IWL vs. USMV ETF Comparison
Comparison of iShares Russell Top 200 ETF (IWL) to iShares MSCI USA Minimum Volatility ETF (USMV)
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
$145.86
Average Daily Volume
52,339
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$93.46
Average Daily Volume
1,630,912
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
Performance
| Period | IWL | USMV |
|---|---|---|
| 30 Days | 2.93% | 1.70% |
| 60 Days | 4.56% | 2.42% |
| 90 Days | 6.33% | 4.02% |
| 12 Months | 33.26% | 25.63% |
92 Overlapping Holdings
| Symbol | Grade | Weight in IWL | Weight in USMV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.79% | 0.99% | 0.99% | |
| ABBV | D | 0.7% | 1.04% | 0.7% | |
| ABT | B | 0.48% | 0.09% | 0.09% | |
| ACN | C | 0.53% | 1.29% | 0.53% | |
| ADI | D | 0.24% | 0.23% | 0.23% | |
| ADP | B | 0.29% | 0.09% | 0.09% | |
| AEP | D | 0.12% | 0.39% | 0.12% | |
| AMGN | D | 0.36% | 0.59% | 0.36% | |
| AMZN | C | 4.48% | 0.14% | 0.14% | |
| ANET | C | 0.23% | 0.29% | 0.23% | |
| AON | A | 0.18% | 0.53% | 0.18% | |
| APH | A | 0.2% | 1.44% | 0.2% | |
| AVGO | D | 1.78% | 1.19% | 1.19% | |
| AZO | C | 0.13% | 0.98% | 0.13% | |
| BDX | F | 0.16% | 0.56% | 0.16% | |
| BMY | B | 0.27% | 0.49% | 0.27% | |
| BRK.A | B | 2.05% | 1.55% | 1.55% | |
| CB | C | 0.28% | 1.47% | 0.28% | |
| CDNS | B | 0.19% | 0.18% | 0.18% | |
| CI | F | 0.21% | 0.21% | 0.21% | |
| CL | D | 0.18% | 0.41% | 0.18% | |
| CMCSA | B | 0.39% | 0.39% | 0.39% | |
| CME | A | 0.19% | 0.53% | 0.19% | |
| CRM | B | 0.73% | 0.05% | 0.05% | |
| CRWD | B | 0.18% | 0.19% | 0.18% | |
| CSCO | B | 0.55% | 1.47% | 0.55% | |
| CVS | D | 0.16% | 0.04% | 0.04% | |
| CVX | A | 0.66% | 0.34% | 0.34% | |
| D | C | 0.11% | 0.23% | 0.11% | |
| DELL | C | 0.09% | 0.12% | 0.09% | |
| DUK | C | 0.21% | 1.49% | 0.21% | |
| ELV | F | 0.22% | 0.52% | 0.22% | |
| EOG | A | 0.18% | 0.17% | 0.17% | |
| FI | A | 0.29% | 0.69% | 0.29% | |
| GD | F | 0.19% | 0.05% | 0.05% | |
| GILD | C | 0.26% | 0.94% | 0.26% | |
| GOOG | C | 2.04% | 0.16% | 0.16% | |
| HD | A | 0.96% | 0.3% | 0.3% | |
| HON | B | 0.35% | 0.25% | 0.25% | |
| IBM | C | 0.45% | 1.66% | 0.45% | |
| ICE | C | 0.21% | 0.28% | 0.21% | |
| JNJ | D | 0.88% | 1.18% | 0.88% | |
| KDP | D | 0.08% | 0.59% | 0.08% | |
| KHC | F | 0.07% | 0.38% | 0.07% | |
| KMB | D | 0.11% | 0.21% | 0.11% | |
| KO | D | 0.57% | 0.1% | 0.1% | |
| LIN | D | 0.51% | 0.16% | 0.16% | |
| LLY | F | 1.42% | 1.25% | 1.25% | |
| LMT | D | 0.27% | 0.82% | 0.27% | |
| MA | C | 1.03% | 0.7% | 0.7% | |
| MCD | D | 0.5% | 1.25% | 0.5% | |
| MCK | B | 0.19% | 1.35% | 0.19% | |
| MDLZ | F | 0.21% | 0.44% | 0.21% | |
| MDT | D | 0.27% | 0.13% | 0.13% | |
| MMC | B | 0.26% | 1.11% | 0.26% | |
| MPC | D | 0.13% | 0.54% | 0.13% | |
| MRK | F | 0.58% | 1.01% | 0.58% | |
| MSFT | F | 7.35% | 1.34% | 1.34% | |
