IWX vs. REVS ETF Comparison
Comparison of iShares Russell Top 200 Value ETF (IWX) to Columbia Research Enhanced Value ETF (REVS)
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
$84.27
Average Daily Volume
315,888
Number of Holdings
*
158
* may have additional holdings in another (foreign) market
REVS
Columbia Research Enhanced Value ETF
REVS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.Grade (RS Rating)
Last Trade
$26.74
Average Daily Volume
10,423
Number of Holdings
*
304
* may have additional holdings in another (foreign) market
Performance
| Period | IWX | REVS |
|---|---|---|
| 30 Days | 2.62% | 4.40% |
| 60 Days | 4.46% | 6.20% |
| 90 Days | 6.64% | 7.64% |
| 12 Months | 28.30% | 31.68% |
58 Overlapping Holdings
| Symbol | Grade | Weight in IWX | Weight in REVS | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 1.0% | 0.65% | 0.65% | |
| ADP | B | 0.05% | 0.1% | 0.05% | |
| AMAT | F | 0.07% | 0.17% | 0.07% | |
| AMGN | D | 0.2% | 0.13% | 0.13% | |
| AZO | C | 0.03% | 0.06% | 0.03% | |
| BAC | A | 1.91% | 2.95% | 1.91% | |
| BKNG | A | 0.06% | 0.13% | 0.06% | |
| BLK | C | 0.93% | 1.4% | 0.93% | |
| BMY | B | 0.69% | 1.45% | 0.69% | |
| C | A | 0.79% | 1.23% | 0.79% | |
| CAT | B | 0.97% | 1.74% | 0.97% | |
| CI | F | 0.49% | 1.03% | 0.49% | |
| CL | D | 0.21% | 0.42% | 0.21% | |
| CMCSA | B | 0.99% | 1.09% | 0.99% | |
| CME | A | 0.49% | 0.78% | 0.49% | |
| CRM | B | 0.28% | 0.68% | 0.28% | |
| CSCO | B | 1.4% | 3.43% | 1.4% | |
| CSX | B | 0.41% | 0.73% | 0.41% | |
| CTAS | B | 0.02% | 0.04% | 0.02% | |
| CVX | A | 1.68% | 1.61% | 1.61% | |
| DELL | C | 0.18% | 0.47% | 0.18% | |
| DIS | B | 1.27% | 1.41% | 1.27% | |
| EOG | A | 0.47% | 0.45% | 0.45% | |
| EQIX | A | 0.49% | 1.08% | 0.49% | |
| FDX | B | 0.4% | 0.7% | 0.4% | |
| FTNT | C | 0.07% | 0.16% | 0.07% | |
| GILD | C | 0.66% | 0.41% | 0.41% | |
| HCA | F | 0.29% | 0.6% | 0.29% | |
| JNJ | D | 2.24% | 4.62% | 2.24% | |
| JPM | A | 4.24% | 5.41% | 4.24% | |
| KHC | F | 0.17% | 0.33% | 0.17% | |
| KMB | D | 0.16% | 0.33% | 0.16% | |
| LMT | D | 0.47% | 0.84% | 0.47% | |
| MCK | B | 0.27% | 0.58% | 0.27% | |
| MDT | D | 0.68% | 1.34% | 0.68% | |
| MET | A | 0.3% | 0.45% | 0.3% | |
| MMC | B | 0.57% | 0.88% | 0.57% | |
| MMM | D | 0.35% | 0.62% | 0.35% | |
| MO | A | 0.58% | 1.16% | 0.58% | |
| MPC | D | 0.33% | 0.32% | 0.32% | |
| MRNA | F | 0.07% | 0.05% | 0.05% | |
| MSI | B | 0.26% | 0.63% | 0.26% | |
| OXY | D | 0.2% | 0.2% | 0.2% | |
| PCAR | B | 0.35% | 0.62% | 0.35% | |
| PM | B | 1.2% | 2.49% | 1.2% | |
| PSX | C | 0.33% | 0.32% | 0.32% | |
| QCOM | F | 0.07% | 0.16% | 0.07% | |
| REGN | F | 0.44% | 0.27% | 0.27% | |
| T | A | 0.98% | 1.09% | 0.98% | |
| TGT | F | 0.42% | 0.67% | 0.42% | |
| TJX | A | 0.33% | 0.65% | 0.33% | |
| TT | A | 0.37% | 0.67% | 0.37% | |
| UNP | C | 0.45% | 0.8% | 0.45% | |
| UPS | C | 0.59% | 1.05% | 0.59% | |
