IWY vs. WLTG ETF Comparison
Comparison of iShares Russell Top 200 Growth ETF (IWY) to WealthTrust DBS Long Term Growth ETF (WLTG)
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
$219.32
Average Daily Volume
405,571
105
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$29.08
Average Daily Volume
3,078
36
Performance
| Period | IWY | WLTG |
|---|---|---|
| 30 Days | 6.04% | 5.58% |
| 60 Days | 12.82% | 13.30% |
| 90 Days | -1.52% | 2.71% |
| 12 Months | 42.44% | 38.92% |
15 Overlapping Holdings
| Symbol | Grade | Weight in IWY | Weight in WLTG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 13.46% | 2.07% | 2.07% | |
| AMAT | C | 0.62% | 1.28% | 0.62% | |
| AMZN | C | 7.04% | 4.03% | 4.03% | |
| AVGO | B | 3.12% | 1.47% | 1.47% | |
| CAT | A | 0.11% | 1.66% | 0.11% | |
| COST | C | 1.59% | 1.95% | 1.59% | |
| GOOGL | B | 4.02% | 2.87% | 2.87% | |
| LLY | D | 2.9% | 2.89% | 2.89% | |
| META | A | 5.17% | 5.5% | 5.17% | |
| MSFT | D | 12.8% | 2.37% | 2.37% | |
| NFLX | A | 1.24% | 3.2% | 1.24% | |
| NVDA | B | 11.2% | 3.05% | 3.05% | |
| PGR | B | 0.51% | 1.79% | 0.51% | |
| REGN | D | 0.04% | 1.35% | 0.04% | |
| VRTX | D | 0.25% | 0.04% | 0.04% |
IWY Overweight 90 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | B | 3.39% | |
| TSLA | C | 2.93% | |
| V | B | 1.79% | |
| MA | A | 1.68% | |
| HD | A | 1.32% | |
| MRK | F | 1.19% | |
| ORCL | A | 1.07% | |
| ADBE | F | 0.91% | |
| CRM | B | 0.88% | |
| PEP | F | 0.76% | |
| NOW | B | 0.73% | |
| QCOM | D | 0.71% | |
| ISRG | C | 0.7% | |
| AMD | C | 0.69% | |
| INTU | F | 0.68% | |
| KO | C | 0.65% | |
| ABBV | C | 0.62% | |
| UBER | C | 0.61% | |
| AMGN | D | 0.55% | |
| BKNG | B | 0.54% | |
| ADP | A | 0.44% | |
| BX | C | 0.44% | |
| AMT | D | 0.44% | |
| LRCX | D | 0.43% | |
| KLAC | B | 0.42% | |
| PANW | B | 0.41% | |
| ANET | A | 0.4% | |
| PG | D | 0.37% | |
| SBUX | B | 0.35% | |
| WM | B | 0.34% | |
| SHW | C | 0.33% | |
| CMG | C | 0.32% | |
| TJX | D | 0.32% | |
| SNPS | F | 0.31% | |
| ZTS | C | 0.3% | |
| MCO | D | 0.3% | |
| CDNS | D | 0.29% | |
| UNP | F | 0.29% | |
| NKE | D | 0.27% | |
| CTAS | C | 0.27% | |
| CRWD | D | 0.26% | |
| ORLY | A | 0.25% | |
| ADSK | B | 0.24% | |
| ECL | C | 0.23% | |
| SPOT | C | 0.23% | |
| AXP | A | 0.23% | |
| ABNB | D | 0.22% | |
| WDAY | D | 0.21% | |
| APO | A | 0.21% | |
| AZO | D | 0.2% | |
| CL | D | 0.19% | |
| DASH | A | 0.18% | |
| APH | D | 0.18% | |
| GE | B | 0.18% | |
| LMT | A | 0.17% | |
| GS | B | 0.17% | |
| CPRT | B | 0.17% | |
| SYK | C | 0.16% | |
| FTNT | A | 0.16% | |
| UNH | B | 0.15% | |
| FI | A | 0.14% | |
| SNOW | F | 0.14% | |
| MSI | A | 0.14% | |
| LULU | D | 0.13% | |
| ITW | C | 0.12% | |
| MNST | D | 0.12% | |
| TT | A | 0.12% | |
| MCK | F | 0.11% | |
| KKR | A | 0.1% | |
| TEAM | D | 0.1% | |
| TXN | C | 0.09% | |
| HCA | C | 0.08% | |
| ELV | F | 0.08% | |
| KMB | D | 0.08% | |
| HON | C | 0.08% | |
| MCD | A | 0.06% | |
| MMM | C | 0.06% | |
| BA | F | 0.06% | |
| MMC | D | 0.06% | |
| TDG | A | 0.06% | |
| CEG | A | 0.05% | |
| PSA | C | 0.04% | |
| CI | D | 0.04% | |
| SCHW | D | 0.04% | |
| MS | A | 0.03% | |
| EW | F | 0.03% | |
| EL | D | 0.03% | |
| EQIX | C | 0.02% | |
| MRVL | C | 0.02% | |
| DELL | C | 0.02% |
IWY Underweight 21 Positions Relative to WLTG
IWY: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
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