IVE vs. EQAL ETF Comparison

Comparison of iShares S&P 500 Value ETF (IVE) to PowerShares Russell 1000 Equal Weight Portfolio (EQAL)

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

$203.74

Average Daily Volume

513,295

Number of Holdings ^*

436

* may have additional holdings in another (foreign) market

EQAL

PowerShares Russell 1000 Equal Weight Portfolio

EQAL Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell 1000® Equal Weight Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Frank Russell Company (the "Index Provider") compiles and maintains the underlying index, which is composed of all of the securities in the Russell 1000® Index (the "Russell 1000") "equally weighted."

Grade (RS Rating)

Last Trade

$51.47

Average Daily Volume

22,601

Number of Holdings ^*

968

* may have additional holdings in another (foreign) market

Performance

Period	IVE	EQAL
30 Days	2.72%	5.64%
60 Days	3.94%	6.61%
90 Days	6.02%	8.92%
12 Months	26.65%	28.87%

428 Overlapping Holdings

	Symbol	Grade	Weight in IVE	Weight in EQAL	Overlap
	A	D	0.17%	0.07%	0.07%
	ABBV	D	0.86%	0.07%	0.07%
	ABNB	C	0.14%	0.06%	0.06%
	ABT	B	0.95%	0.08%	0.08%
	ACN	C	0.48%	0.05%	0.05%
	ADI	D	0.2%	0.06%	0.06%
	ADM	D	0.12%	0.14%	0.12%
	ADP	B	0.35%	0.05%	0.05%
	ADSK	A	0.15%	0.07%	0.07%
	AEE	A	0.11%	0.21%	0.11%
	AEP	D	0.24%	0.18%	0.18%
	AES	F	0.05%	0.15%	0.05%
	AFL	B	0.26%	0.06%	0.06%
	AIG	B	0.23%	0.07%	0.07%
	AIZ	A	0.05%	0.07%	0.05%
	AJG	B	0.15%	0.07%	0.07%
	AKAM	D	0.03%	0.06%	0.03%
	ALB	C	0.06%	0.27%	0.06%
	ALGN	D	0.03%	0.08%	0.03%
	ALL	A	0.24%	0.06%	0.06%
	ALLE	D	0.04%	0.05%	0.04%
	AMCR	D	0.07%	0.04%	0.04%
	AME	A	0.11%	0.05%	0.05%
	AMGN	D	0.72%	0.07%	0.07%
	AMP	A	0.12%	0.08%	0.08%
	AMT	D	0.25%	0.11%	0.11%
	ANSS	B	0.06%	0.07%	0.06%
	AON	A	0.19%	0.07%	0.07%
	AOS	F	0.02%	0.04%	0.02%
	APD	A	0.33%	0.27%	0.27%
	APH	A	0.18%	0.07%	0.07%
	APTV	D	0.07%	0.04%	0.04%
	ARE	D	0.08%	0.12%	0.08%
	ATO	A	0.11%	0.21%	0.11%
	AVB	B	0.15%	0.13%	0.13%
	AVY	D	0.07%	0.22%	0.07%
	AWK	D	0.12%	0.18%	0.12%
	AXP	A	0.23%	0.05%	0.05%
	AZO	C	0.08%	0.05%	0.05%
	BA	F	0.27%	0.04%	0.04%
	BAC	A	1.48%	0.07%	0.07%
	BALL	D	0.09%	0.04%	0.04%
	BAX	D	0.08%	0.06%	0.06%
	BBY	D	0.09%	0.05%	0.05%
	BDX	F	0.31%	0.08%	0.08%
	BEN	C	0.03%	0.07%	0.03%
	BG	F	0.06%	0.14%	0.06%
	BIIB	F	0.11%	0.07%	0.07%
	BK	A	0.27%	0.07%	0.07%
	BKR	B	0.2%	0.26%	0.2%
	BLK	C	0.68%	0.07%	0.07%
	BMY	B	0.54%	0.1%	0.1%
	BR	A	0.05%	0.07%	0.05%
	BRK.A	B	4.04%	0.07%	0.07%
	BRO	B	0.03%	0.07%	0.03%
	BSX	B	0.27%	0.09%	0.09%
	BWA	D	0.04%	0.05%	0.04%
	BX	A	0.17%	0.08%	0.08%
	BXP	D	0.05%	0.14%	0.05%
	C	A	0.62%	0.07%	0.07%
	CAG	D	0.06%	0.14%	0.06%
	CAH	B	0.14%	0.09%	0.09%
	CARR	D	0.15%	0.04%	0.04%
	CAT	B	0.37%	0.05%	0.05%
	CB	C	0.51%	0.06%	0.06%
	CBOE	B	0.04%	0.06%	0.04%
	CBRE	B	0.18%	0.15%	0.15%
	CCI	D	0.21%	0.12%	0.12%
	CCL	B	0.03%	0.07%	0.03%
	CDW	F	0.06%	0.05%	0.05%
	CEG	D	0.18%	0.23%	0.18%
	CF	B	0.03%	0.26%	0.03%
	CFG	B	0.1%	0.07%	0.07%
	CHD	B	0.07%	0.16%	0.07%
	CHRW	C	0.06%	0.05%	0.05%
