FSZ vs. IMOM ETF Comparison

Comparison of First Trust Switzerland AlphaDex Fund (FSZ) to International Quantitative Momentum ETF (IMOM)

FSZ

First Trust Switzerland AlphaDex Fund

FSZ 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 Defined Switzerland Index. The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in stocks and/or depositary receipts that comprise the index. It, using an "indexing" investment approach, attempts to replicate, before fees and expenses, the performance of the index. The index is designed by S&P to objectively identify and select securities from the S&P Switzerland BMI Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$62.27

Average Daily Volume

1,399

Number of Holdings ^*

3

* may have additional holdings in another (foreign) market

IMOM

International Quantitative Momentum ETF

IMOM Description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily-generally greater than 80%, but at least 65% of its net assets, plus any borrowings for investment purposes-in equity securities of international companies that Empowered Funds, LLC ("the Adviser") believes, based on quantitative analysis, have positive momentum. A "momentum" style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$27.89

Average Daily Volume

15,761

Number of Holdings ^*

6

* may have additional holdings in another (foreign) market

Performance

Period	FSZ	IMOM
30 Days	-1.25%	-3.69%
60 Days	-0.87%	-2.43%
90 Days	-0.61%	1.42%
12 Months	0.49%	10.74%

1 Overlapping Holdings

	Symbol	Grade	Weight in FSZ	Weight in IMOM	Overlap
	LOGI	D	2.93%	1.85%	1.85%

FSZ Overweight 2 Positions Relative to IMOM

	Symbol	Grade	Weight
	ABBV	D	4.86%
	NVS	B	0.85%

FSZ Underweight 5 Positions Relative to IMOM

	Symbol	Grade	Weight
	AER	A	-2.07%
	MUFG	D	-2.01%
	NMR	D	-1.91%
	TM	C	-1.88%
	STLA	D	-1.79%

FSZ: Top Represented Industries & Keywords

Industries: Drug Manufacturers - Major Computer Systems

Keywords: Eye Care Products Pharmaceutical Active Pharmaceutical Ingredients Adalimumab Advanced Prostate Cancer Anemia Animal Health Antibiotics Atopic Dermatitis Audiovisual Autoimmune Disease Biotechnology Blood Cancers Blood Test Chronic Idiopathic Constipation Combination Drugs Communication Products Constipation Contact Lens Contact Lenses

IMOM: Top Represented Industries & Keywords

Industries: Auto Manufacturers Airports & Air Services Banks - Global Capital Markets Computer Systems

Keywords: Asset Management Cars Financial Products Investment Bank Advisory Services Annuity Insurance Products Asset And Liability Management Asset Management Services Audiovisual Auto Parts Automotive Industry Automotive Manufacturers Bank Bank Deposits Care Insurance Products Cash Management Cash Management Services Chrysler Commercial Paper Communication Products