IWS vs. HELO ETF Comparison
Comparison of iShares Russell Mid-cap Value ETF (IWS) to JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
IWS
iShares Russell Mid-cap Value ETF
IWS Description
The investment seeks to track the investment results of an index composed of 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 Midcap Value Index (the "underlying index"), which measures the performance of the mid-capitalization value sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$130.48
Average Daily Volume
271,706
Number of Holdings
*
706
* may have additional holdings in another (foreign) market
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
HELO Description
The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.Grade (RS Rating)
Last Trade
$61.11
Average Daily Volume
248,744
Number of Holdings
*
165
* may have additional holdings in another (foreign) market
Performance
| Period | IWS | HELO |
|---|---|---|
| 30 Days | -0.74% | 0.54% |
| 60 Days | 0.50% | 1.63% |
| 90 Days | 5.80% | 5.67% |
| 12 Months | 32.89% | 23.56% |
52 Overlapping Holdings
| Symbol | Grade | Weight in IWS | Weight in HELO | Overlap | |
|---|---|---|---|---|---|
| AME | A | 0.43% | 0.06% | 0.06% | |
| AMP | B | 0.05% | 0.19% | 0.05% | |
| APTV | F | 0.21% | 0.13% | 0.13% | |
| BAX | F | 0.21% | 0.07% | 0.07% | |
| BBY | D | 0.23% | 0.21% | 0.21% | |
| BIIB | F | 0.3% | 0.13% | 0.13% | |
| BKR | A | 0.41% | 0.21% | 0.21% | |
| BMRN | F | 0.15% | 0.03% | 0.03% | |
| CHD | D | 0.28% | 0.2% | 0.2% | |
| CHTR | D | 0.35% | 0.21% | 0.21% | |
| CMS | C | 0.24% | 0.24% | 0.24% | |
| CTSH | D | 0.42% | 0.47% | 0.42% | |
| DAL | A | 0.39% | 0.2% | 0.2% | |
| DLR | A | 0.6% | 0.37% | 0.37% | |
| DOW | F | 0.4% | 0.41% | 0.4% | |
| ELS | C | 0.14% | 0.19% | 0.14% | |
| EQT | B | 0.23% | 0.05% | 0.05% | |
| ETR | A | 0.33% | 0.06% | 0.06% | |
| FANG | F | 0.38% | 0.35% | 0.35% | |
| FICO | B | 0.08% | 0.1% | 0.08% | |
| FIS | A | 0.57% | 0.54% | 0.54% | |
| FITB | B | 0.34% | 0.45% | 0.34% | |
| HLT | B | 0.32% | 0.33% | 0.32% | |
| HPE | B | 0.28% | 0.18% | 0.18% | |
| HUM | F | 0.35% | 0.15% | 0.15% | |
| HWM | B | 0.43% | 0.57% | 0.43% | |
| IR | B | 0.43% | 0.17% | 0.17% | |
| KVUE | A | 0.49% | 0.23% | 0.23% | |
| LDOS | A | 0.25% | 0.39% | 0.25% | |
| LEN | D | 0.02% | 0.14% | 0.02% | |
| LEN | D | 0.47% | 0.14% | 0.14% | |
| LKQ | F | 0.11% | 0.02% | 0.02% | |
| LYB | F | 0.26% | 0.25% | 0.25% | |
| MAS | C | 0.2% | 0.24% | 0.2% | |
| MLM | A | 0.37% | 0.13% | 0.13% | |
| NRG | A | 0.12% | 0.04% | 0.04% | |
| NUE | F | 0.38% | 0.1% | 0.1% | |
| OTIS | C | 0.46% | 0.52% | 0.46% | |
| PCG | B | 0.49% | 0.37% | 0.37% | |
