IWS vs. AVLC ETF Comparison

Comparison of iShares Russell Mid-cap Value ETF (IWS) to Avantis U.S. Large Cap Equity ETF (AVLC)
IWS

iShares Russell Mid-cap Value ETF

IWS Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. 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 Midcap Value Index (the "underlying index"), which measures the performance of the mid-capitalization value sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$135.10

Average Daily Volume

271,151

Number of Holdings *

706

* may have additional holdings in another (foreign) market
AVLC

Avantis U.S. Large Cap Equity ETF

AVLC Description The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. The fund seeks securities of companies that it expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics. Conversely, the fund seeks to underweight or exclude securities it expects to have lower returns, such as securities of companies with lower levels of profitability and less attractive value characteristics

Grade (RS Rating)

Last Trade

$68.99

Average Daily Volume

18,947

Number of Holdings *

975

* may have additional holdings in another (foreign) market
Performance
Period IWS AVLC
30 Days 1.53% 3.03%
60 Days 4.98% 7.23%
90 Days 7.44% 8.29%
12 Months 28.97% 33.04%
563 Overlapping Holdings
Symbol Grade Weight in IWS Weight in AVLC Overlap
A F 0.43% 0.06% 0.06%
AA C 0.12% 0.04% 0.04%
AAL B 0.09% 0.01% 0.01%
ACGL C 0.4% 0.14% 0.14%
ACHC F 0.04% 0.01% 0.01%
ACM B 0.16% 0.02% 0.02%
ADM F 0.27% 0.11% 0.11%
AEE B 0.26% 0.08% 0.08%
AES F 0.1% 0.06% 0.06%
AFG A 0.11% 0.06% 0.06%
AFL C 0.66% 0.19% 0.19%
AFRM B 0.12% 0.02% 0.02%
AGCO F 0.06% 0.04% 0.04%
AGO B 0.05% 0.0% 0.0%
AGR C 0.03% 0.01% 0.01%
AIZ A 0.12% 0.05% 0.05%
AJG A 0.64% 0.05% 0.05%
AKAM F 0.15% 0.04% 0.04%
AL B 0.05% 0.01% 0.01%
ALB C 0.13% 0.01% 0.01%
ALGM F 0.03% 0.0% 0.0%
ALGN D 0.07% 0.04% 0.04%
ALK A 0.07% 0.03% 0.03%
ALL B 0.47% 0.19% 0.19%
ALLE D 0.14% 0.02% 0.02%
ALLY C 0.1% 0.06% 0.06%
ALNY D 0.04% 0.04% 0.04%
ALSN B 0.11% 0.02% 0.02%
AM B 0.04% 0.03% 0.03%
AMCR D 0.16% 0.02% 0.02%
AME A 0.48% 0.05% 0.05%
AMG B 0.06% 0.0% 0.0%
AMKR F 0.03% 0.02% 0.02%
AMP A 0.05% 0.26% 0.05%
AN C 0.05% 0.01% 0.01%
ANSS B 0.32% 0.04% 0.04%
AOS F 0.1% 0.04% 0.04%
APA F 0.09% 0.03% 0.03%
APG C 0.09% 0.0% 0.0%
APTV F 0.17% 0.04% 0.04%
AR B 0.09% 0.03% 0.03%
ARMK B 0.11% 0.02% 0.02%
ARW F 0.07% 0.05% 0.05%
ATI F 0.08% 0.06% 0.06%
ATO B 0.23% 0.05% 0.05%
ATR A 0.13% 0.05% 0.05%
AVTR F 0.17% 0.01% 0.01%
AVY F 0.11% 0.03% 0.03%
AWI B 0.05% 0.04% 0.04%
AWK D 0.29% 0.03% 0.03%
AXS A 0.07% 0.05% 0.05%
AXTA A 0.1% 0.04% 0.04%
AYI A 0.11% 0.04% 0.04%
AZEK B 0.02% 0.01% 0.01%
BALL D 0.2% 0.06% 0.06%
BAX F 0.19% 0.02% 0.02%
BBWI C 0.07% 0.01% 0.01%
BBY C 0.21% 0.12% 0.12%
BC D 0.06% 0.02% 0.02%
BEN C 0.07% 0.01% 0.01%
