IYH vs. VMAX ETF Comparison

Comparison of iShares U.S. Healthcare ETF (IYH) to Hartford US Value ETF (VMAX)
IYH

iShares U.S. Healthcare ETF

IYH Description

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

Grade (RS Rating)

Last Trade

$61.30

Average Daily Volume

253,294

Number of Holdings *

106

* may have additional holdings in another (foreign) market
VMAX

Hartford US Value ETF

VMAX Description The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.

Grade (RS Rating)

Last Trade

$51.92

Average Daily Volume

72

Number of Holdings *

148

* may have additional holdings in another (foreign) market
Performance
Period IYH VMAX
30 Days -2.26% 3.35%
60 Days -5.20% 4.23%
90 Days -6.43% 5.95%
12 Months 13.15%
9 Overlapping Holdings
Symbol Grade Weight in IYH Weight in VMAX Overlap
ELV F 1.73% 1.1% 1.1%
GILD B 2.05% 0.82% 0.82%
HCA F 1.2% 0.68% 0.68%
HUM C 0.62% 0.63% 0.62%
JNJ D 6.89% 0.97% 0.97%
LLY F 11.08% 0.17% 0.17%
MRK F 4.53% 0.24% 0.24%
OGN F 0.07% 0.65% 0.07%
UNH B 10.1% 0.8% 0.8%
IYH Overweight 97 Positions Relative to VMAX
Symbol Grade Weight
ABBV D 5.42%
ABT B 3.72%
TMO F 3.63%
ISRG C 3.46%
AMGN D 2.82%
DHR D 2.76%
SYK C 2.62%
PFE D 2.61%
BSX C 2.37%
VRTX D 2.23%
BMY B 2.11%
MDT D 2.08%
CI D 1.66%
ZTS D 1.49%
REGN F 1.47%
BDX F 1.21%
EW C 0.75%
GEHC F 0.69%
A D 0.69%
IDXX F 0.64%
IQV F 0.64%
RMD C 0.63%
VEEV B 0.58%
CNC F 0.56%
DXCM C 0.56%
ALNY D 0.55%
CAH B 0.54%
ZBH C 0.43%
BIIB F 0.43%
WST C 0.42%
ILMN C 0.4%
STE F 0.4%
WAT B 0.39%
LH B 0.37%
COO D 0.36%
PODD B 0.34%
DGX B 0.33%
HOLX D 0.33%
MOH F 0.32%
NTRA B 0.31%
ALGN D 0.31%
BAX F 0.3%
UTHR C 0.29%
VTRS B 0.28%
THC D 0.27%
AVTR F 0.26%
RVTY D 0.25%
UHS D 0.22%
NBIX C 0.22%
MRNA F 0.22%
BMRN F 0.22%
INCY C 0.22%
CTLT B 0.2%
RPRX D 0.19%
TECH C 0.19%
SRPT F 0.18%
CRL C 0.18%
EHC B 0.18%
EXEL A 0.18%
EXAS F 0.17%
TFX F 0.17%
GMED A 0.17%
SOLV C 0.17%
ITCI C 0.16%
PEN C 0.16%
HSIC B 0.16%
MEDP F 0.15%
DVA B 0.15%
CHE D 0.15%
JAZZ B 0.14%
ELAN F 0.13%
MASI A 0.13%
RGEN D 0.13%
DOCS C 0.11%
BIO D 0.11%
VKTX F 0.1%
IONS F 0.1%
BRKR F 0.1%
ROIV B 0.09%
INSP D 0.09%
NVST C 0.07%
PRGO C 0.07%
XRAY F 0.07%
RARE F 0.07%
ACHC F 0.06%
ENOV C 0.05%
APLS D 0.05%
AMED F 0.05%
QDEL F 0.04%
SHC F 0.04%
AZTA D 0.04%
RCM F 0.04%
PINC B 0.04%
TXG F 0.03%
FTRE C 0.03%
CERT D 0.02%
GRAL C 0.01%
IYH Underweight 139 Positions Relative to VMAX
Symbol Grade Weight
EOG C -2.07%
HPQ B -1.94%
MTB B -1.9%
C A -1.89%
CVS D -1.86%
WFC A -1.85%
LNC B -1.57%
STLD B -1.55%
T A -1.54%
NRG C -1.54%
USB A -1.46%
VLO C -1.45%
SYF A -1.38%
JPM B -1.35%
META D -1.34%
MPC F -1.33%
MA B -1.33%
STT A -1.32%
BAC A -1.28%
PNC A -1.27%
BBY D -1.25%
MCO A -1.24%
BK A -1.23%
NFG B -1.2%
GOOGL C -1.19%
GAP C -1.17%
FDX B -1.16%
RF B -1.15%
KR A -1.15%
VZ B -1.14%
LAMR C -1.13%
PYPL A -1.07%
TROW A -1.05%
CINF A -1.03%
BCC B -1.02%
JHG A -1.02%
ETR B -0.99%
NVDA C -0.99%
TGT F -0.96%
HPE B -0.96%
DUK C -0.95%
BRK.A B -0.93%
APA F -0.93%
JXN B -0.93%
BLDR C -0.91%
XOM C -0.91%
SO D -0.87%
IRM C -0.86%
COP D -0.85%
SHW A -0.85%
FITB B -0.83%
VICI C -0.81%
DVN F -0.8%
DELL C -0.77%
CVX B -0.76%
NEE D -0.71%
HBAN B -0.7%
WMT B -0.7%
CAT B -0.69%
ACI C -0.68%
RS B -0.67%
CB D -0.67%
V A -0.66%
MO A -0.66%
AMT D -0.65%
AVT C -0.65%
QCOM F -0.64%
COF B -0.61%
CHRD F -0.58%
CMC B -0.57%
LOW C -0.56%
MTG B -0.55%
CTAS B -0.52%
TEX D -0.52%
SPG C -0.51%
MGY B -0.51%
SW B -0.51%
EQIX A -0.5%
PSX C -0.47%
CBT C -0.46%
GWW A -0.46%
GS B -0.46%
NTAP C -0.44%
TMUS A -0.43%
ITW A -0.42%
MLI C -0.4%
PRU A -0.39%
R B -0.38%
UNM A -0.37%
AAPL B -0.34%
RHI C -0.33%
HD A -0.32%
AXS A -0.32%
BPOP B -0.31%
OZK B -0.29%
NUE D -0.29%
SBAC D -0.28%
JKHY D -0.27%
DTE C -0.27%
AXP A -0.27%
RDN C -0.26%
CSCO A -0.26%
MKL A -0.26%
TJX A -0.25%
LNTH D -0.25%
MSCI C -0.23%
PHM C -0.22%
UFPI B -0.21%
CFG B -0.21%
MS B -0.2%
CRBG B -0.2%
XEL A -0.18%
M D -0.17%
NXPI D -0.16%
AMAT F -0.15%
DINO F -0.14%
CMI A -0.14%
CMCSA C -0.13%
CTSH B -0.13%
PGR A -0.12%
DKS C -0.11%
EXC D -0.11%
COLB B -0.11%
WY D -0.11%
FHN B -0.1%
HRB D -0.1%
OVV C -0.08%
AEP D -0.08%
IBM C -0.07%
CCI D -0.07%
ESNT D -0.05%
WFRD F -0.05%
CHX C -0.04%
EG C -0.03%
FANG F -0.03%
SM C -0.02%
FCNCA B -0.01%
BKNG B -0.01%
WSM B -0.01%
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