IWD vs. SCHG ETF Comparison

Comparison of iShares Russell 1000 Value ETF (IWD) to Schwab U.S. Large-Cap Growth ETF (SCHG)
IWD

iShares Russell 1000 Value ETF

IWD Description

The investment seeks to track the investment results of an index composed of large- and mid-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 1000 Value Index (the "underlying index"), which measures the performance of large- and mid-capitalization value sectors of the U.S. equity market. It is a subset of the Russell 1000® Index, which measures the performance of the large-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$189.62

Average Daily Volume

1,543,421

Number of Holdings *

864

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

Schwab U.S. Large-Cap Growth ETF

SCHG Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$104.07

Average Daily Volume

1,302,840

Number of Holdings *

223

* may have additional holdings in another (foreign) market
Performance
Period IWD SCHG
30 Days 2.56% 5.96%
60 Days 9.52% 12.47%
90 Days 9.70% -0.19%
12 Months 30.25% 43.09%
134 Overlapping Holdings
Symbol Grade Weight in IWD Weight in SCHG Overlap
ACN B 0.88% 0.79% 0.79%
ALGN D 0.03% 0.06% 0.03%
ALNY C 0.02% 0.13% 0.02%
AMD C 0.35% 0.96% 0.35%
ANSS D 0.11% 0.1% 0.1%
APO A 0.07% 0.2% 0.07%
AVTR D 0.07% 0.06% 0.06%
AZO D 0.02% 0.2% 0.02%
BIO B 0.03% 0.02% 0.02%
BKNG B 0.03% 0.51% 0.03%
BKR B 0.15% 0.13% 0.13%
BLD D 0.05% 0.04% 0.04%
BLDR C 0.08% 0.08% 0.08%
BLK A 0.55% 0.47% 0.47%
BMRN F 0.05% 0.05% 0.05%
CACI A 0.04% 0.04% 0.04%
CASY D 0.05% 0.05% 0.05%
CEG A 0.28% 0.29% 0.28%
CHE D 0.03% 0.03% 0.03%
CHTR D 0.12% 0.11% 0.11%
CLF D 0.02% 0.02% 0.02%
CLH B 0.05% 0.04% 0.04%
CNM F 0.01% 0.03% 0.01%
COHR B 0.05% 0.05% 0.05%
COIN F 0.02% 0.14% 0.02%
COKE C 0.03% 0.03% 0.03%
CPRT B 0.01% 0.16% 0.01%
CRL F 0.04% 0.04% 0.04%
CRM B 0.15% 0.96% 0.15%
CSGP F 0.12% 0.11% 0.11%
CSL A 0.07% 0.07% 0.07%
CTLT A 0.04% 0.04% 0.04%
CTVA A 0.16% 0.15% 0.15%
CVNA A 0.05% 0.07% 0.05%
DASH A 0.02% 0.17% 0.02%
DAY C 0.03% 0.03% 0.03%
DELL C 0.1% 0.12% 0.1%
DHR D 0.7% 0.64% 0.64%
DPZ D 0.04% 0.05% 0.04%
