IVE vs. ACWI ETF Comparison
Comparison of iShares S&P 500 Value ETF (IVE) to iShares MSCI ACWI Index Fund (ACWI)
IVE
iShares S&P 500 Value ETF
IVE Description
The investment seeks to track the investment results of an index composed of large-capitalization 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 S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$195.82
Average Daily Volume
490,900
Number of Holdings
*
437
* may have additional holdings in another (foreign) market
ACWI
iShares MSCI ACWI Index Fund
ACWI Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Country World Index. The fund invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries. Components primarily include consumer discretionary, consumer staples, energy, financial, industrials and information technology companies. It is non-diversified.Grade (RS Rating)
Last Trade
$116.61
Average Daily Volume
2,597,091
Number of Holdings
*
594
* may have additional holdings in another (foreign) market
Performance
| Period | IVE | ACWI |
|---|---|---|
| 30 Days | 2.97% | 1.58% |
| 60 Days | 3.87% | 2.07% |
| 90 Days | 7.61% | 3.35% |
| 12 Months | 23.85% | 23.89% |
421 Overlapping Holdings
| Symbol | Grade | Weight in IVE | Weight in ACWI | Overlap | |
|---|---|---|---|---|---|
| A | C | 1.0% | 1.0% | 1.0% | |
| ABBV | B | 1.0% | 1.0% | 1.0% | |
| ABNB | D | 1.0% | 1.0% | 1.0% | |
| ABT | B | 1.0% | 1.0% | 1.0% | |
| ACN | C | 1.0% | 1.0% | 1.0% | |
| ADI | D | 1.0% | 1.0% | 1.0% | |
| ADM | D | 1.0% | 1.0% | 1.0% | |
| ADP | A | 1.0% | 1.0% | 1.0% | |
| ADSK | B | 1.0% | 1.0% | 1.0% | |
| AEE | A | 1.0% | 1.0% | 1.0% | |
| AEP | A | 1.0% | 1.0% | 1.0% | |
| AES | C | 1.0% | 1.0% | 1.0% | |
| AFL | B | 1.0% | 1.0% | 1.0% | |
| AIG | D | 1.0% | 1.0% | 1.0% | |
| AIZ | C | 1.0% | 1.0% | 1.0% | |
| AJG | A | 1.0% | 1.0% | 1.0% | |
| AKAM | D | 1.0% | 1.0% | 1.0% | |
| ALB | D | 1.0% | 1.0% | 1.0% | |
| ALGN | D | 1.0% | 1.0% | 1.0% | |
| ALL | A | 1.0% | 1.0% | 1.0% | |
| ALLE | A | 1.0% | 1.0% | 1.0% | |
| AMCR | B | 1.0% | 1.0% | 1.0% | |
| AME | D | 1.0% | 1.0% | 1.0% | |
| AMGN | B | 1.0% | 1.0% | 1.0% | |
| AMP | B | 1.0% | 1.0% | 1.0% | |
| AMT | B | 1.0% | 1.0% | 1.0% | |
| ANSS | D | 1.0% | 1.0% | 1.0% | |
| AON | B | 1.0% | 1.0% | 1.0% | |
| AOS | D | 1.0% | 1.0% | 1.0% | |
| APD | B | 1.0% | 1.0% | 1.0% | |
| APH | D | 1.0% | 1.0% | 1.0% | |
| APTV | F | 1.0% | 1.0% | 1.0% | |
| ARE | B | 1.0% | 1.0% | 1.0% | |
| ATO | A | 1.0% | 1.0% | 1.0% | |
| AVB | B | 1.0% | 1.0% | 1.0% | |
| AVY | B | 1.0% | 1.0% | 1.0% | |
| AWK | A | 1.0% | 1.0% | 1.0% | |
| AXP | B | 1.0% | 1.0% | 1.0% | |
