IYF vs. KRMA ETF Comparison

Comparison of iShares U.S. Financial ETF (IYF) to Global X Conscious Companies ETF (KRMA)

IYF

iShares U.S. Financial ETF

IYF Description

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

Grade (RS Rating)

Last Trade

$116.40

Average Daily Volume

280,997

Number of Holdings ^*

135

* may have additional holdings in another (foreign) market

KRMA

Global X Conscious Companies ETF

KRMA Description

The Global X Conscious Companies ETF seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Concinnity Conscious Companies Index.

Grade (RS Rating)

Last Trade

$40.11

Average Daily Volume

10,339

Number of Holdings ^*

151

* may have additional holdings in another (foreign) market

Performance

Period	IYF	KRMA
30 Days	7.20%	2.11%
60 Days	12.04%	3.56%
90 Days	14.06%	4.53%
12 Months	49.08%	28.36%

19 Overlapping Holdings

Symbol	Grade	Weight in IYF	Weight in KRMA	Overlap
AFL	B	1.04%	0.5%	0.5%
BAC	A	4.69%	0.55%	0.55%
BK	A	0.97%	0.52%	0.52%
C	A	2.2%	0.55%	0.55%
DFS	B	0.74%	0.62%	0.62%
FDS	B	0.31%	0.55%	0.31%
HIG	B	0.58%	0.49%	0.49%
JPM	A	9.82%	0.55%	0.55%
MCO	B	1.25%	0.53%	0.53%
MET	A	0.82%	0.5%	0.5%
MS	A	2.6%	0.56%	0.56%
NDAQ	A	0.54%	0.53%	0.53%
PFG	D	0.33%	0.49%	0.33%
PGR	A	2.5%	0.53%	0.53%
PRU	A	0.77%	0.51%	0.51%
SCHW	B	2.01%	0.56%	0.56%
SPGI	C	2.63%	0.53%	0.53%
TROW	B	0.44%	0.54%	0.44%
TRV	B	1.0%	0.51%	0.51%

IYF Overweight 116 Positions Relative to KRMA

Symbol	Grade	Weight
BRK.A	B	11.69%
WFC	A	4.36%
GS	A	3.13%
BLK	B	2.59%
BX	A	2.14%
CB	C	1.95%
MMC	B	1.83%
KKR	A	1.69%
ICE	C	1.48%
APO	B	1.43%
PNC	B	1.38%
CME	B	1.35%
USB	A	1.3%
AON	A	1.24%
AJG	A	1.07%
TFC	A	1.04%
COIN	C	1.01%
AMP	A	0.94%
ALL	A	0.86%
AIG	B	0.82%
MSCI	C	0.76%
ACGL	C	0.61%
MTB	A	0.6%
FITB	B	0.54%
WTW	B	0.53%
RJF	A	0.51%
ARES	A	0.51%
STT	B	0.48%
FCNCA	A	0.45%
BR	A	0.45%
BRO	B	0.44%
HBAN	A	0.43%
RF	A	0.41%
CINF	A	0.39%
LPLA	A	0.39%
MKL	A	0.37%
NTRS	A	0.36%
HOOD	B	0.36%
CFG	B	0.35%
CBOE	C	0.35%
IBKR	A	0.32%
KEY	B	0.3%
WRB	A	0.3%
EG	C	0.27%
L	A	0.26%
RGA	A	0.26%
FNF	B	0.25%
TW	A	0.25%
SOFI	B	0.24%
EWBC	A	0.24%
JEF	A	0.22%
RNR	C	0.22%
UNM	A	0.21%
SF	B	0.2%
EQH	C	0.2%
CG	B	0.19%
FHN	A	0.19%
AIZ	A	0.19%
OWL	A	0.19%
WBS	A	0.18%
PRI	B	0.18%
EVR	B	0.18%
ALLY	C	0.17%
GL	C	0.17%
NLY	C	0.17%
AFG	A	0.17%
KNSL	B	0.17%
PNFP	B	0.16%
ORI	A	0.16%
HLI	A	0.16%
MKTX	D	0.16%
WAL	B	0.16%
WTFC	A	0.15%
MORN	B	0.15%
CFR	B	0.14%
VOYA	B	0.14%
SNV	C	0.14%
CMA	B	0.14%
CBSH	B	0.14%
ZION	B	0.14%
RYAN	A	0.13%
SEIC	B	0.13%
AXS	A	0.12%
AGNC	C	0.12%
BPOP	C	0.12%
RLI	A	0.12%
PB	B	0.12%
MTG	C	0.11%
BEN	C	0.11%
COLB	B	0.11%
OMF	A	0.11%
FAF	A	0.11%
IVZ	B	0.11%
TPG	A	0.1%
RITM	C	0.1%
THG	A	0.1%
AMG	B	0.1%
JHG	B	0.1%
STWD	C	0.1%
FNB	A	0.1%
LAZ	B	0.1%
WTM	A	0.09%
OZK	B	0.09%
SLM	A	0.09%
KMPR	A	0.08%
AGO	B	0.08%
LNC	C	0.07%
BHF	C	0.06%
FHB	B	0.06%
CACC	D	0.05%
VIRT	A	0.05%
BOKF	B	0.04%
RKT	F	0.03%
CNA	C	0.02%
UWMC	D	0.01%
TFSL	A	0.01%