| PFG | C | 0.23% | 0.14% | 0.14% | |
| PPG | F | 0.33% | 0.21% | 0.21% | |
| RCL | A | 0.35% | 0.41% | 0.35% | |
| ROST | F | 0.41% | 0.39% | 0.39% | |
| SBAC | C | 0.29% | 0.35% | 0.29% | |
| SIRI | C | 0.07% | 0.07% | 0.07% | |
| SQ | B | 0.26% | 0.08% | 0.08% | |
| TOL | C | 0.17% | 0.02% | 0.02% | |
| TXT | F | 0.17% | 0.3% | 0.17% | |
| URI | B | 0.46% | 0.18% | 0.18% | |
| VTR | A | 0.3% | 0.41% | 0.3% | |
| WDC | D | 0.24% | 0.2% | 0.2% | |
| YUM | D | 0.26% | 0.5% | 0.26% |
IWS Overweight 654 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | 0.72% | |
| AFL | C | 0.7% | |
| AJG | D | 0.65% | |
| OKE | A | 0.64% | |
| BK | B | 0.63% | |
| O | C | 0.62% | |
| DHI | D | 0.61% | |
| CCI | D | 0.54% | |
| KMI | A | 0.54% | |
| LHX | A | 0.52% | |
| CMI | B | 0.51% | |
| PRU | B | 0.5% | |
| PEG | B | 0.5% | |
| CTVA | A | 0.48% | |
| ALL | C | 0.48% | |
| SPG | B | 0.47% | |
| EXC | C | 0.46% | |
| CBRE | A | 0.46% | |
| MCHP | F | 0.45% | |
| A | F | 0.43% | |
| GIS | D | 0.43% | |
| ACGL | D | 0.43% | |
| EA | A | 0.43% | |
| FERG | D | 0.42% | |
| KR | B | 0.42% | |
| XEL | A | 0.41% | |
| ED | C | 0.41% | |
| GEHC | D | 0.4% | |
| DFS | B | 0.4% | |
| GLW | A | 0.4% | |
| MSTR | A | 0.39% | |
| HIG | C | 0.39% | |
| EXR | D | 0.39% | |
| DD | D | 0.39% | |
| IQV | F | 0.38% | |
| VICI | D | 0.38% | |
| WAB | A | 0.37% | |
| EBAY | D | 0.36% | |
| MTB | B | 0.36% | |
| CNC | F | 0.36% | |
| EIX | D | 0.36% | |
| AVB | C | 0.36% | |
| NDAQ | B | 0.35% | |
| PWR | B | 0.35% | |
| WEC | B | 0.35% | |
| XYL | F | 0.35% | |
| ON | D | 0.34% | |
| PAYX | B | 0.33% | |
| WTW | A | 0.33% | |
| CSGP | F | 0.33% | |
| EQR | D | 0.32% | |
| MTD | F | 0.31% | |
| STT | A | 0.31% | |
| TTWO | A | 0.31% | |
| RJF | A | 0.31% | |
| ROK | C | 0.31% | |
| ANSS | C | 0.31% | |
| PHM | D | 0.31% | |
| EFX | D | 0.3% | |
| KEYS | C | 0.3% | |
| DTE | C | 0.3% | |
| ADM | F | 0.3% | |
| HPQ | C | 0.3% | |
| NVR | D | 0.3% | |
| AWK | D | 0.3% | |
| IFF | D | 0.29% | |
| FTV | F | 0.29% | |
| DVN | F | 0.28% | |
| GRMN | B | 0.28% | |
| VMC | A | 0.28% | |
| RMD | B | 0.28% | |
| DOV | B | 0.28% | |
| GPN | D | 0.28% | |
| FE | D | 0.28% | |
| SW | C | 0.27% | |
| HUBB | B | 0.27% | |
| PPL | A | 0.27% | |
| UAL | A | 0.27% | |
| HAL | F | 0.27% | |
| TROW | C | 0.27% | |
| HSY | F | 0.26% | |
| WY | F | 0.26% | |
| ES | D | 0.26% | |
| AEE | B | 0.26% | |
| STE | D | 0.25% | |
| HBAN | A | 0.25% | |
| FCNCA | C | 0.25% | |
| ILMN | B | 0.25% | |
| CBOE | A | 0.25% | |
| INVH | F | 0.24% | |
| CINF | B | 0.24% | |
| K | A | 0.24% | |
| ZBH | D | 0.24% | |
| ATO | B | 0.24% | |
| SYF | B | 0.24% | |
| RF | A | 0.24% | |
