BOAT vs. FXZ ETF Comparison
Comparison of SonicShares Global Shipping ETF (BOAT) to First Trust Materials AlphaDEX Fund (FXZ)
BOAT
SonicShares Global Shipping ETF
BOAT Description
The investment seeks to track the performance, before fees and expenses, of the Solactive Global Shipping Index. The index is a rules-based index that seeks to provide exposure to a global portfolio of companies identified as being engaged in the water transportation industry. Under normal circumstances, at least 80% of the fund?s net assets, plus borrowings for investment purposes, will be invested in Global Shipping Companies. It also may invest in securities or other investments not included in the index, but which the fund?s investment adviser believes will help it track the index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$36.74
Average Daily Volume
18,374
22
FXZ
First Trust Materials AlphaDEX Fund
FXZ 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) Materials 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 materials and processing 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
$70.48
Average Daily Volume
30,612
37
Performance
| Period | BOAT | FXZ |
|---|---|---|
| 30 Days | 21.53% | 3.97% |
| 60 Days | 21.09% | 3.00% |
| 90 Days | 18.92% | 7.18% |
| 12 Months | 51.33% | 16.87% |
0 Overlapping Holdings
| Symbol | Grade | Weight in BOAT | Weight in FXZ | Overlap |
|---|
BOAT Overweight 22 Positions Relative to FXZ
BOAT Underweight 37 Positions Relative to FXZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| FMC | C | -5.02% | |
| ALB | D | -4.89% | |
| CE | D | -4.69% | |
| MOS | F | -4.5% | |
| STLD | D | -4.36% | |
| CF | F | -4.35% | |
| NUE | D | -4.24% | |
| TKR | C | -3.55% | |
| EMN | C | -3.47% | |
| LYB | D | -3.45% | |
| VVV | D | -3.27% | |
| OLN | C | -3.25% | |
| RS | D | -3.03% | |
| APD | C | -3.01% | |
| WLK | B | -3.0% | |
| ECL | A | -2.99% | |
| IP | B | -2.98% | |
| ASH | A | -2.97% | |
| CLF | F | -2.62% | |
| NEU | D | -2.62% | |
| FAST | D | -2.56% | |
| SCCO | A | -1.85% | |
| FCX | A | -1.84% | |
| DOW | B | -1.75% | |
| RGLD | A | -1.75% | |
| AVY | B | -1.74% | |
| HUN | C | -1.67% | |
| LIN | D | -1.59% | |
| SMG | D | -1.54% | |
| NEM | B | -1.0% | |
| IFF | A | -0.98% | |
| AA | B | -0.94% | |
| MP | C | -0.94% | |
| CC | C | -0.9% | |
| HXL | C | -0.86% | |
| RBC | A | -0.85% | |
| ESI | D | -0.82% |
BOAT: Top Represented Industries & Keywords
FXZ: Top Represented Industries & Keywords
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