GMOV vs. INCE ETF Comparison
Comparison of GMO US Value ETF (GMOV) to Franklin Income Equity Focus ETF (INCE)
GMOV
GMO US Value ETF
GMOV Description
GMOV aims for total return by investing in undervalued securities within the US stock market. The fund employs a combination of proprietary quantitative analysis and historical comparisons to evaluate stocks based on key financial indicators, such as asset valuation, cash flow, and future earnings potential. This evaluation process supports informed decisions about position sizes and sector allocations, while also integrating ESG criteria to avoid industries like cluster munitions and thermal coal. GMOV maintains a focus on US companies, ensuring at least 80% of its assets are linked to this market, which allows for potential concentration in specific sectors. To enhance liquidity, the fund can invest in the GMO US Treasury Fund and other money market instruments, enabling adjustments to market conditions.
Grade (RS Rating)
Last Trade
$26.24
Average Daily Volume
31,420
146
INCE
Franklin Income Equity Focus ETF
INCE Description
Under normal marketing conditions, the fund will invest at least 80% of its net assets in equity securities, and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to equity securities.Grade (RS Rating)
Last Trade
$59.11
Average Daily Volume
6,895
44
Performance
| Period | GMOV | INCE |
|---|---|---|
| 30 Days | 0.46% | |
| 60 Days | 2.02% | |
| 90 Days | 3.59% | |
| 12 Months | 18.90% |
13 Overlapping Holdings
| Symbol | Grade | Weight in GMOV | Weight in INCE | Overlap | |
|---|---|---|---|---|---|
| BAC | A | 3.0% | 1.04% | 1.04% | |
| C | A | 1.86% | 0.0% | 0.0% | |
| CSCO | B | 2.63% | 1.12% | 1.12% | |
| CVX | A | 2.76% | 2.85% | 2.76% | |
| GM | B | 0.91% | 1.03% | 0.91% | |
| IBM | C | 2.25% | 0.95% | 0.95% | |
| JNJ | D | 3.45% | 2.9% | 2.9% | |
| JPM | A | 3.07% | 1.48% | 1.48% | |
| MS | A | 0.77% | 1.46% | 0.77% | |
| PG | A | 0.3% | 1.98% | 0.3% | |
| USB | A | 0.62% | 1.16% | 0.62% | |
| VZ | C | 1.95% | 2.94% | 1.95% | |
| XOM | B | 3.13% | 1.58% | 1.58% |
GMOV Overweight 133 Positions Relative to INCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | C | 2.65% | |
| MRK | F | 2.48% | |
| META | D | 2.43% | |
| GS | A | 2.16% | |
| PFE | D | 2.1% | |
| CI | F | 1.96% | |
| CMCSA | B | 1.9% | |
| CMI | A | 1.41% | |
| ELV | F | 1.36% | |
| HPE | B | 1.32% | |
| BK | A | 1.24% | |
| INTC | D | 1.2% | |
| EOG | A | 1.18% | |
| LYB | F | 1.17% | |
| CVS | D | 1.14% | |
| MDT | D | 1.13% | |
| COF | B | 1.11% | |
| REGN | F | 1.02% | |
| SOLV | C | 1.0% | |
| MTB | A | 0.99% | |
| HIG | B | 0.97% | |
| HPQ | B | 0.97% | |
| DFS | B | 0.94% | |
| EBAY | D | 0.93% | |
| PYPL | B | 0.92% | |
| KR | B | 0.91% | |
| CTSH | B | 0.9% | |
| F | C | 0.89% | |
| STT | A | 0.89% | |
| PCAR | B | 0.89% | |
| QCOM | F | 0.86% | |
| SYF | B | 0.84% | |
| GIS | D | 0.83% | |
| KHC | F | 0.78% | |
| ADM | D | 0.76% | |
| CNC | D | 0.76% | |
| BBY | D | 0.76% | |
| TROW | B | 0.74% | |
| SWKS | F | 0.68% | |
