IWS vs. SCHI ETF Comparison

Comparison of iShares Russell Mid-cap Value ETF (IWS) to Schwab 5-10 Year Corporate Bond ETF (SCHI)

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

$130.51

Average Daily Volume

287,737

Number of Holdings ^*

706

* may have additional holdings in another (foreign) market

SCHI

Schwab 5-10 Year Corporate Bond ETF

SCHI Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 5-10 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$45.89

Average Daily Volume

545,221

Number of Holdings ^*

471

* may have additional holdings in another (foreign) market

Performance

Period	IWS	SCHI
30 Days	1.53%	1.11%
60 Days	5.82%	1.90%
90 Days	9.68%	4.70%
12 Months	30.00%	15.53%

258 Overlapping Holdings

Symbol	Grade	Weight in IWS	Weight in SCHI	Overlap
A	B	0.48%	0.01%	0.01%
AAL	D	0.08%	0.01%	0.01%
AAP	F	0.03%	0.01%	0.01%
ACGL	A	0.46%	0.02%	0.02%
ADC	B	0.08%	0.03%	0.03%
ADM	F	0.32%	0.05%	0.05%
AEE	A	0.26%	0.01%	0.01%
AES	C	0.16%	0.03%	0.03%
AFG	B	0.11%	0.02%	0.02%
AFL	A	0.71%	0.02%	0.02%
AGO	B	0.05%	0.02%	0.02%
AGR	B	0.03%	0.02%	0.02%
AIZ	B	0.12%	0.02%	0.02%
AL	D	0.05%	0.01%	0.01%
ALL	C	0.47%	0.02%	0.02%
ALLE	A	0.14%	0.02%	0.02%
AMCR	C	0.18%	0.05%	0.05%
AMG	B	0.06%	0.02%	0.02%
AMH	D	0.14%	0.01%	0.01%
AN	D	0.05%	0.02%	0.02%
APTV	D	0.22%	0.02%	0.02%
ARE	D	0.23%	0.02%	0.02%
ARW	C	0.08%	0.02%	0.02%
ATO	A	0.23%	0.02%	0.02%
AVB	C	0.35%	0.01%	0.01%
AVT	C	0.05%	0.03%	0.03%
AVY	D	0.12%	0.02%	0.02%
AWK	C	0.32%	0.01%	0.01%
AXS	A	0.07%	0.02%	0.02%
AYI	A	0.1%	0.02%	0.02%
BAX	D	0.21%	0.03%	0.03%
BBY	C	0.25%	0.02%	0.02%
BC	D	0.06%	0.04%	0.04%
BEN	F	0.06%	0.03%	0.03%
BG	F	0.15%	0.03%	0.03%
BHF	F	0.03%	0.04%	0.03%
BIIB	F	0.31%	0.07%	0.07%
BK	C	0.59%	0.02%	0.02%
BR	B	0.02%	0.03%	0.02%
BRO	A	0.16%	0.03%	0.03%
BRX	C	0.09%	0.03%	0.03%
BWA	C	0.09%	0.07%	0.07%
BXP	C	0.14%	0.03%	0.03%
CAG	D	0.17%	0.04%	0.04%
CAH	B	0.12%	0.08%	0.08%
CBOE	B	0.25%	0.03%	0.03%
CCI	C	0.58%	0.02%	0.02%
CFG	D	0.2%	0.02%	0.02%
CHD	D	0.29%	0.01%	0.01%
CHH	C	0.01%	0.01%	0.01%
CHRW	C	0.14%	0.05%	0.05%
CHTR	D	0.35%	0.06%	0.06%
CMA	C	0.09%	0.03%	0.03%
CMI	A	0.5%	0.05%	0.05%
CMS	A	0.24%	0.01%	0.01%
CNA	D	0.01%	0.02%	0.01%
CNP	B	0.21%	0.02%	0.02%
CPB	D	0.1%	0.02%	0.02%
CPT	C	0.14%	0.04%	0.04%
CSL	A	0.2%	0.02%	0.02%
CTRA	D	0.2%	0.03%	0.03%
CTVA	A	0.46%	0.03%	0.03%
CUBE	C	0.13%	0.04%	0.04%
DAL	C	0.36%	0.04%	0.04%
