IWY vs. PHDG ETF Comparison
Comparison of iShares Russell Top 200 Growth ETF (IWY) to PowerShares S&P 500 Downside Hedged Portfolio (PHDG)
IWY
iShares Russell Top 200 Growth ETF
IWY 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 Russell Top 200 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$228.53
Average Daily Volume
255,415
Number of Holdings
*
104
* may have additional holdings in another (foreign) market
PHDG
PowerShares S&P 500 Downside Hedged Portfolio
PHDG Description
The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.Grade (RS Rating)
Last Trade
$38.30
Average Daily Volume
12,482
Number of Holdings
*
499
* may have additional holdings in another (foreign) market
Performance
| Period | IWY | PHDG |
|---|---|---|
| 30 Days | 3.21% | 0.66% |
| 60 Days | 4.64% | 1.51% |
| 90 Days | 6.06% | 1.58% |
| 12 Months | 35.63% | 18.52% |
98 Overlapping Holdings
| Symbol | Grade | Weight in IWY | Weight in PHDG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 12.86% | 3.74% | 3.74% | |
| ABBV | D | 0.5% | 0.32% | 0.32% | |
| ABNB | C | 0.23% | 0.06% | 0.06% | |
| ADBE | C | 0.88% | 0.25% | 0.25% | |
| ADP | B | 0.45% | 0.13% | 0.13% | |
| ADSK | A | 0.25% | 0.07% | 0.07% | |
| AMAT | F | 0.51% | 0.17% | 0.17% | |
| AMD | F | 0.56% | 0.24% | 0.24% | |
| AMGN | D | 0.47% | 0.17% | 0.17% | |
| AMT | D | 0.36% | 0.1% | 0.1% | |
| AMZN | C | 7.41% | 2.13% | 2.13% | |
| ANET | C | 0.38% | 0.11% | 0.11% | |
| APH | A | 0.19% | 0.09% | 0.09% | |
| AVGO | D | 2.95% | 0.86% | 0.86% | |
| AXP | A | 0.24% | 0.17% | 0.17% | |
| AZO | C | 0.19% | 0.06% | 0.06% | |
| BA | F | 0.06% | 0.11% | 0.06% | |
| BKNG | A | 0.63% | 0.18% | 0.18% | |
| BX | A | 0.5% | 0.14% | 0.14% | |
| CAT | B | 0.1% | 0.2% | 0.1% | |
| CDNS | B | 0.31% | 0.09% | 0.09% | |
| CEG | D | 0.04% | 0.08% | 0.04% | |
| CI | F | 0.03% | 0.1% | 0.03% | |
| CL | D | 0.16% | 0.08% | 0.08% | |
| CMG | B | 0.31% | 0.09% | 0.09% | |
| COST | B | 1.58% | 0.44% | 0.44% | |
| CPRT | A | 0.18% | 0.05% | 0.05% | |
| CRM | B | 1.02% | 0.35% | 0.35% | |
| CRWD | B | 0.3% | 0.09% | 0.09% | |
| CTAS | B | 0.28% | 0.08% | 0.08% | |
| DELL | C | 0.02% | 0.04% | 0.02% | |
| ECL | D | 0.21% | 0.07% | 0.07% | |
| EL | F | 0.02% | 0.02% | 0.02% | |
| ELV | F | 0.06% | 0.1% | 0.06% | |
| EQIX | A | 0.02% | 0.09% | 0.02% | |
| EW | C | 0.03% | 0.04% | 0.03% | |
| FI | A | 0.15% | 0.13% | 0.13% | |
| FTNT | C | 0.19% | 0.06% | 0.06% | |
| GE | D | 0.16% | 0.21% | 0.16% | |