| TDY | B | 0.24% | |
| ARE | F | 0.23% | |
| PKG | A | 0.23% | |
| NTRS | A | 0.23% | |
| CCL | A | 0.23% | |
| FSLR | F | 0.23% | |
| COO | D | 0.23% | |
| LNG | A | 0.23% | |
| ESS | D | 0.22% | |
| LH | A | 0.22% | |
| STLD | B | 0.22% | |
| EXE | B | 0.22% | |
| OMC | B | 0.22% | |
| TRU | C | 0.22% | |
| BLDR | F | 0.22% | |
| MKC | D | 0.22% | |
| BALL | F | 0.22% | |
| HOLX | C | 0.21% | |
| CNP | B | 0.21% | |
| CFG | A | 0.21% | |
| MSCI | C | 0.21% | |
| ZM | A | 0.21% | |
| DGX | A | 0.2% | |
| J | D | 0.2% | |
| CTRA | B | 0.2% | |
| DG | F | 0.2% | |
| HOOD | B | 0.2% | |
| MAA | D | 0.2% | |
| CSL | C | 0.2% | |
| WBD | C | 0.2% | |
| TSN | D | 0.19% | |
| RS | C | 0.19% | |
| SNA | A | 0.19% | |
| IP | A | 0.19% | |
| SUI | D | 0.19% | |
| LUV | A | 0.19% | |
| WRB | C | 0.19% | |
| IBKR | A | 0.18% | |
| IRM | B | 0.18% | |
| KIM | B | 0.18% | |
| AVTR | F | 0.18% | |
| GPC | F | 0.18% | |
| NI | A | 0.18% | |
| OC | B | 0.18% | |
| SWK | D | 0.18% | |
| LNT | B | 0.18% | |
| FNF | B | 0.18% | |
| KEY | B | 0.18% | |
| AMCR | B | 0.18% | |
| SSNC | D | 0.18% | |
| DOC | B | 0.18% | |
| PNR | A | 0.18% | |
| WSO | D | 0.18% | |
| TRMB | B | 0.17% | |
| CF | D | 0.17% | |
| SWKS | F | 0.17% | |
| UTHR | A | 0.17% | |
| IEX | A | 0.17% | |
| MKL | C | 0.17% | |
| AKAM | C | 0.17% | |
| USFD | A | 0.16% | |
| RGA | D | 0.16% | |
| CAG | D | 0.16% | |
| EG | F | 0.16% | |
| RNR | C | 0.16% | |
| SYY | D | 0.16% | |
| EXPD | D | 0.16% | |
| CVNA | A | 0.16% | |
| BRO | B | 0.16% | |
| NDSN | D | 0.16% | |
| ACM | A | 0.16% | |
| RVTY | C | 0.16% | |
| THC | C | 0.16% | |
| VLTO | D | 0.16% | |
| JBHT | A | 0.16% | |
| L | C | 0.16% | |
| UDR | D | 0.16% | |
| ZBRA | A | 0.16% | |
| VRSN | F | 0.16% | |
| GEN | A | 0.16% | |
| CDW | F | 0.16% | |
| MRO | B | 0.16% | |
| UHS | D | 0.15% | |
| AMH | F | 0.15% | |
| CLH | C | 0.15% | |
| CW | B | 0.15% | |
| REG | C | 0.15% | |
| GLPI | D | 0.15% | |
| EWBC | A | 0.15% | |
| JKHY | B | 0.15% | |
| DLTR | F | 0.15% | |
| VTRS | C | 0.15% | |
| NTAP | D | 0.15% | |
| HES | D | 0.15% | |
| EVRG | C | 0.15% | |
| BXP | B | 0.15% | |
| GGG | F | 0.15% | |
| SJM | F | 0.14% | |
| NVT | A | 0.14% | |
| CACI | A | 0.14% | |
| HST | D | 0.14% | |
| CHRW | C | 0.14% | |
| CPT | D | 0.14% | |
| EMN | C | 0.14% | |
| FFIV | A | 0.14% | |
| EME | A | 0.14% | |
| ALLE | C | 0.14% | |
| WPC | F | 0.14% | |
| JBL | B | 0.14% | |
| BG | F | 0.14% | |
| JNPR | A | 0.14% | |
| COHR | B | 0.14% | |
| RPM | B | 0.14% | |
| FDS | B | 0.13% | |
| IPG | F | 0.13% | |
| BJ | B | 0.13% | |
| ITT | C | 0.13% | |
| UNM | A | 0.13% | |
| CASY | A | 0.13% | |
| AES | F | 0.13% | |
