BOUT vs. SUSA ETF Comparison
Comparison of Innovator IBD Breakout Opportunities ETF (BOUT) to iShares MSCI USA ESG Select ETF (SUSA)
BOUT
Innovator IBD Breakout Opportunities ETF
BOUT Description
The investment seeks to track, before fees and expenses, the performance of the IBD® Breakout Stocks Index (the "index"). The fund will normally invest at least 80% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index seeks to provide opportunistic investment exposure to those stocks with the potential to "break out," or experience a period of sustained price growth beyond the stock's recent "resistance level," with consideration for various market conditions. The fund is non-diversified. BOUT uses technical analysis to find stocks that are likely to breakout. The funds index relies on an algorithm that establishes a base price (a recent high) for each eligible security. The index then follows the trend for each stock. Selected stocks are ranked by a combination of relative strength and fundamental factors, and then weighted in fixed tiers according to this ranking. In addition, BOUT will move 50% of its portfolio into T-bills based on market signals: a rapid increase in either margin debt or overall stock prices, combined with slowing reversing momentum in the S&P 500. The T-bill position will remain in place until the S&P 500 falls by 50% or show indications of rising momentum. BOUT is rebalanced and reconstituted weekly after the close on Friday. The frequent rebalance schedule means the fund will be highly responsive to the technical factors that drive its strategy, but could also experience high turnover.
Grade (RS Rating)
Last Trade
$40.67
Average Daily Volume
3,050
44
SUSA
iShares MSCI USA ESG Select ETF
SUSA Description
iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.Grade (RS Rating)
Last Trade
$124.71
Average Daily Volume
60,399
175
Performance
| Period | BOUT | SUSA |
|---|---|---|
| 30 Days | 10.23% | 4.04% |
| 60 Days | 10.93% | 4.55% |
| 90 Days | 11.26% | 6.30% |
| 12 Months | 34.57% | 32.95% |
11 Overlapping Holdings
| Symbol | Grade | Weight in BOUT | Weight in SUSA | Overlap | |
|---|---|---|---|---|---|
| ACGL | D | 0.4% | 0.23% | 0.23% | |
| AVGO | D | 0.42% | 1.56% | 0.42% | |
| AXON | A | 0.43% | 0.48% | 0.43% | |
| CRM | B | 3.73% | 1.18% | 1.18% | |
| DVA | B | 3.71% | 0.27% | 0.27% | |
| EQIX | A | 4.25% | 0.58% | 0.58% | |
| MS | A | 4.47% | 1.12% | 1.12% | |
| NEM | D | 4.42% | 0.18% | 0.18% | |
| NOW | A | 1.27% | 0.91% | 0.91% | |
| PGR | A | 3.63% | 0.69% | 0.69% | |
| SPGI | C | 3.81% | 0.59% | 0.59% |
BOUT Overweight 33 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| PACS | F | 4.48% | |
| LBRDK | C | 4.44% | |
| VIK | B | 4.39% | |
| EXPE | B | 4.28% | |
| AHR | A | 4.24% | |
| IDCC | A | 4.01% | |
| ETN | A | 3.82% | |
| EQH | B | 3.78% | |
| BAH | F | 3.73% | |
| CRDO | B | 2.87% | |
| VRNS | D | 2.61% | |
| ULS | B | 2.59% | |
| IR | B | 2.49% | |
| DT | C | 2.49% | |
| NMIH | D | 2.44% | |
| ONON | A | 2.35% | |
| COLL | F | 2.23% | |
| TSM | B | 1.31% | |
| TBBK | B | 1.28% | |
| CDNA | D | 1.24% | |
| SCCO | F | 1.22% | |
| SN | D | 1.2% | |
| TCOM | B | 1.14% | |
| BEKE | D | 1.06% | |
| ROAD | A | 0.45% | |
| TPH | D | 0.42% | |
| IBKR | A | 0.42% | |
| CWAN | B | 0.42% | |
| ALKT | B | 0.42% | |
| GMED | A | 0.41% | |
| CORT | B | 0.41% | |
| PLMR | B | 0.39% | |
| JD | D | 0.38% |
BOUT Underweight 164 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -5.47% | |
| AAPL | C | -4.77% | |
| MSFT | F | -4.66% | |
| GOOGL | C | -2.0% | |
| GOOG | C | -1.91% | |
| TSLA | B | -1.8% | |
| HD | A | -1.68% | |
| KO | D | -1.62% | |
| OKE | A | -1.53% | |
| TT | A | -1.5% | |