EFX D 0.11% 0.13% 0.11%
EG A 0.06% 0.06% 0.06%
ELV F 0.4% 0.44% 0.4%
EME B 0.05% 0.07% 0.05%
EPAM F 0.04% 0.04% 0.04%
EQIX C 0.31% 0.3% 0.3%
ETSY F 0.01% 0.02% 0.01%
EW F 0.12% 0.14% 0.12%
EXAS C 0.03% 0.04% 0.03%
FCNCA D 0.09% 0.08% 0.08%
FDS C 0.04% 0.06% 0.04%
FI A 0.28% 0.37% 0.28%
FICO C 0.03% 0.17% 0.03%
FND C 0.03% 0.05% 0.03%
FSLR C 0.1% 0.1% 0.1%
FTI B 0.05% 0.04% 0.04%
FTNT A 0.04% 0.18% 0.04%
GE B 0.63% 0.72% 0.63%
GEV A 0.28% 0.25% 0.25%
GNRC B 0.02% 0.03% 0.02%
GWW B 0.02% 0.17% 0.02%
HES D 0.05% 0.13% 0.05%
HLT A 0.11% 0.21% 0.11%
HOOD B 0.06% 0.06% 0.06%
HUM F 0.13% 0.14% 0.13%
IBKR A 0.06% 0.05% 0.05%
ILMN B 0.08% 0.07% 0.07%
IQV F 0.15% 0.15% 0.15%
JBHT D 0.06% 0.05% 0.05%
LBRDK C 0.03% 0.04% 0.03%
LIN C 0.91% 0.83% 0.83%
LNG A 0.08% 0.15% 0.08%
MAR A 0.22% 0.21% 0.21%
MCK F 0.15% 0.23% 0.15%
MKL B 0.06% 0.07% 0.06%
MLM F 0.12% 0.12% 0.12%
MOH F 0.03% 0.07% 0.03%
MRNA F 0.08% 0.08% 0.08%
MRVL C 0.22% 0.22% 0.22%
MSCI B 0.07% 0.16% 0.07%
MSTR B 0.09% 0.11% 0.09%
MTD C 0.12% 0.11% 0.11%
NOV F 0.03% 0.02% 0.02%
NVR C 0.11% 0.11% 0.11%
OKTA F 0.03% 0.04% 0.03%
OLED B 0.02% 0.03% 0.02%
ORLY A 0.02% 0.24% 0.02%
PATH D 0.0% 0.02% 0.0%
PAYC D 0.01% 0.03% 0.01%
PFGC A 0.04% 0.04% 0.04%
PGR B 0.09% 0.53% 0.09%
PH A 0.32% 0.29% 0.29%
PSN A 0.02% 0.02% 0.02%
PSTG F 0.01% 0.06% 0.01%
PTC B 0.03% 0.08% 0.03%
QRVO F 0.04% 0.04% 0.04%
RCM B 0.01% 0.01% 0.01%
REGN D 0.4% 0.4% 0.4%
RGEN F 0.03% 0.03% 0.03%
RIVN F 0.03% 0.03% 0.03%
RMD C 0.1% 0.13% 0.1%
RNR A 0.06% 0.05% 0.05%
ROIV D 0.02% 0.02% 0.02%
ROKU C 0.03% 0.03% 0.03%
ROP D 0.23% 0.21% 0.21%
RRC D 0.03% 0.03% 0.03%
RVTY C 0.06% 0.06% 0.06%
SAIA D 0.02% 0.04% 0.02%
SBAC C 0.1% 0.09% 0.09%
SHW C 0.03% 0.32% 0.03%
SPGI C 0.64% 0.59% 0.59%
SQ D 0.08% 0.13% 0.08%
STZ D 0.16% 0.15% 0.15%
TDG A 0.25% 0.28% 0.25%
TDY A 0.08% 0.07% 0.07%
TKO A 0.03% 0.03% 0.03%
TMO D 0.93% 0.84% 0.84%
TMUS A 0.4% 0.36% 0.36%
TTWO D 0.1% 0.09% 0.09%
TW A 0.03% 0.05% 0.03%
TWLO B 0.03% 0.04% 0.03%
TYL D 0.01% 0.09% 0.01%
U D 0.01% 0.02% 0.01%
ULTA D 0.01% 0.07% 0.01%
UNH B 1.98% 1.93% 1.93%
URI C 0.16% 0.19% 0.16%
