IWY vs. DSI ETF Comparison
Comparison of iShares Russell Top 200 Growth ETF (IWY) to iShares KLD 400 Social Index Fund (DSI)
IWY
iShares Russell Top 200 Growth ETF
IWY Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth 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 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$219.32
Average Daily Volume
405,571
105
DSI
iShares KLD 400 Social Index Fund
DSI Description
The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. 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 MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.Grade (RS Rating)
Last Trade
$108.21
Average Daily Volume
95,706
402
Performance
Period | IWY | DSI |
---|---|---|
30 Days | 6.04% | 4.88% |
60 Days | 12.82% | 10.99% |
90 Days | -1.52% | 2.65% |
12 Months | 42.44% | 35.17% |
61 Overlapping Holdings
Symbol | Grade | Weight in IWY | Weight in DSI | Overlap | |
---|---|---|---|---|---|
ABBV | C | 0.62% | 1.29% | 0.62% | |
ADBE | F | 0.91% | 0.86% | 0.86% | |
ADP | A | 0.44% | 0.42% | 0.42% | |
ADSK | B | 0.24% | 0.22% | 0.22% | |
AMAT | C | 0.62% | 0.64% | 0.62% | |
AMD | C | 0.69% | 1.0% | 0.69% | |
AMGN | D | 0.55% | 0.65% | 0.55% | |
AMT | D | 0.44% | 0.4% | 0.4% | |
AXP | A | 0.23% | 0.59% | 0.23% | |
BKNG | B | 0.54% | 0.54% | 0.54% | |
CAT | A | 0.11% | 0.72% | 0.11% | |
CDNS | D | 0.29% | 0.28% | 0.28% | |
CI | D | 0.04% | 0.37% | 0.04% | |
CL | D | 0.19% | 0.3% | 0.19% | |
CPRT | B | 0.17% | 0.17% | 0.17% | |
CRM | B | 0.88% | 1.01% | 0.88% | |
DELL | C | 0.02% | 0.13% | 0.02% | |
ECL | C | 0.23% | 0.25% | 0.23% | |
EL | D | 0.03% | 0.09% | 0.03% | |
ELV | F | 0.08% | 0.46% | 0.08% | |
EQIX | C | 0.02% | 0.31% | 0.02% | |
EW | F | 0.03% | 0.15% | 0.03% | |
FTNT | A | 0.16% | 0.19% | 0.16% | |
GOOG | B | 3.39% | 3.13% | 3.13% | |
GOOGL | B | 4.02% | 3.61% | 3.61% | |
HCA | C | 0.08% | 0.3% | 0.08% | |
HD | A | 1.32% | 1.49% | 1.32% | |
INTU | F | 0.68% | 0.65% | 0.65% | |
ITW | C | 0.12% | 0.3% | 0.12% | |
KMB | D | 0.08% | 0.18% | 0.08% | |
KO | C | 0.65% | 1.1% | 0.65% | |
LRCX | D | 0.43% | 0.41% | 0.41% | |
MA | A | 1.68% | 1.54% | 1.54% | |
MCD | A | 0.06% | 0.82% | 0.06% | |
MCO | D | 0.3% | 0.29% | 0.29% | |
MMC | D | 0.06% | 0.41% | 0.06% | |
MMM | C | 0.06% | 0.28% | 0.06% | |
MRK | F | 1.19% | 1.08% | 1.08% | |
MS | A | 0.03% | 0.48% | 0.03% | |
MSFT | D | 12.8% | 11.34% | 11.34% | |
MSI | A | 0.14% | 0.28% | 0.14% | |
NKE | D | 0.27% | 0.41% | 0.27% | |
NOW | B | 0.73% | 0.68% | 0.68% | |
NVDA | B | 11.2% | 11.2% | 11.2% | |
ORCL | A | 1.07% | 1.05% | 1.05% | |
PEP | F | 0.76% | 0.88% | 0.76% | |
PG | D | 0.37% | 1.54% | 0.37% | |
PGR | B | 0.51% | 0.55% | 0.51% | |
SBUX | B | 0.35% | 0.41% | 0.35% | |
SCHW | D | 0.04% | 0.36% | 0.04% | |
SHW | C | 0.33% | 0.35% | 0.33% | |
SNPS | F | 0.31% | 0.29% | 0.29% | |
TEAM | D | 0.1% | 0.1% | 0.1% | |
TSLA | C | 2.93% | 2.8% | 2.8% | |
