LDSF vs. XRLX ETF Comparison

Comparison of First Trust Low Duration Strategic Focus ETF (LDSF) to FundX Conservative ETF (XRLX)

LDSF

First Trust Low Duration Strategic Focus ETF

LDSF Description

The investment seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$18.78

Average Daily Volume

73,824

Number of Holdings ^*

6

* may have additional holdings in another (foreign) market

XRLX

FundX Conservative ETF

XRLX Description

The ETF is an ETF-of-ETFs and as such invests primarily in ETFs ("underlying ETFs"). The underlying ETFs, in turn, invest primarily in individual securities such as common stocks and corporate or government bonds. Under normal market conditions, the ETF may invest in Core Equity underlying ETFs, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations.

Grade (RS Rating)

Last Trade

$42.02

Average Daily Volume

948

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	LDSF	XRLX
30 Days	0.80%	3.35%
60 Days	1.84%	8.35%
90 Days	0.87%	4.14%
12 Months	5.75%

1 Overlapping Holdings

	Symbol	Grade	Weight in LDSF	Weight in XRLX	Overlap
	FTSL	A	4.96%	6.89%	4.96%

LDSF Overweight 5 Positions Relative to XRLX

	Symbol	Grade	Weight
	LMBS	A	40.0%
	FSIG	A	35.06%
	HYLS	A	9.88%
	FTSM	B	5.0%
	IEI	A	4.99%

LDSF Underweight 9 Positions Relative to XRLX

	Symbol	Grade	Weight
	IWY	A	-6.91%
	VUG	A	-6.89%
	ANGL	A	-6.84%
	SCHG	A	-6.84%
	MGK	A	-6.82%
	QUAL	A	-6.61%
	IWF	A	-6.36%
	XLG	A	-6.32%
	VONG	A	-5.82%

LDSF: Top Represented Industries & Keywords

Industries:

Keywords: Exchange Traded Fund ETF Debt Securities Structured Finance Banking Bond Market Mortgage Backed Security Asset And Liability Management Asset Backed Security Bank Loans Bear Market ETF Bloomberg Barclays Us Aggregate Bond Index Bond Bond Market Index Commercial Mortgage Debt Distressed Securities Financial Market Government Bonds High Yield Debt

XRLX: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Stock Market Index Capitalization Weighted Index Index Fund Asset Backed Security Bank Loans Bond Bond Market Indices Corporate Bond Debt Securities Dow Jones U.S. Total Stock Market Index High Yield Debt MSCI EAFE Mortgage Backed Security Msci Us Reit Index Rate Bank Loans Russell 1000 Growth Total Return Index Russell 2000 Price Return Usd Russell 3000 Index