BERY D 0.08% 0.01% 0.01%
BFAM F 0.06% 0.0% 0.0%
BG D 0.13% 0.08% 0.08%
BIIB F 0.27% 0.03% 0.03%
BILL B 0.06% 0.01% 0.01%
BIO C 0.08% 0.01% 0.01%
BIRK F 0.02% 0.0% 0.0%
BJ B 0.13% 0.08% 0.08%
BK B 0.62% 0.18% 0.18%
BKR B 0.47% 0.18% 0.18%
BLD F 0.12% 0.03% 0.03%
BLDR C 0.21% 0.07% 0.07%
BMRN F 0.14% 0.03% 0.03%
BOKF B 0.03% 0.01% 0.01%
BPOP C 0.07% 0.03% 0.03%
BR A 0.03% 0.04% 0.03%
BRBR A 0.1% 0.01% 0.01%
BRKR F 0.03% 0.02% 0.02%
BRO B 0.16% 0.02% 0.02%
BROS B 0.03% 0.01% 0.01%
BWA B 0.08% 0.05% 0.05%
BWXT B 0.1% 0.06% 0.06%
BYD A 0.06% 0.01% 0.01%
CACC D 0.01% 0.01% 0.01%
CACI C 0.14% 0.01% 0.01%
CAG F 0.15% 0.01% 0.01%
CAH B 0.13% 0.03% 0.03%
CAR C 0.01% 0.0% 0.0%
CASY B 0.14% 0.08% 0.08%
CBOE D 0.22% 0.03% 0.03%
CBRE B 0.45% 0.06% 0.06%
CBSH A 0.09% 0.04% 0.04%
CCK D 0.12% 0.02% 0.02%
CCL B 0.26% 0.12% 0.12%
CDW F 0.14% 0.05% 0.05%
CE F 0.07% 0.01% 0.01%
CF B 0.17% 0.09% 0.09%
CFG B 0.22% 0.08% 0.08%
CFR B 0.09% 0.04% 0.04%
CG B 0.12% 0.02% 0.02%
CGNX C 0.08% 0.02% 0.02%
CHD A 0.28% 0.05% 0.05%
CHE D 0.08% 0.02% 0.02%
CHH B 0.01% 0.02% 0.01%
CHRD D 0.09% 0.05% 0.05%
CHRW A 0.14% 0.02% 0.02%
CHTR B 0.4% 0.05% 0.05%
CIEN B 0.11% 0.03% 0.03%
CINF A 0.25% 0.07% 0.07%
CIVI D 0.04% 0.04% 0.04%
CLF F 0.05% 0.04% 0.04%
CLH B 0.14% 0.04% 0.04%
CMA A 0.1% 0.06% 0.06%
CMI A 0.53% 0.2% 0.2%
CMS D 0.22% 0.06% 0.06%
CNA C 0.01% 0.0% 0.0%
CNC F 0.34% 0.08% 0.08%
CNM D 0.03% 0.02% 0.02%
CNP B 0.21% 0.02% 0.02%
CNXC F 0.02% 0.0% 0.0%
COHR C 0.16% 0.03% 0.03%
COIN B 0.09% 0.07% 0.07%
COKE C 0.08% 0.06% 0.06%
COLB A 0.07% 0.0% 0.0%
COTY D 0.03% 0.0% 0.0%
CPB F 0.09% 0.01% 0.01%
CR B 0.09% 0.01% 0.01%
CRL C 0.12% 0.01% 0.01%
CROX F 0.05% 0.05% 0.05%
CRUS F 0.06% 0.04% 0.04%
CSGP F 0.34% 0.04% 0.04%
CSL B 0.19% 0.13% 0.13%
CTLT D 0.12% 0.03% 0.03%
CTRA B 0.2% 0.1% 0.1%
CTSH A 0.43% 0.12% 0.12%
CTVA C 0.44% 0.08% 0.08%
CVNA B 0.19% 0.09% 0.09%
CW C 0.16% 0.03% 0.03%
CWEN D 0.01% 0.0% 0.0%
CWEN D 0.03% 0.0% 0.0%
CWEN D 0.03% 0.01% 0.01%
CWEN D 0.01% 0.01% 0.01%
CZR F 0.1% 0.0% 0.0%
DAL A 0.43% 0.22% 0.22%
DAR B 0.07% 0.02% 0.02%
DAY B 0.12% 0.0% 0.0%
DBX B 0.05% 0.01% 0.01%
DCI A 0.1% 0.06% 0.06%
DD D 0.38% 0.07% 0.07%
DDS B 0.01% 0.01% 0.01%
DFS B 0.47% 0.08% 0.08%
DG F 0.18% 0.06% 0.06%
DGX B 0.19% 0.01% 0.01%
DHI D 0.54% 0.12% 0.12%
DINO D 0.07% 0.04% 0.04%
DKS D 0.11% 0.08% 0.08%
DLB D 0.05% 0.01% 0.01%
DLTR F 0.13% 0.07% 0.07%
DOCS B 0.07% 0.02% 0.02%
DOV A 0.3% 0.03% 0.03%
DOW F 0.35% 0.15% 0.15%
DOX C 0.11% 0.03% 0.03%
DPZ C 0.11% 0.02% 0.02%
DRI B 0.1% 0.1% 0.1%
DTE D 0.26% 0.07% 0.07%
DTM A 0.1% 0.03% 0.03%
DVN F 0.27% 0.14% 0.14%
DXC B 0.04% 0.0% 0.0%
EA A 0.46% 0.06% 0.06%
EBAY C 0.34% 0.14% 0.14%
ED D 0.37% 0.09% 0.09%
EEFT C 0.05% 0.0% 0.0%
EFX F 0.29% 0.02% 0.02%
EG D 0.14% 0.07% 0.07%
EHC B 0.11% 0.03% 0.03%
EIX C 0.34% 0.09% 0.09%
ELAN C 0.07% 0.01% 0.01%
