IVE vs. PBP ETF Comparison
Comparison of iShares S&P 500 Value ETF (IVE) to PowerShares S&P 500 BuyWrite Portfolio (PBP)
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
$189.08
Average Daily Volume
530,291
437
PBP
PowerShares S&P 500 BuyWrite Portfolio
PBP Description
The PowerShares S&P 500 BuyWrite Portfolio (Fund) is based on the CBOE S&P 500 BuyWrite IndexTM (Index). The Fund generally will invest at least 90% of its total assets in securities that comprise the Index, including at least 80% of its total assets in common stocks of the 500 companies included in the S&P 500® Index and will write (sell) call options thereon. The Index measures the total rate of return of an S&P 500 covered call strategy. This strategy consists of holding a portfolio indexed to the S&P 500 (Reference Index) and selling a succession of written options, each with an exercise price at or above the prevailing price level of the S&P 500. Dividends paid on the component stocks underlying the S&P 500 and the dollar value of option premiums received from written options are reinvested. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$22.26
Average Daily Volume
20,926
496
Performance
Period | IVE | PBP |
---|---|---|
30 Days | 5.32% | 0.87% |
60 Days | 4.05% | 2.94% |
90 Days | 6.82% | 3.81% |
12 Months | 16.88% | 8.60% |
431 Overlapping Holdings
Symbol | Grade | Weight in IVE | Weight in PBP | Overlap | |
---|---|---|---|---|---|
A | C | 1.0% | 0.09% | 0.09% | |
AAL | F | 1.0% | 0.02% | 0.02% | |
ABBV | A | 1.0% | 0.72% | 0.72% | |
ABNB | F | 1.0% | 0.14% | 0.14% | |
ABT | C | 1.0% | 0.4% | 0.4% | |
ACN | C | 1.0% | 0.45% | 0.45% | |
ADI | D | 1.0% | 0.25% | 0.25% | |
ADM | D | 1.0% | 0.07% | 0.07% | |
ADP | B | 1.0% | 0.23% | 0.23% | |
ADSK | C | 1.0% | 0.11% | 0.11% | |
AEE | B | 1.0% | 0.05% | 0.05% | |
AEP | A | 1.0% | 0.11% | 0.11% | |
AES | D | 1.0% | 0.03% | 0.03% | |
AFL | A | 1.0% | 0.11% | 0.11% | |
AIG | A | 1.0% | 0.11% | 0.11% | |
AIZ | B | 1.0% | 0.02% | 0.02% | |
AJG | A | 1.0% | 0.14% | 0.14% | |
AKAM | D | 1.0% | 0.03% | 0.03% | |
ALB | F | 1.0% | 0.02% | 0.02% | |
ALGN | F | 1.0% | 0.03% | 0.03% | |
ALL | C | 1.0% | 0.1% | 0.1% | |
ALLE | B | 1.0% | 0.03% | 0.03% | |
AMCR | A | 1.0% | 0.03% | 0.03% | |
