WBAT vs. IWX ETF Comparison
Comparison of WisdomTree Battery Value Chain and Innovation Fund (WBAT) to iShares Russell Top 200 Value ETF (IWX)
WBAT
WisdomTree Battery Value Chain and Innovation Fund
WBAT Description
WisdomTree Battery Value Chain and Innovation Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of global region. The fund invests in stocks of companies operating across battery and energy storage solutions and innovation sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the WisdomTree Battery Value Chain and Innovation Index, by using representative sampling technique. WisdomTree Battery Value Chain and Innovation Fund is domiciled in the United States.
Grade (RS Rating)
Last Trade
$27.67
Average Daily Volume
2,157
21
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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 Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$84.27
Average Daily Volume
315,888
158
Performance
| Period | WBAT | IWX |
|---|---|---|
| 30 Days | 1.36% | 2.62% |
| 60 Days | 10.31% | 4.46% |
| 90 Days | 8.98% | 6.64% |
| 12 Months | -2.79% | 28.30% |
11 Overlapping Holdings
| Symbol | Grade | Weight in WBAT | Weight in IWX | Overlap | |
|---|---|---|---|---|---|
| ADI | D | 0.26% | 0.62% | 0.26% | |
| APH | A | 0.27% | 0.21% | 0.21% | |
| CAT | B | 0.57% | 0.97% | 0.57% | |
| F | C | 0.42% | 0.26% | 0.26% | |
| GM | B | 0.37% | 0.38% | 0.37% | |
| JCI | C | 1.4% | 0.34% | 0.34% | |
| LMT | D | 0.37% | 0.47% | 0.37% | |
| MMM | D | 0.28% | 0.35% | 0.28% | |
| QCOM | F | 0.8% | 0.07% | 0.07% | |
| TDG | D | 0.36% | 0.33% | 0.33% | |
| TXN | C | 0.23% | 0.97% | 0.23% |
WBAT Underweight 147 Positions Relative to IWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -5.18% | |
| JPM | A | -4.24% | |
| XOM | B | -3.23% | |
| UNH | C | -3.06% | |
| JNJ | D | -2.24% | |
| WMT | A | -2.2% | |
| BAC | A | -1.91% | |
| PG | A | -1.87% | |
| CVX | A | -1.68% | |
| WFC | A | -1.57% | |
| CSCO | B | -1.4% | |
| ACN | C | -1.34% | |
| LIN | D | -1.3% | |
| DIS | B | -1.27% | |
| ABT | B | -1.21% | |
| PM | B | -1.2% | |
| MCD | D | -1.19% | |
| TMO | F | -1.18% | |
| IBM | C | -1.13% | |
| VZ | C | -1.06% | |
| ABBV | D | -1.0% | |
| CMCSA | B | -0.99% | |
| T | A | -0.98% | |
| NEE | D | -0.95% | |
| SPGI | C | -0.95% | |
| RTX | C | -0.95% | |
| LOW | D | -0.93% | |
| BLK | C | -0.93% | |
| GE | D | -0.91% | |
| DHR | F | -0.9% | |
| MS | A | -0.88% | |
| ETN | A | -0.86% | |
| PFE | D | -0.85% | |
| GS | A | -0.83% | |
| COP | C | -0.79% | |
| C | A | -0.79% | |
| BSX | B | -0.77% | |
| HON | B | -0.76% | |
| CB | C | -0.7% | |
| TMUS | B | -0.69% | |
| BMY | B | -0.69% | |
| MDT | D | -0.68% | |
| GILD | C | -0.66% | |
| SCHW | B | -0.65% | |
| MU | D | -0.64% | |
| PLD | D | -0.63% | |
| KO | D | -0.62% | |
| INTC | D | -0.62% | |
| DE | A | -0.61% | |
| AXP | A | -0.61% | |
| SYK | C | -0.6% | |
| UPS | C | -0.59% | |
| MO | A | -0.58% | |
| SO | D | -0.58% | |
| MMC | B | -0.57% | |
| PH | A | -0.54% | |
| GEV | B | -0.54% | |
| PYPL | B | -0.53% | |
| ICE | C | -0.53% | |
| MDLZ | F | -0.52% | |
| DUK | C | -0.52% | |
| PNC | B | -0.5% | |
| FI | A | -0.5% | |
| BA | F | -0.49% | |
| EQIX | A | -0.49% | |
| CME | A | -0.49% | |
| CI | F | -0.49% | |
| HD | A | -0.49% | |
| WELL | A | -0.49% | |
| EOG | A | -0.47% | |
| USB | A | -0.47% | |
| ELV | F | -0.47% | |
| GD | F | -0.47% | |
| AMD | F | -0.45% | |
| AON | A | -0.45% | |
| UNP | C | -0.45% | |
| REGN | F | -0.44% | |
| EMR | A | -0.44% | |
| APD | A | -0.43% | |
| KKR | A | -0.43% | |
| MRVL | B | -0.42% | |
| COF | B | -0.42% | |
| TGT | F | -0.42% | |
| CRH | A | -0.41% | |
| NOC | D | -0.41% | |
| CSX | B | -0.41% | |
| FDX | B | -0.4% | |
| CVS | D | -0.4% | |
| BDX | F | -0.39% | |
| CARR | D | -0.38% | |
| MAR | B | -0.38% | |
| TT | A | -0.37% | |
| FCX | D | -0.37% | |
| SLB | C | -0.37% | |
| TFC | A | -0.37% | |
| NSC | B | -0.36% | |
| CEG | D | -0.36% | |
| TRV | B | -0.36% | |
| VRTX | F | -0.36% | |
| PCAR | B | -0.35% | |
| ROP | B | -0.35% | |
| SRE | A | -0.35% | |
| PSX | C | -0.33% | |
| MPC | D | -0.33% | |
| TJX | A | -0.33% | |
| AEP | D | -0.31% | |
| MET | A | -0.3% | |
| AIG | B | -0.3% | |
| ITW | B | -0.3% | |
| D | C | -0.29% | |
| HCA | F | -0.29% | |
| PEP | F | -0.28% | |
| CRM | B | -0.28% | |
| NEM | D | -0.28% | |
| VLO | C | -0.27% | |
| MCK | B | -0.27% | |
| PSA | D | -0.27% | |
| MSI | B | -0.26% | |
| RSG | A | -0.26% | |
| STZ | D | -0.23% | |
| CL | D | -0.21% | |
| NKE | D | -0.21% | |
| KDP | D | -0.21% | |
| EW | C | -0.2% | |
| OXY | D | -0.2% | |
| AMGN | D | -0.2% | |
| DELL | C | -0.18% | |
| KHC | F | -0.17% | |
| KMB | D | -0.16% | |
| SBUX | A | -0.15% | |
| PGR | A | -0.14% | |
| APO | B | -0.13% | |
| ZTS | D | -0.08% | |
| FTNT | C | -0.07% | |
| AMAT | F | -0.07% | |
| MRNA | F | -0.07% | |
| EL | F | -0.06% | |
| BKNG | A | -0.06% | |
| ECL | D | -0.05% | |
| SHW | A | -0.05% | |
| ADP | B | -0.05% | |
| MNST | C | -0.04% | |
| DASH | A | -0.04% | |
| AZO | C | -0.03% | |
| ORLY | B | -0.03% | |
| CPRT | A | -0.02% | |
| CTAS | B | -0.02% |
WBAT: Top Represented Industries & Keywords
IWX: Top Represented Industries & Keywords
Compare ETFs