EME B 0.16% 0.15% 0.15%
EMN D 0.13% 0.05% 0.05%
EPAM B 0.13% 0.04% 0.04%
EQT B 0.25% 0.1% 0.1%
ES D 0.23% 0.02% 0.02%
ESAB B 0.08% 0.01% 0.01%
ESI B 0.07% 0.0% 0.0%
ETR B 0.34% 0.12% 0.12%
ETSY D 0.02% 0.0% 0.0%
EVR B 0.12% 0.04% 0.04%
EVRG A 0.15% 0.05% 0.05%
EWBC B 0.15% 0.08% 0.08%
EXAS F 0.06% 0.01% 0.01%
EXC C 0.41% 0.1% 0.1%
EXEL B 0.02% 0.03% 0.02%
EXP B 0.03% 0.08% 0.03%
EXPD C 0.15% 0.09% 0.09%
FAF C 0.07% 0.03% 0.03%
FANG C 0.37% 0.17% 0.17%
FAST B 0.08% 0.2% 0.08%
FBIN F 0.11% 0.02% 0.02%
FCN F 0.08% 0.02% 0.02%
FCNCA B 0.28% 0.12% 0.12%
FDS A 0.13% 0.04% 0.04%
FE D 0.26% 0.02% 0.02%
FFIV B 0.15% 0.03% 0.03%
FHN A 0.12% 0.04% 0.04%
FICO B 0.09% 0.07% 0.07%
FIS B 0.54% 0.06% 0.06%
FITB A 0.34% 0.13% 0.13%
FIVE F 0.01% 0.02% 0.01%
FLO F 0.04% 0.0% 0.0%
FLS B 0.09% 0.02% 0.02%
FMC F 0.08% 0.04% 0.04%
FNB B 0.06% 0.0% 0.0%
FND F 0.07% 0.05% 0.05%
FNF C 0.17% 0.08% 0.08%
FOX A 0.06% 0.02% 0.02%
FOXA A 0.11% 0.04% 0.04%
FRPT B 0.05% 0.02% 0.02%
FSLR F 0.22% 0.11% 0.11%
FTI B 0.13% 0.08% 0.08%
FTV C 0.29% 0.01% 0.01%
FYBR D 0.09% 0.05% 0.05%
G B 0.09% 0.02% 0.02%
GAP B 0.05% 0.04% 0.04%
GEHC D 0.37% 0.03% 0.03%
GFS C 0.05% 0.01% 0.01%
GGG B 0.16% 0.05% 0.05%
GIS F 0.4% 0.03% 0.03%
GL B 0.11% 0.06% 0.06%
GLOB B 0.03% 0.02% 0.02%
GLW B 0.4% 0.09% 0.09%
GME C 0.1% 0.02% 0.02%
GMED B 0.1% 0.03% 0.03%
GNRC B 0.06% 0.06% 0.06%
GNTX C 0.08% 0.03% 0.03%
GPC D 0.18% 0.06% 0.06%
GPK D 0.1% 0.06% 0.06%
GPN B 0.31% 0.01% 0.01%
GRMN A 0.36% 0.09% 0.09%
GWRE A 0.1% 0.03% 0.03%
GWW B 0.07% 0.23% 0.07%
GXO B 0.08% 0.01% 0.01%
H B 0.06% 0.01% 0.01%
HAL C 0.28% 0.13% 0.13%
HAS D 0.01% 0.02% 0.01%
HBAN A 0.27% 0.11% 0.11%
HCP A 0.01% 0.0% 0.0%
HES B 0.15% 0.19% 0.15%
HIG C 0.37% 0.19% 0.19%
HII F 0.09% 0.04% 0.04%
HLI B 0.1% 0.02% 0.02%
HLT A 0.32% 0.05% 0.05%
HOLX D 0.19% 0.03% 0.03%
HOOD B 0.22% 0.05% 0.05%
HPE B 0.31% 0.08% 0.08%
HPQ B 0.3% 0.05% 0.05%
HRB D 0.07% 0.04% 0.04%
HRL F 0.1% 0.02% 0.02%
HSIC F 0.09% 0.01% 0.01%
HSY F 0.24% 0.09% 0.09%
HUBB C 0.27% 0.04% 0.04%
HUM D 0.38% 0.05% 0.05%
HWM B 0.47% 0.05% 0.05%
HXL F 0.05% 0.01% 0.01%
IBKR A 0.19% 0.02% 0.02%
IDA A 0.06% 0.01% 0.01%
IEX B 0.19% 0.03% 0.03%
IFF F 0.26% 0.06% 0.06%
ILMN C 0.26% 0.04% 0.04%
INCY B 0.14% 0.03% 0.03%
INFA F 0.02% 0.0% 0.0%
INGR B 0.11% 0.07% 0.07%
IONS F 0.01% 0.01% 0.01%
IP B 0.22% 0.13% 0.13%
IPG F 0.12% 0.01% 0.01%
IPGP C 0.02% 0.0% 0.0%
IQV F 0.38% 0.04% 0.04%
IR A 0.45% 0.05% 0.05%
ITT A 0.14% 0.04% 0.04%
IVZ B 0.07% 0.02% 0.02%
J D 0.2% 0.01% 0.01%
JAZZ B 0.08% 0.04% 0.04%
JBHT C 0.17% 0.08% 0.08%
JBL C 0.15% 0.11% 0.11%
JEF B 0.1% 0.08% 0.08%
JHG A 0.06% 0.02% 0.02%
JKHY C 0.14% 0.04% 0.04%
JLL C 0.1% 0.05% 0.05%
JNPR D 0.14% 0.02% 0.02%
K A 0.23% 0.03% 0.03%
KBR D 0.1% 0.01% 0.01%
KD A 0.07% 0.04% 0.04%
KEX A 0.08% 0.04% 0.04%
KEY B 0.19% 0.06% 0.06%
