BEEZ vs. IYM ETF Comparison
Comparison of Honeytree U.S. Equity ETF (BEEZ) to iShares U.S. Basic Materials ETF (IYM)
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.
Grade (RS Rating)
Last Trade
$28.67
Average Daily Volume
1,147
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
IYM
iShares U.S. Basic Materials ETF
IYM Description
The investment seeks to track the investment results of an index composed of U.S. equities in the basic materials 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. Basic Materials Index (the "underlying index"), which measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$141.73
Average Daily Volume
31,659
Number of Holdings
*
39
* may have additional holdings in another (foreign) market
Performance
Period | BEEZ | IYM |
---|---|---|
30 Days | -4.59% | -4.88% |
60 Days | -5.79% | 1.13% |
90 Days | -0.80% | 5.27% |
12 Months | 11.14% |
BEEZ Underweight 37 Positions Relative to IYM
Symbol | Grade | Weight | |
---|---|---|---|
LIN | D | -20.47% | |
FCX | B | -7.81% | |
ECL | B | -6.13% | |
NEM | A | -5.08% | |
NUE | D | -4.68% | |
DOW | D | -4.31% | |
LYB | D | -3.31% | |
IFF | A | -3.14% | |
STLD | D | -2.88% | |
AVY | B | -2.55% | |
RS | D | -2.36% | |
CE | C | -2.21% | |
CF | F | -2.21% | |
ALB | D | -2.05% | |
IP | C | -1.76% | |
EMN | B | -1.63% | |
MOS | F | -1.49% | |
SCCO | B | -1.45% | |
CLF | F | -1.22% | |
X | F | -1.18% | |
RGLD | B | -1.15% | |
FMC | D | -1.07% | |
RBC | C | -1.01% | |
AA | B | -0.91% | |
OLN | C | -0.91% | |
VVV | C | -0.8% | |
HXL | D | -0.79% | |
TKR | A | -0.79% | |
ESI | D | -0.75% | |
ASH | A | -0.69% | |
WLK | A | -0.69% | |
HUN | D | -0.58% | |
CC | D | -0.58% | |
NEU | D | -0.48% | |
SMG | B | -0.42% | |
MP | C | -0.24% | |
SSRM | D | -0.16% |
BEEZ: Top Represented Industries & Keywords
IYM: Top Represented Industries & Keywords