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      CFA vs. IWL ETF Comparison

      Comparison of Compass EMP US 500 Volatility Weighted Index ETF (CFA) to iShares Russell Top 200 ETF (IWL)
      CFA

      Compass EMP US 500 Volatility Weighted Index ETF

      CFA Description

      The investment seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Volatility Weighted Index before fees and expenses. The index is an unmanaged index that was created by the fund's investment advisor and generally consists of the common stock of the 500 largest companies by market capitalization that have their headquarters in the U.S. and the stock of which trades on U.S. exchanges. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in securities of U.S. issuers included in the index as of its most recent reconstitution.

      Grade (RS Rating)

      Last Trade

      $90.25

      Average Daily Volume

      9,545

      Number of Holdings *

      495

      * may have additional holdings in another (foreign) market
      IWL

      iShares Russell Top 200 ETF

      IWL Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. 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® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $145.86

      Average Daily Volume

      52,339

      Number of Holdings *

      197

      * may have additional holdings in another (foreign) market
      Performance
      Period CFA IWL
      30 Days 4.63% 2.93%
      60 Days 5.67% 4.56%
      90 Days 8.16% 6.33%
      12 Months 29.52% 33.26%
      177 Overlapping Holdings
      Symbol Grade Weight in CFA Weight in IWL Overlap
      AAPL C 0.2% 7.79% 0.2%
      ABBV D 0.2% 0.7% 0.2%
      ABNB C 0.16% 0.14% 0.14%
      ABT B 0.27% 0.48% 0.27%
      ACN C 0.2% 0.53% 0.2%
      ADBE C 0.11% 0.53% 0.11%
      ADI D 0.13% 0.24% 0.13%
      ADP B 0.35% 0.29% 0.29%
      ADSK A 0.2% 0.15% 0.15%
      AEP D 0.23% 0.12% 0.12%
      AIG B 0.23% 0.12% 0.12%
      AMAT F 0.1% 0.33% 0.1%
      AMD F 0.09% 0.52% 0.09%
      AMGN D 0.15% 0.36% 0.15%
      AMZN C 0.2% 4.48% 0.2%
      ANET C 0.12% 0.23% 0.12%
      AON A 0.23% 0.18% 0.18%
      APD A 0.19% 0.17% 0.17%
      APH A 0.2% 0.2% 0.2%
      APO B 0.22% 0.2% 0.2%
      AVGO D 0.1% 1.78% 0.1%
      AXP A 0.23% 0.38% 0.23%
      AZO C 0.22% 0.13% 0.13%
      BAC A 0.24% 0.76% 0.24%
      BDX F 0.24% 0.16% 0.16%
      BKNG A 0.22% 0.4% 0.22%
      BLK C 0.29% 0.37% 0.29%
      BRK.A B 0.35% 2.05% 0.35%
      BSX B 0.3% 0.3% 0.3%
      BX A 0.2% 0.31% 0.2%
      C A 0.21% 0.31% 0.21%
      CARR D 0.16% 0.15% 0.15%
      CAT B 0.2% 0.45% 0.2%
      CB C 0.28% 0.28% 0.28%
      CDNS B 0.16% 0.19% 0.16%
      CEG D 0.12% 0.17% 0.12%
      CI F 0.22% 0.21% 0.21%
      CL D 0.29% 0.18% 0.18%
      CMCSA B 0.24% 0.39% 0.24%
      CME A 0.28% 0.19% 0.19%
      CMG B 0.17% 0.19% 0.17%
      COF B 0.23% 0.17% 0.17%
      COP C 0.24% 0.31% 0.24%
      COST B 0.24% 0.96% 0.24%
