IAI vs. BUFZ ETF Comparison

Comparison of iShares U.S. Broker-Dealers ETF (IAI) to FT Cboe Vest Laddered Moderate Buffer ETF (BUFZ)
IAI

iShares U.S. Broker-Dealers ETF

IAI Description

The investment seeks to track the investment results of an index composed of U.S. equities in the investment 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 index. It seeks to track the investment results of the Dow Jones U.S. Select Investment Services Index (the "underlying index"), which measures the performance of the investment services sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$116.88

Average Daily Volume

58,692

Number of Holdings *

32

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

FT Cboe Vest Laddered Moderate Buffer ETF

BUFZ Description The fund seeks to achieve its investment objective by providing investors with U.S. large-cap equity market exposure while attempting to limit downside risk through a laddered portfolio of FT Cboe Vest U.S. Equity Moderate Buffer ETFs. The term laddered portfolio refers to its investment in multiple underlying ETFs that have target outcome period expiration dates which occur on a rolling, or periodic, basis. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.81

Average Daily Volume

50,478

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period IAI BUFZ
30 Days -1.40% 1.15%
60 Days 3.74% 2.91%
90 Days 1.99% 2.61%
12 Months 35.25%
0 Overlapping Holdings
Symbol Grade Weight in IAI Weight in BUFZ Overlap
IAI Overweight 32 Positions Relative to BUFZ
Symbol Grade Weight
GS B 14.39%
SPGI B 13.8%
MS B 11.83%
SCHW C 7.21%
MCO A 4.56%
COIN C 4.46%
ICE A 4.23%
CME D 3.89%
MSCI C 3.8%
NDAQ C 3.52%
RJF C 3.44%
LPLA B 3.27%
FDS D 2.42%
IBKR B 2.04%
TW D 1.92%
HOOD B 1.83%
SF B 1.28%
MKTX F 1.2%
JEF B 1.19%
MORN C 1.18%
EVR B 1.09%
HLI C 1.07%
LAZ D 0.66%
PIPR A 0.5%
MC D 0.46%
PJT B 0.37%
VIRT C 0.35%
SNEX C 0.31%
DFIN C 0.24%
BGC C 0.21%
LPRO D 0.1%
RILY F 0.06%
IAI Underweight 10 Positions Relative to BUFZ
Symbol Grade Weight
GJUN A -8.37%
GAUG A -8.35%
GSEP A -8.34%
GOCT A -8.34%
GJUL A -8.34%
GNOV A -8.33%
GFEB A -8.32%
GJAN A -8.32%
GMAY A -8.32%
GDEC A -8.32%

BUFZ: Top Represented Industries & Keywords

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