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

$94.37

Average Daily Volume

464,992

Number of Holdings *

727

* 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

$54.53

Average Daily Volume

161,755

Number of Holdings *

962

* may have additional holdings in another (foreign) market
Performance
Period IUSV SCHK
30 Days 0.67% 1.23%
60 Days 5.74% 7.11%
90 Days 8.83% 3.69%
12 Months 32.59% 36.54%
628 Overlapping Holdings
Symbol Grade Weight in IUSV Weight in SCHK Overlap
A B 0.19% 0.08% 0.08%
AA B 0.05% 0.02% 0.02%
AAL D 0.03% 0.01% 0.01%
ABBV A 0.97% 0.64% 0.64%
ABNB D 0.13% 0.11% 0.11%
ABT B 0.87% 0.37% 0.37%
ACM C 0.03% 0.03% 0.03%
ACN B 0.45% 0.4% 0.4%
ADC B 0.03% 0.01% 0.01%
ADI C 0.21% 0.21% 0.21%
ADM D 0.13% 0.05% 0.05%
ADP A 0.3% 0.21% 0.21%
ADSK B 0.13% 0.11% 0.11%
AEE A 0.1% 0.04% 0.04%
AEP C 0.24% 0.1% 0.1%
AES B 0.06% 0.03% 0.03%
AFG C 0.04% 0.02% 0.02%
AFL A 0.25% 0.1% 0.1%
AGCO D 0.03% 0.01% 0.01%
AIG F 0.21% 0.09% 0.09%
AIZ A 0.05% 0.02% 0.02%
AJG D 0.13% 0.11% 0.11%
AKAM D 0.04% 0.03% 0.03%
ALB D 0.05% 0.02% 0.02%
ALGN D 0.04% 0.03% 0.03%
ALL B 0.22% 0.1% 0.1%
ALLE A 0.03% 0.02% 0.02%
ALLY F 0.04% 0.02% 0.02%
ALV F 0.01% 0.01% 0.01%
AM A 0.01% 0.01% 0.01%
AMCR B 0.07% 0.03% 0.03%
AME D 0.09% 0.07% 0.07%
AMG B 0.02% 0.01% 0.01%
AMGN D 0.77% 0.33% 0.33%
AMH D 0.02% 0.02% 0.02%
AMKR F 0.02% 0.01% 0.01%
AMP A 0.1% 0.09% 0.09%
AMT C 0.28% 0.21% 0.21%
AN C 0.02% 0.01% 0.01%
ANSS D 0.05% 0.05% 0.05%
AON A 0.16% 0.14% 0.14%
AOS B 0.02% 0.02% 0.02%
APD C 0.3% 0.12% 0.12%
APH D 0.15% 0.15% 0.15%
APTV D 0.09% 0.04% 0.04%
AR B 0.04% 0.02% 0.02%
ARE D 0.08% 0.04% 0.04%
ARMK A 0.05% 0.02% 0.02%
ARW C 0.03% 0.01% 0.01%
ATO A 0.09% 0.04% 0.04%
ATR A 0.02% 0.02% 0.02%
AVB C 0.14% 0.06% 0.06%
AVTR D 0.05% 0.03% 0.03%
AVY C 0.08% 0.03% 0.03%
AWK B 0.13% 0.05% 0.05%
AXP A 0.2% 0.28% 0.2%
AYI A 0.02% 0.02% 0.02%
AZO D 0.08% 0.1% 0.08%
BA F 0.23% 0.17% 0.17%
BAC D 1.19% 0.5% 0.5%
BALL C 0.09% 0.04% 0.04%
BAX D 0.09% 0.04% 0.04%
BBWI F 0.03% 0.01% 0.01%
BBY B 0.09% 0.04% 0.04%
BC D 0.01% 0.01% 0.01%
BDX B 0.31% 0.13% 0.13%
BEN F 0.03% 0.01% 0.01%
BERY C 0.04% 0.01% 0.01%
BG F 0.06% 0.03% 0.03%
BIIB F 0.13% 0.05% 0.05%
BIO B 0.03% 0.01% 0.01%
BJ D 0.05% 0.02% 0.02%
BK C 0.24% 0.1% 0.1%
BKR B 0.16% 0.07% 0.07%
BLK A 0.59% 0.25% 0.25%
BMRN F 0.03% 0.02% 0.02%
BMY B 0.46% 0.19% 0.19%
BR B 0.05% 0.05% 0.05%
BRBR C 0.02% 0.01% 0.01%
BRK.A C 3.73% 1.56% 1.56%
BRKR D 0.01% 0.01% 0.01%
BRO A 0.02% 0.05% 0.02%
BRX C 0.02% 0.02% 0.02%
BSX A 0.25% 0.23% 0.23%
BURL D 0.03% 0.03% 0.03%
BWA B 0.04% 0.01% 0.01%
BX C 0.14% 0.21% 0.14%
BXP C 0.05% 0.02% 0.02%
C B 0.53% 0.22% 0.22%
CACI A 0.03% 0.02% 0.02%
CADE D 0.01% 0.01% 0.01%