AME | B | 1.0% | 0.09% | 0.09% | |
AMGN | C | 1.0% | 0.4% | 0.4% | |
AMP | D | 1.0% | 0.1% | 0.1% | |
AMT | A | 1.0% | 0.22% | 0.22% | |
ANSS | F | 1.0% | 0.06% | 0.06% | |
AON | B | 1.0% | 0.15% | 0.15% | |
AOS | C | 1.0% | 0.02% | 0.02% | |
APD | D | 1.0% | 0.13% | 0.13% | |
APH | D | 1.0% | 0.17% | 0.17% | |
APTV | F | 1.0% | 0.04% | 0.04% | |
ARE | D | 1.0% | 0.04% | 0.04% | |
ATO | A | 1.0% | 0.04% | 0.04% | |
AVB | C | 1.0% | 0.06% | 0.06% | |
AVY | D | 1.0% | 0.04% | 0.04% | |
AWK | A | 1.0% | 0.06% | 0.06% | |
AXP | A | 1.0% | 0.31% | 0.31% | |
AZO | B | 1.0% | 0.12% | 0.12% | |
BA | D | 1.0% | 0.24% | 0.24% | |
BAC | D | 1.0% | 0.62% | 0.62% | |
BALL | D | 1.0% | 0.04% | 0.04% | |
BAX | D | 1.0% | 0.04% | 0.04% | |
BBWI | F | 1.0% | 0.02% | 0.02% | |
BBY | C | 1.0% | 0.04% | 0.04% | |
BDX | C | 1.0% | 0.15% | 0.15% | |
BEN | D | 1.0% | 0.02% | 0.02% | |
BG | D | 1.0% | 0.04% | 0.04% | |
BIIB | F | 1.0% | 0.07% | 0.07% | |
BIO | C | 1.0% | 0.01% | 0.01% | |
BK | A | 1.0% | 0.11% | 0.11% | |
BKR | A | 1.0% | 0.08% | 0.08% | |
BLK | A | 1.0% | 0.26% | 0.26% | |
BMY | C | 1.0% | 0.23% | 0.23% | |
BR | A | 1.0% | 0.06% | 0.06% | |
BRK.A | C | 1.0% | 1.74% | 1.0% | |
BRO | A | 1.0% | 0.05% | 0.05% | |
BSX | D | 1.0% | 0.24% | 0.24% | |
BWA | D | 1.0% | 0.02% | 0.02% | |
BX | B | 1.0% | 0.22% | 0.22% | |
BXP | B | 1.0% | 0.02% | 0.02% | |
C | B | 1.0% | 0.27% | 0.27% | |
CAG | B | 1.0% | 0.03% | 0.03% | |
CAH | D | 1.0% | 0.05% | 0.05% | |
CARR | B | 1.0% | 0.12% | 0.12% | |
CAT | C | 1.0% | 0.38% | 0.38% | |
CB | A | 1.0% | 0.24% | 0.24% | |
CBOE | C | 1.0% | 0.04% | 0.04% | |
CBRE | B | 1.0% | 0.07% | 0.07% | |
CCI | B | 1.0% | 0.1% | 0.1% | |
CCL | D | 1.0% | 0.04% | 0.04% | |
CDW | D | 1.0% | 0.07% | 0.07% | |
CEG | D | 1.0% | 0.12% | 0.12% | |
CF | D | 1.0% | 0.03% | 0.03% | |
CFG | B | 1.0% | 0.04% | 0.04% | |
CHD | F | 1.0% | 0.05% | 0.05% | |
CHRW | C | 1.0% | 0.02% | 0.02% | |
CHTR | C | 1.0% | 0.08% | 0.08% | |
CI | B | 1.0% | 0.21% | 0.21% | |
CINF | A | 1.0% | 0.04% | 0.04% | |
CL | B | 1.0% | 0.18% | 0.18% | |
CLX | F | 1.0% | 0.04% | 0.04% | |
CMCSA | C | 1.0% | 0.34% | 0.34% | |
CME | F | 1.0% | 0.16% | 0.16% | |
CMI | B | 1.0% | 0.09% | 0.09% | |
CMS | A | 1.0% | 0.04% | 0.04% | |
CNC | B | 1.0% | 0.09% | 0.09% | |
