IUSV vs. SCHK ETF Comparison

Comparison of iShares Core U.S. Vaue ETF (IUSV) to Schwab 1000 ETF (SCHK)
IUSV

iShares Core U.S. Vaue ETF

IUSV Description

The investment seeks to track the investment results of a broad-based index composed of 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 3000 Value Index (the "underlying index"), which measures the performance of the value sector of the broad U.S. equity market.

Grade (RS Rating)

Last Trade

$98.97

Average Daily Volume

517,714

Number of Holdings *

728

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

Schwab 1000 ETF

SCHK Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Schwab 1000 Index®. The Schwab 1000 Index is a float-adjusted market capitalization weighted index that includes the 1,000 largest stocks of publicly traded companies in the United States, with size being determined by market capitalization (total market value of all shares outstanding). It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in stocks included in the index.

Grade (RS Rating)

Last Trade

$28.91

Average Daily Volume

316,637

Number of Holdings *

966

* may have additional holdings in another (foreign) market
Performance
Period IUSV SCHK
30 Days 3.05% 3.81%
60 Days 4.28% 5.41%
90 Days 6.30% 7.14%
12 Months 27.24% 33.62%
631 Overlapping Holdings
Symbol Grade Weight in IUSV Weight in SCHK Overlap
A D 0.17% 0.07% 0.07%
AA B 0.05% 0.02% 0.02%
AAL B 0.04% 0.02% 0.02%
ABBV D 0.83% 0.54% 0.54%
ABNB C 0.13% 0.1% 0.1%
ABT B 0.87% 0.36% 0.36%
ACM A 0.03% 0.03% 0.03%
ACN C 0.46% 0.41% 0.41%
ADC B 0.03% 0.01% 0.01%
ADI D 0.19% 0.19% 0.19%
ADM D 0.11% 0.04% 0.04%
ADP B 0.33% 0.22% 0.22%
ADSK A 0.14% 0.12% 0.12%
AEE A 0.1% 0.04% 0.04%
AEP D 0.22% 0.09% 0.09%
AES F 0.04% 0.02% 0.02%
AFG A 0.05% 0.02% 0.02%
AFL B 0.24% 0.1% 0.1%
AGCO D 0.02% 0.01% 0.01%
AIG B 0.21% 0.09% 0.09%
AIZ A 0.05% 0.02% 0.02%
AJG B 0.14% 0.12% 0.12%
AKAM D 0.03% 0.02% 0.02%
ALB C 0.05% 0.02% 0.02%
ALGN D 0.03% 0.03% 0.03%
ALL A 0.23% 0.09% 0.09%
ALLE D 0.03% 0.02% 0.02%
ALLY C 0.04% 0.02% 0.02%
ALV C 0.01% 0.01% 0.01%
AM A 0.01% 0.01% 0.01%
AMCR D 0.06% 0.03% 0.03%
AME A 0.1% 0.08% 0.08%
AMG B 0.02% 0.01% 0.01%
AMGN D 0.7% 0.29% 0.29%
AMH D 0.02% 0.02% 0.02%
AMKR D 0.01% 0.01% 0.01%
AMP A 0.11% 0.1% 0.1%
AMT D 0.23% 0.16% 0.16%
AN C 0.02% 0.01% 0.01%
ANSS B 0.06% 0.05% 0.05%
AON A 0.17% 0.15% 0.15%
AOS F 0.01% 0.02% 0.01%
APD A 0.31% 0.12% 0.12%
APH A 0.17% 0.16% 0.16%
APTV D 0.06% 0.03% 0.03%
AR B 0.04% 0.02% 0.02%
ARE D 0.07% 0.03% 0.03%
ARMK B 0.04% 0.02% 0.02%
ARW D 0.03% 0.01% 0.01%
ATO A 0.1% 0.04% 0.04%
ATR B 0.02% 0.02% 0.02%
AVB B 0.14% 0.06% 0.06%
AVTR F 0.04% 0.03% 0.03%
AVY D 0.07% 0.03% 0.03%
AWK D 0.11% 0.05% 0.05%
AXP A 0.21% 0.29% 0.21%
AYI B 0.02% 0.02% 0.02%
AZO C 0.07% 0.1% 0.07%
BA F 0.25% 0.18% 0.18%
