IWR vs. OPTZ ETF Comparison
Comparison of iShares Russell Mid-Cap ETF (IWR) to Optimize Strategy Index ETF (OPTZ)
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
$91.14
Average Daily Volume
1,434,138
Number of Holdings
*
802
* may have additional holdings in another (foreign) market
OPTZ
Optimize Strategy Index ETF
OPTZ Description
OPTZ seeks to track a broad market index consisting of US-listed equities that meet certain market-cap threshold and liquidity requirements. To be included in the fund, eligible large-cap and small-cap companies are evaluated and ranked within their own sector. Large cap companies are ranked based on the ratio of current EPS over the trailing 10-year average EPS, the current P/E ratio, and the 2-year forward EPS growth estimate. Small-cap companies are ranked solely on their P/S ratio. Within these two groups, the top 20% are selected from each sector. The index weights the sectors using the sum of the market capitalization of all constituents in each sector and within each sector each constituent is equally weighted. Reconstitution and rebalancing are done semi-annually.Grade (RS Rating)
Last Trade
$29.81
Average Daily Volume
6,545
Number of Holdings
*
320
* may have additional holdings in another (foreign) market
Performance
| Period | IWR | OPTZ |
|---|---|---|
| 30 Days | 1.44% | 2.12% |
| 60 Days | 5.59% | 7.25% |
| 90 Days | 8.55% | 9.60% |
| 12 Months | 31.08% |
146 Overlapping Holdings
| Symbol | Grade | Weight in IWR | Weight in OPTZ | Overlap | |
|---|---|---|---|---|---|
| ACGL | C | 0.3% | 0.18% | 0.18% | |
| AES | F | 0.08% | 0.04% | 0.04% | |
| AGO | A | 0.04% | 0.21% | 0.04% | |
| AIZ | A | 0.09% | 0.21% | 0.09% | |
| ALGN | D | 0.13% | 0.12% | 0.12% | |
| ALL | A | 0.42% | 0.21% | 0.21% | |
| AMP | A | 0.45% | 0.24% | 0.24% | |
| AOS | F | 0.07% | 0.12% | 0.07% | |
| APA | F | 0.06% | 0.05% | 0.05% | |
| APP | A | 0.62% | 1.97% | 0.62% | |
| APTV | F | 0.12% | 0.26% | 0.12% | |
| ARES | B | 0.25% | 0.23% | 0.23% | |
| ASH | F | 0.03% | 0.14% | 0.03% | |
| ATO | A | 0.18% | 0.05% | 0.05% | |
| AXON | A | 0.35% | 0.21% | 0.21% | |
| BAH | D | 0.19% | 1.22% | 0.19% | |
| BAX | F | 0.14% | 0.12% | 0.12% | |
| BG | D | 0.1% | 0.24% | 0.1% | |
| BHF | A | 0.03% | 0.23% | 0.03% | |
| BKR | A | 0.35% | 0.07% | 0.07% | |
| BR | A | 0.21% | 0.21% | 0.21% | |
| BRO | B | 0.22% | 0.21% | 0.21% | |
| BURL | C | 0.14% | 0.32% | 0.14% | |
| CAH | B | 0.24% | 0.14% | 0.14% | |
| CBOE | D | 0.17% | 0.18% | 0.17% | |
| CBRE | B | 0.34% | 0.11% | 0.11% | |
| CE | F | 0.08% | 0.1% | 0.08% | |
| CHD | A | 0.21% | 0.28% | 0.21% | |
| CHDN | C | 0.08% | 0.33% | 0.08% | |
| CINF | A | 0.18% | 0.22% | 0.18% | |
| COIN | A | 0.43% | 0.36% | 0.36% | |
| COR | B | 0.33% | 0.14% | 0.14% | |
| CPAY | A | 0.2% | 0.23% | 0.2% | |
| CPT | D | 0.1% | 0.08% | 0.08% | |
| CROX | F | 0.05% | 0.24% | 0.05% | |
| CRUS | F | 0.05% | 0.8% | 0.05% | |
| CVNA | A | 0.21% | 0.55% | 0.21% | |
| DAL | A | 0.32% | 0.18% | 0.18% | |
| DECK | A | 0.22% | 0.38% | 0.22% | |
| DGX | A | 0.14% | 0.14% | 0.14% | |
| DJT | C | 0.01% | 1.03% | 0.01% | |
| DKS | D | 0.09% | 0.29% | 0.09% | |
| DLR | A | 0.48% | 0.11% | 0.11% | |
| DOCU | A | 0.13% | 0.16% | 0.13% | |
| DPZ | C | 0.13% | 0.35% | 0.13% | |
| DTE | C | 0.2% | 0.05% | 0.05% | |
