FFTY vs. FXO ETF Comparison
Comparison of Innovator IBD 50 Fund ETF (FFTY) to First Trust Financials AlphaDEX (FXO)
FFTY
Innovator IBD 50 Fund ETF
FFTY Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in companies included in the IBD® 50 Index. It is actively managed. Under normal circumstances, the fund will invest in a portfolio of U.S.-listed, exchange-traded equities. FFTY picks 50 leading growth companies that trade on US exchanges, potentially including ADRs. After screening out securities with extreme recent price movements, the universe is ranked by a composite of 11 different fundamental and technical metrics. The top 50 stocks are weighted in tiers, with more weight given to higher-ranking companies. Components of the index are reviewed on a weekly basis. Based on market-wide technical signals, FFTY may substitute half of its equity portfolio with Treasury bills. The index will remain half equity, half T-bills until a reversal signal occurs. Its worth noting that the funds high-turnover strategy could lead to poor tracking and/or taxable capital gains payouts.
Grade (RS Rating)
Last Trade
$30.76
Average Daily Volume
74,777
50
FXO
First Trust Financials AlphaDEX
FXO 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 StrataQuant(R) Financials Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$57.42
Average Daily Volume
54,562
101
Performance
Period | FFTY | FXO |
---|---|---|
30 Days | 11.41% | 7.73% |
60 Days | 13.97% | 12.20% |
90 Days | 16.25% | 14.01% |
12 Months | 37.05% | 49.93% |
FFTY Overweight 48 Positions Relative to FXO
Symbol | Grade | Weight | |
---|---|---|---|
HIMS | C | 3.77% | |
POWL | C | 3.6% | |
NVDA | B | 3.59% | |
VRT | B | 3.58% | |
STRL | A | 3.57% | |
FIX | A | 3.52% | |
PLTR | B | 3.47% | |
ATAT | C | 3.46% | |
DOCS | C | 3.28% | |
ARM | F | 3.22% | |
CLS | A | 3.21% | |
YOU | D | 3.09% | |
NTRA | A | 3.05% | |
BWIN | C | 3.0% | |
ANET | C | 3.0% | |
EME | A | 2.99% | |
HROW | D | 2.95% | |
DUOL | A | 2.92% | |
BGNE | D | 2.79% | |
ADMA | B | 2.77% | |
IOT | A | 2.07% | |
MNDY | C | 2.05% | |
CWAN | B | 2.03% | |
RCL | A | 2.01% | |
FTAI | A | 2.01% | |
LNTH | D | 1.99% | |
IBKR | A | 1.99% | |
AXON | A | 1.99% | |
ONON | A | 1.92% | |
AFRM | A | 1.12% | |
TT | A | 1.0% | |
MELI | C | 1.0% | |
VITL | D | 0.99% | |
NOW | A | 0.99% | |
FOUR | A | 0.99% | |
TVTX | B | 0.98% | |
HWM | A | 0.97% | |
NFLX | A | 0.96% | |
PACS | F | 0.51% | |
KVYO | C | 0.51% | |
FTNT | C | 0.51% | |
ALNY | D | 0.51% | |
AGX | B | 0.5% | |
DY | D | 0.49% | |
DECK | B | 0.49% | |
AMSC | B | 0.49% | |
TOST | B | 0.48% | |
ZETA | D | 0.46% |
FFTY Underweight 99 Positions Relative to FXO
Symbol | Grade | Weight | |
---|---|---|---|
JHG | B | -1.82% | |
JEF | A | -1.81% | |
GS | A | -1.8% | |
KKR | A | -1.75% | |
AGO | B | -1.74% | |
TPG | A | -1.73% | |
WTM | A | -1.72% | |
TROW | B | -1.67% | |
CINF | A | -1.66% | |
BEN | C | -1.62% | |
AMG | B | -1.6% | |
ALL | A | -1.56% | |
PGR | A | -1.54% | |
WBS | A | -1.48% | |
MTG | C | -1.46% | |
BPOP | C | -1.45% | |
RNR | C | -1.43% | |
EG | C | -1.42% | |
UNM | A | -1.4% | |
COLB | B | -1.38% | |
BX | A | -1.37% | |
SEIC | B | -1.36% | |
FNB | A | -1.35% | |
ACGL | C | -1.35% | |
OMF | A | -1.34% | |
HLI | A | -1.34% | |
EQH | C | -1.31% | |
LNC | C | -1.28% | |
OZK | B | -1.28% | |
MKL | A | -1.26% | |
AXS | A | -1.23% | |
L | A | -1.21% | |
GL | C | -1.19% | |
FHN | A | -1.18% | |
WFC | A | -1.17% | |
BRK.A | B | -1.17% | |
ALLY | C | -1.17% | |
ZION | B | -1.15% | |
MS | A | -1.15% | |
EWBC | A | -1.14% | |
CNA | C | -1.14% | |
WTFC | A | -1.1% | |
MTB | A | -1.09% | |
HBAN | A | -1.08% | |
NTRS | A | -1.07% | |
FCNCA | A | -1.06% | |
UWMC | D | -1.02% | |
NU | C | -1.01% | |
C | A | -0.99% | |
SOFI | B | -0.98% | |
STT | B | -0.97% | |
BRO | B | -0.96% | |
CRBG | B | -0.95% | |
SLM | A | -0.95% | |
MCO | B | -0.92% | |
HIG | B | -0.9% | |
CB | C | -0.9% | |
AFL | B | -0.89% | |
AMP | A | -0.69% | |
CMA | B | -0.68% | |
OWL | A | -0.68% | |
FHB | B | -0.68% | |
VIRT | A | -0.67% | |
BAC | A | -0.67% | |
PB | B | -0.66% | |
JPM | A | -0.66% | |
PNC | B | -0.65% | |
RF | A | -0.65% | |
CFG | B | -0.65% | |
FITB | B | -0.64% | |
TRV | B | -0.63% | |
BOKF | B | -0.63% | |
USB | A | -0.63% | |
BK | A | -0.62% | |
WRB | A | -0.61% | |
ORI | A | -0.61% | |
WAL | B | -0.61% | |
VOYA | B | -0.59% | |
RJF | A | -0.38% | |
APO | B | -0.38% | |
SF | B | -0.36% | |
DFS | B | -0.36% | |
CFR | B | -0.36% | |
PNFP | B | -0.36% | |
CBSH | B | -0.35% | |
KEY | B | -0.33% | |
MORN | B | -0.31% | |
AIZ | A | -0.31% | |
AIG | B | -0.3% | |
PRU | A | -0.3% | |
AJG | A | -0.3% | |
RGA | A | -0.3% | |
AFG | A | -0.3% | |
PFG | D | -0.29% | |
STWD | C | -0.28% | |
FAF | A | -0.28% | |
FNF | B | -0.28% | |
XP | F | -0.27% | |
AGNC | C | -0.26% |
FFTY: Top Represented Industries & Keywords
FXO: Top Represented Industries & Keywords