| AZO | C | 1.0% | 1.0% | 1.0% | |
| BA | F | 1.0% | 1.0% | 1.0% | |
| BAC | D | 1.0% | 1.0% | 1.0% | |
| BALL | C | 1.0% | 1.0% | 1.0% | |
| BAX | C | 1.0% | 1.0% | 1.0% | |
| BBWI | F | 1.0% | 1.0% | 1.0% | |
| BBY | B | 1.0% | 1.0% | 1.0% | |
| BDX | D | 1.0% | 1.0% | 1.0% | |
| BEN | D | 1.0% | 1.0% | 1.0% | |
| BG | F | 1.0% | 1.0% | 1.0% | |
| BIIB | F | 1.0% | 1.0% | 1.0% | |
| BIO | C | 1.0% | 1.0% | 1.0% | |
| BK | A | 1.0% | 1.0% | 1.0% | |
| BKR | D | 1.0% | 1.0% | 1.0% | |
| BLK | A | 1.0% | 1.0% | 1.0% | |
| BMY | C | 1.0% | 1.0% | 1.0% | |
| BR | B | 1.0% | 1.0% | 1.0% | |
| BRK.A | C | 1.0% | 1.0% | 1.0% | |
| BRO | B | 1.0% | 1.0% | 1.0% | |
| BSX | B | 1.0% | 1.0% | 1.0% | |
| BX | A | 1.0% | 1.0% | 1.0% | |
| BXP | A | 1.0% | 1.0% | 1.0% | |
| C | D | 1.0% | 1.0% | 1.0% | |
| CAG | B | 1.0% | 1.0% | 1.0% | |
| CAH | B | 1.0% | 1.0% | 1.0% | |
| CARR | A | 1.0% | 1.0% | 1.0% | |
| CAT | C | 1.0% | 1.0% | 1.0% | |
| CB | B | 1.0% | 1.0% | 1.0% | |
| CBOE | B | 1.0% | 1.0% | 1.0% | |
| CBRE | B | 1.0% | 1.0% | 1.0% | |
| CCI | B | 1.0% | 1.0% | 1.0% | |
| CCL | C | 1.0% | 1.0% | 1.0% | |
| CDW | D | 1.0% | 1.0% | 1.0% | |
| CEG | C | 1.0% | 1.0% | 1.0% | |
| CF | C | 1.0% | 1.0% | 1.0% | |
| CFG | C | 1.0% | 1.0% | 1.0% | |
| CHD | B | 1.0% | 1.0% | 1.0% | |
| CHRW | C | 1.0% | 1.0% | 1.0% | |
| CHTR | D | 1.0% | 1.0% | 1.0% | |
| CI | B | 1.0% | 1.0% | 1.0% | |
| CINF | B | 1.0% | 1.0% | 1.0% | |
| CL | C | 1.0% | 1.0% | 1.0% | |
| CLX | B | 1.0% | 1.0% | 1.0% | |
| CMCSA | D | 1.0% | 1.0% | 1.0% | |
| CME | B | 1.0% | 1.0% | 1.0% | |
| CMI | C | 1.0% | 1.0% | 1.0% | |
| CMS | A | 1.0% | 1.0% | 1.0% | |
| CNC | C | 1.0% | 1.0% | 1.0% | |
| CNP | C | 1.0% | 1.0% | 1.0% | |
| COF | D | 1.0% | 1.0% | 1.0% | |
| COO | B | 1.0% | 1.0% | 1.0% | |
| COP | F | 1.0% | 1.0% | 1.0% | |
| COR | B | 1.0% | 1.0% | 1.0% | |
| COST | B | 1.0% | 1.0% | 1.0% | |
| CPB | B | 1.0% | 1.0% | 1.0% | |
| CPT | B | 1.0% | 1.0% | 1.0% | |
| CRL | D | 1.0% | 1.0% | 1.0% | |
| CSCO | C | 1.0% | 1.0% | 1.0% | |
| CSGP | D | 1.0% | 1.0% | 1.0% | |
| CSX | D | 1.0% | 1.0% | 1.0% | |
| CTAS | B | 1.0% | 1.0% | 1.0% | |
| CTLT | B | 1.0% | 1.0% | 1.0% | |
| CTRA | F | 1.0% | 1.0% | 1.0% | |
| CTSH | B | 1.0% | 1.0% | 1.0% | |
| CTVA | B | 1.0% | 1.0% | 1.0% | |
| CVS | D | 1.0% | 1.0% | 1.0% | |
| CVX | D | 1.0% | 1.0% | 1.0% | |
| D | B | 1.0% | 1.0% | 1.0% | |
| DAL | C | 1.0% | 1.0% | 1.0% | |
| DAY | C | 1.0% | 1.0% | 1.0% | |
| DD | B | 1.0% | 1.0% | 1.0% | |
| DE | B | 1.0% | 1.0% | 1.0% | |
| DFS | C | 1.0% | 1.0% | 1.0% | |
| DG | F | 1.0% | 1.0% | 1.0% | |
