IHI vs. EQTY ETF Comparison
Comparison of iShares U.S. Medical Devices ETF (IHI) to Kovitz Core Equity ETF (EQTY)
IHI
iShares U.S. Medical Devices ETF
IHI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the medical devices 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 Medical Equipment Index (the "underlying index"), which measures the performance of the medical equipment sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$55.02
Average Daily Volume
1,150,649
52
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$20.85
Average Daily Volume
48,534
10
Performance
| Period | IHI | EQTY |
|---|---|---|
| 30 Days | -4.91% | -4.84% |
| 60 Days | -4.13% | -2.36% |
| 90 Days | -2.69% | 2.71% |
| 12 Months | -1.54% | 20.80% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IHI | Weight in EQTY | Overlap | |
|---|---|---|---|---|---|
| BDX | F | 4.74% | 4.15% | 4.15% |
IHI Overweight 51 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| ABT | D | 16.99% | |
| ISRG | C | 11.77% | |
| SYK | D | 10.04% | |
| MDT | C | 4.98% | |
| BSX | A | 4.76% | |
| DXCM | D | 4.66% | |
| EW | D | 4.64% | |
| GEHC | D | 4.52% | |
| IDXX | D | 4.07% | |
| RMD | A | 3.43% | |
| ZBH | D | 3.25% | |
| BAX | C | 2.61% | |
| STE | D | 2.57% | |
| HOLX | A | 2.3% | |
| SWAV | A | 1.58% | |
| PODD | D | 1.51% | |
| TFX | D | 1.26% | |
| PEN | D | 1.02% | |
| INSP | A | 0.88% | |
| MASI | D | 0.78% | |
| GMED | D | 0.76% | |
| GKOS | A | 0.61% | |
| ITGR | B | 0.51% | |
| NVST | F | 0.45% | |
| IRTC | B | 0.45% | |
| AXNX | B | 0.44% | |
| LIVN | A | 0.37% | |
| TMDX | A | 0.36% | |
| ENOV | D | 0.36% | |
| PRCT | A | 0.29% | |
| CNMD | F | 0.29% | |
| NARI | D | 0.26% | |
| TNDM | A | 0.26% | |
| QDEL | F | 0.25% | |
| IART | F | 0.25% | |
| OMCL | F | 0.17% | |
| ATEC | D | 0.16% | |
| LMAT | B | 0.16% | |
| NVCR | F | 0.15% | |
| ATRC | F | 0.14% | |
| AORT | B | 0.1% | |
| SILK | B | 0.09% | |
| VREX | F | 0.09% | |
| SIBN | F | 0.07% | |
| NVRO | F | 0.06% | |
| TMCI | F | 0.06% | |
| OFIX | F | 0.06% | |
| FNA | D | 0.05% | |
| SRDX | B | 0.05% | |
| AXGN | F | 0.04% | |
| SENS | F | 0.03% |
IHI: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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