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      IVV vs. CFA ETF Comparison

      Comparison of iShares Core S&P 500 ETF (IVV) to Compass EMP US 500 Volatility Weighted Index ETF (CFA)
      IVV

      iShares Core S&P 500 ETF

      IVV Description

      The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. 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 S&P 500® (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $598.45

      Average Daily Volume

      4,277,239

      Number of Holdings *

      502

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

      Compass EMP US 500 Volatility Weighted Index ETF

      CFA Description The investment seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Volatility Weighted Index before fees and expenses. The index is an unmanaged index that was created by the fund's investment advisor and generally consists of the common stock of the 500 largest companies by market capitalization that have their headquarters in the U.S. and the stock of which trades on U.S. exchanges. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in securities of U.S. issuers included in the index as of its most recent reconstitution.

      Grade (RS Rating)

      Last Trade

      $90.25

      Average Daily Volume

      9,545

      Number of Holdings *

      495

      * may have additional holdings in another (foreign) market
      Performance
      Period IVV CFA
      30 Days 3.04% 4.63%
      60 Days 4.56% 5.67%
      90 Days 6.29% 8.16%
      12 Months 32.78% 29.52%
      406 Overlapping Holdings
      Symbol Grade Weight in IVV Weight in CFA Overlap
      A D 0.07% 0.16% 0.07%
      AAPL C 6.88% 0.2% 0.2%
      ABBV D 0.59% 0.2% 0.2%
      ABNB C 0.12% 0.16% 0.12%
      ABT B 0.41% 0.27% 0.27%
      ACGL D 0.08% 0.2% 0.08%
      ACN C 0.45% 0.2% 0.2%
      ADBE C 0.45% 0.11% 0.11%
      ADI D 0.21% 0.13% 0.13%
      ADM D 0.05% 0.11% 0.05%
      ADP B 0.24% 0.35% 0.24%
      ADSK A 0.13% 0.2% 0.13%
      AEE A 0.05% 0.26% 0.05%
      AEP D 0.1% 0.23% 0.1%
      AES F 0.02% 0.1% 0.02%
      AFL B 0.11% 0.23% 0.11%
      AIG B 0.1% 0.23% 0.1%
      AJG B 0.13% 0.25% 0.13%
      AKAM D 0.03% 0.15% 0.03%
      ALGN D 0.03% 0.12% 0.03%
      ALL A 0.1% 0.24% 0.1%
      ALLE D 0.02% 0.21% 0.02%
      AMAT F 0.28% 0.1% 0.1%
      AMD F 0.44% 0.09% 0.09%
      AME A 0.09% 0.25% 0.09%
      AMGN D 0.31% 0.15% 0.15%
      AMP A 0.11% 0.32% 0.11%
      AMZN C 3.81% 0.2% 0.2%
      ANET C 0.19% 0.12% 0.12%
      AON A 0.17% 0.23% 0.17%
      AOS F 0.02% 0.17% 0.02%
      APD A 0.14% 0.19% 0.14%
      APH A 0.17% 0.2% 0.17%
      APTV D 0.03% 0.09% 0.03%
      ATO A 0.05% 0.35% 0.05%
      AVGO D 1.54% 0.1% 0.1%
      AVY D 0.03% 0.25% 0.03%
      AWK D 0.05% 0.22% 0.05%
      AXON A 0.09% 0.22% 0.09%
      AXP A 0.32% 0.23% 0.23%
      AZO C 0.11% 0.22% 0.11%
      BAC A 0.63% 0.24% 0.24%
