IWB vs. CFA ETF Comparison

Comparison of iShares Russell 1000 ETF (IWB) to Compass EMP US 500 Volatility Weighted Index ETF (CFA)

IWB

iShares Russell 1000 ETF

IWB Description

The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities. 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 1000® Index (the "underlying index"), which measures the performance of large- and mid-capitalization sectors of the U.S. equity market.

Grade (RS Rating)

Last Trade

$330.32

Average Daily Volume

791,576

Number of Holdings ^*

1000

* may have additional holdings in another (foreign) market

CFA

Compass EMP US 500 Volatility Weighted Index ETF

CFA Description

The investment seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Volatility Weighted Index before fees and expenses. The index is an unmanaged index that was created by the fund's investment advisor and generally consists of the common stock of the 500 largest companies by market capitalization that have their headquarters in the U.S. and the stock of which trades on U.S. exchanges. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in securities of U.S. issuers included in the index as of its most recent reconstitution.

Grade (RS Rating)

Last Trade

$91.14

Average Daily Volume

9,545

Number of Holdings ^*

495

* may have additional holdings in another (foreign) market

Performance

Period	IWB	CFA
30 Days	3.82%	4.63%
60 Days	5.33%	5.67%
90 Days	7.10%	8.16%
12 Months	33.41%	29.52%

