IYG vs. DVDN ETF Comparison
Comparison of iShares U.S. Financial Services ETF (IYG) to Kingsbarn Dividend Opportunity ETF (DVDN)
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
$67.09
Average Daily Volume
55,149
102
DVDN
Kingsbarn Dividend Opportunity ETF
DVDN Description
The fund seeks to achieve its investment objective by investing, under normal market circumstances, at least 80% of its net assets in dividend-paying companies. The adviser intends to invest a substantial portion of its assets in publicly listed equity securities of U.S. mortgage REITs and business development companies that invest in residential and commercial loans and securities, business loans to private companies, and various types of derivatives for both investment and risk management purposes. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.02
Average Daily Volume
58
10
Performance
| Period | IYG | DVDN |
|---|---|---|
| 30 Days | 4.44% | 8.35% |
| 60 Days | 1.86% | 6.65% |
| 90 Days | 6.48% | 10.76% |
| 12 Months | 26.31% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IYG | Weight in DVDN | Overlap |
|---|
IYG Overweight 102 Positions Relative to DVDN
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | C | 14.46% | |
| JPM | B | 11.8% | |
| V | F | 8.34% | |
| MA | D | 7.24% | |
| BAC | A | 5.48% | |
| WFC | B | 4.17% | |
| GS | A | 2.97% | |
| SPGI | A | 2.83% | |
| AXP | B | 2.64% | |
| MS | A | 2.47% | |
| C | B | 2.42% | |
| SCHW | C | 2.18% | |
| BLK | B | 2.17% | |
| BX | B | 1.73% | |
| ICE | A | 1.59% | |
| CME | D | 1.39% | |
| KKR | B | 1.39% | |
| MCO | A | 1.31% | |
| PNC | A | 1.24% | |
| USB | B | 1.22% | |
| APO | A | 1.04% | |
| COF | C | 1.04% | |
| TFC | A | 1.02% | |
| BK | A | 0.89% | |
| AMP | B | 0.85% | |
| COIN | D | 0.79% | |
| MSCI | C | 0.76% | |
| DFS | B | 0.65% | |
| TROW | B | 0.51% | |
| FITB | B | 0.5% | |
| MTB | A | 0.49% | |
| ARES | C | 0.48% | |
| NDAQ | B | 0.45% | |
| STT | B | 0.44% | |
| RJF | D | 0.44% | |
| LPLA | D | 0.41% | |
| FCNCA | B | 0.4% | |
| HBAN | C | 0.38% | |
| SYF | A | 0.38% | |
| RF | A | 0.36% | |
| NTRS | B | 0.34% | |
| CFG | A | 0.33% | |
| FDS | D | 0.31% | |
| KEY | B | 0.27% | |
| IBKR | D | 0.27% | |
| EQH | A | 0.25% | |
| HOOD | C | 0.24% | |
| TW | D | 0.24% | |
| ALLY | A | 0.22% | |
| EWBC | C | 0.2% | |
| JEF | A | 0.18% | |
| FHN | A | 0.17% | |
| SF | B | 0.17% | |
| CG | C | 0.17% | |
| OWL | D | 0.16% | |
| MORN | B | 0.16% | |
| VOYA | D | 0.15% | |
| MKTX | D | 0.15% | |
| WAL | B | 0.14% | |
| HLI | A | 0.14% | |
| WBS | C | 0.14% | |
| ZION | A | 0.13% | |
| CBSH | B | 0.13% | |
| SEIC | C | 0.13% | |
| BPOP | A | 0.13% | |
| CMA | A | 0.13% | |
| BEN | D | 0.13% | |
| SOFI | F | 0.13% | |
| IVZ | C | 0.13% | |
| SNV | A | 0.12% | |
| MTG | A | 0.12% | |
| OMF | C | 0.12% | |
| PNFP | C | 0.12% | |
| ESNT | B | 0.12% | |
| CFR | C | 0.12% | |
| WTFC | B | 0.12% | |
| SSB | B | 0.11% | |
| PB | C | 0.11% | |
| RDN | B | 0.1% | |
| FNB | A | 0.1% | |
| AMG | C | 0.1% | |
| OZK | C | 0.09% | |
| LAZ | B | 0.09% | |
| JHG | B | 0.09% | |
| SLM | C | 0.09% | |
| FCFS | D | 0.08% | |
| GBCI | C | 0.08% | |
| UBSI | C | 0.08% | |
| HOMB | B | 0.08% | |
| TPG | C | 0.07% | |
| FFIN | C | 0.07% | |
| UMBF | A | 0.07% | |
| CACC | C | 0.06% | |
| BOKF | B | 0.05% | |
| NYCB | D | 0.05% | |
| FHI | B | 0.05% | |
| VLY | D | 0.05% | |
| RKT | C | 0.04% | |
| NATL | C | 0.04% | |
| VIRT | D | 0.04% | |
| UWMC | C | 0.02% | |
| TFSL | C | 0.01% |
IYG: Top Represented Industries & Keywords
DVDN: Top Represented Industries & Keywords
Compare ETFs