CAG D 0.07% 0.03% 0.03%
CAH B 0.12% 0.05% 0.05%
CARR A 0.16% 0.13% 0.13%
CAT A 0.35% 0.35% 0.35%
CB A 0.48% 0.2% 0.2%
CBOE A 0.03% 0.04% 0.03%
CBRE A 0.17% 0.07% 0.07%
CBSH D 0.02% 0.01% 0.01%
CBT B 0.01% 0.01% 0.01%
CCI C 0.23% 0.1% 0.1%
CCK C 0.03% 0.02% 0.02%
CCL C 0.02% 0.04% 0.02%
CDW D 0.08% 0.06% 0.06%
CEG B 0.2% 0.15% 0.15%
CF A 0.03% 0.03% 0.03%
CFG D 0.08% 0.03% 0.03%
CFR D 0.02% 0.01% 0.01%
CG C 0.02% 0.02% 0.02%
CGNX F 0.02% 0.01% 0.01%
CHD C 0.06% 0.05% 0.05%
CHE C 0.02% 0.02% 0.02%
CHH B 0.01% 0.01% 0.01%
CHK D 0.04% 0.02% 0.02%
CHRW A 0.06% 0.02% 0.02%
CHTR D 0.08% 0.06% 0.06%
CHX D 0.01% 0.01% 0.01%
CI D 0.43% 0.19% 0.19%
CIEN A 0.02% 0.02% 0.02%
CINF A 0.1% 0.04% 0.04%
CL D 0.23% 0.16% 0.16%
CLF D 0.03% 0.01% 0.01%
CLX B 0.09% 0.04% 0.04%
CMC D 0.03% 0.01% 0.01%
CMCSA B 0.72% 0.3% 0.3%
CME A 0.22% 0.15% 0.15%
CMI B 0.2% 0.08% 0.08%
CMS A 0.09% 0.04% 0.04%
CNC F 0.17% 0.07% 0.07%
CNH B 0.04% 0.02% 0.02%
CNM F 0.02% 0.02% 0.02%
CNP B 0.09% 0.04% 0.04%
CNXC F 0.01% 0.01% 0.01%
COF C 0.25% 0.11% 0.11%
COHR B 0.06% 0.03% 0.03%
COLB C 0.02% 0.01% 0.01%
COLM B 0.01% 0.01% 0.01%
COP D 0.17% 0.24% 0.17%
COST C 1.01% 0.75% 0.75%
CPB D 0.04% 0.02% 0.02%
CPT C 0.06% 0.03% 0.03%
CRL F 0.05% 0.02% 0.02%
CRUS D 0.01% 0.01% 0.01%
CSCO A 0.95% 0.4% 0.4%
CSGP F 0.08% 0.06% 0.06%
CSX D 0.15% 0.12% 0.12%
CTAS B 0.14% 0.13% 0.13%
CTLT A 0.05% 0.02% 0.02%
CTRA D 0.03% 0.03% 0.03%
CTSH B 0.17% 0.07% 0.07%
CTVA A 0.18% 0.08% 0.08%
CUBE C 0.02% 0.02% 0.02%
CVLT C 0.01% 0.01% 0.01%
CVS D 0.34% 0.14% 0.14%
CVX B 1.1% 0.47% 0.47%
CW A 0.02% 0.02% 0.02%
CYTK F 0.01% 0.01% 0.01%
CZR B 0.02% 0.02% 0.02%
D A 0.21% 0.09% 0.09%
DAL C 0.07% 0.06% 0.06%
DAR F 0.03% 0.01% 0.01%
DAY B 0.02% 0.02% 0.02%
DCI B 0.02% 0.02% 0.02%
DD B 0.17% 0.07% 0.07%
DE A 0.21% 0.2% 0.2%
DELL C 0.07% 0.06% 0.06%
DFS C 0.07% 0.06% 0.06%
DG F 0.09% 0.04% 0.04%
DGX B 0.08% 0.03% 0.03%
DHR C 0.79% 0.33% 0.33%
DINO F 0.03% 0.01% 0.01%
DIS D 0.78% 0.32% 0.32%
DKS D 0.03% 0.02% 0.02%
DLR C 0.13% 0.09% 0.09%
DLTR F 0.07% 0.03% 0.03%
DOC C 0.07% 0.03% 0.03%
DOV C 0.12% 0.05% 0.05%
DOW B 0.17% 0.07% 0.07%
DPZ D 0.04% 0.03% 0.03%
DRI C 0.04% 0.04% 0.04%
DTE A 0.12% 0.05% 0.05%
DTM A 0.01% 0.01% 0.01%
DUK A 0.4% 0.17% 0.17%
DVA C 0.02% 0.01% 0.01%
DVN F 0.11% 0.05% 0.05%
DXCM F 0.05% 0.05% 0.05%
EA D 0.09% 0.06% 0.06%
EBAY A 0.14% 0.06% 0.06%
ECL B 0.14% 0.12% 0.12%
ED A 0.16% 0.07% 0.07%
EFX C 0.1% 0.07% 0.07%
EG B 0.08% 0.03% 0.03%
EGP D 0.02% 0.02% 0.02%
EHC B 0.02% 0.02% 0.02%
EIX A 0.15% 0.06% 0.06%
EL D 0.1% 0.04% 0.04%
ELS D 0.02% 0.03% 0.02%
ELV F 0.54% 0.23% 0.23%
EMN C 0.06% 0.02% 0.02%
EMR B 0.28% 0.11% 0.11%
ENPH D 0.04% 0.03% 0.03%
EOG B 0.11% 0.14% 0.11%
EPAM F 0.03% 0.02% 0.02%