VMC D 0.1% 0.12% 0.1%
VRTX D 0.24% 0.43% 0.24%
WAT B 0.03% 0.08% 0.03%
WBD F 0.08% 0.07% 0.07%
WMS D 0.03% 0.04% 0.03%
WSC D 0.02% 0.03% 0.02%
WST D 0.03% 0.08% 0.03%
ZM B 0.07% 0.07% 0.07%
ZTS C 0.06% 0.32% 0.06%
IWD Overweight 730 Positions Relative to SCHG
Symbol Grade Weight
BRK.A B 3.32%
JPM C 2.35%
XOM A 2.14%
JNJ D 1.55%
WMT A 1.4%
PG D 1.26%
BAC B 1.06%
CVX B 1.02%
CSCO A 0.85%
MCD A 0.81%
IBM A 0.8%
ABBV C 0.79%
ABT C 0.78%
WFC B 0.77%
VZ C 0.76%
PM D 0.74%
NEE C 0.7%
DIS D 0.69%
RTX A 0.66%
PFE D 0.65%
CAT A 0.65%
CMCSA B 0.64%
TXN C 0.64%
T B 0.63%
LOW C 0.62%
ETN B 0.52%
COP D 0.51%
BSX A 0.49%
CB A 0.47%
C B 0.47%
KO C 0.47%
PLD D 0.46%
MDT C 0.46%
GS B 0.45%
HON C 0.45%
MS A 0.45%
MU D 0.44%
ADI B 0.44%
BMY A 0.43%
GILD A 0.42%
DE C 0.42%
UPS D 0.39%
MDLZ D 0.39%
SO A 0.39%
MMC D 0.38%
INTC D 0.38%
AXP A 0.37%
DUK C 0.36%
SYK C 0.36%
ICE A 0.36%
MO D 0.35%
LMT A 0.35%
CI D 0.35%
SCHW D 0.34%
HD A 0.33%
GD C 0.33%
CME A 0.32%
WELL C 0.31%
CVS D 0.31%
UNP F 0.31%
PYPL A 0.31%
BA F 0.3%
NOC B 0.3%
FCX B 0.29%
EOG B 0.29%
USB C 0.28%
BDX C 0.28%
TGT C 0.28%
PNC C 0.28%
CSX D 0.27%
AON A 0.27%
APD C 0.26%
CARR A 0.26%
KKR A 0.25%
CRH C 0.25%
EMR B 0.25%
NEM C 0.25%
AFL A 0.25%
FDX F 0.24%
SLB D 0.24%
MMM C 0.24%
DHI C 0.23%
AJG C 0.23%
TT A 0.23%
HCA C 0.23%
MPC D 0.23%
O C 0.22%
COF A 0.22%
PSX D 0.22%
TFC D 0.22%
NSC C 0.22%
WMB A 0.22%
DLR C 0.21%
CCI D 0.21%
BK A 0.21%
SRE C 0.21%
TRV B 0.21%
OKE A 0.21%
AEP C 0.21%
TJX D 0.21%
PEP F 0.2%
GM D 0.2%
PCAR D 0.2%
JCI C 0.2%
FIS A 0.19%
AIG C 0.19%
MET A 0.19%
PSA C 0.19%
ITW C 0.19%
D A 0.19%
CMI A 0.18%
LEN C 0.18%
PEG A 0.18%
LHX A 0.18%
GIS C 0.17%
OTIS A 0.17%
ALL A 0.17%
F D 0.17%
PCG C 0.17%
PRU B 0.17%
A B 0.17%
KVUE C 0.17%
KMI A 0.17%
VLO F 0.17%
KDP C 0.16%
IR A 0.16%
EXC C 0.16%
SPG A 0.16%
ACGL A 0.16%
NKE D 0.16%
MCHP F 0.16%
RSG D 0.16%
NUE D 0.15%
GEHC C 0.15%
DD C 0.15%
EXR D 0.15%
CL D 0.15%
ROST D 0.15%
KR C 0.15%
FERG F 0.15%
CBRE C 0.15%
CTSH B 0.15%
AMGN D 0.15%
EA D 0.15%
DOW B 0.15%
HWM A 0.15%
MSI A 0.15%
CNC F 0.15%
AME C 0.15%
DFS A 0.14%
GLW C 0.14%
VICI C 0.14%
