KMID vs. FCUS ETF Comparison
Comparison of Virtus KAR Mid-Cap ETF (KMID) to Pinnacle Focused Opportunities ETF (FCUS)
KMID
Virtus KAR Mid-Cap ETF
KMID Description
The fund advisor pursues long-term capital appreciation in the medium capitalization sector while seeking less market risk than the Russell Midcap® Index. The fund advisor invests in medium market capitalization companies believed by Kayne Anderson Rudnick Investment Management, LLC, the fund"s sub-adviser, to be undervalued relative to their future growth potential. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$25.83
Average Daily Volume
12,545
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
FCUS
Pinnacle Focused Opportunities ETF
FCUS Description
The investment seeks long term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective primarily by investing in a focused portfolio of U.S. equity securities. The fund's manager manages its portfolio based on its proprietary model. The fund’s portfolio excludes certain equity securities, such as limited partnerships, closed-end investment companies, and warrants. It is non-diversified.Grade (RS Rating)
Last Trade
$34.98
Average Daily Volume
4,537
Number of Holdings
*
28
* may have additional holdings in another (foreign) market
Performance
| Period | KMID | FCUS |
|---|---|---|
| 30 Days | 4.99% | 15.88% |
| 60 Days | 19.23% | |
| 90 Days | 20.74% | |
| 12 Months | 57.38% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KMID | Weight in FCUS | Overlap | |
|---|---|---|---|---|---|
| FICO | B | 3.28% | 3.31% | 3.28% |
KMID Overweight 24 Positions Relative to FCUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AME | A | 6.31% | |
| TDY | B | 4.11% | |
| HEI | B | 4.06% | |
| EFX | F | 3.98% | |
| LII | A | 3.97% | |
| WST | C | 3.92% | |
| POOL | C | 3.92% | |
| ROST | C | 3.88% | |
| ODFL | B | 3.82% | |
| DPZ | C | 3.82% | |
| PNR | A | 3.68% | |
| VRSK | A | 3.63% | |
| WAB | B | 3.57% | |
| BRO | B | 3.55% | |
| NDSN | B | 3.5% | |
| ROL | B | 3.42% | |
| BSY | D | 3.25% | |
| LPLA | A | 3.1% | |
| MSCI | C | 2.94% | |
| ALGN | D | 2.92% | |
| BR | A | 2.92% | |
| FDS | B | 2.64% | |
| WRB | A | 2.47% | |
| MPWR | F | 2.35% |
KMID Underweight 27 Positions Relative to FCUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -7.4% | |
| PLTR | B | -5.53% | |
| TPL | A | -4.61% | |
| SFM | A | -4.09% | |
| INSM | C | -3.97% | |
| CVNA | B | -3.97% | |
| GWRE | A | -3.96% | |
| TRGP | B | -3.5% | |
| ALNY | D | -3.38% | |
| UAL | A | -3.35% | |
| CRS | A | -3.31% | |
| HOOD | B | -3.3% | |
| MTZ | B | -3.09% | |
| ALSN | B | -3.05% | |
| NCLH | B | -2.99% | |
| ETR | B | -2.97% | |
| IRM | D | -2.74% | |
| HWM | A | -2.59% | |
| JEF | A | -2.56% | |
| PSN | D | -2.5% | |
| CCL | B | -2.5% | |
| MLI | C | -2.45% | |
| GRMN | B | -2.28% | |
| CBRE | B | -2.22% | |
| UTHR | C | -2.14% | |
| LDOS | C | -1.94% | |
| PCVX | D | -1.76% |
KMID: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Capital Markets
Aerospace & Defense
Apparel Stores
Insurance - Property & Casualty
Insurance Brokers
Leisure
Medical Devices
Medical Instruments & Supplies
Railroads
Restaurants
Scientific & Technical Instruments
Semiconductors
Software - Application
Software - Infrastructure
Trucking
FCUS: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Infrastructure
Leisure
Metal Fabrication
Airlines
Asset Management
Auto Parts
Business Services
Diversified Industrials
Engineering & Construction
Grocery Stores
Information Technology Services
Oil & Gas Midstream
Real Estate - General
Real Estate Services
Scientific & Technical Instruments
Software - Application
Specialty Industrial Machinery
Specialty Retail
Utilities - Diversified
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