FMCX vs. SRHR ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to SRH REIT Covered Call ETF (SRHR)
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
$28.41
Average Daily Volume
832
52
SRHR
SRH REIT Covered Call ETF
SRHR Description
Under normal circumstances, the fund invests at least 80% of its net assets in Real Estate Investment Trusts ("REITs") that are publicly traded on domestic stock exchanges. In addition, the fund strategically implements an option strategy consisting of writing (selling) U.S. exchange-traded covered call options on the REITs in the fund"s portfolio. The fund is non-diversified.Grade (RS Rating)
Last Trade
$55.71
Average Daily Volume
83
10
Performance
| Period | FMCX | SRHR |
|---|---|---|
| 30 Days | 0.19% | -0.82% |
| 60 Days | 0.80% | -4.58% |
| 90 Days | 2.81% | -1.04% |
| 12 Months | 22.39% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FMCX | Weight in SRHR | Overlap |
|---|
FMCX Overweight 52 Positions Relative to SRHR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | B | 6.93% | |
| UNH | C | 6.84% | |
| KKR | C | 6.14% | |
| IAC | B | 5.35% | |
| AMZN | A | 5.01% | |
| GDDY | A | 4.98% | |
| MSFT | C | 4.79% | |
| LBRDK | F | 4.24% | |
| LSXMK | D | 4.22% | |
| GGG | D | 3.98% | |
| PYPL | C | 3.9% | |
| MTCH | F | 3.18% | |
| LSXMA | D | 1.79% | |
| GOOGL | B | 1.77% | |
| LBRDA | F | 1.74% | |
| PG | A | 1.3% | |
| PM | A | 1.21% | |
| YUM | C | 1.18% | |
| CMCSA | D | 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 | D | 0.68% | |
| HON | C | 0.6% | |
| DHR | C | 0.55% | |
| GOOG | B | 0.5% | |
| BAX | F | 0.47% | |
| YUMC | F | 0.42% | |
| MUSA | D | 0.4% | |
| SPGI | C | 0.37% | |
| MTX | A | 0.33% | |
| KEX | A | 0.33% | |
| EQR | A | 0.3% | |
| JPM | B | 0.3% | |
| MUR | C | 0.25% | |
| V | C | 0.21% | |
| FWONK | B | 0.21% | |
| BKNG | B | 0.19% | |
| FLWS | D | 0.15% | |
| GD | A | 0.13% | |
| BATRK | C | 0.11% | |
| PNR | C | 0.1% | |
| FWONA | B | 0.05% | |
| VMEO | D | 0.03% | |
| BATRA | B | 0.02% |
FMCX: Top Represented Industries & Keywords
SRHR: Top Represented Industries & Keywords
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