KEYS C 0.31% 0.07% 0.07%
KMI B 0.56% 0.1% 0.1%
KMX B 0.12% 0.05% 0.05%
KNX C 0.1% 0.04% 0.04%
KR A 0.43% 0.2% 0.2%
KVUE A 0.49% 0.06% 0.06%
L A 0.16% 0.07% 0.07%
LAD B 0.11% 0.03% 0.03%
LBRDA C 0.01% 0.0% 0.0%
LBRDK C 0.09% 0.02% 0.02%
LCID F 0.02% 0.01% 0.01%
LDOS C 0.29% 0.03% 0.03%
LEA F 0.06% 0.03% 0.03%
LECO C 0.09% 0.06% 0.06%
LEN D 0.02% 0.18% 0.02%
LEN D 0.45% 0.01% 0.01%
LEN D 0.02% 0.01% 0.01%
LEN D 0.45% 0.18% 0.18%
LFUS D 0.07% 0.02% 0.02%
LH B 0.22% 0.04% 0.04%
LHX B 0.53% 0.03% 0.03%
LKQ C 0.11% 0.01% 0.01%
LNC B 0.06% 0.01% 0.01%
LNG B 0.25% 0.22% 0.22%
LNT C 0.16% 0.03% 0.03%
LPX A 0.02% 0.06% 0.02%
LSCC D 0.01% 0.01% 0.01%
LSTR B 0.07% 0.04% 0.04%
LUV B 0.21% 0.08% 0.08%
LW B 0.09% 0.02% 0.02%
LYB F 0.24% 0.12% 0.12%
LYFT B 0.02% 0.01% 0.01%
M C 0.05% 0.02% 0.02%
MAS D 0.19% 0.02% 0.02%
MASI B 0.04% 0.02% 0.02%
MAT C 0.07% 0.03% 0.03%
MCHP F 0.42% 0.05% 0.05%
MDU D 0.04% 0.02% 0.02%
MGM D 0.09% 0.01% 0.01%
MHK D 0.08% 0.05% 0.05%
MIDD D 0.08% 0.01% 0.01%
MKC D 0.21% 0.01% 0.01%
MKL A 0.18% 0.12% 0.12%
MKSI C 0.08% 0.01% 0.01%
MKTX C 0.11% 0.05% 0.05%
MLM B 0.39% 0.14% 0.14%
MOH F 0.08% 0.07% 0.07%
MOS D 0.1% 0.05% 0.05%
MRO B 0.17% 0.11% 0.11%
MSA D 0.07% 0.02% 0.02%
MSCI B 0.21% 0.04% 0.04%
MSTR B 0.43% 0.07% 0.07%
MTB A 0.38% 0.11% 0.11%
MTCH F 0.09% 0.01% 0.01%
MTD F 0.3% 0.03% 0.03%
MTDR B 0.07% 0.05% 0.05%
MTG C 0.07% 0.04% 0.04%
MTN C 0.01% 0.01% 0.01%
MTSI B 0.08% 0.01% 0.01%
MTZ B 0.1% 0.03% 0.03%
NDAQ B 0.35% 0.02% 0.02%
NDSN B 0.16% 0.01% 0.01%
NEU C 0.04% 0.01% 0.01%
NFE F 0.0% 0.0% 0.0%
NFG D 0.06% 0.01% 0.01%
NI A 0.17% 0.02% 0.02%
NOV C 0.07% 0.02% 0.02%
NRG C 0.13% 0.06% 0.06%
NTAP D 0.15% 0.07% 0.07%
NTNX B 0.13% 0.02% 0.02%
NTRS A 0.23% 0.11% 0.11%
NUE D 0.41% 0.17% 0.17%
NVR D 0.29% 0.1% 0.1%
NVST C 0.04% 0.0% 0.0%
NVT C 0.14% 0.02% 0.02%
NWS B 0.04% 0.01% 0.01%
NWSA B 0.12% 0.03% 0.03%
NXST C 0.03% 0.01% 0.01%
NYT C 0.1% 0.03% 0.03%
OC A 0.18% 0.1% 0.1%
OGE B 0.09% 0.04% 0.04%
OGN F 0.04% 0.01% 0.01%
OKE A 0.68% 0.19% 0.19%
OKTA C 0.07% 0.02% 0.02%
OLED F 0.05% 0.02% 0.02%
OLLI C 0.07% 0.02% 0.02%
OLN F 0.06% 0.03% 0.03%
OMC A 0.22% 0.02% 0.02%
OMF A 0.07% 0.04% 0.04%
ON F 0.33% 0.13% 0.13%
ONTO F 0.07% 0.02% 0.02%
ORI A 0.1% 0.04% 0.04%
OSK B 0.08% 0.02% 0.02%
OTIS D 0.44% 0.04% 0.04%
OVV C 0.12% 0.07% 0.07%
OZK B 0.05% 0.02% 0.02%
PAG B 0.03% 0.01% 0.01%
PARA B 0.07% 0.01% 0.01%
PATH C 0.01% 0.01% 0.01%
PAYC B 0.05% 0.07% 0.05%
PAYX B 0.33% 0.17% 0.17%
PB B 0.08% 0.02% 0.02%
PCG A 0.48% 0.13% 0.13%
PEG C 0.46% 0.09% 0.09%
PFG C 0.21% 0.09% 0.09%
PFGC B 0.12% 0.06% 0.06%
PHM D 0.3% 0.12% 0.12%
PKG B 0.23% 0.12% 0.12%
PLNT A 0.04% 0.01% 0.01%
PNFP B 0.1% 0.03% 0.03%
PNR A 0.19% 0.01% 0.01%
PNW A 0.11% 0.05% 0.05%
POST D 0.06% 0.0% 0.0%
PPC C 0.02% 0.02% 0.02%
PPG F 0.32% 0.05% 0.05%
PPL A 0.27% 0.07% 0.07%
