CNAV vs. FINX ETF Comparison
Comparison of Mohr Company Nav ETF (CNAV) to Global X FinTech Thematic ETF (FINX)
CNAV
Mohr Company Nav ETF
CNAV Description
CNAV scans for opportunities across all 11 sectors of the S&P 500, in attempt to navigate significant market value fluctuations. The portfolio may focus on just 50 stocks and rebalances whenever a holding exceeds 10% of total assets. Stock selection follows a top-down, tactical approach, evaluating price movements of individual stocks and over 117 sub-industries within the S&P 500 index. The fund holds the strongest-performing stocks when industry data trends are favorable. Conversely, when an industry shows a negative trend, it reallocates to other industries or moves into money market funds. Due to frequent trading, the fund is expected to experience a high portfolio turnover rate and is designed for investors who can withstand large principal value fluctuations.
Grade (RS Rating)
Last Trade
$28.09
Average Daily Volume
20,711
30
FINX
Global X FinTech Thematic ETF
FINX Description
The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutionsGrade (RS Rating)
Last Trade
$33.26
Average Daily Volume
67,274
42
Performance
| Period | CNAV | FINX |
|---|---|---|
| 30 Days | 10.71% | 12.82% |
| 60 Days | 18.91% | |
| 90 Days | 22.87% | |
| 12 Months | 56.16% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CNAV | Weight in FINX | Overlap | |
|---|---|---|---|---|---|
| GPN | B | 3.52% | 3.4% | 3.4% |
CNAV Overweight 29 Positions Relative to FINX
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 6.72% | |
| AXON | A | 4.53% | |
| DAY | B | 3.85% | |
| FTNT | C | 3.73% | |
| VRT | B | 3.72% | |
| DASH | B | 3.61% | |
| LW | C | 3.58% | |
| NTNX | B | 3.55% | |
| VST | A | 3.42% | |
| IOT | A | 3.4% | |
| V | A | 3.33% | |
| FFIV | B | 3.28% | |
| CAH | B | 3.27% | |
| TRV | B | 3.24% | |
| WDAY | B | 3.2% | |
| MA | B | 3.16% | |
| DRI | B | 3.08% | |
| CMG | B | 3.07% | |
| DT | D | 3.04% | |
| PGR | A | 3.04% | |
| MCD | D | 2.97% | |
| NOC | D | 2.93% | |
| WFC | A | 2.86% | |
| BLDR | D | 2.83% | |
| SBAC | D | 2.74% | |
| MDLZ | F | 2.71% | |
| NKE | F | 2.7% | |
| CEG | C | 2.62% | |
| ERIE | D | 2.32% |
CNAV Underweight 41 Positions Relative to FINX
| Symbol | Grade | Weight | |
|---|---|---|---|
| PYPL | B | -7.2% | |
| FI | A | -7.15% | |
| FIS | C | -6.47% | |
| INTU | B | -5.35% | |
| SQ | A | -5.31% | |
| COIN | C | -5.2% | |
| SSNC | B | -4.33% | |
| TOST | B | -4.08% | |
| XRX | F | -3.95% | |
| GWRE | A | -3.77% | |
| AFRM | A | -3.26% | |
| SOFI | B | -3.09% | |
| JKHY | D | -2.96% | |
| BILL | A | -2.14% | |
| HQY | A | -1.94% | |
| ACIW | C | -1.41% | |
| UPST | B | -1.37% | |
| FOUR | A | -1.33% | |
| NCNO | C | -1.09% | |
| MARA | B | -1.08% | |
| PAYO | A | -0.88% | |
| ENV | B | -0.81% | |
| VIRT | A | -0.74% | |
| VERX | A | -0.69% | |
| STNE | F | -0.65% | |
| FLYW | B | -0.61% | |
| RIOT | C | -0.57% | |
| LMND | B | -0.52% | |
| MLNK | C | -0.41% | |
| DLO | C | -0.39% | |
| LC | C | -0.39% | |
| PAGS | F | -0.38% | |
| CIFR | C | -0.38% | |
| SPNS | F | -0.37% | |
| BLND | A | -0.24% | |
| LPRO | B | -0.18% | |
| PAY | A | -0.16% | |
| CTLP | B | -0.15% | |
| IIIV | C | -0.14% | |
| TREE | F | -0.14% | |
| MITK | C | -0.1% |
CNAV: Top Represented Industries & Keywords
FINX: Top Represented Industries & Keywords
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