      CPRT A 0.27% 0.12% 0.12%
      CRM B 0.17% 0.73% 0.17%
      CRWD B 0.12% 0.18% 0.12%
      CSCO B 0.29% 0.55% 0.29%
      CSX B 0.28% 0.16% 0.16%
      CTAS B 0.26% 0.18% 0.18%
      CVS D 0.14% 0.16% 0.14%
      CVX A 0.27% 0.66% 0.27%
      D C 0.21% 0.11% 0.11%
      DE A 0.21% 0.24% 0.21%
      DELL C 0.09% 0.09% 0.09%
      DHR F 0.18% 0.35% 0.18%
      DIS B 0.22% 0.5% 0.22%
      DUK C 0.3% 0.21% 0.21%
      ECL D 0.23% 0.15% 0.15%
      EL F 0.09% 0.03% 0.03%
      ELV F 0.17% 0.22% 0.17%
      EMR A 0.23% 0.17% 0.17%
      EOG A 0.23% 0.18% 0.18%
      ETN A 0.19% 0.34% 0.19%
      EW C 0.1% 0.1% 0.1%
      F C 0.12% 0.1% 0.1%
      FCX D 0.13% 0.15% 0.13%
      FDX B 0.15% 0.16% 0.15%
      FI A 0.34% 0.29% 0.29%
      FTNT C 0.14% 0.14% 0.14%
      GD F 0.29% 0.19% 0.19%
      GE D 0.17% 0.46% 0.17%
      GEV B 0.15% 0.21% 0.15%
      GILD C 0.21% 0.26% 0.21%
      GM B 0.19% 0.15% 0.15%
      GOOGL C 0.19% 2.41% 0.19%
      GS A 0.24% 0.45% 0.24%
      HCA F 0.17% 0.15% 0.15%
      HD A 0.25% 0.96% 0.25%
      HON B 0.33% 0.35% 0.33%
      IBM C 0.21% 0.45% 0.21%
      ICE C 0.3% 0.21% 0.21%
      INTC D 0.1% 0.25% 0.1%
      INTU C 0.18% 0.45% 0.18%
      ISRG A 0.19% 0.44% 0.19%
      ITW B 0.33% 0.19% 0.19%
      JCI C 0.21% 0.13% 0.13%
      JNJ D 0.28% 0.88% 0.28%
      JPM A 0.26% 1.67% 0.26%
      KDP D 0.24% 0.08% 0.08%
      KHC F 0.2% 0.07% 0.07%
      KKR A 0.18% 0.24% 0.18%
      KLAC D 0.09% 0.2% 0.09%
      KMB D 0.23% 0.11% 0.11%
      KO D 0.33% 0.57% 0.33%
      LIN D 0.3% 0.51% 0.3%
      LLY F 0.12% 1.42% 0.12%
      LMT D 0.3% 0.27% 0.27%
      LOW D 0.22% 0.37% 0.22%
      LRCX F 0.1% 0.22% 0.1%
      MA C 0.32% 1.03% 0.32%
      MAR B 0.27% 0.15% 0.15%
      MCD D 0.26% 0.5% 0.26%
      MCK B 0.24% 0.19% 0.19%
      MCO B 0.23% 0.18% 0.18%
      MDLZ F 0.24% 0.21% 0.21%
      MDT D 0.25% 0.27% 0.25%
      MET A 0.26% 0.12% 0.12%
      META D 0.13% 2.89% 0.13%
      MMC B 0.3% 0.26% 0.26%
      MMM D 0.12% 0.17% 0.12%
      MNST C 0.23% 0.09% 0.09%
      MO A 0.27% 0.23% 0.23%
      MPC D 0.15% 0.13% 0.13%
      MRK F 0.18% 0.58% 0.18%
      MS A 0.26% 0.37% 0.26%
      MSFT F 0.24% 7.35% 0.24%
      MSI B 0.31% 0.19% 0.19%
      NEE D 0.17% 0.37% 0.17%
      NFLX A 0.19% 0.84% 0.19%
      NKE D 0.12% 0.22% 0.12%
      NOC D 0.23% 0.16% 0.16%
      NOW A 0.15% 0.49% 0.15%
      NSC B 0.18% 0.14% 0.14%
      NVDA C 0.1% 7.91% 0.1%
      ORCL B 0.2% 0.69% 0.2%
      ORLY B 0.26% 0.17% 0.17%
      OXY D 0.2% 0.08% 0.08%
      PANW C 0.11% 0.28% 0.11%
      PCAR B 0.22% 0.14% 0.14%
      PEP F 0.25% 0.52% 0.25%
      PG A 0.31% 0.95% 0.31%
      PGR A 0.23% 0.36% 0.23%
      PH A 0.2% 0.21% 0.2%
      PM B 0.31% 0.48% 0.31%
      PNC B 0.21% 0.2% 0.2%
      PSX C 0.18% 0.13% 0.13%
      PYPL B 0.16% 0.21% 0.16%
      QCOM F 0.11% 0.43% 0.11%
      REGN F 0.18% 0.19% 0.18%
      ROP B 0.26% 0.14% 0.14%
      RSG A 0.34% 0.1% 0.1%
