FIW vs. LCG ETF Comparison
Comparison of First Trust ISE Water Index Fund (FIW) to Sterling Capital Focus Equity ETF (LCG)
FIW
First Trust ISE Water Index Fund
FIW 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 ISE Water Index(TM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is a modified market-capitalization weighted portfolio of 36 stocks of companies as of March 31, 2013 that derive a substantial portion of their revenues from the potable and wastewater industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$106.65
Average Daily Volume
39,063
33
LCG
Sterling Capital Focus Equity ETF
LCG Description
Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuationsGrade (RS Rating)
Last Trade
$28.30
Average Daily Volume
7,743
19
Performance
| Period | FIW | LCG |
|---|---|---|
| 30 Days | 10.39% | -0.78% |
| 60 Days | 8.38% | -5.18% |
| 90 Days | 10.34% | -6.00% |
| 12 Months | 27.77% | 18.80% |
1 Overlapping Holdings
| Symbol | Grade | Weight in FIW | Weight in LCG | Overlap | |
|---|---|---|---|---|---|
| IDXX | D | 3.17% | 6.46% | 3.17% |
FIW Overweight 32 Positions Relative to LCG
| Symbol | Grade | Weight | |
|---|---|---|---|
| VLTO | A | 4.2% | |
| AWK | B | 4.2% | |
| XYL | A | 4.17% | |
| A | C | 3.9% | |
| ECL | A | 3.89% | |
| WTRG | B | 3.65% | |
| WAT | D | 3.6% | |
| ROP | D | 3.59% | |
| IEX | D | 3.53% | |
| CNM | A | 3.51% | |
| PNR | C | 3.51% | |
| ACM | C | 3.41% | |
| AOS | C | 3.39% | |
| WMS | C | 3.38% | |
| TTEK | B | 3.36% | |
| MLI | B | 3.19% | |
| WTS | C | 2.93% | |
| PRMW | A | 2.33% | |
| BMI | A | 2.29% | |
| VMI | B | 2.24% | |
| ITRI | A | 2.21% | |
| FLS | A | 2.17% | |
| CWT | B | 2.1% | |
| AWR | C | 2.01% | |
| ZWS | C | 1.9% | |
| FELE | D | 1.83% | |
| MWA | A | 1.43% | |
| HWKN | B | 1.29% | |
| MEG | B | 1.22% | |
| SJW | D | 1.21% | |
| LNN | C | 1.16% | |
| SBS | C | 1.16% |
FIW Underweight 18 Positions Relative to LCG
FIW: Top Represented Industries & Keywords
LCG: Top Represented Industries & Keywords
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