	CHTR	C	0.1%	0.58%	0.1%
	CI	F	0.42%	0.07%	0.07%
	CINF	A	0.11%	0.07%	0.07%
	CL	D	0.22%	0.14%	0.14%
	CLX	B	0.1%	0.16%	0.1%
	CMCSA	B	0.78%	0.56%	0.56%
	CME	A	0.24%	0.07%	0.07%
	CMI	A	0.23%	0.06%	0.06%
	CMS	C	0.1%	0.19%	0.1%
	CNC	D	0.14%	0.06%	0.06%
	CNP	B	0.09%	0.21%	0.09%
	COF	B	0.33%	0.06%	0.06%
	COP	C	0.19%	0.22%	0.19%
	COR	B	0.2%	0.16%	0.16%
	COST	B	1.09%	0.05%	0.05%
	CPB	D	0.04%	0.14%	0.04%
	CPT	B	0.06%	0.13%	0.06%
	CRL	C	0.05%	0.08%	0.05%
	CSCO	B	1.09%	0.58%	0.58%
	CSGP	D	0.08%	0.13%	0.08%
	CSX	B	0.16%	0.05%	0.05%
	CTAS	B	0.16%	0.05%	0.05%
	CTLT	B	0.05%	0.08%	0.05%
	CTRA	B	0.03%	0.22%	0.03%
	CTSH	B	0.18%	0.07%	0.07%
	CTVA	C	0.18%	0.16%	0.16%
	CVS	D	0.31%	0.15%	0.15%
	CVX	A	1.29%	0.23%	0.23%
	CZR	F	0.02%	0.05%	0.02%
	D	C	0.23%	0.19%	0.19%
	DAL	C	0.09%	0.07%	0.07%
	DAY	B	0.03%	0.08%	0.03%
	DD	D	0.16%	0.04%	0.04%
	DE	A	0.21%	0.04%	0.04%
	DELL	C	0.08%	0.07%	0.07%
	DFS	B	0.1%	0.08%	0.08%
	DG	F	0.08%	0.05%	0.05%
	DGX	A	0.08%	0.08%	0.08%
	DHR	F	0.7%	0.07%	0.07%
	DIS	B	0.98%	0.06%	0.06%
	DLR	B	0.15%	0.15%	0.15%
	DLTR	F	0.06%	0.05%	0.05%
	DOC	D	0.07%	0.13%	0.07%
	DOV	A	0.13%	0.05%	0.05%
	DOW	F	0.15%	0.04%	0.04%
	DPZ	C	0.04%	0.05%	0.04%
	DRI	B	0.04%	0.05%	0.04%
	DTE	C	0.12%	0.19%	0.12%
	DUK	C	0.41%	0.19%	0.19%
	DVA	B	0.02%	0.08%	0.02%
	DVN	F	0.11%	0.19%	0.11%
	DXCM	D	0.06%	0.09%	0.06%
	EA	A	0.1%	0.06%	0.06%
	EBAY	D	0.14%	0.05%	0.05%
	ECL	D	0.14%	0.23%	0.14%
	ED	D	0.16%	0.18%	0.16%
	EFX	F	0.09%	0.04%	0.04%
	EG	C	0.08%	0.06%	0.06%
	EIX	B	0.15%	0.19%	0.15%
	EL	F	0.07%	0.04%	0.04%
	ELV	F	0.44%	0.06%	0.06%
	EMN	D	0.06%	0.24%	0.06%
	EMR	A	0.34%	0.06%	0.06%
	ENPH	F	0.02%	0.12%	0.02%
	EOG	A	0.12%	0.23%	0.12%
	EPAM	C	0.04%	0.08%	0.04%
	EQIX	A	0.21%	0.14%	0.14%
	EQR	B	0.12%	0.13%	0.12%
	EQT	B	0.12%	0.26%	0.12%
	ES	D	0.1%	0.18%	0.1%
	ESS	B	0.09%	0.13%	0.09%
	ETN	A	0.26%	0.05%	0.05%
	ETR	B	0.15%	0.23%	0.15%
	EVRG	A	0.07%	0.21%	0.07%
	EW	C	0.12%	0.08%	0.08%
	EXC	C	0.18%	0.19%	0.18%
	EXPD	D	0.05%	0.05%	0.05%
	EXR	D	0.16%	0.13%	0.13%
	F	C	0.2%	0.05%	0.05%
	FAST	B	0.11%	0.28%	0.11%
	FCX	D	0.14%	0.24%	0.14%
	FDS	B	0.05%	0.07%	0.05%
	FDX	B	0.31%	0.05%	0.05%
	FE	C	0.1%	0.18%	0.1%
	FFIV	B	0.07%	0.07%	0.07%
	FI	A	0.27%	0.05%	0.05%
	FIS	C	0.23%	0.05%	0.05%
	FITB	A	0.15%	0.07%	0.07%
	FMC	D	0.03%	0.21%	0.03%
	FOXA	B	0.05%	0.07%	0.05%
	FRT	B	0.04%	0.13%	0.04%
	FSLR	F	0.1%	0.16%	0.1%
	GD	F	0.35%	0.04%	0.04%
	GE	D	0.51%	0.05%	0.05%
	GEHC	F	0.18%	0.08%	0.08%
	GEN	B	0.08%	0.07%	0.07%
	GEV	B	0.24%	0.07%	0.07%
	GILD	C	0.52%	0.09%	0.09%
	GIS	D	0.16%	0.14%	0.14%
	GL	B	0.05%	0.07%	0.05%
	GLW	B	0.17%	0.07%	0.07%
	GM	B	0.3%	0.06%	0.06%
	GNRC	B	0.02%	0.06%	0.02%
	GPC	D	0.08%	0.05%	0.05%
	GPN	B	0.14%	0.05%	0.05%
	GRMN	B	0.07%	0.06%	0.06%
	GS	A	0.88%	0.08%	0.08%
	GWW	B	0.06%	0.05%	0.05%
	HAL	C	0.12%	0.21%	0.12%
	HAS	D	0.04%	0.05%	0.04%
	HBAN	A	0.12%	0.08%	0.08%
	HCA	F	0.16%	0.07%	0.07%
	HD	A	1.2%	0.06%	0.06%
	HIG	B	0.16%	0.07%	0.07%
	HII	D	0.04%	0.03%	0.03%
	HOLX	D	0.09%	0.08%	0.08%
	HON	B	0.7%	0.05%	0.05%
	HPE	B	0.13%	0.08%	0.08%
