SMIZ vs. IWP ETF Comparison
Comparison of Zacks Small/Mid Cap ETF (SMIZ) to iShares Russell Midcap Growth ETF (IWP)
SMIZ
Zacks Small/Mid Cap ETF
SMIZ Description
The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.
Grade (RS Rating)
Last Trade
$36.18
Average Daily Volume
15,588
Number of Holdings
*
206
* may have additional holdings in another (foreign) market
IWP
iShares Russell Midcap Growth ETF
IWP Description
The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth 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 Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$134.22
Average Daily Volume
1,027,078
Number of Holdings
*
286
* may have additional holdings in another (foreign) market
Performance
| Period | SMIZ | IWP |
|---|---|---|
| 30 Days | 6.77% | 9.53% |
| 60 Days | 8.62% | 13.54% |
| 90 Days | 10.36% | 15.76% |
| 12 Months | 37.44% | 38.43% |
43 Overlapping Holdings
| Symbol | Grade | Weight in SMIZ | Weight in IWP | Overlap | |
|---|---|---|---|---|---|
| APPF | B | 0.36% | 0.17% | 0.17% | |
| AZEK | A | 0.24% | 0.15% | 0.15% | |
| BAH | F | 0.38% | 0.62% | 0.38% | |
| BRO | B | 0.21% | 0.38% | 0.21% | |
| COIN | C | 0.57% | 1.65% | 0.57% | |
| CSL | C | 0.38% | 0.09% | 0.09% | |
| DDOG | A | 0.95% | 1.23% | 0.95% | |
| DOCU | B | 0.33% | 0.52% | 0.33% | |
| DRI | B | 0.35% | 0.34% | 0.34% | |
| DUOL | A | 0.42% | 0.37% | 0.37% | |
| EME | A | 1.8% | 0.3% | 0.3% | |
| EXAS | D | 0.21% | 0.12% | 0.12% | |
| EXPD | C | 0.38% | 0.09% | 0.09% | |
| FIX | A | 0.65% | 0.51% | 0.51% | |
| GTLB | B | 0.4% | 0.23% | 0.23% | |
| GWRE | A | 0.8% | 0.23% | 0.23% | |
| HRB | D | 0.25% | 0.05% | 0.05% | |
| INSP | D | 0.23% | 0.17% | 0.17% | |
| IRDM | D | 0.47% | 0.01% | 0.01% | |
| IRM | C | 0.22% | 0.62% | 0.22% | |
| LNG | A | 0.9% | 0.81% | 0.81% | |
| MASI | B | 0.5% | 0.12% | 0.12% | |
| MEDP | D | 0.62% | 0.26% | 0.26% | |
| MSGS | A | 0.23% | 0.01% | 0.01% | |
| MUSA | B | 0.95% | 0.32% | 0.32% | |
| NCLH | B | 0.54% | 0.37% | 0.37% | |
| NTAP | C | 0.93% | 0.35% | 0.35% | |
| OKTA | C | 0.33% | 0.17% | 0.17% | |
| PODD | C | 1.04% | 0.59% | 0.59% | |
| RCL | A | 0.66% | 0.62% | 0.62% | |
| RMD | C | 0.46% | 0.3% | 0.3% | |
| ROST | D | 0.32% | 0.35% | 0.32% | |
| RYAN | A | 0.88% | 0.24% | 0.24% | |
| SN | D | 0.19% | 0.04% | 0.04% | |
| SOFI | B | 0.67% | 0.07% | 0.07% | |
| TRU | D | 0.34% | 0.03% | 0.03% | |
| TWLO | A | 0.56% | 0.11% | 0.11% | |
| UI | B | 0.33% | 0.02% | 0.02% | |
| VRSK | A | 0.21% | 1.3% | 0.21% | |
| VST | A | 0.01% | 1.6% | 0.01% | |
| WING | D | 0.5% | 0.3% | 0.3% | |
| WMS | F | 0.0% | 0.11% | 0.0% | |
