | |
| FNF | C | 0.8% | |
| SNOW | C | 0.79% | |
| ESAB | B | 0.77% | |
| UTHR | B | 0.71% | |
| NSIT | F | 0.65% | |
| COHR | B | 0.65% | |
| THC | B | 0.61% | |
| COOP | B | 0.57% | |
| GKOS | A | 0.53% | |
| KNTK | B | 0.53% | |
| SOLV | C | 0.49% | |
| NUVL | D | 0.48% | |
| PSN | A | 0.46% | |
| CNX | B | 0.45% | |
| ACLX | B | 0.43% | |
| ACT | D | 0.41% | |
| PRCT | B | 0.4% | |
| SLVM | C | 0.38% | |
| OSCR | F | 0.38% | |
| RVMD | B | 0.35% | |
| ZETA | C | 0.32% | |
| SGBX | F | 0.31% | |
| CRDO | B | 0.31% | |
| STEP | B | 0.31% | |
| RBRK | B | 0.31% | |
| NPAB | F | 0.29% | |
| PECO | B | 0.28% | |
| ROIV | D | 0.27% | |
| KYMR | B | 0.25% | |
| ITRI | B | 0.22% | |
| KRYS | B | 0.22% | |
| TMDX | F | 0.22% | |
| RNA | B | 0.21% | |
| KROS | B | 0.2% | |
| LTH | D | 0.2% | |
| PHIN | B | 0.18% | |
| INTA | B | 0.17% | |
| OGN | F | 0.16% | |
| RXST | F | 0.15% | |
| VRRM | F | 0.15% | |
| GRND | B | 0.15% | |
| ACVA | C | 0.13% | |
| DYN | D | 0.11% | |
| FA | D | 0.1% |
FPX Underweight 266 Positions Relative to IWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| TTD | A | -1.77% | |
| AMP | A | -1.61% | |
| VST | B | -1.56% | |
| FICO | A | -1.5% | |
| GWW | B | -1.45% | |
| ODFL | B | -1.42% | |
| AXON | B | -1.39% | |
| TRGP | A | -1.35% | |
| IT | A | -1.32% | |
| COR | A | -1.32% | |
| VRSK | A | -1.3% | |
| FAST | B | -1.29% | |
| DDOG | C | -1.19% | |
| IDXX | D | -1.14% | |
| MPWR | F | -1.14% | |
| VEEV | B | -1.11% | |
| HUBS | A | -1.03% | |
| ALNY | D | -1.0% | |
| TSCO | D | -1.0% | |
| ARES | B | -1.0% | |
| HLT | A | -1.0% | |
| DXCM | C | -0.9% | |
| CPNG | C | -0.9% | |
| NET | C | -0.88% | |
| MSCI | B | -0.85% | |
| DECK | B | -0.85% | |
| TPL | A | -0.83% | |
| HES | C | -0.82% | |
| CPAY | A | -0.8% | |
| GDDY | A | -0.8% | |
| SYY | B | -0.77% | |
| BR | A | -0.77% | |
| LNG | B | -0.77% | |
| BAH | C | -0.75% | |
| LPLA | A | -0.74% | |
| EXPE | B | -0.73% | |
| TYL | B | -0.72% | |
| MDB | C | -0.66% | |
| CLX | B | -0.66% | |
| LII | B | -0.65% | |
| IRM | C | -0.64% | |
| LYV | A | -0.62% | |
| PODD | B | -0.6% | |
| RCL | A | -0.59% | |
| LVS | C | -0.57% | |
| ZS | B | -0.57% | |
| MANH | C | -0.56% | |
| CAH | B | -0.56% | |
| XPO | B | -0.56% | |
| SQ | A | -0.56% | |
| PINS | D | -0.56% | |
| PAYX | B | -0.55% | |
| HEI | C | -0.53% | |
| BURL | C | -0.53% | |
| DOCU | A | -0.52% | |
| FIX | B | -0.52% | |
| TER | D | -0.51% | |
| ENTG | D | -0.51% | |
| ULTA | C | -0.51% | |
| DT | C | -0.5% | |
| NTRA | B | -0.49% | |
| PWR | B | -0.47% | |
| SPG | B | -0.47% | |
| YUM | B | -0.47% | |
| WST | C | -0.46% | |
| ROL | B | -0.45% | |
| URI | B | -0.45% | |
| PSTG | D | -0.45% | |
| WAT | B | -0.44% | |
| PTC | B | -0.44% | |
| POOL | D | -0.44% | |
