IYF vs. DHS ETF Comparison
Comparison of iShares U.S. Financial ETF (IYF) to WisdomTree High-Yielding Equity Fund (DHS)
IYF
iShares U.S. Financial ETF
IYF Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial 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 Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$114.96
Average Daily Volume
280,165
Number of Holdings
*
135
* may have additional holdings in another (foreign) market
DHS
WisdomTree High-Yielding Equity Fund
DHS Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Equity Income Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of companies with high dividend yields selected from the WisdomTree Dividend Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$97.28
Average Daily Volume
21,776
Number of Holdings
*
363
* may have additional holdings in another (foreign) market
Performance
| Period | IYF | DHS |
|---|---|---|
| 30 Days | 6.32% | 2.75% |
| 60 Days | 13.66% | 6.42% |
| 90 Days | 14.53% | 8.35% |
| 12 Months | 49.28% | 30.00% |
33 Overlapping Holdings
| Symbol | Grade | Weight in IYF | Weight in DHS | Overlap | |
|---|---|---|---|---|---|
| ALLY | C | 0.18% | 0.24% | 0.18% | |
| BEN | C | 0.11% | 0.24% | 0.11% | |
| BK | B | 0.98% | 0.85% | 0.85% | |
| C | B | 2.23% | 2.25% | 2.23% | |
| CG | B | 0.2% | 0.37% | 0.2% | |
| CMA | A | 0.15% | 0.28% | 0.15% | |
| CNA | C | 0.02% | 0.26% | 0.02% | |
| COLB | A | 0.11% | 0.22% | 0.11% | |
| FAF | C | 0.11% | 0.14% | 0.11% | |
| FHB | B | 0.06% | 0.15% | 0.06% | |
| FITB | A | 0.54% | 0.61% | 0.54% | |
| FNB | B | 0.1% | 0.16% | 0.1% | |
| FNF | C | 0.26% | 0.33% | 0.26% | |
| HBAN | A | 0.43% | 0.58% | 0.43% | |
| LNC | B | 0.08% | 0.26% | 0.08% | |
| MS | A | 2.55% | 3.36% | 2.55% | |
| MTB | A | 0.59% | 0.6% | 0.59% | |
| NTRS | A | 0.36% | 0.37% | 0.36% | |
| OMF | A | 0.11% | 0.36% | 0.11% | |
| OWL | B | 0.2% | 0.27% | 0.2% | |
| PNC | B | 1.38% | 1.4% | 1.38% | |
| PRU | B | 0.77% | 0.9% | 0.77% | |
| RF | A | 0.4% | 0.58% | 0.4% | |
| SNV | B | 0.14% | 0.24% | 0.14% | |
| STT | B | 0.49% | 0.49% | 0.49% | |
| TFSL | A | 0.01% | 0.19% | 0.01% | |
| TPG | B | 0.1% | 0.21% | 0.1% | |
| TROW | A | 0.45% | 0.55% | 0.45% | |
| USB | B | 1.33% | 1.43% | 1.33% | |
| UWMC | F | 0.01% | 0.03% | 0.01% | |
| VIRT | B | 0.05% | 0.17% | 0.05% | |
| WBS | A | 0.17% | 0.2% | 0.17% | |
| ZION | B | 0.14% | 0.23% | 0.14% |
IYF Overweight 102 Positions Relative to DHS
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 11.71% | |
| JPM | A | 9.68% | |
| BAC | A | 4.6% | |
| WFC | A | 4.19% | |
| GS | B | 3.14% | |
| SPGI | C | 2.66% | |
| BLK | A | 2.62% | |
| PGR | A | 2.55% | |
| BX | A | 2.13% | |
| CB | C | 1.93% | |
| MMC | D | 1.89% | |
| SCHW | B | 1.87% | |
| KKR | B | 1.74% | |
| ICE | C | 1.52% | |
| APO | B | 1.43% | |
| CME | B | 1.37% | |