      RTX C 0.26% 0.38% 0.26%
      SBUX A 0.12% 0.27% 0.12%
      SCHW B 0.22% 0.29% 0.22%
      SHW A 0.23% 0.21% 0.21%
      SLB C 0.18% 0.15% 0.15%
      SNPS B 0.14% 0.19% 0.14%
      SO D 0.28% 0.23% 0.23%
      SPGI C 0.29% 0.38% 0.29%
      SRE A 0.3% 0.14% 0.14%
      STZ D 0.24% 0.09% 0.09%
      SYK C 0.26% 0.34% 0.26%
      T A 0.28% 0.39% 0.28%
      TDG D 0.2% 0.16% 0.16%
      TGT F 0.15% 0.17% 0.15%
      TJX A 0.27% 0.32% 0.27%
      TMO F 0.19% 0.47% 0.19%
      TMUS B 0.42% 0.27% 0.27%
      TRV B 0.25% 0.14% 0.14%
      TSLA B 0.13% 2.12% 0.13%
      TT A 0.23% 0.22% 0.22%
      TXN C 0.17% 0.44% 0.17%
      UBER D 0.12% 0.35% 0.12%
      UNH C 0.19% 1.3% 0.19%
      UNP C 0.25% 0.34% 0.25%
      UPS C 0.18% 0.23% 0.18%
      USB A 0.19% 0.19% 0.19%
      V A 0.35% 1.16% 0.35%
      VLO C 0.16% 0.11% 0.11%
      VZ C 0.23% 0.42% 0.23%
      WDAY B 0.14% 0.13% 0.13%
      WFC A 0.24% 0.62% 0.24%
      WM A 0.27% 0.21% 0.21%
      WMT A 0.29% 0.87% 0.29%
      XOM B 0.26% 1.27% 0.26%
      ZTS D 0.17% 0.19% 0.17%
      CFA Overweight 318 Positions Relative to IWL
      Symbol Grade Weight
      KMI A 0.37%
      ATO A 0.35%
      L A 0.33%
      WMB A 0.33%
      OKE A 0.32%
      NI A 0.32%
      TRGP B 0.32%
      ETR B 0.32%
      AMP A 0.32%
      CHD B 0.32%
      PPL B 0.31%
      BK A 0.31%
      RJF A 0.3%
      PEG A 0.3%
      LNG B 0.3%
      PKG A 0.29%
      EVRG A 0.29%
      HOLX D 0.29%
      HLT A 0.29%
      EA A 0.29%
      YUM B 0.29%
      LHX C 0.28%
      COR B 0.28%
      OTIS C 0.28%
      IBKR A 0.28%
      PAYX C 0.27%
      PCG A 0.27%
      FE C 0.27%
      GGG B 0.27%
      GWW B 0.27%
      IEX B 0.27%
      CMS C 0.27%
      LNT A 0.27%
      PPG F 0.26%
      RPM A 0.26%
      PFG D 0.26%
      AEE A 0.26%
      ED D 0.26%
      WAB B 0.26%
      SNA A 0.26%
      NDAQ A 0.26%
      WEC A 0.26%
      BRO B 0.26%
      CW B 0.26%
      LDOS C 0.26%
      AFG A 0.26%
      FAST B 0.26%
      BR A 0.26%
      DOV A 0.25%
      FDS B 0.25%
      APP B 0.25%
      SCI B 0.25%
      FOXA B 0.25%
      AVY D 0.25%
      CINF A 0.25%
      HIG B 0.25%
      AME A 0.25%
      VRSN F 0.25%
      SSNC B 0.25%
      MKL A 0.25%
      JKHY D 0.25%
      CNP B 0.25%
      AJG B 0.25%
      HEI B 0.24%
      DGX A 0.24%
      DTE C 0.24%
      VRSK A 0.24%
      ALL A 0.24%
      NTRS A 0.24%
      JEF A 0.24%
      PTC A 0.24%
      EIX B 0.24%
      STT A 0.24%
      TW A 0.24%
      GDDY A 0.24%
      ZBH C 0.24%
      KR B 0.24%
      LYV A 0.23%
      CBOE B 0.23%
      CTRA B 0.23%
      CMI A 0.23%
      TXRH C 0.23%
      AFL B 0.23%
      EQH B 0.23%
      XEL A 0.23%
      CAH B 0.23%
      CLX B 0.23%
      J F 0.23%
      BKR B 0.23%
      CTSH B 0.23%
      DRI B 0.23%
      VMC B 0.23%
      SYY B 0.23%
      TAP C 0.23%
      ACM A 0.23%
      TRMB B 0.23%
      MORN B 0.23%
      EMN D 0.22%
      LYB F 0.22%