| CDW | F | -0.43% | |
| TXRH | B | -0.42% | |
| EQH | B | -0.41% | |
| NBIX | C | -0.4% | |
| MOH | F | -0.39% | |
| SMCI | F | -0.39% | |
| NCLH | A | -0.38% | |
| BRO | A | -0.38% | |
| HEI | C | -0.37% | |
| NTAP | C | -0.37% | |
| CAVA | B | -0.36% | |
| ROST | F | -0.35% | |
| SRPT | F | -0.35% | |
| DRI | B | -0.34% | |
| WING | D | -0.32% | |
| VMC | B | -0.32% | |
| RMD | B | -0.32% | |
| KNSL | C | -0.32% | |
| CHDN | C | -0.32% | |
| MUSA | B | -0.31% | |
| ALGN | D | -0.31% | |
| WSM | F | -0.31% | |
| PCTY | A | -0.3% | |
| MEDP | D | -0.3% | |
| CVNA | B | -0.3% | |
| MORN | A | -0.3% | |
| ITCI | B | -0.3% | |
| EME | B | -0.3% | |
| AAON | B | -0.3% | |
| TPX | C | -0.29% | |
| EXEL | B | -0.28% | |
| PEN | B | -0.28% | |
| HPQ | B | -0.28% | |
| ENPH | F | -0.28% | |
| SAIA | B | -0.27% | |
| ALL | A | -0.26% | |
| HAS | D | -0.25% | |
| EXP | B | -0.25% | |
| TREX | C | -0.25% | |
| PCOR | B | -0.24% | |
| SMAR | B | -0.24% | |
| DVA | C | -0.24% | |
| ESTC | C | -0.23% | |
| GTLB | C | -0.23% | |
| VKTX | D | -0.23% | |
| GWRE | A | -0.23% | |
| GLOB | B | -0.23% | |
| PAYC | B | -0.23% | |
| LSCC | C | -0.21% | |
| FDS | A | -0.21% | |
| ELF | C | -0.21% | |
| CFLT | B | -0.21% | |
| EFX | D | -0.21% | |
| AVY | F | -0.2% | |
| WFRD | D | -0.2% | |
| FWONK | C | -0.19% | |
| LAZ | B | -0.19% | |
| TW | B | -0.19% | |
| OKTA | C | -0.18% | |
| GNRC | B | -0.18% | |
| CNM | D | -0.18% | |
| VVV | B | -0.18% | |
| DPZ | C | -0.18% | |
| MTN | D | -0.18% | |
| IONS | F | -0.18% | |
| INSP | D | -0.18% | |
| APPF | B | -0.17% | |
| NTNX | B | -0.16% | |
| MKL | A | -0.16% | |
| LPX | A | -0.16% | |
| PATH | C | -0.16% | |
| CELH | F | -0.16% | |
| RARE | F | -0.15% | |
| OLED | F | -0.14% | |
| ZBRA | A | -0.14% | |
| AJG | B | -0.14% | |
| LYFT | B | -0.14% | |
| IQV | F | -0.14% | |
| PLNT | B | -0.14% | |
| JLL | C | -0.13% | |
| BRKR | F | -0.13% | |
| ETSY | C | -0.13% | |
| WMS | F | -0.12% | |
| MASI | B | -0.12% | |
| EXAS | F | -0.12% | |
| FIVE | F | -0.12% | |
| HCP | A | -0.12% | |
| LW | C | -0.12% | |
| FND | F | -0.12% | |
| RPM | B | -0.12% | |
| PEGA | A | -0.12% | |
| LECO | B | -0.11% | |
| CHH | B | -0.11% | |
| JEF | B | -0.11% | |
| HSY | D | -0.11% | |
| TWLO | B | -0.1% | |
| RNG | C | -0.1% | |
| APLS | F | -0.1% | |
| LBRDK | B | -0.09% | |
| MSTR | A | -0.09% | |
| TTEK | C | -0.09% | |
| FIVN | C | -0.09% | |
| U | D | -0.09% | |
| EXPD | F | -0.09% | |
| CSL | C | -0.09% | |
| FERG | B | -0.09% | |
| HWM | B | -0.09% | |
| LAMR | D | -0.09% | |
| ROK | B | -0.09% | |
| TDC | D | -0.09% | |
| UHAL | C | -0.09% | |
| CE | F | -0.08% | |
| SITE | C | -0.08% | |
| EG | D | -0.08% | |
| CASY | A | -0.08% | |
| NXST | C | -0.07% | |
| PR | B | -0.07% | |