492 Overlapping Holdings

	Symbol	Grade	Weight in IWB	Weight in CFA	Overlap
	A	D	0.07%	0.16%	0.07%
	AAPL	C	6.04%	0.2%	0.2%
	ABBV	D	0.54%	0.2%	0.2%
	ABNB	C	0.11%	0.16%	0.11%
	ABT	B	0.37%	0.27%	0.27%
	ACGL	D	0.07%	0.2%	0.07%
	ACM	A	0.03%	0.23%	0.03%
	ACN	C	0.41%	0.2%	0.2%
	ADBE	C	0.41%	0.11%	0.11%
	ADI	D	0.19%	0.13%	0.13%
	ADM	D	0.05%	0.11%	0.05%
	ADP	B	0.23%	0.35%	0.23%
	ADSK	A	0.12%	0.2%	0.12%
	AEE	A	0.04%	0.26%	0.04%
	AEP	D	0.09%	0.23%	0.09%
	AES	F	0.02%	0.1%	0.02%
	AFG	A	0.02%	0.26%	0.02%
	AFL	B	0.11%	0.23%	0.11%
	AIG	B	0.09%	0.23%	0.09%
	AJG	B	0.12%	0.25%	0.12%
	AKAM	D	0.02%	0.15%	0.02%
	ALGN	D	0.03%	0.12%	0.03%
	ALL	A	0.1%	0.24%	0.1%
	ALLE	D	0.02%	0.21%	0.02%
	ALLY	C	0.02%	0.12%	0.02%
	AMAT	F	0.26%	0.1%	0.1%
	AMD	F	0.4%	0.09%	0.09%
	AME	A	0.08%	0.25%	0.08%
	AMGN	D	0.28%	0.15%	0.15%
	AMP	A	0.1%	0.32%	0.1%
	AMZN	C	3.48%	0.2%	0.2%
	ANET	C	0.18%	0.12%	0.12%
	AON	A	0.14%	0.23%	0.14%
	AOS	F	0.02%	0.17%	0.02%
	APD	A	0.13%	0.19%	0.13%
	APH	A	0.15%	0.2%	0.15%
	APO	B	0.16%	0.22%	0.16%
	APP	B	0.14%	0.25%	0.14%
	APTV	D	0.03%	0.09%	0.03%
	ARES	A	0.06%	0.2%	0.06%
	ATO	A	0.04%	0.35%	0.04%
	AVGO	D	1.38%	0.1%	0.1%
	AVTR	F	0.03%	0.11%	0.03%
	AVY	D	0.03%	0.25%	0.03%
	AWK	D	0.05%	0.22%	0.05%
	AXON	A	0.08%	0.22%	0.08%
	AXP	A	0.3%	0.23%	0.23%
	AZO	C	0.1%	0.22%	0.1%
	BAC	A	0.59%	0.24%	0.24%
	BAH	F	0.04%	0.15%	0.04%
	BBY	D	0.04%	0.12%	0.04%
	BDX	F	0.12%	0.24%	0.12%
	BG	F	0.02%	0.17%	0.02%
	BIIB	F	0.04%	0.13%	0.04%
	BK	A	0.11%	0.31%	0.11%
	BKNG	A	0.31%	0.22%	0.22%
	BKR	B	0.08%	0.23%	0.08%
	BLD	D	0.02%	0.1%	0.02%
	BLDR	D	0.04%	0.1%	0.04%
	BLK	C	0.29%	0.29%	0.29%
	BMRN	D	0.02%	0.12%	0.02%
	BR	A	0.05%	0.26%	0.05%
	BRK.A	B	1.59%	0.35%	0.35%
	BRO	B	0.05%	0.26%	0.05%
	BSX	B	0.24%	0.3%	0.24%
	BSY	D	0.01%	0.14%	0.01%
	BURL	A	0.03%	0.13%	0.03%
	BX	A	0.24%	0.2%	0.2%
	C	A	0.24%	0.21%	0.21%
	CAG	D	0.02%	0.19%	0.02%
	CAH	B	0.05%	0.23%	0.05%
	CARR	D	0.12%	0.16%	0.12%
	CASY	A	0.03%	0.18%	0.03%
	CAT	B	0.35%	0.2%	0.2%
	CB	C	0.22%	0.28%	0.22%
	CBOE	B	0.04%	0.23%	0.04%
	CBRE	B	0.07%	0.19%	0.07%
	CDNS	B	0.15%	0.16%	0.15%
	CDW	F	0.04%	0.15%	0.04%
	CE	F	0.01%	0.1%	0.01%
	CEG	D	0.13%	0.12%	0.12%
	CF	B	0.03%	0.18%	0.03%
	CFG	B	0.04%	0.17%	0.04%
	CHD	B	0.05%	0.32%	0.05%
	CHRW	C	0.02%	0.15%	0.02%
	CHTR	C	0.07%	0.13%	0.07%
	CI	F	0.17%	0.22%	0.17%
	CINF	A	0.04%	0.25%	0.04%
	CL	D	0.14%	0.29%	0.14%
	CLH	B	0.02%	0.19%	0.02%
	CLX	B	0.04%	0.23%	0.04%
	CMCSA	B	0.3%	0.24%	0.24%
	CME	A	0.15%	0.28%	0.15%
	CMG	B	0.15%	0.17%	0.15%
	CMI	A	0.09%	0.23%	0.09%
	CMS	C	0.04%	0.27%	0.04%
	CNC	D	0.06%	0.14%	0.06%
	CNP	B	0.04%	0.25%	0.04%
	COF	B	0.13%	0.23%	0.13%
	COIN	C	0.11%	0.11%	0.11%
	COKE	C	0.01%	0.12%	0.01%
	COP	C	0.24%	0.24%	0.24%
	COR	B	0.07%	0.28%	0.07%
	COST	B	0.74%	0.24%	0.24%
	CPAY	A	0.05%	0.21%	0.05%
	CPB	D	0.02%	0.2%	0.02%
	CPNG	D	0.05%	0.14%	0.05%
	CPRT	A	0.09%	0.27%	0.09%
	CRM	B	0.56%	0.17%	0.17%
	CRWD	B	0.14%	0.12%	0.12%
	CSCO	B	0.43%	0.29%	0.29%
	CSGP	D	0.05%	0.16%	0.05%
	CSL	C	0.04%	0.19%	0.04%
	CSX	B	0.13%	0.28%	0.13%
	CTAS	B	0.14%	0.26%	0.14%
	CTRA	B	0.03%	0.23%	0.03%
	CTSH	B	0.07%	0.23%	0.07%
	CTVA	C	0.07%	0.15%	0.07%
	CVNA	B	0.05%	0.09%	0.05%
	CVS	D	0.12%	0.14%	0.12%