| GOOG | C | 3.37% | 0.92% | 0.92% | |
| GOOGL | C | 3.99% | 1.11% | 1.11% | |
| GS | A | 0.2% | 0.2% | 0.2% | |
| HCA | F | 0.06% | 0.07% | 0.06% | |
| HD | A | 1.27% | 0.43% | 0.43% | |
| HON | B | 0.09% | 0.16% | 0.09% | |
| INTU | C | 0.74% | 0.21% | 0.21% | |
| ISRG | A | 0.73% | 0.21% | 0.21% | |
| ITW | B | 0.12% | 0.08% | 0.08% | |
| KKR | A | 0.11% | 0.11% | 0.11% | |
| KLAC | D | 0.33% | 0.09% | 0.09% | |
| KMB | D | 0.07% | 0.05% | 0.05% | |
| KO | D | 0.54% | 0.26% | 0.26% | |
| LLY | F | 2.35% | 0.67% | 0.67% | |
| LMT | D | 0.14% | 0.12% | 0.12% | |
| LRCX | F | 0.36% | 0.11% | 0.11% | |
| LULU | C | 0.15% | 0.04% | 0.04% | |
| MA | C | 1.7% | 0.46% | 0.46% | |
| MCD | D | 0.05% | 0.23% | 0.05% | |
| MCK | B | 0.13% | 0.09% | 0.09% | |
| MCO | B | 0.29% | 0.08% | 0.08% | |
| META | D | 4.78% | 1.36% | 1.36% | |
| MMC | B | 0.06% | 0.12% | 0.06% | |
| MMM | D | 0.05% | 0.08% | 0.05% | |
| MNST | C | 0.12% | 0.04% | 0.04% | |
| MRK | F | 0.96% | 0.27% | 0.27% | |
| MS | A | 0.04% | 0.18% | 0.04% | |
| MSFT | F | 12.14% | 3.42% | 3.42% | |
| MSI | B | 0.15% | 0.09% | 0.09% | |
| NFLX | A | 1.39% | 0.39% | 0.39% | |
| NKE | D | 0.22% | 0.1% | 0.1% | |
| NOW | A | 0.82% | 0.23% | 0.23% | |
| NVDA | C | 13.07% | 3.89% | 3.89% | |
| ORCL | B | 1.13% | 0.32% | 0.32% | |
| ORLY | B | 0.25% | 0.08% | 0.08% | |
| PANW | C | 0.47% | 0.14% | 0.14% | |
| PEP | F | 0.68% | 0.24% | 0.24% | |
| PG | A | 0.35% | 0.42% | 0.35% | |
| PGR | A | 0.5% | 0.16% | 0.16% | |
| PSA | D | 0.03% | 0.06% | 0.03% | |
| QCOM | F | 0.66% | 0.2% | 0.2% | |
| REGN | F | 0.03% | 0.09% | 0.03% | |
| SBUX | A | 0.34% | 0.12% | 0.12% | |
| SCHW | B | 0.05% | 0.13% | 0.05% | |
| SHW | A | 0.32% | 0.1% | 0.1% | |
| SNPS | B | 0.31% | 0.09% | 0.09% | |
| SYK | C | 0.16% | 0.14% | 0.14% | |
| TDG | D | 0.05% | 0.08% | 0.05% | |
| TJX | A | 0.32% | 0.15% | 0.15% | |
| TSLA | B | 3.51% | 0.93% | 0.93% | |
| TT | A | 0.12% | 0.1% | 0.1% | |
| TXN | C | 0.09% | 0.2% | 0.09% | |
| UBER | D | 0.58% | 0.16% | 0.16% | |
| UNH | C | 0.15% | 0.59% | 0.15% | |
| UNP | C | 0.27% | 0.15% | 0.15% | |
| V | A | 1.92% | 0.56% | 0.56% | |
| VRTX | F | 0.24% | 0.13% | 0.13% | |
| WM | A | 0.34% | 0.09% | 0.09% | |
| ZTS | D | 0.26% | 0.09% | 0.09% |
IWY Underweight 401 Positions Relative to PHDG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -0.92% | |
| JPM | A | -0.74% | |
| XOM | B | -0.58% | |
| WMT | A | -0.4% | |
| JNJ | D | -0.39% | |
| BAC | A | -0.33% | |
| CVX | A | -0.3% | |