| HUM | C | 0.68% | |
| ZM | B | 0.67% | |
| BWA | D | 0.65% | |
| DG | F | 0.64% | |
| STLD | B | 0.64% | |
| UNM | A | 0.59% | |
| MTG | C | 0.59% | |
| BG | F | 0.59% | |
| TPR | B | 0.58% | |
| TGT | F | 0.58% | |
| ALLY | C | 0.57% | |
| NUE | C | 0.56% | |
| VTRS | A | 0.56% | |
| HRB | D | 0.55% | |
| ARW | D | 0.54% | |
| RDN | C | 0.51% | |
| AVT | C | 0.5% | |
| TAP | C | 0.5% | |
| SKX | D | 0.49% | |
| EG | C | 0.47% | |
| LEA | D | 0.46% | |
| CROX | D | 0.46% | |
| AGCO | D | 0.45% | |
| CAG | D | 0.45% | |
| INCY | C | 0.43% | |
| WHR | B | 0.43% | |
| WU | D | 0.42% | |
| PVH | C | 0.42% | |
| EXEL | B | 0.36% | |
| SIG | B | 0.35% | |
| OSK | B | 0.34% | |
| AMG | B | 0.32% | |
| AN | C | 0.32% | |
| ASO | F | 0.3% | |
| GPI | A | 0.3% | |
| FHI | A | 0.3% | |
| UFPI | B | 0.29% | |
| PPG | F | 0.28% | |
| UTHR | C | 0.27% | |
| PII | D | 0.27% | |
| OVV | B | 0.27% | |
| KBH | D | 0.27% | |
| INGR | B | 0.26% | |
| ACGL | D | 0.26% | |
| PHM | D | 0.25% | |
| JXN | C | 0.25% | |
| BEN | C | 0.23% | |
| ALSN | B | 0.23% | |
| MLI | C | 0.21% | |
| JHG | A | 0.21% | |
| IVZ | B | 0.21% | |
| LKQ | D | 0.2% | |
| ALL | A | 0.19% | |
| SLM | A | 0.19% | |
| APTV | D | 0.19% | |
| ALV | C | 0.18% | |
| OC | A | 0.18% | |
| OMF | A | 0.17% | |
| CMC | B | 0.16% | |
| JAZZ | B | 0.15% | |
| KMB | D | 0.14% | |
| FOXA | B | 0.14% | |
| TOL | B | 0.12% | |
| MOS | F | 0.12% | |
| RF | A | 0.12% | |
| MAN | D | 0.1% | |
| SNA | A | 0.1% | |
| FNF | B | 0.09% | |
| GHC | C | 0.09% | |
| ATKR | C | 0.09% | |
| CRI | D | 0.09% | |
| VLO | C | 0.08% | |
| SNX | C | 0.08% | |
| M | D | 0.08% | |
| RHI | B | 0.08% | |
| ATGE | B | 0.07% | |
| WBA | F | 0.07% | |
| CNH | C | 0.07% | |
| TSN | B | 0.07% | |
| WFC | A | 0.07% | |
| AXP | A | 0.06% | |
| LZB | B | 0.06% | |
| SEE | C | 0.06% | |
| KSS | F | 0.06% | |
| MATX | C | 0.06% | |
| FHN | A | 0.06% | |
| PINC | B | 0.06% | |
| BC | C | 0.06% | |
| TEX | D | 0.05% | |
| CNXC | F | 0.05% | |
| NEU | C | 0.05% | |
| BCC | B | 0.05% | |
| FL | F | 0.02% | |
| WGO | C | 0.01% |
GMOV Underweight 31 Positions Relative to INCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SO | D | -3.1% | |
| PEP | F | -2.42% | |
| LMT | D | -2.21% | |
| JCI | C | -2.14% | |
| APD | A | -2.05% | |
| RIO | D | -1.69% | |
| HD | A | -1.62% | |
| SCHW | B | -1.48% | |
| RTX | C | -1.43% | |
| UNP | C | -1.41% | |
| LOW | D | -1.33% | |
| ADI | D | -1.31% | |
| MET | A | -1.29% | |
| PM | B | -1.25% | |
| TXN | C | -1.2% | |
| MCD | D | -1.14% | |
| TTE | F | -1.14% | |
| SBUX | A | -1.14% | |
| SRE | A | -1.11% | |
| HON | B | -1.09% | |
| AEP | D | -0.99% | |
| KO | D | -0.98% | |
| NEM | D | -0.94% | |
| UPS | C | -0.87% | |
| DUK | C | -0.83% | |
| PNC | B | -0.59% | |
| FITB | A | -0.58% | |
| MA | C | -0.53% | |
| ALB | C | -0.53% | |
| FCX | D | -0.52% | |
| BA | F | -0.23% |
GMOV: Top Represented Industries & Keywords
INCE: Top Represented Industries & Keywords
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