IWX vs. EQWL ETF Comparison
Comparison of iShares Russell Top 200 Value ETF (IWX) to PowerShares Russell Top 200 Equal Weight Portfolio (EQWL)
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-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 Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$80.69
Average Daily Volume
162,922
Number of Holdings
*
158
* may have additional holdings in another (foreign) market
EQWL
PowerShares Russell Top 200 Equal Weight Portfolio
EQWL Description
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.Grade (RS Rating)
Last Trade
$101.62
Average Daily Volume
44,951
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
Performance
| Period | IWX | EQWL |
|---|---|---|
| 30 Days | 2.53% | 2.63% |
| 60 Days | 4.59% | 4.61% |
| 90 Days | 7.53% | 7.66% |
| 12 Months | 23.28% | 29.21% |
78 Overlapping Holdings
| Symbol | Grade | Weight in IWX | Weight in EQWL | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 1.0% | 1.08% | 1.0% | |
| ABT | C | 1.0% | 1.05% | 1.0% | |
| ACN | C | 1.0% | 1.14% | 1.0% | |
| AIG | D | 1.0% | 0.93% | 0.93% | |
| AMD | D | 1.0% | 0.89% | 0.89% | |
| AMGN | B | 1.0% | 1.03% | 1.0% | |
| AXP | B | 1.0% | 1.06% | 1.0% | |
| BA | F | 1.0% | 0.86% | 0.86% | |
| BAC | D | 1.0% | 0.92% | 0.92% | |
| BKNG | B | 1.0% | 0.94% | 0.94% | |
| BLK | B | 1.0% | 1.08% | 1.0% | |
| BMY | C | 1.0% | 1.1% | 1.0% | |
| BRK.A | C | 1.0% | 1.04% | 1.0% | |
| C | D | 1.0% | 0.9% | 0.9% | |
| CAT | B | 1.0% | 0.99% | 0.99% | |
| CL | C | 1.0% | 1.06% | 1.0% | |
| CMCSA | D | 1.0% | 0.98% | 0.98% | |
| COF | A | 1.0% | 0.96% | 0.96% | |
| COP | D | 1.0% | 0.88% | 0.88% | |
| CRM | D | 1.0% | 1.02% | 1.0% | |
| CSCO | B | 1.0% | 1.02% | 1.0% | |
| CVS | F | 1.0% | 0.89% | 0.89% | |
| CVX | D | 1.0% | 0.85% | 0.85% | |
| DE | B | 1.0% | 0.96% | 0.96% | |
| DHR | C | 1.0% | 1.0% | 1.0% | |
| DIS | D | 1.0% | 0.83% | 0.83% | |
| DUK | B | 1.0% | 1.06% | 1.0% | |
| EMR | D | 1.0% | 0.89% | 0.89% | |
| F | F | 1.0% | 0.85% | 0.85% | |
| FDX | F | 1.0% | 1.08% | 1.0% | |
| GD | B | 1.0% | 0.96% | 0.96% | |
| GE | A | 1.0% | 1.02% | 1.0% | |
| GILD | B | 1.0% | 1.2% | 1.0% | |
| GM | B | 1.0% | 0.92% | 0.92% | |
| GS | C | 1.0% | 0.99% | 0.99% | |
| HD | A | 1.0% | 1.01% | 1.0% | |
| HON | D | 1.0% | 0.92% | 0.92% | |
| IBM | A | 1.0% | 1.17% | 1.0% | |
| INTC | F | 1.0% | 0.59% | 0.59% | |
| JNJ | C | 1.0% | 1.06% | 1.0% | |
| JPM | D | 1.0% | 1.0% | 1.0% | |
| KHC | C | 1.0% | 1.02% | 1.0% | |
| KO | B | 1.0% | 1.07% | 1.0% | |
| LIN | B | 1.0% | 1.0% | 1.0% | |
| LMT | B | 1.0% | 1.16% | 1.0% | |
| LOW | A | 1.0% | 1.05% | 1.0% | |
| MCD | B | 1.0% | 1.08% | 1.0% | |
| MDLZ | C | 1.0% | 1.06% | 1.0% | |
| MDT | C | 1.0% | 1.04% | 1.0% | |
| MET | A | 1.0% | 1.03% | 1.0% | |
| MMM | A | 1.0% | 1.23% | 1.0% | |
| MO | C | 1.0% | 1.11% | 1.0% | |
| MS | C | 1.0% | 0.95% | 0.95% | |
| NEE | C | 1.0% | 1.07% | 1.0% | |
| NKE | D | 1.0% | 0.78% | 0.78% | |
| PEP | D | 1.0% | 1.01% | 1.0% | |
| PFE | C | 1.0% | 0.99% | 0.99% | |
| PG | C | 1.0% | 0.97% | 0.97% | |
| PM | C | 1.0% | 1.14% | 1.0% | |
| PYPL | B | 1.0% | 1.09% | 1.0% | |
| QCOM | F | 1.0% | 0.72% | 0.72% | |
| RTX | C | 1.0% | 1.08% | 1.0% | |
| SBUX | C | 1.0% | 1.17% | 1.0% | |
| SCHW | D | 1.0% | 0.79% | 0.79% | |
| SO | A | 1.0% | 1.06% | 1.0% | |
| T | C | 1.0% | 1.15% | 1.0% | |
| TGT | C | 1.0% | 0.99% | 0.99% | |
| TMO | C | 1.0% | 1.0% | 1.0% | |
| TMUS | C | 1.0% | 1.07% | 1.0% | |
| TXN | C | 1.0% | 0.94% | 0.94% | |