	HPQ	B	0.17%	0.07%	0.07%
	HRL	D	0.04%	0.15%	0.04%
	HSIC	B	0.04%	0.08%	0.04%
	HST	C	0.02%	0.14%	0.02%
	HSY	F	0.07%	0.14%	0.07%
	HUBB	B	0.06%	0.05%	0.05%
	HUM	C	0.16%	0.07%	0.07%
	HWM	A	0.09%	0.05%	0.05%
	IBM	C	0.89%	0.06%	0.06%
	ICE	C	0.42%	0.06%	0.06%
	IDXX	F	0.07%	0.07%	0.07%
	IEX	B	0.08%	0.05%	0.05%
	IFF	D	0.1%	0.2%	0.1%
	INCY	C	0.06%	0.1%	0.06%
	INTC	D	0.49%	0.08%	0.08%
	INVH	D	0.09%	0.13%	0.09%
	IP	B	0.09%	0.28%	0.09%
	IPG	D	0.05%	0.05%	0.05%
	IQV	D	0.1%	0.07%	0.07%
	IR	B	0.04%	0.05%	0.04%
	IRM	D	0.08%	0.13%	0.08%
	ISRG	A	0.3%	0.09%	0.09%
	ITW	B	0.19%	0.05%	0.05%
	IVZ	B	0.04%	0.07%	0.04%
	J	F	0.08%	0.05%	0.05%
	JBHT	C	0.07%	0.05%	0.05%
	JBL	B	0.03%	0.08%	0.03%
	JCI	C	0.26%	0.05%	0.05%
	JKHY	D	0.06%	0.04%	0.04%
	JNJ	D	1.74%	0.07%	0.07%
	JNPR	F	0.06%	0.5%	0.06%
	JPM	A	3.28%	0.07%	0.07%
	K	A	0.1%	0.16%	0.1%
	KDP	D	0.17%	0.14%	0.14%
	KEY	B	0.08%	0.07%	0.07%
	KEYS	A	0.12%	0.05%	0.05%
	KHC	F	0.13%	0.15%	0.13%
	KIM	A	0.08%	0.14%	0.08%
	KMB	D	0.21%	0.15%	0.15%
	KMI	A	0.25%	0.26%	0.25%
	KMX	B	0.06%	0.05%	0.05%
	KO	D	0.69%	0.14%	0.14%
	KR	B	0.18%	0.17%	0.17%
	KVUE	A	0.21%	0.16%	0.16%
	L	A	0.07%	0.06%	0.06%
	LDOS	C	0.1%	0.07%	0.07%
	LEN	D	0.08%	0.05%	0.05%
	LH	C	0.09%	0.09%	0.09%
	LHX	C	0.22%	0.05%	0.05%
	LIN	D	0.49%	0.23%	0.23%
	LKQ	D	0.05%	0.05%	0.05%
	LMT	D	0.53%	0.04%	0.04%
	LNT	A	0.07%	0.2%	0.07%
	LOW	D	0.72%	0.06%	0.06%
	LUV	C	0.09%	0.06%	0.06%
	LVS	C	0.03%	0.06%	0.03%
	LW	C	0.02%	0.2%	0.02%
	LYB	F	0.1%	0.21%	0.1%
	MA	C	0.57%	0.05%	0.05%
	MAA	B	0.09%	0.13%	0.09%
	MAS	D	0.04%	0.05%	0.04%
	MCD	D	0.55%	0.05%	0.05%
	MCHP	D	0.06%	0.05%	0.05%
	MCK	B	0.37%	0.19%	0.19%
	MCO	B	0.18%	0.06%	0.06%
	MDLZ	F	0.23%	0.14%	0.14%
	MDT	D	0.53%	0.08%	0.08%
	MET	A	0.23%	0.07%	0.07%
	MGM	D	0.01%	0.05%	0.01%
	MHK	D	0.03%	0.04%	0.03%
	MKC	D	0.09%	0.14%	0.09%
	MKTX	D	0.05%	0.06%	0.05%
	MLM	B	0.06%	0.05%	0.05%
	MMC	B	0.25%	0.06%	0.06%
	MMM	D	0.33%	0.05%	0.05%
	MNST	C	0.07%	0.18%	0.07%
	MO	A	0.45%	0.17%	0.17%
	MOH	F	0.03%	0.07%	0.03%
	MOS	F	0.04%	0.25%	0.04%
	MPC	D	0.11%	0.19%	0.11%
	MRK	F	0.69%	0.07%	0.07%
	MRNA	F	0.06%	0.05%	0.05%
	MRO	B	0.04%	0.22%	0.04%
	MS	A	0.78%	0.09%	0.09%
	MSCI	C	0.09%	0.07%	0.07%
	MSI	B	0.16%	0.56%	0.16%
	MTB	A	0.17%	0.08%	0.08%
	MTCH	D	0.04%	0.05%	0.04%
	MTD	D	0.07%	0.04%	0.04%
	MU	D	0.5%	0.07%	0.07%
	NDAQ	A	0.15%	0.07%	0.07%
	NDSN	B	0.07%	0.05%	0.05%
	NEE	D	0.74%	0.18%	0.18%
	NEM	D	0.22%	0.18%	0.18%
	NI	A	0.08%	0.21%	0.08%
	NKE	D	0.25%	0.05%	0.05%
	NOC	D	0.32%	0.04%	0.04%
	NRG	B	0.09%	0.23%	0.09%
	NSC	B	0.28%	0.05%	0.05%
	NTAP	C	0.07%	0.06%	0.06%
	NTRS	A	0.1%	0.08%	0.08%
	NUE	C	0.06%	0.25%	0.06%
	NWSA	B	0.05%	0.06%	0.05%
	O	D	0.23%	0.12%	0.12%
	OKE	A	0.11%	0.24%	0.11%
	OMC	C	0.09%	0.06%	0.06%
	ON	D	0.07%	0.06%	0.06%
	ORLY	B	0.09%	0.05%	0.05%
	OTIS	C	0.11%	0.05%	0.05%
	OXY	D	0.16%	0.2%	0.16%
	PARA	C	0.03%	0.05%	0.03%
	PAYC	B	0.03%	0.08%	0.03%
	PAYX	C	0.13%	0.05%	0.05%
	PCAR	B	0.07%	0.05%	0.05%
	PCG	A	0.21%	0.21%	0.21%
	PEG	A	0.21%	0.21%	0.21%
	PEP	F	0.65%	0.15%	0.15%
	PFE	D	0.66%	0.07%	0.07%
