IYF vs. NULV ETF Comparison
Comparison of iShares U.S. Financial ETF (IYF) to NuShares ESG Large-Cap Value ETF (NULV)
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
$104.69
Average Daily Volume
248,762
Number of Holdings
*
135
* may have additional holdings in another (foreign) market
NULV
NuShares ESG Large-Cap Value ETF
NULV Description
The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Large-Cap Value Index.Grade (RS Rating)
Last Trade
$41.39
Average Daily Volume
85,997
Number of Holdings
*
102
* may have additional holdings in another (foreign) market
Performance
| Period | IYF | NULV |
|---|---|---|
| 30 Days | 1.21% | 2.68% |
| 60 Days | 11.97% | 9.64% |
| 90 Days | 10.55% | 9.79% |
| 12 Months | 44.52% | 28.73% |
19 Overlapping Holdings
| Symbol | Grade | Weight in IYF | Weight in NULV | Overlap | |
|---|---|---|---|---|---|
| BAC | B | 4.39% | 1.06% | 1.06% | |
| BK | A | 0.99% | 1.52% | 0.99% | |
| BR | B | 0.46% | 0.66% | 0.46% | |
| C | B | 2.21% | 1.65% | 1.65% | |
| CBOE | B | 0.4% | 0.87% | 0.4% | |
| GS | B | 2.92% | 1.44% | 1.44% | |
| HIG | A | 0.64% | 0.41% | 0.41% | |
| HOOD | B | 0.3% | 0.26% | 0.26% | |
| MET | A | 0.9% | 0.45% | 0.45% | |
| MMC | D | 2.06% | 1.48% | 1.48% | |
| MS | A | 2.25% | 1.21% | 1.21% | |
| PGR | B | 2.73% | 1.46% | 1.46% | |
| PNC | C | 1.35% | 1.55% | 1.35% | |
| PRU | B | 0.81% | 0.08% | 0.08% | |
| RF | B | 0.39% | 0.83% | 0.39% | |
| SPGI | C | 2.98% | 0.29% | 0.29% | |
| TFC | D | 1.06% | 0.15% | 0.15% | |
| TRV | B | 1.01% | 1.42% | 1.01% | |
| WTW | C | 0.56% | 0.64% | 0.56% |
IYF Overweight 116 Positions Relative to NULV
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 12.65% | |
| JPM | C | 9.37% | |
| WFC | B | 3.64% | |
| BLK | A | 2.6% | |
| CB | A | 2.18% | |
| BX | C | 2.04% | |
| SCHW | D | 1.79% | |
| ICE | A | 1.68% | |
| KKR | A | 1.65% | |
| CME | A | 1.46% | |
| MCO | D | 1.39% | |
| USB | C | 1.32% | |
| AON | A | 1.27% | |
| APO | A | 1.23% | |
| AFL | A | 1.15% | |
| AJG | C | 1.13% | |
| ALL | A | 0.92% | |
| AIG | C | 0.89% | |
| AMP | A | 0.87% | |
| MSCI | B | 0.82% | |
| ACGL | A | 0.76% | |
| COIN | F | 0.71% | |
| DFS | A | 0.65% | |
| NDAQ | C | 0.56% | |
| FITB | C | 0.55% | |
| MTB | A | 0.54% | |
| ARES | A | 0.53% | |
| STT | A | 0.5% | |
| BRO | A | 0.46% | |
| TROW | D | 0.45% | |
| RJF | B | 0.43% | |
| FCNCA | D | 0.42% | |
| HBAN | B | 0.4% | |
| CINF | A | 0.39% | |
| MKL | B | 0.38% | |
| PFG | A | 0.37% | |
| CFG | C | 0.34% | |
| NTRS | B | 0.33% | |
| FNF | C | 0.32% | |
| EG | A | 0.32% | |
| LPLA | D | 0.32% | |
| FDS | C | 0.32% | |
| WRB | C | 0.31% | |
| KEY | B | 0.29% | |
| RGA | B | 0.27% | |
| L | C | 0.27% | |
| IBKR | A | 0.27% | |
| RNR | A | 0.26% | |
| TW | A | 0.26% | |
| EQH | B | 0.22% | |
| EWBC | B | 0.21% | |
| NLY | C | 0.2% | |
| AIZ | B | 0.2% | |
| JEF | A | 0.2% | |
| KNSL | B | 0.19% | |
| GL | C | 0.18% | |
| SF | A | 0.18% | |
| ALLY | F | 0.18% | |
| CG | B | 0.18% | |
| AFG | A | 0.18% | |
| OWL | A | 0.18% | |
| ORI | A | 0.17% | |
| EVR | C | 0.17% | |
| WAL | C | 0.17% | |
| PRI | A | 0.17% | |
| MKTX | B | 0.17% | |
| MORN | B | 0.16% | |
| FHN | D | 0.16% | |
| UNM | A | 0.16% | |
| VOYA | A | 0.15% | |
| HLI | A | 0.15% | |
| WBS | D | 0.15% | |
| SOFI | C | 0.15% | |
| BPOP | D | 0.14% | |
| CMA | C | 0.14% | |
| PNFP | B | 0.14% | |
| AGNC | B | 0.14% | |
| ZION | D | 0.13% | |
| SEIC | B | 0.13% | |
| CBSH | D | 0.13% | |
| RYAN | A | 0.13% | |
| WTFC | B | 0.13% | |
| BEN | F | 0.12% | |
| PB | D | 0.12% | |
| RLI | A | 0.12% | |
| CFR | B | 0.12% | |
| AXS | A | 0.12% | |
| SNV | D | 0.12% | |
| STWD | C | 0.12% | |
| MTG | A | 0.12% | |
| IVZ | A | 0.12% | |
| FAF | C | 0.12% | |
| LAZ | C | 0.11% | |
| AMG | B | 0.11% | |
| RITM | D | 0.11% | |