HIG A 0.14%
OXY D 0.14%
XEL C 0.14%
ED C 0.14%
AVB C 0.13%
WAB A 0.13%
DAL C 0.13%
XYL C 0.13%
EBAY A 0.13%
EIX C 0.13%
FANG D 0.13%
PAYX B 0.12%
PHM C 0.12%
PWR A 0.12%
NDAQ C 0.12%
ON F 0.12%
PPG D 0.12%
WEC B 0.12%
WTW C 0.12%
KHC F 0.12%
APH D 0.12%
DTE B 0.11%
GRMN D 0.11%
RCL B 0.11%
KEYS B 0.11%
FTV C 0.11%
ROK D 0.11%
BIIB F 0.11%
EQR C 0.11%
KMB D 0.11%
ETR A 0.11%
ADM F 0.11%
AWK D 0.11%
FITB C 0.11%
MTB A 0.11%
HSY D 0.1%
YUM C 0.1%
PPL C 0.1%
WY C 0.1%
SBUX B 0.1%
LYB B 0.1%
DVN F 0.1%
SW C 0.1%
CHD D 0.1%
GPN F 0.1%
FE C 0.1%
VTR C 0.1%
HPQ B 0.1%
HPE B 0.1%
DOV C 0.1%
STT A 0.1%
IFF D 0.1%
HAL D 0.1%
WDC C 0.09%
BBY C 0.09%
ZBH F 0.09%
CBOE B 0.09%
LDOS A 0.09%
HUBB A 0.09%
STE D 0.09%
RJF B 0.09%
AEE A 0.09%
TROW D 0.09%
ES D 0.09%
TRU C 0.08%
CNP B 0.08%
PKG B 0.08%
APTV D 0.08%
STLD C 0.08%
SYF A 0.08%
GPC D 0.08%
PFG A 0.08%
OMC C 0.08%
EQT C 0.08%
ARE D 0.08%
HBAN B 0.08%
RF B 0.08%
BALL C 0.08%
ATO A 0.08%
CINF A 0.08%
K B 0.08%
CMS A 0.08%
COO C 0.08%
MKC C 0.08%
INVH D 0.08%
AMCR C 0.07%
J F 0.07%
SUI D 0.07%
RS D 0.07%
WRB C 0.07%
TSN D 0.07%
SWK C 0.07%
DGX D 0.07%
WSO C 0.07%
IP C 0.07%
NTRS B 0.07%
LUV B 0.07%
CCL C 0.07%
CTRA D 0.07%
CFG C 0.07%
MAA D 0.07%
UAL A 0.07%
HOLX D 0.07%
LH D 0.07%
MAS C 0.07%
CHK C 0.07%
DG F 0.07%
ESS D 0.07%
BAX D 0.07%
ACM A 0.06%
BRO A 0.06%
USFD C 0.06%
L C 0.06%
DLTR F 0.06%
RGA B 0.06%
EL D 0.06%
AES C 0.06%
GGG C 0.06%
CDW D 0.06%
ZBRA B 0.06%
SYY D 0.06%
IRM B 0.06%
GEN A 0.06%
UDR C 0.06%
VRSN C 0.06%
NDSN C 0.06%
TRMB B 0.06%
SNA C 0.06%
VLTO A 0.06%
AKAM D 0.06%
KEY B 0.06%
OC C 0.06%
EXPD D 0.06%
KIM C 0.06%
SWKS F 0.06%
MRO B 0.06%
THC D 0.06%
CAG D 0.06%
NI A 0.06%
UTHR C 0.06%
LNT B 0.06%
TOL C 0.06%
DOC C 0.06%
SSNC C 0.06%
CF A 0.06%
PNR C 0.06%
FNF C 0.06%
IEX D 0.06%
TXT F 0.06%
NVT C 0.05%
NRG A 0.05%
KMX F 0.05%
QCOM D 0.05%
TFX C 0.05%
IPG D 0.05%
RPM A 0.05%
CUBE C 0.05%
JBL C 0.05%
TECH D 0.05%
ITT C 0.05%
HST D 0.05%
SJM D 0.05%
BXP B 0.05%
ALLE A 0.05%
JNPR C 0.05%
CPT C 0.05%
CHRW C 0.05%
FFIV B 0.05%
CW A 0.05%
AMH D 0.05%
ELS D 0.05%
EMN C 0.05%
UHS D 0.05%
JKHY A 0.05%