	CVX	A	0.51%	0.27%	0.27%
	CW	B	0.02%	0.26%	0.02%
	D	C	0.09%	0.21%	0.09%
	DAL	C	0.08%	0.22%	0.08%
	DD	D	0.06%	0.17%	0.06%
	DDOG	A	0.07%	0.14%	0.07%
	DE	A	0.19%	0.21%	0.19%
	DECK	A	0.05%	0.13%	0.05%
	DELL	C	0.07%	0.09%	0.07%
	DG	F	0.03%	0.09%	0.03%
	DGX	A	0.03%	0.24%	0.03%
	DHI	D	0.09%	0.12%	0.09%
	DHR	F	0.27%	0.18%	0.18%
	DIS	B	0.39%	0.22%	0.22%
	DKS	C	0.02%	0.1%	0.02%
	DOCU	A	0.03%	0.17%	0.03%
	DOV	A	0.05%	0.25%	0.05%
	DOW	F	0.06%	0.2%	0.06%
	DPZ	C	0.03%	0.17%	0.03%
	DRI	B	0.04%	0.23%	0.04%
	DT	C	0.03%	0.15%	0.03%
	DTE	C	0.05%	0.24%	0.05%
	DUK	C	0.16%	0.3%	0.16%
	DVA	B	0.01%	0.18%	0.01%
	DVN	F	0.04%	0.17%	0.04%
	DXCM	D	0.06%	0.08%	0.06%
	EA	A	0.08%	0.29%	0.08%
	EBAY	D	0.06%	0.2%	0.06%
	ECL	D	0.11%	0.23%	0.11%
	ED	D	0.06%	0.26%	0.06%
	EFX	F	0.06%	0.13%	0.06%
	EG	C	0.03%	0.19%	0.03%
	EIX	B	0.06%	0.24%	0.06%
	EL	F	0.03%	0.09%	0.03%
	ELV	F	0.17%	0.17%	0.17%
	EME	C	0.04%	0.2%	0.04%
	EMN	D	0.02%	0.22%	0.02%
	EMR	A	0.13%	0.23%	0.13%
	ENPH	F	0.01%	0.04%	0.01%
	ENTG	D	0.03%	0.1%	0.03%
	EOG	A	0.14%	0.23%	0.14%
	EPAM	C	0.02%	0.12%	0.02%
	EQH	B	0.03%	0.23%	0.03%
	EQT	B	0.05%	0.2%	0.05%
	ETN	A	0.26%	0.19%	0.19%
	ETR	B	0.06%	0.32%	0.06%
	EVRG	A	0.03%	0.29%	0.03%
	EW	C	0.07%	0.1%	0.07%
	EWBC	A	0.03%	0.21%	0.03%
	EXC	C	0.07%	0.22%	0.07%
	EXPD	D	0.03%	0.22%	0.03%
	EXPE	B	0.04%	0.15%	0.04%
	F	C	0.08%	0.12%	0.08%
	FANG	D	0.06%	0.17%	0.06%
	FAST	B	0.09%	0.26%	0.09%
	FCNCA	A	0.05%	0.17%	0.05%
	FCX	D	0.11%	0.13%	0.11%
	FDS	B	0.03%	0.25%	0.03%
	FDX	B	0.12%	0.15%	0.12%
	FE	C	0.04%	0.27%	0.04%
	FFIV	B	0.03%	0.21%	0.03%
	FI	A	0.22%	0.34%	0.22%
	FICO	B	0.1%	0.2%	0.1%
	FIS	C	0.09%	0.22%	0.09%
	FITB	A	0.06%	0.19%	0.06%
	FIX	A	0.03%	0.14%	0.03%
	FND	C	0.02%	0.11%	0.02%
	FNF	B	0.03%	0.2%	0.03%
	FOXA	B	0.02%	0.25%	0.02%
	FSLR	F	0.04%	0.08%	0.04%
	FTNT	C	0.11%	0.14%	0.11%
	FTV	C	0.05%	0.21%	0.05%
	GD	F	0.14%	0.29%	0.14%
	GDDY	A	0.05%	0.24%	0.05%
	GE	D	0.36%	0.17%	0.17%
	GEHC	F	0.07%	0.15%	0.07%
	GEN	B	0.03%	0.17%	0.03%
	GEV	B	0.17%	0.15%	0.15%
	GGG	B	0.03%	0.27%	0.03%
	GILD	C	0.2%	0.21%	0.2%
	GIS	D	0.07%	0.21%	0.07%
	GLW	B	0.07%	0.19%	0.07%
	GM	B	0.12%	0.19%	0.12%
	GOOGL	C	1.87%	0.19%	0.19%
	GPC	D	0.03%	0.17%	0.03%
	GPN	B	0.06%	0.17%	0.06%
	GRMN	B	0.06%	0.21%	0.06%
	GS	A	0.35%	0.24%	0.24%
	GWW	B	0.09%	0.27%	0.09%
	H	B	0.01%	0.18%	0.01%
	HAL	C	0.05%	0.18%	0.05%
	HBAN	A	0.05%	0.21%	0.05%
	HCA	F	0.12%	0.17%	0.12%
	HD	A	0.75%	0.25%	0.25%
	HEI	B	0.02%	0.24%	0.02%
	HEI	B	0.03%	0.24%	0.03%
	HIG	B	0.06%	0.25%	0.06%
	HII	D	0.01%	0.15%	0.01%
	HLT	A	0.11%	0.29%	0.11%
	HOLX	D	0.03%	0.29%	0.03%
	HON	B	0.28%	0.33%	0.28%
	HOOD	B	0.04%	0.14%	0.04%
	HPE	B	0.05%	0.15%	0.05%
	HPQ	B	0.07%	0.15%	0.07%
	HRL	D	0.02%	0.15%	0.02%
	HSY	F	0.05%	0.19%	0.05%
	HUBB	B	0.04%	0.18%	0.04%
	HUM	C	0.06%	0.1%	0.06%
	HWM	A	0.08%	0.16%	0.08%
	IBKR	A	0.03%	0.28%	0.03%
	IBM	C	0.35%	0.21%	0.21%
	ICE	C	0.16%	0.3%	0.16%
	IDXX	F	0.06%	0.16%	0.06%
	IEX	B	0.03%	0.27%	0.03%
	INCY	C	0.02%	0.22%	0.02%
	INTC	D	0.19%	0.1%	0.1%
	INTU	C	0.35%	0.18%	0.18%
	IP	B	0.04%	0.19%	0.04%
	IPG	D	0.02%	0.19%	0.02%
	IQV	D	0.06%	0.12%	0.06%
	IR	B	0.08%	0.2%	0.08%
	ISRG	A	0.34%	0.19%	0.19%
	IT	C	0.07%	0.21%	0.07%
	ITT	A	0.02%	0.2%	0.02%