CNP | F | 1.0% | 0.04% | 0.04% | |
COF | A | 1.0% | 0.13% | 0.13% | |
COP | F | 1.0% | 0.29% | 0.29% | |
COST | D | 1.0% | 0.8% | 0.8% | |
CPB | B | 1.0% | 0.02% | 0.02% | |
CPT | C | 1.0% | 0.03% | 0.03% | |
CRL | C | 1.0% | 0.03% | 0.03% | |
CSCO | C | 1.0% | 0.43% | 0.43% | |
CSGP | D | 1.0% | 0.07% | 0.07% | |
CSX | C | 1.0% | 0.15% | 0.15% | |
CTAS | A | 1.0% | 0.14% | 0.14% | |
CTLT | A | 1.0% | 0.02% | 0.02% | |
CTRA | F | 1.0% | 0.04% | 0.04% | |
CTSH | B | 1.0% | 0.08% | 0.08% | |
CTVA | B | 1.0% | 0.08% | 0.08% | |
CVS | D | 1.0% | 0.17% | 0.17% | |
CVX | B | 1.0% | 0.6% | 0.6% | |
CZR | D | 1.0% | 0.02% | 0.02% | |
D | A | 1.0% | 0.1% | 0.1% | |
DAL | D | 1.0% | 0.06% | 0.06% | |
DAY | D | 1.0% | 0.02% | 0.02% | |
DD | B | 1.0% | 0.07% | 0.07% | |
DE | D | 1.0% | 0.22% | 0.22% | |
DFS | B | 1.0% | 0.08% | 0.08% | |
DG | F | 1.0% | 0.06% | 0.06% | |
DGX | C | 1.0% | 0.04% | 0.04% | |
DHR | A | 1.0% | 0.4% | 0.4% | |
DIS | F | 1.0% | 0.36% | 0.36% | |
DLR | C | 1.0% | 0.1% | 0.1% | |
DLTR | F | 1.0% | 0.05% | 0.05% | |
DOC | B | 1.0% | 0.03% | 0.03% | |
DOV | B | 1.0% | 0.06% | 0.06% | |
DOW | D | 1.0% | 0.08% | 0.08% | |
DPZ | F | 1.0% | 0.03% | 0.03% | |
DRI | D | 1.0% | 0.04% | 0.04% | |
DTE | A | 1.0% | 0.05% | 0.05% | |
DUK | A | 1.0% | 0.18% | 0.18% | |
DVA | D | 1.0% | 0.02% | 0.02% | |
DVN | D | 1.0% | 0.06% | 0.06% | |
DXCM | F | 1.0% | 0.06% | 0.06% | |
EA | B | 1.0% | 0.08% | 0.08% | |
EBAY | A | 1.0% | 0.06% | 0.06% | |
ECL | D | 1.0% | 0.14% | 0.14% | |
ED | A | 1.0% | 0.07% | 0.07% | |
EFX | A | 1.0% | 0.07% | 0.07% | |
EG | B | 1.0% | 0.04% | 0.04% | |
EIX | A | 1.0% | 0.07% | 0.07% | |
EL | F | 1.0% | 0.05% | 0.05% | |
ELV | C | 1.0% | 0.27% | 0.27% | |
EMN | B | 1.0% | 0.03% | 0.03% | |
EMR | B | 1.0% | 0.15% | 0.15% | |
ENPH | D | 1.0% | 0.04% | 0.04% | |
EOG | C | 1.0% | 0.16% | 0.16% | |
EPAM | D | 1.0% | 0.03% | 0.03% | |
EQIX | C | 1.0% | 0.16% | 0.16% | |
EQR | C | 1.0% | 0.05% | 0.05% | |
EQT | F | 1.0% | 0.04% | 0.04% | |
ES | B | 1.0% | 0.05% | 0.05% | |
ESS | C | 1.0% | 0.04% | 0.04% | |
ETN | D | 1.0% | 0.26% | 0.26% | |
ETR | A | 1.0% | 0.05% | 0.05% | |
ETSY | D | 1.0% | 0.02% | 0.02% | |
EVRG | A | 1.0% | 0.03% | 0.03% | |
EW | F | 1.0% | 0.08% | 0.08% | |
EXC | C | 1.0% | 0.08% | 0.08% | |
