SMMD vs. IYG ETF Comparison

Comparison of iShares Russell 2500 ETF (SMMD) to iShares U.S. Financial Services ETF (IYG)
SMMD

iShares Russell 2500 ETF

SMMD Description

The investment seeks to track the investment results of the Russell 2500TM Index. The fund generally will invest at least 90% of its assets in the component securities, including indirect investments through the underlying fund, of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the small- to mid-capitalization sector of the U.S. equity market, as defined by FTSE Russell.

Grade (RS Rating)

Last Trade

$68.18

Average Daily Volume

74,859

Number of Holdings *

497

* may have additional holdings in another (foreign) market
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

$71.53

Average Daily Volume

40,290

Number of Holdings *

103

* may have additional holdings in another (foreign) market
Performance
Period SMMD IYG
30 Days 2.04% 1.99%
60 Days 2.52% 3.37%
90 Days 7.90% 8.18%
12 Months 19.63% 32.31%
41 Overlapping Holdings
Symbol Grade Weight in SMMD Weight in IYG Overlap
ALLY F 1.0% 1.0% 1.0%
AMG C 1.0% 1.0% 1.0%
BOKF B 1.0% 1.0% 1.0%
BPOP C 1.0% 1.0% 1.0%
CACC D 1.0% 1.0% 1.0%
CBSH C 1.0% 1.0% 1.0%
CFR C 1.0% 1.0% 1.0%
CG C 1.0% 1.0% 1.0%
CMA B 1.0% 1.0% 1.0%
EQH C 1.0% 1.0% 1.0%
EWBC C 1.0% 1.0% 1.0%
FDS C 1.0% 1.0% 1.0%
FHN D 1.0% 1.0% 1.0%
FNB D 1.0% 1.0% 1.0%
HLI B 1.0% 1.0% 1.0%
HOOD C 1.0% 1.0% 1.0%
IVZ C 1.0% 1.0% 1.0%
JEF B 1.0% 1.0% 1.0%
JHG B 1.0% 1.0% 1.0%
LAZ A 1.0% 1.0% 1.0%
MKTX C 1.0% 1.0% 1.0%
MORN C 1.0% 1.0% 1.0%
MTG B 1.0% 1.0% 1.0%
OMF C 1.0% 1.0% 1.0%
OZK D 1.0% 1.0% 1.0%
PB B 1.0% 1.0% 1.0%
PNFP B 1.0% 1.0% 1.0%
SEIC B 1.0% 1.0% 1.0%
SF A 1.0% 1.0% 1.0%
SLM C 1.0% 1.0% 1.0%
SNV C 1.0% 1.0% 1.0%
SOFI C 1.0% 1.0% 1.0%
TFSL C 1.0% 1.0% 1.0%
TPG B 1.0% 1.0% 1.0%
UWMC C 1.0% 1.0% 1.0%
VIRT B 1.0% 1.0% 1.0%
VOYA A 1.0% 1.0% 1.0%
WAL B 1.0% 1.0% 1.0%
WBS C 1.0% 1.0% 1.0%
WTFC B 1.0% 1.0% 1.0%
ZION D 1.0% 1.0% 1.0%
