RULE vs. FINX ETF Comparison

Comparison of Adaptive Core ETF (RULE) to Global X FinTech Thematic ETF (FINX)
RULE

Adaptive Core ETF

RULE Description

Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).

Grade (RS Rating)

Last Trade

$23.38

Average Daily Volume

5,906

Number of Holdings *

35

* 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

$33.90

Average Daily Volume

67,811

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period RULE FINX
30 Days 6.08% 16.66%
60 Days 7.22% 21.16%
90 Days 6.92% 24.86%
12 Months 21.81% 57.40%
3 Overlapping Holdings
Symbol Grade Weight in RULE Weight in FINX Overlap
FI A 2.91% 7.15% 2.91%
GPN C 2.51% 3.4% 2.51%
INTU C 2.95% 5.35% 2.95%
RULE Overweight 32 Positions Relative to FINX
Symbol Grade Weight
BIL A 4.27%
JPST A 4.26%
CRM B 3.6%
APO A 3.39%
WMB B 3.07%
EQIX A 3.05%
PCAR B 3.04%
XLG B 3.04%
AON A 3.04%
SPHQ A 3.03%
CAH B 3.0%
VST B 2.96%
V A 2.95%
IWF B 2.91%
BK A 2.88%
PH A 2.87%
CTAS B 2.84%
GWW A 2.82%
UBER D 2.8%
NFLX B 2.78%
PGR A 2.72%
HD A 2.7%
FTNT C 2.67%
RMD C 2.65%
FCNCA B 2.59%
URI B 2.57%
IRM C 2.47%
VRT B 2.41%
IBM C 2.35%
PAYX B 2.18%
ADBE C 1.94%
ARES B 1.81%
RULE Underweight 39 Positions Relative to FINX
Symbol Grade Weight
PYPL A -7.2%
FIS D -6.47%
SQ B -5.31%
COIN B -5.2%
SSNC A -4.33%
TOST B -4.08%
XRX F -3.95%
GWRE B -3.77%
AFRM B -3.26%
SOFI B -3.09%
JKHY D -2.96%
BILL A -2.14%
HQY B -1.94%
ACIW B -1.41%
UPST B -1.37%
FOUR B -1.33%
NCNO B -1.09%
MARA C -1.08%
PAYO B -0.88%
ENV B -0.81%
VIRT B -0.74%
VERX A -0.69%
STNE F -0.65%
FLYW C -0.61%
RIOT C -0.57%
LMND B -0.52%
MLNK C -0.41%
DLO C -0.39%
LC B -0.39%
PAGS F -0.38%
CIFR C -0.38%
SPNS F -0.37%
BLND B -0.24%
LPRO C -0.18%
PAY A -0.16%
CTLP B -0.15%
IIIV C -0.14%
TREE F -0.14%
MITK C -0.1%
Compare ETFs