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      IWR vs. EQAL ETF Comparison

      Comparison of iShares Russell Mid-Cap ETF (IWR) to PowerShares Russell 1000 Equal Weight Portfolio (EQAL)
      IWR

      iShares Russell Mid-Cap ETF

      IWR Description

      The investment seeks to track the investment results of an index composed of 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. The underlying index measures the performance of the mid-capitalization sector of the U.S. equity market. The underlying index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index.

      Grade (RS Rating)

      Last Trade

      $91.75

      Average Daily Volume

      1,440,648

      Number of Holdings *

      802

      * 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

      $49.90

      Average Daily Volume

      21,323

      Number of Holdings *

      968

      * may have additional holdings in another (foreign) market
      Performance
      Period IWR EQAL
      30 Days 1.88% 0.63%
      60 Days 5.27% 3.96%
      90 Days 7.98% 6.91%
      12 Months 30.38% 25.01%
      769 Overlapping Holdings
      Symbol Grade Weight in IWR Weight in EQAL Overlap
      A F 0.32% 0.07% 0.07%
      AA A 0.09% 0.31% 0.09%
      AAL B 0.07% 0.07% 0.07%
      AAON B 0.08% 0.06% 0.06%
      AAP D 0.02% 0.05% 0.02%
      ACGL D 0.3% 0.06% 0.06%
      ACHC F 0.03% 0.04% 0.03%
      ACI C 0.07% 0.16% 0.07%
      ACM B 0.12% 0.05% 0.05%
      ADC A 0.06% 0.14% 0.06%
      ADM D 0.2% 0.14% 0.14%
      AEE A 0.19% 0.21% 0.19%
      AES F 0.08% 0.15% 0.08%
      AFG A 0.08% 0.06% 0.06%
      AFL C 0.49% 0.06% 0.06%
      AFRM A 0.09% 0.06% 0.06%
      AGCO F 0.05% 0.05% 0.05%
      AGNC C 0.06% 0.06% 0.06%
      AGO A 0.04% 0.08% 0.04%
      AGR A 0.02% 0.2% 0.02%
      AIZ A 0.09% 0.07% 0.07%
      AJG B 0.52% 0.07% 0.07%
      AKAM F 0.11% 0.06% 0.06%
      AL B 0.04% 0.05% 0.04%
      ALB B 0.1% 0.27% 0.1%
      ALGM F 0.02% 0.06% 0.02%
      ALGN D 0.13% 0.08% 0.08%
      ALK A 0.05% 0.07% 0.05%
      ALL A 0.42% 0.06% 0.06%
      ALLE D 0.1% 0.05% 0.05%
      ALLY C 0.08% 0.07% 0.07%
      ALNY D 0.28% 0.08% 0.08%
      ALSN B 0.08% 0.06% 0.06%
      AM A 0.04% 0.2% 0.04%
      AMCR D 0.12% 0.04% 0.04%
      AME A 0.36% 0.05% 0.05%
      AMED F 0.03% 0.07% 0.03%
      AMG C 0.05% 0.07% 0.05%
      AMH C 0.1% 0.13% 0.1%
      AMKR F 0.03% 0.05% 0.03%
      AMP A 0.45% 0.08% 0.08%
      AN D 0.03% 0.05% 0.03%
      ANSS B 0.24% 0.07% 0.07%
      AOS F 0.07% 0.04% 0.04%
      APA F 0.06% 0.19% 0.06%
      APG C 0.07% 0.05% 0.05%
      APLS F 0.03% 0.06% 0.03%
      APP A 0.62% 0.16% 0.16%
      APPF C 0.04% 0.06% 0.04%
      APTV F 0.12% 0.04% 0.04%
      AR B 0.07% 0.23% 0.07%
      ARE F 0.16% 0.12% 0.12%
      ARES A 0.25% 0.07% 0.07%
      ARMK C 0.08% 0.06% 0.06%
      ARW F 0.05% 0.06% 0.05%
      ASH F 0.03% 0.22% 0.03%
      ATI C 0.06% 0.04% 0.04%
      ATO A 0.18% 0.21% 0.18%
      ATR B 0.09% 0.05% 0.05%
      AVB B 0.27% 0.13% 0.13%
      AVT C 0.04% 0.06% 0.04%
      AVTR F 0.12% 0.06% 0.06%
      AVY D 0.13% 0.22% 0.13%
      AWI B 0.05% 0.06% 0.05%
      AWK C 0.22% 0.18% 0.18%
      AXON A 0.35% 0.07% 0.07%
      AXS A 0.05% 0.07% 0.05%
      AXTA B 0.07% 0.05% 0.05%
      AYI B 0.08% 0.06% 0.06%
      AZEK B 0.06% 0.05% 0.05%
      AZTA F 0.02% 0.07% 0.02%
      BAH D 0.19% 0.04% 0.04%
      BALL D 0.15% 0.04% 0.04%
      BAX F 0.14% 0.06% 0.06%
      BBWI C 0.05% 0.06% 0.05%
      BBY D 0.16% 0.05% 0.05%
      BC D 0.05% 0.05% 0.05%
      BEN C 0.05% 0.07% 0.05%
      BERY D 0.06% 0.05% 0.05%
      BFAM F 0.05% 0.04% 0.04%
      BG D 0.1% 0.14% 0.1%
      BHF C 0.03% 0.08% 0.03%
      BIIB F 0.2% 0.07% 0.07%
      BILL B 0.06% 0.08% 0.06%
