FXU vs. PXJ ETF Comparison
Comparison of First Trust Utilities AlphaDEX Fund (FXU) to PowerShares Dynamic Oil Services (PXJ)
FXU
First Trust Utilities AlphaDEX Fund
FXU 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 StrataQuant(R) Utilities Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.
Grade (RS Rating)
Last Trade
$40.41
Average Daily Volume
63,420
39
PXJ
PowerShares Dynamic Oil Services
PXJ Description
The PowerShares Dynamic Oil & Gas Services Portfolio (Fund) is based on the Dynamic Oil & Gas Services IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is composed of stocks of 30 U.S. companies that assist in the production, processing and distribution of oil and gas. The Underlying Intellidex Index may include companies that are engaged in the drilling of oil and gas wells; manufacturing oil and gas field machinery and equipment; or providing services to the oil and gas industry, such as well analysis, platform and pipeline engineering and construction, logistics and transportation services, oil and gas well emergency management and geophysical data acquisition and processing. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$30.56
Average Daily Volume
24,198
28
Performance
| Period | FXU | PXJ |
|---|---|---|
| 30 Days | 3.80% | 10.74% |
| 60 Days | 6.16% | 2.00% |
| 90 Days | 13.01% | 0.40% |
| 12 Months | 36.87% | 9.08% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FXU | Weight in PXJ | Overlap |
|---|
FXU Overweight 39 Positions Relative to PXJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| VST | B | 4.93% | |
| PNW | B | 4.27% | |
| NRG | B | 4.16% | |
| NFG | A | 4.15% | |
| AGR | B | 4.14% | |
| UGI | A | 3.97% | |
| EXC | C | 3.97% | |
| ETR | B | 3.73% | |
| SRE | A | 3.63% | |
| CEG | D | 3.55% | |
| PCG | A | 3.5% | |
| CNP | B | 3.45% | |
| ATO | A | 3.44% | |
| OGE | B | 3.43% | |
| EVRG | A | 3.38% | |
| ED | D | 3.05% | |
| IDA | A | 2.81% | |
| XEL | A | 2.63% | |
| NI | A | 2.61% | |
| AEE | A | 2.57% | |
| WTRG | B | 2.47% | |
| DUK | C | 2.4% | |
| DTE | C | 2.31% | |
| CWEN | C | 2.22% | |
| PPL | B | 1.68% | |
| WEC | A | 1.68% | |
| LNT | A | 1.65% | |
| D | C | 1.64% | |
| CMS | C | 1.59% | |
| EIX | B | 1.58% | |
| AEP | D | 1.54% | |
| RSG | A | 0.85% | |
| CLH | B | 0.84% | |
| PEG | A | 0.82% | |
| SO | D | 0.8% | |
| FE | C | 0.77% | |
| AWK | D | 0.76% | |
| NEE | D | 0.74% | |
| AES | F | 0.57% |
FXU Underweight 28 Positions Relative to PXJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| BKR | B | -6.39% | |
| FTI | A | -5.59% | |
| SLB | C | -5.07% | |
| HAL | C | -5.06% | |
| PTEN | C | -4.72% | |
| NOV | C | -4.7% | |
| WFRD | D | -4.07% | |
| WTTR | B | -3.51% | |
| AROC | B | -3.4% | |
| WHD | B | -3.12% | |
| USAC | B | -3.02% | |
| TDW | F | -2.99% | |
| CLB | B | -2.98% | |
| OII | B | -2.91% | |
| HP | B | -2.88% | |
| DHT | F | -2.86% | |
| ACDC | C | -2.85% | |
| NVGS | C | -2.8% | |
| VTOL | B | -2.77% | |
| PUMP | B | -2.76% | |
| RES | D | -2.63% | |
| NBR | C | -2.61% | |
| HLX | B | -2.58% | |
| LBRT | D | -2.48% | |
| INSW | F | -2.41% | |
| ECO | F | -2.28% | |
| STNG | F | -2.2% | |
| LPG | F | -2.0% |
FXU: Top Represented Industries & Keywords
PXJ: Top Represented Industries & Keywords
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