IWX vs. BBUS ETF Comparison

Comparison of iShares Russell Top 200 Value ETF (IWX) to JPMorgan BetaBuilders U.S. Equity ETF (BBUS)

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

BBUS

JPMorgan BetaBuilders U.S. Equity ETF

BBUS Description

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg Barclays Short-Term U.S. Aggregate Bond Index. The index measures the performance of U.S. dollar denominated investment grade taxable bonds with remaining effective maturities between one and five years. The fund will invest at least 80% of its assets (net assets, plus the amount of borrowing for investment purposes) in securities included in the underlying index.

Grade (RS Rating)

Last Trade

$107.85

Average Daily Volume

114,622

Number of Holdings ^*

544

* may have additional holdings in another (foreign) market

Performance

Period	IWX	BBUS
30 Days	2.62%	3.35%
60 Days	4.46%	4.87%
90 Days	6.64%	6.62%
12 Months	28.30%	33.27%

157 Overlapping Holdings

Symbol	Grade	Weight in IWX	Weight in BBUS	Overlap
ABBV	D	1.0%	0.57%	0.57%
ABT	B	1.21%	0.39%	0.39%
ACN	C	1.34%	0.43%	0.43%
ADI	D	0.62%	0.2%	0.2%
ADP	B	0.05%	0.24%	0.05%
AEP	D	0.31%	0.1%	0.1%
AIG	B	0.3%	0.09%	0.09%
AMAT	F	0.07%	0.27%	0.07%
AMD	F	0.45%	0.43%	0.43%
AMGN	D	0.2%	0.3%	0.2%
AON	A	0.45%	0.16%	0.16%
APD	A	0.43%	0.14%	0.14%
APH	A	0.21%	0.16%	0.16%
APO	B	0.13%	0.13%	0.13%
AXP	A	0.61%	0.32%	0.32%
AZO	C	0.03%	0.1%	0.03%
BA	F	0.49%	0.21%	0.21%
BAC	A	1.91%	0.6%	0.6%
BDX	F	0.39%	0.13%	0.13%
BKNG	A	0.06%	0.32%	0.06%
BLK	C	0.93%	0.29%	0.29%
BMY	B	0.69%	0.23%	0.23%
BRK.A	B	5.18%	1.64%	1.64%
BSX	B	0.77%	0.26%	0.26%
C	A	0.79%	0.25%	0.25%
CARR	D	0.38%	0.12%	0.12%
CAT	B	0.97%	0.36%	0.36%
CB	C	0.7%	0.21%	0.21%
CEG	D	0.36%	0.14%	0.14%
CI	F	0.49%	0.17%	0.17%
CL	D	0.21%	0.15%	0.15%
CMCSA	B	0.99%	0.32%	0.32%
CME	A	0.49%	0.16%	0.16%
COF	B	0.42%	0.13%	0.13%
COP	C	0.79%	0.26%	0.26%
CPRT	A	0.02%	0.09%	0.02%
CRM	B	0.28%	0.59%	0.28%
CSCO	B	1.4%	0.45%	0.45%
CSX	B	0.41%	0.13%	0.13%
CTAS	B	0.02%	0.15%	0.02%
CVS	D	0.4%	0.14%	0.14%
CVX	A	1.68%	0.53%	0.53%
D	C	0.29%	0.09%	0.09%
DASH	A	0.04%	0.1%	0.04%
DE	A	0.61%	0.2%	0.2%
DELL	C	0.18%	0.07%	0.07%
DHR	F	0.9%	0.29%	0.29%
DIS	B	1.27%	0.4%	0.4%
DUK	C	0.52%	0.17%	0.17%
ECL	D	0.05%	0.12%	0.05%
EL	F	0.06%	0.03%	0.03%
ELV	F	0.47%	0.18%	0.18%
EMR	A	0.44%	0.14%	0.14%
EOG	A	0.47%	0.15%	0.15%
EQIX	A	0.49%	0.17%	0.17%
ETN	A	0.86%	0.28%	0.28%
EW	C	0.2%	0.08%	0.08%