BAC A 1.35% 0.55% 0.55%
BALL D 0.08% 0.03% 0.03%
BAX D 0.07% 0.03% 0.03%
BBY D 0.08% 0.03% 0.03%
BC C 0.01% 0.01% 0.01%
BDX F 0.29% 0.12% 0.12%
BEN C 0.03% 0.01% 0.01%
BERY B 0.03% 0.01% 0.01%
BG F 0.05% 0.02% 0.02%
BIIB F 0.11% 0.04% 0.04%
BIO D 0.03% 0.01% 0.01%
BJ A 0.05% 0.02% 0.02%
BK A 0.25% 0.1% 0.1%
BKR B 0.19% 0.08% 0.08%
BLK C 0.64% 0.26% 0.26%
BMRN D 0.02% 0.02% 0.02%
BMY B 0.52% 0.21% 0.21%
BR A 0.05% 0.05% 0.05%
BRBR A 0.02% 0.02% 0.02%
BRK.A B 3.74% 1.53% 1.53%
BRKR D 0.01% 0.01% 0.01%
BRO B 0.03% 0.05% 0.03%
BRX A 0.02% 0.02% 0.02%
BSX B 0.25% 0.23% 0.23%
BURL A 0.03% 0.03% 0.03%
BWA D 0.03% 0.01% 0.01%
BX A 0.16% 0.23% 0.16%
BXP D 0.05% 0.02% 0.02%
C A 0.57% 0.23% 0.23%
CACI D 0.03% 0.02% 0.02%
CADE B 0.01% 0.01% 0.01%
CAG D 0.06% 0.02% 0.02%
CAH B 0.13% 0.05% 0.05%
CARR D 0.14% 0.11% 0.11%
CAT B 0.34% 0.34% 0.34%
CB C 0.47% 0.19% 0.19%
CBOE B 0.03% 0.04% 0.03%
CBRE B 0.17% 0.07% 0.07%
CBSH A 0.02% 0.02% 0.02%
CBT C 0.01% 0.01% 0.01%
CCI D 0.2% 0.08% 0.08%
CCK C 0.02% 0.02% 0.02%
CCL B 0.03% 0.04% 0.03%
CDW F 0.06% 0.04% 0.04%
CEG D 0.17% 0.13% 0.13%
CF B 0.03% 0.03% 0.03%
CFG B 0.09% 0.04% 0.04%
CFR B 0.02% 0.02% 0.02%
CG A 0.02% 0.02% 0.02%
CGNX C 0.02% 0.01% 0.01%
CHD B 0.06% 0.05% 0.05%
CHE D 0.01% 0.02% 0.01%
CHH A 0.01% 0.01% 0.01%
CHRW C 0.06% 0.02% 0.02%
CHTR C 0.09% 0.07% 0.07%
CHX C 0.01% 0.01% 0.01%
CI F 0.4% 0.17% 0.17%
CIEN B 0.03% 0.02% 0.02%
CINF A 0.1% 0.04% 0.04%
CL D 0.2% 0.13% 0.13%
CLF F 0.02% 0.01% 0.01%
CLX B 0.09% 0.04% 0.04%
CMC B 0.03% 0.01% 0.01%
CMCSA B 0.73% 0.3% 0.3%
CME A 0.22% 0.15% 0.15%
CMI A 0.22% 0.09% 0.09%
CMS C 0.09% 0.04% 0.04%
CNC D 0.13% 0.05% 0.05%
CNH C 0.04% 0.02% 0.02%
CNM D 0.02% 0.01% 0.01%
CNP B 0.09% 0.04% 0.04%
CNXC F 0.01% 0.0% 0.0%
COF B 0.31% 0.13% 0.13%
COHR B 0.07% 0.03% 0.03%
COLB A 0.03% 0.01% 0.01%
COLM B 0.01% 0.0% 0.0%
COP C 0.18% 0.23% 0.18%
COR B 0.19% 0.08% 0.08%
COST B 1.04% 0.74% 0.74%
CPB D 0.04% 0.02% 0.02%
CPT B 0.06% 0.02% 0.02%
CRL C 0.04% 0.02% 0.02%
CRUS D 0.01% 0.01% 0.01%
CSCO B 1.02% 0.43% 0.43%
CSGP D 0.08% 0.06% 0.06%
CSX B 0.15% 0.13% 0.13%
CTAS B 0.15% 0.14% 0.14%
CTLT B 0.05% 0.02% 0.02%
CTRA B 0.03% 0.03% 0.03%
CTSH B 0.17% 0.07% 0.07%
CTVA C 0.17% 0.07% 0.07%
CUBE D 0.02% 0.02% 0.02%
CVLT B 0.01% 0.01% 0.01%
CVS D 0.3% 0.12% 0.12%
CVX A 1.2% 0.48% 0.48%
CW B 0.02% 0.03% 0.02%
CYTK F 0.02% 0.01% 0.01%
CZR F 0.02% 0.02% 0.02%
D C 0.21% 0.08% 0.08%
DAL C 0.08% 0.07% 0.07%
DAR C 0.03% 0.01% 0.01%
DAY B 0.02% 0.02% 0.02%
DCI B 0.02% 0.02% 0.02%
DD D 0.15% 0.06% 0.06%
DE A 0.19% 0.18% 0.18%
DELL C 0.08% 0.07% 0.07%
DFS B 0.09% 0.08% 0.08%
DG F 0.07% 0.03% 0.03%
DGX A 0.08% 0.03% 0.03%
DHR F 0.67% 0.28% 0.28%
DINO D 0.03% 0.01% 0.01%
DIS B 0.87% 0.33% 0.33%
DKS C 0.02% 0.02% 0.02%
DLR B 0.14% 0.1% 0.1%
DLTR F 0.06% 0.02% 0.02%
DOC D 0.07% 0.03% 0.03%
