RUNN vs. IYF ETF Comparison
Comparison of Running Oak Efficient Growth ETF (RUNN) to iShares U.S. Financial ETF (IYF)
RUNN
Running Oak Efficient Growth ETF
RUNN Description
The fund is in an actively managed exchange-traded fund ("ETF"). Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large and mid-sized U.S. companies with market capitalizations of at least $5 billion. The fund is roughly equally-weighted with 50-75 stocks typically held in the portfolio. The fund may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$35.03
Average Daily Volume
42,104
Number of Holdings
*
55
* may have additional holdings in another (foreign) market
IYF
iShares U.S. Financial ETF
IYF Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial 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. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$117.73
Average Daily Volume
282,895
Number of Holdings
*
135
* may have additional holdings in another (foreign) market
Performance
| Period | RUNN | IYF |
|---|---|---|
| 30 Days | 3.98% | 8.74% |
| 60 Days | 5.29% | 13.46% |
| 90 Days | 7.85% | 15.36% |
| 12 Months | 31.92% | 50.79% |
RUNN Overweight 48 Positions Relative to IYF
| Symbol | Grade | Weight | |
|---|---|---|---|
| HON | B | 1.9% | |
| J | F | 1.86% | |
| CW | B | 1.86% | |
| AME | A | 1.86% | |
| ETN | A | 1.86% | |
| WSO | A | 1.86% | |
| PH | A | 1.85% | |
| FI | A | 1.85% | |
| TXRH | C | 1.84% | |
| ITT | A | 1.83% | |
| GWW | B | 1.83% | |
| LDOS | C | 1.83% | |
| TDY | B | 1.83% | |
| EME | C | 1.82% | |
| RBA | A | 1.82% | |
| ADP | B | 1.82% | |
| BSX | B | 1.82% | |
| V | A | 1.82% | |
| SYK | C | 1.8% | |
| SAIA | B | 1.79% | |
| ACN | C | 1.79% | |
| DRI | B | 1.78% | |
| NSC | B | 1.77% | |
| GD | F | 1.76% | |
| IR | B | 1.75% | |
| DECK | A | 1.75% | |
| RSG | A | 1.74% | |
| GGG | B | 1.74% | |
| FELE | B | 1.74% | |
| CACI | D | 1.74% | |
| GOOG | C | 1.72% | |
| APD | A | 1.72% | |
| CSL | C | 1.72% | |
| SSNC | B | 1.71% | |
| TSCO | D | 1.71% | |
| NVT | B | 1.71% | |
| TJX | A | 1.71% | |
| ROP | B | 1.7% | |
| UNH | C | 1.68% | |
| TTC | D | 1.68% | |
| CI | F | 1.67% | |
| DOX | D | 1.65% | |
| STE | F | 1.64% | |
| BDX | F | 1.63% | |
| AVY | D | 1.59% | |
| FCN | D | 1.57% | |
| IQV | D | 1.55% | |
| ICLR | D | 1.52% |
RUNN Underweight 128 Positions Relative to IYF
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -11.69% | |
| JPM | A | -9.82% | |
| BAC | A | -4.69% | |
| WFC | A | -4.36% | |
| GS | A | -3.13% | |
| SPGI | C | -2.63% | |
| MS | A | -2.6% | |
| BLK | C | -2.59% | |
| PGR | A | -2.5% | |
| C | A | -2.2% | |
| BX | A | -2.14% | |
| SCHW | B | -2.01% | |
| CB | C | -1.95% | |
| KKR | A | -1.69% | |
| APO | B | -1.43% | |
| PNC | B | -1.38% | |
| CME | A | -1.35% | |
| USB | A | -1.3% | |
| MCO | B | -1.25% | |
| AON | A | -1.24% | |
| AFL | B | -1.04% | |
| TFC | A | -1.04% | |
| COIN | C | -1.01% | |
| TRV | B | -1.0% | |
| BK | A | -0.97% | |
| AMP | A | -0.94% | |
| ALL | A | -0.86% | |
| MET | A | -0.82% | |
| AIG | B | -0.82% | |
| PRU | A | -0.77% | |
| MSCI | C | -0.76% | |
| DFS | B | -0.74% | |
| ACGL | D | -0.61% | |
| MTB | A | -0.6% | |
| HIG | B | -0.58% | |
| FITB | A | -0.54% | |
| NDAQ | A | -0.54% | |
| WTW | B | -0.53% | |
| RJF | A | -0.51% | |