DD	C	0.41%	0.13%	0.13%
DFS	C	0.38%	0.02%	0.02%
DG	F	0.21%	0.02%	0.02%
DGX	C	0.19%	0.05%	0.05%
DHI	C	0.64%	0.03%	0.03%
DLR	C	0.58%	0.03%	0.03%
DLTR	F	0.16%	0.07%	0.07%
DOC	C	0.18%	0.02%	0.02%
DOV	B	0.29%	0.02%	0.02%
DOW	B	0.43%	0.02%	0.02%
DOX	B	0.11%	0.04%	0.04%
DRI	C	0.1%	0.03%	0.03%
DTE	A	0.3%	0.02%	0.02%
DVN	F	0.28%	0.02%	0.02%
EA	D	0.43%	0.03%	0.03%
EBAY	A	0.37%	0.03%	0.03%
ED	A	0.41%	0.01%	0.01%
EFX	C	0.32%	0.05%	0.05%
EIX	B	0.37%	0.02%	0.02%
EMN	C	0.15%	0.05%	0.05%
EPR	C	0.04%	0.05%	0.04%
EQR	C	0.31%	0.02%	0.02%
ES	D	0.27%	0.01%	0.01%
ESS	D	0.21%	0.02%	0.02%
ETR	A	0.32%	0.01%	0.01%
EVRG	C	0.15%	0.02%	0.02%
EXC	A	0.46%	0.01%	0.01%
EXP	B	0.03%	0.04%	0.03%
EXR	C	0.42%	0.02%	0.02%
FAF	C	0.07%	0.02%	0.02%
FANG	C	0.38%	0.03%	0.03%
FHN	D	0.09%	0.04%	0.04%
FIS	B	0.53%	0.03%	0.03%
FITB	C	0.32%	0.05%	0.05%
FLO	D	0.05%	0.04%	0.04%
FLS	A	0.08%	0.02%	0.02%
FMC	C	0.09%	0.03%	0.03%
FNF	B	0.18%	0.03%	0.03%
FOXA	A	0.11%	0.03%	0.03%
FRT	D	0.1%	0.02%	0.02%
GIS	C	0.47%	0.03%	0.03%
GL	C	0.1%	0.02%	0.02%
GLPI	A	0.15%	0.02%	0.02%
GPC	D	0.22%	0.02%	0.02%
GPN	F	0.29%	0.05%	0.05%
GXO	D	0.07%	0.04%	0.04%
H	C	0.06%	0.02%	0.02%
HAL	D	0.3%	0.06%	0.06%
HAS	A	0.01%	0.03%	0.01%
HBAN	D	0.23%	0.03%	0.03%
HES	C	0.15%	0.05%	0.05%
HIG	B	0.39%	0.03%	0.03%
HII	F	0.12%	0.02%	0.02%
HIW	C	0.04%	0.03%	0.03%
HPQ	C	0.29%	0.02%	0.02%
HR	D	0.08%	0.01%	0.01%
HRB	C	0.08%	0.01%	0.01%
HRL	F	0.1%	0.03%	0.03%
HST	D	0.14%	0.03%	0.03%
HSY	F	0.27%	0.02%	0.02%
HUBB	B	0.26%	0.02%	0.02%
HUM	F	0.38%	0.02%	0.02%
HUN	C	0.04%	0.02%	0.02%
IEX	D	0.18%	0.04%	0.04%
IFF	C	0.3%	0.03%	0.03%
ILMN	B	0.23%	0.02%	0.02%
INGR	B	0.1%	0.04%	0.04%
INVH	F	0.24%	0.03%	0.03%
IPG	D	0.13%	0.03%	0.03%
JBL	D	0.14%	0.02%	0.02%
JEF	A	0.09%	0.02%	0.02%
JNPR	B	0.14%	0.03%	0.03%
K	A	0.24%	0.03%	0.03%
KEX	C	0.08%	0.03%	0.03%
KEY	C	0.17%	0.08%	0.08%
KEYS	C	0.3%	0.02%	0.02%
KIM	C	0.17%	0.01%	0.01%
KMI	A	0.49%	0.02%	0.02%
KMPR	D	0.04%	0.01%	0.01%
KR	C	0.42%	0.03%	0.03%
KRC	C	0.05%	0.02%	0.02%
KSS	D	0.03%	0.03%	0.03%
L	D	0.16%	0.02%	0.02%
LAZ	C	0.0%	0.01%	0.0%
LDOS	A	0.25%	0.09%	0.09%
LEA	F	0.07%	0.01%	0.01%
LEG	D	0.02%	0.02%	0.02%
LEN	B	0.5%	0.05%	0.05%
LEN	B	0.02%	0.05%	0.02%
LH	D	0.21%	0.06%	0.06%
LHX	A	0.52%	0.03%	0.03%
LNC	D	0.06%	0.03%	0.03%
LNT	A	0.18%	0.02%	0.02%
LUV	B	0.2%	0.01%	0.01%
LYB	F	0.28%	0.02%	0.02%
MAA	D	0.21%	0.03%	0.03%
MAS	A	0.21%	0.05%	0.05%