      BBY D 0.04% 0.12% 0.04%
      BDX F 0.13% 0.24% 0.13%
      BG F 0.03% 0.17% 0.03%
      BIIB F 0.05% 0.13% 0.05%
      BK A 0.12% 0.31% 0.12%
      BKNG A 0.34% 0.22% 0.22%
      BKR B 0.09% 0.23% 0.09%
      BLDR D 0.04% 0.1% 0.04%
      BLK C 0.29% 0.29% 0.29%
      BR A 0.05% 0.26% 0.05%
      BRK.A B 1.73% 0.35% 0.35%
      BRO B 0.05% 0.26% 0.05%
      BSX B 0.26% 0.3% 0.26%
      BX A 0.26% 0.2% 0.2%
      C A 0.26% 0.21% 0.21%
      CAG D 0.03% 0.19% 0.03%
      CAH B 0.06% 0.23% 0.06%
      CARR D 0.13% 0.16% 0.13%
      CAT B 0.37% 0.2% 0.2%
      CB C 0.22% 0.28% 0.22%
      CBOE B 0.04% 0.23% 0.04%
      CBRE B 0.08% 0.19% 0.08%
      CDNS B 0.16% 0.16% 0.16%
      CDW F 0.05% 0.15% 0.05%
      CE F 0.02% 0.1% 0.02%
      CEG D 0.14% 0.12% 0.12%
      CF B 0.03% 0.18% 0.03%
      CFG B 0.04% 0.17% 0.04%
      CHD B 0.05% 0.32% 0.05%
      CHRW C 0.03% 0.15% 0.03%
      CHTR C 0.08% 0.13% 0.08%
      CI F 0.18% 0.22% 0.18%
      CINF A 0.05% 0.25% 0.05%
      CL D 0.15% 0.29% 0.15%
      CLX B 0.04% 0.23% 0.04%
      CMCSA B 0.33% 0.24% 0.24%
      CME A 0.16% 0.28% 0.16%
      CMG B 0.16% 0.17% 0.16%
      CMI A 0.1% 0.23% 0.1%
      CMS C 0.04% 0.27% 0.04%
      CNC D 0.06% 0.14% 0.06%
      CNP B 0.04% 0.25% 0.04%
      COF B 0.14% 0.23% 0.14%
      COP C 0.26% 0.24% 0.24%
      COR B 0.08% 0.28% 0.08%
      COST B 0.81% 0.24% 0.24%
      CPAY A 0.05% 0.21% 0.05%
      CPB D 0.02% 0.2% 0.02%
      CPRT A 0.1% 0.27% 0.1%
      CRM B 0.63% 0.17% 0.17%
      CRWD B 0.16% 0.12% 0.12%
      CSCO B 0.47% 0.29% 0.29%
      CSGP D 0.06% 0.16% 0.06%
      CSX B 0.14% 0.28% 0.14%
      CTAS B 0.15% 0.26% 0.15%
      CTRA B 0.04% 0.23% 0.04%
      CTSH B 0.08% 0.23% 0.08%
      CTVA C 0.08% 0.15% 0.08%
      CVS D 0.13% 0.14% 0.13%
      CVX A 0.55% 0.27% 0.27%
      D C 0.1% 0.21% 0.1%
      DAL C 0.08% 0.22% 0.08%
      DD D 0.07% 0.17% 0.07%
      DE A 0.21% 0.21% 0.21%
      DECK A 0.05% 0.13% 0.05%
      DELL C 0.08% 0.09% 0.08%
      DG F 0.03% 0.09% 0.03%
      DGX A 0.04% 0.24% 0.04%
      DHI D 0.1% 0.12% 0.1%
      DHR F 0.3% 0.18% 0.18%
      DIS B 0.42% 0.22% 0.22%
      DOV A 0.06% 0.25% 0.06%
      DOW F 0.06% 0.2% 0.06%
      DPZ C 0.03% 0.17% 0.03%
      DRI B 0.04% 0.23% 0.04%
      DTE C 0.05% 0.24% 0.05%
      DUK C 0.17% 0.3% 0.17%
      DVA B 0.01% 0.18% 0.01%
      DVN F 0.05% 0.17% 0.05%
      DXCM D 0.06% 0.08% 0.06%
      EA A 0.08% 0.29% 0.08%
      EBAY D 0.06% 0.2% 0.06%
      ECL D 0.12% 0.23% 0.12%
      ED D 0.07% 0.26% 0.07%
      EFX F 0.06% 0.13% 0.06%
      EG C 0.03% 0.19% 0.03%
      EIX B 0.06% 0.24% 0.06%
      EL F 0.03% 0.09% 0.03%
      ELV F 0.19% 0.17% 0.17%
      EMN D 0.02% 0.22% 0.02%
      EMR A 0.15% 0.23% 0.15%
      ENPH F 0.02% 0.04% 0.02%
      EOG A 0.15% 0.23% 0.15%
      EPAM C 0.03% 0.12% 0.03%
      EQT B 0.05% 0.2% 0.05%
      ERIE D 0.02% 0.15% 0.02%
      ETN A 0.29% 0.19% 0.19%
