CWS vs. IYM ETF Comparison
Comparison of AdvisorShares Focused Equity ETF (CWS) to iShares U.S. Basic Materials ETF (IYM)
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.
Grade (RS Rating)
Last Trade
$68.39
Average Daily Volume
9,535
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
IYM
iShares U.S. Basic Materials ETF
IYM Description
The investment seeks to track the investment results of an index composed of U.S. equities in the basic materials sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Basic Materials Index (the "underlying index"), which measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$148.69
Average Daily Volume
14,912
Number of Holdings
*
35
* may have additional holdings in another (foreign) market
Performance
Period | CWS | IYM |
---|---|---|
30 Days | 2.06% | 5.44% |
60 Days | 7.63% | 8.86% |
90 Days | 9.64% | 6.35% |
12 Months | 33.60% | 22.56% |
1 Overlapping Holdings
Symbol | Grade | Weight in CWS | Weight in IYM | Overlap | |
---|---|---|---|---|---|
CE | D | 3.0% | 2.38% | 2.38% |
CWS Overweight 24 Positions Relative to IYM
Symbol | Grade | Weight | |
---|---|---|---|
FICO | C | 5.69% | |
HEI | C | 5.0% | |
MLR | B | 4.9% | |
AFL | A | 4.74% | |
FI | A | 4.64% | |
APH | D | 4.47% | |
ICE | A | 4.31% | |
MCO | D | 4.16% | |
SYK | C | 4.13% | |
TMO | D | 3.98% | |
ROL | C | 3.97% | |
OTIS | A | 3.96% | |
SLGN | B | 3.92% | |
AWK | D | 3.82% | |
SAIC | A | 3.81% | |
COR | F | 3.79% | |
BR | B | 3.63% | |
HSY | D | 3.57% | |
ABT | C | 3.57% | |
INTU | F | 3.41% | |
FDS | C | 3.34% | |
AGM | D | 3.33% | |
PII | D | 3.01% | |
MGRC | D | 3.01% |
CWS Underweight 34 Positions Relative to IYM
Symbol | Grade | Weight | |
---|---|---|---|
LIN | C | -21.44% | |
FCX | B | -8.35% | |
APD | C | -7.58% | |
ECL | C | -7.22% | |
NEM | C | -4.42% | |
FAST | C | -3.56% | |
NUE | D | -3.49% | |
IFF | D | -3.01% | |
LYB | B | -2.96% | |
STLD | C | -2.93% | |
AVY | D | -2.67% | |
IP | C | -2.66% | |
RS | D | -2.59% | |
CF | A | -2.44% | |
EMN | C | -2.05% | |
ALB | D | -1.76% | |
AA | B | -1.54% | |
RGLD | C | -1.46% | |
MOS | F | -1.35% | |
RBC | C | -1.33% | |
FMC | C | -1.29% | |
X | F | -1.24% | |
ESI | C | -0.94% | |
CLF | D | -0.92% | |
OLN | D | -0.9% | |
TKR | B | -0.86% | |
HXL | F | -0.79% | |
WLK | C | -0.79% | |
ASH | F | -0.68% | |
HUN | B | -0.63% | |
NEU | F | -0.58% | |
SMG | C | -0.57% | |
CC | D | -0.48% | |
MP | C | -0.38% |
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Medical Distribution
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
IYM: Top Represented Industries & Keywords