MHK	B	0.09%	0.01%	0.01%
MKC	C	0.24%	0.02%	0.02%
MKL	D	0.17%	0.01%	0.01%
MLM	F	0.35%	0.02%	0.02%
MOS	F	0.1%	0.05%	0.05%
MRO	C	0.17%	0.07%	0.07%
NDAQ	B	0.34%	0.03%	0.03%
NEU	F	0.04%	0.02%	0.02%
NFG	A	0.06%	0.01%	0.01%
NI	A	0.18%	0.04%	0.04%
NNN	A	0.1%	0.02%	0.02%
NOV	F	0.07%	0.03%	0.03%
NTAP	D	0.16%	0.02%	0.02%
NTRS	C	0.2%	0.03%	0.03%
NUE	D	0.41%	0.03%	0.03%
NVR	C	0.32%	0.05%	0.05%
NVT	D	0.13%	0.02%	0.02%
O	A	0.62%	0.05%	0.05%
OC	C	0.17%	0.05%	0.05%
OGE	A	0.09%	0.01%	0.01%
OHI	C	0.11%	0.03%	0.03%
OKE	A	0.6%	0.02%	0.02%
OMC	C	0.22%	0.03%	0.03%
OSK	F	0.07%	0.02%	0.02%
OTIS	A	0.47%	0.04%	0.04%
PCG	C	0.48%	0.01%	0.01%
PEG	A	0.51%	0.02%	0.02%
PFG	C	0.22%	0.01%	0.01%
PHM	A	0.33%	0.03%	0.03%
PKG	B	0.21%	0.06%	0.06%
PNR	B	0.18%	0.04%	0.04%
PNW	B	0.12%	0.02%	0.02%
PPG	D	0.34%	0.02%	0.02%
PPL	B	0.28%	0.03%	0.03%
PRU	C	0.48%	0.02%	0.02%
PWR	B	0.33%	0.05%	0.05%
QRVO	F	0.11%	0.07%	0.07%
R	C	0.07%	0.02%	0.02%
REG	C	0.15%	0.02%	0.02%
REXR	D	0.12%	0.02%	0.02%
RGA	C	0.16%	0.02%	0.02%
RJF	B	0.26%	0.04%	0.04%
RL	B	0.09%	0.04%	0.04%
RNR	A	0.16%	0.02%	0.02%
ROK	C	0.31%	0.02%	0.02%
ROST	D	0.42%	0.02%	0.02%
RPM	B	0.13%	0.02%	0.02%
RPRX	D	0.12%	0.04%	0.04%
RS	D	0.19%	0.03%	0.03%
RYN	C	0.05%	0.04%	0.04%
SF	A	0.1%	0.02%	0.02%
SJM	D	0.14%	0.02%	0.02%
SNA	A	0.17%	0.02%	0.02%
SNX	D	0.1%	0.03%	0.03%
SON	D	0.06%	0.02%	0.02%
SPG	A	0.46%	0.03%	0.03%
STE	D	0.26%	0.05%	0.05%
STLD	B	0.22%	0.01%	0.01%
STT	C	0.29%	0.03%	0.03%
SUI	D	0.19%	0.02%	0.02%
SWK	C	0.19%	0.02%	0.02%
SWKS	F	0.17%	0.03%	0.03%
SYF	B	0.22%	0.04%	0.04%
SYY	C	0.17%	0.03%	0.03%
TDY	A	0.23%	0.03%	0.03%
THG	C	0.06%	0.01%	0.01%
TKR	D	0.06%	0.02%	0.02%
TPR	C	0.12%	0.04%	0.04%
TRMB	B	0.17%	0.05%	0.05%
TSN	D	0.19%	0.13%	0.13%
TXT	F	0.18%	0.02%	0.02%
UAL	B	0.21%	0.02%	0.02%
UDR	C	0.17%	0.02%	0.02%
UHS	D	0.15%	0.04%	0.04%
UNM	A	0.12%	0.02%	0.02%
URI	C	0.46%	0.05%	0.05%
VFC	B	0.08%	0.02%	0.02%
VMC	D	0.27%	0.02%	0.02%
VNO	B	0.08%	0.02%	0.02%
VNT	F	0.06%	0.03%	0.03%
VOYA	A	0.09%	0.01%	0.01%
VRSN	B	0.17%	0.05%	0.05%
VTR	C	0.29%	0.01%	0.01%
WAB	A	0.36%	0.04%	0.04%
WBA	F	0.07%	0.02%	0.02%
WBS	D	0.09%	0.02%	0.02%
WEC	A	0.34%	0.01%	0.01%
WHR	C	0.06%	0.02%	0.02%
WMB	A	0.63%	0.02%	0.02%
WPC	C	0.15%	0.03%	0.03%
WTRG	D	0.11%	0.02%	0.02%
WU	D	0.03%	0.01%	0.01%
WY	C	0.28%	0.03%	0.03%
XEL	B	0.41%	0.01%	0.01%
XRAY	D	0.06%	0.06%	0.06%
XYL	C	0.36%	0.02%	0.02%
ZBH	F	0.25%	0.05%	0.05%