      ETR B 0.06% 0.32% 0.06%
      EVRG A 0.03% 0.29% 0.03%
      EW C 0.08% 0.1% 0.08%
      EXC C 0.08% 0.22% 0.08%
      EXPD D 0.03% 0.22% 0.03%
      EXPE B 0.05% 0.15% 0.05%
      F C 0.09% 0.12% 0.09%
      FANG D 0.07% 0.17% 0.07%
      FAST B 0.09% 0.26% 0.09%
      FCX D 0.12% 0.13% 0.12%
      FDS B 0.04% 0.25% 0.04%
      FDX B 0.13% 0.15% 0.13%
      FE C 0.04% 0.27% 0.04%
      FFIV B 0.03% 0.21% 0.03%
      FI A 0.24% 0.34% 0.24%
      FICO B 0.11% 0.2% 0.11%
      FIS C 0.1% 0.22% 0.1%
      FITB A 0.06% 0.19% 0.06%
      FOXA B 0.02% 0.25% 0.02%
      FSLR F 0.04% 0.08% 0.04%
      FTNT C 0.12% 0.14% 0.12%
      FTV C 0.05% 0.21% 0.05%
      GD F 0.15% 0.29% 0.15%
      GDDY A 0.05% 0.24% 0.05%
      GE D 0.39% 0.17% 0.17%
      GEHC F 0.08% 0.15% 0.08%
      GEN B 0.03% 0.17% 0.03%
      GEV B 0.18% 0.15% 0.15%
      GILD C 0.22% 0.21% 0.21%
      GIS D 0.07% 0.21% 0.07%
      GLW B 0.07% 0.19% 0.07%
      GM B 0.13% 0.19% 0.13%
      GOOGL C 2.03% 0.19% 0.19%
      GPC D 0.03% 0.17% 0.03%
      GPN B 0.06% 0.17% 0.06%
      GRMN B 0.06% 0.21% 0.06%
      GS A 0.38% 0.24% 0.24%
      GWW B 0.11% 0.27% 0.11%
      HAL C 0.05% 0.18% 0.05%
      HBAN A 0.05% 0.21% 0.05%
      HCA F 0.13% 0.17% 0.13%
      HD A 0.81% 0.25% 0.25%
      HIG B 0.07% 0.25% 0.07%
      HII D 0.02% 0.15% 0.02%
      HLT A 0.12% 0.29% 0.12%
      HOLX D 0.04% 0.29% 0.04%
      HON B 0.3% 0.33% 0.3%
      HPE B 0.06% 0.15% 0.06%
      HPQ B 0.07% 0.15% 0.07%
      HRL D 0.02% 0.15% 0.02%
      HSY F 0.05% 0.19% 0.05%
      HUBB B 0.05% 0.18% 0.05%
      HUM C 0.07% 0.1% 0.07%
      HWM A 0.09% 0.16% 0.09%
      IBM C 0.38% 0.21% 0.21%
      ICE C 0.18% 0.3% 0.18%
      IDXX F 0.07% 0.16% 0.07%
      IEX B 0.03% 0.27% 0.03%
      INCY C 0.02% 0.22% 0.02%
      INTC D 0.21% 0.1% 0.1%
      INTU C 0.39% 0.18% 0.18%
      IP B 0.04% 0.19% 0.04%
      IPG D 0.02% 0.19% 0.02%
      IQV D 0.07% 0.12% 0.07%
      IR B 0.08% 0.2% 0.08%
      ISRG A 0.38% 0.19% 0.19%
      IT C 0.08% 0.21% 0.08%
      ITW B 0.15% 0.33% 0.15%
      J F 0.04% 0.23% 0.04%
      JBHT C 0.03% 0.18% 0.03%
      JBL B 0.03% 0.13% 0.03%
      JCI C 0.11% 0.21% 0.11%
      JKHY D 0.03% 0.25% 0.03%
      JNJ D 0.75% 0.28% 0.28%
      JPM A 1.4% 0.26% 0.26%
      KDP D 0.07% 0.24% 0.07%
      KEY B 0.04% 0.16% 0.04%
      KEYS A 0.05% 0.14% 0.05%
      KHC F 0.06% 0.2% 0.06%
      KKR A 0.2% 0.18% 0.18%
      KLAC D 0.17% 0.09% 0.09%
      KMB D 0.09% 0.23% 0.09%
      KMI A 0.11% 0.37% 0.11%
      KMX B 0.02% 0.12% 0.02%
      KO D 0.48% 0.33% 0.33%
      KR B 0.08% 0.24% 0.08%
      KVUE A 0.09% 0.18% 0.09%
      L A 0.03% 0.33% 0.03%
      LDOS C 0.04% 0.26% 0.04%
      LEN D 0.08% 0.14% 0.08%
      LH C 0.04% 0.22% 0.04%
      LHX C 0.09% 0.28% 0.09%
      LIN D 0.43% 0.3% 0.3%
      LLY F 1.18% 0.12% 0.12%
      LMT D 0.23% 0.3% 0.23%
      LNT A 0.03% 0.27% 0.03%
      LOW D 0.31% 0.22% 0.22%