| TPG | A | 0.1% | |
| THG | A | 0.1% | |
| FNB | D | 0.1% | |
| JHG | A | 0.1% | |
| COLB | C | 0.1% | |
| OMF | D | 0.1% | |
| OZK | D | 0.09% | |
| SLM | B | 0.09% | |
| LNC | B | 0.08% | |
| AGO | B | 0.08% | |
| WTM | C | 0.08% | |
| KMPR | D | 0.07% | |
| CACC | F | 0.06% | |
| BHF | D | 0.06% | |
| VIRT | B | 0.05% | |
| RKT | D | 0.05% | |
| FHB | D | 0.05% | |
| BOKF | B | 0.04% | |
| UWMC | D | 0.02% | |
| CNA | D | 0.02% | |
| TFSL | D | 0.01% |
IYF Underweight 83 Positions Relative to NULV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | A | -2.58% | |
| KO | C | -2.43% | |
| IBM | A | -2.17% | |
| VZ | C | -2.08% | |
| TXN | C | -2.01% | |
| DIS | D | -1.99% | |
| PEP | F | -1.98% | |
| DHR | D | -1.96% | |
| LOW | C | -1.87% | |
| AMGN | D | -1.87% | |
| INTC | D | -1.77% | |
| MRK | F | -1.76% | |
| JNJ | D | -1.75% | |
| ADI | B | -1.71% | |
| DE | C | -1.7% | |
| FI | A | -1.69% | |
| CI | D | -1.61% | |
| WELL | C | -1.61% | |
| HCA | C | -1.6% | |
| MMM | C | -1.56% | |
| OKE | A | -1.46% | |
| AMT | D | -1.44% | |
| EXC | C | -1.44% | |
| BKR | B | -1.41% | |
| NXPI | F | -1.4% | |
| KR | C | -1.39% | |
| ED | C | -1.38% | |
| CSCO | A | -1.36% | |
| SBUX | B | -1.34% | |
| ECL | C | -1.33% | |
| ADP | A | -1.23% | |
| ADM | F | -1.21% | |
| AXP | A | -1.17% | |
| FTV | C | -1.14% | |
| CAH | B | -1.09% | |
| FSLR | C | -1.06% | |
| CAT | A | -1.05% | |
| FDX | F | -1.03% | |
| LYB | B | -1.02% | |
| ES | D | -0.97% | |
| UPS | D | -0.94% | |
| A | B | -0.88% | |
| J | F | -0.79% | |
| FIS | A | -0.78% | |
| KDP | C | -0.78% | |
| KMB | D | -0.77% | |
| HD | A | -0.75% | |
| CHD | D | -0.68% | |
| IR | A | -0.67% | |
| URI | C | -0.67% | |
| PPG | D | -0.6% | |
| GILD | A | -0.59% | |
| JCI | C | -0.58% | |
| NEM | C | -0.57% | |
| HPQ | B | -0.57% | |
| BG | F | -0.56% | |
| STLD | C | -0.5% | |
| PHM | C | -0.47% | |
| EQIX | C | -0.41% | |
| QRVO | F | -0.4% | |
| SOLV | C | -0.4% | |
| HOLX | D | -0.39% | |
| ATO | A | -0.39% | |
| MOS | F | -0.35% | |
| OC | C | -0.32% | |
| CNP | B | -0.31% | |
| DINO | F | -0.3% | |
| IPG | D | -0.25% | |
| WDC | C | -0.21% | |
| PSA | C | -0.2% | |
| SYY | D | -0.17% | |
| TGT | C | -0.17% | |
| ETN | B | -0.12% | |
| BALL | C | -0.11% | |
| IRM | B | -0.1% | |
| ZBH | F | -0.09% | |
| BMY | A | -0.08% | |
| REGN | D | -0.05% | |
| AWK | D | -0.04% | |
| ACN | B | -0.03% | |
| STE | D | -0.02% | |
| CNH | C | -0.02% | |
| WTRG | D | -0.02% |
IYF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Insurance - Property & Casualty
Insurance - Life
Insurance - Diversified
Banks - Global
Credit Services
Insurance - Specialty
Insurance Brokers
Financial Data & Stock Exchanges
Insurance - Reinsurance
Business Services
REIT - Diversified
REIT - Residential
Mortgage Finance
Shell Companies
Software - Application
Software - Infrastructure
Specialty Finance
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Investment Bank
Commercial Banking
Disability
Financial Products
Investment Management
Cash Management
Casualty Insurance
Life Insurance
Deposit Products
Investment Banking
Advisory Services
Cash Management Services
Commercial Bank
Health Insurance
Investment Product
NULV: Top Represented Industries & Keywords
Industries:
Business Services
Drug Manufacturers - Major
Semiconductors
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Farm & Construction Equipment
Specialty Chemicals
Banks - Global
Diagnostics & Research
Diversified Industrials
Engineering & Construction
Farm Products
Home Improvement Stores
Household & Personal Products
Information Technology Services
Insurance - Life
Insurance - Property & Casualty
Insurance Brokers
Integrated Shipping & Logistics
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