DOCU A 0.07% 0.03% 0.03%
DOV A 0.12% 0.05% 0.05%
DOW F 0.14% 0.06% 0.06%
DPZ C 0.04% 0.03% 0.03%
DRI B 0.04% 0.04% 0.04%
DTE C 0.11% 0.04% 0.04%
DTM B 0.02% 0.02% 0.02%
DUK C 0.37% 0.15% 0.15%
DVA B 0.01% 0.01% 0.01%
DVN F 0.11% 0.04% 0.04%
DXCM D 0.05% 0.05% 0.05%
EA A 0.1% 0.07% 0.07%
EBAY D 0.13% 0.05% 0.05%
ECL D 0.13% 0.11% 0.11%
ED D 0.14% 0.06% 0.06%
EFX F 0.09% 0.06% 0.06%
EG C 0.07% 0.03% 0.03%
EGP F 0.01% 0.02% 0.01%
EHC B 0.02% 0.02% 0.02%
EIX B 0.14% 0.06% 0.06%
EL F 0.07% 0.03% 0.03%
ELS C 0.02% 0.02% 0.02%
ELV F 0.41% 0.17% 0.17%
EMN D 0.05% 0.02% 0.02%
EMR A 0.32% 0.13% 0.13%
ENPH F 0.02% 0.01% 0.01%
EOG A 0.11% 0.14% 0.11%
EPAM C 0.04% 0.03% 0.03%
EQH B 0.01% 0.03% 0.01%
EQIX A 0.2% 0.15% 0.15%
EQR B 0.11% 0.05% 0.05%
EQT B 0.11% 0.05% 0.05%
ERIE D 0.02% 0.02% 0.02%
ES D 0.1% 0.04% 0.04%
ESNT D 0.03% 0.01% 0.01%
ESS B 0.08% 0.04% 0.04%
ETN A 0.24% 0.26% 0.24%
ETR B 0.14% 0.06% 0.06%
EVR B 0.01% 0.02% 0.01%
EVRG A 0.06% 0.03% 0.03%
EW C 0.11% 0.07% 0.07%
EWBC A 0.03% 0.03% 0.03%
EXC C 0.17% 0.07% 0.07%
EXLS B 0.01% 0.01% 0.01%
EXPD D 0.05% 0.03% 0.03%
EXPO D 0.01% 0.01% 0.01%
EXR D 0.15% 0.06% 0.06%
F C 0.19% 0.08% 0.08%
FAF A 0.03% 0.01% 0.01%
FAST B 0.1% 0.09% 0.09%
FBIN D 0.02% 0.02% 0.02%
FCX D 0.14% 0.11% 0.11%
FDS B 0.04% 0.03% 0.03%
FDX B 0.29% 0.12% 0.12%
FE C 0.09% 0.04% 0.04%
FFIN B 0.01% 0.01% 0.01%
FFIV B 0.06% 0.03% 0.03%
FHN A 0.05% 0.02% 0.02%
FI A 0.26% 0.22% 0.22%
FIS C 0.21% 0.09% 0.09%
FITB A 0.14% 0.06% 0.06%
FLO D 0.02% 0.01% 0.01%
FLR B 0.04% 0.02% 0.02%
FLS B 0.02% 0.01% 0.01%
FMC D 0.03% 0.01% 0.01%
FNB A 0.03% 0.01% 0.01%
FNF B 0.07% 0.03% 0.03%
FOXA B 0.05% 0.03% 0.03%
FR C 0.02% 0.01% 0.01%
FRT B 0.04% 0.02% 0.02%
FSLR F 0.09% 0.03% 0.03%
FYBR D 0.03% 0.01% 0.01%
G B 0.03% 0.01% 0.01%
GAP C 0.02% 0.01% 0.01%
GATX A 0.02% 0.01% 0.01%
GBCI B 0.03% 0.01% 0.01%
GD F 0.33% 0.14% 0.14%
GE D 0.48% 0.36% 0.36%
GEHC F 0.17% 0.07% 0.07%
GEN B 0.07% 0.03% 0.03%
GEV B 0.22% 0.16% 0.16%
GILD C 0.5% 0.21% 0.21%
GIS D 0.16% 0.07% 0.07%
GL B 0.04% 0.02% 0.02%
GLPI C 0.03% 0.02% 0.02%
GLW B 0.16% 0.07% 0.07%
GM B 0.28% 0.12% 0.12%
GME C 0.05% 0.02% 0.02%
GMED A 0.04% 0.02% 0.02%
GNRC B 0.02% 0.02% 0.02%
GNTX C 0.01% 0.01% 0.01%
GPC D 0.08% 0.03% 0.03%
GPK C 0.04% 0.02% 0.02%
GPN B 0.13% 0.05% 0.05%
GRMN B 0.07% 0.06% 0.06%
GS A 0.81% 0.34% 0.34%
GWW B 0.06% 0.1% 0.06%
GXO B 0.01% 0.01% 0.01%
HAL C 0.12% 0.05% 0.05%
HAS D 0.04% 0.01% 0.01%
HBAN A 0.11% 0.05% 0.05%
HCA F 0.15% 0.12% 0.12%
HD A 1.11% 0.73% 0.73%
HIG B 0.15% 0.06% 0.06%
HII D 0.03% 0.01% 0.01%
HOG D 0.02% 0.01% 0.01%
HOLX D 0.08% 0.03% 0.03%
HOMB A 0.02% 0.01% 0.01%
HON B 0.66% 0.27% 0.27%
HPE B 0.12% 0.05% 0.05%
HPQ B 0.16% 0.06% 0.06%
HQY B 0.02% 0.01% 0.01%
HRL D 0.04% 0.02% 0.02%
HSIC B 0.04% 0.02% 0.02%
HST C 0.02% 0.02% 0.02%
HSY F 0.07% 0.05% 0.05%
HUBB B 0.06% 0.04% 0.04%
