FCTR vs. IQM ETF Comparison
Comparison of First Trust Lunt U.S. Factor Rotation ETF (FCTR) to Franklin Intelligent Machines ETF (IQM)
FCTR
First Trust Lunt U.S. Factor Rotation ETF
FCTR 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 Lunt Capital Large Cap Factor Rotation Index (the "index"). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide exposure to U.S. large cap equities grouped into four separate factors, with factors emphasized within the index as they come into favor in the U.S. marketplace. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$34.96
Average Daily Volume
7,711
166
IQM
Franklin Intelligent Machines ETF
IQM Description
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies that are relevant to its investment theme of intelligent machines. The fund invests predominantly in common stock. Although it may invest across economic sectors, the advisor expects to have significant positions in particular sectors including technology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$67.25
Average Daily Volume
4,400
49
Performance
Period | FCTR | IQM |
---|---|---|
30 Days | 10.76% | 5.12% |
60 Days | 12.56% | 6.18% |
90 Days | 18.21% | 9.34% |
12 Months | 37.60% | 41.14% |
17 Overlapping Holdings
Symbol | Grade | Weight in FCTR | Weight in IQM | Overlap | |
---|---|---|---|---|---|
AAPL | A | 0.66% | 4.22% | 0.66% | |
ADSK | B | 0.42% | 1.94% | 0.42% | |
AVGO | D | 0.43% | 1.98% | 0.43% | |
AXON | A | 1.45% | 5.68% | 1.45% | |
BSY | D | 0.37% | 0.38% | 0.37% | |
CDNS | B | 0.54% | 4.11% | 0.54% | |
CRWD | B | 0.68% | 0.87% | 0.68% | |
ETN | A | 0.3% | 1.03% | 0.3% | |
IDXX | F | 0.31% | 0.71% | 0.31% | |
ISRG | B | 0.91% | 5.81% | 0.91% | |
KLAC | D | 0.32% | 1.23% | 0.32% | |
MPWR | F | 0.31% | 0.17% | 0.17% | |
NVDA | C | 0.77% | 13.69% | 0.77% | |
PLTR | B | 2.43% | 0.35% | 0.35% | |
PWR | A | 0.37% | 2.7% | 0.37% | |
ROP | B | 0.42% | 0.83% | 0.42% | |
SNPS | B | 0.44% | 3.83% | 0.44% |
FCTR Overweight 149 Positions Relative to IQM
Symbol | Grade | Weight | |
---|---|---|---|
APP | B | 3.82% | |
MSTR | C | 2.06% | |
VST | B | 1.86% | |
MSI | B | 1.73% | |
FICO | A | 1.51% | |
PAYX | B | 1.42% | |
BR | A | 1.37% | |
SYK | B | 1.36% | |
MA | A | 1.36% | |
V | A | 1.34% | |
ANET | C | 1.24% | |
ADP | A | 1.1% | |
CTAS | A | 1.05% | |
ARES | A | 1.04% | |
APO | A | 1.03% | |
CL | D | 1.01% | |
TDG | D | 0.99% | |
YUM | B | 0.95% | |
BRO | A | 0.94% | |
VRSK | A | 0.93% | |
HOOD | B | 0.92% | |
FI | A | 0.92% | |
FDS | B | 0.9% | |
ROL | A | 0.9% | |
VRSN | C | 0.87% | |
ITW | A | 0.84% | |
TT | A | 0.82% | |
THC | D | 0.81% | |
ACGL | D | 0.8% | |
LDOS | D | 0.8% | |
HWM | B | 0.79% | |
SYY | C | 0.77% | |
EME | B | 0.77% | |
ICE | D | 0.77% | |
TPL | B | 0.75% | |
TRGP | B | 0.73% | |
LLY | D | 0.72% | |
MANH | C | 0.7% | |
KKR | A | 0.68% | |
MCD | D | 0.65% | |
VICI | C | 0.63% | |
PH | A | 0.62% | |
IRM | C | 0.61% | |
TJX | A | 0.6% | |
TTD | B | 0.59% | |
