IYG vs. ISCV ETF Comparison
Comparison of iShares U.S. Financial Services ETF (IYG) to iShares Morningstar Small-Cap Value ETF (ISCV)
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
$78.65
Average Daily Volume
43,336
102
ISCV
iShares Morningstar Small-Cap Value ETF
ISCV Description
The investment seeks to track the investment results of the Morningstar US Small Cap Broad Value Extended IndexSM composed of small-capitalization U.S. equities that exhibit value characteristics. 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. The underlying index measures the performance of stocks issued by small-capitalization companies that have exhibited above-average value characteristics as determined by Morningstar, Inc.âs (Morningstar or the index provider) proprietary index methodologyGrade (RS Rating)
Last Trade
$67.18
Average Daily Volume
8,027
10
Performance
Period | IYG | ISCV |
---|---|---|
30 Days | 9.63% | 7.33% |
60 Days | 12.80% | 11.40% |
90 Days | 18.44% | 13.11% |
12 Months | 54.51% | 36.41% |
1 Overlapping Holdings
Symbol | Grade | Weight in IYG | Weight in ISCV | Overlap | |
---|---|---|---|---|---|
EWBC | B | 0.24% | 0.5% | 0.24% |
IYG Overweight 101 Positions Relative to ISCV
Symbol | Grade | Weight | |
---|---|---|---|
BRK.A | C | 14.47% | |
JPM | B | 11.06% | |
V | B | 8.48% | |
MA | A | 7.22% | |
BAC | B | 4.95% | |
WFC | B | 3.87% | |
GS | B | 2.86% | |
SPGI | D | 2.69% | |
AXP | B | 2.66% | |
MS | B | 2.54% | |
BLK | B | 2.39% | |
C | B | 2.14% | |
BX | A | 2.12% | |
SCHW | B | 1.85% | |
KKR | B | 1.63% | |
ICE | D | 1.57% | |
CME | B | 1.42% | |
USB | B | 1.32% | |
PNC | A | 1.31% | |
MCO | C | 1.25% | |
APO | B | 1.13% | |
COF | B | 1.09% | |
TFC | B | 1.01% | |
BK | B | 0.97% | |
AMP | B | 0.88% | |
MSCI | B | 0.79% | |
DFS | B | 0.66% | |
COIN | B | 0.64% | |
MTB | B | 0.57% | |
NDAQ | B | 0.54% | |
ARES | B | 0.54% | |
FITB | B | 0.52% | |
STT | B | 0.49% | |
RJF | B | 0.48% | |
TROW | B | 0.43% | |
FCNCA | B | 0.41% | |
HBAN | B | 0.4% | |
SYF | B | 0.39% | |
CBOE | D | 0.39% | |
RF | B | 0.38% | |
LPLA | A | 0.37% | |
NTRS | B | 0.36% | |
CFG | B | 0.34% | |
FDS | B | 0.3% | |
HOOD | A | 0.29% | |
IBKR | B | 0.29% | |
KEY | B | 0.28% | |
TW | B | 0.26% | |
EQH | B | 0.25% | |
SOFI | A | 0.21% | |
OWL | B | 0.2% | |
CG | B | 0.19% | |
JEF | B | 0.19% | |
SF | B | 0.19% | |
MKTX | C | 0.19% | |
EVR | B | 0.17% | |
ALLY | C | 0.17% | |
WBS | B | 0.16% | |
WAL | B | 0.16% | |
MORN | A | 0.16% | |
HLI | B | 0.16% | |
FHN | B | 0.16% | |
CMA | B | 0.15% | |
ZION | B | 0.14% | |
VOYA | B | 0.14% | |
IVZ | B | 0.14% | |
CFR | B | 0.14% | |
PNFP | B | 0.14% | |
SEIC | B | 0.13% | |
HLNE | B | 0.13% | |
SNV | B | 0.13% | |
SSB | B | 0.13% | |
CBSH | A | 0.13% | |
WTFC | B | 0.13% | |
MTG | D | 0.12% | |
BEN | C | 0.12% | |
BPOP | D | 0.12% | |
PB | B | 0.12% | |
TPG | B | 0.11% | |
AMG | C | 0.11% | |
LAZ | B | 0.11% | |
OMF | A | 0.11% | |
ESNT | F | 0.11% | |
JHG | A | 0.1% | |
FNB | B | 0.1% | |
RDN | D | 0.1% | |
GBCI | B | 0.1% | |
UMBF | B | 0.09% | |
SLM | B | 0.09% | |
HOMB | B | 0.09% | |
UBSI | B | 0.09% | |
FFIN | B | 0.08% | |
OZK | B | 0.08% | |
VLY | B | 0.07% | |
FCFS | F | 0.07% | |
VIRT | A | 0.05% | |
CACC | F | 0.05% | |
RKT | D | 0.04% | |
BOKF | B | 0.04% | |
UWMC | F | 0.01% | |
TFSL | B | 0.01% |
IYG: Top Represented Industries & Keywords
ISCV: Top Represented Industries & Keywords