FXU vs. SIMS ETF Comparison
Comparison of First Trust Utilities AlphaDEX Fund (FXU) to SPDR S&P Kensho Intelligent Structures ETF (SIMS)
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
$32.71
Average Daily Volume
70,941
39
SIMS
SPDR S&P Kensho Intelligent Structures ETF
SIMS Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.61
Average Daily Volume
4,720
43
Performance
| Period | FXU | SIMS |
|---|---|---|
| 30 Days | 2.67% | -3.52% |
| 60 Days | 6.48% | -1.90% |
| 90 Days | 10.51% | 0.92% |
| 12 Months | -0.67% | 0.83% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FXU | Weight in SIMS | Overlap |
|---|
FXU Overweight 39 Positions Relative to SIMS
| Symbol | Grade | Weight | |
|---|---|---|---|
| ED | A | 4.29% | |
| AGR | A | 4.26% | |
| ETR | A | 4.21% | |
| NFG | A | 4.15% | |
| OGE | A | 4.14% | |
| EVRG | A | 4.09% | |
| VST | A | 4.05% | |
| HE | F | 3.88% | |
| XEL | C | 3.43% | |
| NI | A | 3.4% | |
| PCG | A | 3.38% | |
| CWEN | A | 3.35% | |
| EXC | B | 3.35% | |
| PNW | A | 3.35% | |
| PEG | A | 3.34% | |
| SRE | B | 3.27% | |
| DUK | A | 2.55% | |
| IDA | B | 2.55% | |
| D | A | 2.54% | |
| AEE | B | 2.52% | |
| CNP | B | 2.52% | |
| LNT | A | 2.49% | |
| ATO | A | 2.48% | |
| DTE | B | 2.44% | |
| NEE | A | 1.72% | |
| WEC | A | 1.68% | |
| FE | B | 1.67% | |
| PPL | B | 1.66% | |
| CMS | B | 1.66% | |
| EIX | A | 1.65% | |
| AEP | B | 1.64% | |
| WTRG | B | 1.63% | |
| ES | A | 0.85% | |
| RSG | A | 0.85% | |
| SO | A | 0.84% | |
| AWK | C | 0.82% | |
| WM | B | 0.82% | |
| CLH | A | 0.81% | |
| AES | A | 0.78% |
FXU Underweight 43 Positions Relative to SIMS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AYI | C | -3.54% | |
| ITRI | A | -3.42% | |
| PSN | C | -3.29% | |
| XYL | A | -3.15% | |
| PNR | B | -3.15% | |
| JCI | A | -3.06% | |
| TTEK | A | -3.04% | |
| ALRM | C | -3.03% | |
| REZI | D | -3.02% | |
| SLAB | D | -2.89% | |
| GNRC | A | -2.8% | |
| CARR | C | -2.71% | |
| BMI | A | -2.69% | |
| ADTN | F | -2.65% | |
| HON | C | -2.55% | |
| CNM | A | -2.51% | |
| DOOR | A | -2.46% | |
| AY | A | -2.33% | |
| QCOM | B | -2.15% | |
| EMR | B | -2.13% | |
| GTLS | A | -2.07% | |
| BLNK | F | -2.03% | |
| ERII | F | -2.0% | |
| AME | B | -1.94% | |
| MWA | B | -1.93% | |
| BP | A | -1.88% | |
| TEL | A | -1.84% | |
| BE | F | -1.82% | |
| CHPT | F | -1.81% | |
| ROP | C | -1.68% | |
| SHLS | F | -1.61% | |
| LOGI | F | -1.56% | |
| NVEE | F | -1.54% | |
| ON | F | -1.49% | |
| STM | F | -1.45% | |
| BIDU | F | -1.42% | |
| STEM | F | -1.34% | |
| ROKU | D | -0.96% | |
| CWCO | D | -0.94% | |
| MVIS | F | -0.57% | |
| REKR | F | -0.5% | |
| WBX | F | -0.25% | |
| LUNA | F | -0.12% |
FXU: Top Represented Industries & Keywords
SIMS: Top Represented Industries & Keywords
Compare ETFs