| ZBRA | B | 0.48% | 0.14% | 0.14% |
SMIZ Overweight 163 Positions Relative to IWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRBR | A | 1.22% | |
| SLVM | B | 1.1% | |
| PRA | C | 1.08% | |
| MCY | A | 1.06% | |
| NTRS | A | 1.06% | |
| ADMA | B | 1.03% | |
| CBSH | B | 0.97% | |
| COFS | A | 0.96% | |
| KW | C | 0.95% | |
| SNV | C | 0.95% | |
| CWT | C | 0.94% | |
| FISI | B | 0.91% | |
| FLS | B | 0.88% | |
| ANET | C | 0.88% | |
| PRM | C | 0.88% | |
| FULT | A | 0.88% | |
| LRN | A | 0.86% | |
| MCK | A | 0.84% | |
| WMB | A | 0.83% | |
| TROW | B | 0.81% | |
| ALX | D | 0.8% | |
| TOL | B | 0.77% | |
| SEIC | B | 0.77% | |
| CBAN | B | 0.76% | |
| ICUI | D | 0.75% | |
| NRIM | A | 0.75% | |
| IBKR | A | 0.73% | |
| TMHC | C | 0.72% | |
| RMBS | B | 0.71% | |
| CEG | C | 0.71% | |
| NI | A | 0.7% | |
| AYI | B | 0.69% | |
| HHH | B | 0.68% | |
| PK | C | 0.66% | |
| CHCO | B | 0.64% | |
| BMI | B | 0.63% | |
| YEXT | B | 0.63% | |
| TTWO | A | 0.62% | |
| IR | B | 0.62% | |
| HQY | A | 0.62% | |
| CINF | A | 0.62% | |
| OHI | C | 0.61% | |
| VMI | B | 0.61% | |
| BSRR | B | 0.61% | |
| WTS | B | 0.59% | |
| IFF | D | 0.58% | |
| EIX | B | 0.57% | |
| HIG | B | 0.57% | |
| HUBB | B | 0.57% | |
| GLW | B | 0.57% | |
| BMRC | B | 0.57% | |
| VECO | F | 0.56% | |
| UAL | A | 0.56% | |
| JHG | B | 0.55% | |
| ANF | F | 0.55% | |
| VAL | F | 0.55% | |
| APH | A | 0.54% | |
| KREF | C | 0.54% | |
| PHM | D | 0.53% | |
| ALRS | D | 0.53% | |
| FLR | B | 0.51% | |
| ALTR | B | 0.51% | |
| MATX | C | 0.5% | |
| UNM | A | 0.5% | |
| WEAV | C | 0.48% | |
| ARVN | F | 0.48% | |
| PRI | B | 0.48% | |
| SPT | C | 0.47% | |
| MHO | D | 0.46% | |
| PKG | A | 0.46% | |
| PSTL | D | 0.45% | |
| ITT | A | 0.44% | |
| NWPX | A | 0.44% | |
| CMTG | F | 0.43% | |
| WAB | B | 0.43% | |
| TAP | C | 0.42% | |
| DX | B | 0.42% | |
| JANX | C | 0.42% | |
| SIRI | C | 0.42% | |
| AOSL | C | 0.42% | |
| CHRW | B | 0.42% | |
| LDOS | C | 0.41% | |
| ICFI | F | 0.4% | |
| POWL | C | 0.4% | |
| CSR | B | 0.39% | |
| UIS | B | 0.39% | |
| BTU | B | 0.38% | |
| CRS | B | 0.38% | |
| TXT | D | 0.38% | |
| HOLX | D | 0.37% | |
| KRYS | C | 0.37% | |
| HY | D | 0.37% | |
| HCAT | D | 0.36% | |
| KBH | D | 0.36% | |
| VCYT | B | 0.36% | |
| CBOE | C | 0.35% | |
| KKR | A | 0.35% | |
| ILMN | C | 0.35% | |
| URBN | C | 0.34% | |
| GRBK | D | 0.34% | |
| THC | D | 0.34% | |
| SPSC | D | 0.34% | |
| FTNT | C | 0.33% | |
| GAP | C | 0.33% | |
| QLYS | B | 0.32% | |
| CCS | D | 0.31% | |
| ACGL | C | 0.31% | |
| OMC | C | 0.31% | |
| RDFN | D | 0.3% | |
| RIOT | C | 0.3% | |
| HSTM | B | 0.3% | |
| HAE | C | 0.29% | |
