IAT vs. EAGL ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to Eagle Capital Select Equity ETF (EAGL)
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
$46.12
Average Daily Volume
325,321
34
EAGL
Eagle Capital Select Equity ETF
EAGL Description
EAGL seeks to outperform the US equity markets through a narrow exposure to global value stocks. The actively managed fund generally holds 15-35 stocks assessed based on the advisers estimate of their long-term intrinsic values. The belief is that there is an opportunity to capture excess returns through a longer-term perspective. Thus, several investments of the fund are expected to be made with a five to seven-year holding period. The portfolio is constructed using a fundamental analysis that considers business changes, growth prospects, margins, industry factors, and valuation scenarios over the next 5 to 10 years, which seeks to identify a margin of safety based on valuation discount, resilience, growth opportunities, and strong management. The fund primarily focuses on US stocks and large-cap companies. However, the fund may invest in companies of any size and geographic location, including emerging markets. EAGL launched by converting an SMA with $1.8 billion in assets.Grade (RS Rating)
Last Trade
$27.27
Average Daily Volume
57,545
9
Performance
| Period | IAT | EAGL |
|---|---|---|
| 30 Days | -4.43% | 1.11% |
| 60 Days | 3.85% | 6.32% |
| 90 Days | 12.29% | 2.13% |
| 12 Months | 49.45% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IAT | Weight in EAGL | Overlap |
|---|
IAT Overweight 34 Positions Relative to EAGL
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNC | C | 14.36% | |
| USB | C | 14.0% | |
| TFC | D | 11.23% | |
| FITB | C | 5.02% | |
| MTB | C | 4.6% | |
| FCNCA | D | 4.41% | |
| HBAN | D | 4.37% | |
| RF | C | 4.33% | |
| CFG | D | 3.76% | |
| KEY | C | 3.17% | |
| EWBC | D | 2.32% | |
| WAL | C | 1.92% | |
| FHN | D | 1.71% | |
| WBS | D | 1.63% | |
| CMA | C | 1.61% | |
| PNFP | D | 1.52% | |
| SSB | C | 1.5% | |
| WTFC | D | 1.46% | |
| CFR | D | 1.46% | |
| BPOP | D | 1.46% | |
| CBSH | D | 1.44% | |
| ZION | D | 1.41% | |
| PB | D | 1.39% | |
| SNV | D | 1.3% | |
| GBCI | C | 1.05% | |
| FNB | D | 1.03% | |
| UBSI | D | 1.02% | |
| HOMB | D | 1.02% | |
| FFIN | D | 0.97% | |
| UMBF | C | 0.95% | |
| OZK | F | 0.91% | |
| VLY | C | 0.77% | |
| BOKF | D | 0.48% | |
| TFSL | F | 0.14% |
IAT: Top Represented Industries & Keywords
EAGL: Top Represented Industries & Keywords
Compare ETFs
