Find Comparable ETFs for First Trust Dow Jones Internet Index Fund
First Trust Dow Jones Internet Index Fund
FDN - PCXInvesco QQQ Trust
QQQ - NGMThis ETF tracks the Nasdaq-100 Index, which includes many internet-based companies, aligning closely with FDN's investment strategy.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 87%
R-squared: 76%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 3
- FDN in QQQ's comparables: No
- QQQ in FDN's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 22.70
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDN Beta: 1.12 (Average)
- QQQ Beta: 1.11 (Average)
- FDN 200-day Volatility: 18.26%
- QQQ 200-day Volatility: 17.54%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- QQQ Price vs 200-day MA: 103%
Performance Comparison:
| Period | FDN | QQQ |
|---|---|---|
| Year_1 | 14% | 21% |
| Year_3 | -8% | 8% |
| Year_5 | 5% | 20% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs NGM
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDN Dividend Yield: 0%
- QQQ Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
The Communication Services Select Sector SPDR ETF Fund
XLC - PCXThis ETF encompasses communication services, which overlaps with the internet sector, providing a comparable investment avenue to FDN.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 77%
R-squared: 60%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 3
- FDN in XLC's comparables: Yes
- XLC in FDN's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 15.99
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDN Beta: 1.12 (Average)
- XLC Beta: 1.02 (Average)
- FDN 200-day Volatility: 18.26%
- XLC 200-day Volatility: 15.14%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- XLC Price vs 200-day MA: 111%
Performance Comparison:
| Period | FDN | XLC |
|---|---|---|
| Year_1 | 14% | 27% |
| Year_3 | -8% | 2% |
| Year_5 | 5% | 12% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDN Dividend Yield: 0%
- XLC Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Vanguard Information Technology Index Fund ETF Shares
VGT - PCXVGT aims at technology stocks, including internet companies, making it a suitable comparison to FDN’s internet-focused holdings.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 83%
R-squared: 69%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 4
- FDN in VGT's comparables: No
- VGT in FDN's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 27.40
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDN Beta: 1.12 (Average)
- VGT Beta: 1.16 (Average)
- FDN 200-day Volatility: 18.26%
- VGT 200-day Volatility: 21.58%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- VGT Price vs 200-day MA: 101%
Performance Comparison:
| Period | FDN | VGT |
|---|---|---|
| Year_1 | 14% | 22% |
| Year_3 | -8% | 10% |
| Year_5 | 5% | 21% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Technology Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDN Dividend Yield: 0%
- VGT Dividend Yield: 0%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Fidelity MSCI Information Technology Index ETF
FTEC - PCXThe First Trust Dow Jones Internet Index Fund focuses on internet-related companies in the technology sector, aligning it closely with the investment strategy of FTEC.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 83%
R-squared: 69%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 6
- FDN in FTEC's comparables: Yes
- FTEC in FDN's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 26.36
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDN Beta: 1.12 (Average)
- FTEC Beta: 1.16 (Average)
- FDN 200-day Volatility: 18.26%
- FTEC 200-day Volatility: 21.92%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- FTEC Price vs 200-day MA: 101%
Performance Comparison:
| Period | FDN | FTEC |
|---|---|---|
| Year_1 | 14% | 23% |
| Year_3 | -8% | 10% |
| Year_5 | 5% | 21% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Technology Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDN Dividend Yield: 0%
- FTEC Dividend Yield: 0%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares U.S. Technology ETF
IYW - PCX
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 85%
R-squared: 71%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 7
- FDN in IYW's comparables: No
- IYW in FDN's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 26.80
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDN Beta: 1.12 (Average)
- IYW Beta: 1.15 (Average)
- FDN 200-day Volatility: 18.26%
- IYW 200-day Volatility: 22.14%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- IYW Price vs 200-day MA: 101%
Performance Comparison:
| Period | FDN | IYW |
|---|---|---|
| Year_1 | 14% | 26% |
| Year_3 | -8% | 11% |
| Year_5 | 5% | 22% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Technology Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDN Dividend Yield: 0%
- IYW Dividend Yield: 0%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
iShares Expanded Tech-Software Sector ETF
IGV - BTSThis ETF focuses on the software and technology sector, much like FDN, which is heavily weighted in internet-related companies.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 92%