      BIO C 0.06% 0.09% 0.06%
      BIRK D 0.01% 0.05% 0.01%
      BJ B 0.1% 0.05% 0.05%
      BK B 0.46% 0.07% 0.07%
      BKR B 0.35% 0.26% 0.26%
      BLD F 0.09% 0.04% 0.04%
      BLDR D 0.17% 0.05% 0.05%
      BMRN F 0.1% 0.06% 0.06%
      BOKF B 0.02% 0.07% 0.02%
      BPOP C 0.05% 0.06% 0.05%
      BR B 0.21% 0.07% 0.07%
      BRBR A 0.07% 0.2% 0.07%
      BRKR F 0.05% 0.07% 0.05%
      BRO B 0.22% 0.07% 0.07%
      BROS A 0.04% 0.07% 0.04%
      BRX A 0.07% 0.14% 0.07%
      BSY D 0.05% 0.06% 0.05%
      BURL A 0.14% 0.05% 0.05%
      BWA D 0.06% 0.05% 0.05%
      BWXT A 0.09% 0.06% 0.06%
      BXP D 0.11% 0.14% 0.11%
      BYD B 0.04% 0.06% 0.04%
      CACC F 0.02% 0.06% 0.02%
      CACI C 0.1% 0.07% 0.07%
      CAG F 0.11% 0.14% 0.11%
      CAH B 0.24% 0.09% 0.09%
      CAR C 0.01% 0.08% 0.01%
      CASY A 0.12% 0.16% 0.12%
      CBOE C 0.17% 0.06% 0.06%
      CBRE B 0.34% 0.15% 0.15%
      CBSH A 0.07% 0.07% 0.07%
      CC D 0.02% 0.27% 0.02%
      CCI C 0.37% 0.12% 0.12%
      CCK D 0.09% 0.05% 0.05%
      CCL A 0.19% 0.07% 0.07%
      CDW F 0.22% 0.05% 0.05%
      CE F 0.08% 0.15% 0.08%
      CELH F 0.04% 0.13% 0.04%
      CERT F 0.01% 0.08% 0.01%
      CF A 0.12% 0.26% 0.12%
      CFG B 0.17% 0.07% 0.07%
      CFLT B 0.05% 0.09% 0.05%
      CFR B 0.07% 0.08% 0.07%
      CG B 0.09% 0.08% 0.08%
      CGNX D 0.06% 0.05% 0.05%
      CHD A 0.21% 0.16% 0.16%
      CHDN C 0.08% 0.05% 0.05%
      CHE F 0.07% 0.08% 0.07%
      CHH A 0.03% 0.06% 0.03%
      CHRD F 0.07% 0.19% 0.07%
      CHRW B 0.1% 0.05% 0.05%
      CHTR B 0.3% 0.58% 0.3%
      CIEN B 0.08% 0.64% 0.08%
      CINF A 0.18% 0.07% 0.07%
      CIVI D 0.04% 0.19% 0.04%
      CLF F 0.05% 0.24% 0.05%
      CLH C 0.11% 0.21% 0.11%
      CLVT D 0.02% 0.04% 0.02%
      CLX A 0.17% 0.16% 0.16%
      CMA B 0.07% 0.08% 0.07%
      CMI A 0.39% 0.06% 0.06%
      CMS C 0.16% 0.19% 0.16%
      CNA C 0.01% 0.06% 0.01%
      CNC F 0.26% 0.06% 0.06%
      CNH C 0.08% 0.05% 0.05%
      CNM C 0.07% 0.05% 0.05%
      CNP A 0.16% 0.21% 0.16%
      CNXC F 0.02% 0.04% 0.02%
      COHR B 0.12% 0.08% 0.08%
      COIN A 0.43% 0.11% 0.11%
      COKE C 0.06% 0.15% 0.06%
      COLB B 0.05% 0.08% 0.05%
      COLD F 0.05% 0.1% 0.05%
      COLM B 0.02% 0.05% 0.02%
      COR B 0.33% 0.16% 0.16%
      COTY F 0.02% 0.04% 0.02%
      CPAY A 0.2% 0.05% 0.05%
      CPB D 0.07% 0.14% 0.07%
      CPNG D 0.23% 0.06% 0.06%
      CPRI F 0.02% 0.03% 0.02%
      CPT C 0.1% 0.13% 0.1%
      CR A 0.07% 0.05% 0.05%
      CRI F 0.01% 0.04% 0.01%
      CRL D 0.09% 0.08% 0.08%
      CROX F 0.05% 0.04% 0.04%
      CRUS F 0.05% 0.05% 0.05%
      CSGP F 0.25% 0.13% 0.13%
      CSL C 0.17% 0.05% 0.05%
      CTLT D 0.09% 0.08% 0.08%
      CTRA B 0.15% 0.22% 0.15%
      CTSH C 0.32% 0.07% 0.07%
      CTVA C 0.33% 0.16% 0.16%
      CUBE C 0.09% 0.12% 0.09%
      CUZ B 0.04% 0.14% 0.04%
      CVNA A 0.21% 0.09% 0.09%
      CW B 0.12% 0.06% 0.06%
      CWEN C 0.02% 0.19% 0.02%
      CWEN C 0.01% 0.19% 0.01%
      CXT C 0.02% 0.04% 0.02%
      CZR F 0.07% 0.05% 0.05%
      DAL A 0.32% 0.07% 0.07%
      DAR B 0.05% 0.19% 0.05%
      DAY B 0.1% 0.08% 0.08%
      DBX C 0.05% 0.07% 0.05%
      DCI B 0.08% 0.05% 0.05%
      DD D 0.29% 0.04% 0.04%
      DDOG A 0.3% 0.07% 0.07%
      DDS B 0.01% 0.07% 0.01%
      DECK A 0.22% 0.06% 0.06%
      DFS B 0.35% 0.08% 0.08%
      DG F 0.14% 0.05% 0.05%
      DGX A 0.14% 0.08% 0.08%
      DHI D 0.41% 0.04% 0.04%
      DINO D 0.05% 0.19% 0.05%
      DJT C 0.01% 0.1% 0.01%
      DKNG B 0.15% 0.05% 0.05%
      DKS D 0.09% 0.05% 0.05%
      DLB F 0.04% 0.06% 0.04%
      DLR A 0.48% 0.15% 0.15%
      DLTR F 0.1% 0.05% 0.05%
      DNB B 0.03% 0.07% 0.03%
      DOC D 0.13% 0.13% 0.13%
      DOCS C 0.06% 0.11% 0.06%
      DOCU B 0.13% 0.09% 0.09%
