IAI vs. IWD ETF Comparison

Comparison of iShares U.S. Broker-Dealers ETF (IAI) to iShares Russell 1000 Value ETF (IWD)
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

$126.61

Average Daily Volume

93,093

Number of Holdings *

33

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

iShares Russell 1000 Value ETF

IWD Description The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics. 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 Russell 1000 Value Index (the "underlying index"), which measures the performance of large- and mid-capitalization value sectors of the U.S. equity market. It is a subset of the Russell 1000® Index, which measures the performance of the large-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$187.62

Average Daily Volume

1,598,882

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period IAI IWD
30 Days 1.45% 2.90%
60 Days 3.90% 3.63%
90 Days 8.81% 7.60%
12 Months 33.36% 20.95%
0 Overlapping Holdings
Symbol Grade Weight in IAI Weight in IWD Overlap
IAI Overweight 33 Positions Relative to IWD
Symbol Grade Weight
JEF B 1.0%
HOOD C 1.0%
IBKR B 1.0%
TW A 1.0%
LPLA F 1.0%
FDS C 1.0%
COIN F 1.0%
RJF C 1.0%
SPGI A 1.0%
SCHW D 1.0%
NDAQ B 1.0%
CME B 1.0%
MSCI C 1.0%
MCO B 1.0%
ICE B 1.0%
MS D 1.0%
GS D 1.0%
CBOE B 1.0%
RILY F 1.0%
LPRO F 1.0%
DFIN B 1.0%
SNEX C 1.0%
PJT C 1.0%
MKTX C 1.0%
VIRT B 1.0%
MC B 1.0%
PIPR B 1.0%
LAZ B 1.0%
HLI A 1.0%
MORN C 1.0%
EVR B 1.0%
SF B 1.0%
BGC B 1.0%
IAI Underweight 10 Positions Relative to IWD
Symbol Grade Weight
BRK.A C -3.48%
JPM D -2.58%
XOM D -2.12%
UNH C -2.02%
JNJ B -1.6%
WMT B -1.34%
PG A -1.26%
BAC D -1.11%
CVX D -1.02%
TMO B -0.94%
Compare ETFs