| DTM | A | 0.08% | 0.07% | 0.07% | |
| DVA | C | 0.06% | 0.13% | 0.06% | |
| EA | A | 0.34% | 0.63% | 0.34% | |
| EFX | F | 0.27% | 0.11% | 0.11% | |
| EGP | D | 0.07% | 0.08% | 0.07% | |
| EIX | C | 0.26% | 0.04% | 0.04% | |
| ELS | B | 0.11% | 0.09% | 0.09% | |
| EME | B | 0.19% | 0.18% | 0.18% | |
| EMN | C | 0.1% | 0.15% | 0.1% | |
| ESTC | C | 0.06% | 0.14% | 0.06% | |
| ETR | A | 0.26% | 0.06% | 0.06% | |
| ETSY | D | 0.05% | 0.31% | 0.05% | |
| EXP | B | 0.08% | 0.18% | 0.08% | |
| FFIV | B | 0.11% | 1.23% | 0.11% | |
| FIVE | F | 0.04% | 0.33% | 0.04% | |
| FIX | A | 0.13% | 0.18% | 0.13% | |
| FSLR | F | 0.17% | 0.95% | 0.17% | |
| FTI | A | 0.1% | 0.06% | 0.06% | |
| GDDY | A | 0.2% | 1.2% | 0.2% | |
| GL | B | 0.08% | 0.2% | 0.08% | |
| GNRC | B | 0.09% | 0.17% | 0.09% | |
| GPC | D | 0.14% | 0.28% | 0.14% | |
| GPN | B | 0.23% | 0.2% | 0.2% | |
| GRMN | B | 0.27% | 0.37% | 0.27% | |
| HIG | C | 0.28% | 0.19% | 0.19% | |
| HII | F | 0.07% | 0.09% | 0.07% | |
| HUBB | B | 0.2% | 0.15% | 0.15% | |
| IDXX | F | 0.29% | 0.11% | 0.11% | |
| INCY | B | 0.11% | 0.18% | 0.11% | |
| IQV | F | 0.32% | 0.12% | 0.12% | |
| JAZZ | A | 0.06% | 0.15% | 0.06% | |
| LAMR | D | 0.09% | 0.09% | 0.09% | |
| LEA | F | 0.04% | 0.27% | 0.04% | |
| LECO | C | 0.1% | 0.14% | 0.1% | |
| LNW | D | 0.08% | 0.3% | 0.08% | |
| LPX | A | 0.06% | 0.18% | 0.06% | |
| LVS | C | 0.14% | 0.39% | 0.14% | |
| MANH | D | 0.14% | 0.14% | 0.14% | |
| MKTX | C | 0.08% | 0.2% | 0.08% | |
| MLM | B | 0.31% | 0.17% | 0.17% | |
| MOH | F | 0.15% | 0.13% | 0.13% | |
| MSCI | A | 0.37% | 0.21% | 0.21% | |
| NBIX | D | 0.1% | 0.14% | 0.1% | |
| NCLH | B | 0.09% | 0.48% | 0.09% | |
| NFE | F | 0.0% | 0.04% | 0.0% | |
| NRG | B | 0.16% | 0.06% | 0.06% | |
| OGN | F | 0.03% | 0.1% | 0.03% | |
| OSK | C | 0.06% | 0.13% | 0.06% | |
| PAYC | B | 0.09% | 0.18% | 0.09% | |
| PCTY | B | 0.08% | 0.17% | 0.08% | |
| PEGA | B | 0.03% | 0.15% | 0.03% | |
| PEN | B | 0.07% | 0.15% | 0.07% | |
| PK | C | 0.02% | 0.09% | 0.02% | |
| PNR | A | 0.14% | 0.15% | 0.14% | |
| PODD | A | 0.15% | 0.15% | 0.15% | |
| PRU | A | 0.35% | 0.21% | 0.21% | |
| PVH | C | 0.05% | 0.34% | 0.05% | |
| PWR | A | 0.39% | 0.16% | 0.16% | |
| RCL | A | 0.43% | 0.45% | 0.43% | |
| REXR | F | 0.08% | 0.08% | 0.08% | |
| RL | B | 0.07% | 0.4% | 0.07% | |
| RNG | B | 0.03% | 0.74% | 0.03% | |
| RNR | D | 0.11% | 0.2% | 0.11% | |
| ROST | D | 0.38% | 0.28% | 0.28% | |
| RPRX | F | 0.08% | 0.12% | 0.08% | |
| SAIA | B | 0.12% | 0.16% | 0.12% | |
| SBAC | D | 0.19% | 0.08% | 0.08% | |
| SHC | D | 0.02% | 0.13% | 0.02% | |
| SPG | A | 0.47% | 0.1% | 0.1% | |
| SQ | A | 0.34% | 0.23% | 0.23% | |
| SRPT | F | 0.09% | 0.12% | 0.09% | |
| STE | D | 0.17% | 0.12% | 0.12% | |
| TAP | A | 0.08% | 0.3% | 0.08% | |
| THC | C | 0.13% | 0.14% | 0.13% | |
| TRGP | A | 0.34% | 0.07% | 0.07% | |
| TROW | A | 0.21% | 0.23% | 0.21% | |
| UHS | D | 0.1% | 0.11% | 0.1% | |
| ULTA | D | 0.15% | 0.31% | 0.15% | |
| URI | B | 0.47% | 0.15% | 0.15% | |
| UTHR | B | 0.15% | 0.15% | 0.15% | |
| VMC | B | 0.31% | 0.18% | 0.18% | |
| VNO | B | 0.07% | 0.12% | 0.07% | |
| VRSK | B | 0.33% | 0.13% | 0.13% | |
| VRSN | D | 0.13% | 1.02% | 0.13% | |
| VRT | A | 0.36% | 0.21% | 0.21% | |
| WAB | B | 0.28% | 0.15% | 0.15% | |
| WBA | F | 0.05% | 0.28% | 0.05% | |