| DGX | B | 1.0% | 1.0% | 1.0% | |
| DHR | B | 1.0% | 1.0% | 1.0% | |
| DIS | D | 1.0% | 1.0% | 1.0% | |
| DLR | A | 1.0% | 1.0% | 1.0% | |
| DLTR | F | 1.0% | 1.0% | 1.0% | |
| DOC | B | 1.0% | 1.0% | 1.0% | |
| DOV | B | 1.0% | 1.0% | 1.0% | |
| DOW | F | 1.0% | 1.0% | 1.0% | |
| DPZ | D | 1.0% | 1.0% | 1.0% | |
| DRI | C | 1.0% | 1.0% | 1.0% | |
| DTE | A | 1.0% | 1.0% | 1.0% | |
| DUK | B | 1.0% | 1.0% | 1.0% | |
| DVA | A | 1.0% | 1.0% | 1.0% | |
| DVN | F | 1.0% | 1.0% | 1.0% | |
| DXCM | F | 1.0% | 1.0% | 1.0% | |
| EA | C | 1.0% | 1.0% | 1.0% | |
| EBAY | A | 1.0% | 1.0% | 1.0% | |
| ECL | A | 1.0% | 1.0% | 1.0% | |
| ED | B | 1.0% | 1.0% | 1.0% | |
| EFX | B | 1.0% | 1.0% | 1.0% | |
| EG | B | 1.0% | 1.0% | 1.0% | |
| EIX | B | 1.0% | 1.0% | 1.0% | |
| EL | F | 1.0% | 1.0% | 1.0% | |
| ELV | B | 1.0% | 1.0% | 1.0% | |
| EMN | A | 1.0% | 1.0% | 1.0% | |
| EMR | D | 1.0% | 1.0% | 1.0% | |
| ENPH | D | 1.0% | 1.0% | 1.0% | |
| EOG | D | 1.0% | 1.0% | 1.0% | |
| EPAM | D | 1.0% | 1.0% | 1.0% | |
| EQIX | B | 1.0% | 1.0% | 1.0% | |
| EQR | B | 1.0% | 1.0% | 1.0% | |
| EQT | D | 1.0% | 1.0% | 1.0% | |
| ES | B | 1.0% | 1.0% | 1.0% | |
| ESS | A | 1.0% | 1.0% | 1.0% | |
| ETN | C | 1.0% | 1.0% | 1.0% | |
| ETR | A | 1.0% | 1.0% | 1.0% | |
| EVRG | A | 1.0% | 1.0% | 1.0% | |
| EW | D | 1.0% | 1.0% | 1.0% | |
| EXC | A | 1.0% | 1.0% | 1.0% | |
| EXPD | D | 1.0% | 1.0% | 1.0% | |
| EXR | A | 1.0% | 1.0% | 1.0% | |
| F | D | 1.0% | 1.0% | 1.0% | |
| FAST | C | 1.0% | 1.0% | 1.0% | |
| FCX | D | 1.0% | 1.0% | 1.0% | |
| FDS | C | 1.0% | 1.0% | 1.0% | |
| FDX | C | 1.0% | 1.0% | 1.0% | |
| FE | B | 1.0% | 1.0% | 1.0% | |
| FFIV | A | 1.0% | 1.0% | 1.0% | |
| FI | B | 1.0% | 1.0% | 1.0% | |
| FIS | A | 1.0% | 1.0% | 1.0% | |
| FITB | B | 1.0% | 1.0% | 1.0% | |
| FOX | C | 1.0% | 1.0% | 1.0% | |
| FOXA | C | 1.0% | 1.0% | 1.0% | |
| FSLR | D | 1.0% | 1.0% | 1.0% | |
| GD | B | 1.0% | 1.0% | 1.0% | |
| GE | A | 1.0% | 1.0% | 1.0% | |
| GEHC | C | 1.0% | 1.0% | 1.0% | |
| GEN | B | 1.0% | 1.0% | 1.0% | |
| GEV | B | 1.0% | 1.0% | 1.0% | |
| GILD | B | 1.0% | 1.0% | 1.0% | |
| GIS | B | 1.0% | 1.0% | 1.0% | |
| GLW | C | 1.0% | 1.0% | 1.0% | |
| GM | C | 1.0% | 1.0% | 1.0% | |
| GPC | D | 1.0% | 1.0% | 1.0% | |
| GPN | C | 1.0% | 1.0% | 1.0% | |
| GRMN | D | 1.0% | 1.0% | 1.0% | |
| GS | D | 1.0% | 1.0% | 1.0% | |
| GWW | B | 1.0% | 1.0% | 1.0% | |
| HAL | F | 1.0% | 1.0% | 1.0% | |
| HBAN | B | 1.0% | 1.0% | 1.0% | |
| HCA | A | 1.0% | 1.0% | 1.0% | |
| HD | B | 1.0% | 1.0% | 1.0% | |
| HIG | B | 1.0% | 1.0% | 1.0% | |
| HII | D | 1.0% | 1.0% | 1.0% | |
| HOLX | B | 1.0% | 1.0% | 1.0% | |