EQH C 0.01% 0.03% 0.01%
EQIX B 0.2% 0.16% 0.16%
EQR C 0.11% 0.05% 0.05%
EQT B 0.1% 0.04% 0.04%
ERIE A 0.03% 0.03% 0.03%
ES C 0.11% 0.04% 0.04%
ESNT C 0.03% 0.01% 0.01%
ESS C 0.08% 0.04% 0.04%
ETN C 0.22% 0.24% 0.22%
ETR A 0.12% 0.05% 0.05%
EVR C 0.01% 0.02% 0.01%
EVRG C 0.06% 0.03% 0.03%
EW F 0.11% 0.07% 0.07%
EWBC D 0.02% 0.02% 0.02%
EXC A 0.18% 0.08% 0.08%
EXLS A 0.01% 0.01% 0.01%
EXPD C 0.05% 0.03% 0.03%
EXPO A 0.01% 0.01% 0.01%
EXR C 0.17% 0.07% 0.07%
F D 0.19% 0.08% 0.08%
FAF B 0.03% 0.01% 0.01%
FAST B 0.09% 0.08% 0.08%
FCX B 0.16% 0.13% 0.13%
FDS C 0.04% 0.03% 0.03%
FDX D 0.27% 0.11% 0.11%
FE B 0.1% 0.04% 0.04%
FFIN D 0.01% 0.01% 0.01%
FFIV B 0.06% 0.02% 0.02%
FHN D 0.04% 0.02% 0.02%
FIS C 0.2% 0.09% 0.09%
FITB C 0.13% 0.05% 0.05%
FLO D 0.02% 0.01% 0.01%
FLR D 0.04% 0.01% 0.01%
FLS A 0.02% 0.01% 0.01%
FMC B 0.04% 0.02% 0.02%
FNB D 0.02% 0.01% 0.01%
FNF A 0.06% 0.03% 0.03%
FOXA A 0.04% 0.03% 0.03%
FR C 0.02% 0.01% 0.01%
FRT D 0.04% 0.02% 0.02%
FSLR C 0.12% 0.05% 0.05%
FYBR C 0.04% 0.01% 0.01%
G A 0.03% 0.01% 0.01%
GAP F 0.02% 0.01% 0.01%
GATX F 0.01% 0.01% 0.01%
GBCI C 0.02% 0.01% 0.01%
GD A 0.34% 0.15% 0.15%
GE C 0.51% 0.39% 0.39%
GEHC C 0.19% 0.07% 0.07%
GEV B 0.17% 0.13% 0.13%
GILD A 0.46% 0.2% 0.2%
GIS C 0.18% 0.08% 0.08%
GL C 0.04% 0.02% 0.02%
GLPI A 0.04% 0.03% 0.03%
GLW B 0.15% 0.07% 0.07%
GM D 0.23% 0.1% 0.1%
GME F 0.04% 0.02% 0.02%
GMED D 0.04% 0.02% 0.02%
GNRC B 0.02% 0.02% 0.02%
GNTX D 0.01% 0.01% 0.01%
GPC D 0.09% 0.04% 0.04%
GPK C 0.04% 0.02% 0.02%
GPN F 0.11% 0.05% 0.05%
GRMN D 0.06% 0.05% 0.05%
GS C 0.7% 0.29% 0.29%
GWW A 0.05% 0.09% 0.05%
GXO D 0.01% 0.01% 0.01%
HAL F 0.11% 0.05% 0.05%
HAS A 0.04% 0.02% 0.02%
HBAN D 0.1% 0.04% 0.04%
HCA B 0.17% 0.14% 0.14%
HD A 1.11% 0.75% 0.75%
HIG A 0.15% 0.06% 0.06%
HII F 0.05% 0.02% 0.02%
HOG D 0.02% 0.01% 0.01%
HOLX D 0.08% 0.04% 0.04%
HOMB D 0.02% 0.01% 0.01%
HON C 0.6% 0.25% 0.25%
HPE B 0.12% 0.05% 0.05%
HPQ C 0.15% 0.07% 0.07%
HQY C 0.01% 0.01% 0.01%
HRL F 0.04% 0.02% 0.02%
HSIC D 0.04% 0.02% 0.02%
HST D 0.02% 0.02% 0.02%
HSY D 0.08% 0.05% 0.05%
HUBB A 0.06% 0.04% 0.04%
HUM F 0.17% 0.07% 0.07%
HWM A 0.08% 0.08% 0.08%
HXL F 0.01% 0.01% 0.01%
IBKR A 0.03% 0.03% 0.03%
IBM B 0.91% 0.38% 0.38%
ICE A 0.41% 0.17% 0.17%
IDA C 0.02% 0.01% 0.01%
IDXX D 0.08% 0.08% 0.08%
IEX D 0.07% 0.03% 0.03%
IFF C 0.12% 0.05% 0.05%
ILMN B 0.09% 0.04% 0.04%
INCY B 0.05% 0.02% 0.02%
INGR A 0.03% 0.02% 0.02%
INTC D 0.45% 0.18% 0.18%
INVH D 0.09% 0.04% 0.04%
IP C 0.08% 0.03% 0.03%
IPG C 0.05% 0.02% 0.02%
IQV F 0.11% 0.08% 0.08%
IR A 0.04% 0.07% 0.04%
IRM A 0.08% 0.07% 0.07%
ISRG A 0.26% 0.32% 0.26%
ITW A 0.17% 0.13% 0.13%
IVZ A 0.04% 0.02% 0.02%
J D 0.09% 0.04% 0.04%
JAZZ F 0.02% 0.01% 0.01%