      LRCX F 0.18% 0.1% 0.1%
      LUV C 0.04% 0.13% 0.04%
      LVS C 0.03% 0.21% 0.03%
      LYB F 0.04% 0.22% 0.04%
      LYV A 0.04% 0.23% 0.04%
      MA C 0.87% 0.32% 0.32%
      MAR B 0.13% 0.27% 0.13%
      MAS D 0.03% 0.17% 0.03%
      MCD D 0.42% 0.26% 0.26%
      MCHP D 0.07% 0.1% 0.07%
      MCK B 0.16% 0.24% 0.16%
      MCO B 0.15% 0.23% 0.15%
      MDLZ F 0.17% 0.24% 0.17%
      MDT D 0.23% 0.25% 0.23%
      MET A 0.1% 0.26% 0.1%
      META D 2.43% 0.13% 0.13%
      MGM D 0.02% 0.14% 0.02%
      MKC D 0.04% 0.18% 0.04%
      MLM B 0.07% 0.22% 0.07%
      MMC B 0.22% 0.3% 0.22%
      MMM D 0.14% 0.12% 0.12%
      MNST C 0.07% 0.23% 0.07%
      MO A 0.19% 0.27% 0.19%
      MOH F 0.03% 0.13% 0.03%
      MPC D 0.11% 0.15% 0.11%
      MPWR F 0.06% 0.06% 0.06%
      MRK F 0.49% 0.18% 0.18%
      MS A 0.34% 0.26% 0.26%
      MSCI C 0.09% 0.16% 0.09%
      MSFT F 6.2% 0.24% 0.24%
      MSI B 0.16% 0.31% 0.16%
      MTB A 0.07% 0.22% 0.07%
      MTD D 0.05% 0.11% 0.05%
      NDAQ A 0.07% 0.26% 0.07%
      NDSN B 0.03% 0.21% 0.03%
      NEE D 0.32% 0.17% 0.17%
      NFLX A 0.71% 0.19% 0.19%
      NI A 0.03% 0.32% 0.03%
      NKE D 0.19% 0.12% 0.12%
      NOC D 0.14% 0.23% 0.14%
      NOW A 0.42% 0.15% 0.15%
      NRG B 0.04% 0.15% 0.04%
      NSC B 0.12% 0.18% 0.12%
      NTAP C 0.05% 0.14% 0.05%
      NTRS A 0.04% 0.24% 0.04%
      NUE C 0.07% 0.17% 0.07%
      NVDA C 7.02% 0.1% 0.1%
      NVR D 0.06% 0.19% 0.06%
      NWSA B 0.02% 0.22% 0.02%
      NXPI D 0.11% 0.11% 0.11%
      ODFL B 0.08% 0.17% 0.08%
      OKE A 0.13% 0.32% 0.13%
      OMC C 0.04% 0.22% 0.04%
      ON D 0.06% 0.08% 0.06%
      ORCL B 0.59% 0.2% 0.2%
      ORLY B 0.14% 0.26% 0.14%
      OTIS C 0.08% 0.28% 0.08%
      OXY D 0.07% 0.2% 0.07%
      PANW C 0.25% 0.11% 0.11%
      PAYX C 0.09% 0.27% 0.09%
      PCAR B 0.12% 0.22% 0.12%
      PCG A 0.09% 0.27% 0.09%
      PEG A 0.09% 0.3% 0.09%
      PEP F 0.44% 0.25% 0.25%
      PFG D 0.04% 0.26% 0.04%
      PG A 0.8% 0.31% 0.31%
      PGR A 0.3% 0.23% 0.23%
      PH A 0.18% 0.2% 0.18%
      PHM D 0.05% 0.15% 0.05%
      PKG A 0.04% 0.29% 0.04%
      PLTR B 0.27% 0.15% 0.15%
      PM B 0.4% 0.31% 0.31%
      PNC B 0.17% 0.21% 0.17%
      PODD C 0.04% 0.15% 0.04%
      POOL C 0.03% 0.15% 0.03%
      PPG F 0.06% 0.26% 0.06%
      PPL B 0.05% 0.31% 0.05%
      PRU A 0.09% 0.22% 0.09%
      PSX C 0.11% 0.18% 0.11%
      PTC A 0.05% 0.24% 0.05%
      PWR A 0.1% 0.17% 0.1%
      PYPL B 0.18% 0.16% 0.16%
      QCOM F 0.36% 0.11% 0.11%
      RCL A 0.11% 0.19% 0.11%
      REGN F 0.16% 0.18% 0.16%
      RF A 0.05% 0.2% 0.05%
      RJF A 0.06% 0.3% 0.06%
      RMD C 0.07% 0.11% 0.07%
      ROK B 0.07% 0.14% 0.07%
      ROL B 0.03% 0.22% 0.03%
      ROP B 0.12% 0.26% 0.12%
      ROST C 0.09% 0.22% 0.09%
      RSG A 0.09% 0.34% 0.09%
      RTX C 0.32% 0.26% 0.26%
      RVTY F 0.03% 0.14% 0.03%
      SBUX A 0.22% 0.12% 0.12%
      SCHW B 0.24% 0.22% 0.22%