PR C 0.08% 0.06% 0.06%
PRI B 0.11% 0.07% 0.07%
PRU B 0.47% 0.18% 0.18%
PSN C 0.06% 0.01% 0.01%
PSTG D 0.02% 0.04% 0.02%
PTC B 0.1% 0.03% 0.03%
PVH C 0.06% 0.03% 0.03%
PWR B 0.36% 0.09% 0.09%
QRVO F 0.07% 0.02% 0.02%
R B 0.08% 0.05% 0.05%
RBC B 0.1% 0.02% 0.02%
RCL A 0.38% 0.26% 0.26%
REYN D 0.02% 0.0% 0.0%
RF A 0.26% 0.08% 0.08%
RGA A 0.16% 0.07% 0.07%
RGEN C 0.07% 0.01% 0.01%
RGLD C 0.11% 0.03% 0.03%
RH C 0.04% 0.0% 0.0%
RHI B 0.08% 0.05% 0.05%
RIVN F 0.1% 0.03% 0.03%
RJF A 0.33% 0.11% 0.11%
RL B 0.1% 0.06% 0.06%
RLI A 0.07% 0.03% 0.03%
RMD C 0.29% 0.07% 0.07%
RNR D 0.15% 0.08% 0.08%
ROIV D 0.05% 0.02% 0.02%
ROK B 0.31% 0.04% 0.04%
ROKU C 0.09% 0.02% 0.02%
ROST D 0.39% 0.22% 0.22%
RPM A 0.14% 0.1% 0.1%
RPRX F 0.11% 0.03% 0.03%
RRC B 0.09% 0.04% 0.04%
RRX B 0.13% 0.01% 0.01%
RS C 0.2% 0.07% 0.07%
RVTY C 0.16% 0.02% 0.02%
S B 0.07% 0.01% 0.01%
SAIA B 0.06% 0.07% 0.06%
SAIC D 0.08% 0.0% 0.0%
SAM B 0.02% 0.0% 0.0%
SCI B 0.13% 0.03% 0.03%
SEE C 0.03% 0.01% 0.01%
SEIC A 0.09% 0.03% 0.03%
SF A 0.12% 0.04% 0.04%
SIRI C 0.07% 0.0% 0.0%
SITE D 0.05% 0.01% 0.01%
SJM F 0.13% 0.01% 0.01%
SKX F 0.08% 0.05% 0.05%
SLGN B 0.05% 0.0% 0.0%
SN C 0.06% 0.02% 0.02%
SNA A 0.2% 0.08% 0.08%
SNDR B 0.02% 0.0% 0.0%
SNV B 0.09% 0.03% 0.03%
SNX C 0.1% 0.04% 0.04%
SOFI B 0.12% 0.04% 0.04%
SOLV C 0.11% 0.01% 0.01%
SON F 0.05% 0.02% 0.02%
SPB A 0.03% 0.0% 0.0%
SQ B 0.26% 0.06% 0.06%
SSD F 0.08% 0.04% 0.04%
SSNC C 0.17% 0.01% 0.01%
ST F 0.05% 0.0% 0.0%
STE D 0.23% 0.04% 0.04%
STLD C 0.24% 0.13% 0.13%
STT B 0.31% 0.1% 0.1%
SW B 0.29% 0.1% 0.1%
SWK F 0.15% 0.02% 0.02%
SWKS F 0.15% 0.07% 0.07%
SYF B 0.27% 0.15% 0.15%
SYY D 0.16% 0.07% 0.07%
TAP B 0.11% 0.04% 0.04%
TDY B 0.24% 0.03% 0.03%
TECH D 0.13% 0.02% 0.02%
TER F 0.02% 0.05% 0.02%
TFX F 0.1% 0.03% 0.03%
THC B 0.17% 0.02% 0.02%
THO B 0.06% 0.01% 0.01%
TKO D 0.09% 0.0% 0.0%
TKR F 0.05% 0.03% 0.03%
TOL B 0.17% 0.07% 0.07%
TPG B 0.05% 0.0% 0.0%
TPR A 0.13% 0.08% 0.08%
TRMB B 0.19% 0.02% 0.02%
TROW A 0.28% 0.1% 0.1%
TRU D 0.21% 0.02% 0.02%
TSN B 0.18% 0.04% 0.04%
TTC F 0.1% 0.03% 0.03%
TTEK F 0.11% 0.01% 0.01%
TTWO A 0.33% 0.03% 0.03%
TW B 0.1% 0.02% 0.02%
TWLO B 0.14% 0.03% 0.03%
TXG F 0.01% 0.0% 0.0%
TXT D 0.18% 0.05% 0.05%
TYL B 0.04% 0.04% 0.04%
U F 0.04% 0.01% 0.01%
UAL A 0.31% 0.18% 0.18%
UGI D 0.05% 0.0% 0.0%
UHAL D 0.0% 0.0% 0.0%
UHAL D 0.04% 0.03% 0.03%
UHAL D 0.0% 0.03% 0.0%
UHAL D 0.04% 0.0% 0.0%
UHS D 0.13% 0.06% 0.06%
UI B 0.01% 0.01% 0.01%
ULTA C 0.03% 0.11% 0.03%
UNM A 0.14% 0.05% 0.05%
URI B 0.48% 0.2% 0.2%
USFD B 0.17% 0.01% 0.01%
UTHR B 0.19% 0.1% 0.1%
VFC C 0.08% 0.04% 0.04%
VLTO D 0.15% 0.06% 0.06%
VMC B 0.31% 0.05% 0.05%
VMI B 0.07% 0.05% 0.05%
VNT C 0.07% 0.01% 0.01%
VOYA B 0.09% 0.03% 0.03%
VRSN C 0.16% 0.02% 0.02%
VTRS B 0.17% 0.09% 0.09%
W F 0.04% 0.0% 0.0%
WAB B 0.38% 0.04% 0.04%
WAL B 0.11% 0.06% 0.06%
