IAT vs. AUSF ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to Global X Adaptive U.S. Factor ETF (AUSF)
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$54.31
Average Daily Volume
371,566
Number of Holdings
*
34
* may have additional holdings in another (foreign) market
AUSF
Global X Adaptive U.S. Factor ETF
AUSF Description
The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Adaptive Wealth Strategies U.S. Factor Index (the "index"). The fund invests at least 80% of its total assets in the securities of the index. Its 80% investment policy is non-fundamental and requires 60 days prior written notice to shareholders before it can be changed. The index is designed to dynamically allocate across three sub-indices that provide exposure to U.S. equities that exhibit characteristics of one of three primary factors: value, momentum and low volatility. The fund is non-diversified.Grade (RS Rating)
Last Trade
$43.30
Average Daily Volume
36,725
Number of Holdings
*
190
* may have additional holdings in another (foreign) market
Performance
| Period | IAT | AUSF |
|---|---|---|
| 30 Days | 8.23% | -0.41% |
| 60 Days | 13.31% | 3.05% |
| 90 Days | 19.05% | 5.35% |
| 12 Months | 54.72% | 29.32% |
12 Overlapping Holdings
| Symbol | Grade | Weight in IAT | Weight in AUSF | Overlap | |
|---|---|---|---|---|---|
| CFG | B | 3.74% | 0.54% | 0.54% | |
| CMA | B | 1.54% | 0.55% | 0.55% | |
| FHN | A | 1.95% | 0.56% | 0.56% | |
| FNB | B | 1.06% | 0.56% | 0.56% | |
| HBAN | B | 4.58% | 0.55% | 0.55% | |
| OZK | B | 0.91% | 0.53% | 0.53% | |
| PB | A | 1.4% | 0.55% | 0.55% | |
| RF | A | 4.3% | 0.54% | 0.54% | |
| UBSI | B | 1.0% | 0.56% | 0.56% | |
| UMBF | B | 0.96% | 0.57% | 0.57% | |
| WBS | A | 1.84% | 0.56% | 0.56% | |
| ZION | B | 1.57% | 0.56% | 0.56% |
IAT Overweight 22 Positions Relative to AUSF
IAT Underweight 178 Positions Relative to AUSF
| Symbol | Grade | Weight | |
|---|---|---|---|
| T | A | -1.81% | |
| VZ | C | -1.72% | |
| TMUS | B | -1.58% | |
| RSG | A | -1.53% | |
| COR | B | -1.52% | |
| V | A | -1.5% | |
| WMT | A | -1.5% | |
| BSX | A | -1.49% | |
| BRK.A | B | -1.46% | |
| ADP | B | -1.45% | |
| LMT | D | -1.45% | |
| GD | D | -1.45% | |
| JNPR | D | -1.44% | |
| RTX | D | -1.42% | |
| MMC | D | -1.41% | |
| CSCO | B | -1.41% | |
| ICE | C | -1.39% | |
| WM | B | -1.39% | |
| EA | A | -1.37% | |
| CME | A | -1.36% | |
| DOX | D | -1.36% | |
| LIN | D | -1.34% | |
| IBM | C | -1.32% | |
| JNJ | D | -1.31% | |
| ACI | C | -1.29% | |
| EDR | A | -1.27% | |
| KO | D | -1.01% | |
| MRK | F | -0.99% | |
| CBOE | C | -0.88% | |
| BR | B | -0.83% | |
| PG | C | -0.79% | |
| MCD | D | -0.71% | |
| DTM | A | -0.67% | |
| PEP | F | -0.67% | |
| MARA | C | -0.67% | |
| UNM | A | -0.63% | |
| KMI | A | -0.63% | |
| MO | A | -0.62% | |
| LBRDK | C | -0.59% | |
| IP | A | -0.57% | |
| COLB | B | -0.57% | |
| TPR | B | -0.57% | |
| ONB | B | -0.57% | |
| SYF | B | -0.57% | |
| JXN | C | -0.55% | |
| PVH | C | -0.55% | |
| ABG | B | -0.55% | |
| CADE | B | -0.55% | |
| LNC | B | -0.54% | |
| WHR | B | -0.54% | |
| OKE | A | -0.54% | |
| VTRS | A | -0.54% | |
| AL | B | -0.54% | |
| LAD | B | -0.54% | |
| PCAR | C | -0.54% | |
| HPE | B | -0.54% | |
| C | B | -0.53% | |
| GM | B | -0.53% | |
| INTC | C | -0.53% | |
| TAP | B | -0.53% | |
| BEN | C | -0.52% | |
| HPQ | B | -0.52% | |
| NOV | D | -0.52% | |
| ALLY | C | -0.52% | |
| BCC | C | -0.51% | |
| CMCSA | B | -0.51% | |
| AM | A | -0.51% | |