EXPD | B | 1.0% | 0.04% | 0.04% | |
EXR | C | 1.0% | 0.08% | 0.08% | |
F | D | 1.0% | 0.1% | 0.1% | |
FAST | C | 1.0% | 0.09% | 0.09% | |
FCX | D | 1.0% | 0.14% | 0.14% | |
FDS | F | 1.0% | 0.03% | 0.03% | |
FDX | B | 1.0% | 0.15% | 0.15% | |
FE | A | 1.0% | 0.05% | 0.05% | |
FFIV | A | 1.0% | 0.02% | 0.02% | |
FIS | B | 1.0% | 0.09% | 0.09% | |
FITB | A | 1.0% | 0.06% | 0.06% | |
FMC | C | 1.0% | 0.02% | 0.02% | |
FOX | A | 1.0% | 0.01% | 0.01% | |
FOXA | A | 1.0% | 0.02% | 0.02% | |
FRT | B | 1.0% | 0.02% | 0.02% | |
FSLR | D | 1.0% | 0.05% | 0.05% | |
GD | B | 1.0% | 0.15% | 0.15% | |
GE | B | 1.0% | 0.41% | 0.41% | |
GEHC | C | 1.0% | 0.08% | 0.08% | |
GEV | D | 1.0% | 0.1% | 0.1% | |
GILD | C | 1.0% | 0.21% | 0.21% | |
GIS | C | 1.0% | 0.08% | 0.08% | |
GL | D | 1.0% | 0.02% | 0.02% | |
GLW | C | 1.0% | 0.07% | 0.07% | |
GM | D | 1.0% | 0.11% | 0.11% | |
GNRC | C | 1.0% | 0.02% | 0.02% | |
GPC | C | 1.0% | 0.04% | 0.04% | |
GPN | D | 1.0% | 0.06% | 0.06% | |
GRMN | C | 1.0% | 0.06% | 0.06% | |
GS | B | 1.0% | 0.35% | 0.35% | |
GWW | B | 1.0% | 0.09% | 0.09% | |
HAL | D | 1.0% | 0.07% | 0.07% | |
HAS | C | 1.0% | 0.02% | 0.02% | |
HBAN | B | 1.0% | 0.05% | 0.05% | |
HCA | A | 1.0% | 0.15% | 0.15% | |
HD | B | 1.0% | 0.78% | 0.78% | |
HIG | B | 1.0% | 0.07% | 0.07% | |
HII | B | 1.0% | 0.02% | 0.02% | |
HOLX | A | 1.0% | 0.04% | 0.04% | |
HON | D | 1.0% | 0.29% | 0.29% | |
HPE | D | 1.0% | 0.06% | 0.06% | |
HPQ | C | 1.0% | 0.07% | 0.07% | |
HRL | C | 1.0% | 0.02% | 0.02% | |
HSIC | C | 1.0% | 0.02% | 0.02% | |
HST | F | 1.0% | 0.03% | 0.03% | |
HSY | C | 1.0% | 0.06% | 0.06% | |
HUBB | C | 1.0% | 0.04% | 0.04% | |
HUM | D | 1.0% | 0.1% | 0.1% | |
HWM | A | 1.0% | 0.07% | 0.07% | |
IBM | B | 1.0% | 0.39% | 0.39% | |
ICE | A | 1.0% | 0.19% | 0.19% | |
IDXX | F | 1.0% | 0.08% | 0.08% | |
IEX | D | 1.0% | 0.03% | 0.03% | |
IFF | B | 1.0% | 0.06% | 0.06% | |
INCY | C | 1.0% | 0.02% | 0.02% | |
INTC | F | 1.0% | 0.29% | 0.29% | |
INVH | B | 1.0% | 0.04% | 0.04% | |
IP | B | 1.0% | 0.04% | 0.04% | |
IPG | C | 1.0% | 0.03% | 0.03% | |
IQV | B | 1.0% | 0.1% | 0.1% | |
IR | A | 1.0% | 0.09% | 0.09% | |
IRM | A | 1.0% | 0.06% | 0.06% | |
ISRG | B | 1.0% | 0.34% | 0.34% | |
ITW | C | 1.0% | 0.15% | 0.15% | |
