IVW vs. IWX ETF Comparison
Comparison of iShares S&P 500 Growth ETF (IVW) to iShares Russell Top 200 Value ETF (IWX)
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. 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® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$99.62
Average Daily Volume
1,876,242
Number of Holdings
*
233
* may have additional holdings in another (foreign) market
IWX
iShares Russell Top 200 Value ETF
IWX Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. 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 Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$84.27
Average Daily Volume
315,888
Number of Holdings
*
158
* may have additional holdings in another (foreign) market
Performance
| Period | IVW | IWX |
|---|---|---|
| 30 Days | 3.28% | 2.62% |
| 60 Days | 4.93% | 4.46% |
| 90 Days | 6.28% | 6.64% |
| 12 Months | 37.80% | 28.30% |
74 Overlapping Holdings
| Symbol | Grade | Weight in IVW | Weight in IWX | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.38% | 1.0% | 0.38% | |
| ACN | C | 0.42% | 1.34% | 0.42% | |
| ADI | D | 0.21% | 0.62% | 0.21% | |
| ADP | B | 0.17% | 0.05% | 0.05% | |
| AMAT | F | 0.53% | 0.07% | 0.07% | |
| AMD | F | 0.77% | 0.45% | 0.45% | |
| AON | A | 0.14% | 0.45% | 0.14% | |
| APH | A | 0.17% | 0.21% | 0.17% | |
| AXP | A | 0.39% | 0.61% | 0.39% | |
| AZO | C | 0.13% | 0.03% | 0.03% | |
| BA | F | 0.15% | 0.49% | 0.15% | |
| BKNG | A | 0.57% | 0.06% | 0.06% | |
| BSX | B | 0.24% | 0.77% | 0.24% | |
| CARR | D | 0.1% | 0.38% | 0.1% | |
| CAT | B | 0.38% | 0.97% | 0.38% | |
| CEG | D | 0.11% | 0.36% | 0.11% | |
| CL | D | 0.1% | 0.21% | 0.1% | |
| CME | A | 0.1% | 0.49% | 0.1% | |
| COP | C | 0.31% | 0.79% | 0.31% | |
| CPRT | A | 0.17% | 0.02% | 0.02% | |
| CRM | B | 1.11% | 0.28% | 0.28% | |
| CSX | B | 0.12% | 0.41% | 0.12% | |
| CTAS | B | 0.14% | 0.02% | 0.02% | |
| DE | A | 0.2% | 0.61% | 0.2% | |
| DELL | C | 0.07% | 0.18% | 0.07% | |
| ECL | D | 0.11% | 0.05% | 0.05% | |
| EOG | A | 0.18% | 0.47% | 0.18% | |
| EQIX | A | 0.14% | 0.49% | 0.14% | |
| ETN | A | 0.31% | 0.86% | 0.31% | |
| EW | C | 0.05% | 0.2% | 0.05% | |
| FCX | D | 0.11% | 0.37% | 0.11% | |
| FI | A | 0.22% | 0.5% | 0.22% | |
| FTNT | C | 0.21% | 0.07% | 0.07% | |
| GE | D | 0.29% | 0.91% | 0.29% | |
| GEV | B | 0.13% | 0.54% | 0.13% | |
| HCA | F | 0.11% | 0.29% | 0.11% | |
| HD | A | 0.51% | 0.49% | 0.49% | |
| ITW | B | 0.12% | 0.3% | 0.12% | |
| KKR | A | 0.35% | 0.43% | 0.35% | |
| KO | D | 0.33% | 0.62% | 0.33% | |
| LIN | D | 0.39% | 1.3% | 0.39% | |