	PFG	D	0.09%	0.06%	0.06%
	PG	A	1.14%	0.15%	0.15%
	PGR	A	0.35%	0.06%	0.06%
	PH	A	0.09%	0.05%	0.05%
	PKG	A	0.1%	0.05%	0.05%
	PLD	D	0.49%	0.12%	0.12%
	PM	B	0.59%	0.16%	0.16%
	PNC	B	0.39%	0.07%	0.07%
	PNR	A	0.02%	0.05%	0.02%
	PNW	B	0.05%	0.2%	0.05%
	PODD	C	0.05%	0.09%	0.05%
	POOL	C	0.03%	0.05%	0.03%
	PPG	F	0.13%	0.05%	0.05%
	PPL	B	0.12%	0.2%	0.12%
	PRU	A	0.21%	0.07%	0.07%
	PSA	D	0.14%	0.13%	0.13%
	PSX	C	0.26%	0.2%	0.2%
	PTC	A	0.04%	0.07%	0.04%
	PWR	A	0.07%	0.06%	0.06%
	PYPL	B	0.41%	0.06%	0.06%
	QCOM	F	0.4%	0.06%	0.06%
	QRVO	F	0.03%	0.04%	0.03%
	REG	B	0.06%	0.14%	0.06%
	REGN	F	0.15%	0.05%	0.05%
	RF	A	0.11%	0.07%	0.07%
	RJF	A	0.14%	0.08%	0.08%
	RL	B	0.02%	0.06%	0.02%
	RMD	C	0.16%	0.07%	0.07%
	ROK	B	0.08%	0.05%	0.05%
	ROL	B	0.04%	0.05%	0.04%
	ROP	B	0.16%	0.06%	0.06%
	RSG	A	0.09%	0.2%	0.09%
	RTX	C	0.74%	0.05%	0.05%
	RVTY	F	0.06%	0.08%	0.06%
	SBAC	D	0.07%	0.12%	0.07%
	SBUX	A	0.21%	0.05%	0.05%
	SCHW	B	0.57%	0.08%	0.08%
	SHW	A	0.21%	0.05%	0.05%
	SJM	D	0.05%	0.15%	0.05%
	SLB	C	0.29%	0.22%	0.22%
	SNA	A	0.05%	0.06%	0.05%
	SO	D	0.45%	0.19%	0.19%
	SOLV	C	0.04%	0.08%	0.04%
	SPG	B	0.16%	0.15%	0.15%
	SPGI	C	0.42%	0.06%	0.06%
	SRE	A	0.27%	0.22%	0.22%
	STE	F	0.04%	0.07%	0.04%
	STLD	B	0.03%	0.29%	0.03%
	STT	A	0.13%	0.07%	0.07%
	STZ	D	0.17%	0.15%	0.15%
	SW	A	0.12%	0.05%	0.05%
	SWK	D	0.06%	0.04%	0.04%
	SWKS	F	0.06%	0.05%	0.05%
	SYF	B	0.12%	0.06%	0.06%
	SYK	C	0.23%	0.08%	0.08%
	SYY	B	0.17%	0.15%	0.15%
	T	A	0.76%	0.51%	0.51%
	TAP	C	0.05%	0.19%	0.05%
	TDY	B	0.1%	0.05%	0.05%
	TECH	D	0.05%	0.08%	0.05%
	TER	D	0.08%	0.05%	0.05%
	TFC	A	0.29%	0.07%	0.07%
	TFX	F	0.04%	0.06%	0.04%
	TGT	F	0.33%	0.05%	0.05%
	TJX	A	0.22%	0.05%	0.05%
	TMO	F	0.57%	0.07%	0.07%
	TMUS	B	0.54%	0.59%	0.54%
	TPR	B	0.06%	0.07%	0.06%
	TRMB	B	0.08%	0.05%	0.05%
	TROW	B	0.12%	0.07%	0.07%
	TRV	B	0.28%	0.07%	0.07%
	TSCO	D	0.08%	0.05%	0.05%
	TSN	B	0.09%	0.16%	0.09%
	TT	A	0.13%	0.05%	0.05%
	TTWO	A	0.07%	0.06%	0.06%
	TXN	C	0.54%	0.06%	0.06%
	TXT	D	0.07%	0.04%	0.04%
	UAL	A	0.14%	0.09%	0.09%
	UDR	B	0.06%	0.13%	0.06%
	UHS	D	0.06%	0.07%	0.06%
	ULTA	F	0.03%	0.05%	0.03%
	UNH	C	1.59%	0.08%	0.08%
	UNP	C	0.37%	0.04%	0.04%
	UPS	C	0.46%	0.05%	0.05%
	USB	A	0.37%	0.07%	0.07%
	V	A	0.83%	0.05%	0.05%
	VICI	C	0.16%	0.13%	0.13%
	VLO	C	0.21%	0.21%	0.21%
	VLTO	D	0.12%	0.04%	0.04%
	VMC	B	0.06%	0.05%	0.05%
	VRSK	A	0.08%	0.05%	0.05%
	VRSN	F	0.04%	0.07%	0.04%
	VRTX	F	0.2%	0.08%	0.08%
	VTR	C	0.12%	0.13%	0.12%
	VTRS	A	0.07%	0.09%	0.07%
	VZ	C	0.82%	0.46%	0.46%
	WAB	B	0.16%	0.05%	0.05%
	WAT	B	0.06%	0.09%	0.06%
	WBA	F	0.03%	0.16%	0.03%
	WBD	C	0.1%	0.07%	0.07%
	WDC	D	0.1%	0.06%	0.06%
	WEC	A	0.15%	0.2%	0.15%
	WELL	A	0.37%	0.14%	0.14%
	WFC	A	1.19%	0.09%	0.09%
	WM	A	0.2%	0.21%	0.2%
	WMB	A	0.2%	0.24%	0.2%
	WMT	A	1.72%	0.05%	0.05%
	WRB	A	0.09%	0.07%	0.07%
	WTW	B	0.15%	0.07%	0.07%
	WY	D	0.11%	0.13%	0.11%
	XEL	A	0.18%	0.21%	0.18%
	XOM	B	2.49%	0.21%	0.21%
	XYL	D	0.14%	0.04%	0.04%
	YUM	B	0.1%	0.05%	0.05%
	ZBH	C	0.11%	0.08%	0.08%
	ZBRA	B	0.09%	0.06%	0.06%
	ZTS	D	0.17%	0.07%	0.07%

