IBAT vs. IYM ETF Comparison

Comparison of iShares Energy Storage & Materials ETF (IBAT) to iShares U.S. Basic Materials ETF (IYM)
IBAT

iShares Energy Storage & Materials ETF

IBAT Description

The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$24.43

Average Daily Volume

766

Number of Holdings *

18

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

iShares U.S. Basic Materials ETF

IYM Description The investment seeks to track the investment results of an index composed of U.S. equities in the basic materials 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 underlying index. It seeks to track the investment results of the Dow Jones U.S. Basic Materials Index (the "underlying index"), which measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$140.25

Average Daily Volume

31,659

Number of Holdings *

39

* may have additional holdings in another (foreign) market
Performance
Period IBAT IYM
30 Days -2.09% -4.88%
60 Days 1.13%
90 Days 5.27%
12 Months 11.14%
3 Overlapping Holdings
Symbol Grade Weight in IBAT Weight in IYM Overlap
APD C 5.95% 5.75% 5.75%
DOW D 1.07% 4.31% 1.07%
LIN D 3.11% 20.47% 3.11%
IBAT Overweight 15 Positions Relative to IYM
Symbol Grade Weight
ETN B 3.4%
ABBV D 2.14%
ENS C 2.04%
SEDG F 1.85%
BE B 1.26%
QS F 1.01%
PLUG F 0.71%
FLNC B 0.65%
ENTG D 0.52%
ENVX D 0.51%
BLDP F 0.35%
CHPT F 0.3%
FCEL F 0.24%
STEM F 0.16%
BLNK D 0.1%
IBAT Underweight 36 Positions Relative to IYM
Symbol Grade Weight
FCX B -7.81%
ECL B -6.13%
NEM A -5.08%
NUE D -4.68%
FAST C -4.08%
LYB D -3.31%
IFF A -3.14%
STLD D -2.88%
AVY B -2.55%
RS D -2.36%
CE C -2.21%
CF F -2.21%
ALB D -2.05%
IP C -1.76%
EMN B -1.63%
MOS F -1.49%
SCCO B -1.45%
CLF F -1.22%
X F -1.18%
RGLD B -1.15%
FMC D -1.07%
RBC C -1.01%
AA B -0.91%
OLN C -0.91%
VVV C -0.8%
HXL D -0.79%
TKR A -0.79%
ESI D -0.75%
ASH A -0.69%
WLK A -0.69%
HUN D -0.58%
CC D -0.58%
NEU D -0.48%
SMG B -0.42%
MP C -0.24%
SSRM D -0.16%
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