| MAR | B | 0.23% | 0.38% | 0.23% | |
| MCD | D | 0.32% | 1.19% | 0.32% | |
| MDLZ | F | 0.13% | 0.52% | 0.13% | |
| MMC | B | 0.2% | 0.57% | 0.2% | |
| MNST | C | 0.08% | 0.04% | 0.04% | |
| MPC | D | 0.1% | 0.33% | 0.1% | |
| MSI | B | 0.16% | 0.26% | 0.16% | |
| NKE | D | 0.13% | 0.21% | 0.13% | |
| ORLY | B | 0.18% | 0.03% | 0.03% | |
| PCAR | B | 0.15% | 0.35% | 0.15% | |
| PEP | F | 0.28% | 0.28% | 0.28% | |
| PG | A | 0.53% | 1.87% | 0.53% | |
| PGR | A | 0.26% | 0.14% | 0.14% | |
| PH | A | 0.24% | 0.54% | 0.24% | |
| PM | B | 0.25% | 1.2% | 0.25% | |
| PSA | D | 0.08% | 0.27% | 0.08% | |
| QCOM | F | 0.33% | 0.07% | 0.07% | |
| REGN | F | 0.17% | 0.44% | 0.17% | |
| ROP | B | 0.09% | 0.35% | 0.09% | |
| RSG | A | 0.08% | 0.26% | 0.08% | |
| SBUX | A | 0.23% | 0.15% | 0.15% | |
| SHW | A | 0.16% | 0.05% | 0.05% | |
| SPGI | C | 0.25% | 0.95% | 0.25% | |
| SYK | C | 0.29% | 0.6% | 0.29% | |
| TDG | D | 0.25% | 0.33% | 0.25% | |
| TJX | A | 0.3% | 0.33% | 0.3% | |
| TMO | F | 0.27% | 1.18% | 0.27% | |
| TT | A | 0.22% | 0.37% | 0.22% | |
| TXN | C | 0.24% | 0.97% | 0.24% | |
| UNH | C | 0.72% | 3.06% | 0.72% | |
| UNP | C | 0.22% | 0.45% | 0.22% | |
| VRTX | F | 0.28% | 0.36% | 0.28% | |
| ZTS | D | 0.15% | 0.08% | 0.08% |
IVW Overweight 159 Positions Relative to IWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 12.44% | |
| AAPL | C | 11.96% | |
| MSFT | F | 10.94% | |
| AMZN | C | 6.81% | |
| META | D | 4.35% | |
| GOOGL | C | 3.55% | |
| TSLA | B | 2.98% | |
| GOOG | C | 2.94% | |
| AVGO | D | 2.73% | |
| LLY | F | 2.14% | |
| NFLX | A | 1.24% | |
| V | A | 1.17% | |
| MA | C | 1.07% | |
| ORCL | B | 1.03% | |
| ADBE | C | 0.81% | |
| NOW | A | 0.74% | |
| INTU | C | 0.68% | |
| COST | B | 0.59% | |
| UBER | D | 0.52% | |
| PANW | C | 0.44% | |
| ISRG | A | 0.43% | |
| PLTR | B | 0.41% | |
| LRCX | F | 0.34% | |
| ANET | C | 0.34% | |
| MRK | F | 0.34% | |
| BX | A | 0.32% | |
| KLAC | D | 0.3% | |
| CDNS | B | 0.29% | |
| SNPS | B | 0.29% | |
| CMG | B | 0.28% | |
| CRWD | B | 0.27% | |
| HLT | A | 0.21% | |
| FICO | B | 0.2% | |
| RCL | A | 0.19% | |
| URI | B | 0.19% | |
| DHI | D | 0.17% | |
| ROST | C | 0.16% | |
| VST | B | 0.16% | |
| NXPI | D | 0.15% | |
| AXON | A | 0.15% | |
| HES | B | 0.14% | |
| IT | C | 0.14% | |
| TRGP | B | 0.14% | |
| ODFL | B | 0.14% | |
| AMT | D | 0.13% | |
| ACGL | D | 0.13% | |
| LULU | C | 0.13% | |
| WM | A | 0.13% | |
| OKE | A | 0.13% | |
| GWW | B | 0.13% | |
| FANG | D | 0.12% | |
| ADSK | A | 0.12% | |
| MCO | B | 0.12% | |