F	C	0.26%	0.08%	0.08%
FCX	D	0.37%	0.12%	0.12%
FDX	B	0.4%	0.13%	0.13%
FI	A	0.5%	0.24%	0.24%
FTNT	C	0.07%	0.12%	0.07%
GD	F	0.47%	0.13%	0.13%
GE	D	0.91%	0.37%	0.37%
GEV	B	0.54%	0.18%	0.18%
GILD	C	0.66%	0.21%	0.21%
GM	B	0.38%	0.12%	0.12%
GS	A	0.83%	0.36%	0.36%
HCA	F	0.29%	0.12%	0.12%
HD	A	0.49%	0.77%	0.49%
HON	B	0.76%	0.29%	0.29%
IBM	C	1.13%	0.38%	0.38%
ICE	C	0.53%	0.17%	0.17%
INTC	D	0.62%	0.2%	0.2%
ITW	B	0.3%	0.15%	0.15%
JCI	C	0.34%	0.11%	0.11%
JNJ	D	2.24%	0.71%	0.71%
JPM	A	4.24%	1.33%	1.33%
KDP	D	0.21%	0.07%	0.07%
KHC	F	0.17%	0.05%	0.05%
KKR	A	0.43%	0.2%	0.2%
KMB	D	0.16%	0.09%	0.09%
KO	D	0.62%	0.48%	0.48%
LIN	D	1.3%	0.42%	0.42%
LMT	D	0.47%	0.22%	0.22%
LOW	D	0.93%	0.29%	0.29%
MAR	B	0.38%	0.13%	0.13%
MCD	D	1.19%	0.41%	0.41%
MCK	B	0.27%	0.16%	0.16%
MDLZ	F	0.52%	0.17%	0.17%
MDT	D	0.68%	0.21%	0.21%
MET	A	0.3%	0.1%	0.1%
MMC	B	0.57%	0.21%	0.21%
MMM	D	0.35%	0.14%	0.14%
MNST	C	0.04%	0.07%	0.04%
MO	A	0.58%	0.19%	0.19%
MPC	D	0.33%	0.11%	0.11%
MRNA	F	0.07%	0.02%	0.02%
MRVL	B	0.42%	0.15%	0.15%
MS	A	0.88%	0.32%	0.32%
MSI	B	0.26%	0.16%	0.16%
MU	D	0.64%	0.21%	0.21%
NEE	D	0.95%	0.31%	0.31%
NEM	D	0.28%	0.1%	0.1%
NKE	D	0.21%	0.17%	0.17%
NOC	D	0.41%	0.14%	0.14%
NSC	B	0.36%	0.11%	0.11%
ORLY	B	0.03%	0.13%	0.03%
OXY	D	0.2%	0.06%	0.06%
PCAR	B	0.35%	0.11%	0.11%
PEP	F	0.28%	0.42%	0.28%
PFE	D	0.85%	0.27%	0.27%
PG	A	1.87%	0.78%	0.78%
PGR	A	0.14%	0.29%	0.14%
PH	A	0.54%	0.17%	0.17%
PLD	D	0.63%	0.21%	0.21%
PM	B	1.2%	0.39%	0.39%
PNC	B	0.5%	0.16%	0.16%
PSA	D	0.27%	0.1%	0.1%
PSX	C	0.33%	0.11%	0.11%
PYPL	B	0.53%	0.17%	0.17%
QCOM	F	0.07%	0.33%	0.07%
REGN	F	0.44%	0.15%	0.15%
ROP	B	0.35%	0.11%	0.11%
RSG	A	0.26%	0.08%	0.08%
RTX	C	0.95%	0.31%	0.31%
SBUX	A	0.15%	0.22%	0.15%
SCHW	B	0.65%	0.22%	0.22%
SHW	A	0.05%	0.17%	0.05%
SLB	C	0.37%	0.12%	0.12%
SO	D	0.58%	0.19%	0.19%
SPGI	C	0.95%	0.31%	0.31%
SRE	A	0.35%	0.11%	0.11%
STZ	D	0.23%	0.08%	0.08%
SYK	C	0.6%	0.27%	0.27%
T	A	0.98%	0.32%	0.32%
TDG	D	0.33%	0.14%	0.14%
TFC	A	0.37%	0.12%	0.12%
TGT	F	0.42%	0.11%	0.11%
TJX	A	0.33%	0.26%	0.26%
TMO	F	1.18%	0.38%	0.38%
TMUS	B	0.69%	0.22%	0.22%
TRV	B	0.36%	0.11%	0.11%
TT	A	0.37%	0.18%	0.18%
TXN	C	0.97%	0.35%	0.35%
UNH	C	3.06%	1.07%	1.07%
UNP	C	0.45%	0.28%	0.28%
UPS	C	0.59%	0.19%	0.19%
USB	A	0.47%	0.15%	0.15%
VLO	C	0.27%	0.09%	0.09%
VRTX	F	0.36%	0.23%	0.23%
VZ	C	1.06%	0.34%	0.34%
WELL	A	0.49%	0.16%	0.16%
WFC	A	1.57%	0.49%	0.49%
WMT	A	2.2%	0.73%	0.73%
XOM	B	3.23%	1.04%	1.04%
ZTS	D	0.08%	0.16%	0.08%