      DOV B 0.22% 0.05% 0.05%
      DOW F 0.26% 0.04% 0.04%
      DOX D 0.09% 0.06% 0.06%
      DPZ C 0.13% 0.05% 0.05%
      DRI C 0.16% 0.05% 0.05%
      DT C 0.13% 0.06% 0.06%
      DTE C 0.2% 0.19% 0.19%
      DTM A 0.08% 0.26% 0.08%
      DUOL A 0.1% 0.07% 0.07%
      DV C 0.02% 0.07% 0.02%
      DVA C 0.06% 0.08% 0.06%
      DVN F 0.2% 0.19% 0.19%
      DXC D 0.03% 0.06% 0.03%
      DXCM C 0.23% 0.09% 0.09%
      EA A 0.34% 0.06% 0.06%
      EBAY D 0.25% 0.05% 0.05%
      ED C 0.28% 0.18% 0.18%
      EEFT C 0.04% 0.05% 0.04%
      EFX F 0.27% 0.04% 0.04%
      EG D 0.13% 0.06% 0.06%
      EGP D 0.07% 0.13% 0.07%
      EHC B 0.08% 0.09% 0.08%
      EIX C 0.26% 0.19% 0.19%
      ELAN D 0.06% 0.08% 0.06%
      ELF C 0.05% 0.05% 0.05%
      ELS B 0.11% 0.13% 0.11%
      EME A 0.19% 0.06% 0.06%
      EMN D 0.1% 0.24% 0.1%
      ENOV C 0.02% 0.08% 0.02%
      ENPH F 0.07% 0.12% 0.07%
      ENTG F 0.13% 0.06% 0.06%
      EPAM C 0.1% 0.08% 0.08%
      EPR D 0.03% 0.13% 0.03%
      EQH B 0.12% 0.07% 0.07%
      EQR C 0.23% 0.13% 0.13%
      EQT A 0.2% 0.26% 0.2%
      ES C 0.17% 0.18% 0.17%
      ESAB C 0.06% 0.06% 0.06%
      ESI B 0.05% 0.26% 0.05%
      ESS A 0.16% 0.13% 0.13%
      ESTC C 0.06% 0.07% 0.06%
      ETR A 0.26% 0.23% 0.23%
      ETSY D 0.05% 0.05% 0.05%
      EVR B 0.09% 0.08% 0.08%
      EVRG A 0.11% 0.21% 0.11%
      EWBC A 0.11% 0.09% 0.09%
      EXAS D 0.08% 0.06% 0.06%
      EXC C 0.31% 0.19% 0.19%
      EXEL B 0.08% 0.11% 0.08%
      EXP B 0.08% 0.05% 0.05%
      EXPD D 0.14% 0.05% 0.05%
      EXPE B 0.19% 0.07% 0.07%
      EXR C 0.28% 0.13% 0.13%
      FAF C 0.05% 0.06% 0.05%
      FANG D 0.28% 0.21% 0.21%
      FAST B 0.39% 0.28% 0.28%
      FBIN F 0.08% 0.04% 0.04%
      FCN F 0.06% 0.04% 0.04%
      FCNCA A 0.21% 0.07% 0.07%
      FDS B 0.15% 0.07% 0.07%
      FE C 0.19% 0.18% 0.18%
      FFIV B 0.11% 0.07% 0.07%
      FHB B 0.03% 0.07% 0.03%
      FHN A 0.09% 0.08% 0.08%
      FICO B 0.45% 0.06% 0.06%
      FIS C 0.4% 0.05% 0.05%
      FITB B 0.26% 0.07% 0.07%
      FIVE F 0.04% 0.05% 0.04%
      FIVN C 0.02% 0.09% 0.02%
      FIX A 0.13% 0.06% 0.06%
      FLO D 0.03% 0.15% 0.03%
      FLS A 0.06% 0.06% 0.06%
      FMC D 0.06% 0.21% 0.06%
      FNB B 0.05% 0.07% 0.05%
      FND F 0.09% 0.05% 0.05%
      FNF A 0.12% 0.06% 0.06%
      FOUR A 0.05% 0.06% 0.05%
      FOXA B 0.08% 0.07% 0.07%
      FR C 0.06% 0.13% 0.06%
      FRPT A 0.06% 0.17% 0.06%
      FRT B 0.08% 0.13% 0.08%
      FSLR F 0.17% 0.16% 0.16%
      FTI A 0.1% 0.23% 0.1%
      FTRE D 0.02% 0.08% 0.02%
      FTV D 0.21% 0.04% 0.04%
      FYBR C 0.07% 0.49% 0.07%
      G B 0.07% 0.05% 0.05%
      GAP D 0.04% 0.05% 0.04%
      GDDY A 0.2% 0.08% 0.08%
      GEHC D 0.31% 0.08% 0.08%
      GEN B 0.13% 0.07% 0.07%
      GFS C 0.04% 0.07% 0.04%
      GGG B 0.12% 0.05% 0.05%
      GIS F 0.3% 0.14% 0.14%
      GL C 0.08% 0.07% 0.07%
      GLOB C 0.08% 0.07% 0.07%
      GLPI C 0.11% 0.13% 0.11%
      GLW B 0.3% 0.07% 0.07%
      GME C 0.08% 0.07% 0.07%
      GMED A 0.07% 0.09% 0.07%
      GNRC B 0.09% 0.06% 0.06%
      GNTX F 0.06% 0.05% 0.05%
      GO C 0.01% 0.17% 0.01%
      GPC F 0.14% 0.05% 0.05%
      GPK D 0.07% 0.04% 0.04%
      GPN C 0.23% 0.05% 0.05%
      GRMN B 0.27% 0.06% 0.06%
      GTES A 0.03% 0.05% 0.03%
      GTLB B 0.06% 0.07% 0.06%
      GWRE A 0.13% 0.07% 0.07%
      GWW B 0.42% 0.05% 0.05%
      GXO B 0.06% 0.05% 0.05%
      H B 0.06% 0.06% 0.06%
      HAL C 0.21% 0.21% 0.21%
      HAS D 0.07% 0.05% 0.05%
      HAYW B 0.02% 0.05% 0.02%
      HBAN B 0.2% 0.08% 0.08%
      HCP B 0.04% 0.06% 0.04%
      HEI A 0.13% 0.05% 0.05%
      HEI A 0.09% 0.05% 0.05%
      HES B 0.32% 0.22% 0.22%
      HHH B 0.02% 0.15% 0.02%
      HIG B 0.28% 0.07% 0.07%
      HII F 0.07% 0.03% 0.03%