IYF Underweight 132 Positions Relative to KRMA

Symbol	Grade	Weight
NVDA	B	-6.16%
AAPL	C	-5.94%
MSFT	D	-5.33%
AMZN	C	-2.82%
GOOGL	C	-2.69%
META	D	-1.52%
HUBS	A	-0.64%
CDNS	B	-0.62%
MCK	A	-0.62%
TSLA	B	-0.61%
COF	C	-0.61%
INTU	B	-0.6%
SYF	B	-0.6%
TRMB	B	-0.6%
CRM	B	-0.59%
WAT	C	-0.59%
EA	A	-0.58%
WDAY	B	-0.58%
BMY	B	-0.57%
SNPS	B	-0.57%
NFLX	A	-0.57%
DELL	B	-0.57%
CMI	A	-0.56%
V	A	-0.56%
ADBE	C	-0.56%
LULU	C	-0.56%
OKE	A	-0.56%
ORCL	A	-0.55%
VLO	C	-0.55%
ADSK	A	-0.55%
AXP	A	-0.55%
CTSH	B	-0.55%
MAR	A	-0.55%
CVX	A	-0.55%
EOG	A	-0.55%
NOW	A	-0.55%
PANW	B	-0.55%
COP	C	-0.55%
CAH	B	-0.55%
PYPL	B	-0.54%
ITW	B	-0.54%
MSI	B	-0.54%
UNH	B	-0.54%
STLD	B	-0.54%
HLT	A	-0.54%
SYK	B	-0.54%
VRTX	D	-0.53%
CSCO	B	-0.53%
COST	A	-0.53%
BWA	D	-0.53%
BSX	A	-0.53%
IT	C	-0.53%
APH	A	-0.53%
ADP	A	-0.53%
NUE	C	-0.53%
GILD	C	-0.53%
ULTA	F	-0.53%
ISRG	A	-0.53%
CMCSA	B	-0.53%
TMUS	B	-0.52%
CI	D	-0.52%
MA	B	-0.52%
UNP	C	-0.52%
WMT	A	-0.52%
YUM	D	-0.52%
SBUX	A	-0.52%
TGT	F	-0.52%
PAYX	B	-0.52%
ABT	B	-0.51%
AVGO	D	-0.51%
DT	D	-0.51%
VRSN	C	-0.51%
TXN	C	-0.51%
KEYS	A	-0.51%
HPQ	B	-0.51%
CAT	B	-0.51%
LDOS	C	-0.51%
A	D	-0.51%
HD	B	-0.51%
AMAT	F	-0.51%
RMD	C	-0.5%
LFUS	D	-0.5%
AVY	F	-0.5%
QCOM	F	-0.5%
ANET	C	-0.5%
IPG	D	-0.5%
AVT	C	-0.5%
ELV	F	-0.5%
EBAY	D	-0.5%
VZ	C	-0.5%
PG	C	-0.5%
NTAP	C	-0.5%
LEA	F	-0.5%
CBRE	B	-0.5%
J	D	-0.5%
NKE	F	-0.49%
IQV	F	-0.49%
PEP	F	-0.49%
CNC	D	-0.49%
JLL	D	-0.49%
DE	B	-0.49%
KMB	C	-0.49%
TMO	F	-0.49%
ZTS	D	-0.49%
UPS	C	-0.49%
GD	D	-0.49%
DKS	D	-0.49%
DHR	F	-0.49%
BAH	F	-0.48%
EXC	C	-0.48%
MDLZ	F	-0.48%
AMGN	F	-0.48%
GIS	D	-0.48%
RTX	D	-0.48%
AWK	C	-0.48%
PHM	D	-0.48%
PLD	F	-0.48%
LMT	D	-0.48%
CL	D	-0.47%
ADI	D	-0.47%
MU	D	-0.47%
JNJ	C	-0.47%
MRK	D	-0.47%
KO	D	-0.47%
ABBV	F	-0.46%
AMD	F	-0.46%
LLY	F	-0.45%
AKAM	D	-0.44%
HCA	F	-0.44%
DOW	F	-0.44%
REGN	F	-0.43%
CDW	F	-0.42%