IYF vs. ETHO ETF Comparison

Comparison of iShares U.S. Financial ETF (IYF) to Etho Climate Leadership U.S. ETF (ETHO)
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

$116.40

Average Daily Volume

280,997

Number of Holdings *

135

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

Etho Climate Leadership U.S. ETF

ETHO Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Etho Climate Leadership Index - US (the "index"). The index tracks the performance of the equity securities of a diversified set of U.S. companies that are leaders in their industry with respect to their carbon impact. "Carbon impact" is calculated based on the total greenhouse gas ("GHG") emissions from a company's operations, fuel use, supply chain, and business activities, divided by the company's market capitalization. The fund will invest at least 80% of its total assets in the component securities of the index.

Grade (RS Rating)

Last Trade

$62.36

Average Daily Volume

5,273

Number of Holdings *

285

* may have additional holdings in another (foreign) market
Performance
Period IYF ETHO
30 Days 7.20% 5.19%
60 Days 12.04% 4.82%
90 Days 14.06% 5.27%
12 Months 49.08% 22.69%
21 Overlapping Holdings
Symbol Grade Weight in IYF Weight in ETHO Overlap
AGNC C 0.12% 0.33% 0.12%
AJG A 1.07% 0.39% 0.39%
ALLY C 0.17% 0.29% 0.17%
BOKF B 0.04% 0.41% 0.04%
BRO B 0.44% 0.41% 0.41%
CBSH B 0.14% 0.44% 0.14%
CMA B 0.14% 0.42% 0.14%
COLB B 0.11% 0.53% 0.11%
DFS B 0.74% 0.43% 0.43%
FHN A 0.19% 0.43% 0.19%
HBAN A 0.43% 0.41% 0.41%
KEY B 0.3% 0.4% 0.3%
LPLA A 0.39% 0.39% 0.39%
MSCI C 0.76% 0.35% 0.35%
OMF A 0.11% 0.36% 0.11%
OZK B 0.09% 0.34% 0.09%
PRI B 0.18% 0.38% 0.18%
VOYA B 0.14% 0.36% 0.14%
WBS A 0.18% 0.39% 0.18%
WRB A 0.3% 0.33% 0.3%
WTFC A 0.15% 0.41% 0.15%
IYF Overweight 114 Positions Relative to ETHO
Symbol Grade Weight
BRK.A B 11.69%
JPM A 9.82%
BAC A 4.69%
WFC A 4.36%
GS A 3.13%
SPGI C 2.63%
MS A 2.6%
BLK B 2.59%
PGR A 2.5%
C A 2.2%
BX A 2.14%
SCHW B 2.01%
CB C 1.95%
MMC B 1.83%
KKR A 1.69%
ICE C 1.48%
APO B 1.43%
PNC B 1.38%
CME B 1.35%
USB A 1.3%
MCO B 1.25%
AON A 1.24%
AFL B 1.04%
TFC A 1.04%
COIN C 1.01%
TRV B 1.0%
BK A 0.97%
AMP A 0.94%
ALL A 0.86%
MET A 0.82%
AIG B 0.82%
PRU A 0.77%
ACGL C 0.61%
MTB A 0.6%
HIG B 0.58%
FITB B 0.54%
NDAQ A 0.54%
WTW B 0.53%
