IWL vs. NBCR ETF Comparison
Comparison of iShares Russell Top 200 ETF (IWL) to Neuberger Berman Core Equity ETF (NBCR)
IWL
iShares Russell Top 200 ETF
IWL Description
The investment seeks to track the investment results of an index composed of large-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 Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$145.80
Average Daily Volume
47,760
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
NBCR
Neuberger Berman Core Equity ETF
NBCR Description
To pursue its goal, the fund invests mainly in equity securities of large-capitalization companies, which it defines as companies that have a market capitalization within the market capitalization range of companies in the Russell 1000® Index at the time of initial purchase. The portfolio managers seek to invest in a broadly diversified group of securities that have the potential to outperform the Russell 1000 Index with a lower level of risk through security selection.Grade (RS Rating)
Last Trade
$27.35
Average Daily Volume
16,511
Number of Holdings
*
191
* may have additional holdings in another (foreign) market
Performance
| Period | IWL | NBCR |
|---|---|---|
| 30 Days | 2.69% | 1.89% |
| 60 Days | 6.33% | 5.55% |
| 90 Days | 7.67% | 7.00% |
| 12 Months | 34.98% |
105 Overlapping Holdings
| Symbol | Grade | Weight in IWL | Weight in NBCR | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.68% | 6.37% | 6.37% | |
| ABBV | F | 0.82% | 1.02% | 0.82% | |
| ACN | B | 0.52% | 0.47% | 0.47% | |
| ADI | D | 0.26% | 0.53% | 0.26% | |
| ADSK | B | 0.15% | 0.17% | 0.15% | |
| AEP | D | 0.12% | 0.19% | 0.12% | |
| AIG | B | 0.11% | 0.75% | 0.11% | |
| AMAT | F | 0.37% | 0.58% | 0.37% | |
| AMD | F | 0.55% | 0.61% | 0.55% | |
| AMGN | F | 0.41% | 0.35% | 0.35% | |
| AMZN | A | 4.5% | 3.93% | 3.93% | |
| AON | B | 0.18% | 1.39% | 0.18% | |
| APD | B | 0.16% | 0.13% | 0.13% | |
| APH | B | 0.2% | 0.47% | 0.2% | |
| APO | B | 0.2% | 0.3% | 0.2% | |
| BA | F | 0.24% | 0.2% | 0.2% | |
| BAC | A | 0.71% | 0.72% | 0.71% | |
| BKNG | A | 0.39% | 0.48% | 0.39% | |
| BMY | B | 0.26% | 0.27% | 0.26% | |
| BSX | A | 0.3% | 0.82% | 0.3% | |
| C | B | 0.31% | 0.26% | 0.26% | |
| CARR | C | 0.15% | 0.36% | 0.15% | |
| CAT | B | 0.45% | 0.53% | 0.45% | |
| CEG | D | 0.18% | 0.18% | 0.18% | |
| CL | F | 0.18% | 0.34% | 0.18% | |
| COP | C | 0.3% | 0.39% | 0.3% | |
| COST | B | 0.97% | 1.04% | 0.97% | |
| CRM | B | 0.7% | 0.83% | 0.7% | |
| CRWD | B | 0.17% | 0.49% | 0.17% | |
| CSCO | A | 0.55% | 0.46% | 0.46% | |
| CSX | B | 0.16% | 0.27% | 0.16% | |
| CVS | F | 0.16% | 0.33% | 0.16% | |