HUM C 0.15% 0.06% 0.06%
HWM A 0.09% 0.08% 0.08%
HXL D 0.01% 0.01% 0.01%
IBKR A 0.03% 0.03% 0.03%
IBM C 0.84% 0.35% 0.35%
ICE C 0.39% 0.16% 0.16%
IDA A 0.02% 0.01% 0.01%
IDXX F 0.07% 0.06% 0.06%
IEX B 0.08% 0.03% 0.03%
IFF D 0.1% 0.04% 0.04%
ILMN D 0.1% 0.04% 0.04%
INCY C 0.05% 0.02% 0.02%
INGR B 0.03% 0.02% 0.02%
INTC D 0.47% 0.19% 0.19%
INVH D 0.08% 0.03% 0.03%
IP B 0.09% 0.03% 0.03%
IPG D 0.05% 0.02% 0.02%
IQV D 0.09% 0.07% 0.07%
IR B 0.04% 0.08% 0.04%
IRM D 0.07% 0.06% 0.06%
ISRG A 0.28% 0.34% 0.28%
ITW B 0.17% 0.13% 0.13%
IVZ B 0.03% 0.01% 0.01%
J F 0.08% 0.03% 0.03%
JAZZ B 0.02% 0.01% 0.01%
JBHT C 0.06% 0.03% 0.03%
JBL B 0.03% 0.03% 0.03%
JCI C 0.25% 0.1% 0.1%
JEF A 0.05% 0.02% 0.02%
JHG A 0.03% 0.01% 0.01%
JKHY D 0.06% 0.02% 0.02%
JLL D 0.05% 0.02% 0.02%
JNJ D 1.6% 0.66% 0.66%
JNPR F 0.06% 0.02% 0.02%
JPM A 3.01% 1.23% 1.23%
K A 0.09% 0.04% 0.04%
KBH D 0.01% 0.01% 0.01%
KBR F 0.02% 0.02% 0.02%
KD B 0.03% 0.01% 0.01%
KDP D 0.16% 0.07% 0.07%
KEX C 0.02% 0.01% 0.01%
KEY B 0.08% 0.03% 0.03%
KEYS A 0.12% 0.05% 0.05%
KHC F 0.12% 0.05% 0.05%
KIM A 0.07% 0.03% 0.03%
KMB D 0.19% 0.08% 0.08%
KMI A 0.23% 0.09% 0.09%
KMX B 0.05% 0.02% 0.02%
KNX B 0.04% 0.02% 0.02%
KO D 0.65% 0.44% 0.44%
KR B 0.17% 0.07% 0.07%
KRG B 0.03% 0.01% 0.01%
KVUE A 0.2% 0.08% 0.08%
L A 0.07% 0.03% 0.03%
LAD A 0.04% 0.02% 0.02%
LAMR D 0.02% 0.02% 0.02%
LANC C 0.01% 0.01% 0.01%
LDOS C 0.1% 0.05% 0.05%
LEA D 0.02% 0.01% 0.01%
LEN D 0.08% 0.07% 0.07%
LFUS F 0.01% 0.01% 0.01%
LH C 0.09% 0.04% 0.04%
LHX C 0.21% 0.09% 0.09%
LIN D 0.46% 0.39% 0.39%
LKQ D 0.04% 0.02% 0.02%
LMT D 0.5% 0.21% 0.21%
LNT A 0.07% 0.03% 0.03%
LOW D 0.67% 0.28% 0.28%
LPX B 0.01% 0.01% 0.01%
LSTR D 0.01% 0.01% 0.01%
LUV C 0.08% 0.03% 0.03%
LVS C 0.03% 0.03% 0.03%
LW C 0.02% 0.02% 0.02%
LYB F 0.09% 0.04% 0.04%
MA C 0.53% 0.77% 0.53%
MAA B 0.08% 0.03% 0.03%
MAS D 0.03% 0.03% 0.03%
MASI A 0.01% 0.01% 0.01%
MAT D 0.02% 0.01% 0.01%
MCD D 0.52% 0.38% 0.38%
MCHP D 0.06% 0.06% 0.06%
MCK B 0.35% 0.14% 0.14%
MCO B 0.17% 0.13% 0.13%
MDLZ F 0.22% 0.16% 0.16%
MDT D 0.48% 0.2% 0.2%
MET A 0.21% 0.09% 0.09%
MGM D 0.01% 0.02% 0.01%
MHK D 0.03% 0.01% 0.01%
MIDD C 0.02% 0.01% 0.01%
MKC D 0.08% 0.03% 0.03%
MKSI C 0.02% 0.01% 0.01%
MKTX D 0.04% 0.02% 0.02%
MLM B 0.05% 0.07% 0.05%
MMC B 0.23% 0.2% 0.2%
MMM D 0.32% 0.13% 0.13%
MMS F 0.01% 0.01% 0.01%
MNST C 0.07% 0.07% 0.07%
MO A 0.41% 0.17% 0.17%
MOH F 0.03% 0.03% 0.03%
MOS F 0.04% 0.01% 0.01%
MPC D 0.1% 0.09% 0.09%
MRK F 0.65% 0.45% 0.45%
MRNA F 0.06% 0.03% 0.03%
MRO B 0.03% 0.03% 0.03%
MS A 0.72% 0.3% 0.3%
MSCI C 0.09% 0.09% 0.09%
MSI B 0.15% 0.15% 0.15%
MTB A 0.16% 0.06% 0.06%
MTCH D 0.04% 0.01% 0.01%
MTD D 0.07% 0.05% 0.05%
MTG C 0.02% 0.01% 0.01%
MTN C 0.01% 0.01% 0.01%
MTSI B 0.01% 0.01% 0.01%
MTZ B 0.04% 0.02% 0.02%
MU D 0.48% 0.2% 0.2%
MUR D 0.01% 0.01% 0.01%
