EMOT vs. KONG ETF Comparison

Comparison of First Trust S&P 500 Economic Moat ETF (EMOT) to Formidable Fortress ETF (KONG)
EMOT

First Trust S&P 500 Economic Moat ETF

EMOT Description

Under normal conditions, the fund will invest at least 80% of its net assets in the securities that comprise the index. The index is designed to measure the performance of common stock of companies in the S&P 500® Index which are identified as having sustainable competitive advantages, or "an economic moat," as evidenced by their sustained high gross margins, sustained high return on invested capital and high market share. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$21.44

Average Daily Volume

2,420

Number of Holdings *

50

* may have additional holdings in another (foreign) market
KONG

Formidable Fortress ETF

KONG Description The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts, real estate investment trusts (REITs), and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe"). The fund's derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; and (iii) volatility-linked exchange-traded notes (ETNs). It is non-diversified.

Grade (RS Rating)

Last Trade

$30.78

Average Daily Volume

2,568

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period EMOT KONG
30 Days 2.55% 4.39%
60 Days 2.77% 5.75%
90 Days 3.98% 9.18%
12 Months 22.10%
7 Overlapping Holdings
Symbol Grade Weight in EMOT Weight in KONG Overlap
ADBE C 2.04% 3.07% 2.04%
ADP B 2.28% 2.33% 2.28%
GOOG C 1.86% 3.04% 1.86%
META D 2.09% 2.95% 2.09%
MSFT F 1.77% 2.53% 1.77%
NVDA C 2.19% 3.51% 2.19%
SPGI C 2.15% 3.17% 2.15%
EMOT Overweight 43 Positions Relative to KONG
Symbol Grade Weight
FTNT C 2.87%
ORCL B 2.56%
WMT A 2.47%
TPR B 2.43%
PM B 2.39%
BKNG A 2.38%
CSCO B 2.37%
ACN C 2.35%
SBUX A 2.33%
UNH C 2.3%
ORLY B 2.22%
LMT D 2.2%
LOW D 2.2%
HD A 2.19%
MA C 2.17%
BRK.A B 2.16%
MCD D 2.15%
INTU C 2.08%
AMZN C 2.05%
AVGO D 2.05%
AAPL C 2.02%
AZO C 2.02%
MCK B 2.0%
CPRT A 1.94%
PG A 1.94%
KMB D 1.9%
CL D 1.9%
VRSN F 1.9%
HPQ B 1.9%
KO D 1.89%
ZTS D 1.88%
TXN C 1.87%
CDNS B 1.84%
PEP F 1.82%
YUM B 1.82%
IDXX F 1.53%
MTD D 1.51%
NKE D 1.47%
KLAC D 1.4%
QCOM F 1.35%
AMAT F 1.35%
LRCX F 1.26%
EL F 1.08%
EMOT Underweight 26 Positions Relative to KONG
Symbol Grade Weight
TPL A -6.22%
IBKR A -3.8%
MKTX D -3.54%
FFIV B -3.54%
SNA A -3.27%
FAST B -3.19%
GLPI C -3.1%
CTSH B -3.09%
UTHR C -3.08%
GGG B -2.99%
RS B -2.99%
SNPS B -2.98%
DOX D -2.96%
ADM D -2.96%
PSA D -2.92%
JKHY D -2.84%
WST C -2.84%
JNJ D -2.81%
MNST C -2.8%
CHE D -2.78%
REGN F -2.76%
CTRA B -2.58%
VRTX F -2.49%
GNTX C -2.35%
EME C -2.33%
ERIE D -2.2%
Compare ETFs