IVE Overweight 8 Positions Relative to EQAL

	Symbol	Grade	Weight
	TEL	B	0.13%
	NXPI	D	0.07%
	STX	D	0.06%
	COO	D	0.05%
	FOX	A	0.03%
	NWS	B	0.02%
	ERIE	D	0.02%
	AMTM	D	0.01%

IVE Underweight 540 Positions Relative to EQAL

	Symbol	Grade	Weight
	UI	A	-0.85%
	LITE	B	-0.78%
	LBRDK	C	-0.74%
	CIEN	B	-0.64%
	IRDM	D	-0.57%
	ANET	C	-0.54%
	ROKU	D	-0.5%
	FYBR	D	-0.49%
	VST	B	-0.34%
	TPL	A	-0.34%
	MP	B	-0.32%
	AA	B	-0.31%
	CC	C	-0.27%
	RS	B	-0.27%
	TRGP	B	-0.26%
	RBC	A	-0.26%
	DTM	B	-0.26%
	ESI	A	-0.26%
	SMG	D	-0.26%
	X	C	-0.25%
	OLN	D	-0.24%
	CLF	F	-0.24%
	SCCO	F	-0.24%
	AR	B	-0.23%
	PR	B	-0.23%
	OVV	B	-0.23%
	RRC	B	-0.23%
	HXL	D	-0.23%
	NEU	C	-0.23%
	RGLD	C	-0.23%
	MTDR	B	-0.23%
	LNG	B	-0.23%
	FTI	A	-0.23%
	ASH	D	-0.22%
	WLK	D	-0.22%
	IDA	A	-0.22%
	TKR	D	-0.22%
	HES	B	-0.22%
	OGE	B	-0.21%
	CLH	B	-0.21%
	HUN	F	-0.21%
	FANG	D	-0.21%
	BRBR	A	-0.2%
	WTRG	B	-0.2%
	AGR	B	-0.2%
	NOV	C	-0.2%
	NFG	A	-0.2%
	AM	A	-0.2%
	DAR	C	-0.19%
	SAM	C	-0.19%
	APA	D	-0.19%
	DINO	D	-0.19%
	CWEN	C	-0.19%
	PPC	C	-0.19%
	UGI	A	-0.19%
	CIVI	D	-0.19%
	CHRD	D	-0.19%
	USFD	A	-0.18%
	Z	A	-0.18%
	WFRD	D	-0.18%
	PFGC	B	-0.18%
	NFE	D	-0.17%
	FRPT	B	-0.17%
	INGR	B	-0.17%
	GO	C	-0.17%
	ACI	C	-0.16%
	VNO	B	-0.16%
	SPB	C	-0.16%
	APP	B	-0.16%
	CASY	A	-0.16%
	CE	F	-0.15%
	SEG	B	-0.15%
	PK	B	-0.15%
	POST	C	-0.15%
	HHH	B	-0.15%
	FLO	D	-0.15%
	COKE	C	-0.15%
	MSTR	C	-0.15%
	KRC	C	-0.15%
	ADC	B	-0.14%
	LAMR	D	-0.14%
	SEB	F	-0.14%
	REYN	D	-0.14%
	BRX	A	-0.14%
	JLL	D	-0.14%
	CUZ	B	-0.14%
	STAG	F	-0.13%
	AMH	D	-0.13%
	EGP	F	-0.13%
	EPR	D	-0.13%
	GLPI	C	-0.13%
	CELH	F	-0.13%
	FR	C	-0.13%
	RYN	D	-0.13%
	ELS	C	-0.13%
	OHI	C	-0.13%
	HIW	D	-0.13%
	REXR	F	-0.12%
	SUI	D	-0.12%
	NNN	D	-0.12%
	WPC	D	-0.12%
	NSA	D	-0.12%
	CUBE	D	-0.12%
	COIN	C	-0.11%
	TWLO	A	-0.11%
	EXEL	B	-0.11%
	DOCS	C	-0.11%
	SOFI	A	-0.11%
	MASI	A	-0.11%
	NTRA	B	-0.1%
	DJT	C	-0.1%
	COLD	D	-0.1%
	PLTR	B	-0.1%
	MPW	F	-0.1%
	VRT	B	-0.09%
	EWBC	A	-0.09%
	NCNO	B	-0.09%
	WBS	A	-0.09%
	FIVN	C	-0.09%
	BIO	D	-0.09%
	HUBS	A	-0.09%
	IBKR	A	-0.09%
	CVNA	B	-0.09%
	NVST	B	-0.09%
	ILMN	D	-0.09%
	DOCU	A	-0.09%
	CFLT	B	-0.09%
	APO	B	-0.09%
	WST	C	-0.09%
	EHC	B	-0.09%
	GMED	A	-0.09%
	TOST	B	-0.09%
	TEAM	A	-0.09%
	JAZZ	B	-0.09%
	PEN	B	-0.09%
	LPLA	A	-0.09%
	PINC	B	-0.09%
	ITCI	C	-0.09%
	UTHR	C	-0.09%
	HOOD	B	-0.09%
	RCL	A	-0.08%
	TPG	A	-0.08%
	AGO	B	-0.08%
	NCLH	B	-0.08%
	NVDA	C	-0.08%
	S	B	-0.08%
	KD	B	-0.08%
	ZM	B	-0.08%
	QGEN	D	-0.08%