| VLO | C | 0.27% | 0.26% | 0.26% | |
| VRTX | F | 0.36% | 0.23% | 0.23% | |
| WFC | A | 1.57% | 2.44% | 1.57% | |
| XOM | B | 3.23% | 3.14% | 3.14% |
IWX Overweight 100 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 5.18% | |
| UNH | C | 3.06% | |
| WMT | A | 2.2% | |
| PG | A | 1.87% | |
| ACN | C | 1.34% | |
| LIN | D | 1.3% | |
| ABT | B | 1.21% | |
| MCD | D | 1.19% | |
| TMO | F | 1.18% | |
| IBM | C | 1.13% | |
| VZ | C | 1.06% | |
| TXN | C | 0.97% | |
| NEE | D | 0.95% | |
| SPGI | C | 0.95% | |
| RTX | C | 0.95% | |
| LOW | D | 0.93% | |
| GE | D | 0.91% | |
| DHR | F | 0.9% | |
| MS | A | 0.88% | |
| ETN | A | 0.86% | |
| PFE | D | 0.85% | |
| GS | A | 0.83% | |
| COP | C | 0.79% | |
| BSX | B | 0.77% | |
| HON | B | 0.76% | |
| CB | C | 0.7% | |
| TMUS | B | 0.69% | |
| SCHW | B | 0.65% | |
| MU | D | 0.64% | |
| PLD | D | 0.63% | |
| ADI | D | 0.62% | |
| KO | D | 0.62% | |
| INTC | D | 0.62% | |
| DE | A | 0.61% | |
| AXP | A | 0.61% | |
| SYK | C | 0.6% | |
| SO | D | 0.58% | |
| PH | A | 0.54% | |
| GEV | B | 0.54% | |
| PYPL | B | 0.53% | |
| ICE | C | 0.53% | |
| MDLZ | F | 0.52% | |
| DUK | C | 0.52% | |
| PNC | B | 0.5% | |
| FI | A | 0.5% | |
| BA | F | 0.49% | |
| HD | A | 0.49% | |
| WELL | A | 0.49% | |
| USB | A | 0.47% | |
| ELV | F | 0.47% | |
| GD | F | 0.47% | |
| AMD | F | 0.45% | |
| AON | A | 0.45% | |
| EMR | A | 0.44% | |
| APD | A | 0.43% | |
| KKR | A | 0.43% | |
| MRVL | B | 0.42% | |
| COF | B | 0.42% | |
| CRH | A | 0.41% | |
| NOC | D | 0.41% | |
| CVS | D | 0.4% | |
| BDX | F | 0.39% | |
| CARR | D | 0.38% | |
| GM | B | 0.38% | |
| MAR | B | 0.38% | |
| FCX | D | 0.37% | |
| SLB | C | 0.37% | |
| TFC | A | 0.37% | |
| NSC | B | 0.36% | |
| CEG | D | 0.36% | |
| TRV | B | 0.36% | |
| ROP | B | 0.35% | |
| SRE | A | 0.35% | |
| JCI | C | 0.34% | |
| TDG | D | 0.33% | |
| AEP | D | 0.31% | |
| AIG | B | 0.3% | |
| ITW | B | 0.3% | |
| D | C | 0.29% | |
| PEP | F | 0.28% | |
| NEM | D | 0.28% | |
| PSA | D | 0.27% | |
| RSG | A | 0.26% | |
| F | C | 0.26% | |
| STZ | D | 0.23% | |
| APH | A | 0.21% | |
| NKE | D | 0.21% | |
| KDP | D | 0.21% | |
| EW | C | 0.2% | |
| SBUX | A | 0.15% | |
| PGR | A | 0.14% | |
| APO | B | 0.13% | |
| ZTS | D | 0.08% | |
| EL | F | 0.06% | |
| ECL | D | 0.05% | |
| SHW | A | 0.05% | |
| MNST | C | 0.04% | |
| DASH | A | 0.04% | |
| ORLY | B | 0.03% | |
| CPRT | A | 0.02% |
IWX Underweight 246 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| PCG | A | -0.76% | |
| EXC | C | -0.65% | |
| XEL | A | -0.65% | |
| DHI | D | -0.57% | |
| SPG | B | -0.57% | |
| EIX | B | -0.55% | |
| BK | A | -0.54% | |
| CMI | A | -0.54% | |
| ETR | B | -0.54% | |
| NUE | C | -0.5% | |
| LEN | D | -0.47% | |
| KR | B | -0.46% | |
| DAL | C | -0.45% | |
| OTIS | C | -0.44% | |
| GIS | D | -0.43% | |
| SW | A | -0.42% | |
| HPE | B | -0.42% | |
