IWP vs. IYG ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to iShares U.S. Financial Services ETF (IYG)

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-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 Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$132.29

Average Daily Volume

1,027,078

Number of Holdings ^*

286

* may have additional holdings in another (foreign) market

IYG

iShares U.S. Financial Services ETF

IYG Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial 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. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$80.47

Average Daily Volume

47,442

Number of Holdings ^*

102

* may have additional holdings in another (foreign) market

Performance

Period	IWP	IYG
30 Days	9.53%	8.03%
60 Days	13.54%	13.09%
90 Days	15.76%	15.48%
12 Months	38.43%	49.38%

19 Overlapping Holdings

Symbol	Grade	Weight in IWP	Weight in IYG	Overlap
ALLY	C	0.04%	0.16%	0.04%
AMP	A	1.68%	0.89%	0.89%
ARES	A	1.0%	0.5%	0.5%
BPOP	C	0.02%	0.12%	0.02%
CACC	D	0.07%	0.05%	0.05%
COIN	C	1.65%	1.0%	1.0%
EQH	C	0.41%	0.24%	0.24%
FDS	B	0.21%	0.3%	0.21%
HLI	A	0.03%	0.16%	0.03%
JEF	A	0.12%	0.2%	0.12%
LAZ	B	0.18%	0.11%	0.11%
LPLA	A	0.76%	0.38%	0.38%
MORN	B	0.29%	0.15%	0.15%
MSCI	C	0.86%	0.75%	0.75%
OWL	A	0.37%	0.19%	0.19%
SOFI	B	0.07%	0.23%	0.07%
TPG	A	0.04%	0.09%	0.04%
TW	A	0.19%	0.24%	0.19%
UWMC	D	0.01%	0.01%	0.01%

