FTHI vs. XJH ETF Comparison

Comparison of First Trust High Income ETF (FTHI) to iShares ESG Screened S&P Mid-Cap ETF (XJH)

FTHI

First Trust High Income ETF

FTHI Description

The investment seeks current income; capital appreciation is a secondary objective. The fund will pursue its objectives by investing in large cap equity securities listed on U.S. exchanges and by utilizing an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on the Standard & Poor's 500(c) Index (the "index"). The market value of the option strategy may be up to 20% of the fund's overall net asset value. The equity securities in which the fund will invest and the options which the fund will write will be limited to U.S. exchange-traded securities and options. It is non-diversified.

Grade (RS Rating)

Last Trade

$22.96

Average Daily Volume

199,468

Number of Holdings ^*

165

* may have additional holdings in another (foreign) market

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$42.24

Average Daily Volume

18,102

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

Performance

Period	FTHI	XJH
30 Days	1.98%	2.11%
60 Days	3.02%	1.85%
90 Days	2.93%	6.74%
12 Months	18.25%	25.07%

30 Overlapping Holdings

Symbol	Grade	Weight in FTHI	Weight in XJH	Overlap
AM	B	0.38%	0.2%	0.2%
AMH	D	0.25%	0.51%	0.25%
ATR	B	0.23%	0.42%	0.23%
BRBR	B	0.64%	0.31%	0.31%
CVLT	B	0.45%	0.27%	0.27%
DTM	C	0.36%	0.3%	0.3%
EHC	B	0.36%	0.37%	0.36%
EWBC	C	0.35%	0.47%	0.35%
EXP	B	0.47%	0.4%	0.4%
FLO	C	0.23%	0.19%	0.19%
FNF	B	0.36%	0.62%	0.36%
GAP	F	0.28%	0.18%	0.18%
GGG	C	0.28%	0.58%	0.28%
HLI	C	0.39%	0.34%	0.34%
INGR	B	0.61%	0.36%	0.36%
KNSL	D	0.35%	0.4%	0.35%
KRC	C	0.34%	0.18%	0.18%
LANC	F	0.38%	0.15%	0.15%
LOPE	D	0.27%	0.16%	0.16%
MEDP	F	0.5%	0.35%	0.35%
MUSA	D	0.18%	0.37%	0.18%
NEU	D	0.18%	0.15%	0.15%
PPC	D	0.37%	0.07%	0.07%
SBRA	C	0.32%	0.17%	0.17%
SFM	B	0.35%	0.42%	0.35%
SLM	C	0.46%	0.2%	0.2%
TOL	A	0.47%	0.64%	0.47%
UMBF	C	0.39%	0.19%	0.19%
USFD	C	0.38%	0.56%	0.38%
WSO	C	0.33%	0.64%	0.33%