| DTE | C | -0.42% | |
| ALL | A | -0.41% | |
| PRU | A | -0.41% | |
| ROST | C | -0.41% | |
| AEE | A | -0.41% | |
| PPG | F | -0.4% | |
| CSGP | D | -0.4% | |
| HPQ | B | -0.4% | |
| CNC | D | -0.39% | |
| WAB | B | -0.37% | |
| HLT | A | -0.36% | |
| EBAY | D | -0.36% | |
| UAL | A | -0.34% | |
| ZM | B | -0.31% | |
| ADM | D | -0.31% | |
| MTD | D | -0.31% | |
| NVR | D | -0.31% | |
| PKG | A | -0.31% | |
| PHM | D | -0.31% | |
| PAYX | C | -0.31% | |
| CCL | B | -0.3% | |
| STLD | B | -0.3% | |
| EA | A | -0.3% | |
| SBAC | D | -0.3% | |
| LYB | F | -0.3% | |
| FTV | C | -0.29% | |
| WY | D | -0.29% | |
| WTW | B | -0.29% | |
| FITB | A | -0.29% | |
| NI | A | -0.28% | |
| RJF | A | -0.28% | |
| STT | A | -0.27% | |
| GPN | B | -0.27% | |
| INVH | D | -0.27% | |
| K | A | -0.26% | |
| FCNCA | A | -0.25% | |
| RS | B | -0.25% | |
| LDOS | C | -0.24% | |
| SYF | B | -0.24% | |
| TROW | B | -0.24% | |
| EVRG | A | -0.24% | |
| GEN | B | -0.23% | |
| ARE | D | -0.23% | |
| CF | B | -0.23% | |
| HOLX | D | -0.22% | |
| BAX | D | -0.21% | |
| NTAP | C | -0.21% | |
| BLDR | D | -0.21% | |
| FFIV | B | -0.21% | |
| VRSN | F | -0.21% | |
| TWLO | A | -0.2% | |
| SWKS | F | -0.2% | |
| CVNA | B | -0.2% | |
| FANG | D | -0.2% | |
| CBOE | B | -0.2% | |
| SNA | A | -0.2% | |
| RPM | A | -0.19% | |
| CSL | C | -0.19% | |
| VTRS | A | -0.19% | |
| NTNX | A | -0.18% | |
| EPAM | C | -0.18% | |
| OC | A | -0.18% | |
| TOL | B | -0.18% | |
| THC | D | -0.18% | |
| MAS | D | -0.18% | |
| AVTR | F | -0.17% | |
| SSNC | B | -0.17% | |
| GLPI | C | -0.17% | |
| JNPR | F | -0.17% | |
| HST | C | -0.16% | |
| ACM | A | -0.16% | |
| EME | C | -0.16% | |
| AES | F | -0.16% | |
| WPC | D | -0.16% | |
| AMH | D | -0.16% | |
| BG | F | -0.15% | |
| TPR | B | -0.15% | |
| CW | B | -0.15% | |
| CAH | B | -0.15% | |
| EXPD | D | -0.15% | |
| CAG | D | -0.15% | |
| CIEN | B | -0.14% | |
| RGA | A | -0.14% | |
| L | A | -0.14% | |
| SWK | D | -0.14% | |
| TAP | C | -0.13% | |
| EG | C | -0.13% | |
| RPRX | D | -0.13% | |
| SNX | C | -0.13% | |
| EWBC | A | -0.13% | |
| CTRA | B | -0.12% | |
| BRX | A | -0.12% | |
| DKS | C | -0.12% | |
| BRBR | A | -0.12% | |
| ARMK | B | -0.12% | |
| BLD | D | -0.12% | |
| SOLV | C | -0.12% | |
| UNM | A | -0.12% | |
| SF | B | -0.11% | |
| CACI | D | -0.11% | |
| AIZ | A | -0.11% | |
| WSM | B | -0.11% | |
| AYI | B | -0.11% | |
| ALSN | B | -0.11% | |
| JLL | D | -0.11% | |
| INGR | B | -0.11% | |
| MOS | F | -0.11% | |
| WCC | B | -0.1% | |
| OKTA | C | -0.1% | |
| DCI | B | -0.1% | |
| RL | B | -0.1% | |
| ACI | C | -0.1% | |
| BILL | A | -0.1% | |
| FHN | A | -0.1% | |
| WYNN | D | -0.1% | |
| MGM | D | -0.1% | |
| NNN | D | -0.1% | |
| COKE | C | -0.09% | |
| STAG | F | -0.09% | |
| UGI | A | -0.09% | |
| SKX | D | -0.09% | |
| FLS | B | -0.09% | |
| LECO | B | -0.09% | |
| BIIB | F | -0.09% | |
