KMID vs. FTRI ETF Comparison
Comparison of Virtus KAR Mid-Cap ETF (KMID) to First Trust Indxx Global Natural Resources Income ETF (FTRI)
KMID
Virtus KAR Mid-Cap ETF
KMID Description
The fund advisor pursues long-term capital appreciation in the medium capitalization sector while seeking less market risk than the Russell Midcap® Index. The fund advisor invests in medium market capitalization companies believed by Kayne Anderson Rudnick Investment Management, LLC, the fund"s sub-adviser, to be undervalued relative to their future growth potential. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$26.23
Average Daily Volume
12,980
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
FTRI
First Trust Indxx Global Natural Resources Income ETF
FTRI 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 Indxx Global Natural Resources Income Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the index. The index is a 50-stock free float adjusted market capitalization weighted index designed to measure the market performance of the 50 highest dividend yielding companies involved in the upstream segment of the natural resources sector. The fund is non-diversified.Grade (RS Rating)
Last Trade
$13.09
Average Daily Volume
47,111
Number of Holdings
*
20
* may have additional holdings in another (foreign) market
Performance
| Period | KMID | FTRI |
|---|---|---|
| 30 Days | 6.19% | -1.73% |
| 60 Days | -2.97% | |
| 90 Days | -1.95% | |
| 12 Months | 8.60% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KMID | Weight in FTRI | Overlap | |
|---|---|---|---|---|---|
| PNR | B | 3.68% | 4.08% | 3.68% |
KMID Overweight 24 Positions Relative to FTRI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AME | A | 6.31% | |
| TDY | B | 4.11% | |
| HEI | B | 4.06% | |
| EFX | D | 3.98% | |
| LII | A | 3.97% | |
| WST | C | 3.92% | |
| POOL | C | 3.92% | |
| ROST | C | 3.88% | |
| ODFL | B | 3.82% | |
| DPZ | C | 3.82% | |
| VRSK | A | 3.63% | |
| WAB | B | 3.57% | |
| BRO | B | 3.55% | |
| NDSN | B | 3.5% | |
| ROL | B | 3.42% | |
| FICO | B | 3.28% | |
| BSY | D | 3.25% | |
| LPLA | B | 3.1% | |
| MSCI | C | 2.94% | |
| ALGN | D | 2.92% | |
| BR | A | 2.92% | |
| FDS | B | 2.64% | |
| WRB | A | 2.47% | |
| MPWR | F | 2.35% |
KMID Underweight 19 Positions Relative to FTRI
KMID: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Capital Markets
Aerospace & Defense
Apparel Stores
Insurance - Property & Casualty
Insurance Brokers
Leisure
Medical Devices
Medical Instruments & Supplies
Railroads
Restaurants
Scientific & Technical Instruments
Semiconductors
Software - Application
Software - Infrastructure
Trucking
FTRI: Top Represented Industries & Keywords
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