XPND vs. IWFG ETF Comparison
Comparison of First Trust Expanded Technology ETF (XPND) to IQ MacKay Municipal Insured ETF (IWFG)
XPND
First Trust Expanded Technology ETF
XPND Description
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$30.47
Average Daily Volume
2,788
50
IWFG
IQ MacKay Municipal Insured ETF
IWFG Description
The Fund seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IWFG typically invests in a portfolio of 25-35 stocks, allocating 10-60% across each growth type. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of large-cap companies. IQ MacKay Municipal Insured ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$48.75
Average Daily Volume
137
29
Performance
| Period | XPND | IWFG |
|---|---|---|
| 30 Days | 4.85% | 3.05% |
| 60 Days | 6.75% | 5.77% |
| 90 Days | 8.85% | 7.38% |
| 12 Months | 36.30% | 40.12% |
12 Overlapping Holdings
| Symbol | Grade | Weight in XPND | Weight in IWFG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.09% | 5.03% | 4.09% | |
| ADBE | C | 3.79% | 2.35% | 2.35% | |
| APH | A | 1.52% | 2.26% | 1.52% | |
| AVGO | D | 4.3% | 4.86% | 4.3% | |
| INTU | C | 3.4% | 2.23% | 2.23% | |
| LRCX | F | 1.69% | 1.93% | 1.69% | |
| MA | C | 4.42% | 3.21% | 3.21% | |
| META | D | 4.55% | 4.54% | 4.54% | |
| MSFT | F | 4.2% | 11.57% | 4.2% | |
| NOW | A | 3.71% | 2.52% | 2.52% | |
| NVDA | C | 5.05% | 7.83% | 5.05% | |
| WDAY | B | 1.24% | 1.62% | 1.24% |
XPND Overweight 38 Positions Relative to IWFG
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | 5.44% | |
| CRM | B | 5.38% | |
| TMUS | B | 4.81% | |
| V | A | 4.58% | |
| GOOGL | C | 4.41% | |
| IBM | C | 3.34% | |
| TXN | C | 3.26% | |
| QCOM | F | 3.17% | |
| AMAT | F | 2.66% | |
| PANW | C | 2.22% | |
| FI | A | 2.11% | |
| ANET | C | 2.1% | |
| PYPL | B | 1.52% | |
| KLAC | D | 1.5% | |
| CRWD | B | 1.46% | |
| MSI | B | 1.43% | |
| MRVL | B | 1.36% | |
| ADSK | A | 1.15% | |
| CHTR | C | 0.98% | |
| APP | B | 0.7% | |
| WMG | C | 0.27% | |
| CPAY | A | 0.27% | |
| GEN | B | 0.26% | |
| FOXA | B | 0.26% | |
| EA | A | 0.25% | |
| IT | C | 0.25% | |
| TDY | B | 0.25% | |
| HPE | B | 0.25% | |
| TYL | B | 0.24% | |
| OMC | C | 0.24% | |
| MANH | D | 0.24% | |
| PTC | A | 0.24% | |
| NTAP | C | 0.22% | |
| BSY | D | 0.21% | |
| SWKS | F | 0.18% | |
| TER | D | 0.18% | |
| CDW | F | 0.18% | |
| MPWR | F | 0.14% |
XPND: Top Represented Industries & Keywords
IWFG: Top Represented Industries & Keywords
Compare ETFs
