EIPX vs. KRUZ ETF Comparison

Comparison of FT Energy Income Partners Strategy ETF (EIPX) to Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF (KRUZ)

EIPX

FT Energy Income Partners Strategy ETF

EIPX Description

FT Energy Income Partners Strategy ETF is an exchange traded fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Energy Income Partners LLC. It invests in public equity markets. It invests in stocks of companies operating across energy, oil, gas and consumable fuel, oil and gas exploration and production, oil and gas production, mixed, manufactured, and liquefied petroleum gas production, oil and gas refining and marketing, oil and gas storage and transportation sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. Traded Fund IV - FT Energy Income Partners Strategy ETF was formed on November 2, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$23.00

Average Daily Volume

23,408

Number of Holdings ^*

* may have additional holdings in another (foreign) market

KRUZ

Series Portfolios Trust Unusual Whales Subversive Republican Trading ETF

KRUZ Description

The fund is an actively managed diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in equity securities of publicly traded companies that sitting Republican members of United States Congress and/or their families also have reported to have invested in through public disclosure filings made by such Congresspersons pursuant to the Stop Trading on Congressional Knowledge Act ("STOCK Act").

Grade (RS Rating)

Last Trade

$28.65

Average Daily Volume

8,500

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EIPX	KRUZ
30 Days	-0.48%	-4.94%
60 Days	6.38%	-1.99%
90 Days	9.42%	2.47%
12 Months	20.16%	20.64%

1 Overlapping Holdings

	Symbol	Grade	Weight in EIPX	Weight in KRUZ	Overlap
	SHEL	A	6.62%	1.98%	1.98%

EIPX Overweight 8 Positions Relative to KRUZ

Symbol	Grade	Weight
EPD	B	7.14%
TTE	A	5.49%
ET	A	5.12%
BP	A	3.95%
XOM	B	3.71%
PAGP	B	3.64%
MPLX	A	3.55%
KMI	A	2.88%

EIPX Underweight 9 Positions Relative to KRUZ

Symbol	Grade	Weight
FIX	D	-2.42%
INTC	F	-2.19%
COP	B	-2.18%
NVDA	C	-1.99%
ELV	A	-1.88%
ACN	F	-1.86%
AMZN	B	-1.66%
NGL	C	-1.63%
CVX	A	-1.43%