AMAT C 0.05%
REG C 0.05%
WPC C 0.05%
GLPI C 0.05%
VTRS D 0.05%
EVRG C 0.05%
BG F 0.05%
NTAP D 0.05%
CIEN A 0.04%
NYT C 0.04%
SNX C 0.04%
GPK D 0.04%
DCI B 0.04%
NNN C 0.04%
INGR B 0.04%
EGP D 0.04%
AFRM C 0.04%
WAL C 0.04%
EVR C 0.04%
TTC F 0.04%
MGM D 0.04%
HSIC D 0.04%
AYI A 0.04%
DRI C 0.04%
GL C 0.04%
SF A 0.04%
HRL F 0.04%
PRI A 0.04%
SOLV C 0.04%
CPB D 0.04%
APA F 0.04%
WYNN B 0.04%
RGLD C 0.04%
FRT D 0.04%
MKTX B 0.04%
CG B 0.04%
EHC C 0.04%
FOXA B 0.04%
CNH C 0.04%
MTCH B 0.04%
WTRG D 0.04%
AFG A 0.04%
NTNX C 0.04%
NLY C 0.04%
AA B 0.04%
TTEK A 0.04%
ARMK C 0.04%
FWONK D 0.04%
NWSA D 0.04%
OHI C 0.04%
DOX B 0.04%
TAP D 0.04%
WWD C 0.04%
INCY B 0.04%
Z C 0.04%
PNW C 0.04%
UNM A 0.04%
DKS D 0.04%
HII F 0.04%
AIZ B 0.04%
LKQ F 0.04%
TPR B 0.04%
OVV D 0.04%
REXR D 0.04%
ATR A 0.04%
AOS C 0.04%
FBIN C 0.04%
RRX B 0.04%
CAH B 0.04%
CE D 0.04%
EWBC B 0.04%
AVY D 0.04%
RPRX D 0.04%
BJ B 0.04%
ALB D 0.04%
SCI D 0.04%
CCK C 0.04%
AZPN A 0.03%
IVZ A 0.03%
LW D 0.03%
CFR B 0.03%
MSA F 0.03%
LFUS C 0.03%
FAST C 0.03%
CRUS D 0.03%
OSK F 0.03%
CGNX F 0.03%
FAF C 0.03%
MAT B 0.03%
MTG A 0.03%
ZION D 0.03%
SOFI C 0.03%
LSTR F 0.03%
AAL D 0.03%
MKSI F 0.03%
JAZZ F 0.03%
BFAM C 0.03%
WTFC B 0.03%
HR D 0.03%
FLS A 0.03%
GNTX D 0.03%
CBSH D 0.03%
RHI D 0.03%
VNO B 0.03%
CROX C 0.03%
G A 0.03%
CART B 0.03%
VFC A 0.03%
DINO F 0.03%
ARW C 0.03%
STAG D 0.03%
BBWI F 0.03%
SEIC B 0.03%
PNFP B 0.03%
PR D 0.03%
HRB C 0.03%
SAIC A 0.03%
KEX C 0.03%
ELAN D 0.03%
WCC D 0.03%
FR D 0.03%
SSD B 0.03%
MIDD D 0.03%
ONTO B 0.03%
MNST D 0.03%
APG F 0.03%
ADC C 0.03%
LECO D 0.03%
HLI A 0.03%
CR A 0.03%
AGNC B 0.03%
MTZ A 0.03%
DTM A 0.03%
BERY C 0.03%
WBS D 0.03%
CMA C 0.03%
WEX C 0.03%
RL B 0.03%
JEF A 0.03%
ACI F 0.03%
WSM C 0.03%
AXTA C 0.03%
X F 0.03%
GMED B 0.03%
COLD D 0.03%
BRBR A 0.03%
BWA C 0.03%
VOYA A 0.03%
SKX B 0.03%
FCN C 0.03%
GWRE A 0.03%
KBR A 0.03%
BWXT A 0.03%
CHRD F 0.03%
ATI C 0.03%
FMC C 0.03%
OGE C 0.03%
FHN D 0.03%
ALLY F 0.03%
GME D 0.03%
ADP A 0.03%
AR C 0.03%
KNX D 0.03%
BRX C 0.03%
MHK C 0.03%
ECL C 0.03%
ALSN A 0.03%
LAMR C 0.03%
RBC C 0.03%
LAD C 0.03%