      HIW D 0.03% 0.13% 0.03%
      HLI B 0.08% 0.07% 0.07%
      HLT A 0.49% 0.06% 0.06%
      HOG F 0.03% 0.05% 0.03%
      HOLX D 0.15% 0.08% 0.08%
      HOOD A 0.16% 0.09% 0.09%
      HPE B 0.23% 0.08% 0.08%
      HPQ B 0.29% 0.07% 0.07%
      HRB D 0.07% 0.05% 0.05%
      HRL D 0.07% 0.15% 0.07%
      HSIC C 0.07% 0.08% 0.07%
      HST D 0.1% 0.14% 0.1%
      HSY F 0.21% 0.14% 0.14%
      HUBB B 0.2% 0.05% 0.05%
      HUBS B 0.26% 0.09% 0.09%
      HUM D 0.28% 0.07% 0.07%
      HUN F 0.03% 0.21% 0.03%
      HWM A 0.37% 0.05% 0.05%
      HXL F 0.04% 0.23% 0.04%
      IAC D 0.03% 0.06% 0.03%
      IBKR A 0.15% 0.09% 0.09%
      IDA A 0.05% 0.22% 0.05%
      IDXX F 0.29% 0.07% 0.07%
      IEX B 0.14% 0.05% 0.05%
      IFF D 0.19% 0.2% 0.19%
      ILMN C 0.19% 0.09% 0.09%
      INCY C 0.11% 0.1% 0.1%
      INFA D 0.01% 0.06% 0.01%
      INGR B 0.08% 0.17% 0.08%
      INSP F 0.05% 0.07% 0.05%
      INVH D 0.17% 0.13% 0.13%
      IONS F 0.05% 0.07% 0.05%
      IP A 0.16% 0.28% 0.16%
      IPG F 0.09% 0.05% 0.05%
      IPGP D 0.02% 0.07% 0.02%
      IQV F 0.32% 0.07% 0.07%
      IR B 0.34% 0.05% 0.05%
      IRDM F 0.03% 0.57% 0.03%
      IRM C 0.28% 0.13% 0.13%
      IT C 0.33% 0.07% 0.07%
      ITCI B 0.08% 0.09% 0.08%
      ITT A 0.1% 0.05% 0.05%
      IVZ C 0.05% 0.07% 0.05%
      J D 0.15% 0.05% 0.05%
      JAZZ C 0.06% 0.09% 0.06%
      JBHT C 0.13% 0.05% 0.05%
      JBL C 0.12% 0.08% 0.08%
      JEF A 0.1% 0.08% 0.08%
      JHG B 0.05% 0.08% 0.05%
      JKHY D 0.11% 0.04% 0.04%
      JLL D 0.1% 0.14% 0.1%
      JNPR D 0.1% 0.5% 0.1%
      JWN C 0.02% 0.05% 0.02%
      K B 0.17% 0.16% 0.16%
      KBR F 0.08% 0.06% 0.06%
      KD A 0.05% 0.08% 0.05%
      KEX B 0.06% 0.05% 0.05%
      KEY B 0.14% 0.07% 0.07%
      KEYS C 0.23% 0.05% 0.05%
      KIM A 0.13% 0.14% 0.13%
      KMI A 0.42% 0.26% 0.26%
      KMPR A 0.03% 0.07% 0.03%
      KMX C 0.1% 0.05% 0.05%
      KNSL B 0.08% 0.06% 0.06%
      KNX B 0.08% 0.05% 0.05%
      KR B 0.32% 0.17% 0.17%
      KRC C 0.04% 0.15% 0.04%
      KSS F 0.02% 0.05% 0.02%
      KVUE A 0.37% 0.16% 0.16%
      L A 0.12% 0.06% 0.06%
      LAD B 0.08% 0.07% 0.07%
      LAMR D 0.09% 0.14% 0.09%
      LBRDK C 0.09% 0.74% 0.09%
      LCID F 0.02% 0.03% 0.02%
      LDOS C 0.22% 0.07% 0.07%
      LEA F 0.04% 0.05% 0.04%
      LECO C 0.1% 0.05% 0.05%
      LEG F 0.01% 0.05% 0.01%
      LEN D 0.33% 0.05% 0.05%
      LEN D 0.01% 0.05% 0.01%
      LFUS D 0.05% 0.05% 0.05%
      LH B 0.17% 0.09% 0.09%
      LHX B 0.4% 0.05% 0.05%
      LII A 0.16% 0.05% 0.05%
      LITE B 0.05% 0.78% 0.05%
      LKQ F 0.08% 0.05% 0.05%
      LNC B 0.04% 0.07% 0.04%
      LNG A 0.38% 0.23% 0.23%
      LNT A 0.12% 0.2% 0.12%
      LNW F 0.08% 0.05% 0.05%
      LOPE B 0.04% 0.06% 0.04%
      LPLA A 0.19% 0.09% 0.09%
      LPX B 0.06% 0.06% 0.06%
      LSCC D 0.06% 0.07% 0.06%
      LSTR D 0.06% 0.04% 0.04%
      LUV B 0.15% 0.06% 0.06%
      LVS B 0.14% 0.06% 0.06%
      LW C 0.09% 0.2% 0.09%
      LYB F 0.18% 0.21% 0.18%
      LYFT C 0.05% 0.08% 0.05%
      LYV A 0.16% 0.07% 0.07%
      M D 0.03% 0.05% 0.03%
      MAA A 0.15% 0.13% 0.13%
      MAN F 0.02% 0.04% 0.02%
      MANH D 0.14% 0.06% 0.06%
      MAS D 0.14% 0.05% 0.05%
      MASI B 0.06% 0.11% 0.06%
      MAT D 0.05% 0.05% 0.05%
      MCHP F 0.31% 0.05% 0.05%
      MDB C 0.17% 0.06% 0.06%
      MDU D 0.03% 0.03% 0.03%
      MEDP D 0.07% 0.08% 0.07%
      MGM D 0.07% 0.05% 0.05%
      MHK D 0.06% 0.04% 0.04%
      MIDD D 0.06% 0.05% 0.05%
      MKC D 0.16% 0.14% 0.14%
      MKL A 0.17% 0.07% 0.07%
      MKSI C 0.06% 0.05% 0.05%
      MKTX D 0.08% 0.06% 0.06%
      MLM B 0.31% 0.05% 0.05%
      MOH F 0.15% 0.07% 0.07%
      MORN B 0.08% 0.07% 0.07%
      MOS D 0.07% 0.25% 0.07%
      MP C 0.02% 0.32% 0.02%
