IAI vs. BELT ETF Comparison

Comparison of iShares U.S. Broker-Dealers ETF (IAI) to BlackRock Long-Term U.S. Equity ETF (BELT)
IAI

iShares U.S. Broker-Dealers ETF

IAI Description

The investment seeks to track the investment results of an index composed of U.S. equities in the investment 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 index. It seeks to track the investment results of the Dow Jones U.S. Select Investment Services Index (the "underlying index"), which measures the performance of the investment services sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$148.71

Average Daily Volume

102,067

Number of Holdings *

32

* may have additional holdings in another (foreign) market
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

$29.95

Average Daily Volume

1,010

Number of Holdings *

20

* may have additional holdings in another (foreign) market
Performance
Period IAI BELT
30 Days 7.78% -0.07%
60 Days 17.79% 0.98%
90 Days 19.49% 2.04%
12 Months 58.23%
1 Overlapping Holdings
Symbol Grade Weight in IAI Weight in BELT Overlap
SPGI C 12.64% 5.04% 5.04%
IAI Overweight 31 Positions Relative to BELT
Symbol Grade Weight
GS A 14.6%
MS A 12.7%
COIN A 6.26%
SCHW A 4.58%
NDAQ A 3.99%
MSCI A 3.94%
CME A 3.91%
ICE D 3.76%
MCO C 3.75%
RJF A 3.58%
LPLA A 2.8%
HOOD A 2.57%
CBOE D 2.57%
IBKR A 2.24%
FDS A 2.22%
TW B 1.87%
SF A 1.45%
JEF A 1.42%
EVR A 1.36%
MKTX C 1.28%
HLI A 1.21%
MORN B 1.15%
LAZ B 0.83%
PIPR A 0.67%
MC B 0.49%
PJT A 0.48%
BGC B 0.46%
VIRT A 0.37%
SNEX A 0.34%
DFIN D 0.21%
LPRO C 0.09%
IAI Underweight 19 Positions Relative to BELT
Symbol Grade Weight
MSFT D -12.96%
META C -8.52%
GOOG B -7.72%
MA A -6.87%
NVO F -5.28%
CDNS B -5.26%
TT A -4.96%
IR A -4.4%
ISRG A -4.24%
INTU A -4.18%
HWM A -4.11%
CMG B -3.9%
MASI A -3.4%
TMO D -3.21%
ENTG F -2.84%
ADI D -2.8%
FND F -2.56%
NVDA B -2.5%
LRCX F -2.43%
Compare ETFs