| WFRD | F | 0.05% | 0.05% | 0.05% | |
| WHR | A | 0.05% | 0.35% | 0.05% | |
| WMB | A | 0.56% | 0.07% | 0.07% | |
| WST | C | 0.19% | 0.14% | 0.14% | |
| WTW | B | 0.26% | 0.21% | 0.21% | |
| WWD | B | 0.09% | 0.14% | 0.09% | |
| WY | D | 0.19% | 0.09% | 0.09% | |
| WYNN | D | 0.07% | 0.33% | 0.07% | |
| XPO | B | 0.14% | 0.18% | 0.14% | |
| XYL | D | 0.24% | 0.12% | 0.12% | |
| YETI | F | 0.03% | 0.31% | 0.03% | |
| ZBH | C | 0.18% | 0.13% | 0.13% | |
| ZM | B | 0.17% | 0.69% | 0.17% |
IWR Overweight 656 Positions Relative to OPTZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | A | 0.95% | |
| AJG | A | 0.52% | |
| OKE | A | 0.51% | |
| AFL | C | 0.49% | |
| HLT | A | 0.49% | |
| BK | A | 0.46% | |
| TTD | B | 0.45% | |
| FICO | A | 0.45% | |
| KMI | A | 0.42% | |
| GWW | A | 0.42% | |
| O | D | 0.41% | |
| DHI | D | 0.41% | |
| VST | A | 0.4% | |
| LHX | B | 0.4% | |
| FIS | B | 0.4% | |
| FAST | B | 0.39% | |
| PAYX | B | 0.39% | |
| CMI | A | 0.39% | |
| LNG | A | 0.38% | |
| KVUE | A | 0.37% | |
| CCI | D | 0.37% | |
| HWM | A | 0.37% | |
| PCG | A | 0.36% | |
| AME | A | 0.36% | |
| ODFL | B | 0.36% | |
| PEG | C | 0.35% | |
| DFS | A | 0.35% | |
| IR | A | 0.34% | |
| FERG | D | 0.34% | |
| MSTR | B | 0.34% | |
| OTIS | D | 0.33% | |
| CTVA | D | 0.33% | |
| LEN | D | 0.33% | |
| IT | B | 0.33% | |
| HES | B | 0.32% | |
| KR | B | 0.32% | |
| CTSH | B | 0.32% | |
| A | D | 0.32% | |
| GEHC | D | 0.31% | |
| NUE | D | 0.31% | |
| EXC | C | 0.31% | |
| SYY | D | 0.31% | |
| MCHP | F | 0.31% | |
| YUM | D | 0.31% | |
| GIS | D | 0.3% | |
| RMD | C | 0.3% | |
| CHTR | B | 0.3% | |
| DDOG | B | 0.3% | |
| GLW | B | 0.3% | |
| XEL | A | 0.3% | |
| DD | D | 0.29% | |
| MPWR | F | 0.29% | |
| HPQ | B | 0.29% | |
| ED | D | 0.28% | |
| FANG | D | 0.28% | |
| VEEV | C | 0.28% | |
| HUM | F | 0.28% | |
| MTB | A | 0.28% | |
| IRM | D | 0.28% | |
| ALNY | D | 0.28% | |
| EXR | C | 0.28% | |
| VICI | C | 0.27% | |
| AVB | A | 0.27% | |
| FITB | A | 0.26% | |
| CNC | F | 0.26% | |
| HUBS | A | 0.26% | |
| NDAQ | A | 0.26% | |
| DOW | F | 0.26% | |
| TTWO | A | 0.25% | |
| WEC | A | 0.25% | |
| TSCO | D | 0.25% | |
| ROK | A | 0.25% | |
| EBAY | D | 0.25% | |
| CSGP | F | 0.25% | |
| PPG | F | 0.24% | |
| ANSS | B | 0.24% | |
| RJF | A | 0.24% | |
| ON | F | 0.24% | |
| EQR | C | 0.23% | |
| CPNG | C | 0.23% | |
| DXCM | C | 0.23% | |
| STT | A | 0.23% | |
| HPE | B | 0.23% | |
| UAL | A | 0.23% | |
| KEYS | C | 0.23% | |
| AWK | C | 0.22% | |
| LDOS | C | 0.22% | |
| NVR | D | 0.22% | |
| RBLX | B | 0.22% | |
| CDW | F | 0.22% | |
| SW | A | 0.22% | |
| NET | C | 0.22% | |
| PHM | D | 0.22% | |
| DOV | A | 0.22% | |
| MTD | F | 0.22% | |
| NTAP | D | 0.21% | |
| HSY | F | 0.21% | |
| HAL | C | 0.21% | |
| TPL | A | 0.21% | |
| FCNCA | A | 0.21% | |
| VLTO | D | 0.21% | |
| VTR | C | 0.21% | |
| TYL | B | 0.21% | |
| FTV | D | 0.21% | |
| EQT | A | 0.2% | |
| PPL | A | 0.2% | |
| DVN | F | 0.2% | |
| ADM | D | 0.2% | |
| HBAN | A | 0.2% | |
| BIIB | F | 0.2% | |
| SYF | A | 0.2% | |
| PTC | B | 0.19% | |
| EXPE | A | 0.19% | |
| LPLA | A | 0.19% | |
| RF | A | 0.19% | |
| IFF | D | 0.19% | |
| FE | C | 0.19% | |
| AEE | A | 0.19% | |
| CCL | A | 0.19% | |
| ILMN | C | 0.19% | |
| STLD | B | 0.18% | |
| LYB | F | 0.18% | |
