CFA was created on 2014-07-02 by VictoryShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 462.09m in AUM and 501 holdings. CFA tracks an index of the largest US stocks by market cap", screened for positive earnings and weighted by volatility.
IWS was created on 2001-07-17 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 11657.2m in AUM and 713 holdings. IWS tracks an index of US mid-cap value stocks. The index selects from the bottom 80% of the Russell 1000", screened for value factors.
Key Details
Jul 02, 2014
Jul 17, 2001
Equity
Equity
Large Cap
Mid Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FMTO | -15.63% | $269.10K | -99.85% | 0.00% |
CBOE | -7.36% | $22.82B | +23.17% | 1.12% |
STG | -6.16% | $24.34M | -44.42% | 0.00% |
VSA | -4.92% | $3.98M | -79.11% | 0.00% |
K | -3.77% | $28.41B | +46.76% | 2.76% |
LITB | -2.87% | $34.18M | -60.79% | 0.00% |
VRCA | -1.29% | $43.98M | -93.21% | 0.00% |
CYCN | -0.23% | $7.26M | -16.72% | 0.00% |
VHC | -0.14% | $36.41M | +51.37% | 0.00% |
VSTA | 1.41% | $386.83M | +28.67% | 0.00% |
ZCMD | 1.96% | $30.26M | -12.41% | 0.00% |
DG | 2.09% | $19.65B | -38.15% | 2.66% |
ASPS | 2.53% | $72.69M | -44.67% | 0.00% |
SYPR | 2.81% | $40.29M | +4.17% | 0.00% |
NEOG | 2.92% | $998.37M | -62.11% | 0.00% |
LTM | 3.12% | $9.14B | -97.17% | 3.18% |
SRRK | 3.55% | $2.82B | +117.23% | 0.00% |
CYD | 3.70% | $579.37M | +70.64% | 2.62% |
NEUE | 4.13% | $56.43M | +11.64% | 0.00% |
UUU | 4.17% | $4.58M | +24.33% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
RSP | 99.03% | $67.79B | 0.2% | |
GSEW | 98.74% | $1.06B | 0.09% | |
FEX | 98.68% | $1.17B | 0.6% | |
IWD | 98.45% | $59.29B | 0.19% | |
VO | 98.37% | $71.17B | 0.04% | |
PRF | 98.26% | $7.19B | 0.33% | |
VONV | 98.24% | $10.93B | 0.07% | |
IWS | 98.13% | $12.53B | 0.23% | |
SCHV | 98.02% | $11.30B | 0.04% | |
IWR | 98.01% | $36.87B | 0.19% | |
FNDX | 97.90% | $16.33B | 0.25% | |
DTD | 97.70% | $1.26B | 0.28% | |
VTV | 97.64% | $126.80B | 0.04% | |
SIZE | 97.54% | $302.81M | 0.15% | |
VOE | 97.45% | $16.44B | 0.07% | |
JHMM | 97.39% | $3.66B | 0.42% | |
TDVG | 97.26% | $754.61M | 0.5% | |
USMF | 97.18% | $355.47M | 0.28% | |
PY | 97.10% | $285.46M | 0.15% | |
IUSV | 97.05% | $19.16B | 0.04% |
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FMTO | -15.01% | $269.10K | -99.85% | 0.00% |
STG | -6.67% | $24.34M | -44.42% | 0.00% |
CBOE | -5.47% | $22.82B | +23.17% | 1.12% |
VSA | -5.36% | $3.98M | -79.11% | 0.00% |
VRCA | -4.32% | $43.98M | -93.21% | 0.00% |
K | -2.97% | $28.41B | +46.76% | 2.76% |
CYCN | -1.26% | $7.26M | -16.72% | 0.00% |
LITB | -0.35% | $34.18M | -60.79% | 0.00% |
NEOG | 0.06% | $998.37M | -62.11% | 0.00% |
ZCMD | 1.13% | $30.26M | -12.41% | 0.00% |
ASPS | 1.20% | $72.69M | -44.67% | 0.00% |
DG | 1.53% | $19.65B | -38.15% | 2.66% |
SRRK | 1.56% | $2.82B | +117.23% | 0.00% |
