FINX vs. TDI ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to Touchstone Dynamic International ETF (TDI)
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

$33.26

Average Daily Volume

67,274

Number of Holdings *

42

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

Touchstone Dynamic International ETF

TDI Description TDI provides broad exposure to the global equity markets outside the US. The fund may include common and preferred stocks, depositary receipts, REITs, as well as other exchange-traded funds. To construct the portfolio, the funds sub-adviser employs the Dynamic Alpha Stock Selection Model, a proprietary quantitative model that seeks to construct a risk-controlled, forward-looking portfolio that adapts to changing market conditions. The model estimates returns based on each securitys risk characteristics through a three-step process that utilizes fundamental data and statistical tools. An optimization process is then used to identify the portfolio of around 100-140 securities with the highest expected return for an acceptable level of risk. The fund rebalances periodically. On December 11, 2023, TDI converted from a mutual fund to an actively managed ETF with $62 million in assets.

Grade (RS Rating)

Last Trade

$29.28

Average Daily Volume

3,704

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period FINX TDI
30 Days 12.82% -2.79%
60 Days 18.91% -3.11%
90 Days 22.87% -3.30%
12 Months 56.16%
1 Overlapping Holdings
Symbol Grade Weight in FINX Weight in TDI Overlap
XRX F 3.95% 1.52% 1.52%
FINX Overweight 41 Positions Relative to TDI
Symbol Grade Weight
PYPL B 7.2%
FI A 7.15%
FIS C 6.47%
INTU B 5.35%
SQ A 5.31%
COIN C 5.2%
SSNC B 4.33%
TOST B 4.08%
GWRE A 3.77%
GPN B 3.4%
AFRM A 3.26%
SOFI B 3.09%
JKHY D 2.96%
BILL A 2.14%
HQY A 1.94%
ACIW B 1.41%
UPST B 1.37%
FOUR A 1.33%
NCNO C 1.09%
MARA B 1.08%
PAYO A 0.88%
ENV B 0.81%
VIRT A 0.74%
VERX A 0.69%
STNE F 0.65%
FLYW B 0.61%
RIOT C 0.57%
LMND B 0.52%
MLNK C 0.41%
DLO C 0.39%
LC A 0.39%
PAGS F 0.38%
CIFR C 0.38%
SPNS F 0.37%
BLND A 0.24%
LPRO B 0.18%
PAY A 0.16%
CTLP B 0.15%
IIIV C 0.14%
TREE F 0.14%
MITK C 0.1%
FINX Underweight 8 Positions Relative to TDI
Symbol Grade Weight
NVS F -2.15%
SE A -2.13%
BAP A -1.43%
GOLD C -1.35%
MUFG B -1.19%
PDD F -0.84%
SCCO F -0.69%
HSBH B -0.43%
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