| WBD | B | 0.18% | |
| TDY | B | 0.18% | |
| WAT | B | 0.18% | |
| WDC | F | 0.18% | |
| LH | B | 0.17% | |
| ZBRA | B | 0.17% | |
| MDB | C | 0.17% | |
| CLX | A | 0.17% | |
| INVH | D | 0.17% | |
| TRU | D | 0.17% | |
| CFG | A | 0.17% | |
| CSL | B | 0.17% | |
| NTRS | A | 0.17% | |
| EXE | A | 0.17% | |
| MKL | A | 0.17% | |
| K | B | 0.17% | |
| PKG | B | 0.17% | |
| BLDR | D | 0.17% | |
| ES | C | 0.17% | |
| BBY | C | 0.16% | |
| CNP | A | 0.16% | |
| ESS | A | 0.16% | |
| LYV | A | 0.16% | |
| MKC | D | 0.16% | |
| PFG | C | 0.16% | |
| ARE | D | 0.16% | |
| IP | A | 0.16% | |
| DRI | B | 0.16% | |
| CMS | C | 0.16% | |
| LII | B | 0.16% | |
| COO | D | 0.16% | |
| HOOD | A | 0.16% | |
| OMC | C | 0.16% | |
| ZS | B | 0.15% | |
| IBKR | A | 0.15% | |
| HOLX | D | 0.15% | |
| FDS | A | 0.15% | |
| DKNG | B | 0.15% | |
| J | D | 0.15% | |
| CTRA | A | 0.15% | |
| WSO | A | 0.15% | |
| RS | B | 0.15% | |
| MAA | A | 0.15% | |
| BALL | D | 0.15% | |
| SNA | A | 0.15% | |
| LUV | A | 0.15% | |
| TOST | A | 0.14% | |
| TSN | A | 0.14% | |
| FWONK | B | 0.14% | |
| DG | F | 0.14% | |
| EXPD | D | 0.14% | |
| NTNX | A | 0.14% | |
| RPM | A | 0.14% | |
| IEX | B | 0.14% | |
| TER | F | 0.14% | |
| PINS | F | 0.14% | |
| KEY | A | 0.14% | |
| TRMB | A | 0.14% | |
| WRB | A | 0.14% | |
| MAS | D | 0.14% | |
| SUI | D | 0.13% | |
| DT | C | 0.13% | |
| TWLO | A | 0.13% | |
| JBHT | B | 0.13% | |
| ENTG | F | 0.13% | |
| EG | D | 0.13% | |
| GWRE | B | 0.13% | |
| DOC | D | 0.13% | |
| MRO | A | 0.13% | |
| GEN | B | 0.13% | |
| SSNC | D | 0.13% | |
| TOL | B | 0.13% | |
| NI | A | 0.13% | |
| PSTG | F | 0.13% | |
| TXT | D | 0.13% | |
| AVY | D | 0.13% | |
| KIM | A | 0.13% | |
| OC | A | 0.13% | |
| WSM | F | 0.13% | |
| HEI | A | 0.13% | |
| EQH | B | 0.12% | |
| SWKS | F | 0.12% | |
| COHR | B | 0.12% | |
| UDR | C | 0.12% | |
| AMCR | C | 0.12% | |
| GGG | A | 0.12% | |
| CW | B | 0.12% | |
| RGA | A | 0.12% | |
| LNT | A | 0.12% | |
| NDSN | B | 0.12% | |
| L | A | 0.12% | |
| ACM | B | 0.12% | |
| JBL | C | 0.12% | |
| RVTY | D | 0.12% | |
| NTRA | B | 0.12% | |
| FNF | C | 0.12% | |
| CF | A | 0.12% | |
| USFD | B | 0.12% | |
| CASY | B | 0.12% | |
| VTRS | A | 0.12% | |
| TW | B | 0.12% | |
| AVTR | F | 0.12% | |
| BXP | D | 0.11% | |
| GLPI | D | 0.11% | |
| JKHY | D | 0.11% | |
| PFGC | B | 0.11% | |
| TXRH | A | 0.11% | |
| CLH | C | 0.11% | |
| SOFI | A | 0.11% | |
| AKAM | F | 0.11% | |
| CAG | F | 0.11% | |
| REG | A | 0.11% | |
| SWK | F | 0.11% | |
| POOL | D | 0.11% | |
| EVRG | A | 0.11% | |
| ROL | A | 0.11% | |
| EWBC | A | 0.11% | |
| TECH | D | 0.1% | |
| ALB | C | 0.1% | |
| SJM | F | 0.1% | |
| KMX | B | 0.1% | |
| BJ | B | 0.1% | |
| DUOL | B | 0.1% | |
| TPR | A | 0.1% | |
| SMCI | F | 0.1% | |
| DAY | B | 0.1% | |
| OKTA | D | 0.1% | |
| WPC | D | 0.1% | |
| SCI | B | 0.1% | |
| DLTR | F | 0.1% | |
| JEF | A | 0.1% | |
| TTEK | D | 0.1% | |
| AMH | C | 0.1% | |
| CACI | C | 0.1% | |
| ITT | A | 0.1% | |
| HST | D | 0.1% | |
| ALLE | D | 0.1% | |
| CHRW | A | 0.1% | |
| NVT | B | 0.1% | |
| BMRN | F | 0.1% | |
| JNPR | D | 0.1% | |
| JLL | C | 0.1% | |
| EPAM | B | 0.1% | |
| FND | F | 0.09% | |
| DOX | D | 0.09% | |
| CTLT | C | 0.09% | |
| AFRM | A | 0.09% | |
| FHN | A | 0.09% | |
| LBRDK | B | 0.09% | |
| CUBE | C | 0.09% | |