| HON | D | 1.0% | 1.0% | 1.0% | |
| HPE | F | 1.0% | 1.0% | 1.0% | |
| HPQ | D | 1.0% | 1.0% | 1.0% | |
| HRL | C | 1.0% | 1.0% | 1.0% | |
| HSIC | D | 1.0% | 1.0% | 1.0% | |
| HST | D | 1.0% | 1.0% | 1.0% | |
| HSY | B | 1.0% | 1.0% | 1.0% | |
| HUBB | B | 1.0% | 1.0% | 1.0% | |
| HUM | F | 1.0% | 1.0% | 1.0% | |
| HWM | B | 1.0% | 1.0% | 1.0% | |
| IBM | A | 1.0% | 1.0% | 1.0% | |
| ICE | B | 1.0% | 1.0% | 1.0% | |
| IDXX | C | 1.0% | 1.0% | 1.0% | |
| IEX | D | 1.0% | 1.0% | 1.0% | |
| IFF | B | 1.0% | 1.0% | 1.0% | |
| INCY | C | 1.0% | 1.0% | 1.0% | |
| INTC | F | 1.0% | 1.0% | 1.0% | |
| INVH | B | 1.0% | 1.0% | 1.0% | |
| IP | B | 1.0% | 1.0% | 1.0% | |
| IPG | C | 1.0% | 1.0% | 1.0% | |
| IQV | C | 1.0% | 1.0% | 1.0% | |
| IR | D | 1.0% | 1.0% | 1.0% | |
| IRM | A | 1.0% | 1.0% | 1.0% | |
| ISRG | B | 1.0% | 1.0% | 1.0% | |
| ITW | B | 1.0% | 1.0% | 1.0% | |
| J | D | 1.0% | 1.0% | 1.0% | |
| JBHT | D | 1.0% | 1.0% | 1.0% | |
| JBL | D | 1.0% | 1.0% | 1.0% | |
| JCI | B | 1.0% | 1.0% | 1.0% | |
| JKHY | A | 1.0% | 1.0% | 1.0% | |
| JNJ | B | 1.0% | 1.0% | 1.0% | |
| JNPR | B | 1.0% | 1.0% | 1.0% | |
| JPM | D | 1.0% | 1.0% | 1.0% | |
| K | A | 1.0% | 1.0% | 1.0% | |
| KDP | B | 1.0% | 1.0% | 1.0% | |
| KEY | B | 1.0% | 1.0% | 1.0% | |
| KEYS | C | 1.0% | 1.0% | 1.0% | |
| KHC | C | 1.0% | 1.0% | 1.0% | |
| KIM | B | 1.0% | 1.0% | 1.0% | |
| KMB | C | 1.0% | 1.0% | 1.0% | |
| KMI | B | 1.0% | 1.0% | 1.0% | |
| KMX | D | 1.0% | 1.0% | 1.0% | |
| KO | B | 1.0% | 1.0% | 1.0% | |
| KR | B | 1.0% | 1.0% | 1.0% | |
| KVUE | B | 1.0% | 1.0% | 1.0% | |
| L | C | 1.0% | 1.0% | 1.0% | |
| LDOS | B | 1.0% | 1.0% | 1.0% | |
| LEN | B | 1.0% | 1.0% | 1.0% | |
| LH | B | 1.0% | 1.0% | 1.0% | |
| LHX | C | 1.0% | 1.0% | 1.0% | |
| LIN | B | 1.0% | 1.0% | 1.0% | |
| LKQ | D | 1.0% | 1.0% | 1.0% | |
| LMT | B | 1.0% | 1.0% | 1.0% | |
| LNT | A | 1.0% | 1.0% | 1.0% | |
| LOW | B | 1.0% | 1.0% | 1.0% | |
| LUV | C | 1.0% | 1.0% | 1.0% | |
| LVS | D | 1.0% | 1.0% | 1.0% | |
| LW | D | 1.0% | 1.0% | 1.0% | |
| LYB | F | 1.0% | 1.0% | 1.0% | |
| MA | A | 1.0% | 1.0% | 1.0% | |
| MAA | A | 1.0% | 1.0% | 1.0% | |
| MAS | B | 1.0% | 1.0% | 1.0% | |
| MCD | B | 1.0% | 1.0% | 1.0% | |
| MCHP | D | 1.0% | 1.0% | 1.0% | |
| MCK | F | 1.0% | 1.0% | 1.0% | |
| MCO | B | 1.0% | 1.0% | 1.0% | |
| MDLZ | B | 1.0% | 1.0% | 1.0% | |
| MDT | B | 1.0% | 1.0% | 1.0% | |
| MET | B | 1.0% | 1.0% | 1.0% | |
| MGM | D | 1.0% | 1.0% | 1.0% | |
| MKC | B | 1.0% | 1.0% | 1.0% | |
| MKTX | C | 1.0% | 1.0% | 1.0% | |
| MLM | D | 1.0% | 1.0% | 1.0% | |
| MMC | A | 1.0% | 1.0% | 1.0% | |