| AON | B | 1.28% | |
| MCO | C | 1.26% | |
| AJG | A | 1.08% | |
| TFC | B | 1.06% | |
| AFL | C | 1.03% | |
| TRV | B | 0.99% | |
| AMP | A | 0.94% | |
| COIN | B | 0.87% | |
| ALL | B | 0.86% | |
| AIG | B | 0.85% | |
| MET | C | 0.82% | |
| DFS | B | 0.76% | |
| MSCI | B | 0.76% | |
| ACGL | C | 0.62% | |
| HIG | C | 0.58% | |
| NDAQ | B | 0.55% | |
| WTW | A | 0.55% | |
| ARES | B | 0.53% | |
| RJF | A | 0.51% | |
| BRO | B | 0.45% | |
| FCNCA | B | 0.45% | |
| BR | A | 0.44% | |
| CINF | A | 0.39% | |
| LPLA | A | 0.39% | |
| CFG | B | 0.36% | |
| CBOE | D | 0.36% | |
| MKL | A | 0.36% | |
| HOOD | B | 0.34% | |
| PFG | C | 0.34% | |
| FDS | A | 0.31% | |
| WRB | B | 0.3% | |
| KEY | B | 0.3% | |
| IBKR | A | 0.3% | |
| EG | D | 0.27% | |
| L | A | 0.26% | |
| TW | B | 0.26% | |
| EWBC | B | 0.25% | |
| RGA | A | 0.25% | |
| RNR | D | 0.23% | |
| JEF | B | 0.22% | |
| EQH | B | 0.22% | |
| UNM | A | 0.21% | |
| SOFI | B | 0.21% | |
| SF | A | 0.2% | |
| AIZ | A | 0.19% | |
| FHN | A | 0.19% | |
| EVR | B | 0.19% | |
| PRI | B | 0.18% | |
| WAL | B | 0.17% | |
| AFG | A | 0.17% | |
| GL | B | 0.17% | |
| NLY | C | 0.17% | |
| KNSL | C | 0.17% | |
| MKTX | C | 0.17% | |
| PNFP | B | 0.16% | |
| MORN | B | 0.16% | |
| ORI | A | 0.16% | |
| HLI | B | 0.16% | |
| WTFC | B | 0.15% | |
| CBSH | A | 0.14% | |
| CFR | B | 0.14% | |
| VOYA | B | 0.14% | |
| RYAN | B | 0.13% | |
| SEIC | A | 0.13% | |
| RLI | A | 0.12% | |
| IVZ | B | 0.12% | |
| AGNC | C | 0.12% | |
| PB | B | 0.12% | |
| BPOP | C | 0.12% | |
| MTG | C | 0.11% | |
| LAZ | C | 0.11% | |
| AXS | A | 0.11% | |
| RITM | C | 0.1% | |
| AMG | B | 0.1% | |
| JHG | A | 0.1% | |
| STWD | C | 0.1% | |
| WTM | A | 0.09% | |
| OZK | B | 0.09% | |
| SLM | A | 0.09% | |
| THG | A | 0.09% | |
| AGO | B | 0.08% | |
| KMPR | A | 0.07% | |
| BHF | B | 0.06% | |
| BOKF | B | 0.05% | |
| CACC | D | 0.05% | |
| RKT | F | 0.04% |
IYF Underweight 330 Positions Relative to DHS
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | -6.32% | |
| ABBV | F | -5.65% | |
| MO | A | -4.81% | |
| CVX | A | -4.45% | |
| IBM | D | -4.39% | |
| PM | B | -4.03% | |
| BMY | B | -1.93% | |
| GILD | B | -1.72% | |
| UPS | C | -1.55% | |
| DUK | D | -1.44% | |
| SO | D | -1.42% | |
| EOG | A | -1.37% | |
| OKE | A | -1.31% | |
| WMB | B | -1.28% | |
| D | D | -1.07% | |
| KMB | D | -1.0% | |
| PEG | C | -0.93% | |
| AEP | D | -0.86% | |
| ETR | B | -0.85% | |
| DOW | F | -0.74% | |
| ED | D | -0.73% | |
| KHC | F | -0.7% | |
| KVUE | A | -0.7% | |
| GLW | B | -0.69% | |
| HPQ | B | -0.59% | |
| EXC | C | -0.58% | |
| EIX | C | -0.57% | |
| K | A | -0.5% | |
| WEC | B | -0.47% | |
| FE | D | -0.46% | |
| IP | B | -0.46% | |
| BBY | C | -0.44% | |
| CRBG | C | -0.43% | |
| ES | D | -0.4% | |
| PPL | A | -0.4% | |