	ITW	B	0.15%	0.33%	0.15%
	J	F	0.03%	0.23%	0.03%
	JBHT	C	0.03%	0.18%	0.03%
	JBL	B	0.03%	0.13%	0.03%
	JCI	C	0.1%	0.21%	0.1%
	JEF	A	0.02%	0.24%	0.02%
	JKHY	D	0.02%	0.25%	0.02%
	JLL	D	0.02%	0.15%	0.02%
	JNJ	D	0.69%	0.28%	0.28%
	JPM	A	1.3%	0.26%	0.26%
	KDP	D	0.07%	0.24%	0.07%
	KEY	B	0.03%	0.16%	0.03%
	KEYS	A	0.05%	0.14%	0.05%
	KHC	F	0.05%	0.2%	0.05%
	KKR	A	0.19%	0.18%	0.18%
	KLAC	D	0.15%	0.09%	0.09%
	KMB	D	0.08%	0.23%	0.08%
	KMI	A	0.1%	0.37%	0.1%
	KMX	B	0.02%	0.12%	0.02%
	KNSL	B	0.02%	0.1%	0.02%
	KO	D	0.44%	0.33%	0.33%
	KR	B	0.07%	0.24%	0.07%
	KVUE	A	0.08%	0.18%	0.08%
	L	A	0.03%	0.33%	0.03%
	LDOS	C	0.04%	0.26%	0.04%
	LEN	D	0.07%	0.14%	0.07%
	LEN	D	0.0%	0.14%	0.0%
	LH	C	0.04%	0.22%	0.04%
	LHX	C	0.09%	0.28%	0.09%
	LII	A	0.04%	0.18%	0.04%
	LIN	D	0.4%	0.3%	0.3%
	LLY	F	1.1%	0.12%	0.12%
	LMT	D	0.21%	0.3%	0.21%
	LNG	B	0.09%	0.3%	0.09%
	LNT	A	0.03%	0.27%	0.03%
	LOW	D	0.28%	0.22%	0.22%
	LPLA	A	0.04%	0.21%	0.04%
	LRCX	F	0.17%	0.1%	0.1%
	LUV	C	0.04%	0.13%	0.04%
	LVS	C	0.03%	0.21%	0.03%
	LYB	F	0.04%	0.22%	0.04%
	LYV	A	0.04%	0.23%	0.04%
	MA	C	0.8%	0.32%	0.32%
	MANH	D	0.03%	0.15%	0.03%
	MAR	B	0.12%	0.27%	0.12%
	MAS	D	0.03%	0.17%	0.03%
	MCD	D	0.39%	0.26%	0.26%
	MCHP	D	0.06%	0.1%	0.06%
	MCK	B	0.15%	0.24%	0.15%
	MCO	B	0.14%	0.23%	0.14%
	MDLZ	F	0.16%	0.24%	0.16%
	MDT	D	0.21%	0.25%	0.21%
	MET	A	0.09%	0.26%	0.09%
	META	D	2.24%	0.13%	0.13%
	MGM	D	0.02%	0.14%	0.02%
	MKC	D	0.03%	0.18%	0.03%
	MKL	A	0.04%	0.25%	0.04%
	MLM	B	0.07%	0.22%	0.07%
	MMC	B	0.2%	0.3%	0.2%
	MMM	D	0.13%	0.12%	0.12%
	MNST	C	0.07%	0.23%	0.07%
	MO	A	0.18%	0.27%	0.18%
	MOH	F	0.03%	0.13%	0.03%
	MORN	B	0.02%	0.23%	0.02%
	MPC	D	0.1%	0.15%	0.1%
	MPWR	F	0.05%	0.06%	0.05%
	MRK	F	0.45%	0.18%	0.18%
	MS	A	0.29%	0.26%	0.26%
	MSCI	C	0.08%	0.16%	0.08%
	MSFT	F	5.7%	0.24%	0.24%
	MSI	B	0.15%	0.31%	0.15%
	MTB	A	0.07%	0.22%	0.07%
	MTD	D	0.05%	0.11%	0.05%
	NBIX	C	0.02%	0.12%	0.02%
	NDAQ	A	0.06%	0.26%	0.06%
	NDSN	B	0.03%	0.21%	0.03%
	NEE	D	0.29%	0.17%	0.17%
	NFLX	A	0.65%	0.19%	0.19%
	NI	A	0.03%	0.32%	0.03%
	NKE	D	0.17%	0.12%	0.12%
	NOC	D	0.13%	0.23%	0.13%
	NOW	A	0.38%	0.15%	0.15%
	NRG	B	0.04%	0.15%	0.04%
	NSC	B	0.11%	0.18%	0.11%
	NTAP	C	0.04%	0.14%	0.04%
	NTRS	A	0.04%	0.24%	0.04%
	NUE	C	0.06%	0.17%	0.06%
	NVDA	C	6.14%	0.1%	0.1%
	NVR	D	0.05%	0.19%	0.05%
	NWSA	B	0.02%	0.22%	0.02%
	OC	A	0.03%	0.18%	0.03%
	ODFL	B	0.08%	0.17%	0.08%
	OKE	A	0.12%	0.32%	0.12%
	OMC	C	0.03%	0.22%	0.03%
	ON	D	0.05%	0.08%	0.05%
	ORCL	B	0.53%	0.2%	0.2%
	ORLY	B	0.13%	0.26%	0.13%
	OTIS	C	0.07%	0.28%	0.07%
	OVV	B	0.02%	0.18%	0.02%
	OWL	A	0.02%	0.2%	0.02%
	OXY	D	0.06%	0.2%	0.06%
	PAG	B	0.01%	0.17%	0.01%
	PANW	C	0.22%	0.11%	0.11%
	PAYX	C	0.08%	0.27%	0.08%
	PCAR	B	0.11%	0.22%	0.11%
	PCG	A	0.08%	0.27%	0.08%
	PEG	A	0.08%	0.3%	0.08%
	PEP	F	0.4%	0.25%	0.25%
	PFG	D	0.04%	0.26%	0.04%
	PFGC	B	0.02%	0.21%	0.02%
	PG	A	0.74%	0.31%	0.31%
	PGR	A	0.28%	0.23%	0.23%
	PH	A	0.17%	0.2%	0.17%
	PHM	D	0.05%	0.15%	0.05%
	PINS	D	0.03%	0.1%	0.03%
	PKG	A	0.04%	0.29%	0.04%
	PLTR	B	0.24%	0.15%	0.15%
	PM	B	0.37%	0.31%	0.31%
	PNC	B	0.15%	0.21%	0.15%
	PODD	C	0.03%	0.15%	0.03%
	POOL	C	0.02%	0.15%	0.02%
	PPG	F	0.05%	0.26%	0.05%
	PPL	B	0.05%	0.31%	0.05%
	PR	B	0.02%	0.17%	0.02%