SMMD Overweight 456 Positions Relative to IYG
Symbol Grade Weight
SEG C 1.0%
PARAA D 1.0%
PLTK C 1.0%
UHAL B 1.0%
NFE F 1.0%
LLYVA B 1.0%
LOAR C 1.0%
UI B 1.0%
SEB C 1.0%
ALAB D 1.0%
CWEN B 1.0%
WOLF F 1.0%
LBRDA D 1.0%
PYCR D 1.0%
DDS D 1.0%
DJT F 1.0%
CAR F 1.0%
UA C 1.0%
SNDR B 1.0%
CERT F 1.0%
UAA C 1.0%
TRIP F 1.0%
FTRE F 1.0%
LEG D 1.0%
INFA D 1.0%
ALGM F 1.0%
GO F 1.0%
AS C 1.0%
BIRK D 1.0%
REYN C 1.0%
IPGP F 1.0%
PPC D 1.0%
MP D 1.0%
LLYVK B 1.0%
VSTS D 1.0%
FIVN F 1.0%
QS F 1.0%
ADT D 1.0%
HAYW C 1.0%
KSS F 1.0%
JWN B 1.0%
RCM C 1.0%
HHH C 1.0%
TXG D 1.0%
CWEN B 1.0%
RNG D 1.0%
AAP F 1.0%
PINC C 1.0%
QDEL D 1.0%
NCNO D 1.0%
ENOV F 1.0%
VAC F 1.0%
SHC B 1.0%
SAM F 1.0%
CRI C 1.0%
CC F 1.0%
AZTA D 1.0%
ZG B 1.0%
DV F 1.0%
BHF D 1.0%
PENN D 1.0%
SPB B 1.0%
CLVT D 1.0%
TDC F 1.0%
COLM B 1.0%
CXT D 1.0%
PAG D 1.0%
TNL D 1.0%
SMG C 1.0%
MPW C 1.0%
PK D 1.0%
WEN C 1.0%
PEGA C 1.0%
NWL D 1.0%
BROS D 1.0%
FHB C 1.0%
NVST D 1.0%
ZI D 1.0%
YETI D 1.0%
AMED C 1.0%
NWS D 1.0%
LCID C 1.0%
IRDM D 1.0%
AMKR F 1.0%
HCP A 1.0%
CNXC D 1.0%
WU D 1.0%
HIW B 1.0%
GTES C 1.0%
LBTYA B 1.0%
MAN C 1.0%
NSA B 1.0%
LITE B 1.0%
HUN D 1.0%
CHH C 1.0%
COTY F 1.0%
LBTYK B 1.0%
EPR B 1.0%
DNB C 1.0%
MSM D 1.0%
RH B 1.0%
IAC C 1.0%
PRGO D 1.0%
KMPR D 1.0%
DXC C 1.0%
MSGS B 1.0%
NEU D 1.0%
SPR D 1.0%
M F 1.0%
GAP F 1.0%
W D 1.0%
KRC B 1.0%
LOPE D 1.0%
DLB D 1.0%
BYD C 1.0%
PII D 1.0%
VNOM C 1.0%
AN D 1.0%
LYFT D 1.0%
AGO C 1.0%
APLS F 1.0%
SLGN B 1.0%
EEFT D 1.0%
HOG C 1.0%
ASH D 1.0%
ROIV C 1.0%
CPRI D 1.0%
CUZ B 1.0%
PSN B 1.0%
AL D 1.0%
FLO C 1.0%
DOCS B 1.0%
WTM F 1.0%
AVT D 1.0%
LNC D 1.0%
RYN C 1.0%
FIVE D 1.0%
FOUR C 1.0%
CCCS D 1.0%
PATH D 1.0%
CFLT F 1.0%
OLN D 1.0%
SEE D 1.0%
AM B 1.0%
APPF D 1.0%
RARE B 1.0%
S C 1.0%
VNT D 1.0%
U D 1.0%
MASI D 1.0%
ALK C 1.0%
THO D 1.0%
UGI C 1.0%
VVV D 1.0%
COLB B 1.0%
HXL F 1.0%
BC C 1.0%
NXST D 1.0%
MDU B 1.0%
TKR D 1.0%
WHR D 1.0%
ST D 1.0%
CLF F 1.0%
KD D 1.0%
OGN D 1.0%
THG A 1.0%
XRAY D 1.0%
IDA B 1.0%
AWI B 1.0%