VHC | 1.95% | $36.41M | +51.37% | 0.00% |
VSTA | 2.12% | $386.83M | +28.67% | 0.00% |
LTM | 2.41% | $9.14B | -97.17% | 3.18% |
SYPR | 2.50% | $40.29M | +4.17% | 0.00% |
GORV | 3.35% | $25.33M | -92.97% | 0.00% |
UUU | 3.59% | $4.58M | +24.33% | 0.00% |
CYD | 3.61% | $579.37M | +70.64% | 2.62% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
NEOG | 0.06% | $998.37M | -62.11% | 0.00% |
LITB | -0.35% | $34.18M | -60.79% | 0.00% |
ZCMD | 1.13% | $30.26M | -12.41% | 0.00% |
ASPS | 1.20% | $72.69M | -44.67% | 0.00% |
CYCN | -1.26% | $7.26M | -16.72% | 0.00% |
DG | 1.53% | $19.65B | -38.15% | 2.66% |
SRRK | 1.56% | $2.82B | +117.23% | 0.00% |
VHC | 1.95% | $36.41M | +51.37% | 0.00% |
VSTA | 2.12% | $386.83M | +28.67% | 0.00% |
LTM | 2.41% | $9.14B | -97.17% | 3.18% |
SYPR | 2.50% | $40.29M | +4.17% | 0.00% |
K | -2.97% | $28.41B | +46.76% | 2.76% |
GORV | 3.35% | $25.33M | -92.97% | 0.00% |
UUU | 3.59% | $4.58M | +24.33% | 0.00% |
CYD | 3.61% | $579.37M | +70.64% | 2.62% |
RLX | 4.06% | $1.62B | -5.62% | 0.59% |
CPSH | 4.06% | $21.21M | -16.09% | 0.00% |
QXO | 4.21% | $5.84B | -86.28% | 0.00% |
PRPO | 4.25% | $8.29M | -17.82% | 0.00% |
NEUE | 4.26% | $56.43M | +11.64% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SHM | -0.03% | $3.38B | 0.2% | |
SMB | 0.03% | $263.52M | 0.07% | |
BWX | -0.11% | $1.05B | 0.35% | |
TYA | -0.18% | $155.03M | 0.15% | |
BWZ | -0.25% | $207.18M | 0.35% | |
FXE | 0.29% | $407.78M | 0.4% | |
FLMI | -0.30% | $596.94M | 0.3% | |
BSV | -0.32% | $35.89B | 0.03% | |
TPMN | -0.52% | $31.19M | 0.65% | |
FMHI | 0.58% | $736.03M | 0.7% | |
LGOV | -0.71% | $687.30M | 0.67% | |
IBTP | -1.03% | $119.28M | 0.07% | |
UDN | 1.09% | $105.68M | 0.78% | |
IBTM | -1.28% | $314.72M | 0.07% | |
EQLS | -1.38% | $4.99M | 1% | |
CARY | 1.39% | $347.36M | 0.8% | |
SMMU | 1.52% | $687.34M | 0.35% | |
JPLD | 1.62% | $1.16B | 0.24% | |
IBTO | 1.66% | $331.15M | 0.07% | |
SCHR | -1.85% | $10.48B | 0.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 86.08% | $73.18B | +25.17% | 0.68% |
ITT | 84.04% | $10.27B | +1.33% | 1.03% |
BNT | 83.88% | $9.82B | +25.07% | 0.00% |
SEIC | 82.74% | $9.07B | +8.10% | 1.32% |
PFG | 82.48% | $16.12B | -8.72% | 4.01% |
PH | 82.34% | $72.04B | +3.49% | 1.16% |
JHG | 82.04% | $4.81B | -0.62% | 5.05% |
MET | 81.12% | $48.84B | +4.03% | 3.01% |
GS | 80.82% | $155.10B | +23.55% | 2.33% |
AVNT | 80.70% | $2.82B | -26.87% | 3.41% |
STT | 80.38% | $22.98B | +9.37% | 3.70% |
DOV | 80.26% | $22.20B | -4.45% | 1.27% |
SF | 80.23% | $8.68B | +12.42% | 2.04% |
BLK | 80.08% | $134.21B | +14.86% | 2.35% |
BX | 80.04% | $157.67B | +5.02% | 3.04% |
ITW | 80.01% | $67.42B | -7.91% | 2.55% |
AXP | 79.99% | $177.32B | +16.19% | 1.14% |
FTV | 79.86% | $22.12B | -18.95% | 0.49% |
JEF | 79.64% | $8.79B | +3.42% | 3.25% |