TT | A | 0.12% | 0.33% | 0.12% | |
TXN | C | 0.09% | 0.71% | 0.09% | |
UNP | F | 0.29% | 0.56% | 0.29% | |
V | B | 1.79% | 1.62% | 1.62% | |
VRTX | D | 0.25% | 0.45% | 0.25% | |
WDAY | D | 0.21% | 0.19% | 0.19% | |
ZTS | C | 0.3% | 0.33% | 0.3% |
IWY Overweight 44 Positions Relative to DSI
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | 13.46% | |
AMZN | C | 7.04% | |
META | A | 5.17% | |
AVGO | B | 3.12% | |
LLY | D | 2.9% | |
COST | C | 1.59% | |
NFLX | A | 1.24% | |
QCOM | D | 0.71% | |
ISRG | C | 0.7% | |
UBER | C | 0.61% | |
BX | C | 0.44% | |
KLAC | B | 0.42% | |
PANW | B | 0.41% | |
ANET | A | 0.4% | |
WM | B | 0.34% | |
CMG | C | 0.32% | |
TJX | D | 0.32% | |
CTAS | C | 0.27% | |
CRWD | D | 0.26% | |
ORLY | A | 0.25% | |
SPOT | C | 0.23% | |
ABNB | D | 0.22% | |
APO | A | 0.21% | |
AZO | D | 0.2% | |
DASH | A | 0.18% | |
APH | D | 0.18% | |
GE | B | 0.18% | |
LMT | A | 0.17% | |
GS | B | 0.17% | |
SYK | C | 0.16% | |
UNH | B | 0.15% | |
FI | A | 0.14% | |
SNOW | F | 0.14% | |
LULU | D | 0.13% | |
MNST | D | 0.12% | |
MCK | F | 0.11% | |
KKR | A | 0.1% | |
HON | C | 0.08% | |
BA | F | 0.06% | |
TDG | A | 0.06% | |
CEG | A | 0.05% | |
PSA | C | 0.04% | |
REGN | D | 0.04% | |
MRVL | C | 0.02% |
IWY Underweight 341 Positions Relative to DSI
Symbol | Grade | Weight | |
---|---|---|---|
LIN | C | -0.86% | |
ACN | B | -0.82% | |
CSCO | A | -0.8% | |
IBM | A | -0.76% | |
VZ | C | -0.71% | |
DHR | D | -0.69% | |
DIS | D | -0.66% | |
SPGI | C | -0.62% | |
LOW | C | -0.57% | |
BLK | A | -0.53% | |
ETN | B | -0.49% | |
PLD | D | -0.44% | |
ADI | B | -0.43% | |
CB | A | -0.42% | |
DE | C | -0.41% | |
BMY | A | -0.39% | |
GILD | A | -0.39% | |
INTC | D | -0.38% | |
UPS | D | -0.37% | |
MDLZ | D | -0.37% | |
ICE | A | -0.34% | |
CME | A | -0.3% | |
PH | A | -0.3% | |
PYPL | A | -0.29% | |
WELL | C | -0.28% | |
TGT | C | -0.27% | |
PNC | C | -0.27% | |
BDX | C | -0.26% | |
APD | C | -0.25% | |
CSX | D | -0.25% | |
NXPI | F | -0.24% | |
CRH | C | -0.24% | |
CARR | A | -0.24% | |
AJG | C | -0.23% | |
MAR | A | -0.23% | |
NEM | C | -0.23% | |
MPC | D | -0.22% | |
HLT | A | -0.22% | |
ROP | D | -0.22% | |
PSX | D | -0.21% | |
NSC | C | -0.21% | |
TFC | D | -0.21% | |
JCI | C | -0.2% | |
DLR | C | -0.2% | |
OKE | A | -0.2% | |
SRE | C | -0.2% | |
BK | A | -0.2% | |
TRV | B | -0.2% | |
URI | C | -0.2% | |
SPG | A | -0.2% | |
ALL | A | -0.19% | |
CCI | D | -0.19% | |
PCAR | D | -0.19% | |
FICO | C | -0.18% | |
VLO | F | -0.17% | |
CMI | A | -0.17% | |
GWW | B | -0.17% | |
TEL | D | -0.17% | |
FIS | A | -0.17% | |
AMP | A | -0.17% | |
GIS | C | -0.16% | |
IDXX | D | -0.16% | |
IQV | F | -0.16% | |
A | B | -0.16% | |
MCHP | F | -0.16% | |
PRU | B | -0.16% | |
RCL | B | -0.16% | |
PWR | A | -0.16% | |
IR | A | -0.15% | |
CNC | F | -0.15% | |
COR | F | -0.15% | |
EXC | C | -0.15% | |
KDP | C | -0.15% | |