| QGEN | F | -0.5% | |
| BWA | D | -0.5% | |
| HST | D | -0.5% | |
| CHE | F | -0.5% | |
| RDN | D | -0.49% | |
| X | C | -0.49% | |
| CIVI | D | -0.49% | |
| SLG | B | -0.49% | |
| GAP | D | -0.49% | |
| SOLV | F | -0.48% | |
| MOS | D | -0.48% | |
| M | D | -0.48% | |
| SNX | D | -0.48% | |
| NXST | C | -0.48% | |
| CNC | F | -0.48% | |
| TDG | D | -0.48% | |
| CHRD | F | -0.48% | |
| AVT | C | -0.48% | |
| SON | F | -0.47% | |
| WBA | F | -0.47% | |
| BBY | D | -0.47% | |
| KRC | C | -0.47% | |
| STWD | C | -0.47% | |
| AGNC | C | -0.47% | |
| CRBG | B | -0.47% | |
| DINO | D | -0.47% | |
| BG | D | -0.47% | |
| VICI | C | -0.46% | |
| RPRX | F | -0.46% | |
| CVS | F | -0.46% | |
| UGI | C | -0.46% | |
| LYB | F | -0.46% | |
| MDT | D | -0.46% | |
| RNR | C | -0.46% | |
| CNH | C | -0.45% | |
| LEA | F | -0.45% | |
| HOG | F | -0.45% | |
| EMN | D | -0.45% | |
| CAG | F | -0.45% | |
| FMC | D | -0.44% | |
| KHC | F | -0.44% | |
| OGN | F | -0.44% | |
| PFE | F | -0.44% | |
| SWKS | F | -0.44% | |
| ADM | D | -0.44% | |
| WU | F | -0.44% | |
| HII | F | -0.44% | |
| ARW | F | -0.43% | |
| DOW | F | -0.42% | |
| CE | F | -0.29% | |
| YUM | D | -0.26% | |
| CACI | C | -0.22% | |
| PGR | B | -0.18% | |
| ABBV | F | -0.14% | |
| LDOS | C | -0.13% | |
| GRMN | B | -0.13% | |
| TW | A | -0.13% | |
| SO | C | -0.12% | |
| KR | B | -0.12% | |
| COST | A | -0.11% | |
| TRV | A | -0.11% | |
| CHD | A | -0.11% | |
| VRSK | B | -0.1% | |
| AAPL | C | -0.1% | |
| WMB | A | -0.1% | |
| GDDY | A | -0.1% | |
| SNA | B | -0.1% | |
| AFL | C | -0.1% | |
| MCK | A | -0.09% | |
| CVX | A | -0.09% | |
| NOC | D | -0.09% | |
| ATR | B | -0.09% | |
| PKG | B | -0.09% | |
| AME | A | -0.09% | |
| MSI | B | -0.09% | |
| WRB | B | -0.09% | |
| DUK | C | -0.09% | |
| ORI | A | -0.09% | |
| AMGN | D | -0.08% | |
| UNH | C | -0.08% | |
| CI | D | -0.08% | |
| CAH | B | -0.08% | |
| INGR | B | -0.08% | |
| HOLX | D | -0.08% | |
| HIG | B | -0.08% | |
| CB | C | -0.08% | |
| XOM | B | -0.08% | |
| ED | C | -0.08% | |
| BDX | F | -0.08% | |
| MA | B | -0.08% | |
| VRSN | F | -0.08% | |
| PNW | B | -0.08% | |
| FE | C | -0.07% | |
| MDLZ | F | -0.07% | |
| KMB | C | -0.07% | |
| CTLT | D | -0.07% | |
| K | B | -0.07% | |
| CL | D | -0.07% | |
| AJG | B | -0.07% | |
| ATO | A | -0.07% | |
| L | A | -0.07% | |
| DGX | A | -0.07% | |
| WELL | A | -0.07% | |
| ECL | D | -0.07% | |
| ROP | C | -0.07% | |
| VRTX | D | -0.07% | |
| TJX | A | -0.07% | |
| HON | B | -0.07% | |
| FI | A | -0.07% | |
| REGN | F | -0.06% | |
| AKAM | F | -0.06% |
IAT: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Banks - Global
Keywords:
Bank
Banking
Commercial Banking
Deposit Products
Real Estate Loans
Cash Management Services
Trust Services
Cash Management
Commercial Bank
Internet Banking
S&P 500
Deposit Services
Asset Management
Banking Services
Financial Products
Investment Bank
Investment Banking
Mobile Banking
Mortgage Banking
Deposit Facilities
AUSF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Aerospace & Defense
Business Services
Drug Manufacturers - Major
Insurance - Property & Casualty
Communication Equipment
Credit Services
Health Care Plans
Household & Personal Products
Oil & Gas Midstream
Packaged Foods
Packaging & Containers
Utilities - Regulated Electric
Asset Management
Biotechnology
Chemicals
Diversified Industrials
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Diversified
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