IWY vs. USMV ETF Comparison
Comparison of iShares Russell Top 200 Growth ETF (IWY) to iShares MSCI USA Minimum Volatility ETF (USMV)
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
$214.06
Average Daily Volume
416,264
Number of Holdings
*
105
* may have additional holdings in another (foreign) market
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$91.82
Average Daily Volume
2,213,728
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
Performance
| Period | IWY | USMV |
|---|---|---|
| 30 Days | 0.33% | 3.30% |
| 60 Days | 0.09% | 6.35% |
| 90 Days | -0.96% | 9.73% |
| 12 Months | 34.49% | 25.01% |
48 Overlapping Holdings
| Symbol | Grade | Weight in IWY | Weight in USMV | Overlap | |
|---|---|---|---|---|---|
| AAPL | D | 1.0% | 1.0% | 1.0% | |
| ABBV | B | 1.0% | 1.0% | 1.0% | |
| ADP | A | 1.0% | 1.0% | 1.0% | |
| AMGN | B | 1.0% | 1.0% | 1.0% | |
| AMZN | C | 1.0% | 1.0% | 1.0% | |
| ANET | C | 1.0% | 1.0% | 1.0% | |
| APH | D | 1.0% | 1.0% | 1.0% | |
| AVGO | C | 1.0% | 1.0% | 1.0% | |
| AZO | C | 1.0% | 1.0% | 1.0% | |
| CDNS | D | 1.0% | 1.0% | 1.0% | |
| CI | B | 1.0% | 1.0% | 1.0% | |
| CL | C | 1.0% | 1.0% | 1.0% | |
| CRM | D | 1.0% | 1.0% | 1.0% | |
| CRWD | D | 1.0% | 1.0% | 1.0% | |
| DELL | D | 1.0% | 1.0% | 1.0% | |
| ELV | B | 1.0% | 1.0% | 1.0% | |
| FI | B | 1.0% | 1.0% | 1.0% | |
| GOOG | D | 1.0% | 1.0% | 1.0% | |
| HD | B | 1.0% | 1.0% | 1.0% | |
| HON | D | 1.0% | 1.0% | 1.0% | |
| KMB | C | 1.0% | 1.0% | 1.0% | |
| KO | B | 1.0% | 1.0% | 1.0% | |
| LLY | C | 1.0% | 1.0% | 1.0% | |
| LMT | B | 1.0% | 1.0% | 1.0% | |
| MA | A | 1.0% | 1.0% | 1.0% | |
| MCD | B | 1.0% | 1.0% | 1.0% | |
| MCK | F | 1.0% | 1.0% | 1.0% | |
| MMC | A | 1.0% | 1.0% | 1.0% | |
| MRK | D | 1.0% | 1.0% | 1.0% | |
| MSFT | C | 1.0% | 1.0% | 1.0% | |
| MSI | B | 1.0% | 1.0% | 1.0% | |
| NOW | B | 1.0% | 1.0% | 1.0% | |
| NVDA | D | 1.0% | 1.0% | 1.0% | |
| ORCL | B | 1.0% | 1.0% | 1.0% | |
| ORLY | B | 1.0% | 1.0% | 1.0% | |
| PEP | B | 1.0% | 1.0% | 1.0% | |
| PG | A | 1.0% | 1.0% | 1.0% | |
| PGR | B | 1.0% | 1.0% | 1.0% | |
| REGN | C | 1.0% | 1.0% | 1.0% | |
| SNPS | D | 1.0% | 1.0% | 1.0% | |
| TJX | B | 1.0% | 1.0% | 1.0% | |
| TXN | D | 1.0% | 1.0% | 1.0% | |
| UBER | C | 1.0% | 1.0% | 1.0% | |
| UNH | C | 1.0% | 1.0% | 1.0% | |
| V | A | 1.0% | 1.0% | 1.0% | |
| VRTX | C | 1.0% | 1.0% | 1.0% | |
| WDAY | D | 1.0% | 1.0% | 1.0% | |
| WM | D | 1.0% | 1.0% | 1.0% |
IWY Overweight 57 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| EQIX | B | 1.0% | |
| MRVL | C | 1.0% | |
| MS | D | 1.0% | |
| EL | F | 1.0% | |
| EW | D | 1.0% | |
| PSA | A | 1.0% | |
| CEG | C | 1.0% | |
| SCHW | D | 1.0% | |
| MMM | A | 1.0% | |
| TDG | B | 1.0% | |
| BA | F | 1.0% | |
| HCA | A | 1.0% | |
| KKR | B | 1.0% | |
| CAT | C | 1.0% | |
| TEAM | D | 1.0% | |
| TT | A | 1.0% | |
| ITW | B | 1.0% | |
| MNST | C | 1.0% | |
| LULU | D | 1.0% | |
| SNOW | F | 1.0% | |
| DASH | C | 1.0% | |
| GE | A | 1.0% | |
| SYK | B | 1.0% | |
| FTNT | B | 1.0% | |
| CPRT | F | 1.0% | |
| GS | D | 1.0% | |
| APO | C | 1.0% | |
| SPOT | C | 1.0% | |
| ABNB | D | 1.0% | |
| ECL | A | 1.0% | |
| AXP | B | 1.0% | |
| ADSK | B | 1.0% | |
| NKE | D | 1.0% | |
| CTAS | B | 1.0% | |
| ZTS | B | 1.0% | |
| CMG | C | 1.0% | |
| UNP | B | 1.0% | |
| MCO | B | 1.0% | |
| SHW | A | 1.0% | |
| SBUX | C | 1.0% | |
| KLAC | D | 1.0% | |
| BX | A | 1.0% | |
| LRCX | F | 1.0% | |
| PANW | C | 1.0% | |
| AMT | B | 1.0% | |
| BKNG | B | 1.0% | |
| AMAT | D | 1.0% | |