FTHI Overweight 135 Positions Relative to XJH

Symbol	Grade	Weight
MSFT	C	7.07%
AAPL	C	5.94%
NVDA	C	5.54%
AMZN	C	3.71%
META	B	2.57%
GOOGL	D	2.11%
BXMT	C	1.82%
GOOG	D	1.78%
BRK.A	C	1.77%
AVGO	C	1.66%
LLY	D	1.52%
SLG	C	1.44%
JPM	D	1.28%
TSLA	C	1.12%
UL	B	1.1%
UNH	C	1.09%
CCEP	C	1.06%
JXN	B	1.04%
XOM	D	0.99%
V	C	0.98%
LADR	D	0.96%
CRNX	D	0.94%
HD	B	0.88%
MA	B	0.87%
MO	C	0.86%
COST	C	0.85%
PG	C	0.85%
ABBV	B	0.75%
VST	B	0.68%
PTVE	D	0.68%
WMT	B	0.66%
CALM	B	0.64%
MRK	F	0.64%
CCI	C	0.64%
NFLX	B	0.62%
NVS	C	0.58%
KO	B	0.57%
CRM	C	0.55%
AMD	C	0.55%
IDA	B	0.54%
STNG	D	0.53%
BAC	D	0.52%
PEP	D	0.5%
ADBE	F	0.49%
ORCL	B	0.49%
MDT	B	0.49%
TMO	B	0.48%
INSM	D	0.48%
MMC	C	0.45%
GILD	B	0.45%
LIN	B	0.44%
DELL	C	0.42%
ALSN	B	0.42%
BMY	C	0.42%
INTU	D	0.42%
CAT	B	0.41%
ARES	B	0.4%
ITW	B	0.4%
WFC	D	0.39%
VZ	A	0.39%
DHR	B	0.39%
QCOM	D	0.38%
IBM	B	0.38%
GE	C	0.38%
TXN	B	0.38%
SCCO	C	0.38%
NOW	C	0.38%
IIPR	B	0.38%
AMGN	D	0.37%
CME	B	0.37%
AMT	C	0.37%
DECK	C	0.37%
SPGI	C	0.36%
ISRG	C	0.36%
AMAT	D	0.36%
T	B	0.36%
PM	C	0.36%
HESM	D	0.36%
RTX	B	0.35%
IDCC	B	0.35%
SLVM	C	0.35%
NVO	F	0.35%
DUK	B	0.34%
PSA	C	0.34%
REYN	C	0.33%
UNP	D	0.33%
TJX	C	0.33%
FTI	D	0.33%
ADP	C	0.32%
BAH	B	0.32%
DHT	C	0.31%
LOW	B	0.31%
PFE	D	0.31%
VEEV	C	0.3%
MGEE	C	0.29%
BKU	D	0.29%
GS	B	0.29%
BKNG	B	0.29%
O	B	0.28%
SBLK	C	0.28%
HON	C	0.28%
LMT	A	0.28%
NEE	B	0.27%
TMUS	B	0.26%
MATX	B	0.26%
CNA	D	0.25%
COP	F	0.25%
CVX	F	0.24%
OGN	D	0.23%
CL	C	0.23%
BLK	B	0.22%
OTTR	F	0.22%
EQIX	B	0.21%
SO	B	0.21%
PAYX	C	0.2%
PFGC	B	0.2%
XEL	B	0.18%
CVBF	D	0.17%
MSI	B	0.16%
WEC	B	0.16%
EXR	C	0.16%
GEV	B	0.13%
NHI	C	0.13%
SFNC	C	0.13%
KAR	D	0.13%
ELV	D	0.13%
TGT	C	0.12%
BX	C	0.12%
D	C	0.09%
GIS	B	0.09%
MDLZ	C	0.09%
BDX	D	0.08%
AJG	D	0.05%
SPG	B	0.05%
SYK	C	0.05%