      SHW A 0.18% 0.23% 0.18%
      SJM D 0.02% 0.2% 0.02%
      SLB C 0.12% 0.18% 0.12%
      SMCI F 0.02% 0.02% 0.02%
      SNA A 0.04% 0.26% 0.04%
      SNPS B 0.16% 0.14% 0.14%
      SO D 0.19% 0.28% 0.19%
      SOLV C 0.02% 0.13% 0.02%
      SPGI C 0.32% 0.29% 0.29%
      SRE A 0.12% 0.3% 0.12%
      STE F 0.04% 0.2% 0.04%
      STLD B 0.04% 0.2% 0.04%
      STT A 0.06% 0.24% 0.06%
      STX D 0.04% 0.15% 0.04%
      STZ D 0.07% 0.24% 0.07%
      SWKS F 0.03% 0.1% 0.03%
      SYF B 0.05% 0.2% 0.05%
      SYK C 0.27% 0.26% 0.26%
      SYY B 0.07% 0.23% 0.07%
      T A 0.33% 0.28% 0.28%
      TAP C 0.02% 0.23% 0.02%
      TDG D 0.14% 0.2% 0.14%
      TDY B 0.04% 0.22% 0.04%
      TECH D 0.02% 0.11% 0.02%
      TER D 0.03% 0.08% 0.03%
      TFX F 0.02% 0.14% 0.02%
      TGT F 0.14% 0.15% 0.14%
      TJX A 0.27% 0.27% 0.27%
      TMO F 0.39% 0.19% 0.19%
      TMUS B 0.23% 0.42% 0.23%
      TRGP B 0.09% 0.32% 0.09%
      TRMB B 0.03% 0.23% 0.03%
      TROW B 0.05% 0.22% 0.05%
      TRV B 0.12% 0.25% 0.12%
      TSCO D 0.06% 0.2% 0.06%
      TSLA B 1.79% 0.13% 0.13%
      TT A 0.18% 0.23% 0.18%
      TXN C 0.37% 0.17% 0.17%
      TXT D 0.03% 0.19% 0.03%
      TYL B 0.05% 0.2% 0.05%
      UAL A 0.06% 0.22% 0.06%
      UBER D 0.31% 0.12% 0.12%
      UHS D 0.02% 0.15% 0.02%
      ULTA F 0.04% 0.14% 0.04%
      UNH C 1.1% 0.19% 0.19%
      UNP C 0.29% 0.25% 0.25%
      UPS C 0.2% 0.18% 0.18%
      URI B 0.11% 0.14% 0.11%
      USB A 0.16% 0.19% 0.16%
      V A 1.04% 0.35% 0.35%
      VLO C 0.09% 0.16% 0.09%
      VLTO D 0.05% 0.2% 0.05%
      VMC B 0.07% 0.23% 0.07%
      VRSK A 0.08% 0.24% 0.08%
      VRSN F 0.03% 0.25% 0.03%
      VST B 0.1% 0.16% 0.1%
      VZ C 0.35% 0.23% 0.23%
      WAB B 0.07% 0.26% 0.07%
      WAT B 0.04% 0.16% 0.04%
      WEC A 0.06% 0.26% 0.06%
      WFC A 0.51% 0.24% 0.24%
      WM A 0.16% 0.27% 0.16%
      WMB A 0.14% 0.33% 0.14%
      WMT A 0.74% 0.29% 0.29%
      WRB A 0.04% 0.22% 0.04%
      WST C 0.05% 0.13% 0.05%
      XEL A 0.08% 0.23% 0.08%
      XOM B 1.07% 0.26% 0.26%
      XYL D 0.06% 0.21% 0.06%
      YUM B 0.08% 0.29% 0.08%
      ZBH C 0.05% 0.24% 0.05%
      ZBRA B 0.04% 0.15% 0.04%
      ZTS D 0.16% 0.17% 0.16%
      IVV Overweight 96 Positions Relative to CFA
      Symbol Grade Weight
      GOOG C 1.68%
      PFE D 0.28%
      VRTX F 0.24%
      BMY B 0.23%
      BA F 0.21%
      PLD D 0.21%
      MU D 0.21%
      AMT D 0.18%
      EQIX A 0.17%
      WELL A 0.16%
      TFC A 0.13%
      PSA D 0.11%
      SPG B 0.11%
      DLR B 0.11%
      O D 0.1%
      DFS B 0.09%
      TEL B 0.09%
      CCI D 0.09%
      NEM D 0.09%
      HES B 0.08%
      AVB B 0.07%
      VICI C 0.07%
      IRM D 0.07%
      EXR D 0.07%
      LULU C 0.07%
      TTWO A 0.06%
      ANSS B 0.06%
      WTW B 0.06%
      WY D 0.05%
      SBAC D 0.05%
      CCL B 0.05%
      EQR B 0.05%
      SW A 0.05%
      VTR C 0.05%
      PNR A 0.04%
