IFPUX
Independent Franchise Partners US Equity Fund
1W: -1.7%
1M: -7.4%
3M: +0.4%
YTD: -3.6%
1Y: -8.0%
3Y: +48.2%
5Y: +48.4%
$20.82
-0.08 (-0.38%)
Weekly Expected Move ±2.1%
$20
$20
$21
$21
$22
Similar ETFs
20 peers by holdings overlap (32 holdings)
OAKLX
Oakmark Select Fund Investor Class
15.7%
Shared5 holdings
Total24
AUM$8.5B
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RYLIX
Rydex Leisure Inv
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Shared9 holdings
Total92
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OAKBX
Oakmark Equity And Income Fund Investor Class
12.7%
Shared5 holdings
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RSPC
Invesco S&P 500 Equal Weight Communication Services ETF
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Shared5 holdings
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EWCO
Invesco S&P 500 Equal Weight Communication Services ETF
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Shared5 holdings
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OAKMX
Oakmark Fund Investor Class
11.8%
Shared5 holdings
Total59
AUM$23.5B
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NEFOX
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11.5%
Shared5 holdings
Total58
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MSFAX
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11.4%
Shared4 holdings
Total32
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MFQAX
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11.1%
Shared4 holdings
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ARTLX
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11.0%
Shared4 holdings
Total41
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FDFAX
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10.6%
Shared4 holdings
Total42
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BWLAX
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10.5%
Shared5 holdings
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SEBLX
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10.2%
Shared5 holdings
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IVFAX
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10.2%
Shared5 holdings
Total45
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YACKX
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10.2%
Shared6 holdings
Total52
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XLC
State Street Communication Services Select Sector SPDR ETF
9.7%
Shared5 holdings
Total24
AUM$22.7B
Price$110.32
LTL
ProShares Ultra Communication Services
9.7%
Shared5 holdings
Total23
AUM$13M
Price$23.54
OAKGX
Oakmark Global Fund Investor Class
9.3%
Shared4 holdings
Total52
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JIDVX
Janus Henderson U.S. Dividend Income I
9.2%
Shared4 holdings
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NEFSX
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IFPUX | $1.3B | 32 | 43.7% | 18.2 | 3.8 | 4.4 | 21.8% | 23.9% | 2.23% | +6.8% | +43.2% | 53.9 | 6.5 |
| OAKLX | $8.5B | 24 | 52.1% | 15.5 | 4.0 | 3.8 | 28.5% | 23.7% | 1.01% | +18.8% | +21.6% | 50.4 | 5.9 |
| RYLIX | $13M | 92 | 29.9% | 15.5 | 3.8 | 2.4 | 23.2% | 14.7% | 1.58% | +11.5% | +10.9% | 50.7 | 6.2 |
| OAKBX | $5.7B | 49 | 20.5% | 16.0 | 4.2 | 3.8 | 30.2% | 23.8% | 1.66% | +26.5% | +38.1% | 52.9 | 6.3 |
| RSPC | $57M | 26 | 47.3% | 18.6 | 5.0 | 5.1 | 29.8% | 26.6% | 1.43% | +16.2% | +10.3% | 53.5 | 6.2 |
| EWCO | $118M | 26 | 47.3% | 18.6 | 5.0 | 5.1 | 29.8% | 26.6% | 1.43% | +16.2% | +10.3% | 53.5 | 6.2 |
| OAKMX | $23.5B | 59 | 27.2% | 15.7 | 3.3 | 2.9 | 23.0% | 18.4% | 1.72% | +18.2% | +31.9% | 51.6 | 6.3 |
| NEFOX | $893M | 58 | 27.6% | 15.6 | 3.3 | 2.9 | 22.9% | 18.4% | 1.74% | +18.2% | +31.3% | 51.8 | 6.3 |
| MSFAX | $1.7B | 32 | 45.0% | 12.6 | 4.0 | 3.8 | 37.3% | 30.0% | 1.44% | +11.7% | +20.6% | 63.9 | 6.8 |
| MFQAX | $23M | 29 | 49.5% | 17.1 | 4.2 | 2.2 | 27.1% | 12.8% | 2.12% | +20.9% | +23.9% | 59.6 | 6.8 |
| ARTLX | $284M | 41 | 30.5% | 19.1 | 4.2 | 3.9 | 23.7% | 20.5% | 2.07% | +16.7% | +14.0% | 54.8 | 6.1 |