IEZ vs. WLTG ETF Comparison
Comparison of iShares U.S. Oil Equipment & Services ETF (IEZ) to WealthTrust DBS Long Term Growth ETF (WLTG)
IEZ
iShares U.S. Oil Equipment & Services ETF
IEZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the oil equipment and 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 underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Oil Equipment & Services Index (the "underlying index"), which measures the performance of the oil equipment and services sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$23.06
Average Daily Volume
236,811
31
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$25.21
Average Daily Volume
5,801
30
Performance
| Period | IEZ | WLTG |
|---|---|---|
| 30 Days | -2.00% | -2.37% |
| 60 Days | 10.11% | 1.88% |
| 90 Days | 7.31% | 5.38% |
| 12 Months | 23.78% | 24.08% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IEZ | Weight in WLTG | Overlap | |
|---|---|---|---|---|---|
| HAL | B | 18.23% | 2.54% | 2.54% |
IEZ Overweight 30 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| SLB | F | 20.94% | |
| FTI | A | 4.91% | |
| BKR | B | 4.83% | |
| CHX | B | 4.78% | |
| NOV | B | 4.57% | |
| WFRD | A | 4.5% | |
| NE | B | 3.83% | |
| TDW | A | 3.25% | |
| VAL | D | 3.21% | |
| HP | B | 3.1% | |
| RIG | B | 3.01% | |
| PTEN | F | 2.76% | |
| LBRT | A | 2.53% | |
| WHD | A | 2.47% | |
| AROC | A | 1.99% | |
| OII | A | 1.7% | |
| XPRO | A | 1.21% | |
| HLX | A | 1.14% | |
| DO | B | 0.99% | |
| AESI | A | 0.88% | |
| SLCA | A | 0.74% | |
| CLB | C | 0.6% | |
| WTTR | A | 0.57% | |
| PUMP | B | 0.54% | |
| RES | D | 0.51% | |
| NBR | F | 0.51% | |
| DRQ | D | 0.5% | |
| VTOL | C | 0.45% | |
| TTI | B | 0.39% | |
| BOOM | F | 0.25% |
IEZ Underweight 29 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| QQQ | C | -15.25% | |
| AMZN | A | -5.65% | |
| META | D | -5.52% | |
| MSFT | D | -5.22% | |
| MGK | C | -4.92% | |
| NVDA | B | -4.78% | |
| NFLX | D | -3.19% | |
| GOOGL | A | -3.12% | |
| LLY | D | -3.06% | |
| MAR | D | -2.92% | |
| AAPL | F | -2.51% | |
| RCL | A | -2.4% | |
| COST | B | -2.27% | |
| TSN | A | -2.21% | |
| CEG | A | -2.14% | |
| HLT | C | -2.13% | |
| EG | D | -1.85% | |
| CAT | B | -1.79% | |
| DAL | A | -1.63% | |
| DOW | B | -1.58% | |
| PHM | B | -1.57% | |
| HMC | D | -1.56% | |
| LNG | B | -1.56% | |
| AMAT | B | -1.54% | |
| V | C | -1.51% | |
| REGN | D | -1.38% | |
| VRTX | C | -1.34% | |
| AMD | C | -1.31% | |
| IWF | C | -0.04% |
IEZ: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
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