FTHI Underweight 325 Positions Relative to XJH

Symbol	Grade	Weight
CSL	B	-0.84%
EME	B	-0.81%
LII	C	-0.79%
WSM	C	-0.78%
BURL	C	-0.7%
MANH	B	-0.68%
THC	C	-0.66%
RS	D	-0.66%
RPM	B	-0.65%
UTHR	B	-0.63%
OC	C	-0.62%
PSTG	F	-0.61%
RGA	C	-0.59%
IBKR	B	-0.57%
WPC	C	-0.56%
RNR	B	-0.56%
GLPI	C	-0.56%
ELS	D	-0.55%
XPO	D	-0.54%
CASY	D	-0.54%
FIX	B	-0.54%
ERIE	B	-0.53%
BLD	C	-0.53%
FND	C	-0.52%
DT	C	-0.51%
WING	C	-0.5%
CLH	C	-0.5%
TTEK	C	-0.5%
JLL	B	-0.5%
NBIX	F	-0.49%
CUBE	C	-0.49%
CW	B	-0.49%
ITT	B	-0.48%
SAIA	D	-0.48%
RRX	C	-0.47%
LAMR	B	-0.47%
SCI	C	-0.47%
NVT	C	-0.47%
COHR	C	-0.46%
TXRH	B	-0.46%
REXR	C	-0.45%
CCK	B	-0.45%
FBIN	B	-0.44%
WMS	D	-0.43%
LECO	D	-0.43%
BJ	D	-0.43%
NLY	B	-0.42%
LNW	F	-0.41%
WWD	C	-0.41%
ARMK	B	-0.41%
SF	B	-0.4%
ONTO	C	-0.4%
OHI	C	-0.4%
ALLY	F	-0.39%
WTRG	D	-0.39%
CG	C	-0.39%
DUOL	C	-0.39%
CHDN	D	-0.38%
GPK	C	-0.38%
TPX	B	-0.38%
EQH	C	-0.38%
EGP	C	-0.37%
AFG	C	-0.37%
PRI	B	-0.37%
OLED	D	-0.37%
ORI	B	-0.37%
RGLD	C	-0.37%
SNX	C	-0.37%
FHN	D	-0.36%
NYT	B	-0.36%
TTC	F	-0.36%
HRB	C	-0.36%
EVR	B	-0.36%
KNX	C	-0.35%
AIT	B	-0.35%
WEX	C	-0.35%
NNN	B	-0.35%
DCI	C	-0.35%
CHE	C	-0.35%
CROX	C	-0.34%
LAD	B	-0.34%
WBS	C	-0.34%
CIEN	B	-0.34%
AA	C	-0.34%
BRX	C	-0.34%
X	F	-0.34%
VOYA	B	-0.33%
SKX	C	-0.33%
AXTA	B	-0.33%
SSD	C	-0.33%
UFPI	C	-0.33%
AYI	B	-0.33%
BERY	B	-0.32%
FCN	C	-0.32%
FYBR	C	-0.32%
GMED	D	-0.32%
CNM	F	-0.31%
TREX	F	-0.31%
MIDD	C	-0.31%
PNFP	C	-0.31%
PEN	D	-0.31%
EXEL	C	-0.31%
SSB	C	-0.31%
PLNT	C	-0.3%
ADC	C	-0.3%
KEX	C	-0.3%
LSCC	D	-0.3%
FR	C	-0.3%
CFR	C	-0.3%
LNTH	D	-0.3%
TMHC	B	-0.3%
WCC	C	-0.3%
MTZ	C	-0.3%
RGEN	F	-0.3%
CBSH	D	-0.3%
CR	B	-0.3%
HALO	D	-0.3%
MTN	D	-0.29%
DINO	F	-0.29%
ACHC	D	-0.29%
ZION	D	-0.29%
ARW	B	-0.29%
MKSI	F	-0.29%
PB	D	-0.29%
STAG	D	-0.29%
WFRD	F	-0.28%
HQY	C	-0.28%
GNTX	D	-0.28%
MTG	B	-0.28%
ESNT	B	-0.28%
WTFC	C	-0.28%
AAON	B	-0.28%
H	B	-0.28%
FAF	B	-0.28%
ALV	F	-0.28%
SEIC	B	-0.28%
JAZZ	D	-0.28%
UNM	B	-0.28%
PCTY	D	-0.28%
LPX	B	-0.27%
BRKR	D	-0.27%
AZPN	B	-0.27%
CRUS	D	-0.27%
OSK	F	-0.27%
NOV	F	-0.27%
SNV	D	-0.27%
HR	B	-0.27%
CGNX	F	-0.27%
MSA	D	-0.27%
ELF	F	-0.26%
CYTK	F	-0.26%
FLS	C	-0.26%
G	C	-0.26%
STWD	B	-0.26%
WH	B	-0.26%
LSTR	D	-0.26%
LFUS	C	-0.26%
KBH	C	-0.26%
R	C	-0.26%
RLI	B	-0.25%