| CCK | D | 0.09% | |
| CRL | D | 0.09% | |
| EVR | A | 0.09% | |
| CAVA | B | 0.09% | |
| IPG | F | 0.09% | |
| UNM | A | 0.09% | |
| NWSA | B | 0.09% | |
| AA | A | 0.09% | |
| OVV | C | 0.09% | |
| BWXT | A | 0.09% | |
| CG | B | 0.09% | |
| HEI | A | 0.09% | |
| SF | A | 0.09% | |
| OWL | A | 0.09% | |
| RRX | B | 0.09% | |
| ATR | B | 0.09% | |
| LW | C | 0.09% | |
| BLD | F | 0.09% | |
| Z | A | 0.09% | |
| TFX | F | 0.08% | |
| MORN | B | 0.08% | |
| DCI | B | 0.08% | |
| GME | C | 0.08% | |
| ROKU | D | 0.08% | |
| EXAS | F | 0.08% | |
| CNH | D | 0.08% | |
| KNX | B | 0.08% | |
| ITCI | B | 0.08% | |
| FRT | B | 0.08% | |
| AAON | A | 0.08% | |
| SNX | D | 0.08% | |
| TKO | C | 0.08% | |
| WMS | F | 0.08% | |
| KBR | D | 0.08% | |
| MUSA | A | 0.08% | |
| WAL | A | 0.08% | |
| GLOB | C | 0.08% | |
| FBIN | D | 0.08% | |
| PR | C | 0.08% | |
| HLI | A | 0.08% | |
| RGLD | C | 0.08% | |
| WBS | A | 0.08% | |
| NLY | C | 0.08% | |
| AFG | A | 0.08% | |
| INGR | B | 0.08% | |
| WTRG | C | 0.08% | |
| WING | F | 0.08% | |
| SOLV | C | 0.08% | |
| KNSL | C | 0.08% | |
| LKQ | D | 0.08% | |
| LAD | A | 0.08% | |
| AYI | A | 0.08% | |
| EHC | B | 0.08% | |
| OHI | C | 0.08% | |
| ARMK | C | 0.08% | |
| FOXA | A | 0.08% | |
| ALLY | C | 0.08% | |
| PRI | A | 0.08% | |
| CIEN | B | 0.08% | |
| PNW | A | 0.08% | |
| EXEL | B | 0.08% | |
| ALSN | B | 0.08% | |
| SSD | D | 0.07% | |
| G | A | 0.07% | |
| ACI | C | 0.07% | |
| SNV | A | 0.07% | |
| CHRD | F | 0.07% | |
| CFR | A | 0.07% | |
| SKX | D | 0.07% | |
| VOYA | A | 0.07% | |
| HRB | D | 0.07% | |
| CART | C | 0.07% | |
| PLNT | A | 0.07% | |
| CBSH | A | 0.07% | |
| CHE | D | 0.07% | |
| WTFC | A | 0.07% | |
| CNM | F | 0.07% | |
| ZION | A | 0.07% | |
| OLED | F | 0.07% | |
| APG | C | 0.07% | |
| AR | B | 0.07% | |
| FYBR | C | 0.07% | |
| MGM | D | 0.07% | |
| OGE | A | 0.07% | |
| ONTO | F | 0.07% | |
| CR | A | 0.07% | |
| BRX | A | 0.07% | |
| HSIC | D | 0.07% | |
| GPK | D | 0.07% | |
| RIVN | F | 0.07% | |
| CPB | D | 0.07% | |
| HRL | D | 0.07% | |
| CMA | A | 0.07% | |
| AXTA | A | 0.07% | |
| CZR | F | 0.07% | |
| ENPH | F | 0.07% | |
| MOS | D | 0.07% | |
| TTC | D | 0.07% | |
| HAS | D | 0.07% | |
| WCC | A | 0.07% | |
| MTZ | B | 0.07% | |
| AAL | B | 0.07% | |
| NYT | D | 0.07% | |
| RBC | A | 0.07% | |
| GMED | A | 0.07% | |
| ORI | A | 0.07% | |
| TPX | A | 0.07% | |
| X | D | 0.07% | |
| BRBR | A | 0.07% | |
| MEDP | D | 0.07% | |
| PNFP | A | 0.07% | |
| AZEK | B | 0.06% | |
| LSTR | D | 0.06% | |
| H | B | 0.06% | |
| VMI | B | 0.06% | |
| R | A | 0.06% | |
| ELAN | C | 0.06% | |
| MASI | A | 0.06% | |
| SN | C | 0.06% | |
| GNTX | C | 0.06% | |
| GXO | B | 0.06% | |
| FR | D | 0.06% | |
| BIO | C | 0.06% | |
| AGNC | C | 0.06% | |
| DOCS | C | 0.06% | |
| GTLB | B | 0.06% | |
| FCN | F | 0.06% | |
| PB | A | 0.06% | |
| RLI | A | 0.06% | |
| ATI | D | 0.06% | |
| VKTX | F | 0.06% | |
| FRPT | B | 0.06% | |
| WSC | F | 0.06% | |
| VFC | B | 0.06% | |
| RYAN | A | 0.06% | |
| COKE | C | 0.06% | |
| WH | A | 0.06% | |
| CGNX | D | 0.06% | |
| KEX | A | 0.06% | |
| FMC | F | 0.06% | |
| LSCC | D | 0.06% | |
| PCOR | B | 0.06% | |
| ESAB | B | 0.06% | |
| MIDD | D | 0.06% | |
| SMAR | A | 0.06% | |
| ADC | A | 0.06% | |
| WEX | F | 0.06% | |
| S | B | 0.06% | |