JLL C 0.03%
FYBR C 0.03%
MOS F 0.03%
CZR B 0.03%
ORI A 0.03%
IAC C 0.02%
AWI A 0.02%
GFS F 0.02%
MSM D 0.02%
HUN B 0.02%
BILL D 0.02%
RH C 0.02%
UHAL C 0.02%
AGO B 0.02%
LITE A 0.02%
AMP A 0.02%
DBX C 0.02%
SITE D 0.02%
M D 0.02%
GAP F 0.02%
PII D 0.02%
FLO D 0.02%
ASH F 0.02%
FRPT A 0.02%
SLGN B 0.02%
EEFT F 0.02%
BYD B 0.02%
OZK D 0.02%
DLB D 0.02%
CUZ C 0.02%
KRC C 0.02%
WTM C 0.02%
AN D 0.02%
HOG D 0.02%
AL D 0.02%
RYN C 0.02%
LINE F 0.02%
CPRI C 0.02%
SLM B 0.02%
AVT B 0.02%
FNB D 0.02%
OGN F 0.02%
JHG A 0.02%
DOCS A 0.02%
CCCS D 0.02%
WLK C 0.02%
W C 0.02%
HXL F 0.02%
KD D 0.02%
LNC B 0.02%
UGI C 0.02%
OMF D 0.02%
FOX B 0.02%
VNT F 0.02%
IDA D 0.02%
ST F 0.02%
COLB C 0.02%
XRAY D 0.02%
S C 0.02%
THG A 0.02%
PVH D 0.02%
TKR B 0.02%
SON D 0.02%
WH C 0.02%
MTDR D 0.02%
NFG A 0.02%
MDU C 0.02%
AMG B 0.02%
SIRI C 0.02%
OLN D 0.02%
H B 0.02%
RITM D 0.02%
THO C 0.02%
BEN F 0.02%
SRCL B 0.02%
BC C 0.02%
WHR C 0.02%
ALK C 0.02%
ACHC F 0.02%
VMI B 0.02%
SN A 0.02%
POST C 0.02%
DAR F 0.02%
OLLI C 0.02%
ESAB C 0.02%
GXO D 0.02%
MTSI B 0.02%
ESI C 0.02%
SNV D 0.02%
LEA F 0.02%
AGCO D 0.02%
AXS A 0.02%
BPOP D 0.02%
R C 0.02%
RLI A 0.02%
PARA F 0.02%
STWD C 0.02%
PB D 0.02%
WBA F 0.02%
HAS A 0.01%
SNDR D 0.01%
CERT F 0.01%
LYFT D 0.01%
TRIP D 0.01%
INFA D 0.01%
WEN B 0.01%
FTRE F 0.01%
UA B 0.01%
REYN D 0.01%
GO F 0.01%
TER C 0.01%
PPC C 0.01%
UAA B 0.01%
LEG D 0.01%
BIRK F 0.01%
LEN C 0.01%
VSTS D 0.01%
QS F 0.01%
AZEK D 0.01%
PINC F 0.01%
IPGP D 0.01%
ADT D 0.01%
GLOB D 0.01%
SAM D 0.01%
LPX C 0.01%
BROS F 0.01%
JWN D 0.01%
HAYW C 0.01%
BR B 0.01%
AAP F 0.01%
ENOV F 0.01%
KSS D 0.01%
MP C 0.01%
BOKF B 0.01%
EXP C 0.01%
CRI D 0.01%
QDEL D 0.01%
LLYVK B 0.01%
HHH C 0.01%
YETI C 0.01%
CNXC F 0.01%
WU D 0.01%
SHC C 0.01%
VIRT B 0.01%
CWEN C 0.01%
SPB C 0.01%
AGR C 0.01%
VAC D 0.01%
AZTA F 0.01%
BRKR D 0.01%
CLVT D 0.01%
CXT F 0.01%
ALGM F 0.01%
CC D 0.01%
BHF D 0.01%
MASI B 0.01%
RKT D 0.01%
PENN D 0.01%
COLM B 0.01%
LOPE D 0.01%
SEE C 0.01%
FHB D 0.01%
LCID F 0.01%
PK D 0.01%
ZG C 0.01%
PAG D 0.01%
AMED D 0.01%
NXST D 0.01%
ZI F 0.01%
TNL B 0.01%
NWS D 0.01%