	PRU	A	0.08%	0.22%	0.08%
	PSTG	D	0.03%	0.09%	0.03%
	PSX	C	0.1%	0.18%	0.1%
	PTC	A	0.04%	0.24%	0.04%
	PWR	A	0.09%	0.17%	0.09%
	PYPL	B	0.16%	0.16%	0.16%
	QCOM	F	0.33%	0.11%	0.11%
	RCL	A	0.1%	0.19%	0.1%
	REGN	F	0.15%	0.18%	0.15%
	RF	A	0.04%	0.2%	0.04%
	RGA	A	0.03%	0.22%	0.03%
	RJF	A	0.06%	0.3%	0.06%
	RKT	F	0.0%	0.06%	0.0%
	RMD	C	0.06%	0.11%	0.06%
	RNR	C	0.02%	0.22%	0.02%
	ROK	B	0.06%	0.14%	0.06%
	ROL	B	0.03%	0.22%	0.03%
	ROP	B	0.11%	0.26%	0.11%
	ROST	C	0.09%	0.22%	0.09%
	RPM	A	0.03%	0.26%	0.03%
	RS	B	0.03%	0.19%	0.03%
	RSG	A	0.08%	0.34%	0.08%
	RTX	C	0.29%	0.26%	0.26%
	RVTY	F	0.02%	0.14%	0.02%
	RYAN	B	0.01%	0.18%	0.01%
	SBUX	A	0.21%	0.12%	0.12%
	SCHW	B	0.22%	0.22%	0.22%
	SCI	B	0.02%	0.25%	0.02%
	SHW	A	0.16%	0.23%	0.16%
	SJM	D	0.02%	0.2%	0.02%
	SLB	C	0.11%	0.18%	0.11%
	SMCI	F	0.02%	0.02%	0.02%
	SNA	A	0.03%	0.26%	0.03%
	SNPS	B	0.15%	0.14%	0.14%
	SO	D	0.18%	0.28%	0.18%
	SOLV	C	0.02%	0.13%	0.02%
	SPGI	C	0.29%	0.29%	0.29%
	SQ	B	0.09%	0.13%	0.09%
	SRE	A	0.11%	0.3%	0.11%
	SRPT	D	0.02%	0.07%	0.02%
	SSNC	B	0.03%	0.25%	0.03%
	STE	F	0.04%	0.2%	0.04%
	STLD	B	0.04%	0.2%	0.04%
	STT	A	0.05%	0.24%	0.05%
	STZ	D	0.07%	0.24%	0.07%
	SWKS	F	0.02%	0.1%	0.02%
	SYF	B	0.05%	0.2%	0.05%
	SYK	C	0.26%	0.26%	0.26%
	SYY	B	0.07%	0.23%	0.07%
	T	A	0.3%	0.28%	0.28%
	TAP	C	0.02%	0.23%	0.02%
	TDG	D	0.13%	0.2%	0.13%
	TDY	B	0.04%	0.22%	0.04%
	TECH	D	0.02%	0.11%	0.02%
	TER	D	0.03%	0.08%	0.03%
	TFX	F	0.02%	0.14%	0.02%
	TGT	F	0.13%	0.15%	0.13%
	THC	D	0.03%	0.13%	0.03%
	TJX	A	0.25%	0.27%	0.25%
	TMO	F	0.36%	0.19%	0.19%
	TMUS	B	0.21%	0.42%	0.21%
	TOL	B	0.03%	0.13%	0.03%
	TPL	A	0.05%	0.19%	0.05%
	TRGP	B	0.08%	0.32%	0.08%
	TRMB	B	0.03%	0.23%	0.03%
	TROW	B	0.05%	0.22%	0.05%
	TRV	B	0.11%	0.25%	0.11%
	TSCO	D	0.05%	0.2%	0.05%
	TSLA	B	1.65%	0.13%	0.13%
	TT	A	0.17%	0.23%	0.17%
	TTD	B	0.1%	0.12%	0.1%
	TTEK	F	0.02%	0.17%	0.02%
	TW	A	0.03%	0.24%	0.03%
	TXN	C	0.34%	0.17%	0.17%
	TXRH	C	0.02%	0.23%	0.02%
	TXT	D	0.03%	0.19%	0.03%
	TYL	B	0.05%	0.2%	0.05%
	UAL	A	0.05%	0.22%	0.05%
	UBER	D	0.27%	0.12%	0.12%
	UHAL	D	0.01%	0.14%	0.01%
	UHAL	D	0.0%	0.14%	0.0%
	UHS	D	0.02%	0.15%	0.02%
	ULTA	F	0.03%	0.14%	0.03%
	UNH	C	1.01%	0.19%	0.19%
	UNP	C	0.27%	0.25%	0.25%
	UPS	C	0.18%	0.18%	0.18%
	URI	B	0.1%	0.14%	0.1%
	USB	A	0.14%	0.19%	0.14%
	USFD	A	0.03%	0.22%	0.03%
	UTHR	C	0.03%	0.16%	0.03%
	V	A	0.9%	0.35%	0.35%
	VEEV	C	0.06%	0.16%	0.06%
	VLO	C	0.08%	0.16%	0.08%
	VLTO	D	0.05%	0.2%	0.05%
	VMC	B	0.07%	0.23%	0.07%
	VRSK	A	0.07%	0.24%	0.07%
	VRSN	F	0.03%	0.25%	0.03%
	VRT	B	0.08%	0.13%	0.08%
	VST	B	0.09%	0.16%	0.09%
	VZ	C	0.32%	0.23%	0.23%
	WAB	B	0.06%	0.26%	0.06%
	WAT	B	0.04%	0.16%	0.04%
	WDAY	B	0.1%	0.14%	0.1%
	WEC	A	0.06%	0.26%	0.06%
	WFC	A	0.48%	0.24%	0.24%
	WING	D	0.02%	0.11%	0.02%
	WLK	D	0.01%	0.15%	0.01%
	WM	A	0.16%	0.27%	0.16%
	WMB	A	0.13%	0.33%	0.13%
	WMS	D	0.02%	0.11%	0.02%
	WMT	A	0.68%	0.29%	0.29%
	WRB	A	0.03%	0.22%	0.03%
	WSM	B	0.03%	0.1%	0.03%
	WSO	A	0.03%	0.19%	0.03%
	WST	C	0.04%	0.13%	0.04%
	XEL	A	0.07%	0.23%	0.07%
	XOM	B	0.99%	0.26%	0.26%
	XPO	B	0.03%	0.14%	0.03%
	XYL	D	0.05%	0.21%	0.05%
	YUM	B	0.07%	0.29%	0.07%
	ZBH	C	0.04%	0.24%	0.04%
	ZBRA	B	0.04%	0.15%	0.04%
	ZM	B	0.04%	0.17%	0.04%
	ZTS	D	0.15%	0.17%	0.15%

