IYG vs. DHS ETF Comparison
Comparison of iShares U.S. Financial Services ETF (IYG) to WisdomTree High-Yielding Equity Fund (DHS)
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
$79.70
Average Daily Volume
44,402
Number of Holdings
*
102
* 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 | IYG | DHS |
|---|---|---|
| 30 Days | 7.48% | 2.75% |
| 60 Days | 14.93% | 6.42% |
| 90 Days | 15.96% | 8.35% |
| 12 Months | 49.70% | 30.00% |
30 Overlapping Holdings
| Symbol | Grade | Weight in IYG | Weight in DHS | Overlap | |
|---|---|---|---|---|---|
| ALLY | C | 0.17% | 0.24% | 0.17% | |
| BEN | C | 0.11% | 0.24% | 0.11% | |
| BK | B | 0.95% | 0.85% | 0.85% | |
| C | B | 2.15% | 2.25% | 2.15% | |
| CG | B | 0.18% | 0.37% | 0.18% | |
| CMA | A | 0.15% | 0.28% | 0.15% | |
| FITB | A | 0.52% | 0.61% | 0.52% | |
| FNB | B | 0.1% | 0.16% | 0.1% | |
| GBCI | B | 0.11% | 0.18% | 0.11% | |
| HBAN | A | 0.42% | 0.58% | 0.42% | |
| MS | A | 2.65% | 3.36% | 2.65% | |
| MTB | A | 0.58% | 0.6% | 0.58% | |
| NTRS | A | 0.35% | 0.37% | 0.35% | |
| OMF | A | 0.11% | 0.36% | 0.11% | |
| OWL | B | 0.2% | 0.27% | 0.2% | |
| PNC | B | 1.34% | 1.4% | 1.34% | |
| RDN | C | 0.09% | 0.19% | 0.09% | |
| RF | A | 0.39% | 0.58% | 0.39% | |
| SNV | B | 0.14% | 0.24% | 0.14% | |
| STT | B | 0.47% | 0.49% | 0.47% | |
| TFSL | A | 0.01% | 0.19% | 0.01% | |
| TPG | B | 0.1% | 0.21% | 0.1% | |
| TROW | A | 0.44% | 0.55% | 0.44% | |
| UBSI | B | 0.09% | 0.16% | 0.09% | |
| USB | B | 1.28% | 1.43% | 1.28% | |
| UWMC | F | 0.01% | 0.03% | 0.01% | |
| VIRT | B | 0.05% | 0.17% | 0.05% | |
| VLY | B | 0.07% | 0.15% | 0.07% | |
| WBS | A | 0.16% | 0.2% | 0.16% | |
| ZION | B | 0.14% | 0.23% | 0.14% |
IYG Overweight 72 Positions Relative to DHS
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 13.96% | |
| JPM | A | 11.14% | |
| V | A | 8.46% | |
| MA | B | 7.08% | |
| BAC | A | 5.01% | |
| WFC | A | 3.94% | |
| GS | B | 3.05% | |
| AXP | B | 2.67% | |
| SPGI | C | 2.64% | |
| BLK | A | 2.39% | |
| BX | A | 2.1% | |
| SCHW | B | 1.81% | |
| KKR | B | 1.68% | |
| ICE | C | 1.48% | |
| CME | B | 1.32% | |
| MCO | C | 1.21% | |
| APO | B | 1.19% | |
| COF | B | 1.17% | |
| TFC | B | 1.02% | |
| AMP | A | 0.89% | |
| COIN | B | 0.86% | |
| MSCI | B | 0.75% | |
| DFS | B | 0.73% | |
| NDAQ | B | 0.54% | |
| ARES | B | 0.51% | |
| RJF | A | 0.48% | |
| SYF | B | 0.43% | |
| FCNCA | B | 0.43% | |
| LPLA | A | 0.38% | |
| HOOD | B | 0.35% | |
| CFG | B | 0.35% | |
| CBOE | D | 0.35% | |
| KEY | B | 0.3% | |
| FDS | A | 0.3% | |
| IBKR | A | 0.3% | |
| TW | B | 0.25% | |
| EQH | B | 0.25% | |
| EWBC | B | 0.24% | |
| SOFI | B | 0.21% | |
| SF | A | 0.2% | |
| JEF | B | 0.19% | |
| FHN | A | 0.18% | |
| EVR | B | 0.18% | |
| MKTX | C | 0.17% | |
| MORN | B | 0.16% | |
| HLI | B | 0.16% | |
| WAL | B | 0.16% | |
| CFR | B | 0.15% | |
| PNFP | B | 0.15% | |
| SSB | B | 0.14% | |
| IVZ | B | 0.14% | |
| WTFC | B | 0.14% | |
| PB | B | 0.13% | |
| HLNE | B | 0.13% | |
| SEIC | A | 0.13% | |
| VOYA | B | 0.13% | |
| CBSH | A | 0.13% | |
| LAZ | C | 0.12% | |
| BPOP | C | 0.12% | |
| MTG | C | 0.11% | |
| JHG | A | 0.1% | |
| ESNT | D | 0.1% | |
| FFIN | B | 0.09% | |
| SLM | A | 0.09% | |
| HOMB | A | 0.09% | |
| UMBF | B | 0.09% | |
| AMG | B | 0.09% | |
| OZK | B | 0.08% | |
| FCFS | F | 0.07% | |
| CACC | D | 0.05% | |
| RKT | F | 0.04% | |
| BOKF | B | 0.04% |
IYG Underweight 333 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% | |
| PRU | B | -0.9% | |
| 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% | |
| FNF | C | -0.33% | |
| 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% | |
| CNA | C | -0.26% | |
| LNC | B | -0.26% | |
| EMN | D | -0.25% | |
| CIVI | D | -0.25% | |
| LNT | C | -0.25% | |
| SJM | F | -0.23% | |
| OGN | F | -0.23% | |
| COLB | A | -0.22% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| FHB | B | -0.15% | |
| POR | D | -0.15% | |
| PFS | 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% | |
| FAF | C | -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% |
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
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
