IYG vs. IWX ETF Comparison
Comparison of iShares U.S. Financial Services ETF (IYG) to iShares Russell Top 200 Value ETF (IWX)
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
$70.61
Average Daily Volume
40,290
Number of Holdings
*
103
* may have additional holdings in another (foreign) market
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-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. It seeks to track the investment results of the Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$80.02
Average Daily Volume
162,682
Number of Holdings
*
158
* may have additional holdings in another (foreign) market
Performance
| Period | IYG | IWX |
|---|---|---|
| 30 Days | 1.99% | 1.64% |
| 60 Days | 3.37% | 3.96% |
| 90 Days | 8.18% | 6.68% |
| 12 Months | 32.31% | 20.26% |
19 Overlapping Holdings
| Symbol | Grade | Weight in IYG | Weight in IWX | Overlap | |
|---|---|---|---|---|---|
| APO | C | 1.0% | 1.0% | 1.0% | |
| AXP | B | 1.0% | 1.0% | 1.0% | |
| BAC | D | 1.0% | 1.0% | 1.0% | |
| BLK | A | 1.0% | 1.0% | 1.0% | |
| BRK.A | C | 1.0% | 1.0% | 1.0% | |
| C | D | 1.0% | 1.0% | 1.0% | |
| CME | C | 1.0% | 1.0% | 1.0% | |
| COF | C | 1.0% | 1.0% | 1.0% | |
| GS | D | 1.0% | 1.0% | 1.0% | |
| ICE | B | 1.0% | 1.0% | 1.0% | |
| JPM | D | 1.0% | 1.0% | 1.0% | |
| KKR | B | 1.0% | 1.0% | 1.0% | |
| MS | D | 1.0% | 1.0% | 1.0% | |
| PNC | B | 1.0% | 1.0% | 1.0% | |
| SCHW | D | 1.0% | 1.0% | 1.0% | |
| SPGI | B | 1.0% | 1.0% | 1.0% | |
| TFC | D | 1.0% | 1.0% | 1.0% | |
| USB | B | 1.0% | 1.0% | 1.0% | |
| WFC | D | 1.0% | 1.0% | 1.0% |
IYG Overweight 84 Positions Relative to IWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| TFSL | C | 1.0% | |
| UWMC | C | 1.0% | |
| NATL | D | 1.0% | |
| CACC | D | 1.0% | |
| RKT | B | 1.0% | |
| FHI | A | 1.0% | |
| NYCB | D | 1.0% | |
| BOKF | B | 1.0% | |
| VIRT | B | 1.0% | |
| VLY | C | 1.0% | |
| OZK | D | 1.0% | |
| FCFS | C | 1.0% | |
| FFIN | B | 1.0% | |
| TPG | B | 1.0% | |
| UMBF | B | 1.0% | |
| SLM | C | 1.0% | |
| GBCI | B | 1.0% | |
| JHG | B | 1.0% | |
| UBSI | B | 1.0% | |
| HOMB | B | 1.0% | |
| FNB | D | 1.0% | |
| LAZ | A | 1.0% | |
| AMG | C | 1.0% | |
| RDN | B | 1.0% | |
| OMF | C | 1.0% | |
| BEN | F | 1.0% | |
| SNV | C | 1.0% | |
| ZION | D | 1.0% | |
| SEIC | B | 1.0% | |
| WTFC | B | 1.0% | |
| CFR | C | 1.0% | |
| MTG | B | 1.0% | |
| PB | B | 1.0% | |
| ESNT | B | 1.0% | |
| SSB | B | 1.0% | |
| IVZ | C | 1.0% | |
| PNFP | B | 1.0% | |
| CBSH | C | 1.0% | |
| BPOP | C | 1.0% | |
| WBS | C | 1.0% | |
| CMA | B | 1.0% | |
| OWL | C | 1.0% | |
| VOYA | A | 1.0% | |
| SOFI | C | 1.0% | |
| HLI | B | 1.0% | |
| MORN | C | 1.0% | |
| CG | C | 1.0% | |
| WAL | B | 1.0% | |
| FHN | D | 1.0% | |
| SF | A | 1.0% | |
| ALLY | F | 1.0% | |
| MKTX | C | 1.0% | |
| JEF | B | 1.0% | |
| EWBC | C | 1.0% | |
| HOOD | C | 1.0% | |
| EQH | C | 1.0% | |
| IBKR | B | 1.0% | |
| TW | A | 1.0% | |
| KEY | B | 1.0% | |
| LPLA | D | 1.0% | |
| FDS | C | 1.0% | |
| NTRS | B | 1.0% | |
| CFG | D | 1.0% | |
| SYF | C | 1.0% | |
| RF | B | 1.0% | |
| HBAN | B | 1.0% | |
| FCNCA | D | 1.0% | |
| RJF | C | 1.0% | |
| CBOE | C | 1.0% | |
| TROW | D | 1.0% | |
| STT | A | 1.0% | |
| ARES | B | 1.0% | |
| MTB | B | 1.0% | |
| FITB | B | 1.0% | |
| COIN | F | 1.0% | |
| NDAQ | B | 1.0% | |
| DFS | C | 1.0% | |
| AMP | B | 1.0% | |
| MSCI | C | 1.0% | |
| BK | A | 1.0% | |
| MCO | A | 1.0% | |
| BX | B | 1.0% | |
| MA | B | 1.0% | |
| V | B | 1.0% |
IYG Underweight 139 Positions Relative to IWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| CPRT | D | -1.0% | |
| CTAS | C | -1.0% | |
| AZO | D | -1.0% | |
| ORLY | B | -1.0% | |
| DASH | C | -1.0% | |
| MNST | C | -1.0% | |
| SHW | B | -1.0% | |
| ECL | B | -1.0% | |
| ADP | B | -1.0% | |
