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: Top Represented Industries & Keywords
TDI: Top Represented Industries & Keywords
Industries:
Banks - Global
Banks - Regional - Latin America
Copper
Drug Manufacturers - Major
Electronic Gaming & Multimedia
Gold
Information Technology Services
Specialty Retail
Keywords:
Bank
Copper
Investment Bank
Investment Banking
Mining
Pension Fund Management
Accounting Services
Active Pharmaceutical Ingredients
Acute Care Services
Advisory Services
American Depositary Receipt
Animal Health
Antibiotics
Asset And Liability Management
Asset Management
Asset Management Products
Bank Deposits
Banking
Biotechnology
Blood Test