IYG vs. AIEQ ETF Comparison
Comparison of iShares U.S. Financial Services ETF (IYG) to AI Powered Equity ETF (AIEQ)
IYG
iShares U.S. Financial Services ETF
IYG Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial services 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. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$81.46
Average Daily Volume
47,515
Number of Holdings
*
102
* may have additional holdings in another (foreign) market
AIEQ
AI Powered Equity ETF
AIEQ Description
The investment seeks capital appreciation. The fund is actively managed and invests primarily in equity securities listed on a U.S. exchange based on the results of a proprietary, quantitative model (the EquBot Model) developed by EquBot LLC (EquBot) that runs on the IBM Watson? platform. EquBot, the fund's sub-adviser, is a technology based company focused on applying artificial intelligence (AI) based solutions to investment analyses. The fund is non-diversified.Grade (RS Rating)
Last Trade
$41.28
Average Daily Volume
7,436
Number of Holdings
*
136
* may have additional holdings in another (foreign) market
Performance
| Period | IYG | AIEQ |
|---|---|---|
| 30 Days | 9.66% | 9.30% |
| 60 Days | 14.50% | 10.19% |
| 90 Days | 16.89% | 11.69% |
| 12 Months | 51.21% | 34.55% |
IYG Overweight 96 Positions Relative to AIEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 13.92% | |
| JPM | A | 11.28% | |
| V | A | 8.36% | |
| MA | C | 6.96% | |
| BAC | A | 5.1% | |
| WFC | A | 4.09% | |
| MS | A | 2.7% | |
| AXP | A | 2.6% | |
| SPGI | C | 2.6% | |
| BLK | C | 2.36% | |
| C | A | 2.12% | |
| BX | A | 2.11% | |
| SCHW | B | 1.95% | |
| KKR | A | 1.63% | |
| ICE | C | 1.44% | |
| PNC | B | 1.34% | |
| CME | A | 1.31% | |
| USB | A | 1.26% | |
| MCO | B | 1.2% | |
| APO | B | 1.19% | |
| COF | B | 1.14% | |
| TFC | A | 1.01% | |
| COIN | C | 1.0% | |
| BK | A | 0.93% | |
| AMP | A | 0.89% | |
| MSCI | C | 0.75% | |
| MTB | A | 0.58% | |
| NDAQ | A | 0.53% | |
| FITB | A | 0.52% | |
| ARES | A | 0.5% | |
| RJF | A | 0.48% | |
| STT | A | 0.46% | |
| TROW | B | 0.43% | |
| HBAN | A | 0.42% | |
| SYF | B | 0.42% | |
| RF | A | 0.39% | |
| HOOD | B | 0.37% | |
| NTRS | A | 0.35% | |
| CBOE | B | 0.34% | |
| CFG | B | 0.34% | |
| IBKR | A | 0.32% | |
| FDS | B | 0.3% | |
| KEY | B | 0.29% | |
| EWBC | A | 0.24% | |
| EQH | B | 0.24% | |
| TW | A | 0.24% | |
| SOFI | A | 0.23% | |
| JEF | A | 0.2% | |
| OWL | A | 0.19% | |
| SF | B | 0.19% | |
| FHN | A | 0.18% | |
| WBS | A | 0.17% | |
| CG | A | 0.17% | |
| EVR | B | 0.17% | |
| WAL | B | 0.16% | |
| MKTX | D | 0.16% | |
| ALLY | C | 0.16% | |
| CMA | A | 0.15% | |
| MORN | B | 0.15% | |
| PNFP | B | 0.15% | |
| CBSH | A | 0.14% | |
| WTFC | A | 0.14% | |
| ZION | B | 0.14% | |
| CFR | B | 0.14% | |
| HLNE | B | 0.13% | |
| SEIC | B | 0.13% | |
| PB | A | 0.13% | |
| IVZ | B | 0.13% | |
| VOYA | B | 0.13% | |
| SSB | B | 0.13% | |
| SNV | B | 0.13% | |
| BPOP | B | 0.12% | |
| LAZ | B | 0.11% | |
| MTG | C | 0.11% | |
| BEN | C | 0.11% | |
| JHG | A | 0.1% | |
| ESNT | D | 0.1% | |
| FNB | A | 0.1% | |
| GBCI | B | 0.1% | |
| FFIN | B | 0.09% | |
| RDN | C | 0.09% | |
| UMBF | B | 0.09% | |
| SLM | A | 0.09% | |
| TPG | A | 0.09% | |
| UBSI | B | 0.09% | |
| HOMB | A | 0.09% | |
| AMG | B | 0.09% | |
| VLY | B | 0.08% | |
| OZK | B | 0.08% | |
| FCFS | F | 0.07% | |
| CACC | D | 0.05% | |
| VIRT | B | 0.05% | |
| BOKF | B | 0.04% | |
| RKT | F | 0.03% | |
| UWMC | D | 0.01% | |
| TFSL | A | 0.01% |
IYG Underweight 130 Positions Relative to AIEQ
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -4.07% | |
| AMZN | C | -3.9% | |
| INTC | D | -3.77% | |
| GOOGL | C | -3.4% | |
| AVGO | D | -3.35% | |
| CRWD | B | -2.94% | |
| DIS | B | -2.63% | |
| PLTR | B | -2.62% | |
| ISRG | A | -2.6% | |
| NKE | D | -2.52% | |
| VRTX | F | -2.27% | |
| ELV | F | -2.24% | |