| WFC | A | -0.27% | |
| CSCO | B | -0.25% | |
| ACN | C | -0.24% | |
| LIN | D | -0.23% | |
| ABT | B | -0.22% | |
| TMO | F | -0.22% | |
| IBM | C | -0.21% | |
| DIS | B | -0.21% | |
| PM | B | -0.21% | |
| VZ | C | -0.19% | |
| SPGI | C | -0.18% | |
| CMCSA | B | -0.18% | |
| DHR | F | -0.17% | |
| LOW | D | -0.17% | |
| NEE | D | -0.17% | |
| RTX | C | -0.17% | |
| T | A | -0.17% | |
| ETN | A | -0.16% | |
| BLK | C | -0.16% | |
| PFE | D | -0.16% | |
| BSX | B | -0.14% | |
| C | A | -0.14% | |
| COP | C | -0.14% | |
| TMUS | B | -0.13% | |
| BMY | B | -0.13% | |
| PLTR | B | -0.13% | |
| INTC | D | -0.12% | |
| CB | C | -0.12% | |
| MU | D | -0.12% | |
| MDT | D | -0.12% | |
| GILD | C | -0.12% | |
| DE | A | -0.11% | |
| ADI | D | -0.11% | |
| PLD | D | -0.11% | |
| PH | A | -0.1% | |
| GEV | B | -0.1% | |
| ICE | C | -0.1% | |
| MO | A | -0.1% | |
| SO | D | -0.1% | |
| UPS | C | -0.1% | |
| CME | A | -0.09% | |
| AON | A | -0.09% | |
| PNC | B | -0.09% | |
| DUK | C | -0.09% | |
| MDLZ | F | -0.09% | |
| PYPL | B | -0.09% | |
| COF | B | -0.08% | |
| APD | A | -0.08% | |
| TGT | F | -0.08% | |
| EMR | A | -0.08% | |
| GD | F | -0.08% | |
| EOG | A | -0.08% | |
| WELL | A | -0.08% | |
| USB | A | -0.08% | |
| PCAR | B | -0.07% | |
| ROP | B | -0.07% | |
| HLT | A | -0.07% | |
| SLB | C | -0.07% | |
| TFC | A | -0.07% | |
| FCX | D | -0.07% | |
| CARR | D | -0.07% | |
| OKE | A | -0.07% | |
| AJG | B | -0.07% | |
| GM | B | -0.07% | |
| BDX | F | -0.07% | |
| MAR | B | -0.07% | |
| FDX | B | -0.07% | |
| WMB | A | -0.07% | |
| NOC | D | -0.07% | |
| CSX | B | -0.07% | |
| CVS | D | -0.07% | |
| ALL | A | -0.06% | |
| KMI | A | -0.06% | |
| GWW | B | -0.06% | |
| MPC | D | -0.06% | |
| PSX | C | -0.06% | |
| SPG | B | -0.06% | |
| DLR | B | -0.06% | |
| RCL | A | -0.06% | |
| AMP | A | -0.06% | |
| AFL | B | -0.06% | |
| URI | B | -0.06% | |
| FICO | B | -0.06% | |
| JCI | C | -0.06% | |
| NXPI | D | -0.06% | |
| BK | A | -0.06% | |
| SRE | A | -0.06% | |
| TRV | B | -0.06% | |
| NSC | B | -0.06% | |
| TRGP | B | -0.05% | |
| ODFL | B | -0.05% | |
| COR | B | -0.05% | |
| RSG | A | -0.05% | |
| BKR | B | -0.05% | |
| F | C | -0.05% | |
| PEG | A | -0.05% | |
| AXON | A | -0.05% | |
| DFS | B | -0.05% | |
| CCI | D | -0.05% | |
| VLO | C | -0.05% | |
| PCG | A | -0.05% | |
| PRU | A | -0.05% | |
| AME | A | -0.05% | |
| KVUE | A | -0.05% | |
| HWM | A | -0.05% | |
| NEM | D | -0.05% | |
| PAYX | C | -0.05% | |
| FAST | B | -0.05% | |
