FORH vs. FDL ETF Comparison
Comparison of Formidable ETF (FORH) to First Trust Morningstar ETF (FDL)
FORH
Formidable ETF
FORH Description
ETF Opportunities Trust - Formidable ETF is an exchange traded fund launched by ETF Opportunities Trust. The fund is co-managed by Formidable Asset Management, LLC and Toroso Asset Management. It invests in the public equity markets across the globe. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies operating across diversified market capitalization. The fund employs fundamental and quantitative analysis with bottom-up and top-down stock picking approach to create its portfolio. It employs internal and external research to create its portfolio. ETF Opportunities Trust - Formidable ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$22.64
Average Daily Volume
2,141
25
FDL
First Trust Morningstar ETF
FDL Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Morningstar(R) Dividend Leaders Index(SM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The objective of the index is to offer investors a benchmark for dividend portfolios as well as a means to invest in a portfolio of stocks that have a consistent record of growing dividends as well as the ability to sustain them. The fund is non-diversified.Grade (RS Rating)
Last Trade
$41.69
Average Daily Volume
385,736
10
Performance
Period | FORH | FDL |
---|---|---|
30 Days | -4.05% | -0.19% |
60 Days | 1.48% | 2.19% |
90 Days | 3.08% | 7.16% |
12 Months | 7.36% | 30.38% |
1 Overlapping Holdings
Symbol | Grade | Weight in FORH | Weight in FDL | Overlap | |
---|---|---|---|---|---|
MO | A | 5.38% | 4.56% | 4.56% |
FORH Overweight 24 Positions Relative to FDL
Symbol | Grade | Weight | |
---|---|---|---|
ACTG | F | 8.04% | |
FLUX | F | 5.62% | |
JD | B | 4.59% | |
ET | A | 4.22% | |
BTI | C | 3.78% | |
BABA | B | 3.47% | |
ARLP | A | 3.34% | |
RPRX | D | 3.08% | |
NEM | D | 2.98% | |
AMT | D | 2.62% | |
PYPL | B | 2.37% | |
NEP | F | 1.95% | |
UEC | B | 1.91% | |
HES | B | 1.82% | |
VALE | D | 1.58% | |
JNPR | A | 1.58% | |
VKTX | C | 1.53% | |
ATO | B | 1.15% | |
CPRI | F | 1.1% | |
CTMX | F | 1.05% | |
NVDA | B | 1.02% | |
VRT | B | 0.95% | |
BCAB | C | 0.86% | |
SMCI | F | 0.52% |
FORH: Top Represented Industries & Keywords
FDL: Top Represented Industries & Keywords