JBHT D 0.06% 0.03% 0.03%
JBL D 0.03% 0.02% 0.02%
JCI B 0.23% 0.09% 0.09%
JEF A 0.04% 0.02% 0.02%
JHG C 0.02% 0.01% 0.01%
JKHY A 0.06% 0.02% 0.02%
JLL B 0.06% 0.02% 0.02%
JNJ D 1.73% 0.74% 0.74%
JNPR B 0.06% 0.02% 0.02%
JPM D 2.67% 1.13% 1.13%
K B 0.1% 0.04% 0.04%
KBH C 0.01% 0.01% 0.01%
KBR C 0.02% 0.02% 0.02%
KD F 0.02% 0.01% 0.01%
KDP C 0.18% 0.08% 0.08%
KEX C 0.02% 0.01% 0.01%
KEY C 0.07% 0.03% 0.03%
KEYS B 0.12% 0.05% 0.05%
KHC D 0.14% 0.06% 0.06%
KIM C 0.07% 0.03% 0.03%
KMB B 0.21% 0.09% 0.09%
KMI A 0.19% 0.08% 0.08%
KMX F 0.05% 0.02% 0.02%
KNX D 0.04% 0.02% 0.02%
KO C 0.76% 0.52% 0.52%
KR C 0.17% 0.07% 0.07%
KRG C 0.03% 0.01% 0.01%
KVUE C 0.2% 0.08% 0.08%
L D 0.06% 0.03% 0.03%
LAD C 0.04% 0.02% 0.02%
LAMR C 0.02% 0.02% 0.02%
LANC F 0.01% 0.01% 0.01%
LDOS A 0.1% 0.04% 0.04%
LEA F 0.03% 0.01% 0.01%
LEN B 0.09% 0.09% 0.09%
LFUS C 0.01% 0.01% 0.01%
LHX A 0.2% 0.08% 0.08%
LIN B 0.49% 0.43% 0.43%
LKQ F 0.05% 0.02% 0.02%
LMT A 0.55% 0.23% 0.23%
LNT A 0.07% 0.03% 0.03%
LOW A 0.68% 0.28% 0.28%
LPX A 0.01% 0.01% 0.01%
LSTR D 0.01% 0.01% 0.01%
LUV B 0.08% 0.03% 0.03%
LVS B 0.03% 0.03% 0.03%
LW D 0.01% 0.02% 0.01%
LYB D 0.11% 0.05% 0.05%
MA A 0.51% 0.75% 0.51%
MAA C 0.08% 0.04% 0.04%
MAS A 0.04% 0.03% 0.03%
MASI B 0.01% 0.01% 0.01%
MAT D 0.02% 0.01% 0.01%
MCD A 0.54% 0.4% 0.4%
MCHP F 0.08% 0.08% 0.08%
MCK F 0.28% 0.12% 0.12%
MCO D 0.18% 0.14% 0.14%
MDLZ C 0.26% 0.19% 0.19%
MDT B 0.51% 0.22% 0.22%
MDU C 0.02% 0.01% 0.01%
MET A 0.22% 0.09% 0.09%
MGM D 0.01% 0.02% 0.01%
MHK B 0.04% 0.02% 0.02%
MIDD D 0.02% 0.01% 0.01%
MKC C 0.09% 0.04% 0.04%
MKSI F 0.02% 0.01% 0.01%
MKTX C 0.04% 0.02% 0.02%
MLM D 0.05% 0.06% 0.05%
MMC D 0.24% 0.21% 0.21%
MMM C 0.34% 0.14% 0.14%
MMS B 0.01% 0.01% 0.01%
MNST D 0.07% 0.07% 0.07%
MO D 0.39% 0.16% 0.16%
MOH D 0.04% 0.04% 0.04%
MOS D 0.04% 0.02% 0.02%
MPC F 0.11% 0.1% 0.1%
MRK F 0.77% 0.55% 0.55%
MRNA F 0.1% 0.04% 0.04%
MRO D 0.03% 0.03% 0.03%
MS B 0.58% 0.24% 0.24%
MSCI B 0.09% 0.08% 0.08%
MSI A 0.14% 0.14% 0.14%
MTB C 0.13% 0.05% 0.05%
MTCH B 0.04% 0.02% 0.02%
MTD B 0.09% 0.06% 0.06%
MTG B 0.02% 0.01% 0.01%
MTN D 0.01% 0.01% 0.01%
MTSI B 0.01% 0.01% 0.01%
MTZ B 0.03% 0.01% 0.01%
MU D 0.53% 0.2% 0.2%
MUR F 0.01% 0.01% 0.01%
NDAQ C 0.13% 0.06% 0.06%
NDSN B 0.06% 0.03% 0.03%
NEE A 0.77% 0.32% 0.32%
NEM C 0.28% 0.12% 0.12%
NFG A 0.02% 0.01% 0.01%
NI A 0.07% 0.03% 0.03%
NKE D 0.27% 0.2% 0.2%
NNN A 0.03% 0.02% 0.02%
NOC B 0.32% 0.14% 0.14%
NOV F 0.03% 0.01% 0.01%
NOVT C 0.01% 0.01% 0.01%
NRG A 0.08% 0.03% 0.03%
NSC C 0.25% 0.1% 0.1%
NTAP D 0.07% 0.05% 0.05%
NTRS C 0.08% 0.03% 0.03%
NUE D 0.06% 0.07% 0.06%
NWSA D 0.04% 0.02% 0.02%
NXPI F 0.07% 0.11% 0.07%
NXST D 0.02% 0.01% 0.01%
O A 0.24% 0.1% 0.1%
