IAT vs. SDVY ETF Comparison

Comparison of iShares U.S. Regional Banks ETF (IAT) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

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

$56.15

Average Daily Volume

388,899

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

SDVY Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.

Grade (RS Rating)

Last Trade

$39.61

Average Daily Volume

1,380,892

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IAT	SDVY
30 Days	13.30%	9.60%
60 Days	17.98%	9.45%
90 Days	18.38%	10.70%
12 Months	63.05%	38.70%

11 Overlapping Holdings

Symbol	Grade	Weight in IAT	Weight in SDVY	Overlap
BPOP	B	1.24%	0.96%	0.96%
CFG	B	3.74%	1.1%	1.1%
CMA	A	1.54%	1.12%	1.12%
EWBC	A	2.56%	1.24%	1.24%
FITB	A	4.77%	1.07%	1.07%
HBAN	A	4.58%	1.16%	1.16%
OZK	B	0.91%	1.1%	0.91%
RF	A	4.3%	1.11%	1.11%
SNV	B	1.43%	1.24%	1.24%
WTFC	A	1.56%	1.21%	1.21%
ZION	B	1.57%	1.24%	1.24%

IAT Overweight 23 Positions Relative to SDVY

Symbol	Grade	Weight
PNC	B	14.13%
USB	A	13.33%
TFC	A	10.67%
MTB	A	4.88%
FCNCA	A	4.56%
KEY	B	3.18%
FHN	A	1.95%
WBS	A	1.84%
WAL	B	1.77%
PNFP	B	1.7%
CFR	B	1.59%
CBSH	A	1.5%
SSB	B	1.44%
PB	A	1.4%
GBCI	B	1.14%
FNB	A	1.06%
HOMB	A	1.02%
UBSI	B	1.0%
UMBF	B	0.96%
FFIN	B	0.95%
VLY	B	0.85%
BOKF	B	0.46%
TFSL	A	0.14%

IAT Underweight 83 Positions Relative to SDVY

Symbol	Grade	Weight
TPL	A	-1.44%
SYF	B	-1.27%
SNA	A	-1.26%
PRDO	B	-1.24%
GRMN	B	-1.23%
MLI	C	-1.23%
UNM	A	-1.22%
MATX	C	-1.22%
CALM	A	-1.2%
WTTR	B	-1.18%
JXN	C	-1.18%
CADE	B	-1.18%
STLD	B	-1.17%
G	B	-1.17%
J	F	-1.17%
CR	A	-1.14%
IBOC	A	-1.14%
FIX	A	-1.14%
DELL	C	-1.13%
KTB	B	-1.13%
RHI	B	-1.13%
EME	C	-1.13%
LECO	B	-1.12%
RL	B	-1.12%
EQH	B	-1.12%
CMC	B	-1.12%
OC	A	-1.11%
RS	B	-1.1%
BKE	B	-1.1%
CINF	A	-1.1%
CRBG	B	-1.09%
IEX	B	-1.09%
EBC	B	-1.08%
CRC	B	-1.07%
SLM	A	-1.07%
ITT	A	-1.05%
VOYA	B	-1.05%
SM	B	-1.04%
LSTR	D	-1.04%
AFG	A	-1.04%
ALLY	C	-1.04%
MGY	A	-1.03%
CF	B	-1.03%
PHIN	A	-1.03%
GGG	B	-1.03%
RGA	A	-1.03%
WHD	B	-1.03%
FBP	B	-1.02%
BEN	C	-1.02%
WGO	C	-1.02%
BCC	B	-1.02%
EDR	A	-1.01%
UFPI	B	-0.99%
TOL	B	-0.99%
OMC	C	-0.99%
TEX	D	-0.98%
RDN	C	-0.97%
MTG	C	-0.96%
NTAP	C	-0.96%
EXPD	D	-0.95%
EG	C	-0.94%
IPG	D	-0.93%
AGCO	D	-0.93%
AESI	B	-0.92%
SHOO	D	-0.92%
SLVM	B	-0.92%
DKS	C	-0.91%
LEA	D	-0.9%
DINO	D	-0.9%
ESNT	D	-0.88%
KBH	D	-0.88%
PHM	D	-0.88%
AOS	F	-0.87%
VSH	D	-0.87%
WLK	D	-0.87%
WSM	B	-0.86%
WMS	D	-0.86%
MTH	D	-0.86%
IBP	D	-0.85%
AMKR	D	-0.83%
NSP	D	-0.83%
CCS	D	-0.82%
CRI	D	-0.79%

IAT: Top Represented Industries & Keywords

Industries: Banks - Regional - US Banks - Global