| LHX | C | -0.05% | |
| D | C | -0.05% | |
| ROST | C | -0.05% | |
| VST | B | -0.05% | |
| PWR | A | -0.05% | |
| MSCI | C | -0.05% | |
| DHI | D | -0.05% | |
| FIS | C | -0.05% | |
| MET | A | -0.05% | |
| AIG | B | -0.05% | |
| O | D | -0.05% | |
| AEP | D | -0.05% | |
| CMI | A | -0.05% | |
| ROK | B | -0.04% | |
| VICI | C | -0.04% | |
| ED | D | -0.04% | |
| IRM | D | -0.04% | |
| HUM | C | -0.04% | |
| RMD | C | -0.04% | |
| OXY | D | -0.04% | |
| HIG | B | -0.04% | |
| FANG | D | -0.04% | |
| WAB | B | -0.04% | |
| EXR | D | -0.04% | |
| DD | D | -0.04% | |
| NUE | C | -0.04% | |
| IDXX | F | -0.04% | |
| IQV | D | -0.04% | |
| MCHP | D | -0.04% | |
| MTB | A | -0.04% | |
| HPQ | B | -0.04% | |
| GIS | D | -0.04% | |
| MLM | B | -0.04% | |
| GLW | B | -0.04% | |
| SYY | B | -0.04% | |
| VMC | B | -0.04% | |
| ACGL | D | -0.04% | |
| KDP | D | -0.04% | |
| GEHC | F | -0.04% | |
| STZ | D | -0.04% | |
| A | D | -0.04% | |
| EXC | C | -0.04% | |
| CHTR | C | -0.04% | |
| XEL | A | -0.04% | |
| YUM | B | -0.04% | |
| KR | B | -0.04% | |
| EA | A | -0.04% | |
| CTVA | C | -0.04% | |
| CBRE | B | -0.04% | |
| OTIS | C | -0.04% | |
| CTSH | B | -0.04% | |
| HES | B | -0.04% | |
| VRSK | A | -0.04% | |
| LEN | D | -0.04% | |
| IT | C | -0.04% | |
| IR | B | -0.04% | |
| DAL | C | -0.04% | |
| CINF | A | -0.03% | |
| SBAC | D | -0.03% | |
| HUBB | B | -0.03% | |
| AEE | A | -0.03% | |
| BIIB | F | -0.03% | |
| RF | A | -0.03% | |
| CDW | F | -0.03% | |
| NTAP | C | -0.03% | |
| PPL | B | -0.03% | |
| CCL | B | -0.03% | |
| WST | C | -0.03% | |
| DVN | F | -0.03% | |
| DTE | C | -0.03% | |
| SW | A | -0.03% | |
| EQR | B | -0.03% | |
| ADM | D | -0.03% | |
| VLTO | D | -0.03% | |
| EQT | B | -0.03% | |
| HBAN | A | -0.03% | |
| SYF | B | -0.03% | |
| AWK | D | -0.03% | |
| CPAY | A | -0.03% | |
| BRO | B | -0.03% | |
| GDDY | A | -0.03% | |
| TYL | B | -0.03% | |
| VTR | C | -0.03% | |
| MTD | D | -0.03% | |
| CHD | B | -0.03% | |
| HSY | F | -0.03% | |
| FTV | C | -0.03% | |
| BR | A | -0.03% | |
| HAL | C | -0.03% | |
| TROW | B | -0.03% | |
| PHM | D | -0.03% | |
| KEYS | A | -0.03% | |
| DECK | A | -0.03% | |
| DOV | A | -0.03% | |
| HPE | B | -0.03% | |
| KHC | F | -0.03% | |
| STT | A | -0.03% | |
| MPWR | F | -0.03% | |
| ON | D | -0.03% | |
| NVR | D | -0.03% | |
| PPG | F | -0.03% | |
| GPN | B | -0.03% | |
| CAH | B | -0.03% | |
| TTWO | A | -0.03% | |
| XYL | D | -0.03% | |
| ANSS | B | -0.03% | |
| RJF | A | -0.03% | |