      MPW F 0.02% 0.1% 0.02%
      MPWR F 0.29% 0.04% 0.04%
      MRO A 0.13% 0.22% 0.13%
      MSA D 0.05% 0.05% 0.05%
      MSCI B 0.37% 0.07% 0.07%
      MSGS B 0.03% 0.06% 0.03%
      MSM D 0.03% 0.05% 0.03%
      MSTR A 0.34% 0.15% 0.15%
      MTB A 0.28% 0.08% 0.08%
      MTCH F 0.06% 0.05% 0.05%
      MTD F 0.22% 0.04% 0.04%
      MTDR C 0.05% 0.23% 0.05%
      MTG D 0.05% 0.06% 0.05%
      MTN C 0.05% 0.05% 0.05%
      MTSI B 0.06% 0.08% 0.06%
      MTZ A 0.07% 0.05% 0.05%
      MUSA B 0.08% 0.05% 0.05%
      NBIX C 0.1% 0.08% 0.08%
      NCLH B 0.09% 0.08% 0.08%
      NCNO B 0.03% 0.09% 0.03%
      NDAQ A 0.26% 0.07% 0.07%
      NDSN D 0.12% 0.05% 0.05%
      NET B 0.22% 0.07% 0.07%
      NEU D 0.03% 0.23% 0.03%
      NFE F 0.0% 0.17% 0.0%
      NFG A 0.04% 0.2% 0.04%
      NI A 0.13% 0.21% 0.13%
      NNN C 0.06% 0.12% 0.06%
      NOV D 0.05% 0.2% 0.05%
      NRG B 0.16% 0.23% 0.16%
      NSA C 0.02% 0.12% 0.02%
      NTAP C 0.21% 0.06% 0.06%
      NTNX B 0.14% 0.07% 0.07%
      NTRA A 0.12% 0.1% 0.1%
      NTRS A 0.17% 0.08% 0.08%
      NUE D 0.31% 0.25% 0.25%
      NVR D 0.22% 0.05% 0.05%
      NVST C 0.03% 0.09% 0.03%
      NVT C 0.1% 0.05% 0.05%
      NWL B 0.03% 0.07% 0.03%
      NWSA B 0.09% 0.06% 0.06%
      NXST C 0.04% 0.05% 0.04%
      NYT D 0.07% 0.05% 0.05%
      O C 0.41% 0.12% 0.12%
      OC A 0.13% 0.05% 0.05%
      ODFL B 0.36% 0.05% 0.05%
      OGE A 0.07% 0.21% 0.07%
      OGN F 0.03% 0.06% 0.03%
      OHI B 0.08% 0.13% 0.08%
      OKE A 0.51% 0.24% 0.24%
      OKTA D 0.1% 0.06% 0.06%
      OLED F 0.07% 0.05% 0.05%
      OLLI D 0.05% 0.05% 0.05%
      OLN F 0.04% 0.24% 0.04%
      OMC C 0.16% 0.06% 0.06%
      OMF A 0.05% 0.08% 0.05%
      ON F 0.24% 0.06% 0.06%
      ONTO F 0.07% 0.05% 0.05%
      ORI A 0.07% 0.07% 0.07%
      OSK C 0.06% 0.05% 0.05%
      OTIS C 0.33% 0.05% 0.05%
      OVV C 0.09% 0.23% 0.09%
      OWL A 0.09% 0.08% 0.08%
      OZK B 0.04% 0.07% 0.04%
      PAG B 0.02% 0.06% 0.02%
      PARA D 0.05% 0.05% 0.05%
      PATH C 0.05% 0.06% 0.05%
      PAYC B 0.09% 0.08% 0.08%
      PAYX B 0.39% 0.05% 0.05%
      PB A 0.06% 0.07% 0.06%
      PCG A 0.36% 0.21% 0.21%
      PCOR C 0.06% 0.08% 0.06%
      PCTY B 0.08% 0.06% 0.06%
      PEG C 0.35% 0.21% 0.21%
      PEGA B 0.03% 0.08% 0.03%
      PEN B 0.07% 0.09% 0.07%
      PENN C 0.03% 0.06% 0.03%
      PFG C 0.16% 0.06% 0.06%
      PFGC B 0.11% 0.18% 0.11%
      PHM D 0.22% 0.05% 0.05%
      PII F 0.03% 0.04% 0.03%
      PINC B 0.02% 0.09% 0.02%
      PINS F 0.14% 0.06% 0.06%
      PK D 0.02% 0.15% 0.02%
      PKG B 0.17% 0.05% 0.05%
      PLNT A 0.07% 0.06% 0.06%
      PLTK B 0.0% 0.06% 0.0%
      PLTR A 0.95% 0.1% 0.1%
      PNFP B 0.07% 0.08% 0.07%
      PNR B 0.14% 0.05% 0.05%
      PNW B 0.08% 0.2% 0.08%
      PODD B 0.15% 0.09% 0.09%
      POOL D 0.11% 0.05% 0.05%
      POST C 0.04% 0.15% 0.04%
      PPC B 0.02% 0.19% 0.02%
      PPG F 0.24% 0.05% 0.05%
      PPL A 0.2% 0.2% 0.2%
      PR B 0.08% 0.23% 0.08%
      PRGO C 0.03% 0.08% 0.03%
      PRI A 0.08% 0.07% 0.07%
      PRU B 0.35% 0.07% 0.07%
      PSN C 0.04% 0.06% 0.04%
      PSTG F 0.13% 0.06% 0.06%
      PTC B 0.19% 0.07% 0.07%
      PVH C 0.05% 0.06% 0.05%
      PWR A 0.39% 0.06% 0.06%
      PYCR C 0.01% 0.07% 0.01%
      QRVO F 0.05% 0.04% 0.04%
      QS D 0.01% 0.04% 0.01%
      R B 0.06% 0.06% 0.06%
      RARE F 0.04% 0.07% 0.04%
      RBC A 0.07% 0.26% 0.07%
      RBLX B 0.22% 0.06% 0.06%
      RCL A 0.43% 0.08% 0.08%
      RCM A 0.02% 0.08% 0.02%
      REG A 0.11% 0.14% 0.11%
      REXR F 0.08% 0.12% 0.08%
      REYN D 0.01% 0.14% 0.01%
      RF A 0.19% 0.07% 0.07%
      RGA B 0.12% 0.06% 0.06%
      RGEN F 0.06% 0.08% 0.06%
      RGLD C 0.08% 0.23% 0.08%
      RH D 0.04% 0.06% 0.04%
      RHI C 0.06% 0.06% 0.06%