      TSN B 0.04%
      MAA B 0.04%
      BALL D 0.04%
      INVH D 0.04%
      ESS B 0.04%
      COO D 0.04%
      WDC D 0.04%
      WBD C 0.04%
      K A 0.04%
      IFF D 0.04%
      ES D 0.04%
      MRNA F 0.03%
      CPT B 0.03%
      DLTR F 0.03%
      SWK D 0.03%
      TPR B 0.03%
      UDR B 0.03%
      DOC D 0.03%
      AMCR D 0.03%
      VTRS A 0.03%
      MRO B 0.03%
      BAX D 0.03%
      ARE D 0.03%
      KIM A 0.03%
      BWA D 0.02%
      MTCH D 0.02%
      IVZ B 0.02%
      CZR F 0.02%
      HAS D 0.02%
      APA D 0.02%
      RL B 0.02%
      MOS F 0.02%
      WYNN D 0.02%
      FRT B 0.02%
      HSIC B 0.02%
      CRL C 0.02%
      GL B 0.02%
      MKTX D 0.02%
      LKQ D 0.02%
      PNW B 0.02%
      CTLT B 0.02%
      PAYC B 0.02%
      LW C 0.02%
      GNRC B 0.02%
      AIZ A 0.02%
      BXP D 0.02%
      NCLH B 0.02%
      DAY B 0.02%
      REG B 0.02%
      JNPR F 0.02%
      HST C 0.02%
      ALB C 0.02%
      AMTM D 0.01%
      NWS B 0.01%
      FOX A 0.01%
      WBA F 0.01%
      QRVO F 0.01%
      PARA C 0.01%
      BEN C 0.01%
      FMC D 0.01%
      MHK D 0.01%
      IVV Underweight 89 Positions Relative to CFA
      Symbol Grade Weight
      LNG B -0.3%
      IBKR A -0.28%
      GGG B -0.27%
      RPM A -0.26%
      CW B -0.26%
      AFG A -0.26%
      APP B -0.25%
      SCI B -0.25%
      SSNC B -0.25%
      MKL A -0.25%
      HEI B -0.24%
      JEF A -0.24%
      TW A -0.24%
      TXRH C -0.23%
      EQH B -0.23%
      ACM A -0.23%
      MORN B -0.23%
      RNR C -0.22%
      RGA A -0.22%
      USFD A -0.22%
      APO B -0.22%
      LPLA A -0.21%
      EWBC A -0.21%
      PFGC B -0.21%
      EME C -0.2%
      FNF B -0.2%
      OWL A -0.2%
      ARES A -0.2%
      ITT A -0.2%
      TPL A -0.19%
      CSL C -0.19%
      WSO A -0.19%
      WMG C -0.19%
      CLH B -0.19%
      RS B -0.19%
      LII A -0.18%
      CASY A -0.18%
      OVV B -0.18%
      OC A -0.18%
      RYAN B -0.18%
      H B -0.18%
      TTEK F -0.17%
      CRBG B -0.17%
      DOCU A -0.17%
      ZM B -0.17%
      PR B -0.17%
      FCNCA A -0.17%
      PAG B -0.17%
      UTHR C -0.16%
      VEEV C -0.16%
      WLK D -0.15%
      JLL D -0.15%
      MANH D -0.15%
      DT C -0.15%
      BAH F -0.15%
      FIX A -0.14%
      CPNG D -0.14%
      DDOG A -0.14%
      BSY D -0.14%
      XPO B -0.14%
      WDAY B -0.14%
      UHAL D -0.14%
      HOOD B -0.14%
      VRT B -0.13%
      BURL A -0.13%
      THC D -0.13%
      TOL B -0.13%
      SQ B -0.13%
      TTD B -0.12%
      BMRN D -0.12%
      ALLY C -0.12%
      NBIX C -0.12%
      COKE C -0.12%
      COIN C -0.11%
      WMS D -0.11%
      FND C -0.11%
      WING D -0.11%
      AVTR F -0.11%
      DKS C -0.1%
      ENTG D -0.1%
      BLD D -0.1%
      WSM B -0.1%
      KNSL B -0.1%
      PINS D -0.1%
      CVNA B -0.09%
      PSTG D -0.09%
      CHWY B -0.08%
      SRPT D -0.07%
      RKT F -0.06%