| ARES | A | -0.51% | |
| STT | A | -0.48% | |
| FCNCA | A | -0.45% | |
| TROW | B | -0.44% | |
| HBAN | A | -0.43% | |
| RF | A | -0.41% | |
| CINF | A | -0.39% | |
| LPLA | A | -0.39% | |
| MKL | A | -0.37% | |
| NTRS | A | -0.36% | |
| HOOD | B | -0.36% | |
| CFG | B | -0.35% | |
| CBOE | B | -0.35% | |
| PFG | D | -0.33% | |
| IBKR | A | -0.32% | |
| KEY | B | -0.3% | |
| WRB | A | -0.3% | |
| EG | C | -0.27% | |
| L | A | -0.26% | |
| RGA | A | -0.26% | |
| FNF | B | -0.25% | |
| TW | A | -0.25% | |
| SOFI | A | -0.24% | |
| EWBC | A | -0.24% | |
| JEF | A | -0.22% | |
| RNR | C | -0.22% | |
| UNM | A | -0.21% | |
| SF | B | -0.2% | |
| EQH | B | -0.2% | |
| CG | A | -0.19% | |
| FHN | A | -0.19% | |
| AIZ | A | -0.19% | |
| OWL | A | -0.19% | |
| WBS | A | -0.18% | |
| EVR | B | -0.18% | |
| ALLY | C | -0.17% | |
| GL | B | -0.17% | |
| NLY | C | -0.17% | |
| AFG | A | -0.17% | |
| KNSL | B | -0.17% | |
| PNFP | B | -0.16% | |
| ORI | A | -0.16% | |
| HLI | B | -0.16% | |
| MKTX | D | -0.16% | |
| WAL | B | -0.16% | |
| WTFC | A | -0.15% | |
| MORN | B | -0.15% | |
| CFR | B | -0.14% | |
| VOYA | B | -0.14% | |
| SNV | B | -0.14% | |
| CMA | A | -0.14% | |
| CBSH | A | -0.14% | |
| ZION | B | -0.14% | |
| RYAN | B | -0.13% | |
| SEIC | B | -0.13% | |
| AXS | A | -0.12% | |
| AGNC | D | -0.12% | |
| BPOP | B | -0.12% | |
| RLI | B | -0.12% | |
| PB | A | -0.12% | |
| MTG | C | -0.11% | |
| BEN | C | -0.11% | |
| COLB | A | -0.11% | |
| OMF | A | -0.11% | |
| FAF | A | -0.11% | |
| IVZ | B | -0.11% | |
| TPG | A | -0.1% | |
| RITM | C | -0.1% | |
| THG | A | -0.1% | |
| AMG | B | -0.1% | |
| JHG | A | -0.1% | |
| STWD | C | -0.1% | |
| FNB | A | -0.1% | |
| LAZ | B | -0.1% | |
| WTM | A | -0.09% | |
| OZK | B | -0.09% | |
| SLM | A | -0.09% | |
| KMPR | B | -0.08% | |
| AGO | B | -0.08% | |
| LNC | B | -0.07% | |
| BHF | B | -0.06% | |
| FHB | A | -0.06% | |
| CACC | D | -0.05% | |
| VIRT | B | -0.05% | |
| BOKF | B | -0.04% | |
| RKT | F | -0.03% | |
| CNA | B | -0.02% | |
| UWMC | D | -0.01% | |
| TFSL | A | -0.01% |
RUNN: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Information Technology Services
Insurance Brokers
Diagnostics & Research
Engineering & Construction
Health Care Plans
Medical Devices
Medical Instruments & Supplies
Restaurants
Software - Infrastructure
Aerospace & Defense
Apparel Stores
Business Equipment
Capital Markets
Chemicals
Conglomerates
Credit Services
Electronic Components
Electronics Distribution
IYF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Insurance - Property & Casualty
Insurance - Life
Insurance - Diversified
Banks - Global
Credit Services
Insurance - Specialty
Insurance Brokers
Financial Data & Stock Exchanges
Insurance - Reinsurance
Business Services
REIT - Diversified
REIT - Residential
Mortgage Finance
Shell Companies
Software - Application
Software - Infrastructure
Specialty Finance
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Investment Bank
Commercial Banking
Disability
Financial Products
Investment Management
Cash Management
Casualty Insurance
Life Insurance
Deposit Products
Investment Banking
Advisory Services
Cash Management Services
Commercial Bank
Health Insurance
Investment Product
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