NDAQ A 0.14% 0.06% 0.06%
NDSN B 0.06% 0.03% 0.03%
NEE D 0.68% 0.27% 0.27%
NEM D 0.2% 0.08% 0.08%
NFG A 0.02% 0.01% 0.01%
NI A 0.07% 0.03% 0.03%
NKE D 0.23% 0.16% 0.16%
NNN D 0.02% 0.01% 0.01%
NOC D 0.3% 0.13% 0.13%
NOV C 0.03% 0.01% 0.01%
NOVT D 0.01% 0.01% 0.01%
NRG B 0.08% 0.03% 0.03%
NSC B 0.26% 0.11% 0.11%
NTAP C 0.07% 0.04% 0.04%
NTRS A 0.09% 0.04% 0.04%
NUE C 0.06% 0.06% 0.06%
NWSA B 0.05% 0.03% 0.03%
NXPI D 0.06% 0.1% 0.06%
NXST C 0.02% 0.01% 0.01%
O D 0.21% 0.09% 0.09%
OGE B 0.04% 0.02% 0.02%
OHI C 0.03% 0.02% 0.02%
OKE A 0.1% 0.11% 0.1%
OLN D 0.01% 0.01% 0.01%
OMC C 0.09% 0.04% 0.04%
ON D 0.07% 0.05% 0.05%
ONB B 0.03% 0.01% 0.01%
OPCH D 0.01% 0.01% 0.01%
ORI A 0.04% 0.02% 0.02%
ORLY B 0.08% 0.13% 0.08%
OSK B 0.03% 0.01% 0.01%
OTIS C 0.11% 0.07% 0.07%
OXY D 0.15% 0.06% 0.06%
PAG B 0.01% 0.01% 0.01%
PARA C 0.03% 0.01% 0.01%
PAYC B 0.03% 0.02% 0.02%
PAYX C 0.12% 0.08% 0.08%
PB A 0.03% 0.01% 0.01%
PCAR B 0.07% 0.11% 0.07%
PCG A 0.2% 0.08% 0.08%
PEG A 0.19% 0.08% 0.08%
PEP F 0.63% 0.4% 0.4%
PFE D 0.64% 0.27% 0.27%
PFG D 0.08% 0.03% 0.03%
PFGC B 0.06% 0.02% 0.02%
PG A 1.05% 0.7% 0.7%
PGR A 0.33% 0.27% 0.27%
PH A 0.09% 0.16% 0.09%
PKG A 0.09% 0.04% 0.04%
PLD D 0.46% 0.19% 0.19%
PM B 0.55% 0.35% 0.35%
PNC B 0.36% 0.15% 0.15%
PNFP B 0.02% 0.02% 0.02%
PNR A 0.02% 0.03% 0.02%
PNW B 0.04% 0.02% 0.02%
PODD C 0.05% 0.03% 0.03%
POOL C 0.03% 0.02% 0.02%
POR C 0.02% 0.01% 0.01%
POST C 0.02% 0.01% 0.01%
PPC C 0.01% 0.0% 0.0%
PPG F 0.13% 0.05% 0.05%
PPL B 0.11% 0.04% 0.04%
PRU A 0.2% 0.08% 0.08%
PSA D 0.13% 0.09% 0.09%
PSN D 0.01% 0.01% 0.01%
PSX C 0.24% 0.1% 0.1%
PTC A 0.04% 0.04% 0.04%
PVH C 0.03% 0.01% 0.01%
PWR A 0.06% 0.09% 0.06%
PYPL B 0.38% 0.16% 0.16%
QCOM F 0.38% 0.32% 0.32%
QRVO F 0.03% 0.01% 0.01%
R B 0.03% 0.01% 0.01%
RCM F 0.01% 0.0% 0.0%
REG B 0.05% 0.02% 0.02%
REGN F 0.15% 0.15% 0.15%
REXR F 0.02% 0.02% 0.02%
RF A 0.11% 0.04% 0.04%
RGA A 0.07% 0.03% 0.03%
RGLD C 0.02% 0.02% 0.02%
RJF A 0.13% 0.05% 0.05%
RL B 0.02% 0.02% 0.02%
RLI B 0.01% 0.01% 0.01%
RMD C 0.15% 0.06% 0.06%
RNR C 0.03% 0.02% 0.02%
ROIV C 0.01% 0.01% 0.01%
ROK B 0.07% 0.06% 0.06%
ROL B 0.03% 0.03% 0.03%
ROP B 0.15% 0.11% 0.11%
RPM A 0.03% 0.03% 0.03%
RRX B 0.05% 0.02% 0.02%
RSG A 0.08% 0.08% 0.08%
RTX C 0.69% 0.29% 0.29%
RVTY F 0.06% 0.03% 0.03%
SAIC F 0.02% 0.01% 0.01%
SBAC D 0.06% 0.04% 0.04%
SBUX A 0.2% 0.2% 0.2%
SCHW B 0.52% 0.21% 0.21%
SCI B 0.03% 0.02% 0.02%
SEIC B 0.02% 0.01% 0.01%
SF B 0.05% 0.02% 0.02%
SFM A 0.04% 0.03% 0.03%
SHW A 0.2% 0.16% 0.16%
SIGI C 0.01% 0.01% 0.01%
SJM D 0.05% 0.02% 0.02%
SLB C 0.27% 0.11% 0.11%
SLGN A 0.02% 0.01% 0.01%
SNA A 0.05% 0.03% 0.03%
SNV B 0.04% 0.01% 0.01%
SNX C 0.04% 0.02% 0.02%
SO D 0.41% 0.17% 0.17%
SOLV C 0.04% 0.02% 0.02%
SON D 0.02% 0.01% 0.01%
SPG B 0.15% 0.1% 0.1%
SPGI C 0.4% 0.29% 0.29%
SRE A 0.25% 0.1% 0.1%
SRPT D 0.01% 0.02% 0.01%