| MTSI | B | 0.06% | |
| BWA | A | 0.06% | |
| MHK | D | 0.06% | |
| RHI | B | 0.06% | |
| BERY | D | 0.06% | |
| MKSI | D | 0.06% | |
| NNN | D | 0.06% | |
| SAIC | D | 0.06% | |
| RRC | B | 0.06% | |
| RGEN | D | 0.06% | |
| MTCH | F | 0.06% | |
| TREX | C | 0.06% | |
| FLS | A | 0.06% | |
| BILL | A | 0.06% | |
| SEIC | A | 0.06% | |
| THO | B | 0.05% | |
| VVV | B | 0.05% | |
| LITE | A | 0.05% | |
| JHG | A | 0.05% | |
| BC | D | 0.05% | |
| THG | A | 0.05% | |
| AGCO | D | 0.05% | |
| INSP | F | 0.05% | |
| FNB | A | 0.05% | |
| IDA | A | 0.05% | |
| AMG | A | 0.05% | |
| PATH | D | 0.05% | |
| BEN | C | 0.05% | |
| OLLI | D | 0.05% | |
| U | F | 0.05% | |
| STWD | D | 0.05% | |
| IONS | F | 0.05% | |
| VNT | C | 0.05% | |
| CLF | F | 0.05% | |
| OMF | A | 0.05% | |
| FOUR | B | 0.05% | |
| LFUS | D | 0.05% | |
| MTG | C | 0.05% | |
| BRKR | F | 0.05% | |
| KD | A | 0.05% | |
| SIRI | C | 0.05% | |
| COLB | A | 0.05% | |
| LAZ | B | 0.05% | |
| ARW | D | 0.05% | |
| ESI | B | 0.05% | |
| MSA | D | 0.05% | |
| DAR | B | 0.05% | |
| ALK | A | 0.05% | |
| LYFT | B | 0.05% | |
| NOV | D | 0.05% | |
| ELF | C | 0.05% | |
| FAF | C | 0.05% | |
| COLD | F | 0.05% | |
| DBX | C | 0.05% | |
| IVZ | B | 0.05% | |
| AXS | A | 0.05% | |
| CFLT | C | 0.05% | |
| PARA | C | 0.05% | |
| MAT | C | 0.05% | |
| DINO | D | 0.05% | |
| AZPN | A | 0.05% | |
| MTDR | C | 0.05% | |
| QRVO | F | 0.05% | |
| AWI | A | 0.05% | |
| BFAM | F | 0.05% | |
| BPOP | C | 0.05% | |
| MTN | C | 0.05% | |
| SITE | D | 0.05% | |
| UHAL | D | 0.05% | |
| STAG | D | 0.05% | |
| BBWI | C | 0.05% | |
| HR | C | 0.05% | |
| BSY | D | 0.05% | |
| GFS | C | 0.04% | |
| GAP | C | 0.04% | |
| DLB | D | 0.04% | |
| WLK | F | 0.04% | |
| EEFT | C | 0.04% | |
| SLGN | B | 0.04% | |
| RARE | F | 0.04% | |
| RYN | D | 0.04% | |
| SEE | B | 0.04% | |
| WTM | A | 0.04% | |
| CUZ | B | 0.04% | |
| HCP | B | 0.04% | |
| KRC | C | 0.04% | |
| OZK | A | 0.04% | |
| AL | A | 0.04% | |
| TKR | F | 0.04% | |
| ST | F | 0.04% | |
| RH | C | 0.04% | |
| UGI | C | 0.04% | |
| SON | D | 0.04% | |
| HXL | F | 0.04% | |
| SLM | A | 0.04% | |
| LOPE | B | 0.04% | |
| ROIV | D | 0.04% | |
| AVT | C | 0.04% | |
| BYD | A | 0.04% | |
| CELH | F | 0.04% | |
| PSN | C | 0.04% | |
| BROS | A | 0.04% | |
| NXST | D | 0.04% | |
| CCCS | A | 0.04% | |
| APPF | C | 0.04% | |
| AM | A | 0.04% | |
| OLN | F | 0.04% | |
| LNC | A | 0.04% | |
| CIVI | F | 0.04% | |
| NFG | A | 0.04% | |
| FOX | A | 0.04% | |
| POST | D | 0.04% | |
| RITM | C | 0.04% | |
| VNOM | B | 0.04% | |
| TPG | B | 0.04% | |
| AMKR | F | 0.03% | |
| AMED | F | 0.03% | |
| PENN | B | 0.03% | |
| APLS | F | 0.03% | |
| ECG | D | 0.03% | |
| LBTYA | F | 0.03% | |
| LBTYK | A | 0.03% | |
| VAC | B | 0.03% | |
| HUN | F | 0.03% | |
| WEN | C | 0.03% | |
| ZG | A | 0.03% | |
| EPR | D | 0.03% | |
| IRDM | C | 0.03% | |
| NCNO | B | 0.03% | |
| FHB | A | 0.03% | |
| NVST | C | 0.03% | |
| PII | F | 0.03% | |
| HIW | D | 0.03% | |
| PRGO | C | 0.03% | |
| TNL | A | 0.03% | |
| XRAY | F | 0.03% | |
| SPR | D | 0.03% | |
| MDU | D | 0.03% | |
| W | F | 0.03% | |
| NWS | A | 0.03% | |
| ACHC | F | 0.03% | |
| DNB | B | 0.03% | |
| ZI | D | 0.03% | |
| NEU | C | 0.03% | |
| NWL | B | 0.03% | |
| DXC | C | 0.03% | |
| HOG | D | 0.03% | |