| OHI | A | 0.12% | |
| SF | A | 0.12% | |
| DKS | F | 0.12% | |
| AA | B | 0.12% | |
| OVV | F | 0.12% | |
| FWONK | B | 0.12% | |
| TECH | B | 0.12% | |
| CE | F | 0.12% | |
| KMX | F | 0.12% | |
| SCI | A | 0.12% | |
| RPRX | F | 0.12% | |
| MKTX | A | 0.12% | |
| PFGC | B | 0.12% | |
| CTLT | D | 0.12% | |
| NTNX | B | 0.12% | |
| BLD | F | 0.12% | |
| FBIN | C | 0.12% | |
| CUBE | D | 0.12% | |
| CG | B | 0.12% | |
| ATR | A | 0.12% | |
| CAH | D | 0.12% | |
| FTI | B | 0.12% | |
| TFX | F | 0.12% | |
| RRX | B | 0.12% | |
| ALB | C | 0.12% | |
| CCK | B | 0.12% | |
| TW | B | 0.11% | |
| MGM | D | 0.11% | |
| DPZ | D | 0.11% | |
| QRVO | F | 0.11% | |
| EVR | B | 0.11% | |
| SOFI | A | 0.11% | |
| CIEN | B | 0.11% | |
| Z | D | 0.11% | |
| WST | B | 0.11% | |
| AFG | D | 0.11% | |
| FOXA | A | 0.11% | |
| FHN | A | 0.11% | |
| MTCH | C | 0.11% | |
| REXR | F | 0.11% | |
| PRI | B | 0.11% | |
| CNH | A | 0.11% | |
| WWD | D | 0.11% | |
| GL | C | 0.11% | |
| AFRM | A | 0.11% | |
| TWLO | A | 0.11% | |
| INCY | A | 0.11% | |
| TAP | D | 0.11% | |
| NLY | D | 0.11% | |
| NWSA | B | 0.11% | |
| EPAM | F | 0.11% | |
| RGLD | B | 0.11% | |
| WTRG | C | 0.11% | |
| ARMK | B | 0.11% | |
| HII | F | 0.11% | |
| TTEK | B | 0.11% | |
| AIZ | D | 0.11% | |
| SOLV | B | 0.11% | |
| PNW | D | 0.11% | |
| TPR | A | 0.11% | |
| AVY | D | 0.11% | |
| DOX | B | 0.11% | |
| DTM | A | 0.1% | |
| BRBR | A | 0.1% | |
| PTC | A | 0.1% | |
| TTC | F | 0.1% | |
| MOS | B | 0.1% | |
| RIVN | F | 0.1% | |
| EGP | D | 0.1% | |
| ORI | C | 0.1% | |
| NNN | D | 0.1% | |
| ALSN | A | 0.1% | |
| NYT | A | 0.1% | |
| DAY | A | 0.1% | |
| WBS | B | 0.1% | |
| X | C | 0.1% | |
| LAMR | B | 0.1% | |
| FYBR | B | 0.1% | |
| APA | F | 0.1% | |
| GPK | C | 0.1% | |
| BWXT | B | 0.1% | |
| INGR | C | 0.1% | |
| WAL | D | 0.1% | |
| JLL | A | 0.1% | |
| DCI | B | 0.1% | |
| CPB | D | 0.1% | |
| SNX | C | 0.1% | |
| HRL | F | 0.1% | |
| HSIC | D | 0.1% | |
| LAD | A | 0.1% | |
| AYI | B | 0.1% | |
| DRI | C | 0.1% | |
| WYNN | B | 0.1% | |
| AOS | F | 0.1% | |
| CRL | F | 0.1% | |
| FRT | D | 0.1% | |
| CZR | C | 0.1% | |
| EHC | A | 0.1% | |
| LW | B | 0.09% | |
| BWA | C | 0.09% | |
| CART | A | 0.09% | |
| COKE | D | 0.09% | |
| ATI | F | 0.09% | |
| LECO | C | 0.09% | |
| FMC | B | 0.09% | |
| VNO | B | 0.09% | |
| EXAS | B | 0.09% | |
| MTZ | B | 0.09% | |
| GME | C | 0.09% | |
| WCC | A | 0.09% | |
| PNFP | A | 0.09% | |
| AXTA | A | 0.09% | |
| AAL | A | 0.09% | |
| APG | C | 0.09% | |
| ACI | F | 0.09% | |
| BERY | A | 0.09% | |
| TKO | D | 0.09% | |
| CHRD | F | 0.09% | |
| RL | B | 0.09% | |
| MHK | D | 0.09% | |
| AR | F | 0.09% | |