IWP Overweight 267 Positions Relative to IYG

Symbol	Grade	Weight
PLTR	B	4.32%
APP	B	2.49%
TTD	B	1.7%
VST	A	1.6%
FICO	B	1.48%
GWW	B	1.45%
AXON	A	1.41%
VRT	B	1.41%
TRGP	A	1.4%
ODFL	C	1.38%
COR	B	1.3%
VRSK	A	1.3%
IT	C	1.29%
FAST	B	1.29%
DDOG	A	1.23%
IDXX	F	1.13%
HUBS	A	1.08%
VEEV	C	1.03%
HLT	A	1.02%
DXCM	C	0.99%
TSCO	D	0.97%
CPNG	D	0.93%
MPWR	F	0.88%
NET	B	0.88%
DECK	A	0.87%
HES	B	0.86%
ALNY	D	0.86%
RBLX	C	0.85%
GDDY	A	0.84%
TPL	A	0.83%
CPAY	A	0.81%
LNG	A	0.81%
BR	A	0.8%
SYY	D	0.76%
EXPE	B	0.75%
TYL	B	0.7%
CLX	A	0.68%
LYV	A	0.67%
LII	A	0.64%
SQ	A	0.64%
MDB	B	0.64%
RCL	A	0.62%
IRM	C	0.62%
BAH	F	0.62%
ZS	B	0.6%
TOST	B	0.59%
DKNG	B	0.59%
PODD	C	0.59%
BURL	B	0.56%
CAH	B	0.56%
XPO	B	0.55%
LVS	B	0.55%
HEI	A	0.55%
PINS	F	0.55%
PAYX	B	0.54%
NTRA	A	0.54%
MANH	D	0.54%
DOCU	B	0.52%
FIX	A	0.51%
DT	D	0.5%
SPG	A	0.49%
ULTA	F	0.49%
TER	F	0.48%
ENTG	D	0.48%
PWR	A	0.47%
YUM	D	0.47%
PTC	B	0.45%
WST	C	0.45%
ROL	B	0.45%
POOL	C	0.44%
URI	C	0.44%
TXRH	B	0.43%
WAT	C	0.42%
PSTG	D	0.42%
HEI	A	0.39%
CDW	F	0.39%
BRO	B	0.38%
NBIX	C	0.38%
DUOL	A	0.37%
NCLH	B	0.37%
VLTO	C	0.37%
CAVA	B	0.35%
ROST	D	0.35%
MOH	F	0.35%
NTAP	C	0.35%
DRI	B	0.34%
KNSL	B	0.33%
CHDN	B	0.32%
MUSA	B	0.32%
ALGN	D	0.32%
WSM	C	0.32%
SRPT	F	0.31%
VMC	B	0.31%
TPX	B	0.3%
CVNA	B	0.3%
AAON	B	0.3%
EME	A	0.3%
SMCI	F	0.3%
WING	D	0.3%
RMD	C	0.3%
PEN	B	0.29%
ITCI	C	0.28%
PCTY	C	0.28%
HPQ	B	0.28%
EXEL	B	0.27%
LNW	F	0.27%
NRG	B	0.26%
ENPH	F	0.26%
MEDP	D	0.26%
SAIA	B	0.26%
ALL	A	0.26%
DVA	C	0.26%
HAS	D	0.25%
EXP	B	0.25%
RYAN	A	0.24%
PCOR	B	0.24%
TREX	C	0.24%
SMAR	B	0.24%
ESTC	C	0.23%
PAYC	B	0.23%
GTLB	B	0.23%
GWRE	A	0.23%
CFLT	B	0.22%
GLOB	B	0.21%
ELF	C	0.21%
BSY	F	0.21%
AVY	F	0.2%
FWONK	A	0.2%
EFX	F	0.2%
LSCC	D	0.19%
WFRD	D	0.19%
FOUR	A	0.19%
VVV	D	0.18%
MTN	C	0.18%
INSP	D	0.17%
MKL	A	0.17%
VKTX	F	0.17%
APPF	B	0.17%
DPZ	C	0.17%
OKTA	C	0.17%
GNRC	C	0.17%
CNM	D	0.17%
NTNX	B	0.16%
IONS	F	0.16%
LPX	B	0.16%
PLNT	A	0.15%
LYFT	C	0.15%
CELH	F	0.15%
AZEK	A	0.15%
PATH	C	0.15%
ZBRA	B	0.14%
AJG	A	0.14%
JLL	D	0.13%
OLED	F	0.13%
PEGA	B	0.13%
RPM	A	0.13%
IQV	F	0.13%
FND	D	0.13%
RARE	F	0.13%
BRKR	D	0.12%
EXAS	D	0.12%
MASI	B	0.12%
HCP	B	0.12%
FIVE	F	0.12%
ETSY	D	0.12%
TWLO	A	0.11%
MSTR	B	0.11%
HSY	F	0.11%
CHH	A	0.11%
GEHC	D	0.11%
WMS	F	0.11%
LW	C	0.11%
RNG	C	0.1%
ROK	C	0.1%
LECO	C	0.1%
EG	C	0.09%
UHAL	D	0.09%
FERG	B	0.09%
APLS	F	0.09%
CSL	C	0.09%
HWM	A	0.09%
LAMR	C	0.09%
EXPD	C	0.09%
FIVN	C	0.09%
TDC	D	0.09%
U	C	0.08%
SITE	F	0.08%
BWXT	B	0.08%
TTEK	F	0.08%
LBRDK	C	0.08%
CASY	A	0.08%
ONTO	F	0.07%
MLM	C	0.07%
BROS	A	0.07%
NCNO	C	0.07%
CE	F	0.07%
PR	B	0.07%
BILL	A	0.07%
FRPT	A	0.07%
AWI	A	0.07%
CLF	F	0.06%
PFGC	B	0.06%
WSC	F	0.06%
BLDR	D	0.06%
AM	A	0.06%
DBX	B	0.06%
NXST	C	0.06%
CIVI	D	0.05%
VNOM	A	0.05%
LOPE	C	0.05%
WEN	D	0.05%
DV	C	0.05%
EQT	B	0.05%
HRB	D	0.05%
S	B	0.04%
JBL	C	0.04%
DAY	B	0.04%
TKO	A	0.04%
ROKU	D	0.04%
SN	D	0.04%
LOAR	B	0.03%
EPAM	B	0.03%
CHE	D	0.03%
KMX	B	0.03%
BLD	D	0.03%
BFAM	D	0.03%
RH	C	0.03%
TXG	F	0.03%
H	B	0.03%
YETI	D	0.03%
VRSN	C	0.03%
RGEN	D	0.03%
DKS	D	0.03%
DJT	C	0.03%
CROX	D	0.03%
TRU	D	0.03%
SPR	D	0.02%
MTDR	B	0.02%
SAM	C	0.02%
UI	B	0.02%
FWONA	A	0.02%
WH	B	0.02%
CAR	C	0.02%
KBR	F	0.02%
AAL	B	0.02%
WYNN	C	0.02%
SKX	D	0.02%
WEX	D	0.02%
INCY	C	0.02%
SSD	F	0.02%
FTRE	D	0.01%
PPC	C	0.01%
CC	C	0.01%
UHAL	D	0.01%
SEE	C	0.01%
NFE	D	0.01%
IRDM	D	0.01%
MSGS	A	0.01%
LBRDA	C	0.01%
CGNX	D	0.01%
MKSI	C	0.01%
WU	F	0.01%
RLI	A	0.01%
DOCS	C	0.01%
ALAB	B	0.0%
TRIP	F	0.0%
PYCR	B	0.0%