CBT	B	-0.25%
VNO	B	-0.25%
NOVT	D	-0.25%
LEA	D	-0.25%
CMC	D	-0.25%
GXO	D	-0.25%
ONB	D	-0.25%
CHX	F	-0.24%
EXLS	B	-0.24%
DAR	F	-0.24%
COKE	C	-0.24%
DBX	C	-0.24%
AGCO	D	-0.24%
OLLI	C	-0.24%
ESAB	C	-0.24%
SIGI	D	-0.23%
XRAY	D	-0.23%
FNB	D	-0.23%
WTS	C	-0.23%
EXPO	B	-0.23%
WHR	C	-0.23%
BC	C	-0.23%
SRCL	B	-0.23%
CLF	F	-0.23%
VMI	C	-0.23%
THO	C	-0.23%
MTSI	C	-0.23%
POST	B	-0.23%
KRG	C	-0.23%
AMG	C	-0.23%
HOMB	D	-0.22%
RH	C	-0.22%
VVV	D	-0.22%
FIVE	D	-0.22%
GBCI	C	-0.22%
THG	C	-0.22%
OPCH	C	-0.22%
MDU	B	-0.22%
SON	D	-0.22%
TKR	C	-0.22%
KD	F	-0.22%
ST	D	-0.22%
MMS	B	-0.22%
COLB	B	-0.22%
PVH	D	-0.22%
JHG	B	-0.21%
UGI	B	-0.21%
KNF	C	-0.21%
GTLS	F	-0.21%
GME	D	-0.21%
VNT	F	-0.21%
NXST	D	-0.21%
APPF	C	-0.2%
AVT	B	-0.2%
DOCS	B	-0.2%
GATX	D	-0.2%
POR	B	-0.2%
MASI	C	-0.2%
FFIN	C	-0.2%
BCO	B	-0.2%
HXL	F	-0.2%
CELH	F	-0.2%
CADE	C	-0.19%
OZK	F	-0.19%
NJR	C	-0.19%
IRT	C	-0.19%
UBSI	D	-0.19%
WLK	C	-0.19%
HOG	C	-0.19%
DLB	D	-0.18%
ASH	F	-0.18%
AN	C	-0.18%
ASGN	D	-0.18%
EEFT	F	-0.18%
CUZ	C	-0.18%
SWX	C	-0.18%
BDC	B	-0.18%
AVNT	B	-0.18%
CPRI	D	-0.18%
CNO	C	-0.18%
HWC	D	-0.18%
QLYS	D	-0.18%
PII	D	-0.18%
OGS	B	-0.17%
ENS	C	-0.17%
LITE	B	-0.17%
RMBS	F	-0.17%
SLGN	B	-0.17%
M	F	-0.17%
BYD	C	-0.17%
RYN	C	-0.17%
MSM	D	-0.16%
ORA	B	-0.16%
VLY	D	-0.16%
ROIV	D	-0.16%
SLAB	D	-0.15%
PCH	C	-0.15%
MAN	C	-0.15%
KMPR	D	-0.15%
EPR	C	-0.15%
PRGO	F	-0.15%
HAE	D	-0.15%
SR	B	-0.15%
IRDM	C	-0.14%
YETI	D	-0.14%
TCBI	C	-0.14%
POWI	F	-0.14%
ASB	D	-0.14%
COTY	D	-0.14%
NEOG	D	-0.14%
IBOC	D	-0.14%
BLKB	C	-0.14%
VAL	F	-0.14%
PBF	F	-0.14%
TEX	F	-0.14%
SMG	B	-0.13%
NYCB	D	-0.13%
PAG	D	-0.13%
TNL	C	-0.13%
AMKR	F	-0.13%
NSP	F	-0.13%
NVST	D	-0.13%
PK	D	-0.13%
NSA	C	-0.13%
CDP	B	-0.13%
BHF	F	-0.12%
CXT	F	-0.12%
FHI	B	-0.12%
WEN	C	-0.12%
CNXC	F	-0.12%
SYNA	D	-0.12%
ZI	D	-0.12%
CHH	B	-0.12%
AMED	D	-0.12%
ARWR	F	-0.11%
AZTA	F	-0.11%
COLM	C	-0.11%
LIVN	D	-0.11%
WU	C	-0.11%
RCM	C	-0.11%
GHC	B	-0.11%
TDC	D	-0.11%
GT	F	-0.1%
ZD	D	-0.1%
VAC	D	-0.1%
CRI	D	-0.1%
SAM	D	-0.1%
HGV	F	-0.1%
VC	F	-0.1%
ALTM	D	-0.1%
TGNA	C	-0.1%
ENOV	F	-0.09%
JWN	C	-0.09%
ALGM	D	-0.09%
VSH	F	-0.09%
MP	C	-0.08%
IPGP	D	-0.08%
ADNT	D	-0.08%
GEF	C	-0.07%
HELE	D	-0.06%
UAA	C	-0.06%
CAR	D	-0.06%
PGNY	F	-0.05%
UA	C	-0.05%
WOLF	F	-0.04%