	OMF	A	-0.08%
	CMA	A	-0.08%
	ROIV	C	-0.08%
	ZS	C	-0.08%
	PCOR	B	-0.08%
	MTSI	B	-0.08%
	BHF	B	-0.08%
	MEDP	D	-0.08%
	CAR	C	-0.08%
	RNG	B	-0.08%
	ELAN	D	-0.08%
	FTNT	C	-0.08%
	FTRE	D	-0.08%
	BILL	A	-0.08%
	CERT	F	-0.08%
	GDDY	A	-0.08%
	ALNY	D	-0.08%
	SNV	B	-0.08%
	LYFT	C	-0.08%
	EVR	B	-0.08%
	JEF	A	-0.08%
	JHG	A	-0.08%
	PRGO	B	-0.08%
	CHE	D	-0.08%
	RGEN	D	-0.08%
	CRM	B	-0.08%
	KKR	A	-0.08%
	RCM	F	-0.08%
	NBIX	C	-0.08%
	FHN	A	-0.08%
	PEGA	A	-0.08%
	CG	A	-0.08%
	COLB	A	-0.08%
	OWL	A	-0.08%
	DASH	A	-0.08%
	UNM	A	-0.08%
	THC	D	-0.08%
	CRWD	B	-0.08%
	WTFC	A	-0.08%
	COHR	B	-0.08%
	PNFP	B	-0.08%
	VEEV	C	-0.08%
	CFR	B	-0.08%
	SF	B	-0.08%
	ENOV	C	-0.08%
	ZION	B	-0.08%
	RARE	D	-0.07%
	VOYA	B	-0.07%
	GFS	C	-0.07%
	WDAY	B	-0.07%
	VAC	B	-0.07%
	INTU	C	-0.07%
	CACI	D	-0.07%
	DDS	B	-0.07%
	NWL	B	-0.07%
	ORI	A	-0.07%
	SRPT	D	-0.07%
	BRKR	D	-0.07%
	DNB	B	-0.07%
	BKNG	A	-0.07%
	LLY	F	-0.07%
	META	D	-0.07%
	INSP	D	-0.07%
	SMAR	A	-0.07%
	VKTX	F	-0.07%
	LYV	A	-0.07%
	ALLY	C	-0.07%
	TFSL	A	-0.07%
	GME	C	-0.07%
	UAA	C	-0.07%
	CRBG	B	-0.07%
	WTM	A	-0.07%
	THG	A	-0.07%
	AAL	B	-0.07%
	CDNS	B	-0.07%
	RYAN	B	-0.07%
	SNPS	B	-0.07%
	TSLA	B	-0.07%
	GTLB	B	-0.07%
	IT	C	-0.07%
	GOOGL	C	-0.07%
	VIRT	B	-0.07%
	MORN	B	-0.07%
	AXS	A	-0.07%
	DBX	B	-0.07%
	BOKF	B	-0.07%
	SNOW	C	-0.07%
	DV	C	-0.07%
	ALK	C	-0.07%
	BROS	B	-0.07%
	KMPR	B	-0.07%
	GWRE	A	-0.07%
	EXPE	B	-0.07%
	AMG	B	-0.07%
	PB	A	-0.07%
	IPGP	D	-0.07%
	GLOB	B	-0.07%
	ORCL	B	-0.07%
	AXON	A	-0.07%
	LSCC	D	-0.07%
	TW	A	-0.07%
	NTNX	A	-0.07%
	DUOL	A	-0.07%
	MKL	A	-0.07%
	OZK	B	-0.07%
	SLM	A	-0.07%
	NOW	A	-0.07%
	WAL	B	-0.07%
	MRVL	B	-0.07%
	RLI	B	-0.07%
	FCNCA	A	-0.07%
	AZTA	D	-0.07%
	SHC	F	-0.07%
	PRI	A	-0.07%
	CBSH	A	-0.07%
	SEIC	B	-0.07%
	RPRX	D	-0.07%
	LAD	A	-0.07%
	NET	B	-0.07%
	DDOG	A	-0.07%
	LNC	B	-0.07%
	SPOT	B	-0.07%
	ARES	A	-0.07%
	ESTC	C	-0.07%
	PANW	C	-0.07%
	FHB	A	-0.07%
	FNB	A	-0.07%
	IONS	F	-0.07%
	AMED	F	-0.07%
	EQH	B	-0.07%
	PYCR	C	-0.07%
	HLI	B	-0.07%
	TPX	B	-0.06%
	ADBE	C	-0.06%
	EME	C	-0.06%
	LPX	B	-0.06%
	ARMK	B	-0.06%
	TRIP	F	-0.06%
	CW	B	-0.06%
	FICO	B	-0.06%
	AMD	F	-0.06%
	PVH	C	-0.06%
	ESAB	B	-0.06%
	SCI	B	-0.06%
	SQ	B	-0.06%
	AGNC	D	-0.06%
	SAIC	F	-0.06%
	RBA	A	-0.06%
	ACGL	D	-0.06%
	ARW	D	-0.06%
	ENTG	D	-0.06%
	ALGM	D	-0.06%
	H	B	-0.06%
	AWI	A	-0.06%
	MSGS	A	-0.06%
	AYI	B	-0.06%
	AFRM	B	-0.06%
	RHI	B	-0.06%
	WOLF	F	-0.06%
	XRAY	F	-0.06%
	PENN	C	-0.06%
	PAG	B	-0.06%
