FCUS vs. JFWD ETF Comparison

Comparison of Pinnacle Focused Opportunities ETF (FCUS) to Jacob Funds Inc. Jacob Forward ETF (JFWD)
FCUS

Pinnacle Focused Opportunities ETF

FCUS Description

The investment seeks long term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective primarily by investing in a focused portfolio of U.S. equity securities. The fund's manager manages its portfolio based on its proprietary model. The fund’s portfolio excludes certain equity securities, such as limited partnerships, closed-end investment companies, and warrants. It is non-diversified.

Grade (RS Rating)

Last Trade

$26.85

Average Daily Volume

5,327

Number of Holdings *

10

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

Jacob Funds Inc. Jacob Forward ETF

JFWD Description The Jacob Forward ETF is an exchange-traded fund incorporated in the US. This fund seeks long-term growth of capital. The Fund seeks to achieve its investment objective by investing in common stocks and other equity securities of companies of all sizes. The Fund may have significant exposure to the information technology sector.

Grade (RS Rating)

Last Trade

$9.66

Average Daily Volume

921

Number of Holdings *

38

* may have additional holdings in another (foreign) market
Performance
Period FCUS JFWD
30 Days -5.64% -11.65%
60 Days 1.66% -10.58%
90 Days 8.82% -3.06%
12 Months 32.50% 17.26%
0 Overlapping Holdings
Symbol Grade Weight in FCUS Weight in JFWD Overlap
FCUS Overweight 10 Positions Relative to JFWD
Symbol Grade Weight
MSTR D 6.54%
COIN B 5.33%
VST A 5.31%
HOOD B 5.02%
SMCI C 4.61%
CRWD C 4.22%
WING A 4.14%
NTNX C 3.96%
VRT A 3.66%
ESTC B 3.54%
FCUS Underweight 38 Positions Relative to JFWD
Symbol Grade Weight
PRCH C -6.33%
DKNG C -5.58%
ATEC F -5.41%
HRTX D -4.81%
INSE F -4.53%
TELA F -4.31%
DOCS F -4.18%
SQ C -4.15%
HROW F -4.03%
OPRX D -3.95%
NET C -3.68%
ESPR D -3.63%
KRYS D -3.58%
MDB C -3.17%
IMMR C -3.14%
Z D -2.7%
INVE D -2.66%
CDNA F -2.5%
HCP A -2.45%
CFLT C -2.32%
ATHM D -2.06%
TWLO C -1.74%
IDYA C -1.5%
SOFI C -1.49%
HUYA B -1.39%
MOMO D -1.33%
CDXS D -1.17%
APLS D -1.06%
SMTC A -1.06%
BRZE D -1.03%
PI A -0.99%
ARCT F -0.96%
APPS F -0.89%
CRSP F -0.8%
BEAM F -0.59%
ZH D -0.51%
PHR F -0.36%
SDGR F -0.16%
Compare ETFs