NWL D 0.01%
AM A 0.01%
AMTM D 0.01%
PLNT B 0.01%
NSA D 0.01%
AMKR F 0.01%
NVST D 0.01%
SPR D 0.01%
VNOM A 0.01%
IRDM C 0.01%
MPW C 0.01%
PRGO F 0.01%
MAN D 0.01%
HIW C 0.01%
LBTYK C 0.01%
COTY F 0.01%
LBTYA C 0.01%
DNB D 0.01%
GTES C 0.01%
MSGS A 0.01%
CTAS C 0.01%
EPR C 0.01%
DXC C 0.01%
KMPR D 0.01%
SMG C 0.01%
TPG A 0.01%
NEU F 0.01%
CIVI F 0.01%
SEG F 0.0%
LOAR B 0.0%
PARAA D 0.0%
UWMC D 0.0%
NFE F 0.0%
UHAL C 0.0%
LAZ C 0.0%
DJT F 0.0%
GRAL F 0.0%
IONS F 0.0%
UI B 0.0%
PLTK C 0.0%
CHH A 0.0%
CACC F 0.0%
TFSL D 0.0%
TXG F 0.0%
SEB F 0.0%
CAR D 0.0%
PYCR D 0.0%
LLYVA B 0.0%
LSCC D 0.0%
AS B 0.0%
NCNO F 0.0%
FIVE D 0.0%
HCP A 0.0%
FWONA C 0.0%
MTN D 0.0%
DV F 0.0%
ALAB C 0.0%
CWEN C 0.0%
CNA D 0.0%
LBRDA C 0.0%
WOLF F 0.0%
DDS D 0.0%
EXEL B 0.0%
IWD Underweight 89 Positions Relative to SCHG
Symbol Grade Weight
AAPL C -12.44%
MSFT D -11.43%
NVDA B -10.72%
AMZN C -6.3%
META A -4.45%
GOOGL B -3.45%
AVGO B -2.89%
GOOG B -2.85%
TSLA C -2.6%
LLY D -2.49%
V B -1.65%
MA A -1.46%
COST C -1.41%
NFLX A -1.09%
ADBE F -0.82%
NOW B -0.65%
INTU F -0.62%
ISRG C -0.61%
UBER C -0.57%
LRCX D -0.39%
PANW B -0.39%
KLAC B -0.38%
ANET A -0.35%
CMG C -0.28%
SNPS F -0.28%
MCO D -0.27%
PLTR A -0.27%
CDNS D -0.27%
CRWD D -0.24%
ADSK B -0.21%
ABNB D -0.2%
WDAY D -0.19%
TTD A -0.18%
MPWR B -0.16%
IDXX D -0.15%
FLUT B -0.15%
SNOW F -0.14%
IT A -0.14%
DDOG B -0.13%
VRT B -0.13%
ODFL F -0.13%
TRGP A -0.12%
LULU D -0.12%
VEEV C -0.11%
DXCM F -0.1%
APP A -0.1%
HUBS D -0.1%
AXON A -0.1%
DECK B -0.09%
NET D -0.09%
HEI C -0.09%
TEAM D -0.09%
SMCI F -0.08%
CPAY A -0.08%
GDDY B -0.08%
RBLX D -0.08%
LII C -0.07%
DKNG C -0.07%
PINS D -0.07%
MDB D -0.07%
NTRA A -0.06%
ENPH F -0.06%
DT B -0.06%
ZS F -0.06%
PODD C -0.06%
TPL A -0.06%
LYV A -0.06%
LPLA D -0.06%
DOCU A -0.05%
FIX A -0.05%
POOL D -0.05%
CHDN C -0.04%
OWL A -0.04%
KNSL B -0.04%
SFM A -0.04%
TOST B -0.04%
NBIX F -0.04%
TXRH A -0.04%
SRPT F -0.04%
WING C -0.04%
INSM D -0.04%
PCTY C -0.03%
PEN D -0.03%
TREX D -0.03%
MEDP F -0.03%
MUSA D -0.03%
CELH F -0.02%
ESTC F -0.02%
PCOR D -0.02%
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