IAT vs. RDIV ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to RevenueShares Ultra Dividend Fund (RDIV)
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$55.12
Average Daily Volume
371,573
34
RDIV
RevenueShares Ultra Dividend Fund
RDIV Description
The investment seeks to outperform the total return performance of the S&P 900® Index, the fund's benchmark index (the "benchmark index"). The fund will invest at least 80% of its net assets in the securities of companies included in the benchmark index. The index is constructed by identifying the top 60 securities from the benchmark index with the highest average of the 1-year trailing dividend yields for the current quarter and each of the past three quarters, which are then re-weighted according to the revenue earned by the companies, subject to certain asset diversification requirements and a maximum 5% per company weighting. The fund is non-diversified.Grade (RS Rating)
Last Trade
$51.59
Average Daily Volume
32,256
60
Performance
| Period | IAT | RDIV |
|---|---|---|
| 30 Days | 10.92% | 2.24% |
| 60 Days | 13.15% | 3.45% |
| 90 Days | 18.18% | 7.25% |
| 12 Months | 57.39% | 37.70% |
IAT Overweight 28 Positions Relative to RDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNC | B | 14.13% | |
| TFC | B | 10.67% | |
| MTB | A | 4.88% | |
| FITB | B | 4.77% | |
| FCNCA | A | 4.56% | |
| KEY | B | 3.18% | |
| EWBC | A | 2.56% | |
| WBS | A | 1.84% | |
| WAL | B | 1.77% | |
| PNFP | B | 1.7% | |
| CFR | B | 1.59% | |
| ZION | B | 1.57% | |
| WTFC | B | 1.56% | |
| CMA | B | 1.54% | |
| CBSH | B | 1.5% | |
| SSB | B | 1.44% | |
| SNV | B | 1.43% | |
| PB | B | 1.4% | |
| BPOP | C | 1.24% | |
| GBCI | B | 1.14% | |
| FNB | B | 1.06% | |
| HOMB | B | 1.02% | |
| UMBF | B | 0.96% | |
| FFIN | B | 0.95% | |
| OZK | B | 0.91% | |
| VLY | B | 0.85% | |
| BOKF | B | 0.46% | |
| TFSL | B | 0.14% |
IAT Underweight 54 Positions Relative to RDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMY | B | -5.27% | |
| CVX | A | -5.25% | |
| PRU | B | -5.02% | |
| F | C | -4.9% | |
| PM | A | -4.87% | |
| DUK | C | -4.69% | |
| BBY | D | -4.65% | |
| KHC | F | -4.36% | |
| IP | A | -4.21% | |
| EXC | C | -4.19% | |
| VTRS | A | -3.29% | |
| ETR | A | -2.5% | |
| AMCR | C | -2.39% | |
| FE | C | -2.38% | |
| WMB | A | -2.15% | |
| CAG | D | -2.07% | |
| ES | C | -2.01% | |
| IPG | D | -1.92% | |
| BEN | C | -1.7% | |
| TROW | B | -1.38% | |
| SPG | A | -1.16% | |
| EVRG | A | -1.12% | |
| CC | C | -1.12% | |
| IVZ | B | -1.09% | |
| FLO | D | -0.96% | |
| PNW | A | -0.95% | |
| TNL | B | -0.82% | |
| HAS | D | -0.81% | |
| EXR | C | -0.59% | |
| OGE | A | -0.56% | |
| EQR | C | -0.54% | |
| POR | C | -0.54% | |
| SR | A | -0.52% | |
| PK | D | -0.52% | |
| JHG | B | -0.49% | |
| ASB | B | -0.48% | |
| CRI | F | -0.44% | |
| MAA | B | -0.42% | |
| BKH | A | -0.42% | |
| LAMR | D | -0.39% | |
| KIM | A | -0.38% | |
| ALE | A | -0.29% | |
| REG | A | -0.28% | |
| NWE | C | -0.28% | |
| BRX | A | -0.25% | |
| FRT | B | -0.22% | |
| DTM | A | -0.21% | |
| CUBE | D | -0.2% | |
| PCH | D | -0.2% | |
| KRG | A | -0.16% | |
| NNN | C | -0.15% | |
| CUZ | B | -0.15% | |
| CDP | D | -0.13% | |
| ADC | A | -0.11% |
IAT: Top Represented Industries & Keywords
RDIV: Top Represented Industries & Keywords
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