IWS Overweight 448 Positions Relative to SCHI

Symbol	Grade	Weight
AJG	D	0.65%
KVUE	C	0.49%
MCHP	F	0.46%
CNC	F	0.44%
AME	D	0.44%
IR	B	0.44%
CTSH	B	0.43%
HWM	A	0.43%
IQV	F	0.42%
FERG	F	0.42%
CBRE	B	0.42%
GEHC	C	0.41%
BKR	B	0.41%
GLW	C	0.38%
VICI	C	0.38%
MTD	B	0.35%
CSGP	F	0.34%
ON	F	0.34%
WTW	C	0.34%
PAYX	A	0.33%
MTB	C	0.32%
FTV	C	0.31%
ANSS	D	0.31%
HLT	B	0.31%
GRMN	D	0.3%
RCL	C	0.3%
FSLR	C	0.29%
FE	C	0.29%
HPE	B	0.29%
TTWO	F	0.29%
SBAC	C	0.29%
RMD	C	0.28%
SW	C	0.28%
MSTR	B	0.27%
YUM	B	0.27%
TROW	D	0.26%
WDC	C	0.25%
CINF	A	0.24%
COO	C	0.24%
SQ	D	0.24%
BLDR	B	0.24%
FCNCA	D	0.24%
LNG	A	0.23%
RF	C	0.23%
BALL	C	0.23%
WBD	D	0.22%
EQT	B	0.22%
HOLX	D	0.21%
CHK	D	0.21%
MSCI	B	0.21%
TRU	A	0.21%
CCL	C	0.2%
ZM	C	0.2%
WRB	C	0.19%
IP	C	0.19%
WSO	C	0.19%
AVTR	D	0.19%
UTHR	C	0.18%
TOL	A	0.18%
SSNC	C	0.18%
CF	A	0.18%
J	F	0.18%
GEN	B	0.17%
IRM	A	0.17%
NDSN	C	0.17%
HOOD	C	0.17%
VLTO	A	0.17%
AKAM	D	0.17%
EXPD	D	0.17%
RVTY	C	0.17%
THC	D	0.17%
JBHT	D	0.16%
ACM	A	0.16%
USFD	C	0.16%
EG	B	0.16%
GGG	C	0.16%
IBKR	A	0.16%
CDW	D	0.16%
ZBRA	C	0.16%
ELS	D	0.15%
JKHY	A	0.15%
BMRN	F	0.15%
VTRS	D	0.15%
EME	C	0.14%
TECH	D	0.14%
ITT	C	0.14%
CLH	C	0.14%
CVNA	A	0.14%
FFIV	B	0.14%
CW	A	0.14%
SCI	D	0.13%
BJ	C	0.13%
FDS	C	0.13%
CCK	C	0.13%
NRG	A	0.13%
KMX	F	0.13%
CASY	D	0.13%
TFX	C	0.13%
COHR	A	0.13%
FTI	B	0.13%
BLD	D	0.13%
PFGC	A	0.12%
Z	C	0.12%
DKS	D	0.12%
LKQ	F	0.12%
ATR	A	0.12%
OVV	D	0.12%
AOS	B	0.12%
RRX	C	0.12%
CTLT	A	0.12%
FBIN	B	0.12%
EWBC	D	0.12%
CE	C	0.12%
ALB	D	0.12%
CACI	A	0.12%
SOLV	C	0.11%
WYNN	B	0.11%
MKTX	B	0.11%
CG	B	0.11%
EHC	B	0.11%
CNH	D	0.11%
MTCH	B	0.11%
DPZ	D	0.11%
AA	B	0.11%
NTNX	C	0.11%
NLY	C	0.11%
TTEK	A	0.11%
CRL	F	0.11%
TAP	D	0.11%
ARMK	B	0.11%
NWSA	D	0.11%
FWONK	D	0.11%
EPAM	F	0.11%
WWD	C	0.11%
INCY	B	0.11%
WST	D	0.1%
LAMR	C	0.1%
RIVN	F	0.1%
ALSN	A	0.1%
RBC	C	0.1%
LAD	C	0.1%
FYBR	C	0.1%
JLL	C	0.1%
CZR	B	0.1%
TWLO	B	0.1%
DCI	C	0.1%
TW	A	0.1%