| IAC | D | 0.03% | |
| FLO | D | 0.03% | |
| CHH | A | 0.03% | |
| MSM | C | 0.03% | |
| KMPR | A | 0.03% | |
| LINE | F | 0.03% | |
| AMTM | D | 0.03% | |
| AN | D | 0.03% | |
| MSGS | B | 0.03% | |
| GTES | B | 0.03% | |
| M | C | 0.03% | |
| CLVT | F | 0.02% | |
| VSTS | F | 0.02% | |
| KSS | F | 0.02% | |
| CNXC | F | 0.02% | |
| FTRE | D | 0.02% | |
| ALAB | B | 0.02% | |
| RKT | F | 0.02% | |
| LCID | F | 0.02% | |
| RCM | A | 0.02% | |
| AAP | D | 0.02% | |
| HAYW | A | 0.02% | |
| PPC | B | 0.02% | |
| ADT | B | 0.02% | |
| JWN | A | 0.02% | |
| IPGP | D | 0.02% | |
| CPRI | F | 0.02% | |
| CWEN | D | 0.02% | |
| QDEL | F | 0.02% | |
| AZTA | F | 0.02% | |
| PINC | B | 0.02% | |
| SPB | C | 0.02% | |
| ENOV | C | 0.02% | |
| AGR | A | 0.02% | |
| MP | B | 0.02% | |
| WU | F | 0.02% | |
| BOKF | A | 0.02% | |
| HHH | B | 0.02% | |
| ALGM | F | 0.02% | |
| FIVN | C | 0.02% | |
| SAM | B | 0.02% | |
| COTY | F | 0.02% | |
| CXT | D | 0.02% | |
| VIRT | A | 0.02% | |
| CACC | D | 0.02% | |
| DV | C | 0.02% | |
| COLM | B | 0.02% | |
| LLYVK | A | 0.02% | |
| TDC | F | 0.02% | |
| MPW | F | 0.02% | |
| PAG | A | 0.02% | |
| CC | C | 0.02% | |
| NSA | C | 0.02% | |
| MAN | F | 0.02% | |
| SMG | D | 0.02% | |
| UWMC | F | 0.01% | |
| SEB | F | 0.01% | |
| TFSL | A | 0.01% | |
| CWEN | D | 0.01% | |
| LOAR | B | 0.01% | |
| CNA | C | 0.01% | |
| AS | B | 0.01% | |
| DDS | B | 0.01% | |
| LLYVA | A | 0.01% | |
| WOLF | F | 0.01% | |
| PYCR | C | 0.01% | |
| UI | A | 0.01% | |
| CERT | F | 0.01% | |
| SNDR | B | 0.01% | |
| REYN | D | 0.01% | |
| CAR | C | 0.01% | |
| LEG | F | 0.01% | |
| INFA | F | 0.01% | |
| TXG | F | 0.01% | |
| TRIP | D | 0.01% | |
| LBRDA | B | 0.01% | |
| UA | B | 0.01% | |
| GO | C | 0.01% | |
| FWONA | B | 0.01% | |
| CRI | D | 0.01% | |
| QS | F | 0.01% | |
| UAA | B | 0.01% | |
| BIRK | F | 0.01% | |
| LEN | D | 0.01% | |
| PARAA | B | 0.0% | |
| SEG | B | 0.0% | |
| GRAL | C | 0.0% | |
| UHAL | D | 0.0% | |
| PLTK | A | 0.0% |
IWR Underweight 174 Positions Relative to OPTZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -1.46% | |
| TTMI | B | -1.43% | |
| INTC | C | -1.37% | |
| CRM | A | -1.32% | |
| CRWD | B | -1.3% | |
| BHE | B | -1.29% | |
| ANET | C | -1.29% | |
| DELL | C | -1.28% | |
| QLYS | C | -1.26% | |
| NOW | B | -1.24% | |
| ITRI | B | -1.24% | |
| CDNS | B | -1.22% | |
| SNPS | C | -1.21% | |
| MSI | A | -1.18% | |
| AMD | F | -1.1% | |
| AMAT | F | -1.1% | |
| WIX | A | -1.08% | |
| INFN | C | -1.08% | |
| IBM | D | -1.04% | |
| AAPL | C | -1.04% | |
| VZIO | A | -1.02% | |
| ROP | C | -1.01% | |
| LUMN | C | -0.9% | |
| ACLS | F | -0.88% | |
| IDCC | A | -0.76% | |
| TMUS | A | -0.7% | |
| NFLX | A | -0.68% | |
| META | C | -0.67% | |
| DIS | A | -0.64% | |
| CMCSA | B | -0.63% | |
| T | A | -0.61% | |
| EAT | A | -0.52% | |
| AMC | C | -0.5% | |
| TSLA | B | -0.48% | |
| WWW | A | -0.47% | |
| NPAB | F | -0.46% | |
| WOOF | D | -0.44% | |
| UNFI | A | -0.39% | |
| HBI | A | -0.39% | |
| AMZN | B | -0.38% | |
| SIG | B | -0.38% | |
| MAR | A | -0.38% | |
| LULU | C | -0.36% | |
| PCT | C | -0.35% | |
| ORLY | A | -0.34% | |
| BZH | B | -0.34% | |
| ANF | C | -0.34% | |
| LOW | A | -0.34% | |
| SBH | A | -0.33% | |
| ALV | C | -0.32% | |
| MCD | D | -0.32% | |
| ODP | F | -0.3% | |
| COST | B | -0.3% | |