| MMM | A | 1.0% | 1.0% | 1.0% | |
| MNST | C | 1.0% | 1.0% | 1.0% | |
| MO | C | 1.0% | 1.0% | 1.0% | |
| MOH | C | 1.0% | 1.0% | 1.0% | |
| MOS | F | 1.0% | 1.0% | 1.0% | |
| MPC | F | 1.0% | 1.0% | 1.0% | |
| MRK | D | 1.0% | 1.0% | 1.0% | |
| MRNA | F | 1.0% | 1.0% | 1.0% | |
| MRO | D | 1.0% | 1.0% | 1.0% | |
| MS | D | 1.0% | 1.0% | 1.0% | |
| MSCI | C | 1.0% | 1.0% | 1.0% | |
| MSI | B | 1.0% | 1.0% | 1.0% | |
| MTB | B | 1.0% | 1.0% | 1.0% | |
| MTCH | C | 1.0% | 1.0% | 1.0% | |
| MTD | D | 1.0% | 1.0% | 1.0% | |
| MU | F | 1.0% | 1.0% | 1.0% | |
| NDAQ | B | 1.0% | 1.0% | 1.0% | |
| NDSN | C | 1.0% | 1.0% | 1.0% | |
| NEE | B | 1.0% | 1.0% | 1.0% | |
| NEM | B | 1.0% | 1.0% | 1.0% | |
| NI | A | 1.0% | 1.0% | 1.0% | |
| NKE | D | 1.0% | 1.0% | 1.0% | |
| NOC | B | 1.0% | 1.0% | 1.0% | |
| NRG | C | 1.0% | 1.0% | 1.0% | |
| NSC | C | 1.0% | 1.0% | 1.0% | |
| NTAP | D | 1.0% | 1.0% | 1.0% | |
| NTRS | B | 1.0% | 1.0% | 1.0% | |
| NUE | D | 1.0% | 1.0% | 1.0% | |
| NWSA | D | 1.0% | 1.0% | 1.0% | |
| NXPI | F | 1.0% | 1.0% | 1.0% | |
| O | B | 1.0% | 1.0% | 1.0% | |
| OKE | A | 1.0% | 1.0% | 1.0% | |
| OMC | B | 1.0% | 1.0% | 1.0% | |
| ON | D | 1.0% | 1.0% | 1.0% | |
| ORLY | B | 1.0% | 1.0% | 1.0% | |
| OTIS | C | 1.0% | 1.0% | 1.0% | |
| OXY | F | 1.0% | 1.0% | 1.0% | |
| PARA | F | 1.0% | 1.0% | 1.0% | |
| PAYC | D | 1.0% | 1.0% | 1.0% | |
| PAYX | B | 1.0% | 1.0% | 1.0% | |
| PCAR | D | 1.0% | 1.0% | 1.0% | |
| PCG | B | 1.0% | 1.0% | 1.0% | |
| PEG | A | 1.0% | 1.0% | 1.0% | |
| PEP | B | 1.0% | 1.0% | 1.0% | |
| PFE | C | 1.0% | 1.0% | 1.0% | |
| PFG | C | 1.0% | 1.0% | 1.0% | |
| PG | A | 1.0% | 1.0% | 1.0% | |
| PGR | B | 1.0% | 1.0% | 1.0% | |
| PH | B | 1.0% | 1.0% | 1.0% | |
| PKG | B | 1.0% | 1.0% | 1.0% | |
| PLD | B | 1.0% | 1.0% | 1.0% | |
| PM | B | 1.0% | 1.0% | 1.0% | |
| PNC | B | 1.0% | 1.0% | 1.0% | |
| PNR | A | 1.0% | 1.0% | 1.0% | |
| PODD | B | 1.0% | 1.0% | 1.0% | |
| POOL | C | 1.0% | 1.0% | 1.0% | |
| PPG | C | 1.0% | 1.0% | 1.0% | |
| PPL | A | 1.0% | 1.0% | 1.0% | |
| PRU | C | 1.0% | 1.0% | 1.0% | |
| PSA | A | 1.0% | 1.0% | 1.0% | |
| PSX | F | 1.0% | 1.0% | 1.0% | |
| PTC | D | 1.0% | 1.0% | 1.0% | |
| PWR | C | 1.0% | 1.0% | 1.0% | |
| PYPL | B | 1.0% | 1.0% | 1.0% | |
| QCOM | D | 1.0% | 1.0% | 1.0% | |
| QRVO | F | 1.0% | 1.0% | 1.0% | |
| REG | B | 1.0% | 1.0% | 1.0% | |
| REGN | C | 1.0% | 1.0% | 1.0% | |
| RF | C | 1.0% | 1.0% | 1.0% | |
| RJF | C | 1.0% | 1.0% | 1.0% | |
| RMD | B | 1.0% | 1.0% | 1.0% | |
| ROK | D | 1.0% | 1.0% | 1.0% | |
| ROL | B | 1.0% | 1.0% | 1.0% | |
| ROP | B | 1.0% | 1.0% | 1.0% | |
