FINX vs. IYG ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to iShares U.S. Financial Services ETF (IYG)

FINX

Global X FinTech Thematic ETF

FINX Description

The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$25.15

Average Daily Volume

100,790

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IYG

iShares U.S. Financial Services ETF

IYG Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$62.66

Average Daily Volume

70,350

Number of Holdings ^*

102

* may have additional holdings in another (foreign) market

Performance

Period	FINX	IYG
30 Days	-5.17%	-2.74%
60 Days	-2.18%	0.71%
90 Days	4.62%	5.86%
12 Months	21.09%	21.68%

3 Overlapping Holdings

Symbol	Grade	Weight in FINX	Weight in IYG	Overlap
COIN	B	5.21%	0.86%	0.86%
SOFI	F	2.05%	0.15%	0.15%
VIRT	A	0.54%	0.04%	0.04%

FINX Overweight 38 Positions Relative to IYG

Symbol	Grade	Weight
PYPL	B	6.66%
FIS	A	6.47%
SQ	D	5.85%
INTU	C	5.84%
GPN	C	4.51%
SSNC	C	4.37%
JKHY	C	3.54%
XRX	D	3.45%
TOST	B	2.85%
GWRE	C	2.64%
AFRM	D	2.38%
HQY	C	2.03%
BILL	F	1.89%
STNE	D	1.3%
FOUR	F	1.04%
NCNO	D	1.03%
ACIW	B	1.01%
MARA	F	0.99%
ENV	A	0.91%
AMK	B	0.77%
PAGS	D	0.73%
DLO	F	0.73%
FLYW	F	0.73%
UPST	F	0.56%
VERX	B	0.53%
RIOT	F	0.52%
SPNS	B	0.5%
MLNK	F	0.38%
LMND	F	0.33%
CIFR	B	0.27%
LC	D	0.25%
MITK	B	0.2%
BLND	D	0.17%
LPRO	F	0.17%
IIIV	A	0.15%
CTLP	D	0.13%
TREE	D	0.13%
PAY	A	0.11%

FINX Underweight 99 Positions Relative to IYG

Symbol	Grade	Weight
BRK.A	C	-15.05%
JPM	B	-10.84%
V	C	-8.95%
MA	C	-7.87%
BAC	A	-5.05%
WFC	A	-4.17%
SPGI	C	-2.75%
GS	A	-2.61%
AXP	B	-2.56%
C	A	-2.33%
MS	A	-2.22%
BLK	C	-2.19%
SCHW	A	-2.14%
BX	C	-1.82%
ICE	C	-1.57%
CME	C	-1.55%
KKR	B	-1.33%
USB	C	-1.33%
PNC	B	-1.23%
MCO	C	-1.22%
COF	A	-1.09%
TFC	B	-1.0%
APO	B	-0.99%
BK	C	-0.86%
AMP	B	-0.85%
MSCI	D	-0.85%
DFS	A	-0.62%
TROW	B	-0.53%
NDAQ	A	-0.48%
FITB	B	-0.48%
STT	B	-0.47%
RJF	A	-0.47%
ARES	C	-0.46%
MTB	B	-0.46%
HBAN	A	-0.4%
LPLA	C	-0.4%
FCNCA	B	-0.39%
RF	B	-0.36%
NTRS	B	-0.35%
SYF	C	-0.34%
FDS	D	-0.33%
CFG	B	-0.32%
KEY	B	-0.28%
EQH	A	-0.24%
TW	C	-0.24%
IBKR	A	-0.24%
ALLY	A	-0.21%
EWBC	C	-0.21%
CG	B	-0.2%
HOOD	A	-0.19%
MKTX	F	-0.17%
MORN	B	-0.17%
BEN	D	-0.16%
SF	B	-0.16%
FHN	B	-0.16%
WBS	C	-0.16%
VOYA	D	-0.15%
JEF	C	-0.15%
OWL	A	-0.15%
CMA	B	-0.14%
SEIC	C	-0.14%
CFR	A	-0.14%
IVZ	C	-0.14%
PNFP	C	-0.13%
SSB	C	-0.13%
WAL	D	-0.13%
HLI	B	-0.13%
OMF	A	-0.12%
PB	C	-0.12%
ESNT	C	-0.12%
ZION	B	-0.12%
WTFC	C	-0.12%
CBSH	A	-0.12%
BPOP	C	-0.12%
SNV	C	-0.11%
MTG	C	-0.11%
AMG	B	-0.11%
OZK	A	-0.1%
SLM	A	-0.1%
FNB	C	-0.1%
RDN	B	-0.1%
FCFS	A	-0.1%
JHG	B	-0.09%
HOMB	C	-0.09%
UBSI	C	-0.09%
LAZ	C	-0.09%
FFIN	C	-0.08%
GBCI	D	-0.08%
CACC	C	-0.07%
TPG	C	-0.07%
UMBF	C	-0.07%
FHI	B	-0.06%
VLY	F	-0.06%
BOKF	B	-0.05%
NYCB	F	-0.04%
NATL	A	-0.03%
RKT	D	-0.03%
TFSL	D	-0.01%
UWMC	D	-0.01%