FTXO vs. SJIM ETF Comparison

Comparison of First Trust Nasdaq Bank ETF (FTXO) to Inverse Cramer Tracker ETF (SJIM)
FTXO

First Trust Nasdaq Bank ETF

FTXO 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 Nasdaq US Smart Banks Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depository receipts that comprise the underlying index. The index is designed to provide exposure to U.S. companies comprising the banking sector that have been selected based upon their liquidity and weighted based upon their cumulative score on three investing factors: volatility, value and growth. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.63

Average Daily Volume

23,341

Number of Holdings *

41

* may have additional holdings in another (foreign) market
SJIM

Inverse Cramer Tracker ETF

SJIM Description The fund is an actively managed exchange traded fund that seeks to achieve its investment objective by engaging in transactions designed to perform the opposite of the return of the investments recommended by television personality Jim Cramer ("Cramer").

Grade (RS Rating)

Last Trade

$19.78

Average Daily Volume

1,595

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period FTXO SJIM
30 Days 1.14% -4.11%
60 Days 5.07% -7.60%
90 Days 8.52% -7.16%
12 Months 44.33%
2 Overlapping Holdings
Symbol Grade Weight in FTXO Weight in SJIM Overlap
KEY C 2.75% 3.22% 2.75%
WFC B 8.23% 3.1% 3.1%
FTXO Overweight 39 Positions Relative to SJIM
Symbol Grade Weight
C A 8.62%
BAC B 8.37%
JPM B 7.94%
USB C 7.48%
CFG A 4.28%
FCNCA B 4.26%
PNC A 4.05%
FITB A 4.04%
MTB A 4.0%
HBAN A 3.88%
RF B 3.66%
FHN A 1.96%
WBS D 1.75%
EWBC A 1.6%
NYCB D 1.41%
CMA B 1.4%
FNB A 1.35%
WAL C 1.29%
PNFP C 1.24%
ZION A 1.19%
ONB A 1.18%
BPOP A 1.17%
WTFC A 1.13%
SSB D 1.13%
OZK B 1.11%
UBSI D 1.01%
SNV C 0.98%
HOMB A 0.87%
CFR C 0.78%
ABCB B 0.78%
UMBF B 0.7%
CBSH A 0.69%
IBOC A 0.58%
WSFS A 0.55%
CATY D 0.54%
FBP A 0.49%
AX A 0.49%
FFIN C 0.47%
SFBS C 0.46%
FTXO Underweight 8 Positions Relative to SJIM
Symbol Grade Weight
USO C -5.1%
BITO D -5.0%
NFLX D -3.47%
AA A -3.23%
VZ D -3.2%
SBSW D -3.2%
CVX B -3.15%
LLY D -3.07%
Compare ETFs