WAT B 0.1% 0.05% 0.05%
WBA D 0.07% 0.0% 0.0%
WBD B 0.24% 0.03% 0.03%
WBS A 0.11% 0.05% 0.05%
WCC B 0.1% 0.07% 0.07%
WDC D 0.25% 0.03% 0.03%
WEC B 0.33% 0.04% 0.04%
WEX D 0.07% 0.01% 0.01%
WH A 0.07% 0.01% 0.01%
WHR B 0.06% 0.0% 0.0%
WLK F 0.05% 0.03% 0.03%
WMB B 0.74% 0.29% 0.29%
WMS F 0.06% 0.07% 0.06%
WOLF F 0.01% 0.0% 0.0%
WRB B 0.19% 0.07% 0.07%
WSC F 0.06% 0.01% 0.01%
WSM F 0.07% 0.12% 0.07%
WSO B 0.2% 0.05% 0.05%
WST B 0.1% 0.05% 0.05%
WTFC B 0.09% 0.05% 0.05%
WTRG C 0.11% 0.01% 0.01%
WTW A 0.35% 0.02% 0.02%
WWD B 0.12% 0.03% 0.03%
WYNN C 0.09% 0.01% 0.01%
X D 0.1% 0.03% 0.03%
XEL A 0.41% 0.11% 0.11%
XRAY F 0.04% 0.0% 0.0%
XYL F 0.33% 0.04% 0.04%
YUM B 0.26% 0.04% 0.04%
Z B 0.13% 0.02% 0.02%
ZBH C 0.24% 0.05% 0.05%
ZBRA B 0.17% 0.03% 0.03%
ZG B 0.04% 0.01% 0.01%
ZI C 0.04% 0.0% 0.0%
ZION B 0.09% 0.05% 0.05%
ZM B 0.23% 0.04% 0.04%
IWS Overweight 149 Positions Relative to AVLC
Symbol Grade Weight
DLR C 0.64%
O D 0.54%
CCI F 0.5%
SPG A 0.47%
FERG B 0.42%
EXR D 0.38%
AVB B 0.36%
VICI D 0.35%
EQR C 0.3%
VTR C 0.29%
SBAC D 0.26%
WY F 0.25%
EXE A 0.23%
COO D 0.22%
INVH D 0.22%
ESS C 0.21%
ARE F 0.21%
MAA C 0.2%
KIM A 0.18%
SUI F 0.17%
DOC C 0.17%
GEN B 0.17%
UDR C 0.16%
IRM D 0.16%
REG A 0.15%
HST D 0.14%
CPT C 0.14%
BXP D 0.14%
GLPI D 0.14%
ELS B 0.14%
WPC F 0.13%
AMH C 0.13%
FWONK A 0.12%
CUBE D 0.12%
NLY C 0.11%
OHI C 0.11%
CNH D 0.1%
REXR F 0.1%
FRT B 0.1%
ACI C 0.09%
VNO C 0.09%
CART C 0.09%
LAMR D 0.09%
EGP D 0.09%
BRX A 0.09%
FR D 0.08%
AGNC C 0.08%
ADC A 0.08%
NNN F 0.08%
STWD C 0.07%
COLD F 0.07%
AZPN A 0.07%
HR C 0.07%
STAG D 0.07%
AVT C 0.06%
CCCS B 0.06%
RITM C 0.06%
LITE B 0.06%
THG A 0.06%
AMTM D 0.05%
LINE F 0.05%
GTES B 0.05%
RYN F 0.05%
WTM A 0.05%
CUZ B 0.05%
KRC C 0.05%
SLM A 0.05%
LBTYK F 0.04%
VAC B 0.04%
HUN F 0.04%
LBTYA F 0.04%
LOPE B 0.04%
EPR D 0.04%
FHB B 0.04%
TNL A 0.04%
HIW D 0.04%
PII F 0.04%
PRGO C 0.04%
DNB B 0.04%
NWL B 0.04%
MSGS B 0.04%
VNOM C 0.04%
IAC F 0.04%
HOG D 0.04%
MSM C 0.04%
ASH F 0.04%
KMPR A 0.04%
CPRI F 0.03%
YETI D 0.03%
AZTA F 0.03%
PINC B 0.03%
SHC D 0.03%
QDEL F 0.03%
ENOV C 0.03%
MP C 0.03%
WU F 0.03%
HHH B 0.03%
CC C 0.03%
COLM B 0.03%
VIRT B 0.03%
CXT F 0.03%
MPW F 0.03%
LLYVK B 0.03%
NSA D 0.03%
PK C 0.03%
MAN F 0.03%
AMED F 0.03%
BHF B 0.03%
SMG D 0.03%
PENN B 0.03%
IRDM B 0.03%
SPR F 0.03%
ECG D 0.03%
TRIP D 0.02%
LEG F 0.02%
UA B 0.02%
WEN C 0.02%
GO C 0.02%
CRI D 0.02%
UAA B 0.02%
VSTS D 0.02%
QS F 0.02%
CLVT F 0.02%
FTRE D 0.02%
KSS D 0.02%
ALAB C 0.02%
RKT F 0.02%
RCM B 0.02%
AAP C 0.02%
JWN B 0.02%
HAYW B 0.02%
ADT C 0.02%
PLTK B 0.01%
DJT C 0.01%
SEB F 0.01%
TFSL A 0.01%
FWONA B 0.01%
AS B 0.01%
PYCR B 0.01%
LLYVA B 0.01%
DV C 0.01%
CERT F 0.01%
NCNO B 0.01%
LOAR C 0.0%
PARAA B 0.0%
SEG F 0.0%
UWMC F 0.0%
GRAL B 0.0%
LAZ C 0.0%
IWS Underweight 418 Positions Relative to AVLC