| APH | A | -2.2% | |
| CVX | A | -2.09% | |
| FI | A | -2.08% | |
| VST | B | -1.88% | |
| APP | B | -1.73% | |
| BA | F | -1.65% | |
| CHTR | C | -1.38% | |
| EMR | A | -1.37% | |
| SNOW | C | -1.34% | |
| FANG | D | -1.32% | |
| UPS | C | -1.28% | |
| ZS | C | -1.02% | |
| EW | C | -1.02% | |
| HST | C | -0.98% | |
| F | C | -0.95% | |
| RCL | A | -0.94% | |
| DXCM | D | -0.94% | |
| DASH | A | -0.93% | |
| TEAM | A | -0.92% | |
| LVS | C | -0.89% | |
| TDG | D | -0.87% | |
| HWM | A | -0.82% | |
| SQ | B | -0.81% | |
| HPE | B | -0.77% | |
| FSLR | F | -0.77% | |
| EL | F | -0.72% | |
| BIIB | F | -0.71% | |
| WSM | B | -0.66% | |
| GPC | D | -0.62% | |
| STLD | B | -0.62% | |
| LNG | B | -0.61% | |
| CSL | C | -0.59% | |
| QRVO | F | -0.59% | |
| LYB | F | -0.59% | |
| GRMN | B | -0.55% | |
| OKTA | C | -0.54% | |
| MGM | D | -0.54% | |
| UHS | D | -0.53% | |
| XPO | B | -0.51% | |
| PSTG | D | -0.5% | |
| LII | A | -0.49% | |
| RHP | B | -0.47% | |
| ETSY | D | -0.43% | |
| ENPH | F | -0.43% | |
| LLY | F | -0.42% | |
| SFM | A | -0.39% | |
| IEX | B | -0.37% | |
| AAP | C | -0.36% | |
| GNRC | B | -0.36% | |
| HRB | D | -0.35% | |
| AOS | F | -0.34% | |
| CTLT | B | -0.33% | |
| SNX | C | -0.33% | |
| FN | D | -0.32% | |
| ESTC | C | -0.31% | |
| GL | B | -0.3% | |
| EXP | A | -0.29% | |
| KBR | F | -0.29% | |
| RH | B | -0.29% | |
| BWXT | B | -0.29% | |
| GFS | C | -0.27% | |
| NVT | B | -0.27% | |
| HOG | D | -0.27% | |
| HALO | F | -0.25% | |
| APA | D | -0.24% | |
| RYAN | B | -0.24% | |
| TECH | D | -0.22% | |
| OSK | B | -0.22% | |
| FLR | B | -0.22% | |
| TTC | D | -0.22% | |
| MTSI | B | -0.21% | |
| BPMC | C | -0.21% | |
| CMC | B | -0.2% | |
| BSY | D | -0.19% | |
| CNX | A | -0.19% | |
| COOP | B | -0.19% | |
| SEE | C | -0.18% | |
| FIVN | C | -0.18% | |
| LNC | B | -0.18% | |
| HAE | C | -0.18% | |
| DCI | B | -0.17% | |
| EEFT | B | -0.17% | |
| NBIX | C | -0.17% | |
| VKTX | F | -0.17% | |
| ACI | C | -0.17% | |
| GMED | A | -0.17% | |
| CHRD | D | -0.17% | |
| LNTH | D | -0.16% | |
| TENB | C | -0.16% | |
| DINO | D | -0.16% | |
| MAN | D | -0.16% | |
| MUR | D | -0.15% | |
| SUM | B | -0.15% | |
| ITCI | C | -0.14% | |
| PRGO | B | -0.14% | |
| RIVN | F | -0.14% | |
| TREX | C | -0.14% | |
| POWI | D | -0.14% | |
| JAZZ | B | -0.14% | |
| TDW | F | -0.13% | |
| ST | F | -0.13% | |
| CIVI | D | -0.13% | |
| ORA | B | -0.13% | |
| CHE | D | -0.13% | |
| SM | B | -0.12% | |
| HP | B | -0.12% | |
| LPX | B | -0.12% | |
| MSA | D | -0.11% | |
| VVV | F | -0.11% | |
| NOG | A | -0.11% | |
| TKR | D | -0.11% | |
| GATX | A | -0.1% | |
| EXPO | D | -0.1% | |
| AM | A | -0.1% | |
| CHX | C | -0.07% | |
| WFRD | D | -0.07% | |
| CFLT | B | -0.07% | |
| RIG | D | -0.05% |
IYG: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Credit Services
Banks - Global
Financial Data & Stock Exchanges
Insurance - Diversified
Insurance - Specialty
Specialty Finance
Business Services
Mortgage Finance
Shell Companies
Software - Application
Software - Infrastructure
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Investment Bank
Deposit Products
Financial Products
Cash Management
Investment Banking
Commercial Bank
Investment Management
Real Estate Loans
Cash Management Services
Trust Services
Insurance
Advisory Services
Asset Management
Hedge Funds
Individual Retirement Account
Investment Product
AIEQ: Top Represented Industries & Keywords
Industries:
Biotechnology
Oil & Gas E&P
Semiconductors
Software - Infrastructure
Diversified Industrials
Software - Application
Specialty Retail
Building Materials
Business Services
Aerospace & Defense
Capital Markets
Oil & Gas Equipment & Services
Auto Manufacturers
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Drug Manufacturers - Specialty & Generic
Electronic Components
Engineering & Construction
Grocery Stores
Compare ETFs