| HLI | A | 0.09% | |
| ROKU | D | 0.09% | |
| CHE | F | 0.09% | |
| JEF | B | 0.09% | |
| OGE | C | 0.09% | |
| KNX | C | 0.09% | |
| RBC | D | 0.09% | |
| KBR | B | 0.09% | |
| ALLY | D | 0.09% | |
| VOYA | B | 0.09% | |
| GMED | B | 0.09% | |
| BRX | C | 0.09% | |
| GWRE | B | 0.09% | |
| CMA | A | 0.09% | |
| HRB | D | 0.08% | |
| WEX | F | 0.08% | |
| ALGN | F | 0.08% | |
| JAZZ | D | 0.08% | |
| G | D | 0.08% | |
| BBWI | F | 0.08% | |
| DINO | F | 0.08% | |
| LBRDK | A | 0.08% | |
| FAST | A | 0.08% | |
| OSK | D | 0.08% | |
| STAG | D | 0.08% | |
| HR | C | 0.08% | |
| GNTX | C | 0.08% | |
| FLS | B | 0.08% | |
| MOH | D | 0.08% | |
| RHI | B | 0.08% | |
| FND | F | 0.08% | |
| SSD | F | 0.08% | |
| SNV | A | 0.08% | |
| FCN | F | 0.08% | |
| ARW | D | 0.08% | |
| WSM | F | 0.08% | |
| KEX | C | 0.08% | |
| FR | D | 0.08% | |
| GXO | B | 0.08% | |
| PR | F | 0.08% | |
| CBSH | A | 0.08% | |
| MIDD | D | 0.08% | |
| AGNC | D | 0.08% | |
| WTFC | A | 0.08% | |
| SAIC | B | 0.08% | |
| CR | A | 0.08% | |
| SEIC | A | 0.08% | |
| ONTO | C | 0.08% | |
| SKX | F | 0.08% | |
| ADC | C | 0.08% | |
| RRC | D | 0.08% | |
| CFR | A | 0.08% | |
| COLD | F | 0.08% | |
| ZION | A | 0.08% | |
| WAT | D | 0.08% | |
| WHR | B | 0.07% | |
| MDU | B | 0.07% | |
| VFC | A | 0.07% | |
| COLB | A | 0.07% | |
| R | A | 0.07% | |
| AMG | A | 0.07% | |
| DAR | B | 0.07% | |
| S | B | 0.07% | |
| ESI | A | 0.07% | |
| NOV | F | 0.07% | |
| ELAN | D | 0.07% | |
| PARA | C | 0.07% | |
| MSA | F | 0.07% | |
| GWW | A | 0.07% | |
| AGCO | C | 0.07% | |
| RLI | B | 0.07% | |
| LFUS | D | 0.07% | |
| MKSI | F | 0.07% | |
| STWD | C | 0.07% | |
| ESAB | A | 0.07% | |
| MAT | A | 0.07% | |
| AXS | C | 0.07% | |
| CGNX | B | 0.07% | |
| BIO | A | 0.07% | |
| LSTR | D | 0.07% | |
| WH | A | 0.07% | |
| AZPN | B | 0.07% | |
| VMI | B | 0.07% | |
| CROX | F | 0.07% | |
| OKTA | F | 0.07% | |
| BFAM | C | 0.07% | |
| IVZ | B | 0.07% | |
| FAF | D | 0.07% | |
| RGEN | F | 0.07% | |
| CRUS | F | 0.07% | |
| MTSI | B | 0.07% | |
| PB | A | 0.07% | |
| MTG | C | 0.07% | |
| WMS | F | 0.07% | |
| COIN | D | 0.07% | |
| WBA | C | 0.07% | |
| XRAY | F | 0.06% | |
| GNRC | B | 0.06% | |
| ROIV | D | 0.06% | |
| CCCS | D | 0.06% | |
| FOX | A | 0.06% | |
| JHG | A | 0.06% | |
| HXL | F | 0.06% | |
| FNB | A | 0.06% | |
| PVH | C | 0.06% | |
| SON | F | 0.06% | |
| ST | F | 0.06% | |
| UGI | C | 0.06% | |
| OMF | A | 0.06% | |
| OLN | F | 0.06% | |
| IDA | A | 0.06% | |
| VNT | B | 0.06% | |
| THO | D | 0.06% | |
| THG | B | 0.06% | |
| RITM | D | 0.06% | |
| BC | D | 0.06% | |
| TKR | D | 0.06% | |
| LNC | A | 0.06% | |
| KD | D | 0.06% | |
| LEA | F | 0.06% | |