RJF A 0.51%
ARES A 0.51%
STT B 0.48%
FCNCA A 0.45%
BR A 0.45%
TROW B 0.44%
RF A 0.41%
CINF A 0.39%
MKL A 0.37%
NTRS A 0.36%
HOOD B 0.36%
CFG B 0.35%
CBOE C 0.35%
PFG D 0.33%
IBKR A 0.32%
FDS B 0.31%
EG C 0.27%
L A 0.26%
RGA A 0.26%
FNF B 0.25%
TW A 0.25%
SOFI B 0.24%
EWBC A 0.24%
JEF A 0.22%
RNR C 0.22%
UNM A 0.21%
SF B 0.2%
EQH C 0.2%
CG B 0.19%
AIZ A 0.19%
OWL A 0.19%
EVR B 0.18%
GL C 0.17%
NLY C 0.17%
AFG A 0.17%
KNSL B 0.17%
PNFP B 0.16%
ORI A 0.16%
HLI A 0.16%
MKTX D 0.16%
WAL B 0.16%
MORN B 0.15%
CFR B 0.14%
SNV C 0.14%
ZION B 0.14%
RYAN A 0.13%
SEIC B 0.13%
AXS A 0.12%
BPOP C 0.12%
RLI A 0.12%
PB B 0.12%
MTG C 0.11%
BEN C 0.11%
FAF A 0.11%
IVZ B 0.11%
TPG A 0.1%
RITM C 0.1%
THG A 0.1%
AMG B 0.1%
JHG B 0.1%
STWD C 0.1%
FNB A 0.1%
LAZ B 0.1%
WTM A 0.09%
SLM A 0.09%
KMPR A 0.08%
AGO B 0.08%
LNC C 0.07%
BHF C 0.06%
FHB B 0.06%
CACC D 0.05%
VIRT A 0.05%
RKT F 0.03%
CNA C 0.02%
UWMC D 0.01%
TFSL A 0.01%
IYF Underweight 264 Positions Relative to ETHO
Symbol Grade Weight
SFM A -0.73%
AGIO C -0.65%
TSLA B -0.61%
LITE B -0.6%
VCYT B -0.58%
ALNY D -0.57%
FTDR B -0.56%
UTHR C -0.56%
IDCC B -0.56%
SASR B -0.55%
HLNE B -0.55%
PIPR A -0.54%
TWLO A -0.53%
NVDA B -0.52%
PODD C -0.51%
CARG B -0.51%
GDDY A -0.51%
PLNT A -0.5%
GKOS B -0.49%
AAON B -0.49%
PTGX D -0.48%
CAC C -0.48%
TMUS B -0.48%
EXEL B -0.48%
MATX C -0.48%
EXTR C -0.47%
SMAR B -0.47%
BKU A -0.47%
CPRX C -0.46%
BMI B -0.45%
BKNG A -0.45%
CAKE C -0.44%
LQDT B -0.44%
ANET C -0.44%
NFLX A -0.44%
NOW A -0.44%
DOCU B -0.44%
FFBC B -0.43%
CNS B -0.43%
MOD A -0.43%
MMSI A -0.43%
ASB B -0.42%
BRC D -0.42%
INGR C -0.42%
ZM C -0.42%
FFIV B -0.42%
PYPL B -0.42%
AAPL C -0.42%
HWC B -0.42%
EPRT B -0.41%
FIBK B -0.41%
NYT D -0.41%
AXP A -0.41%
BOH B -0.41%
TGNA B -0.41%
LII A -0.41%
AAT B -0.41%
MSEX C -0.41%
BOX B -0.4%
TTWO A -0.4%
EA A -0.4%
VRSK A -0.4%
HNI B -0.4%
LAD A -0.4%
AWR B -0.39%
URI C -0.39%
TXN C -0.39%
PPBI C -0.39%
TJX A -0.39%
CSCO B -0.39%
ADSK A -0.39%
PAYX B -0.39%
ATEN A -0.39%
BE B -0.39%
ATR B -0.39%
AUB B -0.39%
NTNX B -0.38%
SSNC B -0.38%
DAY B -0.38%
RUSHA C -0.38%
DEA D -0.38%
ITGR B -0.38%
NMIH C -0.38%
VRTX D -0.38%
GWW B -0.38%
CTS C -0.38%
RMD C -0.38%
ATRC C -0.38%
TRMB B -0.37%
BUSE B -0.37%
REZI A -0.37%
CRM B -0.37%
DECK A -0.37%
NTAP C -0.37%
ESI B -0.37%