CIEN	A	0.1%
ORI	B	0.1%
GPK	D	0.1%
EGP	D	0.1%
NYT	C	0.1%
AFRM	C	0.1%
WAL	C	0.1%
TTC	D	0.1%
EVR	C	0.1%
MGM	C	0.1%
HSIC	D	0.1%
PRI	A	0.1%
APA	F	0.1%
RGLD	C	0.1%
AGNC	C	0.09%
HLI	B	0.09%
CR	B	0.09%
MTZ	B	0.09%
DTM	A	0.09%
ALGN	D	0.09%
BERY	C	0.09%
ACI	F	0.09%
X	F	0.09%
WEX	C	0.09%
AXTA	C	0.09%
WSM	B	0.09%
CHE	C	0.09%
COKE	C	0.09%
GMED	D	0.09%
COLD	D	0.09%
ROKU	B	0.09%
KBR	B	0.09%
BRBR	A	0.09%
CHRD	F	0.09%
FCN	C	0.09%
SKX	D	0.09%
BWXT	A	0.09%
ATI	C	0.09%
FND	C	0.09%
GWRE	A	0.09%
PTC	D	0.09%
KNX	D	0.09%
DAY	B	0.09%
GME	D	0.09%
ALLY	F	0.09%
AR	B	0.09%
WAT	B	0.09%
TKO	A	0.09%
WTFC	C	0.08%
RHI	D	0.08%
JAZZ	F	0.08%
WMS	D	0.08%
CBSH	D	0.08%
BFAM	B	0.08%
GNTX	D	0.08%
SEIC	B	0.08%
CROX	C	0.08%
G	A	0.08%
CART	C	0.08%
DINO	D	0.08%
FICO	A	0.08%
RGEN	F	0.08%
STAG	D	0.08%
BBWI	F	0.08%
PNFP	D	0.08%
ELAN	D	0.08%
PR	D	0.08%
SAIC	A	0.08%
WCC	D	0.08%
RRC	C	0.08%
FR	D	0.08%
MIDD	D	0.08%
ONTO	C	0.08%
SSD	B	0.08%
MOH	F	0.08%
APG	F	0.08%
EXAS	C	0.08%
LECO	F	0.08%
DAR	F	0.07%
OLLI	C	0.07%
ESAB	C	0.07%
GWW	B	0.07%
ESI	C	0.07%
MTSI	C	0.07%
AGCO	D	0.07%
BPOP	D	0.07%
SNV	D	0.07%
RLI	A	0.07%
STWD	C	0.07%
PARA	F	0.07%
PB	D	0.07%
LW	D	0.07%
IVZ	B	0.07%
AZPN	B	0.07%
MSA	F	0.07%
LFUS	D	0.07%
CFR	D	0.07%
FAST	C	0.07%
OKTA	F	0.07%
CRUS	D	0.07%
MAT	D	0.07%
CGNX	F	0.07%
BIO	B	0.07%
MTG	B	0.07%
MKSI	F	0.07%
LSTR	F	0.07%
SOFI	C	0.07%
ZION	D	0.07%
LBRDK	B	0.07%
CCCS	D	0.06%
HXL	F	0.06%
W	D	0.06%
WLK	C	0.06%
KD	F	0.06%
FOX	A	0.06%
OMF	F	0.06%
UGI	C	0.06%
COIN	F	0.06%
IDA	D	0.06%
ST	F	0.06%
COLB	C	0.06%
S	D	0.06%
PVH	F	0.06%
WH	C	0.06%
MDU	C	0.06%
MTDR	F	0.06%
SIRI	C	0.06%
SRCL	A	0.06%
RITM	D	0.06%
OLN	C	0.06%
THO	C	0.06%
ACHC	F	0.06%
ALK	C	0.06%
VMI	B	0.06%
SN	A	0.06%
POST	D	0.06%
RH	C	0.05%
CLF	F	0.05%
UHAL	B	0.05%
LITE	A	0.05%
AMP	A	0.05%
DBX	B	0.05%
SITE	D	0.05%
PII	D	0.05%
GAP	F	0.05%
M	F	0.05%
ASH	F	0.05%
EEFT	F	0.05%
SLGN	C	0.05%
FRPT	C	0.05%
BYD	C	0.05%
WTM	C	0.05%
