XCOR vs. KCE ETF Comparison

Comparison of FundX ETF (XCOR) to SPDR S&P Capital Markets ETF (KCE)
XCOR

FundX ETF

XCOR Description

FundX ETF is an exchange traded fund launched and managed by One Capital Management, LLC. The fund invests in public equity markets of global region. It invests through other funds in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to benchmark the performance of its portfolio against the S&P 500 Index and the Morningstar Global Market Large-Mid Cap Index. The fund employs proprietary research to create its portfolio. FundX ETF was formed on November 1, 2001 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$58.79

Average Daily Volume

2,717

Number of Holdings *

9

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

SPDR S&P Capital Markets ETF

KCE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies that do business as broker-dealers, asset managers, trust and custody banks or exchanges. In seeking to track the performance of the S&P Capital Markets Select Industry Index, the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the capital markets industry group of the S&P Total Market Index ("S&P TMI"). It is non-diversified.

Grade (RS Rating)

Last Trade

$106.11

Average Daily Volume

57,866

Number of Holdings *

60

* may have additional holdings in another (foreign) market
Performance
Period XCOR KCE
30 Days -4.36% -3.87%
60 Days -3.82% 0.59%
90 Days 3.47% 6.89%
12 Months 21.82% 33.75%
0 Overlapping Holdings
Symbol Grade Weight in XCOR Weight in KCE Overlap
XCOR Overweight 9 Positions Relative to KCE
Symbol Grade Weight
QQQ C 15.31%
IWY C 11.42%
VUG C 11.4%
IWF C 11.22%
XLG C 11.1%
VONG C 11.04%
MGK C 10.17%
SCHG C 9.9%
MOAT B 7.98%
XCOR Underweight 60 Positions Relative to KCE
Symbol Grade Weight
VCTR A -2.0%
SCHW A -1.88%
VIRT A -1.86%
STEP A -1.83%
OWL A -1.81%
MS A -1.8%
GS A -1.8%
IBKR A -1.77%
RJF B -1.76%
HLNE B -1.75%
HOOD D -1.74%
STT C -1.74%
BK A -1.73%
AMP C -1.73%
NDAQ B -1.73%
FHI D -1.72%
AMG C -1.72%
NTRS C -1.72%
SF A -1.71%
TW B -1.7%
LPLA A -1.7%
CME C -1.7%
ARES A -1.69%
HLI B -1.69%
DFIN A -1.68%
IVZ D -1.67%
MCO C -1.67%
PIPR A -1.66%
MC D -1.66%
JEF C -1.66%
SPGI C -1.66%
SEIC C -1.65%
ICE C -1.64%
TPG C -1.64%
KKR C -1.64%
SNEX A -1.64%
BX D -1.64%
MORN C -1.64%
EVR C -1.63%
JHG C -1.63%
CBOE C -1.63%
APAM D -1.63%
MKTX F -1.62%
FDS D -1.59%
TROW D -1.59%
CG C -1.58%
MSCI F -1.58%
PJT C -1.57%
BSIG B -1.55%
BLK C -1.54%
BGC B -1.53%
BEN D -1.53%
VRTS D -1.52%
CNS D -1.51%
RILY A -1.46%
COIN D -1.46%
PX F -0.9%
AMK C -0.62%
LPRO F -0.43%
DHIL D -0.34%
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