IVZ | B | 1.0% | 0.02% | 0.02% | |
J | C | 1.0% | 0.04% | 0.04% | |
JBHT | D | 1.0% | 0.03% | 0.03% | |
JBL | F | 1.0% | 0.03% | 0.03% | |
JCI | C | 1.0% | 0.1% | 0.1% | |
JKHY | B | 1.0% | 0.03% | 0.03% | |
JNJ | B | 1.0% | 0.85% | 0.85% | |
JNPR | A | 1.0% | 0.03% | 0.03% | |
JPM | B | 1.0% | 1.34% | 1.0% | |
K | D | 1.0% | 0.03% | 0.03% | |
KDP | B | 1.0% | 0.08% | 0.08% | |
KEY | B | 1.0% | 0.03% | 0.03% | |
KEYS | D | 1.0% | 0.05% | 0.05% | |
KHC | C | 1.0% | 0.06% | 0.06% | |
KIM | B | 1.0% | 0.03% | 0.03% | |
KMB | D | 1.0% | 0.1% | 0.1% | |
KMI | B | 1.0% | 0.09% | 0.09% | |
KMX | B | 1.0% | 0.03% | 0.03% | |
KO | B | 1.0% | 0.57% | 0.57% | |
KR | B | 1.0% | 0.08% | 0.08% | |
KVUE | F | 1.0% | 0.08% | 0.08% | |
L | B | 1.0% | 0.03% | 0.03% | |
LDOS | D | 1.0% | 0.04% | 0.04% | |
LEN | B | 1.0% | 0.1% | 0.1% | |
LHX | C | 1.0% | 0.1% | 0.1% | |
LIN | B | 1.0% | 0.48% | 0.48% | |
LKQ | D | 1.0% | 0.02% | 0.02% | |
LMT | A | 1.0% | 0.25% | 0.25% | |
LNT | A | 1.0% | 0.03% | 0.03% | |
LOW | B | 1.0% | 0.3% | 0.3% | |
LUV | F | 1.0% | 0.04% | 0.04% | |
LVS | F | 1.0% | 0.03% | 0.03% | |
LW | F | 1.0% | 0.02% | 0.02% | |
LYB | B | 1.0% | 0.06% | 0.06% | |
MA | C | 1.0% | 0.79% | 0.79% | |
MAA | C | 1.0% | 0.04% | 0.04% | |
MAS | B | 1.0% | 0.04% | 0.04% | |
MCD | C | 1.0% | 0.4% | 0.4% | |
MCHP | D | 1.0% | 0.1% | 0.1% | |
MCK | A | 1.0% | 0.17% | 0.17% | |
MCO | A | 1.0% | 0.16% | 0.16% | |
MDLZ | C | 1.0% | 0.2% | 0.2% | |
MDT | C | 1.0% | 0.23% | 0.23% | |
MET | A | 1.0% | 0.1% | 0.1% | |
MGM | C | 1.0% | 0.02% | 0.02% | |
MHK | B | 1.0% | 0.02% | 0.02% | |
MKC | C | 1.0% | 0.04% | 0.04% | |
MKTX | D | 1.0% | 0.02% | 0.02% | |
MLM | B | 1.0% | 0.08% | 0.08% | |
MMC | A | 1.0% | 0.24% | 0.24% | |
MMM | A | 1.0% | 0.15% | 0.15% | |
MNST | D | 1.0% | 0.08% | 0.08% | |
MO | C | 1.0% | 0.19% | 0.19% | |
MOH | D | 1.0% | 0.04% | 0.04% | |
MOS | D | 1.0% | 0.02% | 0.02% | |
MPC | D | 1.0% | 0.13% | 0.13% | |
MRK | F | 1.0% | 0.7% | 0.7% | |
MRNA | D | 1.0% | 0.09% | 0.09% | |
MRO | C | 1.0% | 0.03% | 0.03% | |
MS | B | 1.0% | 0.29% | 0.29% | |
MSCI | C | 1.0% | 0.09% | 0.09% | |
MSI | A | 1.0% | 0.14% | 0.14% | |
MTB | B | 1.0% | 0.06% | 0.06% | |
MTCH | C | 1.0% | 0.02% | 0.02% | |
MTD | B | 1.0% | 0.07% | 0.07% | |