| IR | B | 0.11% | |
| PWR | A | 0.11% | |
| AJG | B | 0.11% | |
| NVR | D | 0.1% | |
| MPWR | F | 0.1% | |
| AMP | A | 0.1% | |
| ABNB | C | 0.1% | |
| CPAY | A | 0.09% | |
| GDDY | A | 0.09% | |
| TYL | B | 0.09% | |
| WMB | A | 0.09% | |
| FTV | C | 0.09% | |
| HWM | A | 0.09% | |
| PHM | D | 0.09% | |
| DECK | A | 0.09% | |
| MSCI | C | 0.09% | |
| NUE | C | 0.08% | |
| VRSK | A | 0.08% | |
| DLR | B | 0.08% | |
| EXPE | B | 0.08% | |
| LEN | D | 0.08% | |
| DAL | C | 0.08% | |
| FAST | B | 0.08% | |
| DFS | B | 0.08% | |
| MLM | B | 0.08% | |
| VMC | B | 0.08% | |
| WST | C | 0.08% | |
| IDXX | F | 0.07% | |
| SPG | B | 0.07% | |
| BRO | B | 0.07% | |
| LYV | A | 0.07% | |
| MCHP | D | 0.07% | |
| BLDR | D | 0.07% | |
| AME | A | 0.07% | |
| IRM | D | 0.06% | |
| ANSS | B | 0.06% | |
| EA | A | 0.06% | |
| CCL | B | 0.06% | |
| GRMN | B | 0.06% | |
| CHTR | C | 0.06% | |
| YUM | B | 0.06% | |
| TEL | B | 0.06% | |
| DXCM | D | 0.06% | |
| PAYX | C | 0.06% | |
| CSGP | D | 0.05% | |
| CBOE | B | 0.05% | |
| IQV | D | 0.05% | |
| PTC | A | 0.05% | |
| TTWO | A | 0.05% | |
| BR | A | 0.05% | |
| OTIS | C | 0.05% | |
| ROK | B | 0.05% | |
| CDW | F | 0.04% | |
| DRI | B | 0.04% | |
| LVS | C | 0.04% | |
| MOH | F | 0.04% | |
| HUBB | B | 0.04% | |
| NCLH | B | 0.04% | |
| ULTA | F | 0.04% | |
| CHD | B | 0.04% | |
| STE | F | 0.04% | |
| PNR | A | 0.04% | |
| CTRA | B | 0.04% | |
| STLD | B | 0.04% | |
| TSCO | D | 0.04% | |
| ON | D | 0.04% | |
| EFX | F | 0.04% | |
| HST | C | 0.03% | |
| VRSN | F | 0.03% | |
| LW | C | 0.03% | |
| POOL | C | 0.03% | |
| JBL | B | 0.03% | |
| CE | F | 0.03% | |
| STX | D | 0.03% | |
| WAT | B | 0.03% | |
| CF | B | 0.03% | |
| COO | D | 0.03% | |
| APA | D | 0.03% | |
| SNA | A | 0.03% | |
| MRO | B | 0.03% | |
| ALGN | D | 0.03% | |
| WYNN | D | 0.03% | |
| FDS | B | 0.03% | |
| NTAP | C | 0.03% | |
| SMCI | F | 0.03% | |
| MAS | D | 0.03% | |
| SBAC | D | 0.03% | |
| MTD | D | 0.03% | |
| HSY | F | 0.03% | |
| RL | B | 0.02% | |
| ALLE | D | 0.02% | |
| PAYC | B | 0.02% | |
| CZR | F | 0.02% | |
| AOS | F | 0.02% | |
| EPAM | C | 0.02% | |
| ERIE | D | 0.02% | |
| MGM | D | 0.02% | |
| ROL | B | 0.02% | |
| DPZ | C | 0.02% | |
| AKAM | D | 0.02% | |
| EXPD | D | 0.02% | |
| DAY | B | 0.02% | |
| GNRC | B | 0.02% | |
| PODD | C | 0.02% | |
| ENPH | F | 0.01% | |
| DVA | B | 0.01% |
IVW Underweight 84 Positions Relative to IWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -5.18% | |
| JPM | A | -4.24% | |
| XOM | B | -3.23% | |
| JNJ | D | -2.24% | |
| WMT | A | -2.2% | |