OGE A 0.04% 0.02% 0.02%
OHI C 0.03% 0.02% 0.02%
OKE B 0.09% 0.1% 0.09%
OLN D 0.02% 0.01% 0.01%
OMC C 0.09% 0.04% 0.04%
ON F 0.08% 0.06% 0.06%
ONB D 0.03% 0.01% 0.01%
OPCH F 0.01% 0.01% 0.01%
ORI B 0.04% 0.02% 0.02%
ORLY A 0.08% 0.12% 0.08%
OSK F 0.03% 0.01% 0.01%
OTIS A 0.11% 0.07% 0.07%
OXY F 0.15% 0.07% 0.07%
PAG D 0.01% 0.01% 0.01%
PARA F 0.03% 0.01% 0.01%
PAYC D 0.02% 0.02% 0.02%
PAYX A 0.11% 0.08% 0.08%
PB D 0.03% 0.01% 0.01%
PCAR D 0.06% 0.1% 0.06%
PCG B 0.19% 0.08% 0.08%
PEG A 0.2% 0.08% 0.08%
PEP D 0.67% 0.44% 0.44%
PFE D 0.73% 0.31% 0.31%
PFG C 0.08% 0.03% 0.03%
PFGC A 0.05% 0.02% 0.02%
PG C 1.11% 0.76% 0.76%
PGR C 0.33% 0.28% 0.28%
PH A 0.08% 0.15% 0.08%
PKG C 0.09% 0.04% 0.04%
PLD D 0.52% 0.22% 0.22%
PM C 0.53% 0.35% 0.35%
PNC C 0.32% 0.14% 0.14%
PNFP D 0.02% 0.01% 0.01%
PNR C 0.02% 0.03% 0.02%
PNW A 0.04% 0.02% 0.02%
PODD C 0.05% 0.03% 0.03%
POOL B 0.03% 0.03% 0.03%
POR C 0.02% 0.01% 0.01%
POST C 0.02% 0.01% 0.01%
PPC B 0.01% 0.0% 0.0%
PPG D 0.14% 0.06% 0.06%
PPL A 0.11% 0.05% 0.05%
PRU C 0.19% 0.08% 0.08%
PSA C 0.15% 0.11% 0.11%
PSN A 0.01% 0.01% 0.01%
PSX D 0.24% 0.1% 0.1%
PTC D 0.04% 0.04% 0.04%
PVH F 0.03% 0.01% 0.01%
PWR B 0.06% 0.08% 0.06%
PYPL C 0.35% 0.15% 0.15%
QCOM D 0.41% 0.35% 0.35%
QRVO F 0.04% 0.02% 0.02%
R C 0.03% 0.01% 0.01%
RCM B 0.01% 0.0% 0.0%
REG C 0.05% 0.02% 0.02%
REGN D 0.2% 0.21% 0.2%
REXR D 0.03% 0.02% 0.02%
RF C 0.09% 0.04% 0.04%
RGA C 0.06% 0.03% 0.03%
RGLD C 0.02% 0.02% 0.02%
RJF B 0.1% 0.04% 0.04%
RL B 0.02% 0.01% 0.01%
RLI A 0.01% 0.01% 0.01%
RMD C 0.16% 0.07% 0.07%
RNR A 0.03% 0.03% 0.03%
ROK D 0.07% 0.06% 0.06%
ROL B 0.04% 0.03% 0.03%
ROP C 0.15% 0.11% 0.11%
RPM A 0.03% 0.03% 0.03%
RRX C 0.05% 0.02% 0.02%
RSG D 0.08% 0.08% 0.08%
RTX A 0.71% 0.3% 0.3%
SAIC A 0.02% 0.01% 0.01%
SBAC B 0.07% 0.05% 0.05%
SBUX B 0.2% 0.2% 0.2%
SCHW D 0.43% 0.18% 0.18%
SCI C 0.03% 0.02% 0.02%
SEIC B 0.02% 0.01% 0.01%
SF A 0.04% 0.02% 0.02%
SFM A 0.03% 0.02% 0.02%
SHW B 0.2% 0.17% 0.17%
SIGI D 0.01% 0.01% 0.01%
SJM C 0.06% 0.02% 0.02%
SLB D 0.27% 0.11% 0.11%
SLGN C 0.02% 0.01% 0.01%
SNA A 0.04% 0.03% 0.03%
SNV D 0.03% 0.01% 0.01%
SNX C 0.04% 0.02% 0.02%
SO A 0.44% 0.18% 0.18%
SOLV C 0.04% 0.02% 0.02%
SON D 0.02% 0.01% 0.01%
SPG A 0.14% 0.1% 0.1%
SPGI C 0.41% 0.31% 0.31%
SRCL B 0.03% 0.01% 0.01%
SRE A 0.23% 0.1% 0.1%
SRPT F 0.01% 0.02% 0.01%
SSB C 0.03% 0.01% 0.01%
ST F 0.02% 0.01% 0.01%
STAG D 0.02% 0.01% 0.01%
STE D 0.05% 0.04% 0.04%
STLD B 0.03% 0.03% 0.03%
STT C 0.12% 0.05% 0.05%
STWD C 0.03% 0.01% 0.01%
STX B 0.06% 0.04% 0.04%
STZ B 0.18% 0.07% 0.07%
SW C 0.11% 0.04% 0.04%
SWK A 0.08% 0.03% 0.03%
SWKS F 0.07% 0.03% 0.03%
SWX C 0.02% 0.01% 0.01%
SYF B 0.09% 0.04% 0.04%
SYK C 0.2% 0.23% 0.2%
SYY B 0.17% 0.07% 0.07%
