RULE vs. JXI ETF Comparison
Comparison of Adaptive Core ETF (RULE) to iShares Global Utilities ETF (JXI)
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
$23.31
Average Daily Volume
5,937
35
JXI
iShares Global Utilities ETF
JXI Description
The investment seeks to track the investment results of an index composed of global equities in the utilities sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Utilities Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the utilities sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.Grade (RS Rating)
Last Trade
$69.01
Average Daily Volume
15,370
31
Performance
| Period | RULE | JXI |
|---|---|---|
| 30 Days | 5.63% | -2.29% |
| 60 Days | 5.87% | -1.72% |
| 90 Days | 6.41% | 3.81% |
| 12 Months | 21.71% | 24.22% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RULE | Weight in JXI | Overlap | |
|---|---|---|---|---|---|
| VST | B | 2.96% | 2.79% | 2.79% |
RULE Overweight 34 Positions Relative to JXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 4.27% | |
| JPST | A | 4.26% | |
| CRM | B | 3.6% | |
| APO | B | 3.39% | |
| WMB | A | 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% | |
| INTU | C | 2.95% | |
| V | A | 2.95% | |
| IWF | B | 2.91% | |
| FI | A | 2.91% | |
| BK | A | 2.88% | |
| PH | A | 2.87% | |
| CTAS | B | 2.84% | |
| GWW | B | 2.82% | |
| UBER | D | 2.8% | |
| NFLX | A | 2.78% | |
| PGR | A | 2.72% | |
| HD | A | 2.7% | |
| FTNT | C | 2.67% | |
| RMD | C | 2.65% | |
| FCNCA | A | 2.59% | |
| URI | B | 2.57% | |
| GPN | B | 2.51% | |
| IRM | D | 2.47% | |
| VRT | B | 2.41% | |
| IBM | C | 2.35% | |
| PAYX | C | 2.18% | |
| ADBE | C | 1.94% | |
| ARES | A | 1.81% |
RULE Underweight 30 Positions Relative to JXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | D | -8.93% | |
| SO | D | -5.47% | |
| DUK | C | -4.93% | |
| CEG | D | -4.0% | |
| SRE | A | -3.33% | |
| AEP | D | -2.93% | |
| D | C | -2.76% | |
| PCG | A | -2.57% | |
| PEG | A | -2.53% | |
| EXC | C | -2.23% | |
| XEL | A | -2.21% | |
| ED | D | -1.91% | |
| EIX | B | -1.85% | |
| ETR | B | -1.82% | |
| WEC | A | -1.77% | |
| AWK | D | -1.49% | |
| DTE | C | -1.42% | |
| PPL | B | -1.42% | |
| AEE | A | -1.39% | |
| ATO | A | -1.29% | |
| ES | D | -1.26% | |
| FE | C | -1.22% | |
| CMS | C | -1.16% | |
| CNP | B | -1.15% | |
| NRG | B | -1.09% | |
| NI | A | -0.94% | |
| LNT | A | -0.89% | |
| EVRG | A | -0.84% | |
| PNW | B | -0.6% | |
| AES | F | -0.57% |
RULE: Top Represented Industries & Keywords
JXI: Top Represented Industries & Keywords
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