MU | D | 1.0% | 0.27% | 0.27% | |
NDAQ | B | 1.0% | 0.06% | 0.06% | |
NDSN | C | 1.0% | 0.03% | 0.03% | |
NEE | C | 1.0% | 0.34% | 0.34% | |
NEM | A | 1.0% | 0.12% | 0.12% | |
NI | A | 1.0% | 0.03% | 0.03% | |
NKE | F | 1.0% | 0.19% | 0.19% | |
NOC | A | 1.0% | 0.15% | 0.15% | |
NRG | D | 1.0% | 0.03% | 0.03% | |
NSC | B | 1.0% | 0.12% | 0.12% | |
NTAP | B | 1.0% | 0.06% | 0.06% | |
NTRS | B | 1.0% | 0.04% | 0.04% | |
NUE | D | 1.0% | 0.08% | 0.08% | |
NWS | B | 1.0% | 0.01% | 0.01% | |
NWSA | B | 1.0% | 0.02% | 0.02% | |
NXPI | D | 1.0% | 0.14% | 0.14% | |
O | B | 1.0% | 0.11% | 0.11% | |
OKE | B | 1.0% | 0.11% | 0.11% | |
OMC | A | 1.0% | 0.04% | 0.04% | |
ON | C | 1.0% | 0.07% | 0.07% | |
ORLY | B | 1.0% | 0.14% | 0.14% | |
OTIS | D | 1.0% | 0.08% | 0.08% | |
OXY | F | 1.0% | 0.09% | 0.09% | |
PARA | D | 1.0% | 0.01% | 0.01% | |
PAYC | D | 1.0% | 0.02% | 0.02% | |
PAYX | A | 1.0% | 0.09% | 0.09% | |
PCAR | F | 1.0% | 0.11% | 0.11% | |
PCG | B | 1.0% | 0.08% | 0.08% | |
PEG | B | 1.0% | 0.08% | 0.08% | |
PEP | B | 1.0% | 0.52% | 0.52% | |
PFE | C | 1.0% | 0.38% | 0.38% | |
PFG | C | 1.0% | 0.04% | 0.04% | |
PG | D | 1.0% | 0.88% | 0.88% | |
PGR | C | 1.0% | 0.28% | 0.28% | |
PH | A | 1.0% | 0.16% | 0.16% | |
PKG | A | 1.0% | 0.04% | 0.04% | |
PLD | B | 1.0% | 0.25% | 0.25% | |
PM | A | 1.0% | 0.39% | 0.39% | |
PNC | A | 1.0% | 0.16% | 0.16% | |
PNR | B | 1.0% | 0.03% | 0.03% | |
PNW | A | 1.0% | 0.02% | 0.02% | |
PODD | C | 1.0% | 0.03% | 0.03% | |
POOL | C | 1.0% | 0.03% | 0.03% | |
PPG | F | 1.0% | 0.07% | 0.07% | |
PPL | A | 1.0% | 0.05% | 0.05% | |
PRU | B | 1.0% | 0.1% | 0.1% | |
PSA | C | 1.0% | 0.1% | 0.1% | |
PSX | C | 1.0% | 0.13% | 0.13% | |
PTC | D | 1.0% | 0.05% | 0.05% | |
PWR | D | 1.0% | 0.08% | 0.08% | |
PYPL | C | 1.0% | 0.13% | 0.13% | |
QCOM | D | 1.0% | 0.44% | 0.44% | |
QRVO | C | 1.0% | 0.03% | 0.03% | |
REG | B | 1.0% | 0.02% | 0.02% | |
REGN | B | 1.0% | 0.25% | 0.25% | |
RF | C | 1.0% | 0.05% | 0.05% | |
RJF | D | 1.0% | 0.05% | 0.05% | |
RL | D | 1.0% | 0.01% | 0.01% | |
RMD | B | 1.0% | 0.06% | 0.06% | |
ROK | C | 1.0% | 0.07% | 0.07% | |
ROL | D | 1.0% | 0.03% | 0.03% | |
ROP | D | 1.0% | 0.13% | 0.13% | |
RSG | C | 1.0% | 0.09% | 0.09% | |
RTX | A | 1.0% | 0.33% | 0.33% | |
SBAC | C | 1.0% | 0.05% | 0.05% | |