T A 0.7% 0.29% 0.29%
TAP D 0.04% 0.02% 0.02%
TDY A 0.09% 0.04% 0.04%
TECH C 0.06% 0.02% 0.02%
TEL D 0.12% 0.08% 0.08%
TER C 0.1% 0.04% 0.04%
TFC D 0.25% 0.11% 0.11%
TFX C 0.05% 0.02% 0.02%
TGT C 0.32% 0.14% 0.14%
THC C 0.07% 0.03% 0.03%
THG C 0.02% 0.01% 0.01%
THO B 0.03% 0.01% 0.01%
TJX C 0.21% 0.25% 0.21%
TKO A 0.02% 0.02% 0.02%
TKR D 0.01% 0.01% 0.01%
TMHC C 0.03% 0.01% 0.01%
TMO C 0.65% 0.44% 0.44%
TMUS A 0.45% 0.19% 0.19%
TPL B 0.02% 0.03% 0.02%
TPR B 0.05% 0.02% 0.02%
TRMB B 0.07% 0.03% 0.03%
TROW D 0.11% 0.05% 0.05%
TRV C 0.24% 0.1% 0.1%
TSCO A 0.08% 0.06% 0.06%
TSN D 0.08% 0.03% 0.03%
TT A 0.12% 0.16% 0.12%
TTC D 0.02% 0.02% 0.02%
TTWO F 0.06% 0.05% 0.05%
TXN C 0.54% 0.35% 0.35%
TXT F 0.07% 0.03% 0.03%
UAL B 0.08% 0.03% 0.03%
UBSI D 0.02% 0.01% 0.01%
UDR C 0.06% 0.03% 0.03%
UGI C 0.02% 0.01% 0.01%
UHS D 0.06% 0.03% 0.03%
ULTA D 0.03% 0.04% 0.03%
UMBF C 0.02% 0.01% 0.01%
UNH B 1.48% 1.0% 1.0%
UNM A 0.04% 0.02% 0.02%
UNP D 0.36% 0.28% 0.28%
UPS D 0.44% 0.18% 0.18%
USB C 0.32% 0.13% 0.13%
USFD C 0.07% 0.03% 0.03%
UTHR C 0.04% 0.03% 0.03%
V C 0.7% 0.85% 0.7%
VICI C 0.15% 0.07% 0.07%
VLO F 0.19% 0.08% 0.08%
VLTO A 0.12% 0.05% 0.05%
VMC D 0.05% 0.06% 0.05%
VMI B 0.03% 0.01% 0.01%
VNO A 0.03% 0.01% 0.01%
VOYA A 0.02% 0.01% 0.01%
VRSK D 0.08% 0.07% 0.07%
VRSN B 0.04% 0.03% 0.03%
VRTX D 0.19% 0.22% 0.19%
VTR C 0.12% 0.05% 0.05%
VTRS D 0.06% 0.03% 0.03%
VZ A 0.84% 0.35% 0.35%
WAB A 0.14% 0.06% 0.06%
WAL C 0.02% 0.02% 0.02%
WAT B 0.06% 0.04% 0.04%
WBA F 0.03% 0.01% 0.01%
WBD D 0.08% 0.03% 0.03%
WBS D 0.04% 0.01% 0.01%
WCC C 0.03% 0.01% 0.01%
WDC C 0.1% 0.04% 0.04%
WEC A 0.13% 0.06% 0.06%
WELL C 0.33% 0.14% 0.14%
WFC D 0.85% 0.35% 0.35%
WH C 0.01% 0.01% 0.01%
WHR B 0.03% 0.01% 0.01%
WM B 0.18% 0.14% 0.14%
WMB A 0.15% 0.11% 0.11%
WMT A 1.54% 0.66% 0.66%
WPC C 0.06% 0.03% 0.03%
WRB B 0.08% 0.03% 0.03%
WTFC D 0.03% 0.01% 0.01%
WTRG D 0.02% 0.02% 0.02%
WTW B 0.13% 0.06% 0.06%
WY B 0.11% 0.05% 0.05%
X F 0.04% 0.02% 0.02%
XEL A 0.16% 0.07% 0.07%
XOM A 2.29% 0.98% 0.98%
XPO F 0.03% 0.03% 0.03%
XRAY D 0.02% 0.01% 0.01%
XYL C 0.15% 0.06% 0.06%
YUM A 0.09% 0.07% 0.07%
ZBH F 0.1% 0.04% 0.04%
ZBRA A 0.08% 0.04% 0.04%
ZION D 0.03% 0.01% 0.01%
ZTS C 0.18% 0.16% 0.16%
IUSV Overweight 99 Positions Relative to SCHK
Symbol Grade Weight
FI A 0.22%
COR F 0.17%
LH D 0.08%
GEN B 0.07%
RVTY B 0.07%
COO C 0.06%
NLY C 0.05%
HR D 0.03%
FBIN C 0.03%
NVST D 0.02%
NYCB D 0.02%
PRGO F 0.02%
NWE B 0.02%
MAN D 0.02%
CNO C 0.02%
ALE A 0.02%
KMPR D 0.02%
VLY C 0.02%
PNM B 0.02%
SR C 0.02%
OGS C 0.02%
ORA C 0.02%
KRC C 0.02%
ASGN D 0.02%
ASH F 0.02%
SBRA C 0.02%
LITE A 0.02%
M F 0.02%
BKH C 0.02%
CUZ C 0.02%
PII D 0.02%
AVNT C 0.02%
IRT C 0.02%
NJR C 0.02%
BDC B 0.02%