CUZ	C	0.05%
DLB	C	0.05%
OZK	D	0.05%
HOG	D	0.05%
OLED	C	0.05%
LINE	F	0.05%
GNRC	B	0.05%
SAIA	D	0.05%
CPRI	B	0.05%
PSN	A	0.05%
SLM	C	0.05%
FNB	D	0.05%
WSC	D	0.05%
ROIV	D	0.05%
JHG	B	0.05%
OGN	F	0.05%
DOCS	A	0.05%
NWL	F	0.04%
ZI	D	0.04%
NWS	D	0.04%
AM	A	0.04%
NXST	F	0.04%
AMTM	D	0.04%
PLNT	B	0.04%
AMKR	F	0.04%
NSA	C	0.04%
IRDM	B	0.04%
NVST	D	0.04%
VNOM	A	0.04%
SPR	F	0.04%
MAN	D	0.04%
PRGO	F	0.04%
MPW	C	0.04%
COTY	F	0.04%
LBTYK	A	0.04%
DNB	D	0.04%
MSGS	A	0.04%
LBTYA	A	0.04%
U	D	0.04%
GTES	C	0.04%
DXC	B	0.04%
SMG	B	0.04%
TPG	B	0.04%
TYL	B	0.04%
CIVI	F	0.04%
GFS	F	0.04%
IAC	D	0.04%
AWI	A	0.04%
MSM	D	0.04%
ALNY	C	0.04%
BILL	D	0.04%
ENOV	F	0.03%
MP	B	0.03%
CRI	D	0.03%
BOKF	D	0.03%
QDEL	D	0.03%
CNXC	F	0.03%
ULTA	D	0.03%
LLYVK	B	0.03%
HHH	C	0.03%
SHC	C	0.03%
YETI	D	0.03%
VIRT	B	0.03%
AZTA	F	0.03%
SPB	C	0.03%
VAC	D	0.03%
CWEN	C	0.03%
BRKR	D	0.03%
CLVT	D	0.03%
RKT	D	0.03%
ALGM	F	0.03%
MASI	B	0.03%
CC	D	0.03%
CXT	F	0.03%
COLM	D	0.03%
PENN	D	0.03%
LOPE	D	0.03%
SEE	D	0.03%
FHB	D	0.03%
LCID	D	0.03%
CNM	F	0.03%
PK	D	0.03%
ZG	C	0.03%
PAG	D	0.03%
TNL	C	0.03%
AMED	D	0.03%
PAYC	D	0.03%
CERT	F	0.02%
LYFT	D	0.02%
TRIP	F	0.02%
WEN	D	0.02%
INFA	D	0.02%
FTRE	F	0.02%
UA	B	0.02%
UAA	B	0.02%
GO	F	0.02%
REYN	D	0.02%
TER	C	0.02%
PPC	D	0.02%
QS	F	0.02%
BIRK	F	0.02%
PSTG	F	0.02%
VSTS	D	0.02%
IPGP	D	0.02%
AZEK	C	0.02%
PINC	F	0.02%
SAM	D	0.02%
GLOB	C	0.02%
ADT	D	0.02%
ETSY	F	0.02%
LPX	C	0.02%
BROS	F	0.02%
HAYW	C	0.02%
JWN	D	0.02%
RCM	B	0.02%
IONS	F	0.01%
PLTK	C	0.01%
UI	A	0.01%
CACC	F	0.01%
TFSL	F	0.01%
PATH	F	0.01%
TXG	F	0.01%
SEB	F	0.01%
PYCR	D	0.01%
LSCC	D	0.01%
CAR	F	0.01%
AS	B	0.01%
CWEN	C	0.01%
LBRDA	B	0.01%
NCNO	D	0.01%
LLYVA	B	0.01%
FIVE	D	0.01%
MTN	D	0.01%
HCP	A	0.01%
DV	F	0.01%
FWONA	D	0.01%
ALAB	C	0.01%
WOLF	F	0.01%
DDS	D	0.01%
EXEL	B	0.01%
SNDR	C	0.01%
SEG	D	0.0%
LOAR	C	0.0%
PARAA	D	0.0%
NFE	F	0.0%
UWMC	D	0.0%
GRAL	F	0.0%
DJT	F	0.0%
UHAL	B	0.0%