| MSI | B | 0.19% | 1.81% | 0.19% | |
| NEM | D | 0.11% | 0.46% | 0.11% | |
| NOC | D | 0.16% | 1.43% | 0.16% | |
| NOW | A | 0.49% | 0.75% | 0.49% | |
| NVDA | C | 7.91% | 0.67% | 0.67% | |
| ORCL | B | 0.69% | 1.31% | 0.69% | |
| ORLY | B | 0.17% | 0.68% | 0.17% | |
| OXY | D | 0.08% | 0.12% | 0.08% | |
| PEP | F | 0.52% | 1.01% | 0.52% | |
| PFE | D | 0.33% | 0.2% | 0.2% | |
| PG | A | 0.95% | 1.23% | 0.95% | |
| PGR | A | 0.36% | 1.67% | 0.36% | |
| PSX | C | 0.13% | 0.06% | 0.06% | |
| REGN | F | 0.19% | 0.59% | 0.19% | |
| ROP | B | 0.14% | 1.3% | 0.14% | |
| RSG | A | 0.1% | 1.55% | 0.1% | |
| RTX | C | 0.38% | 0.09% | 0.09% | |
| SNPS | B | 0.19% | 0.18% | 0.18% | |
| SO | D | 0.23% | 1.35% | 0.23% | |
| T | A | 0.39% | 0.74% | 0.39% | |
| TJX | A | 0.32% | 0.45% | 0.32% | |
| TMUS | B | 0.27% | 1.95% | 0.27% | |
| TRV | B | 0.14% | 1.15% | 0.14% | |
| TXN | C | 0.44% | 1.39% | 0.44% | |
| UBER | D | 0.35% | 0.45% | 0.35% | |
| UNH | C | 1.3% | 1.34% | 1.3% | |
| V | A | 1.16% | 0.9% | 0.9% | |
| VLO | C | 0.11% | 0.05% | 0.05% | |
| VRTX | F | 0.29% | 0.69% | 0.29% | |
| VZ | C | 0.42% | 1.35% | 0.42% | |
| WDAY | B | 0.13% | 0.43% | 0.13% | |
| WM | A | 0.21% | 1.44% | 0.21% | |
| WMT | A | 0.87% | 1.78% | 0.87% | |
| XOM | B | 1.27% | 0.45% | 0.45% |
IWL Overweight 105 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | 2.89% | |
| GOOGL | C | 2.41% | |
| TSLA | B | 2.12% | |
| JPM | A | 1.67% | |
| COST | B | 0.96% | |
| NFLX | A | 0.84% | |
| BAC | A | 0.76% | |
| WFC | A | 0.62% | |
| ADBE | C | 0.53% | |
| AMD | F | 0.52% | |
| DIS | B | 0.5% | |
| PM | B | 0.48% | |
| TMO | F | 0.47% | |
| GE | D | 0.46% | |
| GS | A | 0.45% | |
| CAT | B | 0.45% | |
| INTU | C | 0.45% | |
| ISRG | A | 0.44% | |
| QCOM | F | 0.43% | |
| BKNG | A | 0.4% | |
| SPGI | C | 0.38% | |
| AXP | A | 0.38% | |
| LOW | D | 0.37% | |
| BLK | C | 0.37% | |
| MS | A | 0.37% | |
| NEE | D | 0.37% | |
| DHR | F | 0.35% | |
| SYK | C | 0.34% | |
| ETN | A | 0.34% | |
| UNP | C | 0.34% | |
| AMAT | F | 0.33% | |
| BX | A | 0.31% | |
| COP | C | 0.31% | |
| C | A | 0.31% | |
| BSX | B | 0.3% | |
| SCHW | B | 0.29% | |
| PANW | C | 0.28% | |
| SBUX | A | 0.27% | |
| INTC | D | 0.25% | |
| PLD | D | 0.25% | |
| MU | D | 0.25% | |
| DE | A | 0.24% | |
| KKR | A | 0.24% | |
| BA | F | 0.23% | |
| MO | A | 0.23% | |
| UPS | C | 0.23% | |
| LRCX | F | 0.22% | |
| AMT | D | 0.22% | |
| NKE | D | 0.22% | |
| TT | A | 0.22% | |
| PYPL | B | 0.21% | |
| SHW | A | 0.21% | |
| PH | A | 0.21% | |
| GEV | B | 0.21% | |
| WELL | A | 0.2% | |
| PNC | B | 0.2% | |
| KLAC | D | 0.2% | |
| EQIX | A | 0.2% | |
| APO | B | 0.2% | |
| USB | A | 0.19% | |
| ZTS | D | 0.19% | |
| CMG | B | 0.19% | |
| ITW | B | 0.19% | |
| CTAS | B | 0.18% | |
| MCO | B | 0.18% | |
| MRVL | B | 0.18% | |
| COF | B | 0.17% | |
| CEG | D | 0.17% | |