Symbol Grade Weight
AAPL C -5.32%
NVDA A -4.93%
MSFT C -4.41%
AMZN A -2.98%
META B -2.31%
GOOGL C -1.59%
GOOG C -1.32%
AVGO C -1.18%
JPM A -1.17%
XOM B -1.04%
COST B -0.93%
LLY F -0.78%
TSLA B -0.7%
BRK.A B -0.66%
MA B -0.65%
WMT A -0.63%
CVX A -0.63%
JNJ D -0.6%
V A -0.58%
HD B -0.56%
CAT B -0.55%
WFC A -0.53%
QCOM F -0.52%
UNP D -0.48%
NFLX A -0.47%
ABBV F -0.45%
PGR A -0.45%
VZ D -0.44%
TJX A -0.43%
GS B -0.43%
T A -0.42%
ORCL A -0.42%
BAC A -0.41%
AXP B -0.4%
KO F -0.4%
CRM B -0.4%
PG C -0.39%
GILD B -0.38%
AMAT F -0.38%
CMCSA B -0.38%
COP C -0.38%
LRCX F -0.37%
UNH B -0.36%
ADP A -0.36%
MELI D -0.36%
AMD F -0.34%
MS A -0.34%
MRK F -0.33%
DE D -0.32%
ADBE C -0.31%
ACN B -0.31%
CSCO A -0.3%
TMUS A -0.3%
PYPL A -0.3%
NOW A -0.29%
GM B -0.29%
TXN B -0.28%
EOG A -0.28%
TGT C -0.28%
PEP D -0.27%
IBM D -0.27%
INTU A -0.26%
TRV B -0.26%
CSX B -0.26%
TRGP B -0.26%
FDX B -0.25%
VRTX B -0.25%
PCAR B -0.24%
COF B -0.23%
CMG B -0.23%
PNC B -0.22%
MPC D -0.22%
APD B -0.22%
CB C -0.22%
KLAC F -0.22%
NSC B -0.22%
USB B -0.22%
C B -0.22%
LMT D -0.22%
AMGN F -0.21%
AIG B -0.21%
FCX F -0.21%
LIN D -0.21%
MSI B -0.21%
MU D -0.2%
ZTS D -0.2%
SCHW B -0.2%
F C -0.2%
ABT C -0.2%
MET C -0.2%
TFC B -0.19%
PSX C -0.19%
MMM C -0.19%
UPS C -0.19%
GE D -0.19%
FTNT B -0.19%
TSCO D -0.18%
CL F -0.18%
PM B -0.18%
PANW B -0.18%
NKE F -0.17%
ANET C -0.17%
INTC C -0.17%
BMY B -0.17%
DIS B -0.17%
ISRG A -0.17%
DECK B -0.16%
MCD C -0.16%
ADI D -0.16%
RTX D -0.16%
APO B -0.16%
DUK D -0.16%
PLTR B -0.16%
VLO C -0.16%
LULU B -0.15%
OXY F -0.15%
KKR B -0.15%
TMO F -0.15%
PFE F -0.15%
SHW A -0.14%
ETN B -0.14%
GEV B -0.14%
REGN F -0.14%
ELV F -0.14%
KMB D -0.14%
AEP D -0.14%
HON B -0.14%
APP B -0.14%
ODFL B -0.14%
VRT B -0.13%
APH B -0.13%
BKNG A -0.13%
TPL B -0.13%
DHR F -0.13%
TT B -0.13%
CDNS B -0.12%
MDT D -0.12%
CPNG B -0.12%
LOW B -0.12%
SNPS C -0.12%
VRSK A -0.12%
BSX A -0.12%
ITW B -0.12%
WM A -0.12%
CEG D -0.12%
VST B -0.12%
SO D -0.12%
SYK A -0.11%
IDXX F -0.11%
MRVL B -0.11%
BURL C -0.11%
CME B -0.11%
SFM B -0.11%
CTAS B -0.11%
LII B -0.1%
UBER F -0.1%
LPLA A -0.1%
FIX B -0.1%
MCO C -0.1%
CRWD B -0.1%
BX A -0.1%
FLEX B -0.1%
SPGI C -0.09%
SBUX B -0.09%
MMC D -0.09%
ROP A -0.09%
MDLZ F -0.09%
EQH B -0.09%
IT B -0.09%
SLB C -0.09%
LVS C -0.09%
COR B -0.09%
PH A -0.09%
ADSK B -0.09%
TXRH A -0.09%
CPRT A -0.09%
AON B -0.09%
WDAY B -0.08%
POOL D -0.08%
EW F -0.08%
ABNB C -0.08%
NXPI F -0.08%
MO A -0.08%
NCLH B -0.08%
MCK B -0.07%
ICE C -0.07%
ORLY A -0.07%
CI D -0.07%
MUSA B -0.07%
JXN C -0.07%
TDG D -0.07%
FI A -0.07%
MLI B -0.07%
SRE B -0.07%
NEE D -0.07%
GDDY B -0.07%
CRBG C -0.06%
HCA D -0.06%
DELL C -0.06%
TTD B -0.06%
LNTH F -0.06%
MPWR F -0.06%
CARR C -0.06%
MANH C -0.06%
SPOT A -0.06%
CLX A -0.06%
DASH A -0.06%
ANF C -0.06%
ECL C -0.06%
BA F -0.06%