IWS Underweight 214 Positions Relative to SCHI

Symbol	Grade	Weight
DT	B	-0.26%
MSFT	D	-0.23%
AMAT	B	-0.11%
AXP	B	-0.11%
MS	B	-0.11%
EQH	C	-0.1%
TMUS	A	-0.1%
TD	B	-0.09%
ABBV	A	-0.09%
NOW	C	-0.08%
ARCC	A	-0.07%
KOF	D	-0.07%
TT	A	-0.07%
BMO	B	-0.07%
CRM	B	-0.07%
NXPI	F	-0.07%
NVDA	B	-0.07%
BABA	B	-0.07%
T	A	-0.07%
REGN	D	-0.06%
INTU	F	-0.06%
KLAC	B	-0.06%
CNO	C	-0.06%
SLB	D	-0.06%
JD	B	-0.06%
CB	B	-0.06%
BIDU	B	-0.06%
NOC	B	-0.06%
AMGN	D	-0.06%
INTC	D	-0.06%
HCA	C	-0.06%
DB	C	-0.06%
GOOGL	B	-0.06%
NWG	D	-0.06%
AAPL	C	-0.06%
GE	C	-0.06%
AMZN	C	-0.06%
HSBC	A	-0.06%
GP	D	-0.05%
DHR	D	-0.05%
BDN	A	-0.05%
CTAS	C	-0.05%
VRSK	C	-0.05%
LRCX	D	-0.05%
MET	B	-0.05%
ADP	A	-0.05%
TGT	D	-0.05%
TXN	C	-0.05%
ADBE	F	-0.05%
MMC	D	-0.05%
COF	C	-0.05%
GSK	F	-0.05%
AER	D	-0.05%
XOM	A	-0.05%
VOD	D	-0.05%
GS	D	-0.05%
SWX	C	-0.04%
BNS	C	-0.04%
LVS	B	-0.04%
ITW	B	-0.04%
ETN	C	-0.04%
TSCO	B	-0.04%
JCI	C	-0.04%
EOG	B	-0.04%
NEM	C	-0.04%
PSX	D	-0.04%
FLEX	C	-0.04%
PAA	C	-0.04%
VLO	F	-0.04%
EMR	B	-0.04%
MU	D	-0.04%
GILD	A	-0.04%
MPLX	A	-0.04%
USB	D	-0.04%
JNJ	D	-0.04%
LOW	A	-0.04%
MO	D	-0.04%
QCOM	D	-0.04%
PFE	D	-0.04%
JPM	D	-0.04%
CMCSA	C	-0.04%
BMY	B	-0.04%
SITC	D	-0.03%
SCS	F	-0.03%
MDT	C	-0.03%
NHI	C	-0.03%
BNL	C	-0.03%
HP	F	-0.03%
AAT	C	-0.03%
SKT	A	-0.03%
ADI	C	-0.03%
MCY	B	-0.03%
CME	A	-0.03%
EW	F	-0.03%
BKU	D	-0.03%
LIN	B	-0.03%
ZTS	C	-0.03%
PGR	C	-0.03%
NSC	D	-0.03%
TJX	D	-0.03%
ESGR	D	-0.03%
APH	D	-0.03%
CAT	A	-0.03%
WELL	C	-0.03%
