XLU vs. FCUS ETF Comparison
Comparison of SPDR Select Sector Fund - Utilities (XLU) to Pinnacle Focused Opportunities ETF (FCUS)
XLU
SPDR Select Sector Fund - Utilities
XLU Description
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Utilities Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: electric utilities; multi-utilities; independent power producers & energy traders; and gas utilities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$81.45
Average Daily Volume
11,538,468
31
FCUS
Pinnacle Focused Opportunities ETF
FCUS Description
The investment seeks long term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective primarily by investing in a focused portfolio of U.S. equity securities. The fund's manager manages its portfolio based on its proprietary model. The fund’s portfolio excludes certain equity securities, such as limited partnerships, closed-end investment companies, and warrants. It is non-diversified.Grade (RS Rating)
Last Trade
$34.98
Average Daily Volume
4,537
28
Performance
| Period | XLU | FCUS |
|---|---|---|
| 30 Days | -0.83% | 15.88% |
| 60 Days | 1.39% | 19.23% |
| 90 Days | 8.73% | 20.74% |
| 12 Months | 34.55% | 57.38% |
1 Overlapping Holdings
| Symbol | Grade | Weight in XLU | Weight in FCUS | Overlap | |
|---|---|---|---|---|---|
| ETR | B | 2.63% | 2.97% | 2.63% |
XLU Overweight 30 Positions Relative to FCUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | D | 12.95% | |
| SO | D | 7.93% | |
| DUK | C | 7.15% | |
| CEG | D | 5.79% | |
| SRE | A | 4.82% | |
| AEP | D | 4.23% | |
| VST | B | 4.03% | |
| D | C | 3.99% | |
| PCG | A | 3.71% | |
| PEG | A | 3.66% | |
| EXC | C | 3.23% | |
| XEL | A | 3.2% | |
| ED | D | 2.75% | |
| EIX | B | 2.67% | |
| WEC | A | 2.56% | |
| AWK | D | 2.16% | |
| PPL | B | 2.05% | |
| DTE | C | 2.05% | |
| AEE | A | 2.01% | |
| ATO | A | 1.86% | |
| ES | D | 1.82% | |
| FE | C | 1.76% | |
| CMS | C | 1.68% | |
| CNP | B | 1.66% | |
| NRG | B | 1.57% | |
| NI | A | 1.35% | |
| LNT | A | 1.29% | |
| EVRG | A | 1.21% | |
| PNW | B | 0.86% | |
| AES | F | 0.82% |
XLU Underweight 27 Positions Relative to FCUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | -7.4% | |
| PLTR | B | -5.53% | |
| TPL | A | -4.61% | |
| SFM | A | -4.09% | |
| INSM | C | -3.97% | |
| CVNA | B | -3.97% | |
| GWRE | A | -3.96% | |
| TRGP | B | -3.5% | |
| ALNY | D | -3.38% | |
| UAL | A | -3.35% | |
| CRS | A | -3.31% | |
| FICO | B | -3.31% | |
| HOOD | B | -3.3% | |
| MTZ | B | -3.09% | |
| ALSN | B | -3.05% | |
| NCLH | B | -2.99% | |
| IRM | D | -2.74% | |
| HWM | A | -2.59% | |
| JEF | A | -2.56% | |
| PSN | D | -2.5% | |
| CCL | B | -2.5% | |
| MLI | C | -2.45% | |
| GRMN | B | -2.28% | |
| CBRE | B | -2.22% | |
| UTHR | C | -2.14% | |
| LDOS | C | -1.94% | |
| PCVX | D | -1.76% |
XLU: Top Represented Industries & Keywords
FCUS: Top Represented Industries & Keywords
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