| UNH | C | 1.0% | 1.11% | 1.0% | |
| UNP | C | 1.0% | 1.05% | 1.0% | |
| UPS | F | 1.0% | 0.88% | 0.88% | |
| USB | B | 1.0% | 1.06% | 1.0% | |
| VZ | B | 1.0% | 1.03% | 1.0% | |
| WFC | D | 1.0% | 0.84% | 0.84% | |
| WMT | B | 1.0% | 1.12% | 1.0% | |
| XOM | D | 1.0% | 0.95% | 0.95% |
IWX Overweight 80 Positions Relative to EQWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CPRT | D | 1.0% | |
| CTAS | C | 1.0% | |
| AZO | D | 1.0% | |
| ORLY | D | 1.0% | |
| DASH | B | 1.0% | |
| MNST | D | 1.0% | |
| SHW | B | 1.0% | |
| ECL | A | 1.0% | |
| ADP | B | 1.0% | |
| FTNT | B | 1.0% | |
| AMAT | D | 1.0% | |
| EL | F | 1.0% | |
| APO | B | 1.0% | |
| ZTS | C | 1.0% | |
| MRNA | F | 1.0% | |
| PGR | A | 1.0% | |
| DELL | C | 1.0% | |
| KMB | D | 1.0% | |
| APH | C | 1.0% | |
| EW | F | 1.0% | |
| OXY | F | 1.0% | |
| MSI | B | 1.0% | |
| MCK | F | 1.0% | |
| KDP | B | 1.0% | |
| STZ | D | 1.0% | |
| RSG | D | 1.0% | |
| VLO | F | 1.0% | |
| ITW | C | 1.0% | |
| D | B | 1.0% | |
| PSA | B | 1.0% | |
| JCI | B | 1.0% | |
| PCAR | D | 1.0% | |
| CEG | A | 1.0% | |
| SRE | B | 1.0% | |
| PSX | D | 1.0% | |
| TRV | B | 1.0% | |
| TT | A | 1.0% | |
| MAR | C | 1.0% | |
| AEP | C | 1.0% | |
| TJX | C | 1.0% | |
| TFC | D | 1.0% | |
| MPC | D | 1.0% | |
| SLB | F | 1.0% | |
| HCA | A | 1.0% | |
| NSC | C | 1.0% | |
| KKR | A | 1.0% | |
| MRVL | C | 1.0% | |
| TDG | B | 1.0% | |
| GEV | B | 1.0% | |
| ROP | C | 1.0% | |
| CRH | A | 1.0% | |
| FCX | D | 1.0% | |
| NEM | B | 1.0% | |
| VRTX | D | 1.0% | |
| APD | B | 1.0% | |
| CARR | B | 1.0% | |
| CSX | D | 1.0% | |
| EOG | D | 1.0% | |
| BDX | F | 1.0% | |
| AON | B | 1.0% | |
| FI | A | 1.0% | |
| PNC | A | 1.0% | |
| NOC | A | 1.0% | |
| PH | A | 1.0% | |
| WELL | C | 1.0% | |
| EQIX | B | 1.0% | |
| CME | C | 1.0% | |
| ICE | C | 1.0% | |
| CI | C | 1.0% | |
| SYK | C | 1.0% | |
| MU | F | 1.0% | |
| MMC | C | 1.0% | |
| ELV | C | 1.0% | |
| ADI | C | 1.0% | |
| REGN | C | 1.0% | |
| CB | B | 1.0% | |
| PLD | C | 1.0% | |
| ETN | C | 1.0% | |
| BSX | B | 1.0% | |
| SPGI | A | 1.0% |
IWX Underweight 23 Positions Relative to EQWL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | C | -1.21% | |
| CHTR | D | -1.15% | |
| AMT | C | -1.13% | |
| BK | A | -1.11% | |
| ORCL | B | -1.1% | |
| ADBE | F | -1.04% | |
| SPG | A | -1.03% | |
| MA | B | -1.03% | |
| INTU | C | -1.02% | |
| LLY | C | -1.0% | |
| COST | B | -1.0% | |
| V | C | -0.99% | |
| META | A | -0.98% | |
| AAPL | C | -0.98% | |
| NFLX | B | -0.96% | |
| AMZN | C | -0.95% | |
| MSFT | C | -0.9% | |
| AVGO | C | -0.89% | |
| DOW | D | -0.85% | |
| NVDA | D | -0.84% | |
| MRK | D | -0.83% | |
| GOOGL | D | -0.45% | |
| GOOG | D | -0.37% |
IWX: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Medical Devices
Banks - Global
Beverages - Soft Drinks
Capital Markets
Health Care Plans
Household & Personal Products
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Biotechnology
Business Services
Credit Services
Insurance - Property & Casualty
Oil & Gas E&P
Oil & Gas Refining & Marketing
Railroads
EQWL: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Credit Services
Aerospace & Defense
Banks - Global
Telecom Services
Auto Manufacturers
Capital Markets
Discount Stores
Diversified Industrials
Internet Content & Information
Software - Application
Utilities - Regulated Electric
Asset Management
Beverages - Soft Drinks
Diagnostics & Research
Farm & Construction Equipment
Health Care Plans
Home Improvement Stores
Household & Personal Products
Compare ETFs
