FMCX vs. IWFH ETF Comparison

Comparison of FMC Excelsior Focus Equity ETF (FMCX) to iShares Virtual Work and Life Multisector ETF (IWFH)
FMCX

FMC Excelsior Focus Equity ETF

FMCX Description

The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$28.83

Average Daily Volume

579

Number of Holdings *

52

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

iShares Virtual Work and Life Multisector ETF

IWFH Description The iShares Virtual Work and Life Multisector ETF seeks to track the investment results of an index composed of U.S. and non-U.S. companies that provide products, services and technologies that empower individuals to work remotely, and support increasingly virtual way of life across entertainment, wellness and learning.

Grade (RS Rating)

Last Trade

$15.54

Average Daily Volume

637

Number of Holdings *

47

* may have additional holdings in another (foreign) market
Performance
Period FMCX IWFH
30 Days 5.02% 7.51%
60 Days -0.63% -0.23%
90 Days 5.06% 5.03%
12 Months 21.34% 10.98%
2 Overlapping Holdings
Symbol Grade Weight in FMCX Weight in IWFH Overlap
MSFT B 4.79% 2.17% 2.17%
MTCH F 3.18% 1.78% 1.78%
FMCX Overweight 50 Positions Relative to IWFH
Symbol Grade Weight
AAPL B 6.93%
UNH C 6.84%
KKR B 6.14%
IAC D 5.35%
AMZN C 5.01%
GDDY A 4.98%
LBRDK F 4.24%
LSXMK F 4.22%
GGG D 3.98%
PYPL D 3.9%
LSXMA F 1.79%
GOOGL A 1.77%
LBRDA F 1.74%
PG A 1.3%
PM B 1.21%
YUM B 1.18%
CMCSA F 1.13%
MCD F 1.12%
AMGN B 1.11%
KEYS D 1.06%
VUSB A 0.92%
ICSH A 0.92%
GILD F 0.87%
CL A 0.85%
MO A 0.84%
ENTG D 0.82%
ARWR F 0.72%
NKE F 0.68%
HON B 0.6%
DHR A 0.55%
GOOG A 0.5%
BAX F 0.47%
YUMC F 0.42%
MUSA B 0.4%
SPGI B 0.37%
MTX B 0.33%
KEX A 0.33%
EQR C 0.3%
JPM C 0.3%
MUR D 0.25%
V D 0.21%
FWONK C 0.21%
BKNG B 0.19%
FLWS D 0.15%
GD B 0.13%
BATRK C 0.11%
PNR B 0.1%
FWONA C 0.05%
VMEO D 0.03%
BATRA C 0.02%
FMCX Underweight 45 Positions Relative to IWFH
Symbol Grade Weight
SPOT B -3.02%
DOCU C -2.54%
NFLX A -2.45%
RNG C -2.41%
DASH D -2.21%
TYL A -2.15%
LRN C -2.06%
SNAP C -2.05%
MNDY B -2.02%
VRNT C -2.0%
BOX D -1.96%
NET F -1.82%
SMAR D -1.8%
PD F -1.79%
ZM D -1.77%
IQ C -1.76%
TTWO C -1.7%
EA D -1.7%
DBX F -1.63%
DUOL F -1.55%
BRZE F -1.46%
HIMS C -1.33%
EVBG D -1.33%
FIVN F -1.31%
TDOC F -1.24%
ASAN D -1.16%
ROKU F -1.12%
YY D -1.07%
PTON F -0.92%
BMBL D -0.8%
PWSC D -0.69%
MOMO D -0.65%
MITK D -0.62%
BAND C -0.5%
CLBT C -0.41%
HUYA C -0.4%
WEAV F -0.37%
CCSI D -0.36%
CHGG F -0.36%
DADA F -0.34%
EGHT D -0.33%
RUM C -0.32%
FUBO F -0.29%
INST D -0.23%
LPSN F -0.06%
Compare ETFs