IYT vs. LCG ETF Comparison

Comparison of iShares Transportation AverageETF (IYT) to Sterling Capital Focus Equity ETF (LCG)
IYT

iShares Transportation AverageETF

IYT Description

The investment seeks to track the investment results of an index composed of U.S. equities in the transportation 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 Transportation Average Index (the "underlying index"), which measures the performance of the transportation sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$72.86

Average Daily Volume

476,483

Number of Holdings *

44

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

Sterling Capital Focus Equity ETF

LCG Description Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuations

Grade (RS Rating)

Last Trade

$30.19

Average Daily Volume

7,708

Number of Holdings *

19

* may have additional holdings in another (foreign) market
Performance
Period IYT LCG
30 Days 3.35% 5.47%
60 Days 8.62% 4.57%
90 Days 9.20% 6.34%
12 Months 21.50% 16.91%
2 Overlapping Holdings
Symbol Grade Weight in IYT Weight in LCG Overlap
ODFL C 4.83% 3.72% 3.72%
SAIA B 2.36% 4.47% 2.36%
IYT Overweight 42 Positions Relative to LCG
Symbol Grade Weight
UBER F 16.35%
UNP C 15.87%
UPS C 7.9%
DAL B 5.83%
UAL A 4.76%
CSX C 4.37%
NSC B 4.25%
FDX B 4.06%
LUV C 3.12%
XPO B 2.87%
EXPD C 2.72%
JBHT C 2.52%
CHRW B 2.08%
KNX C 1.49%
AAL B 1.48%
KEX B 1.23%
GXO B 1.17%
R B 1.16%
LSTR D 1.1%
LYFT C 1.08%
ALK B 1.06%
MATX C 0.9%
SKYW B 0.73%
RXO D 0.62%
JOBY B 0.49%
HUBG A 0.49%
ARCB C 0.45%
WERN C 0.42%
JBLU F 0.31%
CAR C 0.28%
SNDR B 0.24%
ALGT B 0.18%
ATSG A 0.18%
MRTN D 0.17%
FIP D 0.16%
GNK D 0.12%
FWRD D 0.11%
UHAL D 0.11%
SNCY C 0.1%
HTLD C 0.09%
CVLG B 0.08%
HTZ C 0.07%
IYT Underweight 17 Positions Relative to LCG
Symbol Grade Weight
SHOP B -9.42%
SPGI C -7.79%
CSGP D -6.38%
AMZN C -4.83%
IDXX F -4.81%
GOOG C -4.7%
VEEV C -4.49%
MDB B -4.44%
MSCI C -4.36%
HUBS A -3.87%
NOW A -3.68%
WDAY B -3.63%
ASML F -3.56%
TEAM A -3.36%
CDNS B -3.14%
SNPS B -3.12%
MSFT D -3.08%
Compare ETFs