SSB B 0.04% 0.01% 0.01%
ST F 0.02% 0.01% 0.01%
STAG F 0.01% 0.01% 0.01%
STE F 0.04% 0.04% 0.04%
STLD B 0.03% 0.04% 0.03%
STT A 0.12% 0.05% 0.05%
STWD C 0.03% 0.01% 0.01%
STX D 0.05% 0.04% 0.04%
STZ D 0.17% 0.07% 0.07%
SW A 0.11% 0.04% 0.04%
SWK D 0.06% 0.02% 0.02%
SWKS F 0.06% 0.02% 0.02%
SWX B 0.02% 0.01% 0.01%
SYF B 0.11% 0.05% 0.05%
SYK C 0.21% 0.24% 0.21%
SYY B 0.16% 0.07% 0.07%
T A 0.7% 0.29% 0.29%
TAP C 0.05% 0.02% 0.02%
TDY B 0.1% 0.04% 0.04%
TECH D 0.05% 0.02% 0.02%
TER D 0.08% 0.03% 0.03%
TFC A 0.27% 0.11% 0.11%
TFX F 0.04% 0.02% 0.02%
TGT F 0.31% 0.13% 0.13%
THC D 0.07% 0.03% 0.03%
THG A 0.03% 0.01% 0.01%
THO B 0.03% 0.01% 0.01%
TJX A 0.21% 0.24% 0.21%
TKO B 0.02% 0.01% 0.01%
TKR D 0.01% 0.01% 0.01%
TMHC B 0.03% 0.01% 0.01%
TMO F 0.55% 0.37% 0.37%
TMUS B 0.51% 0.21% 0.21%
TPL A 0.04% 0.05% 0.04%
TPR B 0.06% 0.02% 0.02%
TRMB B 0.08% 0.03% 0.03%
TROW B 0.12% 0.05% 0.05%
TRV B 0.26% 0.1% 0.1%
TSCO D 0.08% 0.05% 0.05%
TSN B 0.08% 0.03% 0.03%
TT A 0.13% 0.17% 0.13%
TTC D 0.02% 0.02% 0.02%
TTWO A 0.06% 0.05% 0.05%
TXN C 0.52% 0.34% 0.34%
TXT D 0.07% 0.03% 0.03%
UAL A 0.13% 0.05% 0.05%
UBSI B 0.02% 0.01% 0.01%
UDR B 0.06% 0.02% 0.02%
UGI A 0.02% 0.01% 0.01%
UHS D 0.05% 0.02% 0.02%
ULTA F 0.03% 0.03% 0.03%
UMBF B 0.02% 0.01% 0.01%
UNH C 1.48% 1.0% 1.0%
UNM A 0.04% 0.02% 0.02%
UNP C 0.34% 0.26% 0.26%
UPS C 0.42% 0.17% 0.17%
USB A 0.34% 0.14% 0.14%
USFD A 0.07% 0.03% 0.03%
UTHR C 0.04% 0.03% 0.03%
V A 0.77% 0.92% 0.77%
VICI C 0.14% 0.06% 0.06%
VLO C 0.2% 0.08% 0.08%
VLTO D 0.11% 0.05% 0.05%
VMC B 0.06% 0.07% 0.06%
VMI B 0.03% 0.01% 0.01%
VNO B 0.03% 0.01% 0.01%
VOYA B 0.02% 0.01% 0.01%
VRSK A 0.08% 0.07% 0.07%
VRSN F 0.04% 0.03% 0.03%
VRTX F 0.2% 0.23% 0.2%
VTR C 0.11% 0.05% 0.05%
VTRS A 0.07% 0.03% 0.03%
VZ C 0.75% 0.31% 0.31%
WAB B 0.15% 0.06% 0.06%
WAL B 0.02% 0.02% 0.02%
WAT B 0.06% 0.04% 0.04%
WBA F 0.03% 0.01% 0.01%
WBD C 0.1% 0.04% 0.04%
WBS A 0.04% 0.02% 0.02%
WCC B 0.04% 0.02% 0.02%
WDC D 0.09% 0.04% 0.04%
WEC A 0.13% 0.06% 0.06%
WELL A 0.34% 0.14% 0.14%
WFC A 1.08% 0.44% 0.44%
WH B 0.01% 0.01% 0.01%
WHR B 0.03% 0.01% 0.01%
WM A 0.19% 0.15% 0.15%
WMB A 0.18% 0.12% 0.12%
WMT A 1.6% 0.66% 0.66%
WPC D 0.05% 0.02% 0.02%
WRB A 0.08% 0.03% 0.03%
WTFC A 0.04% 0.02% 0.02%
WTRG B 0.02% 0.02% 0.02%
WTW B 0.14% 0.06% 0.06%
WY D 0.1% 0.04% 0.04%
X C 0.04% 0.02% 0.02%
XEL A 0.17% 0.07% 0.07%
XOM B 2.34% 0.97% 0.97%
XPO B 0.04% 0.03% 0.03%
XRAY F 0.02% 0.01% 0.01%
XYL D 0.13% 0.05% 0.05%
YUM B 0.09% 0.07% 0.07%
ZBH C 0.1% 0.04% 0.04%
ZBRA B 0.09% 0.04% 0.04%
ZION B 0.04% 0.02% 0.02%
ZTS D 0.16% 0.14% 0.14%
IUSV Overweight 97 Positions Relative to SCHK
Symbol Grade Weight
TEL B 0.12%
EXE B 0.09%
COO D 0.05%
NLY C 0.04%
FOX A 0.03%
LITE B 0.03%
HR C 0.03%
PII D 0.02%
NWS B 0.02%
PRGO B 0.02%
ALE A 0.02%
ASH D 0.02%
SR A 0.02%
ASB B 0.02%
