BELT vs. IYJ ETF Comparison

Comparison of BlackRock Long-Term U.S. Equity ETF (BELT) to iShares U.S. Industrials ETF (IYJ)
BELT

BlackRock Long-Term U.S. Equity ETF

BELT Description

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.36

Average Daily Volume

990

Number of Holdings *

20

* may have additional holdings in another (foreign) market
IYJ

iShares U.S. Industrials ETF

IYJ Description The investment seeks to track the investment results of an index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Industrials Index (the "underlying index"), which measures the performance of the industrials sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$140.80

Average Daily Volume

39,516

Number of Holdings *

190

* may have additional holdings in another (foreign) market
Performance
Period BELT IYJ
30 Days 1.17% 3.97%
60 Days 1.28% 6.71%
90 Days 2.70% 10.36%
12 Months 34.49%
4 Overlapping Holdings
Symbol Grade Weight in BELT Weight in IYJ Overlap
HWM A 4.11% 0.65% 0.65%
IR B 4.4% 0.59% 0.59%
MA B 6.87% 6.2% 6.2%
TT A 4.96% 1.33% 1.33%
BELT Overweight 16 Positions Relative to IYJ
Symbol Grade Weight
MSFT D 12.96%
META D 8.52%
GOOG C 7.72%
NVO F 5.28%
CDNS B 5.26%
SPGI C 5.04%
ISRG A 4.24%
INTU B 4.18%
CMG B 3.9%
MASI B 3.4%
TMO F 3.21%
ENTG D 2.84%
ADI D 2.8%
FND D 2.56%
NVDA B 2.5%
LRCX F 2.43%
BELT Underweight 186 Positions Relative to IYJ
Symbol Grade Weight
V A -7.02%
ACN B -3.19%
GE D -2.77%
CAT B -2.7%
AXP A -2.32%
RTX D -2.27%
HON C -2.15%
UNP C -2.07%
ETN A -2.06%
ADP A -1.76%
FI A -1.74%
LMT D -1.64%
DE B -1.45%
UPS C -1.41%
BA F -1.39%
PH A -1.29%
GEV B -1.29%
SHW B -1.28%
PYPL B -1.26%
ITW B -1.15%
GD D -1.13%
CTAS B -1.07%
EMR B -1.04%
MMM D -1.03%
COF C -1.01%
CSX C -0.99%
NOC D -0.98%
TDG D -0.98%
CRH A -0.97%
FDX B -0.96%
CARR C -0.9%
NSC B -0.85%
PCAR B -0.83%
JCI B -0.81%
URI C -0.8%
FICO B -0.77%
GWW B -0.74%
FIS C -0.71%
CMI A -0.71%
PWR A -0.68%
LHX C -0.67%
SQ A -0.67%
PAYX B -0.66%
AME A -0.64%
AXON A -0.62%
ODFL C -0.61%
VRSK A -0.58%
OTIS C -0.58%
FERG B -0.58%
VMC B -0.53%
MLM C -0.51%
WAB B -0.49%
DD C -0.49%
ROK C -0.47%
DOW F -0.45%
EFX F -0.44%
XYL D -0.42%
GPN B -0.42%
PPG F -0.41%
DOV A -0.4%
FTV C -0.38%
SW A -0.38%
VLTO C -0.37%
SYF B -0.37%
KEYS A -0.37%
CPAY A -0.36%
MTD F -0.36%
HUBB B -0.34%
EME A -0.33%
TDY B -0.31%
PKG A -0.3%
BLDR D -0.3%
CSL C -0.29%
BAH F -0.28%
LII A -0.28%
ZBRA B -0.28%
SNA A -0.27%
TRU D -0.27%
BALL F -0.27%
WSO A -0.26%
RPM A -0.25%
TRMB B -0.25%
IEX C -0.25%
MAS D -0.25%
J D -0.25%
PNR A -0.25%
XPO B -0.24%
OC A -0.24%
EXPD C -0.24%
HEI A -0.24%
TXT D -0.23%
GGG B -0.22%
FIX A -0.22%
NDSN B -0.21%
ACM B -0.21%
AMCR C -0.21%
JBHT C -0.21%
CW C -0.2%
SAIA B -0.2%
AFRM A -0.19%
SWK D -0.19%
ALLE C -0.18%
ITT A -0.18%
JKHY D -0.18%
CHRW B -0.18%
BWXT B -0.17%
HEI A -0.17%
NVT B -0.17%
TTEK F -0.16%
ATR B -0.16%
BLD D -0.16%
RRX B -0.16%
LECO C -0.16%
ALSN B -0.15%
WWD C -0.15%
CCK D -0.15%
GNRC C -0.15%
CNH C -0.14%
AYI B -0.14%
EXP B -0.14%
AXTA B -0.13%
WCC B -0.13%
AAON B -0.13%
FBIN D -0.13%
DCI B -0.13%
WMS F -0.13%
APG B -0.12%
CNM D -0.12%
GPK C -0.12%
TTC C -0.12%
MTZ B -0.12%
CR A -0.12%
PCTY C -0.12%
AOS F -0.12%
BILL A -0.12%
KNX C -0.12%
WEX D -0.11%
MHK D -0.11%
TREX C -0.11%
RHI C -0.11%
KEX B -0.11%
BERY C -0.11%
SSD F -0.11%
HII F -0.11%
FLS B -0.11%
G B -0.11%
AWI A -0.1%
VMI B -0.1%
CGNX D -0.1%
FCN F -0.1%
GXO B -0.1%
R B -0.1%
ATI C -0.1%
ESAB C -0.1%
OSK C -0.1%
MKSI C -0.1%
LPX B -0.1%
MIDD C -0.1%
LFUS D -0.09%
FOUR A -0.09%
WSC F -0.09%
MSA F -0.09%
LSTR D -0.09%
AZEK A -0.09%
BC C -0.08%
AGCO D -0.08%
VNT C -0.08%
ST F -0.07%
SEE C -0.07%
SON F -0.07%
AL B -0.07%
GTES A -0.06%
SLGN A -0.06%
EEFT B -0.06%
AMTM D -0.05%
SPR D -0.05%
MSM C -0.05%
CXT C -0.04%
ECG C -0.04%
MAN F -0.04%
WU F -0.04%
VSTS C -0.03%
ADT C -0.03%
HAYW B -0.03%
SNDR B -0.02%
LOAR B -0.01%
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