XPND vs. USMC ETF Comparison
Comparison of First Trust Expanded Technology ETF (XPND) to Principal U.S. Mega-Cap ETF (USMC)
XPND
First Trust Expanded Technology ETF
XPND Description
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$28.67
Average Daily Volume
2,213
48
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.Grade (RS Rating)
Last Trade
$56.60
Average Daily Volume
44,457
25
Performance
| Period | XPND | USMC |
|---|---|---|
| 30 Days | 8.53% | 5.53% |
| 60 Days | 9.32% | 7.82% |
| 90 Days | -0.45% | 2.43% |
| 12 Months | 37.37% | 32.39% |
XPND Overweight 40 Positions Relative to USMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | 5.19% | |
| CRM | B | 4.75% | |
| TMUS | A | 4.37% | |
| ADBE | F | 3.91% | |
| IBM | A | 3.79% | |
| QCOM | D | 3.54% | |
| TXN | C | 3.52% | |
| NOW | B | 3.35% | |
| INTU | F | 3.28% | |
| AMAT | C | 3.18% | |
| ANET | A | 2.23% | |
| LRCX | D | 2.03% | |
| PANW | B | 2.02% | |
| KLAC | B | 1.99% | |
| PYPL | A | 1.51% | |
| APH | D | 1.46% | |
| MSI | A | 1.38% | |
| CRWD | C | 1.27% | |
| WDAY | D | 1.19% | |
| MRVL | B | 1.17% | |
| ADSK | C | 1.08% | |
| CHTR | D | 0.83% | |
| APP | A | 0.33% | |
| MANH | B | 0.26% | |
| WMG | D | 0.26% | |
| CDW | D | 0.25% | |
| FOXA | B | 0.25% | |
| OMC | C | 0.25% | |
| NTAP | B | 0.25% | |
| IT | B | 0.25% | |
| HPE | B | 0.25% | |
| CPAY | A | 0.24% | |
| BSY | D | 0.24% | |
| TYL | B | 0.24% | |
| TER | C | 0.24% | |
| TDY | B | 0.24% | |
| PTC | D | 0.24% | |
| MPWR | B | 0.24% | |
| EA | D | 0.23% | |
| SWKS | F | 0.22% |
XPND: Top Represented Industries & Keywords
USMC: Top Represented Industries & Keywords
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