PRI | 79.40% | $8.44B | +20.54% | 1.40% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VHC | -0.14% | $36.41M | +51.37% | 0.00% |
CYCN | -0.23% | $7.26M | -16.72% | 0.00% |
VRCA | -1.29% | $43.98M | -93.21% | 0.00% |
VSTA | 1.41% | $386.83M | +28.67% | 0.00% |
ZCMD | 1.96% | $30.26M | -12.41% | 0.00% |
DG | 2.09% | $19.65B | -38.15% | 2.66% |
ASPS | 2.53% | $72.69M | -44.67% | 0.00% |
SYPR | 2.81% | $40.29M | +4.17% | 0.00% |
LITB | -2.87% | $34.18M | -60.79% | 0.00% |
NEOG | 2.92% | $998.37M | -62.11% | 0.00% |
LTM | 3.12% | $9.14B | -97.17% | 3.18% |
SRRK | 3.55% | $2.82B | +117.23% | 0.00% |
CYD | 3.70% | $579.37M | +70.64% | 2.62% |
K | -3.77% | $28.41B | +46.76% | 2.76% |
NEUE | 4.13% | $56.43M | +11.64% | 0.00% |
UUU | 4.17% | $4.58M | +24.33% | 0.00% |
DOGZ | 4.81% | $215.79M | +120.70% | 0.00% |
BTCT | 4.92% | $16.73M | +20.22% | 0.00% |
VSA | -4.92% | $3.98M | -79.11% | 0.00% |
QXO | 5.32% | $5.84B | -86.28% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
RSP | 98.82% | $67.79B | 0.2% | |
IWR | 98.64% | $36.87B | 0.19% | |
JHMM | 98.52% | $3.66B | 0.42% | |
NUMV | 98.14% | $343.71M | 0.31% | |
CFA | 98.13% | $492.90M | 0.35% | |
FLQM | 98.12% | $1.42B | 0.3% | |
GSEW | 98.01% | $1.06B | 0.09% | |
VOE | 97.93% | $16.44B | 0.07% | |
VO | 97.87% | $71.17B | 0.04% | |
DON | 97.81% | $3.37B | 0.38% | |
IWD | 97.69% | $59.29B | 0.19% | |
FEX | 97.62% | $1.17B | 0.6% | |
SIZE | 97.60% | $302.81M | 0.15% | |
VONV | 97.50% | $10.93B | 0.07% | |
SCHM | 97.37% | $10.23B | 0.04% | |
VBR | 97.32% | $26.26B | 0.07% | |
MDY | 97.30% | $20.77B | 0.24% | |
SPMD | 97.27% | $11.36B | 0.03% | |
IJH | 97.25% | $84.12B | 0.05% | |
IVOO | 97.18% | $2.34B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -77.14% | $110.17M | 0.59% | |
VIXY | -72.76% | $195.31M | 0.85% | |
BTAL | -57.71% | $406.36M | 1.43% | |
IVOL | -37.00% | $313.84M | 1.02% | |
FTSD | -29.22% | $219.63M | 0.25% | |
XONE | -25.09% | $626.75M | 0.03% | |
SPTS | -18.59% | $5.85B | 0.03% | |
BILS | -18.29% | $3.88B | 0.1356% | |
SCHO | -15.82% | $10.93B | 0.03% | |
UTWO | -15.37% | $376.17M | 0.15% | |
FXY | -15.25% | $839.80M | 0.4% | |
TBLL | -15.19% | $2.55B | 0.08% | |
SHYM | -15.00% | $301.15M | 0.35% | |
XHLF | -14.89% | $1.06B | 0.03% | |
VGSH | -14.75% | $22.83B | 0.03% | |
USDU | -14.44% | $215.45M | 0.5% | |
GBIL | -12.06% | $6.25B | 0.12% | |
KCCA | -11.41% | $97.18M | 0.87% | |
ULST | -9.23% | $624.74M | 0.2% | |
BSMW | -9.19% | $101.63M | 0.18% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -80.17% | $110.17M | 0.59% | |
VIXY | -73.99% | $195.31M | 0.85% | |
BTAL | -53.36% | $406.36M | 1.43% | |
IVOL | -36.06% | $313.84M | 1.02% | |
FTSD | -31.81% | $219.63M | 0.25% | |
XONE | -25.30% | $626.75M | 0.03% | |
SPTS | -20.52% | $5.85B | 0.03% | |
BILS | -19.07% | $3.88B | 0.1356% | |
FXY | -16.76% | $839.80M | 0.4% | |
