IYG vs. LMBO ETF Comparison

Comparison of iShares U.S. Financial Services ETF (IYG) to Direxion Shares ETF Trust Direxion Daily Crypto Industry Bull 2X Shares (LMBO)
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

$70.49

Average Daily Volume

37,303

Number of Holdings *

102

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

Direxion Shares ETF Trust Direxion Daily Crypto Industry Bull 2X Shares

LMBO Description The index seeks to track the performance of US-listed securities that have business operations in the field of distributed ledger or decentralized payment technology. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, securities of the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$19.43

Average Daily Volume

2,693

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period IYG LMBO
30 Days -1.44% -0.36%
60 Days 6.87% 12.46%
90 Days 7.17%
12 Months 42.98%
3 Overlapping Holdings
Symbol Grade Weight in IYG Weight in LMBO Overlap
COIN F 0.71% 4.47% 0.71%
MA A 7.43% 6.32% 6.32%
V C 8.38% 5.95% 5.95%
IYG Overweight 99 Positions Relative to LMBO
Symbol Grade Weight
BRK.A C 15.28%
JPM D 10.92%
BAC D 4.85%
WFC D 3.47%
SPGI C 2.99%
GS C 2.87%
AXP A 2.78%
BLK A 2.4%
MS B 2.36%
C B 2.15%
BX C 2.03%
SCHW D 1.75%
ICE A 1.66%
KKR A 1.62%
CME A 1.44%
MCO D 1.35%
PNC C 1.33%
USB C 1.3%
COF C 1.04%
TFC D 1.04%
APO A 1.03%
BK C 0.96%
AMP A 0.84%
MSCI B 0.83%
DFS C 0.64%
NDAQ C 0.55%
ARES A 0.53%
FITB C 0.53%
MTB C 0.53%
STT C 0.48%
TROW D 0.44%
FCNCA D 0.41%
RJF B 0.41%
RF C 0.39%
CBOE A 0.39%
HBAN D 0.39%
SYF B 0.36%
CFG D 0.34%
NTRS C 0.33%
LPLA D 0.32%
FDS C 0.32%
HOOD C 0.31%
IBKR A 0.28%
KEY C 0.28%
TW A 0.26%
EQH C 0.24%
EWBC D 0.21%
JEF A 0.19%
ALLY F 0.18%
SF A 0.18%
OWL A 0.18%
EVR C 0.17%
CG C 0.17%
WAL C 0.17%
MKTX C 0.17%
MORN C 0.16%
WBS D 0.15%
IVZ A 0.15%
SOFI C 0.15%
FHN D 0.15%
HLI C 0.15%
PNFP D 0.14%
VOYA A 0.14%
CMA C 0.14%
ZION D 0.13%
WTFC D 0.13%
CFR D 0.13%
CBSH D 0.13%
SSB C 0.13%
BPOP D 0.13%
SNV D 0.12%
BEN F 0.12%
MTG B 0.12%
SEIC B 0.12%
HLNE A 0.12%
ESNT C 0.12%
PB D 0.12%
OMF F 0.11%
LAZ C 0.11%
FNB D 0.1%
RDN D 0.1%
AMG B 0.1%
UMBF C 0.09%
HOMB D 0.09%
UBSI D 0.09%
JHG C 0.09%
TPG B 0.09%
SLM C 0.09%
GBCI C 0.09%
OZK F 0.08%
FCFS F 0.08%
FFIN D 0.08%
VLY C 0.07%
RKT C 0.05%
VIRT B 0.05%
CACC F 0.05%
BOKF D 0.04%
UWMC D 0.02%
TFSL F 0.01%
IYG Underweight 4 Positions Relative to LMBO
Symbol Grade Weight
PYPL C -7.07%
NVDA C -5.9%
AMD D -5.41%
NU D -3.82%
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