MEDX vs. CFCV ETF Comparison
Comparison of Horizon Kinetics Medical ETF (MEDX) to ClearBridge Focus Value ETF (CFCV)
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.29
Average Daily Volume
310
10
CFCV
ClearBridge Focus Value ETF
CFCV Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities, or other exchange-traded investments with similar economic characteristics in which it is permitted to invest, of companies with large market capitalizations. It will only invest in instruments that trade on a U.S. exchange contemporaneously with the fund's shares and, for temporary or defensive purposes, in cash and cash equivalents.Grade (RS Rating)
Last Trade
$37.22
Average Daily Volume
1,515
39
Performance
| Period | MEDX | CFCV |
|---|---|---|
| 30 Days | -3.66% | -0.41% |
| 60 Days | 1.86% | -0.31% |
| 90 Days | 1.82% | 3.16% |
| 12 Months | 3.81% | 16.80% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MEDX | Weight in CFCV | Overlap | |
|---|---|---|---|---|---|
| JNJ | D | 4.42% | 4.29% | 4.29% |
MEDX Underweight 38 Positions Relative to CFCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| SRE | C | -5.0% | |
| JPM | C | -4.64% | |
| WEC | B | -4.43% | |
| SHW | C | -4.35% | |
| MCK | F | -4.29% | |
| MCHP | F | -3.9% | |
| TMO | D | -3.87% | |
| AXP | A | -3.28% | |
| CMCSA | B | -3.22% | |
| MLM | F | -3.21% | |
| BDX | C | -3.12% | |
| EIX | C | -3.06% | |
| OTIS | A | -2.99% | |
| WMB | A | -2.98% | |
| MSI | A | -2.94% | |
| SCHW | D | -2.49% | |
| ITW | C | -2.42% | |
| UNH | B | -2.29% | |
| HD | A | -2.26% | |
| BAC | B | -2.23% | |
| VLTO | A | -2.2% | |
| MMC | D | -2.19% | |
| COF | A | -2.18% | |
| XPO | F | -1.91% | |
| AVGO | B | -1.88% | |
| HLN | C | -1.77% | |
| INTC | D | -1.67% | |
| PGR | B | -1.67% | |
| ORLY | A | -1.42% | |
| V | B | -1.35% | |
| META | A | -1.32% | |
| MSFT | D | -1.29% | |
| PH | A | -1.24% | |
| GOOGL | B | -1.17% | |
| DE | C | -1.01% | |
| DIS | D | -0.8% | |
| CVS | D | -0.77% | |
| SBUX | B | -0.55% |
MEDX: Top Represented Industries & Keywords
CFCV: Top Represented Industries & Keywords
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