SOLR vs. IAI ETF Comparison
Comparison of SmartETFs Sustainable Energy II ETF (SOLR) to iShares U.S. Broker-Dealers ETF (IAI)
SOLR
SmartETFs Sustainable Energy II ETF
SOLR Description
SmartETFs Sustainable Energy II ETF is an exchange traded fund launched and managed by Guinness Atkinson Asset Management, Inc. The fund is co-managed by Penserra Capital Management, LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy and sustainable energy companies sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that directly promote environmental responsibility. The fund employs fundamental analysis to create its portfolio. It employs proprietary research to create its portfolio. SmartETFs Sustainable Energy II ETF was formed on November 11, 2020 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$26.91
Average Daily Volume
604
19
IAI
iShares U.S. Broker-Dealers ETF
IAI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the investment services 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 index. It seeks to track the investment results of the Dow Jones U.S. Select Investment Services Index (the "underlying index"), which measures the performance of the investment services sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$112.07
Average Daily Volume
161,489
32
Performance
| Period | SOLR | IAI |
|---|---|---|
| 30 Days | -3.16% | -2.72% |
| 60 Days | -1.23% | 1.74% |
| 90 Days | 2.87% | 5.65% |
| 12 Months | -9.58% | 28.48% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SOLR | Weight in IAI | Overlap |
|---|
SOLR Overweight 19 Positions Relative to IAI
SOLR Underweight 32 Positions Relative to IAI
| Symbol | Grade | Weight | |
|---|---|---|---|
| GS | A | -14.23% | |
| SPGI | C | -13.66% | |
| MS | A | -11.64% | |
| SCHW | A | -7.54% | |
| CME | C | -4.3% | |
| MCO | C | -4.29% | |
| ICE | C | -4.16% | |
| COIN | D | -3.85% | |
| MSCI | F | -3.82% | |
| RJF | B | -3.76% | |
| NDAQ | B | -3.73% | |
| LPLA | A | -3.3% | |
| FDS | D | -2.61% | |
| IBKR | A | -2.03% | |
| TW | B | -1.94% | |
| HOOD | D | -1.41% | |
| SF | A | -1.35% | |
| MKTX | F | -1.26% | |
| MORN | D | -1.22% | |
| JEF | B | -1.21% | |
| HLI | A | -1.1% | |
| EVR | C | -1.04% | |
| LAZ | D | -0.73% | |
| PIPR | A | -0.51% | |
| VIRT | A | -0.34% | |
| SNEX | A | -0.34% | |
| PJT | D | -0.34% | |
| DFIN | B | -0.27% | |
| MC | D | -0.23% | |
| BGC | A | -0.21% | |
| RILY | B | -0.11% | |
| LPRO | F | -0.1% |
SOLR: Top Represented Industries & Keywords
IAI: Top Represented Industries & Keywords
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