LEGR vs. GMOI ETF Comparison
Comparison of First Trust Indxx Innovative Transaction & Process ETF (LEGR) to GMO International Value ETF (GMOI)
LEGR
First Trust Indxx Innovative Transaction & Process ETF
LEGR Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Indxx Blockchain Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and depositary receipts that comprise the index. The index is designed to track the performance of companies that are either actively using, investing in, developing, or have products that are poised to benefit from blockchain technology and/or the potential for increased efficiency that it provides to various business processes.
Grade (RS Rating)
Last Trade
$46.72
Average Daily Volume
9,893
52
GMOI
GMO International Value ETF
GMOI Description
GMOI aims for total return by focusing on international equities considered undervalued. The fund employs a combination of quantitative methods to analyze financial data, market conditions, and broader economic trends. Its proprietary models forecast returns by assessing both tangible and intangible company assets. This approach informs portfolio construction by considering sector diversity, geographic exposure, and ESG factors, while avoiding investments in industries like cluster munitions and thermal coal. By maintaining a broad investment strategy, GMOI addresses various market capitalizations and regions. To enhance liquidity and provide flexibility, the fund can also invest in the GMO US Treasury Fund and money market instruments.Grade (RS Rating)
Last Trade
$24.33
Average Daily Volume
50,653
21
Performance
Period | LEGR | GMOI |
---|---|---|
30 Days | -0.30% | |
60 Days | 1.48% | |
90 Days | 3.67% | |
12 Months | 24.29% |
LEGR Overweight 48 Positions Relative to GMOI
Symbol | Grade | Weight | |
---|---|---|---|
JD | D | 1.75% | |
CRM | B | 1.71% | |
INTC | D | 1.65% | |
NVDA | C | 1.63% | |
PYPL | B | 1.6% | |
ORCL | B | 1.57% | |
MU | D | 1.5% | |
HON | B | 1.47% | |
TSM | B | 1.46% | |
WIT | A | 1.44% | |
AMZN | C | 1.44% | |
T | A | 1.4% | |
MA | C | 1.38% | |
BIDU | F | 1.37% | |
ACN | C | 1.36% | |
IBM | C | 1.35% | |
BABA | D | 1.35% | |
CTSH | B | 1.35% | |
IBN | C | 1.33% | |
MSFT | F | 1.29% | |
INFY | B | 1.26% | |
ZTS | D | 1.22% | |
AMD | F | 1.21% | |
TSLA | B | 1.11% | |
WFC | A | 1.07% | |
GS | A | 0.92% | |
BAC | A | 0.89% | |
C | A | 0.89% | |
CSCO | B | 0.87% | |
JPM | A | 0.87% | |
BCS | C | 0.86% | |
AXP | A | 0.84% | |
BK | A | 0.84% | |
MET | A | 0.82% | |
WMT | A | 0.82% | |
HSBH | B | 0.8% | |
HD | A | 0.8% | |
V | A | 0.8% | |
KR | B | 0.78% | |
CME | A | 0.78% | |
WDAY | B | 0.77% | |
HDB | C | 0.76% | |
AIG | B | 0.76% | |
F | C | 0.75% | |
VZ | C | 0.72% | |
SPGI | C | 0.72% | |
LMT | D | 0.7% | |
BA | F | 0.67% |
LEGR: Top Represented Industries & Keywords
GMOI: Top Represented Industries & Keywords