IWP Underweight 83 Positions Relative to IYG

Symbol	Grade	Weight
BRK.A	B	-13.92%
JPM	A	-11.28%
V	A	-8.36%
MA	B	-6.96%
BAC	A	-5.1%
WFC	A	-4.09%
GS	A	-3.03%
MS	A	-2.7%
AXP	A	-2.6%
SPGI	C	-2.6%
BLK	B	-2.36%
C	A	-2.12%
BX	A	-2.11%
SCHW	B	-1.95%
KKR	A	-1.63%
ICE	C	-1.44%
PNC	B	-1.34%
CME	B	-1.31%
USB	A	-1.26%
MCO	B	-1.2%
APO	B	-1.19%
COF	C	-1.14%
TFC	A	-1.01%
BK	A	-0.93%
DFS	B	-0.72%
MTB	A	-0.58%
NDAQ	A	-0.53%
FITB	B	-0.52%
RJF	A	-0.48%
STT	B	-0.46%
TROW	B	-0.43%
FCNCA	A	-0.43%
HBAN	A	-0.42%
SYF	B	-0.42%
RF	A	-0.39%
HOOD	B	-0.37%
NTRS	A	-0.35%
CBOE	C	-0.34%
CFG	B	-0.34%
IBKR	A	-0.32%
KEY	B	-0.29%
EWBC	A	-0.24%
SF	B	-0.19%
FHN	A	-0.18%
WBS	A	-0.17%
CG	B	-0.17%
EVR	B	-0.17%
WAL	B	-0.16%
MKTX	D	-0.16%
CMA	B	-0.15%
PNFP	B	-0.15%
CBSH	B	-0.14%
WTFC	A	-0.14%
ZION	B	-0.14%
CFR	B	-0.14%
HLNE	B	-0.13%
SEIC	B	-0.13%
PB	B	-0.13%
IVZ	B	-0.13%
VOYA	B	-0.13%
SSB	B	-0.13%
SNV	C	-0.13%
MTG	C	-0.11%
BEN	C	-0.11%
OMF	A	-0.11%
JHG	B	-0.1%
ESNT	F	-0.1%
FNB	A	-0.1%
GBCI	B	-0.1%
FFIN	B	-0.09%
RDN	D	-0.09%
UMBF	B	-0.09%
SLM	A	-0.09%
UBSI	B	-0.09%
HOMB	A	-0.09%
AMG	B	-0.09%
VLY	B	-0.08%
OZK	B	-0.08%
FCFS	F	-0.07%
VIRT	A	-0.05%
BOKF	B	-0.04%
RKT	F	-0.03%
TFSL	A	-0.01%