IAI vs. DVDN ETF Comparison
Comparison of iShares U.S. Broker-Dealers ETF (IAI) to Kingsbarn Dividend Opportunity ETF (DVDN)
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
$113.01
Average Daily Volume
159,349
32
DVDN
Kingsbarn Dividend Opportunity ETF
DVDN Description
The fund seeks to achieve its investment objective by investing, under normal market circumstances, at least 80% of its net assets in dividend-paying companies. The adviser intends to invest a substantial portion of its assets in publicly listed equity securities of U.S. mortgage REITs and business development companies that invest in residential and commercial loans and securities, business loans to private companies, and various types of derivatives for both investment and risk management purposes. The fund is non-diversified.Grade (RS Rating)
Last Trade
$28.40
Average Daily Volume
174
10
Performance
Period | IAI | DVDN |
---|---|---|
30 Days | -1.69% | -0.35% |
60 Days | 3.11% | -0.46% |
90 Days | 6.95% | -3.46% |
12 Months | 26.07% |
0 Overlapping Holdings
Symbol | Grade | Weight in IAI | Weight in DVDN | Overlap |
---|
IAI Overweight 32 Positions Relative to DVDN
Symbol | Grade | Weight | |
---|---|---|---|
SPGI | C | 13.62% | |
GS | A | 13.54% | |
MS | A | 11.67% | |
SCHW | A | 7.52% | |
CME | D | 4.39% | |
MCO | D | 4.36% | |
ICE | C | 4.26% | |
MSCI | F | 4.21% | |
COIN | B | 4.01% | |
RJF | B | 3.83% | |
NDAQ | B | 3.78% | |
LPLA | B | 3.24% | |
FDS | D | 2.73% | |
IBKR | A | 1.98% | |
TW | C | 1.94% | |
HOOD | B | 1.43% | |
MKTX | F | 1.29% | |
MORN | D | 1.29% | |
SF | A | 1.28% | |
JEF | B | 1.2% | |
HLI | C | 1.08% | |
EVR | D | 1.07% | |
LAZ | C | 0.72% | |
PIPR | B | 0.49% | |
VIRT | A | 0.34% | |
SNEX | B | 0.32% | |
DFIN | A | 0.28% | |
MC | D | 0.24% | |
BGC | B | 0.21% | |
PJT | C | 0.14% | |
LPRO | F | 0.1% | |
RILY | B | 0.08% |
IAI: Top Represented Industries & Keywords
DVDN: Top Represented Industries & Keywords