IWX Overweight 1 Positions Relative to BBUS

	Symbol	Grade	Weight
	CRH	A	0.41%

IWX Underweight 387 Positions Relative to BBUS

Symbol	Grade	Weight
NVDA	C	-6.71%
AAPL	C	-6.36%
MSFT	F	-5.99%
AMZN	C	-3.73%
META	D	-2.4%
GOOGL	C	-2.0%
TSLA	B	-1.84%
GOOG	C	-1.79%
AVGO	D	-1.44%
LLY	F	-1.23%
V	A	-1.0%
MA	C	-0.81%
COST	B	-0.8%
NFLX	A	-0.73%
ORCL	B	-0.59%
MRK	F	-0.48%
ADBE	C	-0.43%
NOW	A	-0.41%
ISRG	A	-0.37%
INTU	C	-0.35%
UBER	D	-0.27%
BX	A	-0.26%
PANW	C	-0.25%
PLTR	B	-0.24%
ANET	C	-0.19%
LRCX	F	-0.18%
AMT	D	-0.18%
MELI	D	-0.18%
CMG	B	-0.16%
WM	A	-0.16%
CRWD	B	-0.16%
CDNS	B	-0.16%
SNPS	B	-0.16%
KLAC	D	-0.16%
MCO	B	-0.15%
WMB	A	-0.14%
ADSK	A	-0.13%
OKE	A	-0.13%
DLR	B	-0.12%
HLT	A	-0.12%
COIN	C	-0.12%
AJG	B	-0.12%
URI	B	-0.11%
WDAY	B	-0.11%
KMI	A	-0.11%
TTD	B	-0.11%
RCL	A	-0.11%
SPG	B	-0.11%
AFL	B	-0.11%
AMP	A	-0.11%
FICO	B	-0.11%
NXPI	D	-0.11%
BK	A	-0.11%
ABNB	C	-0.11%
CMI	A	-0.1%
O	D	-0.1%
SQ	B	-0.1%
VRT	B	-0.1%
VST	B	-0.1%
LNG	B	-0.1%
ALL	A	-0.1%
GWW	B	-0.1%
AME	A	-0.09%
BKR	B	-0.09%
PRU	A	-0.09%
TRGP	B	-0.09%
PEG	A	-0.09%
CCI	D	-0.09%
ROST	C	-0.09%
PAYX	C	-0.09%
MSCI	C	-0.09%
LHX	C	-0.09%
FAST	B	-0.09%
HWM	A	-0.09%
FIS	C	-0.09%
PWR	A	-0.09%
DHI	D	-0.09%
TEAM	A	-0.08%
CTSH	B	-0.08%
KR	B	-0.08%
LEN	D	-0.08%
IT	C	-0.08%
DDOG	A	-0.08%
CBRE	B	-0.08%
OTIS	C	-0.08%
VRSK	A	-0.08%
EA	A	-0.08%
ODFL	B	-0.08%
DAL	C	-0.08%
CTVA	C	-0.08%
HES	B	-0.08%
KVUE	A	-0.08%
PCG	A	-0.08%
COR	B	-0.08%
IR	B	-0.08%
SNOW	C	-0.08%
DFS	B	-0.08%
AXON	A	-0.08%
ED	D	-0.07%
IRM	D	-0.07%
WAB	B	-0.07%
LULU	C	-0.07%
DD	D	-0.07%
IDXX	F	-0.07%
MCHP	D	-0.07%
HIG	B	-0.07%
EXR	D	-0.07%
HUBS	A	-0.07%
HUM	C	-0.07%
MTB	A	-0.07%
NUE	C	-0.07%
RMD	C	-0.07%
IQV	D	-0.07%
GIS	D	-0.07%
ACGL	D	-0.07%
MLM	B	-0.07%
HPQ	B	-0.07%
GLW	B	-0.07%
SYY	B	-0.07%
VMC	B	-0.07%
YUM	B	-0.07%
A	D	-0.07%