| DTE | D | -0.39% | |
| VTRS | B | -0.38% | |
| PSA | D | -0.35% | |
| SPG | A | -0.35% | |
| AM | B | -0.35% | |
| PNW | A | -0.34% | |
| EVRG | A | -0.33% | |
| DLR | C | -0.33% | |
| TSN | B | -0.32% | |
| JXN | C | -0.32% | |
| OGE | B | -0.3% | |
| CAG | F | -0.29% | |
| TPR | A | -0.29% | |
| NI | A | -0.29% | |
| O | D | -0.28% | |
| CHRD | D | -0.28% | |
| CCI | F | -0.27% | |
| DTM | A | -0.27% | |
| EMN | D | -0.25% | |
| CIVI | D | -0.25% | |
| LNT | C | -0.25% | |
| SJM | F | -0.23% | |
| OGN | F | -0.23% | |
| IPG | F | -0.22% | |
| CNS | C | -0.21% | |
| AVB | B | -0.2% | |
| IRM | D | -0.2% | |
| VCTR | C | -0.2% | |
| EXR | D | -0.2% | |
| MC | B | -0.19% | |
| RDN | C | -0.19% | |
| VICI | D | -0.19% | |
| NFG | D | -0.19% | |
| AROC | B | -0.18% | |
| FLO | F | -0.18% | |
| WU | F | -0.18% | |
| UGI | D | -0.18% | |
| NXST | C | -0.18% | |
| GBCI | B | -0.18% | |
| WEN | C | -0.18% | |
| TNL | A | -0.17% | |
| CCOI | C | -0.17% | |
| EQR | C | -0.17% | |
| KTB | A | -0.17% | |
| TDS | C | -0.16% | |
| VTR | C | -0.16% | |
| ALE | A | -0.16% | |
| FBP | B | -0.16% | |
| ASB | B | -0.16% | |
| UBSI | B | -0.16% | |
| SON | F | -0.16% | |
| JWN | B | -0.16% | |
| KNTK | B | -0.16% | |
| SFNC | B | -0.15% | |
| HTLF | B | -0.15% | |
| FIBK | B | -0.15% | |
| MTN | C | -0.15% | |
| POR | D | -0.15% | |
| PFS | B | -0.15% | |
| VLY | B | -0.15% | |
| SWX | B | -0.15% | |
| TRN | B | -0.14% | |
| NOG | B | -0.14% | |
| VAC | B | -0.14% | |
| FULT | B | -0.14% | |
| FFBC | B | -0.14% | |
| BKH | A | -0.14% | |
| CBU | B | -0.14% | |
| OGS | B | -0.14% | |
| PRK | B | -0.14% | |
| SMG | D | -0.14% | |
| NJR | A | -0.13% | |
| SR | C | -0.13% | |
| BOH | B | -0.13% | |
| AUB | A | -0.13% | |
| M | C | -0.13% | |
| PHIN | B | -0.13% | |
| IBTX | B | -0.13% | |
| INDB | B | -0.12% | |
| MAA | C | -0.12% | |
| TRMK | B | -0.12% | |
| CVBF | B | -0.12% | |
| PPBI | B | -0.12% | |
| AVA | C | -0.12% | |
| FRME | B | -0.12% | |
| BKU | A | -0.12% | |
| CWEN | D | -0.12% | |
| NWE | C | -0.12% | |
| BANR | B | -0.12% | |
| ENR | A | -0.11% | |
| BKE | A | -0.11% | |
| HUN | F | -0.11% | |
| KSS | D | -0.11% | |
| LCII | D | -0.11% | |
| PINC | B | -0.11% | |
| ARE | F | -0.11% | |
| TOWN | B | -0.11% | |
| ESS | C | -0.11% | |
| STC | C | -0.1% | |
| WSBC | B | -0.1% | |
| KIM | A | -0.1% | |
| UPBD | B | -0.1% | |
| FCF | B | -0.1% | |
| NWBI | B | -0.1% | |
| MAN | F | -0.1% | |
| STBA | B | -0.09% | |
| HOPE | B | -0.09% | |
| UDR | C | -0.09% | |
| PTVE | C | -0.09% | |
| SASR | A | -0.09% | |
| CVI | F | -0.09% | |
| VRTS | B | -0.09% | |
| CRI | D | -0.09% | |
| HMN | B | -0.09% | |
| KLG | F | -0.09% | |
| WWW | B | -0.09% | |
| BUSE | B | -0.08% | |
| KALU | C | -0.08% | |
| CC | C | -0.08% | |
| NWN | B | -0.08% | |
| NAVI | D | -0.08% | |