| POST | D | 0.06% | |
| OLLI | C | 0.06% | |
| SRCL | A | 0.06% | |
| NFG | B | 0.06% | |
| BPOP | F | 0.06% | |
| H | D | 0.06% | |
| MTDR | D | 0.06% | |
| SN | C | 0.06% | |
| ALK | A | 0.06% | |
| BEN | B | 0.06% | |
| AWI | A | 0.05% | |
| ALNY | C | 0.05% | |
| AN | F | 0.05% | |
| CLF | C | 0.05% | |
| FLO | F | 0.05% | |
| ASH | F | 0.05% | |
| SLGN | A | 0.05% | |
| M | C | 0.05% | |
| BILL | A | 0.05% | |
| DLB | C | 0.05% | |
| FRPT | D | 0.05% | |
| W | F | 0.05% | |
| GAP | D | 0.05% | |
| DBX | B | 0.05% | |
| TPG | A | 0.05% | |
| LITE | B | 0.05% | |
| BYD | A | 0.05% | |
| EEFT | F | 0.05% | |
| AGO | B | 0.05% | |
| OGN | D | 0.05% | |
| WLK | F | 0.05% | |
| SAIA | A | 0.05% | |
| WTM | B | 0.05% | |
| ACHC | F | 0.05% | |
| AL | C | 0.05% | |
| OLED | D | 0.05% | |
| DOCS | B | 0.05% | |
| RYN | C | 0.05% | |
| CPRI | F | 0.05% | |
| CUZ | B | 0.05% | |
| OZK | B | 0.05% | |
| PSN | A | 0.05% | |
| LINE | F | 0.05% | |
| SLM | B | 0.05% | |
| AVT | B | 0.05% | |
| WSC | F | 0.05% | |
| KRC | B | 0.05% | |
| PLNT | D | 0.04% | |
| NWS | A | 0.04% | |
| TNL | A | 0.04% | |
| SPR | D | 0.04% | |
| ZI | C | 0.04% | |
| NXST | A | 0.04% | |
| NVST | A | 0.04% | |
| AMKR | F | 0.04% | |
| DNB | B | 0.04% | |
| PRGO | D | 0.04% | |
| U | C | 0.04% | |
| LBTYK | C | 0.04% | |
| LBTYA | C | 0.04% | |
| EPR | D | 0.04% | |
| MSM | F | 0.04% | |
| DXC | F | 0.04% | |
| PII | F | 0.04% | |
| CIVI | F | 0.04% | |
| NEU | F | 0.04% | |
| SMG | B | 0.04% | |
| HIW | B | 0.04% | |
| HUN | D | 0.04% | |
| AMTM | B | 0.04% | |
| MSGS | A | 0.04% | |
| UHAL | B | 0.04% | |
| VNOM | A | 0.04% | |
| GTES | A | 0.04% | |
| IAC | F | 0.04% | |
| GFS | F | 0.04% | |
| HOG | F | 0.04% | |
| KMPR | B | 0.04% | |
| TYL | A | 0.04% | |
| RH | B | 0.04% | |
| SITE | F | 0.04% | |
| BR | C | 0.03% | |
| QS | F | 0.03% | |
| JWN | B | 0.03% | |
| GLOB | B | 0.03% | |
| CRI | F | 0.03% | |
| SHC | C | 0.03% | |
| RKT | D | 0.03% | |
| EXP | B | 0.03% | |
| BROS | C | 0.03% | |
| ULTA | F | 0.03% | |
| BRKR | F | 0.03% | |
| ADT | B | 0.03% | |
| MP | B | 0.03% | |
| HHH | B | 0.03% | |
| SPB | D | 0.03% | |
| LCID | F | 0.03% | |
| BOKF | B | 0.03% | |
| VIRT | C | 0.03% | |
| COLM | C | 0.03% | |
| CC | F | 0.03% | |
| AGR | C | 0.03% | |
| CLVT | D | 0.03% | |
| LOPE | D | 0.03% | |
| ALGM | F | 0.03% | |
| VAC | C | 0.03% | |
| ZG | D | 0.03% | |
| LLYVK | A | 0.03% | |
| CXT | F | 0.03% | |
| WU | F | 0.03% | |
| SEE | B | 0.03% | |
| MASI | A | 0.03% | |
| PK | F | 0.03% | |
| PAG | F | 0.03% | |
| COTY | F | 0.03% | |
| MPW | D | 0.03% | |
| PENN | A | 0.03% | |
| MAN | F | 0.03% | |
| NWL | A | 0.03% | |
