IYT vs. MSSS ETF Comparison
Comparison of iShares Transportation AverageETF (IYT) to Monarch Select Subsector Index ETF (MSSS)
IYT
iShares Transportation AverageETF
IYT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the transportation 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 Transportation Average Index (the "underlying index"), which measures the performance of the transportation sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$72.61
Average Daily Volume
481,770
44
MSSS
Monarch Select Subsector Index ETF
MSSS Description
MSSS is a fund-of-ETFs that provide exposure to companies considered part of economically advantageous US sectors and subsectors. The fund follows a proprietary rules-based methodology that selects sectors and subsectors based on the phase of the economic cycle. The methodology uses employment trends to determine the phase of the economic cycle. It then identifies the sectors and subsectors that have historically performed well during such cycle. The fund selects 10 US-listed ETFs that are expected to deliver the best risk-adjusted return for the identified phase. As the fund may hold subsector funds within the same sector, MSSS may have significant exposure in one or more sectors relative to others. The fund employs a replication indexing strategy in which it invests in securities in approximately the same proportions as the underlying index.Grade (RS Rating)
Last Trade
$29.03
Average Daily Volume
7,472
5
Performance
| Period | IYT | MSSS |
|---|---|---|
| 30 Days | 2.99% | 1.51% |
| 60 Days | 8.24% | 1.14% |
| 90 Days | 8.83% | 3.33% |
| 12 Months | 21.08% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IYT | Weight in MSSS | Overlap |
|---|
IYT Overweight 44 Positions Relative to MSSS
| Symbol | Grade | Weight | |
|---|---|---|---|
| UBER | F | 16.08% | |
| UNP | C | 15.74% | |
| UPS | C | 8.21% | |
| DAL | B | 5.99% | |
| UAL | A | 5.12% | |
| ODFL | C | 4.59% | |
| CSX | C | 4.25% | |
| FDX | B | 4.21% | |
| NSC | B | 4.19% | |
| LUV | C | 3.2% | |
| XPO | B | 2.8% | |
| EXPD | C | 2.75% | |
| JBHT | C | 2.4% | |
| SAIA | B | 2.26% | |
| CHRW | B | 2.11% | |
| AAL | B | 1.55% | |
| KNX | C | 1.51% | |
| KEX | B | 1.23% | |
| GXO | B | 1.16% | |
| R | B | 1.14% | |
| ALK | B | 1.11% | |
| LSTR | D | 1.06% | |
| LYFT | C | 0.99% | |
| MATX | C | 0.85% | |
| SKYW | C | 0.73% | |
| RXO | D | 0.62% | |
| HUBG | A | 0.51% | |
| JOBY | B | 0.5% | |
| ARCB | C | 0.42% | |
| WERN | C | 0.4% | |
| JBLU | F | 0.29% | |
| CAR | C | 0.28% | |
| SNDR | B | 0.24% | |
| ATSG | B | 0.18% | |
| ALGT | B | 0.17% | |
| MRTN | D | 0.16% | |
| FIP | D | 0.15% | |
| GNK | D | 0.12% | |
| UHAL | D | 0.11% | |
| FWRD | D | 0.11% | |
| HTLD | C | 0.09% | |
| SNCY | C | 0.09% | |
| CVLG | B | 0.08% | |
| HTZ | C | 0.08% |
IYT: Top Represented Industries & Keywords
MSSS: Top Represented Industries & Keywords
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