CSX	D	-0.03%
BSX	A	-0.03%
AON	B	-0.03%
WM	B	-0.03%
PSA	C	-0.03%
EL	D	-0.03%
ICE	A	-0.03%
BLK	A	-0.03%
MDLZ	D	-0.03%
EXPE	B	-0.03%
NKE	D	-0.03%
CVX	B	-0.03%
PNC	C	-0.03%
SHW	B	-0.03%
GD	C	-0.03%
MCD	A	-0.03%
PEP	F	-0.03%
PG	D	-0.03%
PYPL	C	-0.03%
HD	A	-0.03%
UNH	B	-0.03%
ABT	C	-0.03%
BDX	C	-0.03%
AZN	D	-0.03%
MRK	F	-0.03%
WMT	A	-0.03%
MUFG	F	-0.03%
ORCL	C	-0.03%
AVGO	C	-0.03%
CI	D	-0.03%
C	C	-0.03%
BAC	D	-0.03%
CVS	C	-0.03%
PDM	C	-0.02%
SAVE	F	-0.02%
CBT	C	-0.02%
SBRA	C	-0.02%
SAFE	C	-0.02%
EPRT	C	-0.02%
OCSL	D	-0.02%
KMT	D	-0.02%
LXP	D	-0.02%
TEL	D	-0.02%
CLX	C	-0.02%
ADSK	C	-0.02%
CP	D	-0.02%
MPC	C	-0.02%
PM	D	-0.02%
WRK	C	-0.02%
MCO	D	-0.02%
STZ	D	-0.02%
FDX	D	-0.02%
MMM	C	-0.02%
SPGI	B	-0.02%
TMO	D	-0.02%
PH	B	-0.02%
UPS	D	-0.02%
ORLY	A	-0.02%
EPD	A	-0.02%
PLD	D	-0.02%
APD	C	-0.02%
MRVL	B	-0.02%
UNP	D	-0.02%
SRE	B	-0.02%
HON	C	-0.02%
AMT	C	-0.02%
BKNG	C	-0.02%
COP	D	-0.02%
NEE	A	-0.02%
AIG	F	-0.02%
MA	A	-0.02%
CARR	A	-0.02%
DELL	C	-0.02%
KDP	C	-0.02%
COST	C	-0.02%
DIS	D	-0.02%
IBM	A	-0.02%
BA	F	-0.02%
MCK	F	-0.01%
OGS	C	-0.01%
LII	C	-0.01%
LMT	A	-0.01%
PSEC	C	-0.01%
PRE	F	-0.01%
BKH	C	-0.01%
HPP	F	-0.01%
AEP	C	-0.01%
ROP	C	-0.01%
AZO	D	-0.01%
SCHW	D	-0.01%
KMB	D	-0.01%
SO	A	-0.01%
LLY	D	-0.01%
D	A	-0.01%
EQIX	C	-0.01%
DE	B	-0.01%
DUK	B	-0.01%
MAR	B	-0.01%
V	C	-0.01%
ECL	B	-0.01%
SYK	C	-0.01%
GM	D	-0.01%
SBUX	C	-0.01%
KO	C	-0.01%
MSI	A	-0.01%
TFC	D	-0.01%
WFC	F	-0.01%
RTX	A	-0.01%
VZ	B	-0.01%
RSG	C	-0.0%