| BAC | A | -1.91% | |
| CVX | A | -1.68% | |
| WFC | A | -1.57% | |
| CSCO | B | -1.4% | |
| DIS | B | -1.27% | |
| ABT | B | -1.21% | |
| IBM | C | -1.13% | |
| VZ | C | -1.06% | |
| CMCSA | B | -0.99% | |
| T | A | -0.98% | |
| NEE | D | -0.95% | |
| RTX | C | -0.95% | |
| LOW | D | -0.93% | |
| BLK | C | -0.93% | |
| DHR | F | -0.9% | |
| MS | A | -0.88% | |
| PFE | D | -0.85% | |
| GS | A | -0.83% | |
| C | A | -0.79% | |
| HON | B | -0.76% | |
| CB | C | -0.7% | |
| TMUS | B | -0.69% | |
| BMY | B | -0.69% | |
| MDT | D | -0.68% | |
| GILD | C | -0.66% | |
| SCHW | B | -0.65% | |
| MU | D | -0.64% | |
| PLD | D | -0.63% | |
| INTC | D | -0.62% | |
| UPS | C | -0.59% | |
| MO | A | -0.58% | |
| SO | D | -0.58% | |
| PYPL | B | -0.53% | |
| ICE | C | -0.53% | |
| DUK | C | -0.52% | |
| PNC | B | -0.5% | |
| CI | F | -0.49% | |
| WELL | A | -0.49% | |
| USB | A | -0.47% | |
| LMT | D | -0.47% | |
| ELV | F | -0.47% | |
| GD | F | -0.47% | |
| EMR | A | -0.44% | |
| APD | A | -0.43% | |
| MRVL | B | -0.42% | |
| COF | B | -0.42% | |
| TGT | F | -0.42% | |
| CRH | A | -0.41% | |
| NOC | D | -0.41% | |
| FDX | B | -0.4% | |
| CVS | D | -0.4% | |
| BDX | F | -0.39% | |
| GM | B | -0.38% | |
| SLB | C | -0.37% | |
| TFC | A | -0.37% | |
| NSC | B | -0.36% | |
| TRV | B | -0.36% | |
| MMM | D | -0.35% | |
| SRE | A | -0.35% | |
| JCI | C | -0.34% | |
| PSX | C | -0.33% | |
| AEP | D | -0.31% | |
| MET | A | -0.3% | |
| AIG | B | -0.3% | |
| D | C | -0.29% | |
| NEM | D | -0.28% | |
| VLO | C | -0.27% | |
| MCK | B | -0.27% | |
| F | C | -0.26% | |
| STZ | D | -0.23% | |
| KDP | D | -0.21% | |
| OXY | D | -0.2% | |
| AMGN | D | -0.2% | |
| KHC | F | -0.17% | |
| KMB | D | -0.16% | |
| APO | B | -0.13% | |
| MRNA | F | -0.07% | |
| EL | F | -0.06% | |
| DASH | A | -0.04% |
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Insurance Brokers
Internet Content & Information
Leisure
Medical Devices
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Capital Markets
Credit Services
Information Technology Services
Medical Instruments & Supplies
Residential Construction
IWX: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Medical Devices
Banks - Global
Beverages - Soft Drinks
Capital Markets
Health Care Plans
Household & Personal Products
Utilities - Regulated Electric
Asset Management
Banks - Regional - US
Biotechnology
Business Services
Credit Services
Insurance - Property & Casualty
Oil & Gas E&P
Oil & Gas Refining & Marketing
Railroads
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