| RSG | B | 1.0% | 1.0% | 1.0% | |
| RTX | C | 1.0% | 1.0% | 1.0% | |
| RVTY | B | 1.0% | 1.0% | 1.0% | |
| SBAC | B | 1.0% | 1.0% | 1.0% | |
| SBUX | C | 1.0% | 1.0% | 1.0% | |
| SCHW | D | 1.0% | 1.0% | 1.0% | |
| SHW | A | 1.0% | 1.0% | 1.0% | |
| SJM | C | 1.0% | 1.0% | 1.0% | |
| SLB | F | 1.0% | 1.0% | 1.0% | |
| SNA | B | 1.0% | 1.0% | 1.0% | |
| SO | A | 1.0% | 1.0% | 1.0% | |
| SOLV | C | 1.0% | 1.0% | 1.0% | |
| SPG | B | 1.0% | 1.0% | 1.0% | |
| SPGI | A | 1.0% | 1.0% | 1.0% | |
| SRE | B | 1.0% | 1.0% | 1.0% | |
| STE | B | 1.0% | 1.0% | 1.0% | |
| STLD | F | 1.0% | 1.0% | 1.0% | |
| STT | B | 1.0% | 1.0% | 1.0% | |
| STX | D | 1.0% | 1.0% | 1.0% | |
| STZ | C | 1.0% | 1.0% | 1.0% | |
| SW | B | 1.0% | 1.0% | 1.0% | |
| SWK | B | 1.0% | 1.0% | 1.0% | |
| SWKS | F | 1.0% | 1.0% | 1.0% | |
| SYF | D | 1.0% | 1.0% | 1.0% | |
| SYK | B | 1.0% | 1.0% | 1.0% | |
| SYY | C | 1.0% | 1.0% | 1.0% | |
| T | A | 1.0% | 1.0% | 1.0% | |
| TAP | C | 1.0% | 1.0% | 1.0% | |
| TDY | B | 1.0% | 1.0% | 1.0% | |
| TECH | D | 1.0% | 1.0% | 1.0% | |
| TEL | D | 1.0% | 1.0% | 1.0% | |
| TER | D | 1.0% | 1.0% | 1.0% | |
| TFC | D | 1.0% | 1.0% | 1.0% | |
| TFX | B | 1.0% | 1.0% | 1.0% | |
| TGT | C | 1.0% | 1.0% | 1.0% | |
| TJX | B | 1.0% | 1.0% | 1.0% | |
| TMO | B | 1.0% | 1.0% | 1.0% | |
| TMUS | A | 1.0% | 1.0% | 1.0% | |
| TRMB | C | 1.0% | 1.0% | 1.0% | |
| TROW | D | 1.0% | 1.0% | 1.0% | |
| TRV | A | 1.0% | 1.0% | 1.0% | |
| TSCO | B | 1.0% | 1.0% | 1.0% | |
| TSN | C | 1.0% | 1.0% | 1.0% | |
| TT | A | 1.0% | 1.0% | 1.0% | |
| TTWO | D | 1.0% | 1.0% | 1.0% | |
| TXN | D | 1.0% | 1.0% | 1.0% | |
| TXT | D | 1.0% | 1.0% | 1.0% | |
| UDR | B | 1.0% | 1.0% | 1.0% | |
| UHS | B | 1.0% | 1.0% | 1.0% | |
| ULTA | D | 1.0% | 1.0% | 1.0% | |
| UNH | C | 1.0% | 1.0% | 1.0% | |
| UNP | B | 1.0% | 1.0% | 1.0% | |
| UPS | D | 1.0% | 1.0% | 1.0% | |
| USB | C | 1.0% | 1.0% | 1.0% | |
| V | A | 1.0% | 1.0% | 1.0% | |
| VICI | B | 1.0% | 1.0% | 1.0% | |
| VLO | F | 1.0% | 1.0% | 1.0% | |
| VLTO | B | 1.0% | 1.0% | 1.0% | |
| VMC | D | 1.0% | 1.0% | 1.0% | |
| VRSK | D | 1.0% | 1.0% | 1.0% | |
| VRSN | D | 1.0% | 1.0% | 1.0% | |
| VRTX | C | 1.0% | 1.0% | 1.0% | |
| VTR | B | 1.0% | 1.0% | 1.0% | |
| VTRS | C | 1.0% | 1.0% | 1.0% | |
| VZ | A | 1.0% | 1.0% | 1.0% | |
| WAB | B | 1.0% | 1.0% | 1.0% | |
| WAT | C | 1.0% | 1.0% | 1.0% | |
| WBA | F | 1.0% | 1.0% | 1.0% | |
| WBD | D | 1.0% | 1.0% | 1.0% | |
| WDC | D | 1.0% | 1.0% | 1.0% | |
| WEC | B | 1.0% | 1.0% | 1.0% | |
| WELL | B | 1.0% | 1.0% | 1.0% | |
| WFC | F | 1.0% | 1.0% | 1.0% | |
| WM | D | 1.0% | 1.0% | 1.0% | |
