IXJ vs. WLTG ETF Comparison

Comparison of iShares Global Healthcare ETF (IXJ) to WealthTrust DBS Long Term Growth ETF (WLTG)
IXJ

iShares Global Healthcare ETF

IXJ Description

The investment seeks to track the investment results of an index composed of global equities in the healthcare sector. 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 S&P Global 1200 Healthcare Sector IndexTM (the "underlying index"), which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), deems to be a part of the healthcare sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$96.42

Average Daily Volume

139,422

Number of Holdings *

62

* may have additional holdings in another (foreign) market
WLTG

WealthTrust DBS Long Term Growth ETF

WLTG Description The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.

Grade (RS Rating)

Last Trade

$28.79

Average Daily Volume

2,966

Number of Holdings *

36

* may have additional holdings in another (foreign) market
Performance
Period IXJ WLTG
30 Days -4.50% 1.85%
60 Days 0.28% 9.25%
90 Days 4.24% 1.68%
12 Months 19.76% 37.42%
3 Overlapping Holdings
Symbol Grade Weight in IXJ Weight in WLTG Overlap
LLY D 8.73% 3.0% 3.0%
REGN D 1.4% 1.34% 1.34%
VRTX D 1.51% 0.03% 0.03%
IXJ Overweight 59 Positions Relative to WLTG
Symbol Grade Weight
UNH B 6.77%
JNJ D 4.65%
ABBV B 4.34%
MRK F 3.63%
TMO D 2.96%
ABT C 2.47%
DHR D 2.23%
AMGN D 2.19%
ISRG C 2.14%
PFE D 2.08%
SYK C 1.56%
BSX A 1.55%
ELV F 1.53%
MDT C 1.45%
GILD A 1.31%
BMY B 1.3%
CI D 1.23%
ZTS C 1.11%
CVS C 0.97%
HCA C 0.95%
BDX C 0.88%
MCK F 0.8%
A B 0.55%
GEHC C 0.53%
IDXX D 0.53%
IQV F 0.52%
EW F 0.51%
CNC F 0.5%
HUM F 0.49%
COR F 0.49%
RMD C 0.45%
MTD B 0.4%
BIIB F 0.36%
CAH B 0.34%
DXCM F 0.34%
STE D 0.3%
WST D 0.29%
ZBH F 0.28%
COO C 0.28%
MRNA F 0.28%
WAT B 0.27%
MOH D 0.26%
BAX D 0.25%
LH D 0.24%
HOLX D 0.24%
ALGN D 0.23%
DGX C 0.22%
PODD C 0.21%
RVTY C 0.2%
VTRS D 0.18%
UHS D 0.17%
TECH D 0.16%
TFX C 0.15%
INCY B 0.14%
CTLT A 0.14%
CRL F 0.13%
HSIC D 0.12%
SOLV C 0.12%
DVA C 0.1%
IXJ Underweight 33 Positions Relative to WLTG
Symbol Grade Weight
QQQ C -11.68%
RSP B -6.85%
META A -5.34%
AMZN C -4.2%
SHY A -4.04%
NFLX B -3.25%
NVDA B -3.13%
GOOGL B -2.76%
IWB B -2.57%
RCL C -2.54%
LNG A -2.42%
MSFT D -2.4%
AAPL C -2.06%
TSN D -1.98%
COST C -1.98%
VRT B -1.96%
PGR C -1.79%
PHM A -1.78%
BLDR B -1.77%
EME C -1.76%
EG B -1.69%
IBKR A -1.66%
CAT A -1.62%
RTX A -1.52%
LHX A -1.51%
LEN B -1.48%
FANG C -1.31%
V C -1.3%
AMAT B -1.27%
SKX D -1.24%
TSM B -1.21%
LDOS A -1.01%
ARM C -0.98%
Compare ETFs