IWB Overweight 508 Positions Relative to CFA

	Symbol	Grade	Weight
	GOOG	C	1.58%
	PFE	D	0.26%
	VRTX	F	0.22%
	BMY	B	0.21%
	MU	D	0.2%
	PLD	D	0.19%
	BA	F	0.18%
	AMT	D	0.17%
	EQIX	A	0.16%
	WELL	A	0.15%
	MRVL	B	0.14%
	CRH	A	0.12%
	DLR	B	0.11%
	SPG	B	0.11%
	DASH	A	0.11%
	TFC	A	0.11%
	PSA	D	0.1%
	MSTR	C	0.1%
	NEM	D	0.09%
	O	D	0.09%
	HES	B	0.08%
	DFS	B	0.08%
	CCI	D	0.08%
	TEAM	A	0.07%
	LULU	C	0.07%
	SNOW	C	0.07%
	FERG	B	0.07%
	TTWO	A	0.06%
	WTW	B	0.06%
	AVB	B	0.06%
	HUBS	A	0.06%
	VICI	C	0.06%
	IRM	D	0.06%
	EXR	D	0.06%
	CCL	B	0.05%
	VTR	C	0.05%
	RBLX	C	0.05%
	SW	A	0.05%
	NET	B	0.05%
	EQR	B	0.05%
	ANSS	B	0.05%
	ALNY	D	0.05%
	ESS	B	0.04%
	COO	D	0.04%
	MDB	C	0.04%
	INVH	D	0.04%
	WDC	D	0.04%
	K	A	0.04%
	EXE	B	0.04%
	ILMN	D	0.04%
	ES	D	0.04%
	IFF	D	0.04%
	WBD	C	0.04%
	WY	D	0.04%
	SBAC	D	0.04%
	REG	B	0.03%
	SOFI	A	0.03%
	SAIA	B	0.03%
	UDR	B	0.03%
	AMCR	D	0.03%
	DOC	D	0.03%
	SUI	D	0.03%
	VTRS	A	0.03%
	GWRE	A	0.03%
	MRO	B	0.03%
	BAX	D	0.03%
	KIM	A	0.03%
	NTRA	B	0.03%
	TWLO	A	0.03%
	FWONK	B	0.03%
	NTNX	A	0.03%
	PNR	A	0.03%
	TSN	B	0.03%
	DKNG	B	0.03%
	TOST	B	0.03%
	ARE	D	0.03%
	ZS	C	0.03%
	TRU	D	0.03%
	MAA	B	0.03%
	BALL	D	0.03%
	CFR	B	0.02%
	G	B	0.02%
	SEIC	B	0.02%
	APA	D	0.02%
	CNM	D	0.02%
	EGP	F	0.02%
	RL	B	0.02%
	RIVN	F	0.02%
	PLNT	A	0.02%
	HRB	D	0.02%
	VOYA	B	0.02%
	MTZ	B	0.02%
	WTFC	A	0.02%
	CHE	D	0.02%
	GPK	C	0.02%
	CR	A	0.02%
	TTC	D	0.02%
	LNW	D	0.02%
	MOS	F	0.02%
	FYBR	D	0.02%
	GLOB	B	0.02%
	NYT	C	0.02%
	CBSH	A	0.02%
	ITCI	C	0.02%
	PEN	B	0.02%
	KNX	B	0.02%
	BILL	A	0.02%
	HAS	D	0.02%
	PCTY	B	0.02%
	SNX	C	0.02%
	ZION	B	0.02%
	OGE	B	0.02%
	ROKU	D	0.02%
	AR	B	0.02%
	RBC	A	0.02%
	BRX	A	0.02%
	REXR	F	0.02%
	HSIC	B	0.02%
	WCC	B	0.02%
	EXAS	D	0.02%
	GMED	A	0.02%
	FBIN	D	0.02%
	AAON	B	0.02%
	AXTA	A	0.02%
	RGLD	C	0.02%
	DCI	B	0.02%
	CMA	A	0.02%
	TPX	B	0.02%
	FRT	B	0.02%
	ORI	A	0.02%
	WYNN	D	0.02%
	BRBR	A	0.02%
	TKO	B	0.02%
	INGR	B	0.02%
	CNH	C	0.02%
	AAL	B	0.02%
	HLI	B	0.02%
	PNFP	B	0.02%
	CRL	C	0.02%
	WAL	B	0.02%
	CHDN	B	0.02%
	EHC	B	0.02%
	GL	B	0.02%
	DOX	D	0.02%
	LBRDK	C	0.02%
	MKTX	D	0.02%
	WTRG	B	0.02%
	ARMK	B	0.02%
	OHI	C	0.02%
	EXEL	B	0.02%
	MUSA	A	0.02%
	EXP	A	0.02%
	CIEN	B	0.02%
	NLY	C	0.02%
	LKQ	D	0.02%
	GME	C	0.02%
	DTM	B	0.02%
	RPRX	D	0.02%
	AYI	B	0.02%
	ALSN	B	0.02%
	PRI	A	0.02%
	WWD	B	0.02%
	LAD	A	0.02%
	CACI	D	0.02%
	WBS	A	0.02%
	PNW	B	0.02%
	CCK	C	0.02%
	CAVA	B	0.02%
	CUBE	D	0.02%
	GNRC	B	0.02%
	EVR	B	0.02%
	CTLT	B	0.02%
	AA	B	0.02%
	ATR	B	0.02%
	CG	A	0.02%
	LW	C	0.02%
	LAMR	D	0.02%
	DAY	B	0.02%
	RRX	B	0.02%
	DUOL	A	0.02%
	AIZ	A	0.02%
	FHN	A	0.02%
	NCLH	B	0.02%
	PAYC	B	0.02%
	SF	B	0.02%
	LECO	B	0.02%
	BJ	A	0.02%
	Z	A	0.02%
	BWXT	B	0.02%