FERG | F | -0.15% | |
FAST | C | -0.15% | |
LNG | A | -0.15% | |
BKR | B | -0.14% | |
GLW | C | -0.14% | |
EA | D | -0.14% | |
CBRE | C | -0.14% | |
CTSH | B | -0.14% | |
HUM | F | -0.14% | |
SYY | D | -0.14% | |
KR | C | -0.14% | |
IRM | B | -0.13% | |
HPQ | B | -0.13% | |
HIG | A | -0.13% | |
DFS | A | -0.13% | |
RMD | C | -0.13% | |
ED | C | -0.13% | |
ROK | D | -0.12% | |
TSCO | A | -0.12% | |
TRGP | A | -0.12% | |
NDAQ | C | -0.12% | |
PPG | D | -0.12% | |
MTD | C | -0.12% | |
ON | F | -0.12% | |
AVB | C | -0.12% | |
KHC | F | -0.12% | |
WAB | A | -0.12% | |
VEEV | C | -0.12% | |
XYL | C | -0.12% | |
BIIB | F | -0.11% | |
AWK | D | -0.11% | |
ANSS | D | -0.11% | |
MTB | A | -0.11% | |
ADM | F | -0.11% | |
WTW | C | -0.11% | |
HAL | D | -0.1% | |
CHD | D | -0.1% | |
SBAC | C | -0.1% | |
VTR | C | -0.1% | |
FSLR | C | -0.1% | |
HUBS | D | -0.1% | |
HPE | B | -0.1% | |
STT | A | -0.1% | |
DOV | C | -0.1% | |
CAH | B | -0.1% | |
IFF | D | -0.1% | |
GRMN | D | -0.1% | |
DXCM | F | -0.1% | |
VLTO | A | -0.1% | |
KEYS | B | -0.1% | |
FTV | C | -0.1% | |
WST | D | -0.09% | |
ES | D | -0.09% | |
STE | D | -0.09% | |
BLDR | C | -0.09% | |
DECK | B | -0.09% | |
TROW | D | -0.09% | |
BR | B | -0.09% | |
LYB | B | -0.09% | |
EQR | C | -0.09% | |
EME | B | -0.08% | |
CLX | C | -0.08% | |
OMC | C | -0.08% | |
PFG | A | -0.08% | |
APTV | D | -0.08% | |
TRU | C | -0.08% | |
ILMN | B | -0.08% | |
ATO | A | -0.08% | |
MKC | C | -0.08% | |
BALL | C | -0.08% | |
BBY | C | -0.08% | |
CMS | A | -0.08% | |
WAT | B | -0.08% | |
RF | B | -0.08% | |
HBAN | B | -0.08% | |
STX | C | -0.08% | |
PTC | B | -0.08% | |
COO | C | -0.08% | |
K | B | -0.08% | |
ZBH | F | -0.08% | |
FDS | C | -0.07% | |
AVY | D | -0.07% | |
ALGN | D | -0.07% | |
EXPD | D | -0.07% | |
NTRS | B | -0.07% | |
MAS | C | -0.07% | |
LH | D | -0.07% | |
CFG | C | -0.07% | |
ZBRA | B | -0.07% | |
HOLX | D | -0.07% | |
ULTA | D | -0.07% | |
LII | C | -0.07% | |
WBD | F | -0.07% | |
SYF | A | -0.07% | |
WSM | C | -0.07% | |
DRI | C | -0.07% | |
GGG | C | -0.06% | |
L | C | -0.06% | |
DPZ | D | -0.06% | |
TRMB | B | -0.06% | |
SNA | C | -0.06% | |
OC | C | -0.06% | |
AKAM | D | -0.06% | |
NI | A | -0.06% | |
GEN | A | -0.06% | |
KEY | B | -0.06% | |
CAG | D | -0.06% | |
SWKS | F | -0.06% | |
DOC | C | -0.06% | |
PNR | C | -0.06% | |
IP | C | -0.06% | |
IEX | D | -0.06% | |
PODD | C | -0.06% | |
SWK | C | -0.06% | |
DGX | D | -0.06% | |
BXP | B | -0.05% | |
KMX | F | -0.05% | |
TECH | D | -0.05% | |
CHRW | C | -0.05% | |
TTEK | A | -0.05% | |
JLL | C | -0.05% | |
ALLE | A | -0.05% | |
HST | D | -0.05% | |
SJM | D | -0.05% | |
FFIV | B | -0.05% | |
FLEX | B | -0.05% | |
BMRN | F | -0.05% | |
EQH | B | -0.05% | |
UDR | C | -0.05% | |
BG | F | -0.05% | |
GWRE | A | -0.05% | |
JBHT | D | -0.05% | |
POOL | D | -0.05% | |
ARMK | C | -0.04% | |
HAS | A | -0.04% | |
HRL | F | -0.04% | |