| D | D | 0.11% | 0.16% | 0.11% | |
| DE | D | 0.23% | 0.33% | 0.23% | |
| DUK | D | 0.2% | 0.23% | 0.2% | |
| ECL | C | 0.15% | 0.16% | 0.15% | |
| ELV | F | 0.23% | 0.27% | 0.23% | |
| EOG | A | 0.18% | 0.28% | 0.18% | |
| ETN | B | 0.34% | 0.63% | 0.34% | |
| FCX | F | 0.15% | 0.33% | 0.15% | |
| FDX | B | 0.15% | 0.21% | 0.15% | |
| FI | A | 0.28% | 0.64% | 0.28% | |
| GE | D | 0.47% | 0.94% | 0.47% | |
| GM | B | 0.15% | 0.51% | 0.15% | |
| GOOG | C | 2.06% | 1.97% | 1.97% | |
| GOOGL | C | 2.44% | 3.42% | 2.44% | |
| GS | B | 0.43% | 0.41% | 0.41% | |
| HCA | D | 0.16% | 0.27% | 0.16% | |
| HD | B | 0.94% | 1.17% | 0.94% | |
| ICE | C | 0.21% | 0.55% | 0.21% | |
| INTU | A | 0.44% | 0.61% | 0.44% | |
| JNJ | D | 0.87% | 0.98% | 0.87% | |
| JPM | A | 1.58% | 1.33% | 1.33% | |
| KDP | C | 0.09% | 0.43% | 0.09% | |
| KKR | B | 0.24% | 0.59% | 0.24% | |
| LIN | D | 0.51% | 0.6% | 0.51% | |
| LLY | F | 1.55% | 1.28% | 1.28% | |
| LMT | D | 0.28% | 0.26% | 0.26% | |
| LRCX | F | 0.24% | 0.22% | 0.22% | |
| MA | B | 1.01% | 1.08% | 1.01% | |
| MCD | C | 0.5% | 0.58% | 0.5% | |
| MCK | B | 0.19% | 0.24% | 0.19% | |
| MCO | C | 0.18% | 0.28% | 0.18% | |
| MDLZ | F | 0.21% | 0.37% | 0.21% | |
| MDT | D | 0.26% | 0.72% | 0.26% | |
| MET | C | 0.11% | 0.21% | 0.11% | |
| MMM | C | 0.17% | 0.45% | 0.17% | |
| MSFT | C | 7.32% | 6.06% | 6.06% | |
| MSI | B | 0.19% | 0.33% | 0.19% | |
| NEE | D | 0.37% | 0.31% | 0.31% | |
| NFLX | A | 0.79% | 0.81% | 0.79% | |
| NKE | F | 0.21% | 0.25% | 0.21% | |
| NOW | A | 0.48% | 0.77% | 0.48% | |
| NSC | B | 0.14% | 0.3% | 0.14% | |
| NVDA | A | 8.04% | 7.02% | 7.02% | |
| ORCL | A | 0.69% | 0.98% | 0.69% | |
| ORLY | A | 0.16% | 0.26% | 0.16% | |
| PG | C | 0.92% | 0.82% | 0.82% | |
| PH | A | 0.21% | 0.47% | 0.21% | |
| PLD | D | 0.25% | 0.38% | 0.25% | |
| PNC | B | 0.19% | 0.3% | 0.19% | |
| PSX | C | 0.12% | 0.23% | 0.12% | |
| QCOM | F | 0.44% | 0.94% | 0.44% | |
| REGN | F | 0.2% | 0.32% | 0.2% | |
| RSG | B | 0.1% | 0.16% | 0.1% | |
| SHW | A | 0.21% | 0.24% | 0.21% | |
| SLB | C | 0.14% | 0.26% | 0.14% | |
| SNPS | C | 0.2% | 0.63% | 0.2% | |
| SPGI | C | 0.37% | 0.72% | 0.37% | |
| SRE | B | 0.13% | 0.16% | 0.13% | |
| STZ | D | 0.09% | 0.16% | 0.09% | |
| T | A | 0.37% | 0.71% | 0.37% | |
| TDG | D | 0.17% | 0.81% | 0.17% | |
| TJX | A | 0.31% | 0.68% | 0.31% | |
| TMO | F | 0.49% | 0.57% | 0.49% | |
| TMUS | A | 0.26% | 0.85% | 0.26% | |
| TT | B | 0.22% | 0.46% | 0.22% | |
| TXN | B | 0.47% | 0.66% | 0.47% | |
| UBER | F | 0.34% | 0.7% | 0.34% | |
| USB | B | 0.18% | 0.29% | 0.18% | |
| V | A | 1.13% | 1.19% | 1.13% | |
