VCLN vs. FXU ETF Comparison
Comparison of Virtus Duff & Phelps Clean Energy ETF (VCLN) to First Trust Utilities AlphaDEX Fund (FXU)
VCLN
Virtus Duff & Phelps Clean Energy ETF
VCLN Description
The investment seeks capital appreciation. Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of clean energy companies. The sub-adviser defines clean energy companies as those that derive at least 50% of their value from one or more of the following clean energy businesses: (a) the production of clean energy; (b) the provision of clean energy technology and equipment; or (c) the transmission and distribution of clean energy. It is non-diversified.
Grade (RS Rating)
Last Trade
$19.47
Average Daily Volume
540
22
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
$38.67
Average Daily Volume
70,333
39
Performance
Period | VCLN | FXU |
---|---|---|
30 Days | 2.77% | 7.04% |
60 Days | 7.56% | 10.20% |
90 Days | 9.62% | 18.19% |
12 Months | 23.70% | 43.30% |
VCLN Underweight 33 Positions Relative to FXU
Symbol | Grade | Weight | |
---|---|---|---|
VST | A | -4.87% | |
ETR | A | -4.36% | |
NRG | A | -4.17% | |
EVRG | C | -4.16% | |
EXC | A | -4.15% | |
NFG | A | -3.98% | |
AGR | C | -3.58% | |
AEE | A | -3.46% | |
XEL | A | -3.44% | |
ATO | A | -3.36% | |
PNW | A | -3.29% | |
OGE | A | -3.25% | |
PCG | B | -3.23% | |
NI | A | -2.55% | |
AEP | C | -2.48% | |
DUK | A | -2.47% | |
DTE | A | -2.45% | |
IDA | C | -2.36% | |
SRE | A | -2.34% | |
WTRG | D | -2.19% | |
WEC | A | -1.73% | |
EIX | A | -1.72% | |
LNT | A | -1.7% | |
PPL | A | -1.69% | |
CMS | A | -1.68% | |
D | A | -1.66% | |
FE | B | -1.64% | |
CNP | B | -1.34% | |
PEG | A | -0.85% | |
AWK | B | -0.8% | |
UGI | C | -0.77% | |
CLH | C | -0.75% | |
WM | B | -0.69% |
VCLN: Top Represented Industries & Keywords
FXU: Top Represented Industries & Keywords