AVT C 0.02%
FOX A 0.02%
ALTM D 0.01%
IPGP D 0.01%
YETI B 0.01%
BLKB C 0.01%
WEN D 0.01%
EPR C 0.01%
SAM D 0.01%
KNF C 0.01%
VC F 0.01%
NSP F 0.01%
TEX F 0.01%
GEF D 0.01%
HAE D 0.01%
NSA C 0.01%
VNOM B 0.01%
UAA B 0.01%
LIVN B 0.01%
POWI F 0.01%
SYNA D 0.01%
AMED D 0.01%
MSM D 0.01%
IBOC D 0.01%
IRDM B 0.01%
ROIV D 0.01%
DLB D 0.01%
EEFT F 0.01%
HWC D 0.01%
CDP A 0.01%
ZI F 0.01%
JWN D 0.01%
VSH F 0.01%
SMG A 0.01%
OZK F 0.01%
ENS D 0.01%
CPRI B 0.01%
CRI D 0.01%
ENOV F 0.01%
ALGM F 0.01%
GT F 0.01%
VAC D 0.01%
DOCS A 0.01%
BHF F 0.01%
RYN C 0.01%
GHC B 0.01%
CXT F 0.01%
RH C 0.01%
SLM C 0.01%
FHI C 0.01%
WU D 0.01%
CC D 0.01%
AZPN C 0.01%
PBF F 0.01%
NWS D 0.01%
ASB F 0.01%
NEOG D 0.01%
PCH C 0.01%
TCBI C 0.01%
AZTA F 0.0%
WMG D 0.0%
TNL B 0.0%
HGV F 0.0%
UA B 0.0%
IUSV Underweight 334 Positions Relative to SCHK
Symbol Grade Weight
AAPL C -6.48%
MSFT D -5.98%
NVDA C -5.58%
AMZN C -3.4%
META A -2.31%
GOOGL B -1.78%
AVGO C -1.53%
GOOG B -1.47%
LLY D -1.37%
TSLA C -1.32%
NFLX A -0.58%
ORCL B -0.5%
CRM B -0.49%
AMD D -0.48%
ADBE F -0.44%
NOW C -0.36%
INTU F -0.33%
UBER C -0.31%
AMAT B -0.31%
BKNG C -0.26%
PANW D -0.21%
ANET A -0.19%
LRCX D -0.19%
KLAC B -0.19%
KKR A -0.17%
SNPS F -0.15%
CMG C -0.15%
TDG A -0.15%
PLTR A -0.14%
CDNS D -0.14%
MRVL C -0.12%
CRWD D -0.12%
HLT A -0.11%
APO A -0.11%
DHI C -0.11%
MAR B -0.11%
ROST C -0.1%
WDAY D -0.1%
URI C -0.1%
CPRT B -0.09%
DASH A -0.09%
FICO A -0.09%
FTNT A -0.09%
TTD C -0.09%
FLUT C -0.08%
LNG A -0.08%
ACGL A -0.08%
RCL C -0.08%
MPWR B -0.08%
ALNY C -0.07%
COIN F -0.07%
DDOG D -0.07%
VRT B -0.07%
ODFL D -0.07%
HES D -0.07%
SQ D -0.07%
SNOW F -0.07%
VST A -0.07%
IT C -0.07%
NVR A -0.06%
PHM A -0.06%
LULU D -0.06%
VEEV C -0.06%
FANG D -0.06%
TRGP B -0.06%
RBLX C -0.05%
TYL B -0.05%
TEAM D -0.05%
NET D -0.05%
HEI A -0.05%
MSTR B -0.05%
FTV B -0.05%
HUBS D -0.05%
APP A -0.05%
AXON A -0.05%
ARES A -0.05%
DKNG D -0.04%
PINS D -0.04%
WSM B -0.04%
CVNA A -0.04%
LII C -0.04%
CSL A -0.04%
EME C -0.04%
MKL C -0.04%
MDB F -0.04%
BAH A -0.04%
TRU A -0.04%
CPAY A -0.04%
GDDY D -0.04%
FCNCA D -0.04%
WST D -0.04%
BLDR B -0.04%
SMCI F -0.04%
DECK B -0.04%
FIX A -0.03%
CASY D -0.03%
TW A -0.03%
GGG B -0.03%
CE D -0.03%
GWRE A -0.03%
NTNX C -0.03%
NTRA A -0.03%
OC C -0.03%
PSTG F -0.03%
RBA D -0.03%
DT C -0.03%
TOL A -0.03%
RS D -0.03%
SSNC C -0.03%
HOOD C -0.03%
SUI D -0.03%
ZS F -0.03%
LPLA D -0.03%
LYV A -0.03%
ENTG D -0.03%
WSO C -0.03%
MANH C -0.03%
ZM C -0.03%
EXPE B -0.03%
WYNN B -0.02%
LNW F -0.02%
AXTA C -0.02%
ALSN A -0.02%
SSD B -0.02%
UFPI C -0.02%
ATI B -0.02%
CMA C -0.02%
AGNC C -0.02%
APG F -0.02%
MLI C -0.02%
BFAM C -0.02%
FN B -0.02%
SOFI C -0.02%
CHRD F -0.02%
RIVN F -0.02%
HLI C -0.02%
