IAT vs. DIVL ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to Madison Dividend Value ETF (DIVL)
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
$54.49
Average Daily Volume
360,894
34
DIVL
Madison Dividend Value ETF
DIVL Description
The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over $1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in dividend paying equity securities. The fund may also invest up to 50% of its common stock allocation in foreign securities, including ADRs and emerging market securities.Grade (RS Rating)
Last Trade
$22.33
Average Daily Volume
2,675
36
Performance
| Period | IAT | DIVL |
|---|---|---|
| 30 Days | 8.39% | -0.11% |
| 60 Days | 16.66% | 4.34% |
| 90 Days | 19.21% | 7.03% |
| 12 Months | 57.30% | 21.71% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IAT | Weight in DIVL | Overlap | |
|---|---|---|---|---|---|
| USB | B | 13.49% | 2.49% | 2.49% |
IAT Overweight 33 Positions Relative to DIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNC | A | 14.09% | |
| TFC | A | 10.79% | |
| MTB | A | 4.82% | |
| FITB | A | 4.75% | |
| HBAN | A | 4.59% | |
| FCNCA | A | 4.59% | |
| RF | A | 4.22% | |
| CFG | A | 3.75% | |
| KEY | A | 3.23% | |
| EWBC | A | 2.56% | |
| FHN | A | 1.91% | |
| WAL | A | 1.79% | |
| WBS | A | 1.79% | |
| PNFP | A | 1.65% | |
| CFR | A | 1.61% | |
| CMA | A | 1.55% | |
| WTFC | A | 1.54% | |
| ZION | A | 1.54% | |
| SSB | A | 1.49% | |
| SNV | A | 1.47% | |
| CBSH | A | 1.45% | |
| PB | A | 1.36% | |
| BPOP | C | 1.26% | |
| GBCI | A | 1.15% | |
| FNB | A | 1.05% | |
| HOMB | A | 0.99% | |
| UBSI | A | 0.99% | |
| UMBF | A | 0.98% | |
| FFIN | A | 0.95% | |
| OZK | A | 0.91% | |
| VLY | A | 0.78% | |
| BOKF | A | 0.46% | |
| TFSL | A | 0.14% |
IAT Underweight 35 Positions Relative to DIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| MS | A | -4.62% | |
| FAST | B | -4.57% | |
| ADP | B | -4.54% | |
| ABBV | F | -4.17% | |
| TXN | C | -4.05% | |
| HD | A | -3.76% | |
| HON | A | -3.68% | |
| JPM | A | -3.43% | |
| LOW | A | -3.23% | |
| AMT | D | -3.07% | |
| CVX | A | -2.99% | |
| EOG | A | -2.95% | |
| D | C | -2.86% | |
| JNJ | D | -2.85% | |
| UNP | D | -2.81% | |
| MDT | D | -2.69% | |
| HPE | B | -2.66% | |
| NEE | C | -2.65% | |
| CME | A | -2.6% | |
| COP | C | -2.55% | |
| BAC | A | -2.54% | |
| MKC | D | -2.39% | |
| APD | A | -2.26% | |
| CMI | A | -2.09% | |
| DGX | A | -2.0% | |
| CMCSA | B | -1.98% | |
| XOM | B | -1.91% | |
| PG | C | -1.37% | |
| NKE | D | -1.36% | |
| PEP | F | -1.31% | |
| ABT | B | -1.25% | |
| DE | D | -1.18% | |
| PAYX | B | -1.13% | |
| CL | D | -0.98% | |
| HSY | F | -0.93% |
IAT: Top Represented Industries & Keywords
DIVL: Top Represented Industries & Keywords
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