      IVV: Top Represented Industries & Keywords

      Industries: Diversified Industrials Software - Application Utilities - Regulated Electric Business Services Semiconductors Diagnostics & Research Asset Management Oil & Gas E&P Aerospace & Defense Banks - Regional - US Capital Markets Drug Manufacturers - Major Medical Instruments & Supplies Packaged Foods Medical Devices Specialty Retail Credit Services Health Care Plans Household & Personal Products Information Technology Services
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Electricity Insurance Dow Jones Component Electronics Aerospace Chemical Medicine Real Estate Investment Trust Telecommunications Bank Semiconductor Banking Insurance Products Petroleum Industry Transport Investment Bank

      CFA: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Asset Management Semiconductors Specialty Retail Capital Markets Diagnostics & Research Insurance - Property & Casualty Aerospace & Defense Banks - Regional - US Oil & Gas E&P Medical Devices Restaurants Software - Infrastructure Specialty Chemicals Biotechnology Drug Manufacturers - Major Engineering & Construction
      Keywords: S&P 500 Nasdaq 100 Natural Gas Insurance Computing Dow Jones Component Electricity Electronics Aerospace Medicine Bank Chemical Semiconductor Banking Insurance Products Telecommunications Cloud Computing IBD 50 Investment Bank Mining
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