| TSCO | D | -0.03% | |
| DXCM | D | -0.03% | |
| UAL | A | -0.03% | |
| WEC | A | -0.03% | |
| EBAY | D | -0.03% | |
| CSGP | D | -0.03% | |
| CNC | D | -0.03% | |
| DOW | F | -0.03% | |
| ETR | B | -0.03% | |
| EIX | B | -0.03% | |
| WTW | B | -0.03% | |
| FITB | A | -0.03% | |
| NDAQ | A | -0.03% | |
| EFX | F | -0.03% | |
| AVB | B | -0.03% | |
| GRMN | B | -0.03% | |
| EPAM | C | -0.02% | |
| NDSN | B | -0.02% | |
| ROL | B | -0.02% | |
| FFIV | B | -0.02% | |
| RVTY | F | -0.02% | |
| APTV | D | -0.02% | |
| EVRG | A | -0.02% | |
| JBL | B | -0.02% | |
| AMCR | D | -0.02% | |
| JBHT | C | -0.02% | |
| DOC | D | -0.02% | |
| VTRS | A | -0.02% | |
| L | A | -0.02% | |
| LNT | A | -0.02% | |
| DPZ | C | -0.02% | |
| CF | B | -0.02% | |
| VRSN | F | -0.02% | |
| ALGN | D | -0.02% | |
| EG | C | -0.02% | |
| TXT | D | -0.02% | |
| MRO | B | -0.02% | |
| AVY | D | -0.02% | |
| NI | A | -0.02% | |
| BAX | D | -0.02% | |
| GEN | B | -0.02% | |
| KIM | A | -0.02% | |
| ARE | D | -0.02% | |
| DG | F | -0.02% | |
| EXPD | D | -0.02% | |
| LVS | C | -0.02% | |
| GPC | D | -0.02% | |
| MAS | D | -0.02% | |
| TRMB | B | -0.02% | |
| TER | D | -0.02% | |
| IEX | B | -0.02% | |
| DGX | A | -0.02% | |
| PNR | A | -0.02% | |
| J | F | -0.02% | |
| KEY | B | -0.02% | |
| WRB | A | -0.02% | |
| BBY | D | -0.02% | |
| MOH | F | -0.02% | |
| HOLX | D | -0.02% | |
| ULTA | F | -0.02% | |
| TSN | B | -0.02% | |
| PODD | C | -0.02% | |
| PFG | D | -0.02% | |
| MAA | B | -0.02% | |
| CTRA | B | -0.02% | |
| BALL | D | -0.02% | |
| SNA | A | -0.02% | |
| MKC | D | -0.02% | |
| NRG | B | -0.02% | |
| FDS | B | -0.02% | |
| INVH | D | -0.02% | |
| ESS | B | -0.02% | |
| LUV | C | -0.02% | |
| CNP | B | -0.02% | |
| IP | B | -0.02% | |
| STLD | B | -0.02% | |
| DRI | B | -0.02% | |
| LH | C | -0.02% | |
| CMS | C | -0.02% | |
| LYV | A | -0.02% | |
| ZBRA | B | -0.02% | |
| STX | D | -0.02% | |
| OMC | C | -0.02% | |
| CLX | B | -0.02% | |
| WDC | D | -0.02% | |
| CBOE | B | -0.02% | |
| CFG | B | -0.02% | |
| FSLR | F | -0.02% | |
| FE | C | -0.02% | |
| PKG | A | -0.02% | |
| BLDR | D | -0.02% | |
| NTRS | A | -0.02% | |
| LYB | F | -0.02% | |
| K | A | -0.02% | |
| STE | F | -0.02% | |
| ES | D | -0.02% | |
| WBD | C | -0.02% | |
| ZBH | C | -0.02% | |
| TDY | B | -0.02% | |
| WAT | B | -0.02% | |
| ATO | A | -0.02% | |
| WY | D | -0.02% | |
| LDOS | C | -0.02% | |
| EXPE | B | -0.02% | |
| IFF | D | -0.02% | |
| PTC | A | -0.02% | |
| FOX | A | -0.01% | |