	SAIA	B	-0.06%
	FIX	A	-0.06%
	CPNG	D	-0.06%
	THO	B	-0.06%
	BBWI	D	-0.06%
	R	B	-0.06%
	IAC	D	-0.06%
	DECK	A	-0.06%
	PLTK	B	-0.06%
	RBLX	C	-0.06%
	HCP	B	-0.06%
	STWD	C	-0.06%
	BWXT	B	-0.06%
	CPRT	A	-0.06%
	NFLX	A	-0.06%
	KBR	F	-0.06%
	FOUR	B	-0.06%
	VFC	C	-0.06%
	OGN	D	-0.06%
	EXAS	D	-0.06%
	LOPE	B	-0.06%
	BSY	D	-0.06%
	RNR	C	-0.06%
	FLS	B	-0.06%
	INFA	D	-0.06%
	WCC	B	-0.06%
	MDB	C	-0.06%
	APLS	D	-0.06%
	XPO	B	-0.06%
	U	C	-0.06%
	LRCX	F	-0.06%
	MSFT	F	-0.06%
	PINS	D	-0.06%
	BPOP	B	-0.06%
	FAF	A	-0.06%
	HLT	A	-0.06%
	MTG	C	-0.06%
	SSNC	B	-0.06%
	WHR	B	-0.06%
	ALSN	B	-0.06%
	BYD	C	-0.06%
	AMAT	F	-0.06%
	WYNN	D	-0.06%
	MAR	B	-0.06%
	TXRH	C	-0.06%
	TTD	B	-0.06%
	CHH	A	-0.06%
	PSTG	D	-0.06%
	ZI	D	-0.06%
	FNF	B	-0.06%
	AVGO	D	-0.06%
	AAPL	C	-0.06%
	AVTR	F	-0.06%
	APPF	B	-0.06%
	CNA	B	-0.06%
	SNX	C	-0.06%
	PLNT	A	-0.06%
	DXC	B	-0.06%
	KNSL	B	-0.06%
	RH	B	-0.06%
	OKTA	C	-0.06%
	DOX	D	-0.06%
	WH	B	-0.06%
	DLB	B	-0.06%
	BMRN	D	-0.06%
	PSN	D	-0.06%
	TYL	B	-0.06%
	AAON	B	-0.06%
	NU	C	-0.06%
	LULU	C	-0.06%
	CACC	D	-0.06%
	PATH	C	-0.06%
	RGA	A	-0.06%
	PCTY	B	-0.06%
	MANH	D	-0.06%
	AVT	C	-0.06%
	TNL	A	-0.06%
	AFG	A	-0.06%
	TDC	D	-0.06%
	DT	C	-0.06%
	MSA	D	-0.05%
	CCK	C	-0.05%
	LNW	D	-0.05%
	WEX	D	-0.05%
	SSD	D	-0.05%
	TRU	D	-0.05%
	OLLI	D	-0.05%
	LFUS	F	-0.05%
	MIDD	C	-0.05%
	MSM	C	-0.05%
	BLDR	D	-0.05%
	BERY	B	-0.05%
	WWD	B	-0.05%
	AGCO	D	-0.05%
	ROST	C	-0.05%
	LEA	D	-0.05%
	BC	C	-0.05%
	SKX	D	-0.05%
	MKSI	C	-0.05%
	CRUS	D	-0.05%
	CNM	D	-0.05%
	FND	C	-0.05%
	HOG	D	-0.05%
	EEFT	B	-0.05%
	CGNX	C	-0.05%
	HRB	D	-0.05%
	DKS	C	-0.05%
	MTN	C	-0.05%
	GGG	B	-0.05%
	APG	B	-0.05%
	LEG	F	-0.05%
	FIVE	F	-0.05%
	SEE	C	-0.05%
	LII	A	-0.05%
	KSS	F	-0.05%
	PHM	D	-0.05%
	WSM	B	-0.05%
	BIRK	D	-0.05%
	CHDN	B	-0.05%
	AZEK	A	-0.05%
	TXG	F	-0.05%
	BURL	A	-0.05%
	TREX	C	-0.05%
	AN	C	-0.05%
	ITT	A	-0.05%
	COLM	B	-0.05%
	CNH	C	-0.05%
	ETSY	D	-0.05%
	NVR	D	-0.05%
	KNX	B	-0.05%
	SN	D	-0.05%
	AXTA	A	-0.05%
	SNDR	B	-0.05%
	UHAL	D	-0.05%
	ATR	B	-0.05%
	HAYW	B	-0.05%
	ADTN	A	-0.05%
	ACM	A	-0.05%
	OLED	D	-0.05%
	NXST	C	-0.05%
	NVT	B	-0.05%
	AL	B	-0.05%
	YETI	C	-0.05%
	EXP	A	-0.05%
	CR	A	-0.05%
	SLGN	A	-0.05%
	ONTO	D	-0.05%
	DCI	B	-0.05%
	CSL	C	-0.05%
	HEI	B	-0.05%
	NYT	C	-0.05%
	RPM	A	-0.05%
	RRX	B	-0.05%
	JWN	C	-0.05%
	SITE	D	-0.05%
	WSO	A	-0.05%
	G	B	-0.05%
	AAP	C	-0.05%
	LECO	B	-0.05%
	KEX	C	-0.05%
	MUSA	A	-0.05%
	AMKR	D	-0.05%
	UBER	D	-0.05%
	GNTX	C	-0.05%