CIVI F 1.0%
SON C 1.0%
VMI D 1.0%
PVH F 1.0%
ESAB C 1.0%
DAR F 1.0%
MTSI D 1.0%
BILL D 1.0%
NFG B 1.0%
AGCO D 1.0%
RITM B 1.0%
ESI D 1.0%
PCOR F 1.0%
OLLI C 1.0%
R B 1.0%
SRCL A 1.0%
POST C 1.0%
CELH F 1.0%
VKTX C 1.0%
GXO D 1.0%
MTDR D 1.0%
LSCC D 1.0%
DBX D 1.0%
ELF F 1.0%
ESTC F 1.0%
VNO B 1.0%
LEA D 1.0%
AXS B 1.0%
SITE D 1.0%
FLS D 1.0%
LFUS D 1.0%
PARA F 1.0%
BBWI F 1.0%
AZEK C 1.0%
WH B 1.0%
AAON B 1.0%
CART A 1.0%
LPX B 1.0%
ETSY F 1.0%
AZPN A 1.0%
IONS F 1.0%
STWD A 1.0%
VFC C 1.0%
NOV D 1.0%
GME F 1.0%
BIO C 1.0%
H C 1.0%
FRPT B 1.0%
RLI B 1.0%
CNM F 1.0%
INSP C 1.0%
WFRD F 1.0%
MSA C 1.0%
OSK D 1.0%
MAT C 1.0%
SN B 1.0%
RHI D 1.0%
MTZ B 1.0%
LSTR D 1.0%
SMAR B 1.0%
FAF B 1.0%
CGNX D 1.0%
LBRDK D 1.0%
RYAN C 1.0%
JAZZ D 1.0%
UHAL B 1.0%
BRKR D 1.0%
SWN D 1.0%
KEX C 1.0%
RL B 1.0%
WCC C 1.0%
RRC D 1.0%
GTLB D 1.0%
BSY D 1.0%
ARW C 1.0%
GNTX F 1.0%
MTN D 1.0%
G C 1.0%
MIDD C 1.0%
SAIC C 1.0%
TREX F 1.0%
PCTY C 1.0%
HR C 1.0%
ACHC C 1.0%
X D 1.0%
WSC D 1.0%
AA D 1.0%
LAD C 1.0%
CRUS D 1.0%
PLNT A 1.0%
MKSI F 1.0%
CR C 1.0%
ELAN D 1.0%
AGNC A 1.0%
STAG C 1.0%
BWA D 1.0%
AAL D 1.0%
DTM B 1.0%
AR D 1.0%
ATI C 1.0%
SSD C 1.0%
CROX C 1.0%
APG D 1.0%
AXTA C 1.0%
BRBR B 1.0%
FR C 1.0%
PEN D 1.0%
EXEL B 1.0%
DINO D 1.0%
COKE C 1.0%
ALSN B 1.0%
BERY B 1.0%
ACI F 1.0%
FMC C 1.0%
ADC C 1.0%
NCLH C 1.0%
CIEN C 1.0%
ITCI D 1.0%
WYNN D 1.0%
FCN C 1.0%
DVA B 1.0%
AYI B 1.0%
CZR C 1.0%
MOS F 1.0%
GMED D 1.0%
MHK B 1.0%
DUOL B 1.0%
BFAM C 1.0%
OGE B 1.0%
KNX C 1.0%
RBC C 1.0%
KBR D 1.0%
PR D 1.0%
TPX C 1.0%
BRX B 1.0%
CHRD F 1.0%
RGEN F 1.0%
SNX D 1.0%
COLD D 1.0%
ROKU C 1.0%
MEDP D 1.0%
GNRC D 1.0%
GLOB D 1.0%
DCI D 1.0%
WEX C 1.0%
NYT C 1.0%
EVR B 1.0%
DAY D 1.0%
EXP B 1.0%
CHE C 1.0%
HSIC C 1.0%
APA F 1.0%
TTC D 1.0%
AFRM C 1.0%
BWXT D 1.0%
HRB C 1.0%
SKX C 1.0%
FYBR C 1.0%
NNN B 1.0%
EGP B 1.0%
Z B 1.0%
RGLD B 1.0%
ONTO F 1.0%
INGR A 1.0%
GPK B 1.0%
CAVA B 1.0%
TKO B 1.0%
PRI B 1.0%
OLED C 1.0%
ORI A 1.0%
EHC B 1.0%
CHK D 1.0%