| AMD | D | 1.0% | |
| ISRG | B | 1.0% | |
| INTU | C | 1.0% | |
| QCOM | D | 1.0% | |
| ADBE | D | 1.0% | |
| NFLX | B | 1.0% | |
| COST | B | 1.0% | |
| TSLA | C | 1.0% | |
| GOOGL | D | 1.0% | |
| META | B | 1.0% |
IWY Underweight 122 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ULTA | D | -1.0% | |
| VLO | F | -1.0% | |
| CVS | D | -1.0% | |
| BR | B | -1.0% | |
| ATO | A | -1.0% | |
| PSX | F | -1.0% | |
| GD | B | -1.0% | |
| KNX | C | -1.0% | |
| OTIS | C | -1.0% | |
| TEL | D | -1.0% | |
| FSLR | D | -1.0% | |
| RTX | C | -1.0% | |
| ABT | B | -1.0% | |
| LNT | A | -1.0% | |
| DGX | B | -1.0% | |
| HIG | B | -1.0% | |
| OXY | F | -1.0% | |
| UTHR | C | -1.0% | |
| MDT | B | -1.0% | |
| EOG | D | -1.0% | |
| STX | D | -1.0% | |
| TW | A | -1.0% | |
| LIN | B | -1.0% | |
| HOLX | B | -1.0% | |
| PKG | B | -1.0% | |
| DPZ | D | -1.0% | |
| HUBS | D | -1.0% | |
| MELI | B | -1.0% | |
| CMS | A | -1.0% | |
| DTE | A | -1.0% | |
| NTAP | D | -1.0% | |
| MOH | C | -1.0% | |
| AZPN | C | -1.0% | |
| AEE | A | -1.0% | |
| HRL | C | -1.0% | |
| D | B | -1.0% | |
| ALNY | C | -1.0% | |
| WMB | A | -1.0% | |
| ADI | D | -1.0% | |
| PFE | C | -1.0% | |
| L | C | -1.0% | |
| GLW | C | -1.0% | |
| AIZ | C | -1.0% | |
| GRMN | D | -1.0% | |
| ICE | B | -1.0% | |
| CVX | D | -1.0% | |
| FWONK | C | -1.0% | |
| WRB | C | -1.0% | |
| BMRN | F | -1.0% | |
| GEN | B | -1.0% | |
| MKL | C | -1.0% | |
| IT | B | -1.0% | |
| NBIX | D | -1.0% | |
| AFG | B | -1.0% | |
| HSY | B | -1.0% | |
| WTW | B | -1.0% | |
| CTVA | B | -1.0% | |
| ROL | B | -1.0% | |
| CMCSA | D | -1.0% | |
| CHD | B | -1.0% | |
| CPB | B | -1.0% | |
| VRSK | D | -1.0% | |
| BMY | C | -1.0% | |
| AEP | A | -1.0% | |
| XEL | B | -1.0% | |
| BAH | B | -1.0% | |
| CDW | D | -1.0% | |
| XOM | D | -1.0% | |
| AKAM | D | -1.0% | |
| KHC | C | -1.0% | |
| FICO | A | -1.0% | |
| EG | B | -1.0% | |
| PTC | D | -1.0% | |
| INCY | C | -1.0% | |
| FFIV | A | -1.0% | |
| AON | B | -1.0% | |
| JNPR | B | -1.0% | |
| ERIE | B | -1.0% | |
| YUM | B | -1.0% | |
| CME | B | -1.0% | |
| TDY | B | -1.0% | |
| KEYS | C | -1.0% | |
| HUM | F | -1.0% | |
| MDLZ | B | -1.0% | |
| NEM | B | -1.0% | |
| KR | B | -1.0% | |
| FANG | F | -1.0% | |
| MPC | F | -1.0% | |
| BDX | D | -1.0% | |
| VRSN | D | -1.0% | |
| COR | B | -1.0% | |
| T | A | -1.0% | |
| KDP | B | -1.0% | |
| WEC | B | -1.0% | |
| TSN | C | -1.0% | |
| CTSH | B | -1.0% | |
| FCNCA | D | -1.0% | |
| EA | C | -1.0% | |
| ACGL | A | -1.0% | |
| GIS | B | -1.0% | |
| GDDY | D | -1.0% | |
| K | A | -1.0% | |
| GILD | B | -1.0% | |
| CBOE | B | -1.0% | |
| TRV | A | -1.0% | |
| ED | B | -1.0% | |
| ACN | C | -1.0% | |
| CSCO | C | -1.0% | |
| JNJ | B | -1.0% | |
| AJG | A | -1.0% | |
| ROP | B | -1.0% | |
| VZ | A | -1.0% | |
| SO | A | -1.0% | |
| CB | B | -1.0% | |
| RSG | B | -1.0% | |
| NOC | B | -1.0% | |
| WCN | B | -1.0% | |
| BRK.A | C | -1.0% | |
| DUK | B | -1.0% | |
| WMT | B | -1.0% | |
| IBM | A | -1.0% | |
| TMUS | A | -1.0% |
IWY: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Capital Markets
Drug Manufacturers - Major
Household & Personal Products
Internet Content & Information
Aerospace & Defense
Asset Management
Beverages - Soft Drinks
Business Services
Credit Services
Diversified Industrials
Health Care Plans
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Apparel Stores
Biotechnology
Computer Systems
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
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