	VMI	B	-0.05%
	GXO	B	-0.05%
	KLAC	D	-0.05%
	MAT	D	-0.05%
	MTZ	B	-0.05%
	SIRI	C	-0.05%
	M	D	-0.05%
	TOL	B	-0.05%
	URI	B	-0.05%
	CMG	B	-0.05%
	OSK	B	-0.05%
	TKO	B	-0.05%
	DKNG	B	-0.05%
	VNT	B	-0.05%
	XP	F	-0.05%
	VVV	F	-0.05%
	WEN	D	-0.05%
	OC	A	-0.05%
	ELF	C	-0.05%
	GTES	A	-0.05%
	CPAY	A	-0.05%
	GAP	C	-0.05%
	ODFL	B	-0.05%
	BJ	A	-0.05%
	AMZN	C	-0.05%
	WSC	D	-0.04%
	RIVN	F	-0.04%
	CNXC	F	-0.04%
	BFAM	D	-0.04%
	WING	D	-0.04%
	UWMC	D	-0.04%
	CROX	D	-0.04%
	CRI	D	-0.04%
	ACHC	F	-0.04%
	FCN	D	-0.04%
	MPWR	F	-0.04%
	WMS	D	-0.04%
	SPR	D	-0.04%
	TDG	D	-0.04%
	FBIN	D	-0.04%
	TTEK	F	-0.04%
	PII	D	-0.04%
	QS	F	-0.04%
	WU	D	-0.04%
	BAH	F	-0.04%
	VSTS	C	-0.04%
	CXT	B	-0.04%
	ST	F	-0.04%
	COTY	F	-0.04%
	MAN	D	-0.04%
	CLVT	F	-0.04%
	W	F	-0.04%
	DHI	D	-0.04%
	ATI	D	-0.04%
	FTV	C	-0.04%
	GPK	C	-0.04%
	SON	D	-0.04%
	BLD	D	-0.04%
	LSTR	D	-0.04%
	TTC	D	-0.04%
	RKT	F	-0.04%
	CPRI	F	-0.03%
	LCID	F	-0.03%
	MDU	D	-0.03%
	SMCI	F	-0.02%

IVE: Top Represented Industries & Keywords

Industries: Diversified Industrials Utilities - Regulated Electric Business Services Diagnostics & Research Asset Management Banks - Regional - US Capital Markets Packaged Foods Semiconductors Drug Manufacturers - Major Medical Devices Medical Instruments & Supplies Aerospace & Defense Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty Oil & Gas E&P REIT - Residential Software - Application

Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Insurance Dow Jones Component Electronics Aerospace Computing Medicine Real Estate Investment Trust Chemical Bank Banking Telecommunications Insurance Products Investment Bank Plastic Mining Disability

EQAL: Top Represented Industries & Keywords

Industries: Software - Application Diversified Industrials Banks - Regional - US Biotechnology Business Services Asset Management Software - Infrastructure Utilities - Regulated Electric Diagnostics & Research Semiconductors Specialty Retail Oil & Gas E&P Capital Markets Information Technology Services Insurance - Property & Casualty Packaged Foods Specialty Chemicals Aerospace & Defense Packaging & Containers Building Materials

Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electronics Bank Banking Real Estate Investment Trust Aerospace Chemical Electricity Mining Telecommunications Medicine Semiconductor Dow Jones Component Insurance Products Biotechnology Cloud Computing