ARKX vs. FSZ ETF Comparison
Comparison of ARK Space Exploration & Innovation ETF (ARKX) to First Trust Switzerland AlphaDex Fund (FSZ)
ARKX
ARK Space Exploration & Innovation ETF
ARKX Description
The ARK Space Exploration & Innovation ETF’s (“Fund”) investment objective is long-term growth of capital. ARKX is an actively-managed exchange-traded fund (“ETF”) that will invest under normal circumstances primarily (at least 80% of its assets) in domestic and foreign equity securities of companies that are engaged in the Fund’s investment theme of Space Exploration and innovation. The Adviser defines “Space Exploration” as leading, enabling, or benefitting from technologically enabled products and/or services that occur beyond the surface of the Earth. Orbital Aerospace Companies are companies that launch, make, service, or operate platforms in the orbital space, including satellites and launch vehicles. Suborbital Aerospace Companies are companies that launch, make, service, or operate platforms in the suborbital space, but do not reach a velocity needed to remain in orbit around a planet. Enabling Technologies Companies are companies that develop technologies used by Space Exploration related companies for successful value-add aerospace operations. These operations include artificial intelligence, robotics, 3D printing, materials and energy storage. Aerospace Beneficiary Companies are companies whose operations stand to benefit from aerospace activities, including agriculture, internet access, global positioning system (GPS), construction, imaging, drones, air taxis and electric aviation vehicles.
Grade (RS Rating)
Last Trade
$14.09
Average Daily Volume
65,437
27
FSZ
First Trust Switzerland AlphaDex Fund
FSZ 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 Defined Switzerland Index. The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in stocks and/or depositary receipts that comprise the index. It, using an "indexing" investment approach, attempts to replicate, before fees and expenses, the performance of the index. The index is designed by S&P to objectively identify and select securities from the S&P Switzerland BMI Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$61.02
Average Daily Volume
1,511
3
Performance
| Period | ARKX | FSZ |
|---|---|---|
| 30 Days | -5.12% | -5.37% |
| 60 Days | -4.99% | -1.79% |
| 90 Days | -2.56% | -0.71% |
| 12 Months | 4.33% | -1.40% |
0 Overlapping Holdings
| Symbol | Grade | Weight in ARKX | Weight in FSZ | Overlap |
|---|
ARKX Overweight 27 Positions Relative to FSZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| KTOS | B | 9.05% | |
| AVAV | A | 8.66% | |
| TRMB | C | 7.61% | |
| IRDM | D | 6.82% | |
| TER | D | 5.28% | |
| LHX | B | 5.07% | |
| PRNT | D | 4.95% | |
| AMZN | B | 3.66% | |
| ACHR | F | 3.34% | |
| PATH | F | 3.28% | |
| DE | A | 3.03% | |
| GRMN | B | 2.65% | |
| BLDE | B | 2.3% | |
| RKLB | F | 2.19% | |
| JOBY | F | 2.08% | |
| GOOG | A | 2.05% | |
| U | F | 1.53% | |
| SNPS | D | 1.51% | |
| HON | C | 1.5% | |
| HEI | A | 1.36% | |
| ANSS | C | 1.23% | |
| TDY | D | 1.13% | |
| LMT | A | 1.12% | |
| MYNA | A | 1.02% | |
| PLTR | D | 0.94% | |
| OSPN | F | 0.86% | |
| DDD | F | 0.46% |
ARKX: Top Represented Industries & Keywords
FSZ: Top Represented Industries & Keywords
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