| NSA | D | 0.03% | |
| CNM | D | 0.03% | |
| BHF | B | 0.03% | |
| FHB | A | 0.03% | |
| IRDM | B | 0.03% | |
| PAYC | A | 0.03% | |
| AM | C | 0.03% | |
| AMED | D | 0.03% | |
| EXEL | A | 0.02% | |
| FTRE | F | 0.02% | |
| ALAB | B | 0.02% | |
| TER | F | 0.02% | |
| UA | B | 0.02% | |
| TRIP | C | 0.02% | |
| LYFT | C | 0.02% | |
| LEG | F | 0.02% | |
| UAA | B | 0.02% | |
| GO | F | 0.02% | |
| REYN | F | 0.02% | |
| WEN | B | 0.02% | |
| INFA | B | 0.02% | |
| PPC | A | 0.02% | |
| AZEK | C | 0.02% | |
| WOLF | D | 0.02% | |
| VSTS | F | 0.02% | |
| BIRK | F | 0.02% | |
| ETSY | D | 0.02% | |
| LPX | D | 0.02% | |
| QDEL | F | 0.02% | |
| PINC | A | 0.02% | |
| IPGP | B | 0.02% | |
| PSTG | D | 0.02% | |
| KSS | F | 0.02% | |
| SAM | C | 0.02% | |
| ENOV | D | 0.02% | |
| AZTA | F | 0.02% | |
| HAYW | A | 0.02% | |
| CNXC | F | 0.02% | |
| CWEN | B | 0.02% | |
| AAP | F | 0.02% | |
| YETI | F | 0.02% | |
| RCM | A | 0.02% | |
| IONS | F | 0.01% | |
| PLTK | A | 0.01% | |
| TXG | F | 0.01% | |
| CHH | A | 0.01% | |
| UI | A | 0.01% | |
| TFSL | D | 0.01% | |
| CACC | F | 0.01% | |
| DJT | B | 0.01% | |
| PATH | D | 0.01% | |
| SEB | F | 0.01% | |
| CWEN | B | 0.01% | |
| CAR | C | 0.01% | |
| PYCR | B | 0.01% | |
| LSCC | C | 0.01% | |
| LBRDA | A | 0.01% | |
| MTN | F | 0.01% | |
| FIVE | C | 0.01% | |
| HCP | A | 0.01% | |
| AS | B | 0.01% | |
| DV | F | 0.01% | |
| CNA | D | 0.01% | |
| LLYVA | A | 0.01% | |
| FWONA | A | 0.01% | |
| HAS | D | 0.01% | |
| DDS | C | 0.01% | |
| CERT | F | 0.01% | |
| NCNO | B | 0.01% | |
| SNDR | A | 0.01% | |
| LOAR | A | 0.0% | |
| PARAA | C | 0.0% | |
| SEG | C | 0.0% | |
| UWMC | F | 0.0% | |
| NFE | F | 0.0% | |
| UHAL | B | 0.0% | |
| GRAL | F | 0.0% | |
| LAZ | A | 0.0% |
IWS Underweight 114 Positions Relative to HELO
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -7.6% | |
| MSFT | D | -7.21% | |
| AAPL | C | -7.07% | |
| AMZN | B | -3.99% | |
| META | B | -2.81% | |
| GOOGL | A | -1.97% | |
| MA | B | -1.73% | |
| UNH | D | -1.56% | |
| GOOG | A | -1.5% | |
| BRK.A | D | -1.48% | |
| XOM | C | -1.45% | |
| LLY | D | -1.31% | |
| V | A | -1.3% | |
| ABBV | A | -1.28% | |
| BAC | B | -1.22% | |
| TSLA | A | -1.08% | |
| LOW | B | -1.07% | |
| AVGO | B | -1.05% | |
| CRM | B | -1.02% | |
| HON | C | -1.01% | |
| TT | C | -0.94% | |
| WFC | A | -0.93% | |
| SO | B | -0.93% | |
| TMO | F | -0.93% | |
| LIN | C | -0.88% | |
| TXN | B | -0.88% | |
| NOW | B | -0.88% | |
| PEP | D | -0.81% | |
| MDLZ | D | -0.79% | |
| NEE | D | -0.78% | |
| ADI | C | -0.78% | |
| NXPI | D | -0.77% | |
| KO | D | -0.75% | |
| SYK | C | -0.74% | |
| COP | C | -0.74% | |