| COOP | B | 0.29% | |
| RBB | B | 0.28% | |
| LHX | C | 0.28% | |
| UHS | D | 0.27% | |
| AWK | C | 0.27% | |
| FSLY | D | 0.26% | |
| EVTC | B | 0.26% | |
| ADUS | D | 0.26% | |
| MTG | C | 0.26% | |
| EPC | F | 0.26% | |
| GNTY | A | 0.25% | |
| PCVX | D | 0.24% | |
| GIII | D | 0.23% | |
| EVER | D | 0.23% | |
| ALLO | F | 0.23% | |
| HL | D | 0.22% | |
| WASH | C | 0.22% | |
| KMPR | A | 0.22% | |
| AIZ | A | 0.22% | |
| NYT | D | 0.22% | |
| PAHC | C | 0.22% | |
| ZM | C | 0.21% | |
| STNE | F | 0.18% | |
| AXS | A | 0.18% | |
| TMDX | F | 0.17% | |
| MKC | C | 0.17% | |
| BMRN | F | 0.16% | |
| PHR | F | 0.16% | |
| OMCL | C | 0.16% | |
| AFL | B | 0.15% | |
| AEO | F | 0.13% | |
| STKS | F | 0.12% | |
| COUR | F | 0.12% | |
| HRTX | F | 0.09% | |
| RUN | F | 0.07% | |
| SPCE | D | 0.04% | |
| ZUO | B | 0.01% | |
| AXTA | B | 0.01% | |
| NPAB | F | 0.01% | |
| ENR | B | 0.01% | |
| DFH | D | 0.0% | |
| CWCO | C | 0.0% | |
| CPF | B | 0.0% | |
| POST | C | 0.0% | |
| OPCH | D | 0.0% | |
| PARR | F | 0.0% | |
| MGM | D | 0.0% | |
| CARG | B | 0.0% | |
| AGNC | C | 0.0% | |
| TSN | B | 0.0% | |
| ALKS | C | 0.0% |
SMIZ Underweight 243 Positions Relative to IWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -4.32% | |
| APP | B | -2.49% | |
| TTD | B | -1.7% | |
| AMP | A | -1.68% | |
| FICO | B | -1.48% | |
| GWW | B | -1.45% | |
| AXON | A | -1.41% | |
| VRT | B | -1.41% | |
| TRGP | A | -1.4% | |
| ODFL | C | -1.38% | |
| COR | B | -1.3% | |
| IT | C | -1.29% | |
| FAST | B | -1.29% | |
| IDXX | F | -1.13% | |
| HUBS | A | -1.08% | |
| VEEV | C | -1.03% | |
| HLT | A | -1.02% | |
| ARES | A | -1.0% | |
| DXCM | C | -0.99% | |
| TSCO | D | -0.97% | |
| CPNG | D | -0.93% | |
| MPWR | F | -0.88% | |
| NET | B | -0.88% | |
| DECK | A | -0.87% | |
| HES | B | -0.86% | |
| ALNY | D | -0.86% | |
| MSCI | C | -0.86% | |
| RBLX | C | -0.85% | |
| GDDY | A | -0.84% | |
| TPL | A | -0.83% | |
| CPAY | A | -0.81% | |
| BR | A | -0.8% | |
| SYY | D | -0.76% | |
| LPLA | A | -0.76% | |
| EXPE | B | -0.75% | |
| TYL | B | -0.7% | |
| CLX | A | -0.68% | |
| LYV | A | -0.67% | |
| LII | A | -0.64% | |
| SQ | A | -0.64% | |
| MDB | B | -0.64% | |
| ZS | B | -0.6% | |
| TOST | B | -0.59% | |
| DKNG | B | -0.59% | |
| BURL | B | -0.56% | |
| CAH | B | -0.56% | |
| XPO | B | -0.55% | |
| LVS | B | -0.55% | |
| HEI | A | -0.55% | |
| PINS | F | -0.55% | |
| PAYX | B | -0.54% | |
| NTRA | A | -0.54% | |
| MANH | D | -0.54% | |
| DT | D | -0.5% | |
| SPG | A | -0.49% | |
| ULTA | F | -0.49% | |
| TER | F | -0.48% | |
| ENTG | D | -0.48% | |
| PWR | A | -0.47% | |
| YUM | D | -0.47% | |