PFGC B -0.37%
PAYC B -0.37%
BCPC B -0.37%
LZB B -0.37%
DBX B -0.37%
BURL B -0.37%
CWT C -0.37%
JBT B -0.37%
DT D -0.37%
IT C -0.37%
CARS C -0.36%
INFN D -0.36%
BERY C -0.36%
V A -0.36%
HUBS A -0.36%
SCSC C -0.36%
RL C -0.36%
ABG C -0.36%
PFSI C -0.36%
AMGN F -0.35%
TPH D -0.35%
HAE C -0.35%
ADI D -0.35%
OMC C -0.35%
CSGS B -0.35%
AWK C -0.35%
MA B -0.35%
INTU B -0.35%
ZS B -0.35%
DDOG A -0.34%
NTCT C -0.34%
COLM C -0.34%
KR B -0.34%
LFUS D -0.34%
RARE F -0.34%
ZTS D -0.34%
SHOO F -0.34%
YETI D -0.34%
ADBE C -0.34%
PEN B -0.34%
PINC B -0.34%
GIII D -0.34%
GEF A -0.34%
VEEV C -0.33%
JKHY D -0.33%
MSFT D -0.33%
WDAY B -0.33%
MTH D -0.33%
ITW B -0.33%
VZ C -0.33%
XHR B -0.33%
FELE B -0.33%
PTC B -0.33%
CMG B -0.33%
CHD A -0.33%
SCS C -0.33%
AMTB B -0.33%
KMB C -0.33%
NOVT D -0.32%
BZH C -0.32%
VRSN C -0.32%
TTGT B -0.32%
CGNX D -0.32%
KRO C -0.32%
RHI C -0.32%
HASI D -0.32%
PFE F -0.32%
ROK C -0.32%
CDNS B -0.32%
WTS B -0.32%
ANSS B -0.32%
APLE B -0.32%
RHP B -0.32%
OLED F -0.32%
TER F -0.31%
NDSN B -0.31%
LCII C -0.31%
QCOM F -0.31%
SHO D -0.31%
PARA C -0.31%
SYY D -0.31%
VVV D -0.31%
ROST D -0.31%
XYL D -0.31%
PSTG D -0.31%
ESNT F -0.31%
FC F -0.31%
BL B -0.31%
THR B -0.3%
MSA F -0.3%
SIGI C -0.3%
KLAC F -0.3%
CASS C -0.3%
POWI F -0.29%
AMAT F -0.29%
MPWR F -0.29%
EPC F -0.29%
EPAM B -0.29%
PLD F -0.29%
NBIX C -0.29%
IPG D -0.29%
ALG B -0.28%
GPN B -0.28%
VAC C -0.28%
ELAN D -0.28%
IONS F -0.28%
ROG D -0.28%
RMBS B -0.28%
SITE F -0.27%
MDB B -0.27%
MYRG B -0.27%
MKSI C -0.27%
REXR F -0.27%
IPGP D -0.27%
USNA C -0.27%
GNTX C -0.27%
SCL C -0.27%
LEVI F -0.27%
FND D -0.26%
IDXX F -0.26%
MXL C -0.26%
CYTK F -0.26%
AMKR D -0.26%
THS D -0.26%
AOS F -0.26%
RGEN D -0.26%
THRM F -0.25%
LRCX F -0.25%
BMRN F -0.25%
AMD F -0.25%
COHU C -0.25%
ETSY D -0.25%
CDW F -0.24%
TREX C -0.24%
TPIC F -0.24%
IRBT F -0.24%
EXAS D -0.24%
DENN D -0.24%
MRK D -0.24%
ENTG D -0.24%
OKTA C -0.24%
ARWR D -0.24%
EW C -0.23%
MOV D -0.23%
HVT D -0.22%
LEA F -0.22%
CROX D -0.22%
CRI F -0.21%
LSCC D -0.21%
HPP F -0.21%
EB C -0.21%
ALLO F -0.2%
COTY F -0.2%
KELYA F -0.2%
PLUG F -0.19%
BRKR D -0.19%
NOVA F -0.18%
HELE C -0.18%
PCRX C -0.18%
W D -0.18%
DXCM C -0.17%
ATKR D -0.16%
ENPH F -0.16%
AMN F -0.13%
MRNA F -0.13%
EDIT F -0.13%
EL F -0.13%
NVRO F -0.1%
CHGG C -0.07%
Compare ETFs