| QRVO | F | -0.01% | |
| WBA | F | -0.01% | |
| BEN | C | -0.01% | |
| PARA | C | -0.01% | |
| FMC | D | -0.01% | |
| DVA | B | -0.01% | |
| MHK | D | -0.01% | |
| HII | D | -0.01% | |
| BWA | D | -0.01% | |
| IVZ | B | -0.01% | |
| CE | F | -0.01% | |
| MTCH | D | -0.01% | |
| HAS | D | -0.01% | |
| APA | D | -0.01% | |
| MOS | F | -0.01% | |
| HSIC | B | -0.01% | |
| CZR | F | -0.01% | |
| RL | B | -0.01% | |
| FRT | B | -0.01% | |
| ENPH | F | -0.01% | |
| MGM | D | -0.01% | |
| WYNN | D | -0.01% | |
| AOS | F | -0.01% | |
| CPB | D | -0.01% | |
| HRL | D | -0.01% | |
| TFX | F | -0.01% | |
| SMCI | F | -0.01% | |
| SOLV | C | -0.01% | |
| GL | B | -0.01% | |
| AES | F | -0.01% | |
| MKTX | D | -0.01% | |
| CRL | C | -0.01% | |
| ERIE | D | -0.01% | |
| LKQ | D | -0.01% | |
| PNW | B | -0.01% | |
| CTLT | B | -0.01% | |
| FOXA | B | -0.01% | |
| IPG | D | -0.01% | |
| PAYC | B | -0.01% | |
| TAP | C | -0.01% | |
| NWSA | B | -0.01% | |
| AIZ | A | -0.01% | |
| GNRC | B | -0.01% | |
| TECH | D | -0.01% | |
| LW | C | -0.01% | |
| BXP | D | -0.01% | |
| NCLH | B | -0.01% | |
| SJM | D | -0.01% | |
| EMN | D | -0.01% | |
| UHS | D | -0.01% | |
| ALB | C | -0.01% | |
| REG | B | -0.01% | |
| DAY | B | -0.01% | |
| KMX | B | -0.01% | |
| HST | C | -0.01% | |
| ALLE | D | -0.01% | |
| INCY | C | -0.01% | |
| BG | F | -0.01% | |
| JKHY | D | -0.01% | |
| JNPR | F | -0.01% | |
| CPT | B | -0.01% | |
| CHRW | C | -0.01% | |
| CAG | D | -0.01% | |
| SWK | D | -0.01% | |
| DLTR | F | -0.01% | |
| TPR | B | -0.01% | |
| UDR | B | -0.01% | |
| AKAM | D | -0.01% | |
| SWKS | F | -0.01% | |
| MRNA | F | -0.01% | |
| POOL | C | -0.01% | |
| NWS | B | -0.0% |
IWY: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Capital Markets
Drug Manufacturers - Major
Household & Personal Products
Aerospace & Defense
Asset Management
Beverages - Soft Drinks
Business Services
Credit Services
Diversified Industrials
Health Care Plans
Internet Content & Information
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Apparel Stores
Biotechnology
Computer Systems
PHDG: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Utilities - Regulated Electric
Business Services
Semiconductors
Diagnostics & Research
Asset Management
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Packaged Foods
Medical Devices
Medical Instruments & Supplies
Specialty Retail
Credit Services
Health Care Plans
Household & Personal Products
Information Technology Services
Compare ETFs
