Exchange-Traded Funds (ETFs) have transformed the investment landscape by offering diversified exposure to various sectors and asset classes. In this article, we'll conduct an in-depth comparison between two notable ETFs: FSZ (First Trust Switzerland AlphaDEX Fund) and SMLL (iShares Trust Russell 2000 ETF). We'll explore key aspects such as ETF tickers, full names, issuers, sectors, top holdings, capitalization, investment strategy, tracking methods, and exposure.
FSZ and SMLL represent different segments of the market, with FSZ focusing on Swiss equities and SMLL tracking the Russell 2000 Index, which includes small-cap U.S. stocks. These ETFs cater to distinct investment objectives and market segments, shaping their characteristics and potential benefits for investors.
The FSZ ETF concentrates on Swiss stocks, spanning sectors such as pharmaceuticals, finance, and technology. Its top holdings may include companies like Nestlé, Roche Holding, and Novartis. On the other hand, SMLL provides exposure to a broad range of small-cap U.S. companies, showcasing the diversity of sectors within the Russell 2000 Index.
FSZ overlap FSZ VS SMLL: A Comprehensive Comparison of ETFs
FSZ's assets under management (AUM) reflect its focus on Swiss equities. Its investment strategy, driven by the AlphaDEX methodology, aims to outperform traditional market-cap-weighted indices. SMLL's strategy involves tracking the Russell 2000 Index, which consists of smaller U.S. companies. Understanding their differing capitalization and investment approaches is essential for investors considering exposure to these ETFs.
FSZ employs a proprietary stock selection process that seeks to enhance returns by identifying stocks with favorable characteristics. SMLL, on the other hand, mirrors the performance of the Russell 2000 Index, offering exposure to the potential growth of small-cap U.S. stocks. These tracking and exposure methods provide investors with distinct approaches to capturing market returns.
FSZ and SMLL serve as valuable tools for investors seeking exposure to different market segments. While FSZ targets Swiss equities using a unique stock selection methodology, SMLL provides access to the universe of small-cap U.S. stocks through its index-tracking approach. For those interested in exploring further insights, holdings, and correlations, the ETF Insider app is a user-friendly resource to consider.
Disclaimer: This article does not offer investment advisory services.
Sources:
FSZ ETF issuer
FSZ ETF official page
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