IWIN vs. FRI ETF Comparison

Comparison of Amplify Inflation Fighter ETF (IWIN) to First Trust S&P REIT Index Fund (FRI)

IWIN

Amplify Inflation Fighter ETF

IWIN Description

Amplify Inflation Fighter ETF sponsored by Amplify Investments, has over $4.4 billion in assets across its suite of ETFs (as of 12/31/2021). Amplify believes the ETF structure empowers investors through efficiency, transparency and flexibility. Amplify ETFs deliver expanded investment opportunities for investors seeking growth, income, and risk-managed strategies. The Fund’s investment objective and strategy differs substantially from the market indices, which are included for comparison purposes only.

Grade (RS Rating)

Last Trade

$27.81

Average Daily Volume

2,469

Number of Holdings ^*

* may have additional holdings in another (foreign) market

FRI

First Trust S&P REIT Index Fund

FRI 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 S&P United States REIT 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 subset of the S&P Developed REIT Index, which measures the performance of more than 200 REITs or REIT-like structures in 15 developed markets. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.05

Average Daily Volume

67,667

Number of Holdings ^*

125

* may have additional holdings in another (foreign) market

Performance

Period	IWIN	FRI
30 Days	6.02%	0.40%
60 Days	4.12%	8.92%
90 Days	1.71%	13.68%
12 Months	14.23%	31.77%

0 Overlapping Holdings

	Symbol	Grade	Weight in IWIN	Weight in FRI	Overlap

IWIN Overweight 1 Positions Relative to FRI

	Symbol	Grade	Weight
	SEG	F	0.0%

IWIN Underweight 125 Positions Relative to FRI

Symbol	Grade	Weight
PLD	D	-9.52%
EQIX	C	-6.85%
WELL	C	-6.01%
PSA	C	-4.61%
O	C	-4.47%
SPG	A	-4.19%
DLR	C	-4.09%
EXR	D	-3.07%
VICI	C	-2.83%
IRM	B	-2.82%
AVB	C	-2.64%
VTR	C	-2.16%
EQR	C	-2.08%
INVH	D	-1.64%
ESS	D	-1.55%
ARE	D	-1.55%
MAA	D	-1.52%
DOC	C	-1.3%
SUI	D	-1.3%
KIM	C	-1.27%
GLPI	C	-1.15%
WPC	C	-1.13%
UDR	C	-1.11%
ELS	D	-1.09%
CPT	C	-1.09%
HST	D	-1.05%
AMH	D	-0.99%
CUBE	C	-0.98%
LAMR	C	-0.96%
BXP	B	-0.96%
REG	C	-0.95%
REXR	D	-0.91%
OHI	C	-0.86%
EGP	D	-0.75%
NNN	C	-0.72%
FRT	D	-0.7%
BRX	C	-0.68%
ADC	C	-0.61%
COLD	D	-0.61%
FR	D	-0.6%
STAG	D	-0.58%
RHP	B	-0.54%
VNO	B	-0.53%
TRNO	D	-0.53%
EPRT	C	-0.49%
KRG	C	-0.47%
CTRE	C	-0.39%
PECO	C	-0.38%
IRT	D	-0.38%
CUZ	C	-0.37%
SLG	C	-0.37%
SBRA	C	-0.35%
KRC	C	-0.34%
IIPR	C	-0.32%
MAC	B	-0.31%
NHI	C	-0.3%
EPR	C	-0.3%
HIW	C	-0.29%
BNL	C	-0.29%
MPW	C	-0.29%
SKT	A	-0.29%
APLE	B	-0.28%
NSA	D	-0.27%
LXP	D	-0.25%
PK	D	-0.25%
DEI	A	-0.24%
FCPT	C	-0.22%
OUT	C	-0.21%
UE	C	-0.21%
AKR	B	-0.2%
SHO	B	-0.18%
EQC	D	-0.17%
IVT	B	-0.16%
ROIC	C	-0.16%
DRH	B	-0.15%
GNL	D	-0.14%
JBGS	C	-0.13%
XHR	A	-0.13%
GTY	C	-0.13%
LTC	D	-0.13%
PEB	D	-0.13%
RLJ	D	-0.12%
ESRT	C	-0.12%
DEA	D	-0.11%
UMH	D	-0.11%
UNIT	B	-0.11%
ALEX	D	-0.11%
AIV	D	-0.1%
PDM	C	-0.1%
AAT	C	-0.1%
NTST	F	-0.1%
CSR	D	-0.09%
BDN	B	-0.08%
NXRT	D	-0.08%
SVC	D	-0.07%
DHC	C	-0.07%
PLYM	D	-0.07%
PGRE	D	-0.07%
HPP	F	-0.06%
GOOD	A	-0.06%
AHH	F	-0.06%
INN	A	-0.06%
UHT	D	-0.05%
WSR	C	-0.05%
GMRE	C	-0.05%
CLDT	D	-0.04%
CHCT	F	-0.04%
FPI	D	-0.04%
LAND	D	-0.04%
BFS	C	-0.04%
ALX	D	-0.04%
PKST	D	-0.04%
PSTL	D	-0.03%
CBL	D	-0.03%
CTO	D	-0.03%
OLP	C	-0.03%
BHR	D	-0.02%
BRT	D	-0.02%
PINE	D	-0.02%
NXDT	C	-0.02%
CIO	D	-0.02%
ILPT	D	-0.02%
OPI	F	-0.01%
FSP	F	-0.01%
MDV	C	-0.01%

IWIN: Top Represented Industries & Keywords

Industries: Real Estate Services

Keywords: Beverage Howard Hughes Corporation