| ENR | A | -0.3% | |
| DOLE | D | -0.29% | |
| APO | A | -0.29% | |
| TGT | D | -0.27% | |
| CVS | F | -0.27% | |
| LC | B | -0.27% | |
| EWTX | C | -0.26% | |
| MELI | D | -0.26% | |
| DAN | F | -0.26% | |
| PEP | F | -0.26% | |
| STZ | D | -0.26% | |
| KKR | A | -0.25% | |
| AX | A | -0.25% | |
| CL | D | -0.24% | |
| CAL | D | -0.24% | |
| GS | A | -0.24% | |
| FI | A | -0.24% | |
| AXP | A | -0.23% | |
| TRV | A | -0.22% | |
| V | A | -0.22% | |
| COOP | B | -0.22% | |
| STRL | B | -0.21% | |
| PGR | B | -0.21% | |
| LDI | C | -0.21% | |
| BFH | A | -0.21% | |
| PRG | A | -0.21% | |
| SIGI | A | -0.21% | |
| AER | B | -0.21% | |
| LBPH | A | -0.21% | |
| MCO | C | -0.2% | |
| CRS | A | -0.2% | |
| GATO | D | -0.2% | |
| ZIM | A | -0.19% | |
| ICE | D | -0.19% | |
| PMT | D | -0.19% | |
| NATL | B | -0.19% | |
| CME | A | -0.19% | |
| SPGI | C | -0.19% | |
| HASI | F | -0.18% | |
| NAVI | D | -0.18% | |
| SKYW | A | -0.18% | |
| CB | C | -0.18% | |
| AVNT | A | -0.17% | |
| VERA | B | -0.17% | |
| APD | A | -0.17% | |
| AKRO | C | -0.17% | |
| CLOV | C | -0.17% | |
| GTLS | A | -0.17% | |
| SHW | B | -0.16% | |
| ETNB | D | -0.16% | |
| AIT | A | -0.16% | |
| HQY | A | -0.16% | |
| TPC | C | -0.16% | |
| JBLU | C | -0.15% | |
| TT | A | -0.15% | |
| ISRG | A | -0.15% | |
| PH | A | -0.15% | |
| BV | C | -0.15% | |
| SNDX | D | -0.15% | |
| PCAR | B | -0.15% | |
| ETN | A | -0.15% | |
| DAWN | D | -0.15% | |
| ACHR | B | -0.15% | |
| GFF | A | -0.14% | |
| SYK | A | -0.14% | |
| HON | A | -0.14% | |
| LIVN | C | -0.14% | |
| PBI | C | -0.14% | |
| MRC | B | -0.14% | |
| REVG | A | -0.14% | |
| LIN | D | -0.14% | |
| STGW | B | -0.14% | |
| VRTX | C | -0.14% | |
| CAT | B | -0.14% | |
| ECL | D | -0.14% | |
| UNH | B | -0.13% | |
| SAVA | C | -0.13% | |
| PHIN | A | -0.13% | |
| KRYS | D | -0.13% | |
| BA | F | -0.12% | |
| TMO | D | -0.12% | |
| AHCO | D | -0.12% | |
| KURA | F | -0.12% | |
| RSG | B | -0.12% | |
| COGT | D | -0.12% | |
| WDAY | B | -0.12% | |
| FDX | A | -0.12% | |
| ADBE | F | -0.11% | |
| EXPI | C | -0.11% | |
| OMI | F | -0.11% | |
| CGEM | F | -0.11% | |
| LNTH | F | -0.11% | |
| DYN | F | -0.11% | |
| RHP | B | -0.1% | |
| SBRA | C | -0.1% | |
| EQIX | B | -0.1% | |
| WELL | A | -0.1% | |
| UNIT | B | -0.1% | |
| PRIM | A | -0.09% | |
| TDW | F | -0.09% | |
| RDFN | D | -0.09% | |
| PEB | F | -0.09% | |
| ICLR | F | -0.09% | |
| NMRK | B | -0.09% | |
| SANA | F | -0.08% | |
| NVRI | F | -0.08% | |
| NEXT | B | -0.08% | |
| KNTK | A | -0.07% | |
| CEG | D | -0.07% | |
| BKD | F | -0.07% | |
| AMT | D | -0.07% | |
| SLB | C | -0.06% | |
| OII | B | -0.06% | |
| WHD | B | -0.06% | |
| VAL | F | -0.05% | |
| DUK | C | -0.05% | |
| SO | C | -0.05% | |
| DK | D | -0.05% | |
| SWX | A | -0.05% | |
| WKC | C | -0.05% | |
| HE | 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
OPTZ: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Specialty Retail
Business Services
Oil & Gas Equipment & Services
Diagnostics & Research
Diversified Industrials
Medical Devices
Telecom Services
Engineering & Construction
Insurance - Property & Casualty
Aerospace & Defense
Asset Management
Auto Parts
Building Materials
Capital Markets
Credit Services
Utilities - Regulated Electric
Chemicals
Footwear & Accessories
Compare ETFs