      AXON A 0.22%
      LH C 0.22%
      INCY C 0.22%
      RNR C 0.22%
      ROST C 0.22%
      EXC C 0.22%
      RGA A 0.22%
      WRB A 0.22%
      UAL A 0.22%
      USFD A 0.22%
      AWK D 0.22%
      MTB A 0.22%
      DAL C 0.22%
      NWSA B 0.22%
      PRU A 0.22%
      OMC C 0.22%
      TDY B 0.22%
      MLM B 0.22%
      TROW B 0.22%
      ROL B 0.22%
      EXPD D 0.22%
      FIS C 0.22%
      NDSN B 0.21%
      GIS D 0.21%
      ALLE D 0.21%
      CPAY A 0.21%
      LPLA A 0.21%
      IT C 0.21%
      XYL D 0.21%
      EWBC A 0.21%
      GRMN B 0.21%
      HBAN A 0.21%
      PFGC B 0.21%
      LVS C 0.21%
      FTV C 0.21%
      FFIV B 0.21%
      EQT B 0.2%
      RF A 0.2%
      STE F 0.2%
      ACGL D 0.2%
      CPB D 0.2%
      FICO B 0.2%
      TYL B 0.2%
      EME C 0.2%
      STLD B 0.2%
      IR B 0.2%
      FNF B 0.2%
      TSCO D 0.2%
      OWL A 0.2%
      VLTO D 0.2%
      ARES A 0.2%
      SJM D 0.2%
      EBAY D 0.2%
      DOW F 0.2%
      ITT A 0.2%
      SYF B 0.2%
      EG C 0.19%
      TPL A 0.19%
      IP B 0.19%
      GLW B 0.19%
      CSL C 0.19%
      CAG D 0.19%
      NVR D 0.19%
      WSO A 0.19%
      TXT D 0.19%
      WMG C 0.19%
      RCL A 0.19%
      IPG D 0.19%
      CLH B 0.19%
      RS B 0.19%
      FITB A 0.19%
      CBRE B 0.19%
      HSY F 0.19%
      LII A 0.18%
      HUBB B 0.18%
      DVA B 0.18%
      CASY A 0.18%
      OVV B 0.18%
      OC A 0.18%
      KVUE A 0.18%
      HAL C 0.18%
      CF B 0.18%
      MKC D 0.18%
      RYAN B 0.18%
      H B 0.18%
      JBHT C 0.18%
      ODFL B 0.17%
      GEN B 0.17%
      TTEK F 0.17%
      CFG B 0.17%
      DD D 0.17%
      CRBG B 0.17%
      DOCU A 0.17%
      ZM B 0.17%
      PWR A 0.17%
      NUE C 0.17%
      AOS F 0.17%
      MAS D 0.17%
      BG F 0.17%
      PR B 0.17%
      GPC D 0.17%
      DPZ C 0.17%
      DVN F 0.17%
      GPN B 0.17%
      FCNCA A 0.17%
      FANG D 0.17%
      PAG B 0.17%
      IDXX F 0.16%
      UTHR C 0.16%
      A D 0.16%
      VEEV C 0.16%
      MSCI C 0.16%
      KEY B 0.16%
      CSGP D 0.16%
      HWM A 0.16%
      VST B 0.16%
      WAT B 0.16%
      HII D 0.15%
      STX D 0.15%
      AKAM D 0.15%
      CHRW C 0.15%
      WLK D 0.15%
      PHM D 0.15%
      HPE B 0.15%
      PODD C 0.15%
      CTVA C 0.15%
      ZBRA B 0.15%
      EXPE B 0.15%
      GEHC F 0.15%
      PLTR B 0.15%
      UHS D 0.15%
      HRL D 0.15%
      JLL D 0.15%
      MANH D 0.15%
      POOL C 0.15%
      ERIE D 0.15%
      CDW F 0.15%
      NRG B 0.15%
      HPQ B 0.15%
      DT C 0.15%
      BAH F 0.15%
      TFX F 0.14%
      CNC D 0.14%
      LEN D 0.14%
      FIX A 0.14%
      CPNG D 0.14%
      DDOG A 0.14%
      MGM D 0.14%
      BSY D 0.14%
      URI B 0.14%
      RVTY F 0.14%
      XPO B 0.14%
      ULTA F 0.14%
      ROK B 0.14%
      UHAL D 0.14%
      NTAP C 0.14%
      KEYS A 0.14%
      HOOD B 0.14%
      WST C 0.13%
      VRT B 0.13%
      SOLV C 0.13%
      EFX F 0.13%