| VRTX | B | 0.31% | 0.54% | 0.31% | |
| VZ | D | 0.4% | 0.62% | 0.4% | |
| WFC | A | 0.57% | 0.92% | 0.57% | |
| XOM | B | 1.27% | 1.14% | 1.14% |
IWL Overweight 92 Positions Relative to NBCR
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | 3.01% | |
| TSLA | B | 2.08% | |
| BRK.A | B | 1.98% | |
| AVGO | C | 1.94% | |
| UNH | B | 1.32% | |
| WMT | A | 0.86% | |
| CVX | A | 0.63% | |
| MRK | F | 0.61% | |
| KO | F | 0.58% | |
| PEP | D | 0.53% | |
| ADBE | C | 0.51% | |
| ABT | C | 0.47% | |
| IBM | D | 0.46% | |
| PM | B | 0.46% | |
| ISRG | A | 0.44% | |
| DIS | B | 0.42% | |
| CMCSA | B | 0.39% | |
| AXP | B | 0.38% | |
| RTX | D | 0.38% | |
| DHR | F | 0.37% | |
| PGR | A | 0.36% | |
| BLK | A | 0.36% | |
| LOW | B | 0.36% | |
| MS | A | 0.35% | |
| PFE | F | 0.35% | |
| UNP | D | 0.34% | |
| HON | B | 0.33% | |
| SYK | A | 0.32% | |
| MU | D | 0.29% | |
| BX | A | 0.29% | |
| ADP | A | 0.29% | |
| GILD | B | 0.28% | |
| PANW | B | 0.28% | |
| SCHW | B | 0.26% | |
| SBUX | B | 0.26% | |
| MMC | D | 0.26% | |
| INTC | C | 0.26% | |
| CB | C | 0.26% | |
| ANET | C | 0.24% | |
| SO | D | 0.23% | |
| GEV | B | 0.22% | |
| KLAC | F | 0.22% | |
| MO | A | 0.22% | |
| AMT | F | 0.22% | |
| UPS | C | 0.22% | |
| CI | D | 0.21% | |
| WM | A | 0.21% | |
| GD | C | 0.2% | |
| PYPL | A | 0.2% | |
| EQIX | B | 0.2% | |
| MRVL | B | 0.19% | |
| CMG | B | 0.19% | |
| ZTS | D | 0.19% | |
| ITW | B | 0.19% | |
| CME | B | 0.19% | |
| CDNS | B | 0.19% | |
| WELL | B | 0.19% | |
| CTAS | B | 0.18% | |
| EMR | A | 0.17% | |
| NOC | D | 0.17% | |
| BDX | F | 0.16% | |
| CRH | B | 0.16% | |
| TGT | C | 0.16% | |
| COF | B | 0.16% | |
| MAR | A | 0.15% | |
| TRV | B | 0.14% | |
| PCAR | B | 0.14% | |
| ABNB | C | 0.14% | |
| DASH | A | 0.14% | |
| TFC | B | 0.14% | |
| ROP | A | 0.14% | |
| MPC | D | 0.13% | |
| WDAY | B | 0.13% | |
| JCI | A | 0.13% | |
| FTNT | B | 0.13% | |
| NEM | F | 0.12% | |
| AZO | B | 0.12% | |
| PSA | D | 0.12% | |
| CPRT | A | 0.11% | |
| F | C | 0.1% | |
| VLO | C | 0.1% | |
| KMB | D | 0.1% | |
| DELL | C | 0.09% | |
| LULU | B | 0.09% | |
| TEAM | B | 0.09% | |
| SNOW | C | 0.09% | |
| MNST | B | 0.09% | |
| EW | F | 0.09% | |
| OXY | F | 0.08% | |
| KHC | F | 0.07% | |
| MRNA | F | 0.04% | |
| EL | F | 0.03% |
IWL Underweight 86 Positions Relative to NBCR
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNM | A | -0.91% | |
| CCL | B | -0.59% | |
| IWB | A | -0.55% | |
| UL | D | -0.52% | |
| DKNG | B | -0.47% | |
| ZBH | C | -0.47% | |
| ULTA | C | -0.44% | |
| ALL | B | -0.42% | |
| NVT | C | -0.41% | |
| LVS | C | -0.37% | |
| IR | A | -0.36% | |
