MEDI vs. FIW ETF Comparison
Comparison of Harbor Health Care ETF (MEDI) to First Trust ISE Water Index Fund (FIW)
MEDI
Harbor Health Care ETF
MEDI Description
Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$27.02
Average Daily Volume
1,255
10
FIW
First Trust ISE Water Index Fund
FIW 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 ISE Water Index(TM). 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 modified market-capitalization weighted portfolio of 36 stocks of companies as of March 31, 2013 that derive a substantial portion of their revenues from the potable and wastewater industries. The fund is non-diversified.Grade (RS Rating)
Last Trade
$104.01
Average Daily Volume
39,606
33
Performance
Period | MEDI | FIW |
---|---|---|
30 Days | 7.37% | 8.60% |
60 Days | 7.73% | 3.88% |
90 Days | 5.02% | 4.34% |
12 Months | 22.49% | 18.58% |
0 Overlapping Holdings
Symbol | Grade | Weight in MEDI | Weight in FIW | Overlap |
---|
MEDI Underweight 33 Positions Relative to FIW
Symbol | Grade | Weight | |
---|---|---|---|
VLTO | A | -4.46% | |
AWK | A | -4.37% | |
XYL | D | -4.08% | |
ECL | B | -4.04% | |
WTRG | A | -3.73% | |
MLI | B | -3.69% | |
A | B | -3.67% | |
ROP | D | -3.67% | |
PNR | B | -3.62% | |
WAT | B | -3.49% | |
WMS | C | -3.42% | |
TTEK | A | -3.29% | |
AOS | C | -3.27% | |
ACM | B | -3.25% | |
IEX | D | -3.21% | |
CNM | C | -3.08% | |
IDXX | D | -3.01% | |
WTS | B | -2.75% | |
VMI | B | -2.58% | |
PRMW | C | -2.42% | |
BMI | B | -2.37% | |
FLS | B | -2.2% | |
CWT | A | -2.1% | |
AWR | B | -2.09% | |
ITRI | C | -2.05% | |
ZWS | C | -1.86% | |
FELE | B | -1.85% | |
HWKN | A | -1.74% | |
MWA | B | -1.52% | |
SJW | B | -1.26% | |
LNN | B | -1.2% | |
SBS | B | -1.12% | |
MEG | F | -0.85% |
MEDI: Top Represented Industries & Keywords
FIW: Top Represented Industries & Keywords