| HST | D | -0.08% | |
| GLPI | D | -0.08% | |
| PBI | C | -0.08% | |
| REG | A | -0.08% | |
| KRO | D | -0.08% | |
| PDCO | F | -0.08% | |
| VBTX | B | -0.08% | |
| CPT | C | -0.08% | |
| GEF | B | -0.08% | |
| CRGY | A | -0.07% | |
| AMSF | B | -0.07% | |
| DCOM | B | -0.07% | |
| SAFT | B | -0.07% | |
| BLMN | F | -0.07% | |
| WPC | F | -0.07% | |
| XRX | F | -0.07% | |
| UVV | B | -0.07% | |
| LAMR | D | -0.07% | |
| FRT | B | -0.06% | |
| SXC | B | -0.06% | |
| CTBI | B | -0.06% | |
| GRNT | B | -0.06% | |
| TMP | B | -0.06% | |
| SBSI | B | -0.06% | |
| LEG | F | -0.06% | |
| CUBE | D | -0.06% | |
| OCFC | B | -0.06% | |
| PEBO | A | -0.06% | |
| FCBC | B | -0.05% | |
| NNN | F | -0.05% | |
| BRX | A | -0.05% | |
| CWEN | D | -0.05% | |
| HFWA | B | -0.05% | |
| UVSP | B | -0.05% | |
| BRKL | B | -0.05% | |
| CFFN | B | -0.05% | |
| CBRL | C | -0.05% | |
| MNRO | B | -0.05% | |
| DLX | B | -0.05% | |
| PFC | B | -0.05% | |
| GES | F | -0.05% | |
| SWBI | D | -0.04% | |
| CAC | B | -0.04% | |
| UVE | B | -0.04% | |
| REPX | A | -0.04% | |
| SPTN | F | -0.04% | |
| TRST | B | -0.04% | |
| ANET | C | -0.04% | |
| HAFC | B | -0.04% | |
| RHP | B | -0.04% | |
| ETD | D | -0.04% | |
| HBT | B | -0.04% | |
| MBWM | B | -0.04% | |
| STAG | D | -0.04% | |
| ADC | A | -0.04% | |
| CPF | B | -0.04% | |
| JBSS | F | -0.04% | |
| IBCP | B | -0.04% | |
| HBNC | A | -0.04% | |
| EGBN | B | -0.04% | |
| BSRR | B | -0.03% | |
| KRC | C | -0.03% | |
| NVEC | D | -0.03% | |
| BGS | F | -0.03% | |
| DHIL | A | -0.03% | |
| ITIC | B | -0.03% | |
| BHRB | B | -0.03% | |
| MOFG | B | -0.03% | |
| SLG | C | -0.03% | |
| FFIC | B | -0.03% | |
| IRT | A | -0.03% | |
| GTN | F | -0.03% | |
| SBRA | C | -0.03% | |
| GCMG | B | -0.03% | |
| KRNY | B | -0.03% | |
| SHBI | A | -0.03% | |
| NPK | B | -0.03% | |
| EPRT | C | -0.03% | |
| MPB | B | -0.03% | |
| RYN | F | -0.03% | |
| MSBI | B | -0.03% | |
| NFBK | B | -0.03% | |
| EBF | C | -0.03% | |
| DIN | C | -0.03% | |
| BHB | B | -0.03% | |
| FMNB | B | -0.03% | |
| THFF | A | -0.03% | |
| PLOW | C | -0.03% | |
| ACCO | B | -0.03% | |
| EGY | F | -0.03% | |
| HTBK | B | -0.03% | |
| WASH | B | -0.03% | |
| PCB | B | -0.02% | |
| PKBK | A | -0.02% | |
| DEI | B | -0.02% | |
| LXP | D | -0.02% | |
| RM | D | -0.02% | |
| FLIC | B | -0.02% | |
| CZNC | B | -0.02% | |
| SAVE | F | -0.02% | |
| FRST | B | -0.02% | |
| FNLC | B | -0.02% | |
| SPOK | B | -0.02% | |
| AROW | B | -0.02% | |
| FF | D | -0.02% | |
| HVT | F | -0.02% | |
| CIVB | B | -0.02% | |
| NEWT | B | -0.02% | |
| AKR | B | -0.02% | |
| UE | B | -0.02% | |
| EPR | D | -0.02% | |
| PFIS | B | -0.02% | |
| PK | C | -0.02% | |
| VLGEA | B | -0.02% | |
| BNL | D | -0.02% | |
| MSB | B | -0.02% | |
| IIPR | F | -0.02% | |
| WSBF | C | -0.02% | |
| LGTY | B | -0.02% | |
