JFWD vs. EKG ETF Comparison

Comparison of Jacob Funds Inc. Jacob Forward ETF (JFWD) to First Trust Nasdaq Lux Digital Health Solutions ETF (EKG)

JFWD

Jacob Funds Inc. Jacob Forward ETF

JFWD Description

The Jacob Forward ETF is an exchange-traded fund incorporated in the US. This fund seeks long-term growth of capital. The Fund seeks to achieve its investment objective by investing in common stocks and other equity securities of companies of all sizes. The Fund may have significant exposure to the information technology sector.

Grade (RS Rating)

Last Trade

$9.69

Average Daily Volume

1,142

Number of Holdings ^*

* may have additional holdings in another (foreign) market

EKG

First Trust Nasdaq Lux Digital Health Solutions ETF

EKG Description

First Trust Nasdaq Lux Digital Health Solutions ETF is an exchange traded fund launched and managed by First Trust Advisors LP. It invests in public equity markets of global region. It invests in stocks of companies operating across health care, health care equipment and services, health care technology sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Nasdaq Lux Health Tech Index, by using full replication technique. First Trust Nasdaq Lux Digital Health Solutions ETF was formed on March 22, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$15.98

Average Daily Volume

1,171

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	JFWD	EKG
30 Days	-11.03%	-3.97%
60 Days	-13.53%	-2.05%
90 Days	-2.94%	0.35%
12 Months	22.62%	-5.87%

2 Overlapping Holdings

	Symbol	Grade	Weight in JFWD	Weight in EKG	Overlap
	ATEC	D	5.37%	0.63%	0.63%
	DOCS	F	3.98%	1.33%	1.33%

JFWD Overweight 35 Positions Relative to EKG

Symbol	Grade	Weight
PRCH	D	6.31%
DKNG	C	5.51%
HRTX	D	4.53%
INSE	F	4.48%
SQ	D	4.2%
HROW	F	3.87%
ESPR	C	3.87%
OPRX	D	3.72%
TELA	F	3.68%
NET	C	3.68%
MDB	D	3.46%
KRYS	C	3.4%
IMMR	D	3.16%
INVE	F	2.82%
Z	F	2.78%
CDNA	C	2.58%
CFLT	F	2.45%
ATHM	D	2.13%
PHR	F	1.91%
TWLO	C	1.78%
SOFI	F	1.58%
IDYA	C	1.54%
HCP	A	1.47%
HUYA	A	1.37%
MOMO	C	1.34%
PI	A	1.17%
SMTC	A	1.15%
CDXS	C	1.11%
BRZE	F	1.08%
APLS	F	1.07%
ARCT	D	0.96%
APPS	F	0.85%
CRSP	F	0.76%
BEAM	F	0.52%
ZH	D	0.49%

JFWD Underweight 41 Positions Relative to EKG

Symbol	Grade	Weight
RMD	A	-10.15%
DXCM	D	-8.74%
ISRG	C	-7.87%
IQV	D	-7.68%
VEEV	D	-7.2%
NTRA	A	-4.29%
HOLX	A	-4.16%
EXAS	F	-4.14%
ALGN	F	-4.13%
PODD	D	-4.09%
QGEN	B	-3.94%
ILMN	D	-3.54%
INSP	A	-3.36%
GMED	D	-2.74%
MASI	D	-2.43%
OSCR	A	-1.56%
IRTC	B	-1.3%
PGNY	F	-1.27%
TMDX	A	-1.25%
TXG	F	-1.24%
HIMS	C	-1.1%
PRCT	A	-1.0%
GH	F	-0.98%
TNDM	A	-0.95%
TDOC	F	-0.94%
PRVA	F	-0.86%
NEO	F	-0.76%
MYGN	C	-0.73%
TWST	C	-0.7%
VCYT	D	-0.65%
ESTA	A	-0.62%
SDGR	F	-0.61%
LFST	C	-0.36%
CTKB	D	-0.31%
GDRX	B	-0.31%
QTRX	D	-0.29%
NNOX	D	-0.25%
ACCD	F	-0.21%
DH	F	-0.2%
ADPT	F	-0.17%
PACB	F	-0.15%

EKG: Top Represented Industries & Keywords

Industries: Diagnostics & Research Medical Devices Health Information Services Medical Instruments & Supplies Health Information Services Biotechnology Conglomerates Healthcare Plans Medical Care Facilities