LDSF vs. PPI ETF Comparison
Comparison of First Trust Low Duration Strategic Focus ETF (LDSF) to AXS Astoria Inflation Sensitive ETF (PPI)
LDSF
First Trust Low Duration Strategic Focus ETF
LDSF Description
The investment seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$19.12
Average Daily Volume
48,001
7
PPI
AXS Astoria Inflation Sensitive ETF
PPI Description
AXS Astoria Inflation Sensitive ETF is an exchange traded fund launched by Investment Managers Series Trust II. The fund is co-managed by AXS Investments LLC, Astoria Portfolio Advisors LLC. It invests in public equity, fixed income and commodity markets of the United States. For its equity portion, it invests in stocks of companies operating across energy, financials, industrials and materials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, it invests through other funds in fixed income securities of varying maturities. For its commodity portion, it invests through other funds in commodities. The fund employs fundamental and quantitative analysis with top-down securities picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. AXS Astoria Inflation Sensitive ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$14.54
Average Daily Volume
25,340
30
Performance
| Period | LDSF | PPI |
|---|---|---|
| 30 Days | 1.46% | 0.64% |
| 60 Days | 2.93% | -2.06% |
| 90 Days | 3.45% | -3.71% |
| 12 Months | 8.42% | 12.55% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LDSF | Weight in PPI | Overlap |
|---|
LDSF Underweight 30 Positions Relative to PPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| GLDM | A | -5.63% | |
| SCHP | A | -5.28% | |
| STIP | A | -4.72% | |
| XHLF | A | -4.03% | |
| CAT | C | -3.6% | |
| URI | C | -3.35% | |
| XOM | C | -2.96% | |
| GLTR | B | -2.78% | |
| GDX | C | -2.62% | |
| COP | D | -2.54% | |
| EOG | D | -2.3% | |
| DAL | D | -2.13% | |
| CSL | C | -2.09% | |
| TBIL | A | -2.02% | |
| BLDR | C | -1.98% | |
| NUE | F | -1.87% | |
| MPC | D | -1.76% | |
| LYB | D | -1.74% | |
| FANG | D | -1.5% | |
| STLD | D | -1.37% | |
| EME | C | -1.29% | |
| CF | B | -1.11% | |
| CE | F | -1.1% | |
| DVN | F | -1.08% | |
| GPK | B | -1.05% | |
| MRO | C | -1.04% | |
| TXT | D | -1.03% | |
| RPM | A | -1.01% | |
| OVV | F | -0.94% | |
| WMS | D | -0.87% |
LDSF: Top Represented Industries & Keywords
PPI: Top Represented Industries & Keywords
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