| K | A | -1.38% | |
| LLY | F | -1.31% | |
| ECL | D | -1.3% | |
| ADP | B | -1.29% | |
| TXN | C | -1.28% | |
| CRH | A | -1.19% | |
| GILD | C | -1.14% | |
| INTU | C | -1.06% | |
| ADBE | C | -1.02% | |
| AXP | A | -1.02% | |
| V | A | -0.99% | |
| MA | C | -0.95% | |
| PNR | A | -0.92% | |
| LNG | B | -0.85% | |
| ADSK | A | -0.84% | |
| PEP | F | -0.81% | |
| AMAT | F | -0.81% | |
| ZTS | D | -0.8% | |
| PRU | A | -0.8% | |
| GWW | B | -0.78% | |
| TRGP | B | -0.78% | |
| EXPD | D | -0.77% | |
| MMM | D | -0.77% | |
| IBM | C | -0.76% | |
| DECK | A | -0.74% | |
| GIS | D | -0.74% | |
| CSCO | B | -0.73% | |
| LOW | D | -0.72% | |
| EA | A | -0.72% | |
| CDNS | B | -0.71% | |
| ACN | C | -0.67% | |
| CMI | A | -0.67% | |
| BK | A | -0.67% | |
| AMGN | D | -0.66% | |
| HPE | B | -0.65% | |
| FERG | B | -0.63% | |
| DIS | B | -0.62% | |
| DHR | F | -0.6% | |
| GE | D | -0.59% | |
| CCI | D | -0.58% | |
| CLX | B | -0.58% | |
| COST | B | -0.57% | |
| CHRW | C | -0.57% | |
| AMD | F | -0.55% | |
| MCO | B | -0.54% | |
| BR | A | -0.54% | |
| ELV | F | -0.52% | |
| XYL | D | -0.51% | |
| MRK | F | -0.51% | |
| WDAY | B | -0.51% | |
| BKR | B | -0.51% | |
| VZ | C | -0.5% | |
| LKQ | D | -0.49% | |
| NFLX | A | -0.49% | |
| VLTO | D | -0.47% | |
| LRCX | F | -0.46% | |
| PG | A | -0.46% | |
| TRV | B | -0.45% | |
| DGX | A | -0.45% | |
| BG | F | -0.45% | |
| NXPI | D | -0.44% | |
| IDXX | F | -0.44% | |
| LII | A | -0.44% | |
| WSM | B | -0.42% | |
| CBRE | B | -0.42% | |
| KMB | D | -0.41% | |
| HBAN | A | -0.41% | |
| WAT | B | -0.4% | |
| ES | D | -0.4% | |
| INTC | D | -0.39% | |
| BBY | D | -0.39% | |
| GDDY | A | -0.39% | |
| BKNG | A | -0.38% | |
| A | D | -0.37% | |
| AMT | D | -0.36% | |
| VRTX | F | -0.35% | |
| EW | C | -0.34% | |
| SLB | C | -0.34% | |
| KEYS | A | -0.34% | |
| TWLO | A | -0.31% | |
| ANET | C | -0.31% | |
| PANW | C | -0.31% | |
| JCI | C | -0.3% | |
| QCOM | F | -0.29% | |
| WELL | A | -0.29% | |
| MMC | B | -0.29% | |
| SNPS | B | -0.29% | |
| PNC | B | -0.29% | |
| VLO | C | -0.28% | |
| STE | F | -0.28% | |
| ED | D | -0.27% | |
| TGT | F | -0.27% | |
| FIS | C | -0.27% | |
| NDAQ | A | -0.26% | |
| MU | D | -0.26% | |
| TSCO | D | -0.25% | |
| TRMB | B | -0.25% | |
| ANSS | B | -0.24% | |
| WST | C | -0.23% | |
| HCA | F | -0.23% | |
| ZBH | C | -0.22% | |
| CHD | B | -0.22% | |
| HPQ | B | -0.21% | |
| CARR | D | -0.21% | |
| IRM | D | -0.21% | |
| TEAM | A | -0.2% | |
| COO | D | -0.2% | |
| KR | B | -0.2% | |
| HUBS | A | -0.19% | |
| HOLX | D | -0.19% | |
| SYF | B | -0.19% | |
| MELI | D | -0.19% | |
| MRVL | B | -0.19% | |
| LH | C | -0.18% | |
| MOH | F | -0.18% | |
| NTRS | A | -0.18% | |
| CNH | C | -0.17% | |
| FDS | B | -0.16% | |
| IFF | D | -0.15% | |
| BALL | D | -0.14% | |
| RCL | A | -0.14% | |
| ALNY | D | -0.14% | |
| STT | A | -0.13% | |
| CAT | B | -0.13% | |
| FSLR | F | -0.13% | |
| KDP | D | -0.13% | |
| PTC | A | -0.13% | |
| MDB | C | -0.13% | |
| MTD | D | -0.12% | |
| PWR | A | -0.12% | |
| MKC | D | -0.12% | |
| TFC | A | -0.11% | |
| SOLV | C | -0.11% | |
| IPG | D | -0.11% | |
| LULU | C | -0.11% | |
| NI | A | -0.11% | |
| FBIN | D | -0.11% | |
| NUE | C | -0.11% | |
| OC | A | -0.11% | |
| APTV | D | -0.1% | |
| WDC | D | -0.1% | |
| DXCM | D | -0.1% | |
| STX | D | -0.1% | |
| IT | C | -0.1% | |
| RIVN | F | -0.09% | |
| LIN | D | -0.09% | |
| PPG | F | -0.09% | |
| SNOW | C | -0.09% | |
| REGN | F | -0.08% | |
| BIIB | F | -0.08% | |
| AVTR | F | -0.08% | |
| HUM | C | -0.08% | |
| KHC | F | -0.08% | |
| AKAM | D | -0.08% |
BOUT: Top Represented Industries & Keywords
SUSA: Top Represented Industries & Keywords
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