NET | B | 0.58% | |
DDOG | B | 0.56% | |
RCL | A | 0.56% | |
HUBS | B | 0.55% | |
NI | A | 0.55% | |
MMC | A | 0.54% | |
ZS | C | 0.53% | |
SBAC | D | 0.53% | |
LNG | A | 0.52% | |
KO | D | 0.52% | |
FAST | A | 0.52% | |
PG | A | 0.52% | |
TOL | B | 0.52% | |
NOW | A | 0.51% | |
SNOW | C | 0.51% | |
TTWO | A | 0.51% | |
PPL | A | 0.51% | |
ORCL | B | 0.51% | |
FE | D | 0.5% | |
SRE | B | 0.5% | |
PANW | B | 0.5% | |
ETR | A | 0.5% | |
MSCI | B | 0.49% | |
DRI | B | 0.49% | |
RBLX | C | 0.49% | |
LNT | A | 0.49% | |
DUK | C | 0.49% | |
WEC | A | 0.48% | |
PGR | A | 0.48% | |
DASH | A | 0.47% | |
NFLX | B | 0.47% | |
SPGI | B | 0.47% | |
ROST | C | 0.47% | |
BSX | B | 0.47% | |
CMS | B | 0.46% | |
ERIE | D | 0.45% | |
BLK | C | 0.45% | |
LMT | D | 0.45% | |
DPZ | B | 0.45% | |
META | D | 0.45% | |
AEE | A | 0.45% | |
SO | C | 0.44% | |
AVB | A | 0.43% | |
ED | C | 0.43% | |
ALNY | D | 0.43% | |
ORLY | A | 0.43% | |
EIX | A | 0.43% | |
KDP | D | 0.42% | |
PHM | D | 0.42% | |
GLPI | B | 0.42% | |
URI | B | 0.41% | |
AEP | C | 0.41% | |
PPG | D | 0.41% | |
O | D | 0.41% | |
MDB | C | 0.4% | |
EXC | C | 0.4% | |
DXCM | C | 0.4% | |
EQR | A | 0.4% | |
NOC | D | 0.4% | |
DTE | C | 0.4% | |
AFL | A | 0.4% | |
MDT | D | 0.39% | |
BDX | F | 0.39% | |
KMB | C | 0.39% | |
MCO | A | 0.39% | |
CARR | D | 0.38% | |
AWK | D | 0.38% | |
LW | C | 0.37% | |
ADBE | C | 0.37% | |
VRTX | D | 0.37% | |
INTU | C | 0.37% | |
LII | B | 0.37% | |
NVR | D | 0.36% | |
BX | B | 0.36% | |
MSFT | C | 0.36% | |
OKE | B | 0.36% | |
GIS | D | 0.35% | |
PSA | C | 0.34% | |
AMT | D | 0.34% | |
COST | A | 0.34% | |
DHI | D | 0.34% | |
CSL | B | 0.33% | |
HCA | F | 0.33% | |
RIVN | D | 0.32% | |
FCNCA | B | 0.31% | |
BKNG | A | 0.29% | |
GWW | A | 0.28% | |
ATO | A | 0.27% | |
CPAY | A | 0.26% | |
CSCO | A | 0.25% | |
RSG | A | 0.24% | |
HON | B | 0.24% | |
BRK.A | B | 0.24% | |
CHD | B | 0.23% | |
CB | C | 0.23% | |
CMG | B | 0.22% | |
WM | A | 0.22% | |
AME | A | 0.22% | |
PEP | F | 0.2% | |
HSY | F | 0.19% | |
PCAR | B | 0.19% | |
MDLZ | F | 0.19% | |
MNST | B | 0.19% | |
LECO | C | 0.17% |
FCTR Underweight 32 Positions Relative to IQM
Symbol | Grade | Weight | |
---|---|---|---|
TSLA | B | -4.41% | |
TSM | D | -4.01% | |
ASML | F | -2.83% | |
AMAT | F | -2.3% | |
AMD | F | -2.02% | |
TER | D | -1.4% | |
ADI | D | -1.32% | |
APH | B | -1.32% | |
UBER | D | -1.31% | |
PTC | A | -1.29% | |
GEV | B | -1.24% | |
VRT | B | -1.23% | |
ALTR | B | -1.22% | |
VMI | A | -1.19% | |
LRCX | D | -1.12% | |
ZBRA | A | -0.98% | |
AVAV | D | -0.91% | |
KEYS | B | -0.83% | |
PRCT | B | -0.7% | |
TXN | D | -0.66% | |
ENTG | D | -0.61% | |
BKR | C | -0.57% | |
IOT | B | -0.53% | |
TRMB | B | -0.47% | |
NXPI | D | -0.45% | |
FSLR | F | -0.37% | |
PSTG | D | -0.35% | |
SITM | B | -0.32% | |
MCHP | D | -0.3% | |
FTI | A | -0.26% | |
OII | B | -0.26% | |
ALGN | D | -0.23% |
FCTR: Top Represented Industries & Keywords
IQM: Top Represented Industries & Keywords