	OKTA	C	0.02%
	JNPR	F	0.02%
	MRNA	F	0.02%
	NVT	B	0.02%
	ALB	C	0.02%
	HST	C	0.02%
	WPC	D	0.02%
	BXP	D	0.02%
	FTI	A	0.02%
	COHR	B	0.02%
	CPT	B	0.02%
	UNM	A	0.02%
	GLPI	C	0.02%
	AMH	D	0.02%
	DLTR	F	0.02%
	ELS	C	0.02%
	TPR	B	0.02%
	AFRM	B	0.02%
	SWK	D	0.02%
	APLS	D	0.01%
	CACC	D	0.01%
	FIVN	C	0.01%
	CC	C	0.01%
	COTY	F	0.01%
	AMKR	D	0.01%
	AMED	F	0.01%
	ECG	C	0.01%
	COLM	B	0.01%
	MAN	D	0.01%
	TDC	D	0.01%
	VIRT	B	0.01%
	NSA	D	0.01%
	SAM	C	0.01%
	LLYVK	A	0.01%
	PK	B	0.01%
	SNRE	D	0.01%
	RNG	B	0.01%
	WU	D	0.01%
	AMTM	D	0.01%
	ZI	D	0.01%
	WEN	D	0.01%
	EPR	D	0.01%
	PENN	C	0.01%
	YETI	C	0.01%
	SMG	D	0.01%
	VAC	B	0.01%
	HUN	F	0.01%
	BHF	B	0.01%
	ZG	A	0.01%
	NCNO	B	0.01%
	PII	D	0.01%
	NVST	B	0.01%
	IAC	D	0.01%
	ACHC	F	0.01%
	HIW	D	0.01%
	FHB	A	0.01%
	IRDM	D	0.01%
	SPR	D	0.01%
	XRAY	F	0.01%
	TNL	A	0.01%
	W	F	0.01%
	PRGO	B	0.01%
	NWS	B	0.01%
	DNB	B	0.01%
	NWL	B	0.01%
	DXC	B	0.01%
	NEU	C	0.01%
	MDU	D	0.01%
	ASH	D	0.01%
	RARE	D	0.01%
	MSM	C	0.01%
	LINE	F	0.01%
	PEGA	A	0.01%
	OGN	D	0.01%
	FLO	D	0.01%
	DLB	B	0.01%
	HOG	D	0.01%
	MSGS	A	0.01%
	GFS	C	0.01%
	GTES	A	0.01%
	M	D	0.01%
	CHH	A	0.01%
	AN	C	0.01%
	GAP	C	0.01%
	SLGN	A	0.01%
	RYN	D	0.01%
	PSN	D	0.01%
	KRC	C	0.01%
	KMPR	B	0.01%
	EEFT	B	0.01%
	CELH	F	0.01%
	RH	B	0.01%
	AGO	B	0.01%
	TKR	D	0.01%
	LOPE	B	0.01%
	CUZ	B	0.01%
	FIVE	F	0.01%
	OLN	D	0.01%
	HCP	B	0.01%
	ROIV	C	0.01%
	ST	F	0.01%
	WTM	A	0.01%
	BYD	C	0.01%
	AVT	C	0.01%
	HXL	D	0.01%
	AL	B	0.01%
	APPF	B	0.01%
	SON	D	0.01%
	UGI	A	0.01%
	U	C	0.01%
	CIVI	D	0.01%
	BROS	B	0.01%
	OZK	B	0.01%
	INSP	D	0.01%
	AM	A	0.01%
	CLF	F	0.01%
	VNOM	A	0.01%
	VKTX	F	0.01%
	NXST	C	0.01%
	CCCS	B	0.01%
	SEE	C	0.01%
	IONS	F	0.01%
	LEA	D	0.01%
	POST	C	0.01%
	TPG	A	0.01%
	CRUS	D	0.01%
	NFG	A	0.01%
	SLM	A	0.01%
	RITM	C	0.01%
	PATH	C	0.01%
	VVV	F	0.01%
	LITE	B	0.01%
	BC	C	0.01%
	BRKR	D	0.01%
	THO	B	0.01%
	FOX	A	0.01%
	JHG	A	0.01%
	ETSY	D	0.01%
	OLLI	D	0.01%
	LFUS	F	0.01%
	IDA	A	0.01%
	PVH	C	0.01%
	THG	A	0.01%
	STWD	C	0.01%
	VNT	B	0.01%
	WFRD	D	0.01%
	CROX	D	0.01%
	BFAM	D	0.01%
	AMG	B	0.01%
	AGCO	D	0.01%
	WHR	B	0.01%
	LAZ	B	0.01%
	FNB	A	0.01%
	DOCS	C	0.01%
	WBA	F	0.01%
	ARW	D	0.01%
	BIO	D	0.01%
	BEN	C	0.01%
	LNC	B	0.01%
	COLD	D	0.01%
	FOUR	B	0.01%
	PARA	C	0.01%
	QRVO	F	0.01%
	MAT	D	0.01%
	ESI	A	0.01%
	LYFT	C	0.01%
	SAIC	F	0.01%
	KD	B	0.01%
	COLB	A	0.01%
	NOV	C	0.01%
	MTG	C	0.01%
	ELF	C	0.01%
	SITE	D	0.01%
	WSC	D	0.01%
	OMF	A	0.01%
	SIRI	C	0.01%
	IVZ	B	0.01%
	LSTR	D	0.01%
	MSA	D	0.01%
	DBX	B	0.01%
	CFLT	B	0.01%
	AZPN	A	0.01%
	AWI	A	0.01%
	HR	C	0.01%
	AZEK	A	0.01%
	VMI	B	0.01%
	FAF	A	0.01%
	SN	D	0.01%
	AXS	A	0.01%
	BPOP	B	0.01%
	STAG	F	0.01%
	LSCC	D	0.01%
	FMC	D	0.01%
	MTN	C	0.01%
