NBCT vs. FXU ETF Comparison
Comparison of Neuberger Berman Carbon Transition Infrastructure ETF (NBCT) to First Trust Utilities AlphaDEX Fund (FXU)
NBCT
Neuberger Berman Carbon Transition Infrastructure ETF
NBCT Description
Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowing for investment purposes) in equity securities of carbon transition companies and infrastructure companies. It invests a significant portion of its assets in carbon transition companies, which the Managers consider to be those companies that have, or in the Portfolio Managers" view, are reasonably expected to have, at least 20% of their assets or revenue, committed to or derived from infrastructure that will facilitate global decarbonization and/or the reduction of other greenhouse gas emissions.
Grade (RS Rating)
Last Trade
$30.66
Average Daily Volume
13,227
23
FXU
First Trust Utilities AlphaDEX Fund
FXU 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 StrataQuant(R) Utilities Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$40.41
Average Daily Volume
63,420
39
Performance
| Period | NBCT | FXU |
|---|---|---|
| 30 Days | -0.15% | 3.80% |
| 60 Days | 4.26% | 6.16% |
| 90 Days | 11.35% | 13.01% |
| 12 Months | 42.98% | 36.87% |
NBCT Underweight 34 Positions Relative to FXU
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | B | -4.93% | |
| PNW | B | -4.27% | |
| NRG | B | -4.16% | |
| NFG | A | -4.15% | |
| AGR | B | -4.14% | |
| UGI | A | -3.97% | |
| EXC | C | -3.97% | |
| ETR | B | -3.73% | |
| CEG | D | -3.55% | |
| PCG | A | -3.5% | |
| ATO | A | -3.44% | |
| OGE | B | -3.43% | |
| EVRG | A | -3.38% | |
| ED | D | -3.05% | |
| IDA | A | -2.81% | |
| XEL | A | -2.63% | |
| NI | A | -2.61% | |
| AEE | A | -2.57% | |
| WTRG | B | -2.47% | |
| DUK | C | -2.4% | |
| PPL | B | -1.68% | |
| WEC | A | -1.68% | |
| LNT | A | -1.65% | |
| D | C | -1.64% | |
| CMS | C | -1.59% | |
| EIX | B | -1.58% | |
| AEP | D | -1.54% | |
| RSG | A | -0.85% | |
| CLH | B | -0.84% | |
| PEG | A | -0.82% | |
| SO | D | -0.8% | |
| FE | C | -0.77% | |
| AWK | D | -0.76% | |
| AES | F | -0.57% |
NBCT: Top Represented Industries & Keywords
FXU: Top Represented Industries & Keywords
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