FPX vs. FCTE ETF Comparison
Comparison of First Trust IPOX-100 Index Fund (FPX) to SMI 3Fourteen Full-Cycle Trend ETF (FCTE)
FPX
First Trust IPOX-100 Index Fund
FPX 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 IPOX(R)-100 U.S. Index. 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 index is a modified, value-weighted price index measuring the performance of the top U.S. companies ranked quarterly by market capitalization in the IPOX(R) Global Composite Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$111.44
Average Daily Volume
15,587
84
FCTE
SMI 3Fourteen Full-Cycle Trend ETF
FCTE Description
The fund is actively managed and typically owns 20 domestic stocks that are normally included in the S&P 500 Index ("S&P 500"). The FCT strategy is based on a proprietary model developed by 3Fourteen that selects stocks based on quality stock screens and trend factors such as return on capital and cash flow stability, earnings growth, return on investment, momentum, linear regression and trend analysis. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.48
Average Daily Volume
113,504
20
Performance
Period | FPX | FCTE |
---|---|---|
30 Days | 1.87% | -3.60% |
60 Days | 7.63% | -1.98% |
90 Days | 18.48% | 3.09% |
12 Months | 40.15% |
0 Overlapping Holdings
Symbol | Grade | Weight in FPX | Weight in FCTE | Overlap |
---|
FPX Overweight 84 Positions Relative to FCTE
Symbol | Grade | Weight | |
---|---|---|---|
CARR | D | 7.05% | |
IOT | C | 6.91% | |
REGN | F | 5.71% | |
PLTR | B | 5.22% | |
CEG | B | 4.43% | |
DASH | A | 4.05% | |
GEV | A | 3.5% | |
APP | B | 3.42% | |
KVUE | B | 3.3% | |
CRWD | C | 2.4% | |
DUOL | A | 2.36% | |
TPG | B | 1.85% | |
ABNB | B | 1.8% | |
RBLX | A | 1.74% | |
PCVX | C | 1.6% | |
VRT | B | 1.5% | |
DTM | A | 1.46% | |
HOOD | B | 1.29% | |
RKT | D | 1.21% | |
DKNG | F | 1.15% | |
VLTO | D | 1.12% | |
CR | B | 1.11% | |
COIN | C | 1.11% | |
OWL | B | 1.1% | |
CRBG | B | 1.01% | |
RYAN | C | 0.98% | |
JXN | B | 0.96% | |
KNF | A | 0.9% | |
HQY | B | 0.9% | |
FNF | C | 0.89% | |
NSIT | F | 0.88% | |
GEHC | D | 0.87% | |
VERX | B | 0.84% | |
SNOW | C | 0.83% | |
NRG | B | 0.79% | |
ESAB | A | 0.72% | |
TOST | A | 0.72% | |
UTHR | A | 0.67% | |
AZEK | C | 0.66% | |
COHR | B | 0.64% | |
THC | C | 0.62% | |
RDDT | A | 0.56% | |
COOP | D | 0.55% | |
GKOS | B | 0.54% | |
SOLV | B | 0.54% | |
OSCR | C | 0.53% | |
NUVL | D | 0.52% | |
KNTK | B | 0.52% | |
DOCS | A | 0.49% | |
PSN | A | 0.48% | |
CNX | B | 0.48% | |
ACT | D | 0.47% | |
ACLX | B | 0.4% | |
SLVM | B | 0.38% | |
NPAB | D | 0.37% | |
LNW | D | 0.36% | |
FOUR | B | 0.36% | |
TMDX | F | 0.35% | |
BSY | F | 0.32% | |
STEP | B | 0.31% | |
SGBX | F | 0.31% | |
ROIV | D | 0.3% | |
RBRK | A | 0.3% | |
RVMD | A | 0.3% | |
PECO | B | 0.29% | |
PRCT | A | 0.29% | |
CRDO | A | 0.28% | |
KYMR | C | 0.27% | |
ZETA | C | 0.26% | |
RNA | C | 0.23% | |
BROS | B | 0.23% | |
KRYS | C | 0.22% | |
ITRI | A | 0.2% | |
LTH | D | 0.2% | |
VRRM | F | 0.19% | |
OGN | D | 0.19% | |
KROS | A | 0.19% | |
PHIN | C | 0.17% | |
RXST | D | 0.17% | |
INTA | B | 0.16% | |
GRND | A | 0.15% | |
ACVA | F | 0.13% | |
DYN | F | 0.13% | |
FA | D | 0.11% |
FPX Underweight 20 Positions Relative to FCTE
FPX: Top Represented Industries & Keywords
FCTE: Top Represented Industries & Keywords