BTEC vs. SMMV ETF Comparison

Comparison of Principal Healthcare Innovators Index ETF (BTEC) to iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV)
BTEC

Principal Healthcare Innovators Index ETF

BTEC Description

The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq Healthcare Innovators Index (the "index"). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities in the Nasdaq US Benchmark Index (including growth and value stock) that are small and medium capitalization U.S. healthcare companies.

Grade (RS Rating)

Last Trade

$39.49

Average Daily Volume

10,388

Number of Holdings *

1

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

iShares MSCI USA Small-Cap Min Vol Factor ETF

SMMV Description iShares Edge MSCI Min Vol USA Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that, in the aggregate, have lower volatility characteristics relative to the small-capitalization U.S. equity market.

Grade (RS Rating)

Last Trade

$40.59

Average Daily Volume

307,682

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period BTEC SMMV
30 Days 8.04% 0.10%
60 Days 9.79% 3.63%
90 Days 8.22% 9.29%
12 Months 11.05% 25.80%
0 Overlapping Holdings
Symbol Grade Weight in BTEC Weight in SMMV Overlap
BTEC Overweight 1 Positions Relative to SMMV
Symbol Grade Weight
SCLX F 0.09%
BTEC Underweight 10 Positions Relative to SMMV
Symbol Grade Weight
MUSA D -1.66%
ORI B -1.57%
CHE C -1.46%
ADC B -1.46%
RGLD C -1.45%
ATR A -1.43%
EXEL B -1.38%
AXS A -1.31%
RLI A -1.17%
ENSG D -1.17%
Compare ETFs