ASGN F 0.02%
KRC C 0.02%
TXNM A 0.02%
CNO A 0.02%
TCBI B 0.02%
ORA B 0.02%
OGS A 0.02%
KMPR B 0.02%
SBRA C 0.02%
M D 0.02%
BKH A 0.02%
AVNT B 0.02%
CUZ B 0.02%
IRT A 0.02%
AVT C 0.02%
VLY B 0.02%
NJR A 0.02%
BDC B 0.02%
UA C 0.01%
HGV B 0.01%
TNL A 0.01%
IPGP D 0.01%
YETI C 0.01%
CPRI F 0.01%
EPR D 0.01%
NSP D 0.01%
BLKB B 0.01%
VC D 0.01%
WEN D 0.01%
NSA D 0.01%
KNF A 0.01%
TEX D 0.01%
SAM C 0.01%
GEF A 0.01%
AMED F 0.01%
SYNA C 0.01%
POWI D 0.01%
LIVN F 0.01%
MSM C 0.01%
HAE C 0.01%
VSH D 0.01%
IRDM D 0.01%
UAA C 0.01%
DLB B 0.01%
VNOM A 0.01%
CRI D 0.01%
ALGM D 0.01%
EEFT B 0.01%
CDP C 0.01%
ALTM C 0.01%
SMG D 0.01%
ZI D 0.01%
JWN C 0.01%
IBOC A 0.01%
ENS D 0.01%
HWC B 0.01%
RYN D 0.01%
ENOV C 0.01%
OZK B 0.01%
CHWY B 0.01%
GT C 0.01%
WU D 0.01%
RH B 0.01%
CXT B 0.01%
CC C 0.01%
NEOG F 0.01%
PCH D 0.01%
VAC B 0.01%
MAN D 0.01%
PBF D 0.01%
SLM A 0.01%
GHC C 0.01%
AZPN A 0.01%
DOCS C 0.01%
FLG C 0.01%
BHF B 0.01%
AMTM D 0.01%
NWE B 0.01%
NVST B 0.01%
FHI A 0.01%
MAGN F 0.0%
AZTA D 0.0%
WMG C 0.0%
IUSV Underweight 335 Positions Relative to SCHK
Symbol Grade Weight
NVDA C -6.43%
AAPL C -6.12%
MSFT F -5.65%
AMZN C -3.58%
META D -2.27%
GOOGL C -1.87%
TSLA B -1.64%
GOOG C -1.55%
AVGO D -1.44%
LLY F -1.15%
NFLX A -0.64%
CRM B -0.59%
ORCL B -0.54%
ADBE C -0.42%
AMD F -0.4%
NOW A -0.39%
INTU C -0.35%
BKNG A -0.3%
UBER D -0.27%
AMAT F -0.27%
PANW C -0.23%
PLTR B -0.22%
ANET C -0.18%
KKR A -0.18%
LRCX F -0.17%
CDNS B -0.15%
SNPS B -0.15%
KLAC D -0.15%
TDG D -0.14%
MRVL B -0.14%
CRWD B -0.14%
CMG B -0.14%
APO B -0.13%
MAR B -0.12%
WDAY B -0.11%
APP B -0.11%
FTNT C -0.11%
HLT A -0.11%
RCL A -0.1%
TTD B -0.1%
MSTR C -0.1%
URI B -0.1%
FICO B -0.1%
COIN C -0.1%
DASH A -0.1%
LNG B -0.09%
SQ B -0.09%
VST B -0.09%
CPRT A -0.09%
IT C -0.08%
TRGP B -0.08%
ODFL B -0.08%
AXON A -0.08%
SNOW C -0.08%
VRT B -0.08%
ROST C -0.08%
FLUT A -0.08%
DHI D -0.08%
LULU C -0.07%
ACGL D -0.07%
HES B -0.07%
DDOG A -0.07%
TEAM A -0.07%
ARES A -0.06%
ALNY D -0.06%
FANG D -0.06%
VEEV C -0.06%
HUBS A -0.06%
CPAY A -0.05%
FCNCA A -0.05%
TYL B -0.05%
PHM D -0.05%
GDDY A -0.05%
FTV C -0.05%
HEI B -0.05%
DECK A -0.05%
CVNA B -0.05%
NVR D -0.05%
RBLX C -0.05%
NET B -0.05%
MPWR F -0.05%
ZS C -0.04%
LII A -0.04%
LYV A -0.04%
NTRA B -0.04%
TRU D -0.04%
DKNG B -0.04%
CSL C -0.04%
BLDR D -0.04%
MKL A -0.04%
MDB C -0.04%
BAH F -0.04%
EXPE B -0.04%
ZM B -0.04%
HOOD B -0.04%
EME C -0.04%
LPLA A -0.04%
WST C -0.04%
SAIA B -0.03%
SOFI A -0.03%
SUI D -0.03%
TW A -0.03%
GGG B -0.03%
FLEX A -0.03%
CASY A -0.03%
PSTG D -0.03%
TOL B -0.03%
FIX A -0.03%
ENTG D -0.03%
SSNC B -0.03%
DT C -0.03%
TWLO A -0.03%
TOST B -0.03%
GWRE A -0.03%
WSM B -0.03%
RBA A -0.03%
RS B -0.03%
OC A -0.03%
NTNX A -0.03%
MANH D -0.03%
PINS D -0.03%
WSO A -0.03%
ENSG D -0.02%
CR A -0.02%
RIVN F -0.02%
ITCI C -0.02%
BILL A -0.02%
