PRMN vs. FINX ETF Comparison

Comparison of PlanRock Market Neutral Income ETF (PRMN) to Global X FinTech Thematic ETF (FINX)
PRMN

PlanRock Market Neutral Income ETF

PRMN Description

The fund strategy follows a proprietary, rules-based methodology that selects global high dividend-paying ETFs or stocks from those listed on an exchange and with significant underlying security liquidity, while using offsetting short positions through equity index futures. The strategy allocates to long and short equity index futures, volatility futures, options and options on futures to neutralize equity risk exposure and control volatility similar to the global bond market, while striving to achieve high dividend income and capital appreciation over the long-term.

Grade (RS Rating)

Last Trade

$28.92

Average Daily Volume

1,227

Number of Holdings *

8

* may have additional holdings in another (foreign) market
FINX

Global X FinTech Thematic ETF

FINX Description The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$29.02

Average Daily Volume

68,576

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period PRMN FINX
30 Days -1.26% 5.23%
60 Days -0.09% 5.46%
90 Days -2.00% 16.17%
12 Months 48.42%
0 Overlapping Holdings
Symbol Grade Weight in PRMN Weight in FINX Overlap
PRMN Overweight 8 Positions Relative to FINX
Symbol Grade Weight
DBMF D 25.84%
SCHD B 14.96%
HDEF D 14.65%
DVYE B 14.52%
VYMI D 14.46%
DES C 14.38%
CALF D 13.92%
DEM D 13.86%
PRMN Underweight 42 Positions Relative to FINX
Symbol Grade Weight
FI A -7.45%
PYPL B -7.38%
FIS B -7.28%
INTU D -5.16%
SQ B -5.11%
SSNC D -4.53%
GWRE B -3.99%
XRX F -3.87%
COIN C -3.71%
JKHY A -3.47%
GPN D -3.37%
TOST A -3.37%
AFRM A -2.98%
SOFI A -2.86%
HQY B -1.91%
BILL A -1.61%
ACIW C -1.4%
FOUR B -1.35%
UPST B -1.1%
NCNO B -1.1%
MARA D -0.97%
ENV A -0.9%
PAYO B -0.82%
STNE F -0.81%
VIRT A -0.72%
VERX B -0.65%
FLYW C -0.54%
SPNS B -0.53%
RIOT C -0.49%
MLNK B -0.44%
PAGS F -0.43%
LMND A -0.43%
LC A -0.41%
DLO D -0.37%
CIFR B -0.33%
BLND C -0.22%
TREE F -0.19%
CTLP B -0.17%
LPRO C -0.17%
IIIV A -0.14%
PAY A -0.13%
MITK D -0.1%
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