IAT vs. FCTE ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to SMI 3Fourteen Full-Cycle Trend ETF (FCTE)
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
FCTE
SMI 3Fourteen Full-Cycle Trend ETF
FCTE Description
The fund is actively managed and typically owns 20 domestic stocks that are normally included in the S&P 500 Index ("S&P 500"). The FCT strategy is based on a proprietary model developed by 3Fourteen that selects stocks based on quality stock screens and trend factors such as return on capital and cash flow stability, earnings growth, return on investment, momentum, linear regression and trend analysis. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.47
Average Daily Volume
322,327
20
Performance
| Period | IAT | FCTE |
|---|---|---|
| 30 Days | -4.43% | 1.69% |
| 60 Days | 3.85% | 6.95% |
| 90 Days | 12.29% | 11.58% |
| 12 Months | 49.45% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IAT | Weight in FCTE | Overlap |
|---|
IAT Overweight 34 Positions Relative to FCTE
| 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 Underweight 20 Positions Relative to FCTE
IAT: Top Represented Industries & Keywords
FCTE: Top Represented Industries & Keywords
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