CHTR	C	-0.07%
EXC	C	-0.07%
XEL	A	-0.07%
PPG	F	-0.06%
STT	A	-0.06%
CPNG	D	-0.06%
KEYS	A	-0.06%
ON	D	-0.06%
NET	B	-0.06%
GPN	B	-0.06%
TSCO	D	-0.06%
CAH	B	-0.06%
XYL	D	-0.06%
ANSS	B	-0.06%
DXCM	D	-0.06%
TTWO	A	-0.06%
EFX	F	-0.06%
RJF	A	-0.06%
DOW	F	-0.06%
EBAY	D	-0.06%
UAL	A	-0.06%
CNC	D	-0.06%
NDAQ	A	-0.06%
CSGP	D	-0.06%
VEEV	C	-0.06%
ALNY	D	-0.06%
WEC	A	-0.06%
FANG	D	-0.06%
FITB	A	-0.06%
GRMN	B	-0.06%
ETR	B	-0.06%
ARES	A	-0.06%
WTW	B	-0.06%
ROK	B	-0.06%
AVB	B	-0.06%
EIX	B	-0.06%
VICI	C	-0.06%
GEHC	F	-0.06%
CINF	A	-0.05%
CDW	F	-0.05%
SBAC	D	-0.05%
LPLA	A	-0.05%
HUBB	B	-0.05%
RF	A	-0.05%
DVN	F	-0.05%
AEE	A	-0.05%
MTD	D	-0.05%
VLTO	D	-0.05%
CCL	B	-0.05%
TYL	B	-0.05%
DTE	C	-0.05%
HBAN	A	-0.05%
PPL	B	-0.05%
EQR	B	-0.05%
CPAY	A	-0.05%
GDDY	A	-0.05%
NTAP	C	-0.05%
ADM	D	-0.05%
HSY	F	-0.05%
VTR	C	-0.05%
SYF	B	-0.05%
NVR	D	-0.05%
TROW	B	-0.05%
MPWR	F	-0.05%
EQT	B	-0.05%
BR	A	-0.05%
FTV	C	-0.05%
BRO	B	-0.05%
AWK	D	-0.05%
PHM	D	-0.05%
RBLX	C	-0.05%
DECK	A	-0.05%
DOV	A	-0.05%
CHD	B	-0.05%
HPE	B	-0.05%
HAL	C	-0.05%
SW	A	-0.05%
FCNCA	A	-0.05%
TPL	A	-0.05%
HOLX	D	-0.04%
MAA	B	-0.04%
ZS	C	-0.04%
BAH	F	-0.04%
PODD	C	-0.04%
WSO	A	-0.04%
TRU	D	-0.04%
FSLR	F	-0.04%
SNA	A	-0.04%
WRB	A	-0.04%
LUV	C	-0.04%
ZM	B	-0.04%
BALL	D	-0.04%
INVH	D	-0.04%
ESS	B	-0.04%
OMC	C	-0.04%
MKC	D	-0.04%
DRI	B	-0.04%
ZBRA	B	-0.04%
PFG	D	-0.04%
NRG	B	-0.04%
STX	D	-0.04%
LII	A	-0.04%
MDB	C	-0.04%
CTRA	B	-0.04%
CNP	B	-0.04%
IP	B	-0.04%
LYV	A	-0.04%
LH	C	-0.04%
LVS	C	-0.04%
CMS	C	-0.04%
WDC	D	-0.04%
CLX	B	-0.04%
ILMN	D	-0.04%
CFG	B	-0.04%
STE	F	-0.04%
WAT	B	-0.04%
FE	C	-0.04%
STLD	B	-0.04%
K	A	-0.04%
BLDR	D	-0.04%
LYB	F	-0.04%
MKL	A	-0.04%
ES	D	-0.04%
PKG	A	-0.04%
LDOS	C	-0.04%
NTRS	A	-0.04%
TDY	B	-0.04%
ATO	A	-0.04%
WBD	C	-0.04%
WY	D	-0.04%
PTC	A	-0.04%
ZBH	C	-0.04%
