FDTB vs. IYG ETF Comparison
Comparison of Foundations Dynamic Income ETF (FDTB) to iShares U.S. Financial Services ETF (IYG)
FDTB
Foundations Dynamic Income ETF
FDTB Description
The fund is an actively managed exchanged traded fund ("ETF") that, under normal market conditions, primarily invests, directly or indirectly, in fixed-income securities and other instruments with exposure to the U.S. bond market.
Grade (RS Rating)
Last Trade
$9.43
Average Daily Volume
31,217
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
IYG
iShares U.S. Financial Services ETF
IYG Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial services 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. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$71.49
Average Daily Volume
37,505
Number of Holdings
*
102
* may have additional holdings in another (foreign) market
Performance
| Period | FDTB | IYG |
|---|---|---|
| 30 Days | -2.54% | 1.10% |
| 60 Days | -1.92% | 11.73% |
| 90 Days | 1.18% | 8.97% |
| 12 Months | -3.76% | 43.05% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FDTB | Weight in IYG | Overlap |
|---|
FDTB Underweight 102 Positions Relative to IYG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -15.28% | |
| JPM | C | -10.92% | |
| V | B | -8.38% | |
| MA | A | -7.43% | |
| BAC | B | -4.85% | |
| WFC | B | -3.47% | |
| SPGI | C | -2.99% | |
| GS | B | -2.87% | |
| AXP | A | -2.78% | |
| BLK | A | -2.4% | |
| MS | A | -2.36% | |
| C | B | -2.15% | |
| BX | C | -2.03% | |
| SCHW | D | -1.75% | |
| ICE | A | -1.66% | |
| KKR | A | -1.62% | |
| CME | A | -1.44% | |
| MCO | D | -1.35% | |
| PNC | C | -1.33% | |
| USB | C | -1.3% | |
| COF | A | -1.04% | |
| TFC | D | -1.04% | |
| APO | A | -1.03% | |
| BK | A | -0.96% | |
| AMP | A | -0.84% | |
| MSCI | B | -0.83% | |
| COIN | F | -0.71% | |
| DFS | A | -0.64% | |
| NDAQ | C | -0.55% | |
| ARES | A | -0.53% | |
| FITB | C | -0.53% | |
| MTB | A | -0.53% | |
| STT | A | -0.48% | |
| TROW | D | -0.44% | |
| FCNCA | D | -0.41% | |
| RJF | B | -0.41% | |
| RF | B | -0.39% | |
| CBOE | B | -0.39% | |
| HBAN | B | -0.39% | |
| SYF | A | -0.36% | |
| CFG | C | -0.34% | |
| NTRS | B | -0.33% | |
| LPLA | D | -0.32% | |
| FDS | C | -0.32% | |
| HOOD | B | -0.31% | |
| IBKR | A | -0.28% | |
| KEY | B | -0.28% | |
| TW | A | -0.26% | |
| EQH | B | -0.24% | |
| EWBC | B | -0.21% | |
| JEF | A | -0.19% | |
| ALLY | F | -0.18% | |
| SF | A | -0.18% | |
| OWL | A | -0.18% | |
| EVR | C | -0.17% | |
| CG | B | -0.17% | |
| WAL | C | -0.17% | |
| MKTX | B | -0.17% | |
| MORN | B | -0.16% | |
| WBS | D | -0.15% | |
| IVZ | A | -0.15% | |
| SOFI | C | -0.15% | |
| FHN | D | -0.15% | |
| HLI | A | -0.15% | |
| PNFP | B | -0.14% | |
| VOYA | A | -0.14% | |
| CMA | C | -0.14% | |
| ZION | D | -0.13% | |
| WTFC | B | -0.13% | |
| CFR | B | -0.13% | |
| CBSH | D | -0.13% | |
| SSB | C | -0.13% | |
| BPOP | D | -0.13% | |
| SNV | D | -0.12% | |
| BEN | F | -0.12% | |
| MTG | A | -0.12% | |
| SEIC | B | -0.12% | |
| HLNE | A | -0.12% | |
| ESNT | A | -0.12% | |
| PB | D | -0.12% | |
| OMF | D | -0.11% | |
| LAZ | C | -0.11% | |
| FNB | D | -0.1% | |
| RDN | D | -0.1% | |
| AMG | B | -0.1% | |
| UMBF | C | -0.09% | |
| HOMB | D | -0.09% | |
| UBSI | D | -0.09% | |
| JHG | A | -0.09% | |
| TPG | A | -0.09% | |
| SLM | B | -0.09% | |
| GBCI | B | -0.09% | |
| OZK | D | -0.08% | |
| FCFS | F | -0.08% | |
| FFIN | D | -0.08% | |
| VLY | C | -0.07% | |
| RKT | D | -0.05% | |
| VIRT | B | -0.05% | |
| CACC | F | -0.05% | |
| BOKF | B | -0.04% | |
| UWMC | D | -0.02% | |
| TFSL | D | -0.01% |
FDTB: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Bond
Bloomberg Barclays Us Aggregate Bond Index
Bond Market Indices
Merrill Lynch
Corporate Bond
U.S. Government
U.S. Treasury
Fixed Income
Government Bond
Stock Market Index
Year Government
Barclays U.S. Long Government
Bear Market ETF
Bond Market
Government Bonds
High Yield Debt
Index Fund
Inflation
IYG: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Credit Services
Banks - Global
Financial Data & Stock Exchanges
Insurance - Diversified
Insurance - Specialty
Specialty Finance
Business Services
Mortgage Finance
Shell Companies
Software - Application
Software - Infrastructure
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Investment Bank
Deposit Products
Financial Products
Cash Management
Investment Banking
Commercial Bank
Investment Management
Real Estate Loans
Cash Management Services
Trust Services
Insurance
Advisory Services
Asset Management
Hedge Funds
Individual Retirement Account
Investment Product
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