| TGT | F | 0.17% | |
| APD | A | 0.17% | |
| MMM | D | 0.17% | |
| EMR | A | 0.17% | |
| FDX | B | 0.16% | |
| CRH | A | 0.16% | |
| TDG | D | 0.16% | |
| CSX | B | 0.16% | |
| ECL | D | 0.15% | |
| FCX | D | 0.15% | |
| SLB | C | 0.15% | |
| TFC | A | 0.15% | |
| CARR | D | 0.15% | |
| GM | B | 0.15% | |
| MAR | B | 0.15% | |
| ADSK | A | 0.15% | |
| HCA | F | 0.15% | |
| PCAR | B | 0.14% | |
| ABNB | C | 0.14% | |
| SRE | A | 0.14% | |
| DASH | A | 0.14% | |
| NSC | B | 0.14% | |
| FTNT | C | 0.14% | |
| PSA | D | 0.13% | |
| JCI | C | 0.13% | |
| MET | A | 0.12% | |
| CPRT | A | 0.12% | |
| AIG | B | 0.12% | |
| EW | C | 0.1% | |
| F | C | 0.1% | |
| MNST | C | 0.09% | |
| TEAM | A | 0.09% | |
| STZ | D | 0.09% | |
| LULU | C | 0.09% | |
| SNOW | C | 0.09% | |
| MRNA | F | 0.03% | |
| EL | F | 0.03% |
IWL Underweight 78 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| WCN | A | -1.56% | |
| AJG | B | -1.27% | |
| ED | D | -1.13% | |
| GDDY | A | -1.0% | |
| EA | A | -0.89% | |
| FCNCA | A | -0.88% | |
| CBOE | B | -0.85% | |
| K | A | -0.8% | |
| WEC | A | -0.78% | |
| CTSH | B | -0.76% | |
| TSN | B | -0.71% | |
| ACGL | D | -0.68% | |
| COR | B | -0.67% | |
| GIS | D | -0.66% | |
| VRSN | F | -0.64% | |
| KR | B | -0.61% | |
| FICO | B | -0.59% | |
| TDY | B | -0.57% | |
| KEYS | A | -0.55% | |
| FANG | D | -0.55% | |
| FFIV | B | -0.55% | |
| INCY | C | -0.53% | |
| PTC | A | -0.52% | |
| YUM | B | -0.5% | |
| XEL | A | -0.46% | |
| JNPR | F | -0.45% | |
| EG | C | -0.43% | |
| ERIE | D | -0.42% | |
| VRSK | A | -0.42% | |
| CHD | B | -0.4% | |
| HUM | C | -0.4% | |
| BAH | F | -0.39% | |
| AKAM | D | -0.39% | |
| WTW | B | -0.38% | |
| CTVA | C | -0.38% | |
| ROL | B | -0.36% | |
| IT | C | -0.35% | |
| AFG | A | -0.35% | |
| GEN | B | -0.35% | |
| CDW | F | -0.35% | |
| MKL | A | -0.34% | |
| GRMN | B | -0.33% | |
| CPB | D | -0.33% | |
| AIZ | A | -0.32% | |
| NBIX | C | -0.32% | |
| WMB | A | -0.31% | |
| WRB | A | -0.31% | |
| GLW | B | -0.31% | |
| FWONK | B | -0.31% | |
| HSY | F | -0.3% | |
| L | A | -0.28% | |
| AEE | A | -0.24% | |
| HUBS | A | -0.24% | |
| AZPN | A | -0.23% | |
| ALNY | D | -0.22% | |
| NTAP | C | -0.22% | |
| BMRN | D | -0.22% | |
| HRL | D | -0.21% | |
| TW | A | -0.2% | |
| DTE | C | -0.2% | |
| PKG | A | -0.2% | |
| DPZ | C | -0.19% | |
| CMS | C | -0.19% | |
| MELI | D | -0.18% | |
| MOH | F | -0.18% | |
| HOLX | D | -0.16% | |
| STX | D | -0.16% | |
| UTHR | C | -0.14% | |
| HIG | B | -0.12% | |
| DGX | A | -0.11% | |
| LNT | A | -0.1% | |
| OTIS | C | -0.07% | |
| TEL | B | -0.07% | |
| ATO | A | -0.06% | |
| FSLR | F | -0.06% | |
| KNX | B | -0.06% | |
| BR | A | -0.05% | |
| ULTA | F | -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
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
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