| PTC | B | -0.45% | |
| WST | C | -0.45% | |
| ROL | B | -0.45% | |
| POOL | C | -0.44% | |
| URI | C | -0.44% | |
| TXRH | B | -0.43% | |
| WAT | C | -0.42% | |
| PSTG | D | -0.42% | |
| EQH | C | -0.41% | |
| HEI | A | -0.39% | |
| CDW | F | -0.39% | |
| NBIX | C | -0.38% | |
| OWL | A | -0.37% | |
| VLTO | C | -0.37% | |
| CAVA | B | -0.35% | |
| MOH | F | -0.35% | |
| KNSL | B | -0.33% | |
| CHDN | B | -0.32% | |
| ALGN | D | -0.32% | |
| WSM | C | -0.32% | |
| SRPT | F | -0.31% | |
| VMC | B | -0.31% | |
| TPX | B | -0.3% | |
| CVNA | B | -0.3% | |
| AAON | B | -0.3% | |
| SMCI | F | -0.3% | |
| PEN | B | -0.29% | |
| MORN | B | -0.29% | |
| ITCI | C | -0.28% | |
| PCTY | C | -0.28% | |
| HPQ | B | -0.28% | |
| EXEL | B | -0.27% | |
| LNW | F | -0.27% | |
| NRG | B | -0.26% | |
| ENPH | F | -0.26% | |
| SAIA | B | -0.26% | |
| ALL | A | -0.26% | |
| DVA | C | -0.26% | |
| HAS | D | -0.25% | |
| EXP | B | -0.25% | |
| PCOR | B | -0.24% | |
| TREX | C | -0.24% | |
| SMAR | B | -0.24% | |
| ESTC | C | -0.23% | |
| PAYC | B | -0.23% | |
| CFLT | B | -0.22% | |
| GLOB | B | -0.21% | |
| ELF | C | -0.21% | |
| FDS | B | -0.21% | |
| BSY | F | -0.21% | |
| AVY | F | -0.2% | |
| FWONK | A | -0.2% | |
| EFX | F | -0.2% | |
| LSCC | D | -0.19% | |
| WFRD | D | -0.19% | |
| TW | A | -0.19% | |
| FOUR | A | -0.19% | |
| VVV | D | -0.18% | |
| MTN | C | -0.18% | |
| LAZ | B | -0.18% | |
| MKL | A | -0.17% | |
| VKTX | F | -0.17% | |
| DPZ | C | -0.17% | |
| GNRC | C | -0.17% | |
| CNM | D | -0.17% | |
| NTNX | B | -0.16% | |
| IONS | F | -0.16% | |
| LPX | B | -0.16% | |
| PLNT | A | -0.15% | |
| LYFT | C | -0.15% | |
| CELH | F | -0.15% | |
| PATH | C | -0.15% | |
| AJG | A | -0.14% | |
| JLL | D | -0.13% | |
| OLED | F | -0.13% | |
| PEGA | B | -0.13% | |
| RPM | A | -0.13% | |
| IQV | F | -0.13% | |
| FND | D | -0.13% | |
| RARE | F | -0.13% | |
| BRKR | D | -0.12% | |
| JEF | A | -0.12% | |
| HCP | B | -0.12% | |
| FIVE | F | -0.12% | |
| ETSY | D | -0.12% | |
| MSTR | B | -0.11% | |
| HSY | F | -0.11% | |
| CHH | A | -0.11% | |
| GEHC | D | -0.11% | |
| LW | C | -0.11% | |
| RNG | C | -0.1% | |
| ROK | C | -0.1% | |
| LECO | C | -0.1% | |
| EG | C | -0.09% | |
| UHAL | D | -0.09% | |
| FERG | B | -0.09% | |
| APLS | F | -0.09% | |
| HWM | A | -0.09% | |
| LAMR | C | -0.09% | |
| FIVN | C | -0.09% | |
| TDC | D | -0.09% | |
| U | C | -0.08% | |
| SITE | F | -0.08% | |
| BWXT | B | -0.08% | |
| TTEK | F | -0.08% | |
| LBRDK | C | -0.08% | |
| CASY | A | -0.08% | |
| ONTO | F | -0.07% | |
| MLM | C | -0.07% | |
| BROS | A | -0.07% | |
| NCNO | C | -0.07% | |