| WSC | F | -0.07% | |
| MLM | B | -0.07% | |
| SOFI | B | -0.07% | |
| NCNO | B | -0.07% | |
| CACC | F | -0.07% | |
| ONTO | F | -0.07% | |
| AWI | A | -0.07% | |
| BWXT | A | -0.07% | |
| FRPT | B | -0.07% | |
| PFGC | B | -0.06% | |
| BILL | A | -0.06% | |
| BLDR | D | -0.06% | |
| DBX | B | -0.06% | |
| AM | B | -0.06% | |
| CLF | D | -0.06% | |
| ALLY | C | -0.05% | |
| CIVI | F | -0.05% | |
| EQT | A | -0.05% | |
| DV | C | -0.05% | |
| HRB | D | -0.05% | |
| VNOM | C | -0.05% | |
| LOPE | B | -0.05% | |
| WEN | C | -0.05% | |
| TXG | F | -0.04% | |
| CROX | F | -0.04% | |
| RGEN | D | -0.04% | |
| DJT | D | -0.04% | |
| TRU | D | -0.04% | |
| S | B | -0.04% | |
| JBL | B | -0.04% | |
| DAY | B | -0.04% | |
| TKO | D | -0.04% | |
| SN | D | -0.04% | |
| ROKU | C | -0.04% | |
| INCY | B | -0.03% | |
| EPAM | C | -0.03% | |
| KBR | B | -0.03% | |
| KMX | C | -0.03% | |
| CHE | D | -0.03% | |
| LOAR | B | -0.03% | |
| HLI | B | -0.03% | |
| BLD | F | -0.03% | |
| RH | B | -0.03% | |
| YETI | C | -0.03% | |
| H | C | -0.03% | |
| BFAM | F | -0.03% | |
| VRSN | C | -0.03% | |
| DKS | D | -0.03% | |
| SPR | F | -0.02% | |
| MTDR | C | -0.02% | |
| SAM | B | -0.02% | |
| UI | A | -0.02% | |
| CAR | C | -0.02% | |
| FWONA | B | -0.02% | |
| WYNN | F | -0.02% | |
| WH | A | -0.02% | |
| AAL | B | -0.02% | |
| BPOP | C | -0.02% | |
| SKX | F | -0.02% | |
| WEX | D | -0.02% | |
| SSD | D | -0.02% | |
| FTRE | D | -0.01% | |
| PPC | B | -0.01% | |
| CC | D | -0.01% | |
| UHAL | C | -0.01% | |
| SEE | C | -0.01% | |
| NFE | F | -0.01% | |
| IRDM | C | -0.01% | |
| MSGS | B | -0.01% | |
| LBRDA | B | -0.01% | |
| CGNX | B | -0.01% | |
| UWMC | F | -0.01% | |
| RLI | A | -0.01% | |
| WU | F | -0.01% | |
| MKSI | D | -0.01% | |
| ALAB | B | -0.0% | |
| TRIP | D | -0.0% | |
| PYCR | C | -0.0% |
FPX: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Software - Infrastructure
Asset Management
Health Information Services
Insurance - Specialty
Internet Content & Information
Medical Devices
Building Products & Equipment
Diversified Industrials
Gambling
Metal Fabrication
Oil & Gas Midstream
Scientific & Technical Instruments
Utilities - Renewable
Auto Parts
Building Materials
Communication Equipment
Conglomerates
Drug Manufacturers - General
IWP: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Biotechnology
Business Services
Building Materials
Specialty Retail
Diagnostics & Research
Restaurants
Leisure
Capital Markets
Aerospace & Defense
Asset Management
Engineering & Construction
Industrial Distribution
Oil & Gas E&P
Semiconductor Equipment & Materials
Diversified Industrials
Information Technology Services
Insurance - Property & Casualty
Lodging
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