      RIVN F 0.07% 0.04% 0.04%
      RJF A 0.24% 0.08% 0.08%
      RKT F 0.02% 0.04% 0.02%
      RL C 0.07% 0.06% 0.06%
      RLI A 0.06% 0.07% 0.06%
      RMD C 0.3% 0.07% 0.07%
      RNG C 0.03% 0.08% 0.03%
      RNR C 0.11% 0.06% 0.06%
      ROIV D 0.04% 0.08% 0.04%
      ROK B 0.25% 0.05% 0.05%
      ROKU D 0.08% 0.5% 0.08%
      ROL B 0.11% 0.05% 0.05%
      ROST D 0.38% 0.05% 0.05%
      RPM B 0.14% 0.05% 0.05%
      RPRX F 0.08% 0.07% 0.07%
      RRC B 0.06% 0.23% 0.06%
      RRX B 0.09% 0.05% 0.05%
      RS B 0.15% 0.27% 0.15%
      RVTY D 0.12% 0.08% 0.08%
      RYAN B 0.06% 0.07% 0.06%
      RYN D 0.04% 0.13% 0.04%
      S B 0.06% 0.08% 0.06%
      SAIA C 0.12% 0.06% 0.06%
      SAIC F 0.06% 0.06% 0.06%
      SAM C 0.02% 0.19% 0.02%
      SBAC D 0.19% 0.12% 0.12%
      SCI A 0.1% 0.06% 0.06%
      SEB F 0.01% 0.14% 0.01%
      SEE D 0.04% 0.05% 0.04%
      SEG B 0.0% 0.15% 0.0%
      SEIC B 0.06% 0.07% 0.06%
      SF B 0.09% 0.08% 0.08%
      SHC F 0.02% 0.07% 0.02%
      SIRI D 0.05% 0.05% 0.05%
      SITE D 0.05% 0.05% 0.05%
      SJM D 0.1% 0.15% 0.1%
      SKX F 0.07% 0.05% 0.05%
      SLGN A 0.04% 0.05% 0.04%
      SLM B 0.04% 0.07% 0.04%
      SMAR A 0.06% 0.07% 0.06%
      SMCI F 0.1% 0.02% 0.02%
      SMG C 0.02% 0.26% 0.02%
      SN D 0.06% 0.05% 0.05%
      SNA B 0.15% 0.06% 0.06%
      SNDR B 0.01% 0.05% 0.01%
      SNV B 0.07% 0.08% 0.07%
      SNX D 0.08% 0.06% 0.06%
      SOFI A 0.11% 0.11% 0.11%
      SOLV F 0.08% 0.08% 0.08%
      SON F 0.04% 0.04% 0.04%
      SPB C 0.02% 0.16% 0.02%
      SPG A 0.47% 0.15% 0.15%
      SPR D 0.03% 0.04% 0.03%
      SQ A 0.34% 0.06% 0.06%
      SRPT F 0.09% 0.07% 0.07%
      SSD D 0.07% 0.05% 0.05%
      SSNC C 0.13% 0.06% 0.06%
      ST F 0.04% 0.04% 0.04%
      STAG D 0.05% 0.13% 0.05%
      STE D 0.17% 0.07% 0.07%
      STLD B 0.18% 0.29% 0.18%
      STT B 0.23% 0.07% 0.07%
      STWD C 0.05% 0.06% 0.05%
      SUI C 0.13% 0.12% 0.12%
      SW A 0.22% 0.05% 0.05%
      SWK F 0.11% 0.04% 0.04%
      SWKS F 0.12% 0.05% 0.05%
      SYF B 0.2% 0.06% 0.06%
      SYY D 0.31% 0.15% 0.15%
      TAP B 0.08% 0.19% 0.08%
      TDC D 0.02% 0.06% 0.02%
      TDY B 0.18% 0.05% 0.05%
      TECH F 0.1% 0.08% 0.08%
      TER F 0.14% 0.05% 0.05%
      TFSL A 0.01% 0.07% 0.01%
      TFX F 0.08% 0.06% 0.06%
      THC C 0.13% 0.08% 0.08%
      THG A 0.05% 0.07% 0.05%
      THO C 0.05% 0.06% 0.05%
      TKO A 0.08% 0.05% 0.05%
      TKR F 0.04% 0.22% 0.04%
      TNL B 0.03% 0.06% 0.03%
      TOL B 0.13% 0.05% 0.05%
      TOST A 0.14% 0.09% 0.09%
      TPG A 0.04% 0.08% 0.04%
      TPL A 0.21% 0.34% 0.21%
      TPR B 0.1% 0.07% 0.07%
      TPX B 0.07% 0.06% 0.06%
      TREX D 0.06% 0.05% 0.05%
      TRGP A 0.34% 0.26% 0.26%
      TRIP F 0.01% 0.06% 0.01%
      TRMB B 0.14% 0.05% 0.05%
      TROW B 0.21% 0.07% 0.07%
      TRU D 0.17% 0.05% 0.05%
      TSCO D 0.25% 0.05% 0.05%
      TSN B 0.14% 0.16% 0.14%
      TTC F 0.07% 0.04% 0.04%
      TTD B 0.45% 0.06% 0.06%
      TTEK F 0.1% 0.04% 0.04%
      TTWO A 0.25% 0.06% 0.06%
      TW A 0.12% 0.07% 0.07%
      TWLO A 0.13% 0.11% 0.11%
      TXG F 0.01% 0.05% 0.01%
      TXRH B 0.11% 0.06% 0.06%
      TXT D 0.13% 0.04% 0.04%
      TYL B 0.21% 0.06% 0.06%
      U F 0.05% 0.06% 0.05%
      UAA C 0.01% 0.07% 0.01%
      UAL A 0.23% 0.09% 0.09%
      UDR C 0.12% 0.13% 0.12%
      UGI C 0.04% 0.19% 0.04%
      UHAL D 0.0% 0.05% 0.0%
      UHAL D 0.05% 0.05% 0.05%
      UHS D 0.1% 0.07% 0.07%
      UI A 0.01% 0.85% 0.01%
      ULTA F 0.15% 0.05% 0.05%
      UNM A 0.09% 0.08% 0.08%
      URI B 0.47% 0.05% 0.05%
      USFD A 0.12% 0.18% 0.12%
      UTHR C 0.15% 0.09% 0.09%
      UWMC D 0.01% 0.04% 0.01%
      VAC C 0.03% 0.07% 0.03%
      VEEV C 0.28% 0.08% 0.08%
      VFC C 0.06% 0.06% 0.06%