LBRDK B -0.02%
WEX C -0.02%
CROX C -0.02%
AIT B -0.02%
MORN C -0.02%
SKX B -0.02%
ENSG D -0.02%
HRB C -0.02%
PRI A -0.02%
RBC C -0.02%
PR F -0.02%
MEDP F -0.02%
MUSA D -0.02%
NYT A -0.02%
NCLH C -0.02%
TPX C -0.02%
APA F -0.02%
OLED C -0.02%
EXP C -0.02%
BWXT A -0.02%
CHDN D -0.02%
ONTO B -0.02%
ROKU C -0.02%
OWL A -0.02%
KNSL D -0.02%
TWLO B -0.02%
DUOL B -0.02%
WWD B -0.02%
Z C -0.02%
DOX B -0.02%
IOT C -0.02%
OVV F -0.02%
AFRM C -0.02%
LECO D -0.02%
WMS D -0.02%
RPRX B -0.02%
SNAP D -0.02%
TOST C -0.02%
NVT D -0.02%
TXRH A -0.02%
FTI B -0.02%
NBIX F -0.02%
DOCU B -0.02%
SAIA D -0.02%
BLD C -0.02%
ITT B -0.02%
OKTA F -0.02%
INSM D -0.02%
CLH C -0.02%
WING B -0.02%
TTEK B -0.02%
EXAS C -0.02%
FLEX C -0.02%
FND C -0.02%
PCVX B -0.02%
CACC F -0.01%
CRVL C -0.01%
LCID D -0.01%
PEGA B -0.01%
GFS F -0.01%
APLS F -0.01%
CLVT D -0.01%
NUVL B -0.01%
SMMT D -0.01%
COTY F -0.01%
DNB D -0.01%
PFSI C -0.01%
BBIO F -0.01%
MDGL F -0.01%
QXO F -0.01%
ESGR D -0.01%
NEU F -0.01%
BYD C -0.01%
KRYS D -0.01%
SUM D -0.01%
AL D -0.01%
BOX C -0.01%
CIVI F -0.01%
SKY B -0.01%
ZWS A -0.01%
CELH F -0.01%
CFLT F -0.01%
WLK C -0.01%
OGN F -0.01%
VNT F -0.01%
HCP B -0.01%
RNA B -0.01%
BILL D -0.01%
RDN D -0.01%
SEE C -0.01%
BECN F -0.01%
ACIW B -0.01%
RARE C -0.01%
ALK B -0.01%
RDDT B -0.01%
VVV D -0.01%
EDR A -0.01%
APPF C -0.01%
LNC D -0.01%
BCC C -0.01%
ALTR B -0.01%
AVAV B -0.01%
OMF F -0.01%
IBP B -0.01%
WTS C -0.01%
FOUR B -0.01%
FSS B -0.01%
DY C -0.01%
BCPC C -0.01%
BPMC F -0.01%
CWST D -0.01%
MMSI C -0.01%
AWI A -0.01%
MOG.A A -0.01%
PATH D -0.01%
COOP B -0.01%
DBX B -0.01%
NSIT B -0.01%
ESI B -0.01%
EPRT C -0.01%
ESAB C -0.01%
CSWI B -0.01%
ZETA B -0.01%
MTDR F -0.01%
IONS F -0.01%
AXS A -0.01%
GTLB D -0.01%
AUR C -0.01%
VFC B -0.01%
ELF F -0.01%
OLLI C -0.01%
INSP B -0.01%
ETSY F -0.01%
VRNS C -0.01%
BMI A -0.01%
PCOR D -0.01%
RHP C -0.01%
JXN A -0.01%
U D -0.01%
HLNE A -0.01%
ESTC F -0.01%
FRPT C -0.01%
TRNO D -0.01%
AZEK C -0.01%
SITE D -0.01%
RYAN A -0.01%
RHI D -0.01%
VKTX C -0.01%
H C -0.01%
ELAN D -0.01%
S C -0.01%
WFRD F -0.01%
RVMD B -0.01%
GKOS B -0.01%
SN B -0.01%
MOD B -0.01%
CRBG C -0.01%
PLNT B -0.01%
PCTY B -0.01%
MSA F -0.01%
ACHC F -0.01%
HALO D -0.01%
ANF F -0.01%
LSCC D -0.01%
UHAL A -0.01%
LUMN C -0.01%
SPSC D -0.01%
AAON A -0.01%
BPOP D -0.01%
PEN D -0.01%
MTH C -0.01%
ITCI D -0.01%
EXEL B -0.01%
ACI F -0.01%
RRC D -0.01%
RGEN F -0.01%
SWN D -0.01%
COKE B -0.01%
CR B -0.01%
TREX D -0.01%
LNTH C -0.01%
SMAR A -0.01%
COLD D -0.01%
BSY D -0.01%
WSC D -0.01%
FCN C -0.01%
CRS C -0.01%
FG B -0.0%
UI A -0.0%
ACT C -0.0%
CNA D -0.0%
INFA D -0.0%
REYN D -0.0%
LTH C -0.0%
IMVT F -0.0%
ADTN B -0.0%
BOKF D -0.0%
AGR C -0.0%
Compare ETFs