CRS A -0.02%
APG B -0.02%
AAON B -0.02%
AXTA A -0.02%
RBC A -0.02%
LUMN C -0.02%
FN D -0.02%
NYT C -0.02%
PCTY B -0.02%
RVMD C -0.02%
MEDP D -0.02%
PEN B -0.02%
CMA A -0.02%
MORN B -0.02%
EXAS D -0.02%
WMS D -0.02%
TPX B -0.02%
PR B -0.02%
ROKU D -0.02%
MUSA A -0.02%
HLI B -0.02%
RPRX D -0.02%
WING D -0.02%
DOX D -0.02%
EXEL B -0.02%
PRI A -0.02%
MLI C -0.02%
SMCI F -0.02%
LBRDK C -0.02%
EXP A -0.02%
CHDN B -0.02%
ALSN B -0.02%
WWD B -0.02%
KNSL B -0.02%
AIT A -0.02%
RDDT B -0.02%
PCVX D -0.02%
BLD D -0.02%
IOT A -0.02%
FND C -0.02%
OVV B -0.02%
Z A -0.02%
OWL A -0.02%
SNAP C -0.02%
LECO B -0.02%
DUOL A -0.02%
NCLH B -0.02%
BWXT B -0.02%
FTI A -0.02%
INSM C -0.02%
OKTA C -0.02%
NBIX C -0.02%
ITT A -0.02%
TTEK F -0.02%
NVT B -0.02%
CLH B -0.02%
AFRM B -0.02%
TXRH C -0.02%
APLS D -0.01%
CRVL A -0.01%
PFSI D -0.01%
NUVL D -0.01%
GFS C -0.01%
BBIO F -0.01%
ZETA D -0.01%
MDU D -0.01%
ACHC F -0.01%
QXO D -0.01%
DNB B -0.01%
ESGR B -0.01%
PEGA A -0.01%
OGN D -0.01%
NEU C -0.01%
CELH F -0.01%
WLK D -0.01%
NSIT F -0.01%
RARE D -0.01%
CIVI D -0.01%
KRYS B -0.01%
IBP D -0.01%
BOX B -0.01%
SKY A -0.01%
AL B -0.01%
RDN C -0.01%
BYD C -0.01%
HCP B -0.01%
SEE C -0.01%
AUR C -0.01%
MDGL B -0.01%
APPF B -0.01%
DY D -0.01%
INSP D -0.01%
EDR A -0.01%
VVV F -0.01%
U C -0.01%
LNTH D -0.01%
BCC B -0.01%
ZWS B -0.01%
FSS B -0.01%
OLLI D -0.01%
WTS B -0.01%
BCPC B -0.01%
EPRT B -0.01%
COLD D -0.01%
SIRI C -0.01%
LNC B -0.01%
MMSI B -0.01%
SUM B -0.01%
CROX D -0.01%
ACIW B -0.01%
TRNO F -0.01%
VRNS D -0.01%
IONS F -0.01%
VNT B -0.01%
PATH C -0.01%
AVAV D -0.01%
VKTX F -0.01%
ETSY D -0.01%
ALTR B -0.01%
BPMC C -0.01%
RNA D -0.01%
WFRD D -0.01%
COOP B -0.01%
BECN B -0.01%
MOG.A B -0.01%
BFAM D -0.01%
UHAL D -0.01%
ESI A -0.01%
MTH D -0.01%
BMI B -0.01%
SITE D -0.01%
DBX B -0.01%
AXS A -0.01%
ALK C -0.01%
FOUR B -0.01%
VFC C -0.01%
AWI A -0.01%
OMF A -0.01%
RHP B -0.01%
MOD A -0.01%
SN D -0.01%
CSWI A -0.01%
CWST A -0.01%
MTDR B -0.01%
WSC D -0.01%
ELF C -0.01%
AZEK A -0.01%
MSA D -0.01%
FCN D -0.01%
SPSC C -0.01%
BPOP B -0.01%
H B -0.01%
LSCC D -0.01%
ELAN D -0.01%
BBWI D -0.01%
GTLB B -0.01%
COKE C -0.01%
ANF C -0.01%
CFLT B -0.01%
ESAB B -0.01%
RYAN B -0.01%
ATI D -0.01%
WEX D -0.01%
FRPT B -0.01%
AGNC D -0.01%
OLED D -0.01%
HALO F -0.01%
BSY D -0.01%
HLNE B -0.01%
RGEN D -0.01%
RHI B -0.01%
PCOR B -0.01%
ACI C -0.01%
ESTC C -0.01%
SMAR A -0.01%
GKOS B -0.01%
SSD D -0.01%
S B -0.01%
TREX C -0.01%
CHRD D -0.01%
APA D -0.01%
JXN C -0.01%
CE F -0.01%
WYNN D -0.01%
ONTO D -0.01%
UFPI B -0.01%
SKX D -0.01%
LNW D -0.01%
PLNT A -0.01%
RRC B -0.01%
HRB D -0.01%
CRBG B -0.01%
FG B -0.0%
ACT D -0.0%
CNA B -0.0%
UI A -0.0%
REYN D -0.0%
LTH C -0.0%
IMVT F -0.0%
INFA D -0.0%
CLVT F -0.0%
LCID F -0.0%
AGR B -0.0%
BOKF B -0.0%
SMMT D -0.0%
ADTN A -0.0%
CACC D -0.0%
COTY F -0.0%
Compare ETFs