	MTDR	B	0.01%
	DINO	D	0.01%
	DAR	C	0.01%
	GXO	B	0.01%
	ELAN	D	0.01%
	CGNX	C	0.01%
	MTSI	B	0.01%
	FCN	D	0.01%
	ALK	C	0.01%
	R	B	0.01%
	FR	C	0.01%
	ATI	D	0.01%
	MASI	A	0.01%
	MKSI	C	0.01%
	FRPT	B	0.01%
	ESTC	C	0.01%
	RGEN	D	0.01%
	GNTX	C	0.01%
	OSK	B	0.01%
	ESAB	B	0.01%
	GTLB	B	0.01%
	AGNC	D	0.01%
	VFC	C	0.01%
	LPX	B	0.01%
	BBWI	D	0.01%
	S	B	0.01%
	MIDD	C	0.01%
	VNO	B	0.01%
	CART	C	0.01%
	PCOR	B	0.01%
	WH	B	0.01%
	MHK	D	0.01%
	RLI	B	0.01%
	TREX	C	0.01%
	KEX	C	0.01%
	PB	A	0.01%
	SMAR	A	0.01%
	JAZZ	B	0.01%
	ADC	B	0.01%
	WEX	D	0.01%
	RHI	B	0.01%
	OLED	D	0.01%
	SSD	D	0.01%
	ONTO	D	0.01%
	BERY	B	0.01%
	NNN	D	0.01%
	ACI	C	0.01%
	RRC	B	0.01%
	MEDP	D	0.01%
	FLS	B	0.01%
	CHRD	D	0.01%
	SKX	D	0.01%
	MTCH	D	0.01%
	SNV	B	0.01%
	CZR	F	0.01%
	X	C	0.01%
	KBR	F	0.01%
	BWA	D	0.01%
	APG	B	0.01%
	PLTK	B	0.0%
	SEG	B	0.0%
	PARAA	B	0.0%
	GRAL	C	0.0%
	UWMC	D	0.0%
	SEB	F	0.0%
	NFE	D	0.0%
	WOLF	F	0.0%
	LOAR	A	0.0%
	TFSL	A	0.0%
	CWEN	C	0.0%
	AS	B	0.0%
	CERT	F	0.0%
	PYCR	C	0.0%
	CNA	B	0.0%
	LLYVA	A	0.0%
	DDS	B	0.0%
	UI	A	0.0%
	SNDR	B	0.0%
	TXG	F	0.0%
	TRIP	F	0.0%
	LBRDA	C	0.0%
	REYN	D	0.0%
	INFA	D	0.0%
	DJT	C	0.0%
	LEG	F	0.0%
	GO	C	0.0%
	QS	F	0.0%
	CNXC	F	0.0%
	UA	C	0.0%
	CLVT	F	0.0%
	FTRE	D	0.0%
	CAR	C	0.0%
	BIRK	D	0.0%
	FWONA	B	0.0%
	ALAB	B	0.0%
	QDEL	F	0.0%
	VSTS	C	0.0%
	UAA	C	0.0%
	CRI	D	0.0%
	KSS	F	0.0%
	LCID	F	0.0%
	PPC	C	0.0%
	LBTYA	B	0.0%
	LBTYK	A	0.0%
	SHC	F	0.0%
	RCM	F	0.0%
	IPGP	D	0.0%
	ADT	C	0.0%
	AAP	C	0.0%
	AZTA	D	0.0%
	CWEN	C	0.0%
	HAYW	B	0.0%
	PINC	B	0.0%
	ALGM	D	0.0%
	SPB	C	0.0%
	MP	B	0.0%
	CPRI	F	0.0%
	JWN	C	0.0%
	AGR	B	0.0%
	MPW	F	0.0%
	ENOV	C	0.0%
	BOKF	B	0.0%
	DV	C	0.0%
	HHH	B	0.0%
	CXT	B	0.0%

IWB Underweight 6 Positions Relative to CFA

	Symbol	Grade	Weight
	WMG	C	-0.19%
	CRBG	B	-0.17%
	STX	D	-0.15%
	ERIE	D	-0.15%
	NXPI	D	-0.11%
	CHWY	B	-0.08%

IWB: Top Represented Industries & Keywords

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

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

CFA: Top Represented Industries & Keywords

Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Asset Management Semiconductors Specialty Retail Capital Markets Diagnostics & Research Insurance - Property & Casualty Aerospace & Defense Banks - Regional - US Oil & Gas E&P Medical Devices Restaurants Software - Infrastructure Specialty Chemicals Biotechnology Drug Manufacturers - Major Engineering & Construction

Keywords: S&P 500 Nasdaq 100 Natural Gas Insurance Computing Dow Jones Component Electricity Electronics Aerospace Medicine Bank Chemical Semiconductor Banking Insurance Products Telecommunications Cloud Computing IBD 50 Investment Bank Mining