      MOH F 0.13%
      BURL A 0.13%
      CHTR C 0.13%
      THC D 0.13%
      DECK A 0.13%
      LUV C 0.13%
      TOL B 0.13%
      SQ B 0.13%
      BIIB F 0.13%
      JBL B 0.13%
      ALGN D 0.12%
      DHI D 0.12%
      TTD B 0.12%
      IQV D 0.12%
      BBY D 0.12%
      BMRN D 0.12%
      EPAM C 0.12%
      ALLY C 0.12%
      KMX B 0.12%
      NBIX C 0.12%
      COKE C 0.12%
      COIN C 0.11%
      WMS D 0.11%
      FND C 0.11%
      ADM D 0.11%
      WING D 0.11%
      MTD D 0.11%
      AVTR F 0.11%
      RMD C 0.11%
      TECH D 0.11%
      NXPI D 0.11%
      SWKS F 0.1%
      DKS C 0.1%
      ENTG D 0.1%
      BLD D 0.1%
      WSM B 0.1%
      KNSL B 0.1%
      PINS D 0.1%
      CE F 0.1%
      MCHP D 0.1%
      AES F 0.1%
      BLDR D 0.1%
      HUM C 0.1%
      CVNA B 0.09%
      PSTG D 0.09%
      DG F 0.09%
      APTV D 0.09%
      FSLR F 0.08%
      TER D 0.08%
      CHWY B 0.08%
      ON D 0.08%
      DXCM D 0.08%
      SRPT D 0.07%
      MPWR F 0.06%
      RKT F 0.06%
      ENPH F 0.04%
      SMCI F 0.02%
      CFA Underweight 20 Positions Relative to IWL
      Symbol Grade Weight
      GOOG C -2.04%
      PFE D -0.33%
      VRTX F -0.29%
      BMY B -0.27%
      PLD D -0.25%
      MU D -0.25%
      BA F -0.23%
      AMT D -0.22%
      WELL A -0.2%
      EQIX A -0.2%
      MRVL B -0.18%
      CRH A -0.16%
      TFC A -0.15%
      DASH A -0.14%
      PSA D -0.13%
      NEM D -0.11%
      TEAM A -0.09%
      LULU C -0.09%
      SNOW C -0.09%
      MRNA F -0.03%

      CFA: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Asset Management Semiconductors Specialty Retail Capital Markets Diagnostics & Research Insurance - Property & Casualty Aerospace & Defense Banks - Regional - US Oil & Gas E&P Medical Devices Restaurants Software - Infrastructure Specialty Chemicals Biotechnology Drug Manufacturers - Major Engineering & Construction
      Keywords: S&P 500 Nasdaq 100 Natural Gas Insurance Computing Dow Jones Component Electricity Electronics Aerospace Medicine Bank Chemical Semiconductor Banking Insurance Products Telecommunications Cloud Computing IBD 50 Investment Bank Mining

      IWL: Top Represented Industries & Keywords

      Industries: Software - Application Drug Manufacturers - Major Semiconductors Aerospace & Defense Diversified Industrials Capital Markets Credit Services Medical Devices Asset Management Banks - Global Beverages - Soft Drinks Health Care Plans Household & Personal Products Telecom Services Utilities - Regulated Electric Auto Manufacturers Banks - Regional - US Biotechnology Business Services Discount Stores
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Natural Gas Work From Home Electronics Insurance Medicine Bank Chemical Electricity Integrated Circuits Mobile Devices Semiconductor Telecommunications Pharmaceutical Products Aerospace Banking Cloud Computing
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