BIIB	F	-0.04%
WST	C	-0.04%
EXPE	B	-0.04%
IFF	D	-0.04%
CAG	D	-0.03%
DLTR	F	-0.03%
SWK	D	-0.03%
EPAM	C	-0.03%
UDR	B	-0.03%
SWKS	F	-0.03%
AKAM	D	-0.03%
AVTR	F	-0.03%
POOL	C	-0.03%
RVTY	F	-0.03%
DT	C	-0.03%
EQH	B	-0.03%
FFIV	B	-0.03%
ROL	B	-0.03%
EWBC	A	-0.03%
EVRG	A	-0.03%
AMCR	D	-0.03%
RGA	A	-0.03%
ENTG	D	-0.03%
JBHT	C	-0.03%
DOC	D	-0.03%
DPZ	C	-0.03%
FNF	B	-0.03%
TXT	D	-0.03%
SUI	D	-0.03%
L	A	-0.03%
VRSN	F	-0.03%
VTRS	A	-0.03%
SSNC	B	-0.03%
AVY	D	-0.03%
LNT	A	-0.03%
DOCU	A	-0.03%
DG	F	-0.03%
TER	D	-0.03%
ARE	D	-0.03%
FLEX	A	-0.03%
EG	C	-0.03%
MRO	B	-0.03%
CF	B	-0.03%
ULTA	F	-0.03%
HEI	B	-0.03%
BAX	D	-0.03%
TWLO	A	-0.03%
EXPD	D	-0.03%
NI	A	-0.03%
J	F	-0.03%
ALGN	D	-0.03%
OC	A	-0.03%
KIM	A	-0.03%
IEX	B	-0.03%
GPC	D	-0.03%
GEN	B	-0.03%
MAS	D	-0.03%
BBY	D	-0.03%
MOH	F	-0.03%
BURL	A	-0.03%
TRMB	B	-0.03%
PNR	A	-0.03%
PINS	D	-0.03%
TSN	B	-0.03%
KEY	B	-0.03%
DGX	A	-0.03%
FDS	B	-0.03%
CE	F	-0.02%
MOS	F	-0.02%
APA	D	-0.02%
ENPH	F	-0.02%
CPB	D	-0.02%
HRL	D	-0.02%
WYNN	D	-0.02%
TFX	F	-0.02%
SCCO	F	-0.02%
MGM	D	-0.02%
AES	F	-0.02%
CRL	C	-0.02%
EXAS	D	-0.02%
LKQ	D	-0.02%
CNH	C	-0.02%
AFG	A	-0.02%
RPRX	D	-0.02%
TAP	C	-0.02%
FOXA	B	-0.02%
IPG	D	-0.02%
TECH	D	-0.02%
CCK	C	-0.02%
LW	C	-0.02%
CG	A	-0.02%
NWSA	B	-0.02%
PAYC	B	-0.02%
SNAP	C	-0.02%
JNPR	F	-0.02%
INCY	C	-0.02%
HEI	B	-0.02%
BMRN	D	-0.02%
UHS	D	-0.02%
DAY	B	-0.02%
OKTA	C	-0.02%
SJM	D	-0.02%
EMN	D	-0.02%
KMX	B	-0.02%
HST	C	-0.02%
ALLE	D	-0.02%
WPC	D	-0.02%
NBIX	C	-0.02%
JKHY	D	-0.02%
REG	B	-0.02%
BG	F	-0.02%
BXP	D	-0.02%
Z	A	-0.02%
APTV	D	-0.02%
ELS	C	-0.02%
ALB	C	-0.02%
CPT	B	-0.02%
SMCI	F	-0.02%
NWS	B	-0.01%
ZG	A	-0.01%
WLK	D	-0.01%
FOX	A	-0.01%
WBA	F	-0.01%
SIRI	C	-0.01%
BEN	C	-0.01%
BSY	D	-0.01%
QRVO	F	-0.01%
U	C	-0.01%
CRBG	B	-0.01%
ACI	C	-0.01%
HII	D	-0.01%
LEN	D	-0.0%
AGR	B	-0.0%