| CE | F | -0.07% | |
| PR | B | -0.07% | |
| BILL | A | -0.07% | |
| CACC | D | -0.07% | |
| FRPT | A | -0.07% | |
| AWI | A | -0.07% | |
| CLF | F | -0.06% | |
| PFGC | B | -0.06% | |
| WSC | F | -0.06% | |
| BLDR | D | -0.06% | |
| AM | A | -0.06% | |
| DBX | B | -0.06% | |
| NXST | C | -0.06% | |
| CIVI | D | -0.05% | |
| VNOM | A | -0.05% | |
| LOPE | C | -0.05% | |
| WEN | D | -0.05% | |
| DV | C | -0.05% | |
| EQT | B | -0.05% | |
| S | B | -0.04% | |
| JBL | C | -0.04% | |
| DAY | B | -0.04% | |
| TKO | A | -0.04% | |
| ROKU | D | -0.04% | |
| TPG | A | -0.04% | |
| ALLY | C | -0.04% | |
| LOAR | B | -0.03% | |
| EPAM | B | -0.03% | |
| CHE | D | -0.03% | |
| KMX | B | -0.03% | |
| HLI | A | -0.03% | |
| BLD | D | -0.03% | |
| BFAM | D | -0.03% | |
| RH | C | -0.03% | |
| TXG | F | -0.03% | |
| H | B | -0.03% | |
| YETI | D | -0.03% | |
| VRSN | C | -0.03% | |
| RGEN | D | -0.03% | |
| DKS | D | -0.03% | |
| DJT | C | -0.03% | |
| CROX | D | -0.03% | |
| SPR | D | -0.02% | |
| MTDR | B | -0.02% | |
| SAM | C | -0.02% | |
| FWONA | A | -0.02% | |
| WH | B | -0.02% | |
| CAR | C | -0.02% | |
| KBR | F | -0.02% | |
| AAL | B | -0.02% | |
| WYNN | C | -0.02% | |
| SKX | D | -0.02% | |
| BPOP | C | -0.02% | |
| WEX | D | -0.02% | |
| INCY | C | -0.02% | |
| SSD | F | -0.02% | |
| FTRE | D | -0.01% | |
| PPC | C | -0.01% | |
| CC | C | -0.01% | |
| UHAL | D | -0.01% | |
| SEE | C | -0.01% | |
| NFE | D | -0.01% | |
| LBRDA | C | -0.01% | |
| CGNX | D | -0.01% | |
| UWMC | D | -0.01% | |
| MKSI | C | -0.01% | |
| WU | F | -0.01% | |
| RLI | A | -0.01% | |
| DOCS | C | -0.01% | |
| ALAB | B | -0.0% | |
| TRIP | F | -0.0% | |
| PYCR | B | -0.0% |
SMIZ: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Software - Application
Biotechnology
Residential Construction
Diversified Industrials
Software - Infrastructure
Apparel Stores
Asset Management
Business Services
Electronic Components
Health Information Services
Medical Instruments & Supplies
Insurance - Diversified
Insurance - Property & Casualty
Medical Care
Diagnostics & Research
Engineering & Construction
Insurance - Life
Medical Devices
Metal Fabrication
IWP: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Biotechnology
Business Services
Building Materials
Specialty Retail
Diagnostics & Research
Restaurants
Leisure
Capital Markets
Aerospace & Defense
Asset Management
Engineering & Construction
Industrial Distribution
Oil & Gas E&P
Semiconductor Equipment & Materials
Diversified Industrials
Information Technology Services
Insurance - Property & Casualty
Lodging
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