| WMB | A | 1.0% | 1.0% | 1.0% | |
| WMT | B | 1.0% | 1.0% | 1.0% | |
| WRB | C | 1.0% | 1.0% | 1.0% | |
| WTW | B | 1.0% | 1.0% | 1.0% | |
| WY | C | 1.0% | 1.0% | 1.0% | |
| XEL | B | 1.0% | 1.0% | 1.0% | |
| XOM | D | 1.0% | 1.0% | 1.0% | |
| XYL | D | 1.0% | 1.0% | 1.0% | |
| YUM | B | 1.0% | 1.0% | 1.0% | |
| ZBH | D | 1.0% | 1.0% | 1.0% | |
| ZBRA | C | 1.0% | 1.0% | 1.0% | |
| ZTS | B | 1.0% | 1.0% | 1.0% |
IVE Underweight 173 Positions Relative to ACWI
| Symbol | Grade | Weight | |
|---|---|---|---|
| SAR | B | -50.31% | |
| WLK | D | -1.0% | |
| CELH | F | -1.0% | |
| UHAL | B | -1.0% | |
| H | D | -1.0% | |
| ACI | D | -1.0% | |
| AZPN | C | -1.0% | |
| DINO | F | -1.0% | |
| Z | B | -1.0% | |
| WYNN | D | -1.0% | |
| TOST | C | -1.0% | |
| KNX | C | -1.0% | |
| ROKU | C | -1.0% | |
| TTC | D | -1.0% | |
| BSY | D | -1.0% | |
| CHK | D | -1.0% | |
| SEIC | C | -1.0% | |
| CG | D | -1.0% | |
| SNAP | F | -1.0% | |
| IOT | B | -1.0% | |
| WTRG | D | -1.0% | |
| CNH | C | -1.0% | |
| FBIN | B | -1.0% | |
| APA | F | -1.0% | |
| RIVN | F | -1.0% | |
| NLY | A | -1.0% | |
| TWLO | D | -1.0% | |
| HOOD | C | -1.0% | |
| EXAS | C | -1.0% | |
| RPRX | C | -1.0% | |
| AFG | B | -1.0% | |
| OVV | F | -1.0% | |
| CHRD | F | -1.0% | |
| CCK | A | -1.0% | |
| ALLY | F | -1.0% | |
| ACM | B | -1.0% | |
| NBIX | D | -1.0% | |
| OKTA | F | -1.0% | |
| DOCU | C | -1.0% | |
| HEI | A | -1.0% | |
| DKS | D | -1.0% | |
| ELS | B | -1.0% | |
| CE | D | -1.0% | |
| TW | A | -1.0% | |
| ERIE | B | -1.0% | |
| DT | C | -1.0% | |
| ZS | F | -1.0% | |
| GGG | C | -1.0% | |
| PSTG | D | -1.0% | |
| OC | C | -1.0% | |
| WPC | B | -1.0% | |
| HEI | A | -1.0% | |
| RPM | B | -1.0% | |
| UTHR | C | -1.0% | |
| DKNG | D | -1.0% | |
| LYV | C | -1.0% | |
| FWONK | C | -1.0% | |
| LPLA | F | -1.0% | |
| WSO | C | -1.0% | |
| SSNC | A | -1.0% | |
| EQH | C | -1.0% | |
| AMH | B | -1.0% | |
| MANH | A | -1.0% | |
| RS | D | -1.0% | |
| BMRN | F | -1.0% | |
| TPL | C | -1.0% | |
| ZM | C | -1.0% | |
| EME | A | -1.0% | |
| ENTG | D | -1.0% | |
| GLPI | B | -1.0% | |
| FNF | B | -1.0% | |
| BURL | B | -1.0% | |
| WSM | C | -1.0% | |
| AVTR | B | -1.0% | |
| EXPE | C | -1.0% | |
| PINS | F | -1.0% | |
| APP | B | -1.0% | |
| LII | A | -1.0% | |
| MSTR | D | -1.0% | |
| TRU | A | -1.0% | |
| SUI | B | -1.0% | |
| ILMN | C | -1.0% | |
| FCNCA | D | -1.0% | |
| CSL | C | -1.0% | |
| MKL | C | -1.0% | |
| SMCI | F | -1.0% | |
| MDB | D | -1.0% | |
| RBLX | B | -1.0% | |
| BAH | B | -1.0% | |
| BLDR | C | -1.0% | |
| CPAY | C | -1.0% | |
| GDDY | D | -1.0% | |
| WST | F | -1.0% | |
| DECK | C | -1.0% | |