SBUX | D | 1.0% | 0.18% | 0.18% | |
SCHW | F | 1.0% | 0.22% | 0.22% | |
SHW | B | 1.0% | 0.18% | 0.18% | |
SJM | C | 1.0% | 0.03% | 0.03% | |
SLB | D | 1.0% | 0.15% | 0.15% | |
SNA | B | 1.0% | 0.03% | 0.03% | |
SO | A | 1.0% | 0.2% | 0.2% | |
SOLV | C | 1.0% | 0.02% | 0.02% | |
SPG | B | 1.0% | 0.11% | 0.11% | |
SPGI | C | 1.0% | 0.34% | 0.34% | |
SRE | A | 1.0% | 0.11% | 0.11% | |
STE | A | 1.0% | 0.05% | 0.05% | |
STLD | C | 1.0% | 0.04% | 0.04% | |
STT | A | 1.0% | 0.06% | 0.06% | |
STX | C | 1.0% | 0.04% | 0.04% | |
STZ | F | 1.0% | 0.09% | 0.09% | |
SW | F | 1.0% | 0.06% | 0.06% | |
SWK | B | 1.0% | 0.03% | 0.03% | |
SWKS | C | 1.0% | 0.04% | 0.04% | |
SYF | B | 1.0% | 0.04% | 0.04% | |
SYK | D | 1.0% | 0.25% | 0.25% | |
SYY | B | 1.0% | 0.08% | 0.08% | |
T | B | 1.0% | 0.3% | 0.3% | |
TAP | D | 1.0% | 0.02% | 0.02% | |
TDY | B | 1.0% | 0.04% | 0.04% | |
TECH | B | 1.0% | 0.03% | 0.03% | |
TEL | B | 1.0% | 0.11% | 0.11% | |
TER | D | 1.0% | 0.04% | 0.04% | |
TFC | A | 1.0% | 0.13% | 0.13% | |
TFX | C | 1.0% | 0.02% | 0.02% | |
TGT | C | 1.0% | 0.15% | 0.15% | |
TJX | B | 1.0% | 0.28% | 0.28% | |
TMO | A | 1.0% | 0.51% | 0.51% | |
TMUS | B | 1.0% | 0.2% | 0.2% | |
TPR | D | 1.0% | 0.02% | 0.02% | |
TRMB | D | 1.0% | 0.03% | 0.03% | |
TROW | D | 1.0% | 0.06% | 0.06% | |
TRV | B | 1.0% | 0.11% | 0.11% | |
TSCO | D | 1.0% | 0.06% | 0.06% | |
TSN | A | 1.0% | 0.04% | 0.04% | |
TT | B | 1.0% | 0.16% | 0.16% | |
TTWO | F | 1.0% | 0.05% | 0.05% | |
TXN | B | 1.0% | 0.4% | 0.4% | |
TXT | B | 1.0% | 0.04% | 0.04% | |
UAL | D | 1.0% | 0.03% | 0.03% | |
UDR | C | 1.0% | 0.03% | 0.03% | |
UHS | B | 1.0% | 0.03% | 0.03% | |
ULTA | F | 1.0% | 0.04% | 0.04% | |
UNH | A | 1.0% | 1.15% | 1.0% | |
UNP | B | 1.0% | 0.32% | 0.32% | |
UPS | F | 1.0% | 0.21% | 0.21% | |
USB | C | 1.0% | 0.16% | 0.16% | |
V | F | 1.0% | 0.9% | 0.9% | |
VICI | B | 1.0% | 0.07% | 0.07% | |
VLO | C | 1.0% | 0.11% | 0.11% | |
VLTO | A | 1.0% | 0.05% | 0.05% | |
VMC | B | 1.0% | 0.08% | 0.08% | |
VRSK | D | 1.0% | 0.09% | 0.09% | |
VRSN | D | 1.0% | 0.04% | 0.04% | |
VRTX | B | 1.0% | 0.28% | 0.28% | |
VTR | A | 1.0% | 0.05% | 0.05% | |
VTRS | C | 1.0% | 0.03% | 0.03% | |
VZ | B | 1.0% | 0.37% | 0.37% | |
WAB | D | 1.0% | 0.06% | 0.06% | |