      VICI C 0.27% 0.13% 0.13%
      VIRT A 0.02% 0.07% 0.02%
      VKTX F 0.06% 0.07% 0.06%
      VLTO C 0.21% 0.04% 0.04%
      VMC B 0.31% 0.05% 0.05%
      VMI B 0.06% 0.05% 0.05%
      VNO C 0.07% 0.16% 0.07%
      VNT C 0.05% 0.05% 0.05%
      VOYA B 0.07% 0.07% 0.07%
      VRSK B 0.33% 0.05% 0.05%
      VRSN F 0.13% 0.07% 0.07%
      VRT A 0.36% 0.09% 0.09%
      VST A 0.4% 0.34% 0.34%
      VSTS F 0.02% 0.04% 0.02%
      VTR B 0.21% 0.13% 0.13%
      VTRS A 0.12% 0.09% 0.09%
      VVV D 0.05% 0.05% 0.05%
      W D 0.03% 0.04% 0.03%
      WAB B 0.28% 0.05% 0.05%
      WAL B 0.08% 0.07% 0.07%
      WAT C 0.18% 0.09% 0.09%
      WBA F 0.05% 0.16% 0.05%
      WBD B 0.18% 0.07% 0.07%
      WBS A 0.08% 0.09% 0.08%
      WCC B 0.07% 0.06% 0.06%
      WDC F 0.18% 0.06% 0.06%
      WEC A 0.25% 0.2% 0.2%
      WEN C 0.03% 0.05% 0.03%
      WEX F 0.06% 0.05% 0.05%
      WFRD F 0.05% 0.18% 0.05%
      WH B 0.06% 0.06% 0.06%
      WHR B 0.05% 0.06% 0.05%
      WING D 0.08% 0.04% 0.04%
      WLK F 0.04% 0.22% 0.04%
      WMB A 0.56% 0.24% 0.24%
      WMS F 0.08% 0.04% 0.04%
      WOLF F 0.01% 0.06% 0.01%
      WPC C 0.1% 0.12% 0.1%
      WRB B 0.14% 0.07% 0.07%
      WSC F 0.06% 0.04% 0.04%
      WSM D 0.13% 0.05% 0.05%
      WSO A 0.15% 0.05% 0.05%
      WST D 0.19% 0.09% 0.09%
      WTFC B 0.07% 0.08% 0.07%
      WTM A 0.04% 0.07% 0.04%
      WTRG B 0.08% 0.2% 0.08%
      WTW B 0.26% 0.07% 0.07%
      WU F 0.02% 0.04% 0.02%
      WWD B 0.09% 0.05% 0.05%
      WY D 0.19% 0.13% 0.13%
      WYNN D 0.07% 0.06% 0.06%
      X C 0.07% 0.25% 0.07%
      XEL A 0.3% 0.21% 0.21%
      XPO B 0.14% 0.06% 0.06%
      XRAY D 0.03% 0.06% 0.03%
      XYL D 0.24% 0.04% 0.04%
      YETI D 0.03% 0.05% 0.03%
      YUM D 0.31% 0.05% 0.05%
      Z A 0.09% 0.18% 0.09%
      ZBH C 0.18% 0.08% 0.08%
      ZBRA B 0.17% 0.06% 0.06%
      ZI D 0.03% 0.06% 0.03%
      ZION B 0.07% 0.08% 0.07%
      ZM B 0.17% 0.08% 0.08%
      ZS B 0.15% 0.08% 0.08%
      IWR Overweight 33 Positions Relative to EQAL
      Symbol Grade Weight
      FERG C 0.34%
      EXE A 0.17%
      COO D 0.16%
      FWONK B 0.14%
      CAVA C 0.09%
      NLY C 0.08%
      CART C 0.07%
      LAZ B 0.05%
      AZPN A 0.05%
      HR C 0.05%
      CCCS B 0.04%
      FOX A 0.04%
      RITM D 0.04%
      VNOM A 0.04%
      ECG C 0.03%
      LBTYA F 0.03%
      LBTYK A 0.03%
      ZG A 0.03%
      NWS A 0.03%
      LINE F 0.03%
      AMTM F 0.03%
      ALAB B 0.02%
      ADT B 0.02%
      QDEL F 0.02%
      LLYVK A 0.02%
      LOAR B 0.01%
      AS A 0.01%
      LLYVA A 0.01%
      LBRDA C 0.01%
      UA C 0.01%
      FWONA B 0.01%
      PARAA C 0.0%
      GRAL C 0.0%
      IWR Underweight 203 Positions Relative to EQAL
      Symbol Grade Weight
      TMUS B -0.59%
      CSCO B -0.58%
      CMCSA B -0.56%
      MSI B -0.56%
      ANET C -0.54%
      T A -0.51%
      VZ C -0.46%
      APD A -0.27%
      SCCO F -0.24%
      FCX F -0.24%
      EOG A -0.23%
      CVX A -0.23%
      LIN D -0.23%
      ECL D -0.23%
      CEG C -0.23%
      SLB C -0.22%
      COP B -0.22%
      SRE A -0.22%
      VLO C -0.21%
      WM B -0.21%
      XOM B -0.21%
      OXY F -0.2%
      RSG A -0.2%
      PSX C -0.2%
      MCK A -0.19%
      DUK C -0.19%
      MPC D -0.19%
      SO C -0.19%
      D C -0.19%
      NEE C -0.18%
      MNST C -0.18%
      AEP C -0.18%
      NEM D -0.18%
      MO A -0.17%
      PM A -0.16%
      KMB C -0.15%
      KHC F -0.15%
      PEP F -0.15%
      PG C -0.15%
      CVS F -0.15%
      STZ D -0.15%
      CL D -0.14%
      KO D -0.14%
      MDLZ F -0.14%
      EQIX A -0.14%
      KDP D -0.14%
      WELL A -0.14%
      PSA C -0.13%
      PLD D -0.12%
      AMT D -0.11%
      BMY A -0.1%
      BSX A -0.09%
      ISRG A -0.09%
