SJIM vs. IAT ETF Comparison

Comparison of Inverse Cramer Tracker ETF (SJIM) to iShares U.S. Regional Banks ETF (IAT)

SJIM

Inverse Cramer Tracker ETF

SJIM Description

The fund is an actively managed exchange traded fund that seeks to achieve its investment objective by engaging in transactions designed to perform the opposite of the return of the investments recommended by television personality Jim Cramer ("Cramer").

Grade (RS Rating)

Last Trade

$19.78

Average Daily Volume

1,595

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

IAT

iShares U.S. Regional Banks ETF

IAT Description

The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$41.72

Average Daily Volume

219,965

Number of Holdings ^*

35

* may have additional holdings in another (foreign) market

Performance

Period	SJIM	IAT
30 Days	-4.11%	-2.93%
60 Days	-7.60%	6.10%
90 Days	-7.16%	-0.30%
12 Months		26.40%

1 Overlapping Holdings

	Symbol	Grade	Weight in SJIM	Weight in IAT	Overlap
	KEY	C	3.22%	3.1%	3.1%

SJIM Overweight 9 Positions Relative to IAT

	Symbol	Grade	Weight
	USO	A	5.1%
	BITO	D	5.0%
	NFLX	D	3.47%
	AA	A	3.23%
	VZ	D	3.2%
	SBSW	C	3.2%
	CVX	A	3.15%
	WFC	A	3.1%
	LLY	D	3.07%

SJIM Underweight 34 Positions Relative to IAT

	Symbol	Grade	Weight
	USB	C	-14.12%
	PNC	A	-13.89%
	TFC	A	-11.47%
	FITB	A	-5.59%
	MTB	A	-4.62%
	HBAN	A	-4.44%
	FCNCA	A	-4.34%
	RF	B	-4.02%
	CFG	A	-3.66%
	EWBC	B	-2.39%
	FHN	B	-1.87%
	WBS	D	-1.74%
	CFR	B	-1.65%
	CMA	A	-1.56%
	CBSH	A	-1.47%
	WAL	C	-1.46%
	BPOP	A	-1.43%
	ZION	B	-1.39%
	PNFP	C	-1.39%
	WTFC	B	-1.37%
	SSB	D	-1.36%
	PB	B	-1.32%
	SNV	C	-1.2%
	FNB	B	-1.1%
	OZK	A	-1.09%
	UBSI	D	-1.05%
	HOMB	A	-1.04%
	GBCI	C	-0.96%
	FFIN	C	-0.88%
	UMBF	A	-0.82%
	VLY	F	-0.76%
	BOKF	A	-0.56%
	NYCB	F	-0.52%
	TFSL	D	-0.14%

SJIM: Top Represented Industries & Keywords

Industries: Aluminum Banks - Global Banks - Regional - US Drug Manufacturers - Major Gold Media - Diversified Oil & Gas Integrated Telecom Services

Keywords: S&P 500 Cash Management Bank Banking Commercial Bank Consumer Electronics Corporate Banking Corporate Banking Services Crude Oil Dow Jones Component Exchange Traded Fund Investment Banking Mining Natural Gas Petroleum Access Devices Affordable Housing Alloys Alternative Fuel Aluminium

IAT: Top Represented Industries & Keywords

Industries: Banks - Regional - US Banks - Global Savings & Cooperative Banks

Keywords: Bank Banking Commercial Banking Deposit Products Real Estate Loans Cash Management Cash Management Services S&P 500 Trust Services Commercial Bank Internet Banking Deposit Services Asset Management Banking Services Financial Products Investment Bank Individual Retirement Account Investment Banking Mobile Banking Mortgage Banking