The FEMS issuer, managed by First Trust Advisors L.P., is designed to closely track the performance of the Index, which consists of securities primarily issued by small cap companies operating in emerging market countries, as determined by Nasdaq, Inc., the Index Provider. With at least 90% of its net assets invested in Index securities, the fund adopts an indexing investment approach. Utilizing the AlphaDEX® selection methodology, the Index aims to deliver positive alpha relative to traditional indices, focusing on growth and value factors in stock selection. The Index is subject to semi-annual rebalancing and reconstitution, potentially leading to a higher portfolio turnover rate for the Fund. As of March 31, 2023, the Index comprised 200 securities, with significant investments in Taiwanese, Turkish, and Asian issuers. Notably, the Fund seeks exposure to Chinese companies through non-Chinese shell companies utilizing variable interest entities (VIEs). Consequently, the Fund's investments may vary over time, potentially exposing it to risks associated with different jurisdictions or investment sectors.
FEMS Dividend, managed by First Trust Advisors L.P., focuses on delivering income through dividends while maintaining exposure to emerging market small cap equities. The fund typically invests at least 90% of its net assets in securities comprising the Index, which is developed and sponsored by Nasdaq, Inc. This indexing strategy aims to replicate the Index's performance before fees and expenses. The Index primarily includes securities issued by small cap companies operating in emerging market countries, as classified by the Index Provider. Employing the AlphaDEX® selection methodology, the Index seeks to identify stocks that may generate positive alpha relative to traditional benchmarks. Rebalanced and reconstituted semi-annually, the fund may experience higher portfolio turnover. As of March 31, 2023, the Index consisted of 200 securities, with notable investments in Taiwanese, Turkish, and Asian issuers. Additionally, the fund seeks exposure to certain Chinese companies through non-Chinese shell companies utilizing variable interest entities (VIEs), potentially leading to variations in investment allocations over time and exposure to associated risks.
FEMS Tracking, overseen by First Trust Advisors L.P., is structured to closely mirror the performance of the Index, which comprises securities predominantly issued by small cap companies operating in emerging market countries, as classified by Nasdaq, Inc., the Index Provider. With a commitment to replicating Index performance before fees and expenses, the fund typically invests at least 90% of its net assets in securities that constitute the Index. Employing an indexing investment approach, FEMS Tracking endeavors to capture the movements of the underlying Index accurately. Utilizing the AlphaDEX® selection methodology, the Index aims to identify stocks that could potentially outperform traditional benchmarks on a risk-adjusted basis. Rebalanced and reconstituted semi-annually, the fund may experience heightened portfolio turnover. As of March 31, 2023, the Index consisted of 200 securities, with significant investments in Taiwanese, Turkish, and Asian issuers. Additionally, to access Chinese companies, the fund invests in non-Chinese shell companies employing variable interest entities (VIEs), potentially leading to shifts in investment allocations and exposure to various risks associated with different jurisdictions or investment sectors over time.
FEMS Correlation, managed by First Trust Advisors L.P., aims to provide investors with exposure to emerging market small cap equities while maintaining a focus on correlation dynamics. The fund typically invests at least 90% of its net assets in securities that form part of the Index, developed and sponsored by Nasdaq, Inc. By adopting an indexing investment approach, FEMS Correlation seeks to replicate the performance of the Index before fees and expenses. The Index primarily consists of securities issued by small cap companies operating in emerging market countries, as classified by the Index Provider. Utilizing the AlphaDEX® selection methodology, the Index identifies stocks with the potential to generate positive alpha relative to traditional benchmarks. Rebalanced and reconstituted semi-annually, the fund may experience increased portfolio turnover. As of March 31, 2023, the Index comprised 200 securities, with notable investments in Taiwanese, Turkish, and Asian issuers. Additionally, the fund aims to manage correlation risk by diversifying across various sectors and regions, though it may have exposure to certain Chinese companies through non-Chinese shell companies using variable interest entities (VIEs), leading to potential fluctuations in investment allocations and exposure to associated risks over time.
FEMS Sector, managed by First Trust Advisors L.P., is structured to offer investors exposure to specific sectors within emerging market small cap equities. The fund typically invests at least 90% of its net assets in securities that comprise the Index, which is developed and sponsored by Nasdaq, Inc. Adopting an indexing investment approach, FEMS Sector seeks to replicate the performance of the Index before fees and expenses. The Index primarily includes securities issued by small cap companies operating in emerging market countries, as classified by the Index Provider. Utilizing the AlphaDEX® selection methodology, the Index identifies stocks that may exhibit potential for positive alpha relative to traditional benchmarks. Rebalanced and reconstituted semi-annually, the fund may experience elevated portfolio turnover. As of March 31, 2023, the Index consisted of 200 securities, with notable investments in Taiwanese, Turkish, and Asian issuers. Additionally, FEMS Sector aims to provide exposure to various sectors while managing risk, although it may have exposure to certain Chinese companies through non-Chinese shell companies utilizing variable interest entities (VIEs), potentially resulting in shifts in investment allocations and exposure to associated risks over time.
FEMS Exposure, managed by First Trust Advisors L.P., is designed to offer investors broad exposure to emerging market small cap equities. The fund typically invests at least 90% of its net assets in securities that form part of the Index, which is developed and sponsored by Nasdaq, Inc. Employing an indexing investment strategy, FEMS Exposure aims to closely replicate the performance of the Index before accounting for fees and expenses. The Index primarily comprises securities issued by small cap companies operating in emerging market countries, as classified by the Index Provider. Utilizing the AlphaDEX® selection methodology, the Index identifies stocks with potential for positive alpha relative to traditional benchmarks. Rebalanced and reconstituted semi-annually, the fund may experience increased portfolio turnover. As of March 31, 2023, the Index was composed of 200 securities, with significant investments in Taiwanese, Turkish, and Asian issuers. Furthermore, FEMS Exposure provides investors with diversification across various sectors and regions within emerging markets, potentially mitigating risk. However, it may have exposure to certain Chinese companies through non-Chinese shell companies utilizing variable interest entities (VIEs), leading to potential fluctuations in investment allocations and exposure to associated risks over time.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
3 min readTHD VS fems are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.
4 min readHEWU VS FKU, short for its full name, is a specialized investment fund that focuses on a specific sector in the financial market. This exchange-traded fund offers investors exposure to a select range of industries and companies. It's essential to understand the underlying assets and strategies of HEWU VS FKU before considering an investment.
5 min readThe FEMS ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
