IYG vs. BELT ETF Comparison

Comparison of iShares U.S. Financial Services ETF (IYG) to BlackRock Long-Term U.S. Equity ETF (BELT)
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

$80.59

Average Daily Volume

47,076

Number of Holdings *

102

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

BlackRock Long-Term U.S. Equity ETF

BELT Description Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.04

Average Daily Volume

996

Number of Holdings *

20

* may have additional holdings in another (foreign) market
Performance
Period IYG BELT
30 Days 6.63% 0.73%
60 Days 11.69% 0.98%
90 Days 15.46% 2.70%
12 Months 48.11%
2 Overlapping Holdings
Symbol Grade Weight in IYG Weight in BELT Overlap
MA B 6.96% 6.87% 6.87%
SPGI D 2.6% 5.04% 2.6%
IYG Overweight 100 Positions Relative to BELT
Symbol Grade Weight
BRK.A B 13.92%
JPM B 11.28%
V A 8.36%
BAC A 5.1%
WFC A 4.09%
GS B 3.03%
MS B 2.7%
AXP B 2.6%
BLK B 2.36%
C B 2.12%
BX A 2.11%
SCHW A 1.95%
KKR B 1.63%
ICE D 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 B 1.01%
COIN B 1.0%
BK B 0.93%
AMP A 0.89%
MSCI C 0.75%
DFS B 0.72%
MTB A 0.58%
NDAQ A 0.53%
FITB B 0.52%
ARES A 0.5%
RJF A 0.48%
STT A 0.46%
TROW B 0.43%
FCNCA A 0.43%
HBAN B 0.42%
SYF B 0.42%
RF A 0.39%
LPLA A 0.38%
HOOD B 0.37%
NTRS A 0.35%
CBOE C 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 B 0.18%
WBS A 0.17%
CG B 0.17%
EVR B 0.17%
HLI A 0.16%
WAL B 0.16%
MKTX D 0.16%
ALLY C 0.16%
CMA B 0.15%
MORN B 0.15%
PNFP B 0.15%
CBSH B 0.14%
WTFC B 0.14%
ZION B 0.14%
CFR B 0.14%
HLNE B 0.13%
SEIC B 0.13%
PB B 0.13%
IVZ B 0.13%
VOYA B 0.13%
SSB B 0.13%
SNV B 0.13%
BPOP C 0.12%
LAZ B 0.11%
MTG C 0.11%
BEN C 0.11%
OMF A 0.11%
JHG B 0.1%
ESNT D 0.1%
FNB B 0.1%
GBCI B 0.1%
FFIN B 0.09%
RDN D 0.09%
UMBF B 0.09%
SLM A 0.09%
TPG A 0.09%
UBSI B 0.09%
HOMB B 0.09%
AMG B 0.09%
VLY B 0.08%
OZK B 0.08%
FCFS F 0.07%
CACC D 0.05%
VIRT A 0.05%
BOKF B 0.04%
RKT F 0.03%
UWMC D 0.01%
TFSL B 0.01%
IYG Underweight 18 Positions Relative to BELT
Symbol Grade Weight
MSFT D -12.96%
META C -8.52%
GOOG B -7.72%
NVO D -5.28%
CDNS B -5.26%
TT A -4.96%
IR B -4.4%
ISRG A -4.24%
INTU B -4.18%
HWM A -4.11%
CMG C -3.9%
MASI B -3.4%
TMO D -3.21%
ENTG F -2.84%
ADI D -2.8%
FND D -2.56%
NVDA A -2.5%
LRCX F -2.43%
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