MKTX | B | -0.04% | |
CPB | D | -0.04% | |
HSIC | D | -0.04% | |
ALLY | F | -0.04% | |
LW | D | -0.04% | |
CNH | C | -0.04% | |
WTRG | D | -0.04% | |
TWLO | B | -0.04% | |
LKQ | F | -0.04% | |
AOS | C | -0.04% | |
LECO | D | -0.04% | |
FTI | B | -0.04% | |
ALB | D | -0.04% | |
FBIN | C | -0.04% | |
OKTA | F | -0.04% | |
MAT | B | -0.03% | |
FLS | A | -0.03% | |
MTN | D | -0.03% | |
ZION | D | -0.03% | |
CGNX | F | -0.03% | |
UHAL | C | -0.03% | |
RHI | D | -0.03% | |
DINO | F | -0.03% | |
ALV | F | -0.03% | |
LUMN | C | -0.03% | |
MTH | C | -0.03% | |
MIDD | D | -0.03% | |
CMA | C | -0.03% | |
VOYA | A | -0.03% | |
AXTA | C | -0.03% | |
DAL | C | -0.03% | |
AYI | A | -0.03% | |
RIVN | F | -0.03% | |
BWA | C | -0.03% | |
MHK | C | -0.03% | |
NYT | C | -0.03% | |
FRT | D | -0.03% | |
KNX | D | -0.03% | |
DVA | C | -0.03% | |
PAYC | D | -0.03% | |
MOS | F | -0.03% | |
AIT | B | -0.03% | |
INGR | B | -0.03% | |
GME | D | -0.03% | |
ORA | C | -0.02% | |
ASGN | D | -0.02% | |
FUL | F | -0.02% | |
LUV | B | -0.02% | |
SIG | C | -0.02% | |
CPRI | C | -0.02% | |
NJR | C | -0.02% | |
GAP | F | -0.02% | |
AN | D | -0.02% | |
AL | D | -0.02% | |
ITRI | C | -0.02% | |
HOG | D | -0.02% | |
UGI | C | -0.02% | |
MDU | C | -0.02% | |
SON | D | -0.02% | |
LNC | B | -0.02% | |
SEE | C | -0.02% | |
PVH | D | -0.02% | |
ST | F | -0.02% | |
XRAY | D | -0.02% | |
TKR | B | -0.02% | |
WHR | C | -0.02% | |
EXPO | A | -0.02% | |
ONB | D | -0.02% | |
IVZ | A | -0.02% | |
BEN | F | -0.02% | |
DAR | F | -0.02% | |
AGCO | D | -0.02% | |
NOV | F | -0.02% | |
R | C | -0.02% | |
VFC | A | -0.02% | |
JAZZ | F | -0.02% | |
TDOC | D | -0.01% | |
WWW | B | -0.01% | |
BKE | B | -0.01% | |
CAR | D | -0.01% | |
CABO | F | -0.01% | |
MODG | F | -0.01% | |
UAA | B | -0.01% | |
LZB | D | -0.01% | |
TNC | F | -0.01% | |
PDCO | F | -0.01% | |
FL | F | -0.01% | |
WLY | A | -0.01% | |
JWN | D | -0.01% | |
KSS | D | -0.01% | |
RNG | F | -0.01% | |
MTX | C | -0.01% | |
BOH | D | -0.01% | |
HNI | B | -0.01% | |
HBI | B | -0.01% | |
ARCB | F | -0.01% | |
ZI | F | -0.01% | |
AVA | D | -0.01% | |
NWL | D | -0.01% | |
TDC | D | -0.01% | |
COLM | B | -0.01% | |
CATY | B | -0.01% | |
ICFI | C | -0.01% | |
LCID | F | -0.01% | |
IBOC | D | -0.01% | |
MAN | D | -0.01% | |
CDP | A | -0.01% | |
WU | D | -0.01% | |
GVA | A | -0.01% | |
PCH | C | -0.01% | |
SEM | D | -0.01% | |
MAC | B | -0.01% | |
CHH | A | -0.01% | |
CMP | D | -0.0% | |
HOUS | D | -0.0% | |
ACCO | C | -0.0% | |
RDUS | D | -0.0% | |
HSII | D | -0.0% | |
ETD | C | -0.0% | |
KELYA | D | -0.0% | |
DLX | F | -0.0% | |
HAIN | C | -0.0% | |
SCHL | F | -0.0% | |
CLB | D | -0.0% | |
MD | B | -0.0% | |
JACK | F | -0.0% | |
UNFI | C | -0.0% | |
ODP | F | -0.0% | |
SCS | D | -0.0% | |
TILE | C | -0.0% | |
XRX | D | -0.0% | |
UA | B | -0.0% |
IWY: Top Represented Industries & Keywords
DSI: Top Represented Industries & Keywords