| AZO | C | -0.73% | |
| PGR | D | -0.73% | |
| DE | B | -0.72% | |
| CMCSA | A | -0.69% | |
| UBER | C | -0.66% | |
| BKNG | A | -0.66% | |
| COST | D | -0.63% | |
| INTU | D | -0.62% | |
| CME | A | -0.61% | |
| BMY | A | -0.61% | |
| MU | C | -0.61% | |
| JNJ | D | -0.59% | |
| VRTX | A | -0.59% | |
| GS | B | -0.59% | |
| ACN | C | -0.55% | |
| UPS | C | -0.54% | |
| TFC | B | -0.53% | |
| PLD | F | -0.53% | |
| DHR | F | -0.52% | |
| BSX | B | -0.52% | |
| CMG | D | -0.51% | |
| REGN | F | -0.51% | |
| AMD | F | -0.51% | |
| MCD | C | -0.5% | |
| MDT | B | -0.5% | |
| CARR | D | -0.5% | |
| STX | C | -0.47% | |
| TRV | B | -0.46% | |
| TDG | C | -0.46% | |
| EOG | D | -0.45% | |
| CPAY | B | -0.44% | |
| CSX | D | -0.4% | |
| AON | A | -0.38% | |
| SCHW | B | -0.38% | |
| USB | B | -0.37% | |
| LRCX | F | -0.37% | |
| ETN | B | -0.37% | |
| ELV | F | -0.33% | |
| PM | A | -0.33% | |
| MNST | C | -0.32% | |
| MRK | F | -0.32% | |
| FDX | C | -0.31% | |
| MET | C | -0.31% | |
| C | A | -0.29% | |
| PG | D | -0.28% | |
| WELL | A | -0.27% | |
| EXPE | B | -0.26% | |
| TMUS | B | -0.24% | |
| BURL | D | -0.23% | |
| KKR | B | -0.19% | |
| NOC | D | -0.18% | |
| UNP | D | -0.18% | |
| CVX | C | -0.17% | |
| ADBE | F | -0.17% | |
| ABT | C | -0.17% | |
| MS | B | -0.16% | |
| MSI | C | -0.16% | |
| PCAR | C | -0.15% | |
| T | A | -0.15% | |
| MMC | D | -0.15% | |
| MO | A | -0.14% | |
| CDNS | C | -0.14% | |
| TGT | F | -0.14% | |
| DIS | B | -0.13% | |
| ORLY | C | -0.13% | |
| LULU | C | -0.13% | |
| MCK | F | -0.13% | |
| HCA | D | -0.13% | |
| WMG | B | -0.11% | |
| VST | B | -0.09% | |
| ANET | B | -0.07% | |
| EL | F | -0.07% | |
| NBIX | D | -0.07% | |
| DASH | A | -0.07% | |
| MRVL | B | -0.06% | |
| D | B | -0.06% | |
| EQIX | A | -0.05% | |
| SRPT | D | -0.04% | |
| DXCM | C | -0.03% |
IWS: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Software - Application
Utilities - Regulated Electric
Oil & Gas E&P
Diagnostics & Research
Asset Management
Packaged Foods
Packaging & Containers
Specialty Retail
Biotechnology
Business Services
Software - Infrastructure
Information Technology Services
REIT - Residential
Semiconductors
Specialty Chemicals
Capital Markets
Insurance - Property & Casualty
Building Materials
HELO: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Drug Manufacturers - Major
Biotechnology
Household & Personal Products
Medical Devices
Oil & Gas E&P
Specialty Industrial Machinery
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Diagnostics & Research
Discount Stores
Diversified Industrials
Health Care Plans
Information Technology Services
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