WAT | C | 1.0% | 0.04% | 0.04% | |
WBA | F | 1.0% | 0.02% | 0.02% | |
WBD | D | 1.0% | 0.04% | 0.04% | |
WDC | D | 1.0% | 0.05% | 0.05% | |
WEC | A | 1.0% | 0.06% | 0.06% | |
WELL | B | 1.0% | 0.14% | 0.14% | |
WFC | C | 1.0% | 0.46% | 0.46% | |
WM | D | 1.0% | 0.16% | 0.16% | |
WMB | C | 1.0% | 0.11% | 0.11% | |
WMT | C | 1.0% | 0.66% | 0.66% | |
WRB | B | 1.0% | 0.04% | 0.04% | |
WTW | A | 1.0% | 0.06% | 0.06% | |
WY | C | 1.0% | 0.05% | 0.05% | |
XEL | B | 1.0% | 0.07% | 0.07% | |
XOM | B | 1.0% | 1.16% | 1.0% | |
XYL | D | 1.0% | 0.08% | 0.08% | |
YUM | D | 1.0% | 0.08% | 0.08% | |
ZBH | D | 1.0% | 0.05% | 0.05% | |
ZBRA | B | 1.0% | 0.04% | 0.04% | |
ZTS | C | 1.0% | 0.18% | 0.18% |
IVE Underweight 65 Positions Relative to PBP
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | D | -6.95% | |
AAPL | B | -6.91% | |
NVDA | D | -6.12% | |
AMZN | D | -3.68% | |
META | D | -2.25% | |
GOOGL | D | -2.16% | |
GOOG | D | -1.81% | |
AVGO | D | -1.45% | |
LLY | D | -1.41% | |
TSLA | C | -1.34% | |
NFLX | D | -0.6% | |
CRM | D | -0.56% | |
ADBE | C | -0.53% | |
AMD | F | -0.5% | |
ORCL | B | -0.49% | |
INTU | B | -0.39% | |
AMAT | D | -0.38% | |
NOW | B | -0.37% | |
UBER | F | -0.3% | |
BKNG | D | -0.28% | |
LRCX | D | -0.26% | |
PANW | C | -0.23% | |
KLAC | C | -0.23% | |
ANET | C | -0.18% | |
SNPS | D | -0.18% | |
KKR | B | -0.17% | |
CMG | D | -0.15% | |
TDG | C | -0.15% | |
CDNS | F | -0.15% | |
MAR | F | -0.13% | |
CRWD | F | -0.13% | |
DHI | B | -0.12% | |
HLT | C | -0.12% | |
URI | B | -0.11% | |
CPRT | D | -0.1% | |
ROST | D | -0.1% | |
FICO | B | -0.09% | |
MPWR | B | -0.09% | |
HES | C | -0.09% | |
FANG | B | -0.08% | |
SMCI | F | -0.08% | |
FTNT | F | -0.08% | |
ODFL | C | -0.08% | |
ACGL | D | -0.08% | |
RCL | C | -0.08% | |
IT | B | -0.08% | |
FTV | F | -0.06% | |
TYL | B | -0.06% | |
NVR | A | -0.06% | |
PHM | B | -0.06% | |
LULU | F | -0.06% | |
TRGP | B | -0.06% | |
CPAY | C | -0.05% | |
WST | F | -0.05% | |
AXON | C | -0.05% | |
DECK | D | -0.05% | |
VST | D | -0.05% | |
EXPE | D | -0.04% | |
GDDY | B | -0.04% | |
BLDR | C | -0.04% | |
LYV | C | -0.03% | |
CE | F | -0.03% | |
WYNN | F | -0.02% | |
NCLH | C | -0.02% | |
APA | D | -0.02% |
IVE: Top Represented Industries & Keywords
PBP: Top Represented Industries & Keywords