      WFC A -0.09%
      MS A -0.09%
      GILD C -0.09%
      APO A -0.09%
      TEAM A -0.09%
      GS B -0.08%
      NVDA A -0.08%
      MDT D -0.08%
      QGEN F -0.08%
      BX A -0.08%
      BDX F -0.08%
      EW C -0.08%
      FTNT B -0.08%
      VRTX D -0.08%
      INTC C -0.08%
      CRM B -0.08%
      SCHW A -0.08%
      KKR A -0.08%
      UNH C -0.08%
      ABT A -0.08%
      DASH A -0.08%
      CRWD B -0.08%
      SYK A -0.08%
      CME A -0.07%
      WDAY C -0.07%
      AIG C -0.07%
      INTU B -0.07%
      AON B -0.07%
      BRK.A B -0.07%
      BKNG A -0.07%
      LLY F -0.07%
      META C -0.07%
      MRK F -0.07%
      MET A -0.07%
      CRBG B -0.07%
      TFC A -0.07%
      GEV A -0.07%
      CDNS B -0.07%
      SNPS C -0.07%
      TSLA A -0.07%
      GOOGL B -0.07%
      ABBV F -0.07%
      MU D -0.07%
      APH B -0.07%
      SNOW C -0.07%
      HCA F -0.07%
      ORCL A -0.07%
      PFE F -0.07%
      TRV A -0.07%
      JPM A -0.07%
      NOW B -0.07%
      PNC B -0.07%
      MRVL B -0.07%
      AMGN D -0.07%
      TMO F -0.07%
      CI D -0.07%
      ZTS D -0.07%
      DHR D -0.07%
      BAC A -0.07%
      BLK B -0.07%
      C B -0.07%
      JNJ D -0.07%
      ADSK B -0.07%
      DELL B -0.07%
      SPOT B -0.07%
      PANW B -0.07%
      USB B -0.07%
      ADBE D -0.06%
      PYPL B -0.06%
      HD A -0.06%
      AMD F -0.06%
      RBA A -0.06%
      EMR A -0.06%
      LOW C -0.06%
      ELV F -0.06%
      ABNB D -0.06%
      ADI D -0.06%
      CPRT B -0.06%
      NFLX A -0.06%
      ICE C -0.06%
      SPGI D -0.06%
      IBM C -0.06%
      MMC D -0.06%
      QCOM F -0.06%
      LRCX F -0.06%
      MSFT D -0.06%
      AMAT F -0.06%
      MCO D -0.06%
      TXN C -0.06%
      DIS B -0.06%
      MAR B -0.06%
      COF B -0.06%
      CB C -0.06%
      AVGO C -0.06%
      AAPL C -0.06%
      PGR B -0.06%
      GM B -0.06%
      NU C -0.06%
      LULU C -0.06%
      ROP C -0.06%
      MMM D -0.05%
      MRNA F -0.05%
      CSX C -0.05%
      GE D -0.05%
      UPS C -0.05%
      SHW C -0.05%
      ITW B -0.05%
      V A -0.05%
      CTAS B -0.05%
      RTX D -0.05%
      NKE F -0.05%
      FDX B -0.05%
      MA B -0.05%
      NSC B -0.05%
      ACN C -0.05%
      CAT C -0.05%
      SBUX A -0.05%
      AZO C -0.05%
      ADTN A -0.05%
      COST A -0.05%
      TGT B -0.05%
      MCD D -0.05%
      TT A -0.05%
      ADP B -0.05%
      TJX A -0.05%
      F C -0.05%
      HON B -0.05%
      UBER F -0.05%
      REGN F -0.05%
      JCI B -0.05%
      PH B -0.05%
      AXP B -0.05%
      KLAC F -0.05%
      ETN B -0.05%
      WMT A -0.05%
      CMG C -0.05%
      XP F -0.05%
      FI A -0.05%
      ORLY B -0.05%
      PCAR C -0.05%
      AMZN B -0.05%
      BA D -0.04%
      EL F -0.04%
      TDG D -0.04%
      GD D -0.04%
      LMT D -0.04%
      NOC D -0.04%
      DE C -0.04%
      UNP D -0.04%
      CARR D -0.04%

      IWR: Top Represented Industries & Keywords

      Industries: Software - Application Banks - Regional - US Diversified Industrials Biotechnology Diagnostics & Research Software - Infrastructure Business Services Utilities - Regulated Electric Asset Management Oil & Gas E&P Specialty Retail Packaged Foods Packaging & Containers Information Technology Services Semiconductors Building Materials Capital Markets Insurance - Property & Casualty REIT - Residential Specialty Chemicals
      Keywords: S&P 500 Computing Natural Gas Insurance Nasdaq 100 Real Estate Investment Trust Electronics Banking Aerospace Bank Chemical Electricity Telecommunications Mining Medicine Insurance Products Semiconductor Biotechnology Beverage Cloud Computing

      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
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