| BKNG | B | -1.0% | |
| FTNT | C | -1.0% | |
| QCOM | D | -1.0% | |
| AMAT | D | -1.0% | |
| EL | F | -1.0% | |
| ZTS | B | -1.0% | |
| MRNA | F | -1.0% | |
| PGR | A | -1.0% | |
| DELL | D | -1.0% | |
| SBUX | C | -1.0% | |
| KMB | D | -1.0% | |
| APH | D | -1.0% | |
| KHC | C | -1.0% | |
| EW | F | -1.0% | |
| OXY | F | -1.0% | |
| NKE | D | -1.0% | |
| CRM | D | -1.0% | |
| MSI | C | -1.0% | |
| MCK | F | -1.0% | |
| CL | C | -1.0% | |
| AMGN | B | -1.0% | |
| KDP | A | -1.0% | |
| STZ | C | -1.0% | |
| F | D | -1.0% | |
| RSG | D | -1.0% | |
| VLO | D | -1.0% | |
| MET | A | -1.0% | |
| ITW | B | -1.0% | |
| D | C | -1.0% | |
| PSA | B | -1.0% | |
| JCI | B | -1.0% | |
| PCAR | D | -1.0% | |
| AIG | D | -1.0% | |
| CEG | C | -1.0% | |
| PEP | C | -1.0% | |
| SRE | B | -1.0% | |
| GM | B | -1.0% | |
| PSX | D | -1.0% | |
| TRV | B | -1.0% | |
| TT | B | -1.0% | |
| MAR | C | -1.0% | |
| AEP | B | -1.0% | |
| TJX | C | -1.0% | |
| MPC | D | -1.0% | |
| SLB | F | -1.0% | |
| HCA | B | -1.0% | |
| NSC | C | -1.0% | |
| EMR | D | -1.0% | |
| MRVL | C | -1.0% | |
| TDG | B | -1.0% | |
| GEV | B | -1.0% | |
| ROP | C | -1.0% | |
| MMM | B | -1.0% | |
| CRH | B | -1.0% | |
| FCX | D | -1.0% | |
| NEM | B | -1.0% | |
| VRTX | D | -1.0% | |
| APD | B | -1.0% | |
| CARR | B | -1.0% | |
| FDX | C | -1.0% | |
| CSX | D | -1.0% | |
| EOG | D | -1.0% | |
| BDX | F | -1.0% | |
| AON | B | -1.0% | |
| TGT | C | -1.0% | |
| FI | A | -1.0% | |
| NOC | B | -1.0% | |
| CVS | D | -1.0% | |
| PYPL | B | -1.0% | |
| HD | B | -1.0% | |
| PH | B | -1.0% | |
| WELL | B | -1.0% | |
| EQIX | B | -1.0% | |
| UNP | B | -1.0% | |
| BA | F | -1.0% | |
| GD | B | -1.0% | |
| LMT | C | -1.0% | |
| INTC | F | -1.0% | |
| AMD | F | -1.0% | |
| DUK | C | -1.0% | |
| MO | C | -1.0% | |
| CI | C | -1.0% | |
| SYK | C | -1.0% | |
| UPS | D | -1.0% | |
| MU | F | -1.0% | |
| SO | B | -1.0% | |
| BMY | C | -1.0% | |
| MMC | C | -1.0% | |
| TMUS | C | -1.0% | |
| DE | B | -1.0% | |
| MDLZ | B | -1.0% | |
| GILD | B | -1.0% | |
| ELV | C | -1.0% | |
| ADI | D | -1.0% | |
| REGN | C | -1.0% | |
| HON | D | -1.0% | |
| CB | B | -1.0% | |
| KO | B | -1.0% | |
| MDT | C | -1.0% | |
| PLD | C | -1.0% | |
| COP | D | -1.0% | |
| ETN | C | -1.0% | |
| BSX | B | -1.0% | |
| CAT | C | -1.0% | |
| LOW | B | -1.0% | |
| GE | B | -1.0% | |
| CMCSA | D | -1.0% | |
| T | B | -1.0% | |
| TXN | C | -1.0% | |
| RTX | C | -1.0% | |
| DIS | D | -1.0% | |
| PFE | C | -1.0% | |
| NEE | B | -1.0% | |
| DHR | B | -1.0% | |
| VZ | B | -1.0% | |
| PM | C | -1.0% | |
| IBM | B | -1.0% | |
| ABBV | C | -1.0% | |
| MCD | C | -1.0% | |
| CSCO | B | -1.0% | |
| ABT | C | -1.0% | |
| ACN | C | -1.0% | |
| LIN | B | -1.0% | |
| TMO | C | -1.0% | |
| CVX | D | -1.0% | |
| PG | C | -1.0% | |
| WMT | B | -1.0% | |
| JNJ | B | -1.0% | |
| XOM | D | -1.0% | |
| UNH | C | -1.0% |
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
Software - Application
Specialty Finance
Business Services
Mortgage Finance
Savings & Cooperative Banks
Shell Companies
Software - Infrastructure
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Investment Bank
Deposit Products
Cash Management
Financial Products
Commercial Bank
Investment Banking
Investment Management
Real Estate Loans
Cash Management Services
Trust Services
Individual Retirement Account
Insurance
Asset Management
Hedge Funds
Investment Product
Loan
IWX: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Medical Devices
Banks - Global
Beverages - Soft Drinks
Capital Markets
Health Care Plans
Household & Personal Products
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Biotechnology
Business Services
Credit Services
Insurance - Property & Casualty
Oil & Gas E&P
Oil & Gas Refining & Marketing
Railroads
Compare ETFs