| TRU | D | -0.33% | |
| URI | B | -0.33% | |
| GIS | F | -0.31% | |
| NDAQ | B | -0.29% | |
| AVY | F | -0.29% | |
| MLM | B | -0.27% | |
| GL | B | -0.25% | |
| FITB | A | -0.24% | |
| DLTR | F | -0.24% | |
| FANG | C | -0.24% | |
| EHC | B | -0.23% | |
| AIZ | A | -0.23% | |
| ASML | D | -0.23% | |
| DAL | A | -0.23% | |
| SAIA | B | -0.22% | |
| LEN | D | -0.22% | |
| CHKP | C | -0.21% | |
| HUM | D | -0.21% | |
| WCN | A | -0.21% | |
| K | A | -0.21% | |
| EFX | F | -0.2% | |
| VTR | C | -0.2% | |
| J | D | -0.19% | |
| MOH | F | -0.19% | |
| CNC | F | -0.19% | |
| DGX | B | -0.18% | |
| VRSK | A | -0.17% | |
| ETR | B | -0.16% | |
| ELS | B | -0.16% | |
| DXCM | C | -0.16% | |
| EA | A | -0.16% | |
| APTV | F | -0.15% | |
| AVTR | F | -0.15% | |
| WMB | B | -0.15% | |
| PEG | C | -0.15% | |
| OKE | A | -0.15% | |
| CDW | F | -0.15% | |
| IQV | F | -0.15% | |
| IT | B | -0.14% | |
| VST | B | -0.14% | |
| ESI | B | -0.14% | |
| TKO | D | -0.14% | |
| ENTG | F | -0.14% | |
| FCPT | C | -0.13% | |
| PCG | A | -0.13% | |
| WRBY | A | -0.12% | |
| NUE | D | -0.12% | |
| LNG | B | -0.12% | |
| MTCH | F | -0.12% | |
| TW | B | -0.12% | |
| BK | B | -0.12% | |
| ON | F | -0.11% | |
| STLD | C | -0.11% | |
| FE | D | -0.11% | |
| BHP | F | -0.11% | |
| STWD | C | -0.11% | |
| LNT | C | -0.11% | |
| BLDR | C | -0.11% | |
| INVH | D | -0.1% | |
| BMRN | F | -0.1% | |
| DTE | D | -0.1% | |
| CNP | B | -0.09% | |
| TRGP | B | -0.09% | |
| UTZ | F | -0.08% | |
| WIX | B | -0.08% | |
| CCK | D | -0.08% | |
| EQR | C | -0.08% | |
| TOL | B | -0.07% | |
| CFG | B | -0.07% | |
| SMAR | A | -0.07% | |
| FBIN | F | -0.06% | |
| GXO | B | -0.06% | |
| IONS | F | -0.06% | |
| WY | F | -0.06% | |
| DTM | A | -0.04% |
IWL: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Diversified Industrials
Capital Markets
Credit Services
Medical Devices
Asset Management
Banks - Global
Beverages - Soft Drinks
Health Care Plans
Household & Personal Products
Telecom Services
Utilities - Regulated Electric
Auto Manufacturers
Banks - Regional - US
Biotechnology
Business Services
Discount Stores
NBCR: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Utilities - Regulated Electric
Drug Manufacturers - Major
Health Care Plans
Oil & Gas Midstream
Specialty Chemicals
Utilities - Diversified
Banks - Global
Banks - Regional - US
Biotechnology
Business Services
Capital Markets
Diagnostics & Research
Internet Content & Information
Semiconductor Equipment & Materials
Aerospace & Defense
Asset Management
Diversified Industrials
Household & Personal Products
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