| BRY | F | -0.02% | |
| CTRE | C | -0.02% | |
| WTBA | B | -0.02% | |
| PCH | F | -0.02% | |
| CDP | C | -0.02% | |
| FISI | B | -0.02% | |
| MPX | C | -0.02% | |
| SKT | A | -0.02% | |
| NRIM | A | -0.02% | |
| NHI | D | -0.02% | |
| BMRC | A | -0.02% | |
| FMAO | B | -0.02% | |
| NSA | D | -0.02% | |
| DGICA | A | -0.02% | |
| ALRS | C | -0.02% | |
| RBB | A | -0.02% | |
| CUZ | B | -0.02% | |
| MAC | B | -0.02% | |
| EVC | B | -0.01% | |
| OLP | B | -0.01% | |
| WSR | B | -0.01% | |
| PLYM | F | -0.01% | |
| NXRT | B | -0.01% | |
| AAT | B | -0.01% | |
| MOV | C | -0.01% | |
| NUS | C | -0.01% | |
| CBL | B | -0.01% | |
| ALEX | B | -0.01% | |
| LTC | B | -0.01% | |
| ROIC | A | -0.01% | |
| III | C | -0.01% | |
| ALX | D | -0.01% | |
| DEA | D | -0.01% | |
| UMH | C | -0.01% | |
| GTY | C | -0.01% | |
| KW | C | -0.01% | |
| ELME | D | -0.01% | |
| JBGS | F | -0.01% | |
| NWFL | B | -0.01% | |
| RGP | D | -0.01% | |
| FCPT | C | -0.01% | |
| NXDT | F | -0.0% | |
| BRT | B | -0.0% | |
| PKST | F | -0.0% | |
| PSTL | C | -0.0% | |
| CHCT | C | -0.0% | |
| RMR | F | -0.0% | |
| NTST | F | -0.0% | |
| CSR | B | -0.0% | |
| AHH | D | -0.0% | |
| CTO | B | -0.0% | |
| BFS | C | -0.0% | |
| LAND | F | -0.0% | |
| GMRE | F | -0.0% | |
| INN | D | -0.0% |
IYF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Insurance - Property & Casualty
Insurance - Life
Insurance - Diversified
Banks - Global
Credit Services
Insurance - Specialty
Insurance Brokers
Financial Data & Stock Exchanges
Insurance - Reinsurance
Business Services
REIT - Diversified
REIT - Residential
Mortgage Finance
Shell Companies
Software - Application
Software - Infrastructure
Specialty Finance
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Investment Bank
Commercial Banking
Disability
Financial Products
Investment Management
Cash Management
Casualty Insurance
Life Insurance
Deposit Products
Investment Banking
Advisory Services
Cash Management Services
Commercial Bank
Health Insurance
Investment Product
DHS: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
REIT - Retail
Asset Management
REIT - Diversified
Utilities - Regulated Electric
REIT - Residential
Oil & Gas E&P
REIT - Office
Packaged Foods
REIT - Industrial
Savings & Cooperative Banks
Utilities - Diversified
REIT - Healthcare Facilities
Utilities - Regulated Gas
Insurance - Property & Casualty
REIT - Hotel & Motel
Chemicals
Credit Services
Insurance - Specialty
Oil & Gas Midstream
Keywords:
Bank
S&P 500
Banking
Real Estate Investment Trust
Deposit Products
Real Estate Loans
Natural Gas
Commercial Banking
Trust Services
Investment Management
Demand Deposit
Electricity
Cash Management Services
Insurance
Cash Management
Commercial Bank
Loan Products
Mortgage Loan
Real Estate Market
Individual Retirement Account
Compare ETFs