| NET | D | -1.0% | |
| HUBS | D | -1.0% | |
| FTV | C | -1.0% | |
| TYL | B | -1.0% | |
| AXON | A | -1.0% | |
| VST | C | -1.0% | |
| TEAM | D | -1.0% | |
| VRT | C | -1.0% | |
| ARES | C | -1.0% | |
| PHM | B | -1.0% | |
| COIN | F | -1.0% | |
| DELL | D | -1.0% | |
| DDOG | D | -1.0% | |
| LULU | D | -1.0% | |
| TRGP | B | -1.0% | |
| NVR | B | -1.0% | |
| ALNY | C | -1.0% | |
| FANG | F | -1.0% | |
| SNOW | F | -1.0% | |
| VEEV | C | -1.0% | |
| SQ | D | -1.0% | |
| HES | F | -1.0% | |
| ODFL | D | -1.0% | |
| IT | B | -1.0% | |
| FLUT | B | -1.0% | |
| DASH | C | -1.0% | |
| FERG | D | -1.0% | |
| RCL | B | -1.0% | |
| MPWR | C | -1.0% | |
| LNG | C | -1.0% | |
| ACGL | A | -1.0% | |
| CPRT | F | -1.0% | |
| FICO | A | -1.0% | |
| APO | C | -1.0% | |
| TTD | B | -1.0% | |
| URI | C | -1.0% | |
| WCN | B | -1.0% | |
| FTNT | B | -1.0% | |
| ROST | C | -1.0% | |
| WDAY | D | -1.0% | |
| DHI | B | -1.0% | |
| HLT | B | -1.0% | |
| MRVL | C | -1.0% | |
| MAR | D | -1.0% | |
| CRWD | D | -1.0% | |
| PLTR | B | -1.0% | |
| CRH | B | -1.0% | |
| CDNS | D | -1.0% | |
| SNPS | D | -1.0% | |
| KKR | B | -1.0% | |
| TDG | B | -1.0% | |
| CMG | C | -1.0% | |
| ANET | C | -1.0% | |
| MELI | B | -1.0% | |
| KLAC | D | -1.0% | |
| LRCX | F | -1.0% | |
| PANW | C | -1.0% | |
| BKNG | B | -1.0% | |
| UBER | C | -1.0% | |
| AMAT | D | -1.0% | |
| NOW | B | -1.0% | |
| INTU | C | -1.0% | |
| AMD | D | -1.0% | |
| ORCL | B | -1.0% | |
| CRM | D | -1.0% | |
| ADBE | D | -1.0% | |
| NFLX | B | -1.0% | |
| TSLA | C | -1.0% | |
| AVGO | C | -1.0% | |
| LLY | C | -1.0% | |
| GOOG | D | -1.0% | |
| GOOGL | D | -1.0% | |
| META | B | -1.0% | |
| AMZN | C | -1.0% | |
| NVDA | D | -1.0% | |
| MSFT | C | -1.0% | |
| AAPL | D | -1.0% | |
| UMC | B | -0.03% | |
| CHT | A | -0.02% |
IVE: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Diagnostics & Research
Business Services
Asset Management
Banks - Regional - US
Capital Markets
Packaged Foods
Semiconductors
Drug Manufacturers - Major
Medical Devices
Medical Instruments & Supplies
Specialty Retail
Aerospace & Defense
Credit Services
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Oil & Gas E&P
REIT - Residential
ACWI: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Business Services
Diagnostics & Research
Semiconductors
Asset Management
Oil & Gas E&P
Software - Infrastructure
Capital Markets
Specialty Retail
Aerospace & Defense
Banks - Regional - US
Biotechnology
REIT - Residential
Specialty Chemicals
Drug Manufacturers - Major
Insurance - Property & Casualty
Medical Instruments & Supplies
Packaged Foods
Compare ETFs
