WLDR vs. KNGZ ETF Comparison

Comparison of Affinity World Leaders Equity ETF (WLDR) to First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ)
WLDR

Affinity World Leaders Equity ETF

WLDR Description

The investment seeks to provide investment results that correspond generally, before fees and expenses, to the performance of the Thomson Reuters StarMine Affinity World Leaders Index (the index). The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities included in the index. The index is expected to consist of approximately 150 to 250 stocks of companies located in the U.S. and in at least three countries outside of the U.S. and may invest in up to 20 countries. It will be significantly invested in the securities of international companies in addition to securities of U.S. companies.

Grade (RS Rating)

Last Trade

$31.08

Average Daily Volume

2,423

Number of Holdings *

70

* may have additional holdings in another (foreign) market
KNGZ

First Trust S&P 500 Diversified Dividend Aristocrats ETF

KNGZ Description The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. According to the index provider to the new index, the new index measures the performance of companies within the S&P 500 Index that have demonstrated stable or increasing dividend per share amounts.

Grade (RS Rating)

Last Trade

$31.25

Average Daily Volume

5,234

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period WLDR KNGZ
30 Days 0.42% -0.94%
60 Days 3.33% 2.31%
90 Days 0.67% 0.76%
12 Months 20.81%
3 Overlapping Holdings
Symbol Grade Weight in WLDR Weight in KNGZ Overlap
HPQ C 3.73% 5.23% 3.73%
IBM B 1.91% 3.27% 1.91%
VZ B 1.46% 3.47% 1.46%
WLDR Overweight 67 Positions Relative to KNGZ
Symbol Grade Weight
AMAT B 3.86%
NTAP A 3.76%
DELL B 3.36%
META B 2.96%
AZO C 2.47%
WSM D 2.3%
APP A 2.1%
EBAY B 1.94%
JPM A 1.9%
SSNC B 1.84%
CTSH C 1.78%
DOCU D 1.67%
CMCSA D 1.41%
MRK C 1.39%
OMC D 1.19%
BRK.A D 1.16%
MCK B 1.11%
EMN D 1.06%
SYF B 1.05%
CARR B 1.03%
CAT C 1.02%
ELV C 1.02%
BK A 1.02%
TROW C 0.93%
CAH D 0.86%
HCA B 0.85%
VTRS F 0.85%
CI D 0.85%
PCAR D 0.83%
TEVA B 0.81%
RCL B 0.79%
ACI F 0.75%
CNC D 0.74%
CNM D 0.73%
KR C 0.73%
FANG A 0.72%
VLO C 0.66%
PSX D 0.65%
MPC D 0.63%
MGM B 0.62%
HMC D 0.62%
MO A 0.61%
VST C 0.58%
HOOD B 0.57%
UAL D 0.56%
AER B 0.55%
RGA B 0.54%
DAL D 0.54%
STLA F 0.54%
ETR D 0.52%
ALL D 0.52%
RNR D 0.51%
CCEP B 0.49%
EVRG D 0.49%
URI C 0.47%
F B 0.45%
TSN D 0.45%
PHM D 0.41%
SPG B 0.41%
LEN D 0.41%
DOC B 0.38%
TOL D 0.38%
VICI D 0.37%
TAP F 0.35%
HST D 0.35%
STLD D 0.27%
RS D 0.23%
WLDR Underweight 7 Positions Relative to KNGZ
Symbol Grade Weight
GLW B -4.12%
TXN B -3.65%
HPE C -3.34%
QCOM B -2.48%
ADI B -2.33%
MCHP C -2.32%
IPG F -2.17%
Compare ETFs