| GL | B | -0.09% | |
| QRVO | F | -0.09% | |
| JAZZ | B | -0.09% | |
| AOS | F | -0.09% | |
| MRO | B | -0.09% | |
| MIDD | C | -0.08% | |
| WH | B | -0.08% | |
| WTFC | A | -0.08% | |
| ZION | B | -0.08% | |
| CRUS | D | -0.08% | |
| KEX | C | -0.08% | |
| MHK | D | -0.08% | |
| G | B | -0.08% | |
| CE | F | -0.08% | |
| THO | B | -0.07% | |
| SAIC | F | -0.07% | |
| OLN | D | -0.07% | |
| MSA | D | -0.07% | |
| SON | D | -0.07% | |
| FOXA | B | -0.07% | |
| FTI | A | -0.07% | |
| CRBG | B | -0.07% | |
| R | B | -0.07% | |
| SEIC | B | -0.07% | |
| HRB | D | -0.07% | |
| ESAB | B | -0.07% | |
| NWSA | B | -0.07% | |
| NYT | C | -0.06% | |
| OLED | D | -0.06% | |
| BEN | C | -0.06% | |
| RYN | D | -0.06% | |
| CROX | D | -0.06% | |
| COLB | A | -0.06% | |
| MTG | C | -0.06% | |
| GNRC | B | -0.06% | |
| KRC | C | -0.06% | |
| UTHR | C | -0.06% | |
| WLK | D | -0.06% | |
| LEA | D | -0.06% | |
| PVH | C | -0.06% | |
| AXS | A | -0.06% | |
| DBX | B | -0.06% | |
| BMRN | D | -0.05% | |
| PRGO | B | -0.05% | |
| OGN | D | -0.05% | |
| GTES | A | -0.05% | |
| XRAY | F | -0.05% | |
| M | D | -0.05% | |
| OZK | B | -0.05% | |
| SLM | A | -0.05% | |
| ROKU | D | -0.05% | |
| NEU | C | -0.05% | |
| GAP | C | -0.05% | |
| CLF | F | -0.05% | |
| MTCH | D | -0.05% | |
| JHG | A | -0.05% | |
| ASH | D | -0.05% | |
| AMG | B | -0.05% | |
| LNC | B | -0.05% | |
| XP | F | -0.05% | |
| ALGM | D | -0.04% | |
| CWEN | C | -0.04% | |
| FOX | A | -0.04% | |
| DINO | D | -0.04% | |
| PK | B | -0.04% | |
| INCY | C | -0.04% | |
| EEFT | B | -0.04% | |
| TNL | A | -0.04% | |
| SIRI | C | -0.04% | |
| SMG | D | -0.04% | |
| HIW | D | -0.04% | |
| EPR | D | -0.04% | |
| AMKR | D | -0.04% | |
| SAM | C | -0.03% | |
| WU | D | -0.03% | |
| VIRT | B | -0.03% | |
| PINC | B | -0.03% | |
| PSTG | D | -0.03% | |
| AZTA | D | -0.03% | |
| COLM | B | -0.03% | |
| LPX | B | -0.03% | |
| CNM | D | -0.03% | |
| EXP | A | -0.03% | |
| CWEN | C | -0.02% | |
| DDS | B | -0.02% | |
| REYN | D | -0.02% | |
| ROIV | C | -0.02% | |
| LEN | D | -0.02% | |
| CRI | D | -0.02% | |
| TER | D | -0.02% | |
| CIVI | D | -0.02% | |
| EXAS | D | -0.02% | |
| PPC | C | -0.02% | |
| NWS | B | -0.02% | |
| ADTN | A | -0.02% | |
| INFA | D | -0.02% | |
| BR | A | -0.02% | |
| EXEL | B | -0.01% | |
| SEB | F | -0.01% | |
| CNA | B | -0.01% | |
| PATH | C | -0.01% | |
| ALNY | D | -0.01% | |
| LSCC | D | -0.01% | |
| IONS | F | -0.0% | |
| PLTK | B | -0.0% |
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
REVS: Top Represented Industries & Keywords
Industries:
Biotechnology
Asset Management
Diversified Industrials
Business Services
Banks - Regional - US
Packaged Foods
Semiconductors
Software - Infrastructure
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
Software - Application
Specialty Retail
Apparel Manufacturing
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