FTCS vs. TWIO ETF Comparison
Comparison of First Trust Capital Strength ETF (FTCS) to Trajan Wealth Income Opportunities ETF (TWIO)
FTCS
First Trust Capital Strength ETF
FTCS 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 Capital Strength Index(TM). The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. In constructing the index, the index Provider begins with the largest 500 U.S. companies included in the NASDAQ US Benchmark Index and excludes the following: companies with less than $1 billion in cash and short term investments; companies with long-term debt divided by market capitalization greater than 30%; and companies with return on equity less than 15%.
Grade (RS Rating)
Last Trade
$92.82
Average Daily Volume
241,158
50
TWIO
Trajan Wealth Income Opportunities ETF
TWIO Description
Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is an exchange traded fund launched and managed by OBP Capital, LLC. The fund is co-managed by Trajan Wealth, LLC. It invests in the public equity and fixed income markets of the United States. For it equity portion, 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. For its fixed income, the fund primarily invests in preferred securities and income producing fixed income securities with varying maturities. The fund employs fundamental analysis with bottom-up and top-down securities picking approach to create its portfolio. Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$9.36
Average Daily Volume
6,892
17
Performance
Period | FTCS | TWIO |
---|---|---|
30 Days | 1.64% | 0.90% |
60 Days | 2.36% | -0.80% |
90 Days | 4.11% | 1.18% |
12 Months | 21.83% | 13.66% |
FTCS Overweight 46 Positions Relative to TWIO
Symbol | Grade | Weight | |
---|---|---|---|
EA | A | 2.28% | |
SNA | A | 2.23% | |
AMP | A | 2.19% | |
PKG | A | 2.18% | |
COP | C | 2.17% | |
V | A | 2.17% | |
AON | A | 2.16% | |
SYK | C | 2.15% | |
BLK | C | 2.12% | |
BRO | B | 2.11% | |
WMT | A | 2.11% | |
MSI | B | 2.1% | |
CSX | B | 2.1% | |
HON | B | 2.1% | |
ADP | B | 2.08% | |
TJX | A | 2.08% | |
COST | B | 2.08% | |
PAYX | C | 2.06% | |
MA | C | 2.06% | |
COR | B | 2.06% | |
CSCO | B | 2.06% | |
EXPD | D | 2.03% | |
CTSH | B | 2.02% | |
MMC | B | 2.02% | |
PG | A | 2.02% | |
MSFT | F | 2.02% | |
HD | A | 2.01% | |
MCO | B | 1.98% | |
AFL | B | 1.98% | |
UNP | C | 1.97% | |
CB | C | 1.95% | |
PPG | F | 1.91% | |
ACGL | D | 1.91% | |
ROST | C | 1.91% | |
ELV | F | 1.9% | |
NOC | D | 1.9% | |
CL | D | 1.9% | |
JNJ | D | 1.9% | |
GD | F | 1.9% | |
RNR | C | 1.88% | |
KMB | D | 1.88% | |
LIN | D | 1.88% | |
PEP | F | 1.85% | |
VLTO | D | 1.84% | |
LMT | D | 1.78% | |
REGN | F | 1.56% |
FTCS: Top Represented Industries & Keywords
TWIO: Top Represented Industries & Keywords