AZO B -0.05%
ENSG C -0.05%
KDP C -0.05%
NOC D -0.05%
HUBS B -0.05%
SNOW C -0.05%
GD C -0.05%
WFRD F -0.05%
KHC F -0.05%
VEEV B -0.05%
CVS F -0.05%
DOCU B -0.05%
D D -0.05%
TEAM B -0.05%
STZ D -0.05%
ALV C -0.05%
MAR A -0.05%
AIT A -0.05%
CBT C -0.05%
KNSL C -0.05%
DDOG B -0.05%
UFPI B -0.05%
BDX F -0.05%
EMR A -0.05%
JCI A -0.04%
CPAY A -0.04%
NBIX C -0.04%
XPO B -0.04%
CMC B -0.04%
WCN A -0.04%
NET B -0.04%
FN C -0.04%
AXON B -0.04%
TREX C -0.04%
NSIT F -0.04%
CRS B -0.04%
KBH D -0.04%
EXPE B -0.04%
AAON B -0.04%
CHX C -0.04%
DXCM C -0.04%
ERIE F -0.03%
DY C -0.03%
BCC B -0.03%
MOD D -0.03%
PODD B -0.03%
ZS B -0.03%
IBP F -0.03%
ROL C -0.03%
PEGA B -0.03%
ENLC A -0.03%
MDB C -0.03%
HALO C -0.03%
NU B -0.03%
HLNE B -0.03%
EXPO D -0.03%
ESNT D -0.03%
SATS D -0.03%
MUR D -0.03%
MRNA F -0.03%
STX D -0.03%
SSB B -0.03%
MNST B -0.03%
CVLT B -0.03%
ONB B -0.03%
RSG B -0.03%
BAH C -0.03%
ITCI B -0.02%
EXLS B -0.02%
LANC C -0.02%
PCTY B -0.02%
AUR D -0.02%
INSM C -0.02%
CELH F -0.02%
TOST A -0.02%
VKTX F -0.02%
AZN F -0.02%
HOMB A -0.02%
LNW F -0.02%
FSS C -0.02%
SMCI F -0.02%
NTRA B -0.02%
SIGI B -0.02%
BMI B -0.02%
ARES B -0.02%
LYV A -0.02%
SWX B -0.02%
MMSI B -0.02%
MOG.A B -0.02%
DT C -0.02%
COOP B -0.02%
CSWI B -0.02%
MGY B -0.02%
ENTG F -0.02%
MTH D -0.02%
FLR C -0.02%
EL F -0.02%
HESM C -0.02%
QLYS B -0.02%
CADE B -0.02%
PCVX D -0.02%
TMHC B -0.02%
NEM F -0.02%
RVMD C -0.02%
TPX B -0.02%
CHDN B -0.02%
PINS F -0.02%
MEDP D -0.02%
BPMC C -0.01%
RMBS C -0.01%
SNAP C -0.01%
CFLT B -0.01%
CHWY B -0.01%
ADTN B -0.01%
TNET C -0.01%
GTLS B -0.01%
SMMT D -0.01%
CYTK C -0.01%
PI D -0.01%
NPAB F -0.01%
VAL D -0.01%
VERX B -0.01%
DKNG B -0.01%
SUM B -0.01%
ALTR C -0.01%
PEN C -0.01%
NOVT C -0.01%
TDW F -0.01%
HEI A -0.01%
PCOR B -0.01%
ZETA F -0.01%
HQY B -0.01%
FOUR B -0.01%
AVAV C -0.01%
MORN B -0.01%
ESTC C -0.01%
GTLB B -0.01%
KRYS C -0.01%
CWST B -0.01%
DUOL A -0.01%
MARA B -0.01%
VRNS C -0.01%
CWAN B -0.01%
RRR F -0.01%
BECN B -0.01%
APPF B -0.01%
BSY F -0.01%
RYAN B -0.01%
ATKR C -0.01%
RBLX B -0.01%
SRPT F -0.01%
LEVI F -0.01%
XP F -0.01%
BCPC B -0.01%
WTS B -0.01%
SPSC F -0.01%
DVA C -0.01%
LUMN C -0.01%
GKOS B -0.01%
VVV B -0.01%
SMAR A -0.01%
ZWS B -0.01%
WING D -0.01%
IOT B -0.01%
PFSI D -0.01%
PBF F -0.01%
SM C -0.01%
ENPH F -0.01%
MDGL C -0.01%
CRSP D -0.0%
RARE F -0.0%
HIMS C -0.0%
EMBC C -0.0%
KLG F -0.0%
AGL F -0.0%
FG B -0.0%
SEDG F -0.0%
FFIN B -0.0%
RNA B -0.0%
IMVT D -0.0%
BRZE C -0.0%
CRVL B -0.0%
GBCI B -0.0%
BBIO F -0.0%
APLS F -0.0%
ALKS C -0.0%
FIZZ C -0.0%
PLUG D -0.0%
TDC F -0.0%
RDN C -0.0%
HRI C -0.0%
WK B -0.0%
ALIT C -0.0%
TENB C -0.0%
FRHC A -0.0%
OPCH F -0.0%
OWL B -0.0%
CRDO C -0.0%
INSP F -0.0%
MMS F -0.0%
ACT C -0.0%
TMDX F -0.0%
RDDT B -0.0%
NUVL D -0.0%
RBRK B -0.0%
FLUT A -0.0%
HEI A -0.0%
ELF C -0.0%
Compare ETFs