R-squared: 85%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 2
- FDN in IGV's comparables: No
- IGV in FDN's comparables: Yes
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 48.06
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDN Beta: 1.12 (Average)
- IGV Beta: 1.06 (Average)
- FDN 200-day Volatility: 18.26%
- IGV 200-day Volatility: 20.84%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- IGV Price vs 200-day MA: 105%
Performance Comparison:
| Period | FDN | IGV |
|---|---|---|
| Year_1 | 14% | 14% |
| Year_3 | -8% | 0% |
| Year_5 | 5% | 13% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs BTS
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Technology Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDN Dividend Yield: 0%
- IGV Dividend Yield: 0%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
SPDR S&P Software & Services ETF
XSW - PCXThe First Trust Dow Jones Internet Index Fund includes internet-based software and service companies, aligning well with XSW's focus on technology equities.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 86%
R-squared: 74%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 1
- FDN in XSW's comparables: Yes
- XSW in FDN's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 25.97
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDN Beta: 1.12 (Average)
- XSW Beta: 1.13 (Average)
- FDN 200-day Volatility: 18.26%
- XSW 200-day Volatility: 19.13%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- XSW Price vs 200-day MA: 103%
Performance Comparison:
| Period | FDN | XSW |
|---|---|---|
| Year_1 | 14% | 8% |
| Year_3 | -8% | -5% |
| Year_5 | 5% | 9% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Technology Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDN Dividend Yield: 0%
- XSW Dividend Yield: 0%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Invesco S&P 500 Equal Weight Technology ETF
RYT - PCXThe First Trust Dow Jones Internet Index Fund concentrates on internet-based companies, representing a subset of the technology sector that RYT covers.
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 81%
R-squared: 66%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 6
- FDN in RYT's comparables: Yes
- RYT in FDN's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 25.56
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- RYT Price vs 200-day MA: 109%
Performance Comparison:
| Period | FDN | RYT |
|---|---|---|
| Year_1 | 14% | 0% |
| Year_3 | -8% | 0% |
| Year_5 | 5% | 0% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
SPDR S&P 500 ETF Trust
SPY - PCX
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 84%
R-squared: 70%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 3
- FDN in SPY's comparables: No
- SPY in FDN's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 17.86
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDN Beta: 1.12 (Average)
- SPY Beta: 1.00 (Average)
- FDN 200-day Volatility: 18.26%
- SPY 200-day Volatility: 11.69%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- SPY Price vs 200-day MA: 104%
Performance Comparison:
| Period | FDN | SPY |
|---|---|---|
| Year_1 | 14% | 20% |
| Year_3 | -8% | 8% |
| Year_5 | 5% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDN Dividend Yield: 0%
- SPY Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
Vanguard S&P 500 ETF
VOO - PCX
correlation
Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.
Pearson Correlation: 84%
R-squared: 71%
This indicates a strong positive relationship between the price movements of these assets.
network
Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.
- Common comparables: 2
- FDN in VOO's comparables: No
- VOO in FDN's comparables: No
A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.
valuation
Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.
- P/E Ratio: 31.05 vs 20.10
A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.
volatility
Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.
- FDN Beta: 1.12 (Average)
- VOO Beta: 1.00 (Average)
- FDN 200-day Volatility: 18.26%
- VOO 200-day Volatility: 11.66%
A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.
momentum
Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.
- FDN Price vs 200-day MA: 111%
- VOO Price vs 200-day MA: 104%
Performance Comparison:
| Period | FDN | VOO |
|---|---|---|
| Year_1 | 14% | 21% |
| Year_3 | -8% | 8% |
| Year_5 | 5% | 14% |
A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.
geo
Evaluates the geographical similarity of the assets based on country, currency, and exchange.
- Currency: USD vs USD
- Exchange: PCX vs PCX
A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.
sector
Compares the sector, industry, and other classifications of both assets.
- ETF Category: Large Cap Growth Equities vs Large Cap Growth Equities
A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.
Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.
dividend
Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.
- FDN Dividend Yield: 0%
- VOO Dividend Yield: 1%
A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.
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