COHR B 1.0%
WMS D 1.0%
UNM B 1.0%
TPR C 1.0%
AOS C 1.0%
HAS B 1.0%
LECO F 1.0%
MTCH C 1.0%
FRT C 1.0%
LNW B 1.0%
CRL D 1.0%
WWD D 1.0%
CHDN C 1.0%
RRX C 1.0%
MUSA C 1.0%
DOX C 1.0%
AFG B 1.0%
ARMK B 1.0%
OHI A 1.0%
FBIN B 1.0%
ATR B 1.0%
WTRG D 1.0%
NWSA D 1.0%
GL C 1.0%
FTI D 1.0%
QRVO F 1.0%
PNW B 1.0%
NVT D 1.0%
HII C 1.0%
BJ D 1.0%
OVV D 1.0%
CACI B 1.0%
AIZ B 1.0%
KNSL C 1.0%
NLY A 1.0%
CCK A 1.0%
TOST B 1.0%
TXRH D 1.0%
LAMR A 1.0%
EXAS C 1.0%
ITT C 1.0%
RIVN F 1.0%
PFGC B 1.0%
REXR C 1.0%
CTLT B 1.0%
SAIA D 1.0%
SW B 1.0%
FND C 1.0%
FIX B 1.0%
WING B 1.0%
CW B 1.0%
SCI B 1.0%
TECH C 1.0%
SRPT F 1.0%
BLD D 1.0%
XPO D 1.0%
CHRW B 1.0%
TFX C 1.0%
HST D 1.0%
BXP B 1.0%
FFIV A 1.0%
IPG C 1.0%
DKS D 1.0%
ALLE B 1.0%
NBIX F 1.0%
JBL D 1.0%
CUBE B 1.0%
JLL B 1.0%
CLH B 1.0%
JNPR A 1.0%
TTEK C 1.0%
JKHY B 1.0%
CPT B 1.0%
ACM B 1.0%
POOL C 1.0%
UHS B 1.0%
USFD B 1.0%
DT C 1.0%
RNR B 1.0%
NTRA B 1.0%
AMH C 1.0%
PSTG F 1.0%
OC C 1.0%
GLPI B 1.0%
GGG C 1.0%
GWRE A 1.0%
RGA B 1.0%
CVNA B 1.0%
REG C 1.0%
CASY D 1.0%
ELS C 1.0%
NDSN C 1.0%
SNA B 1.0%
PNR B 1.0%
GEN A 1.0%
TOL B 1.0%
NTNX C 1.0%
TPL C 1.0%
THC B 1.0%
UTHR C 1.0%
NI B 1.0%
RPM B 1.0%
KIM B 1.0%
RS D 1.0%
WSO C 1.0%
MANH B 1.0%
EG B 1.0%
TXT D 1.0%
NRG C 1.0%
EME B 1.0%
AVY D 1.0%
LII B 1.0%
PKG B 1.0%
EQT D 1.0%
IWM C 1.0%
SMMD Underweight 62 Positions Relative to IYG
Symbol Grade Weight
NATL D -1.0%
RKT B -1.0%
FHI A -1.0%
NYCB D -1.0%
VLY C -1.0%
FCFS C -1.0%
FFIN B -1.0%
UMBF B -1.0%
GBCI B -1.0%
UBSI B -1.0%
HOMB B -1.0%
RDN B -1.0%
BEN F -1.0%
ESNT B -1.0%
SSB B -1.0%
OWL C -1.0%
IBKR B -1.0%
TW A -1.0%
KEY B -1.0%
LPLA D -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%
APO C -1.0%
BK A -1.0%
COF C -1.0%
TFC D -1.0%
USB B -1.0%
PNC B -1.0%
MCO A -1.0%
CME C -1.0%
KKR B -1.0%
SCHW D -1.0%
ICE B -1.0%
BX B -1.0%
C D -1.0%
MS D -1.0%
BLK A -1.0%
AXP B -1.0%
GS D -1.0%
SPGI B -1.0%
WFC D -1.0%
BAC D -1.0%
MA B -1.0%
V B -1.0%
JPM D -1.0%
BRK.A C -1.0%
Compare ETFs