UTWO | -16.69% | $376.17M | 0.15% | |
SHYM | -15.82% | $301.15M | 0.35% | |
SCHO | -15.60% | $10.93B | 0.03% | |
XHLF | -15.46% | $1.06B | 0.03% | |
VGSH | -15.45% | $22.83B | 0.03% | |
TBLL | -14.84% | $2.55B | 0.08% | |
GBIL | -12.67% | $6.25B | 0.12% | |
USDU | -12.52% | $215.45M | 0.5% | |
KCCA | -12.19% | $97.18M | 0.87% | |
BSMW | -10.66% | $101.63M | 0.18% | |
ULST | -9.34% | $624.74M | 0.2% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IBTL | -0.18% | $359.94M | 0.07% | |
IBTP | 0.26% | $119.28M | 0.07% | |
SCHR | -0.33% | $10.48B | 0.03% | |
IBTM | 0.34% | $314.72M | 0.07% | |
BSV | 0.56% | $35.89B | 0.03% | |
BUXX | -0.58% | $264.44M | 0.25% | |
CARY | 1.01% | $347.36M | 0.8% | |
FLMI | 1.13% | $596.94M | 0.3% | |
LGOV | 1.15% | $687.30M | 0.67% | |
SPTI | -1.32% | $7.87B | 0.03% | |
VGIT | -1.52% | $31.69B | 0.04% | |
TYA | 1.56% | $155.03M | 0.15% | |
SHY | -1.70% | $24.00B | 0.15% | |
SMB | 1.86% | $263.52M | 0.07% | |
IBTK | -1.99% | $416.37M | 0.07% | |
JPST | 1.99% | $29.71B | 0.18% | |
FMHI | 2.04% | $736.03M | 0.7% | |
SHYD | 2.12% | $315.30M | 0.35% | |
BWX | 2.15% | $1.05B | 0.35% | |
SHM | 2.34% | $3.38B | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 86.76% | $73.18B | +25.17% | 0.68% |
ITT | 85.12% | $10.27B | +1.33% | 1.03% |
BNT | 84.11% | $9.82B | +25.07% | 0.00% |
AVNT | 83.56% | $2.82B | -26.87% | 3.41% |
SEIC | 82.81% | $9.07B | +8.10% | 1.32% |
PH | 82.21% | $72.04B | +3.49% | 1.16% |
PFG | 82.11% | $16.12B | -8.72% | 4.01% |
JHG | 81.97% | $4.81B | -0.62% | 5.05% |
FTV | 81.65% | $22.12B | -18.95% | 0.49% |
APAM | 81.57% | $2.44B | -16.36% | 8.45% |
DOV | 81.47% | $22.20B | -4.45% | 1.27% |
STT | 81.42% | $22.98B | +9.37% | 3.70% |
ITW | 81.06% | $67.42B | -7.91% | 2.55% |
DCI | 80.86% | $7.46B | -13.22% | 1.73% |
AWI | 80.53% | $5.81B | +16.56% | 0.87% |
BX | 80.52% | $157.67B | +5.02% | 3.04% |
SF | 80.17% | $8.68B | +12.42% | 2.04% |
MET | 79.99% | $48.84B | +4.03% | 3.01% |
JEF | 79.96% | $8.79B | +3.42% | 3.25% |
FLS | 79.90% | $5.56B | -7.62% | 1.99% |
CFA - VictoryShares US 500 Volatility Wtd ETF and IWS - iShares Russell Mid Cap Value ETF have a 260 holding overlap. Which accounts for a 43.4% overlap.
Number of overlapping holdings
260
% of overlapping holdings
43.41%
Name | Weight in CFA | Weight in IWS |
---|---|---|
0.42% | 0.19% | |
0.38% | 0.30% | |
0.36% | 0.43% | |
0.36% | 0.27% | |
0.36% | 0.33% | |
0.36% | 0.48% | |
0.35% | 0.23% | |
0.34% | 0.16% | |
0.34% | 0.58% | |
0.33% | 0.34% |
VictoryShares US 500 Volatility Wtd ETF - CFA is made up of 500 holdings. iShares Russell Mid Cap Value ETF - IWS is made up of 716 holdings.
Name | Weight |
---|---|
![]() | 0.42% |
0.4% | |
![]() | 0.38% |
0.38% | |
0.37% | |
0.37% | |
0.36% | |
0.36% | |
0.36% | |
0.36% | |
![]() | 0.36% |
0.36% | |
0.36% | |
0.35% | |
0.35% | |
0.35% | |
0.35% | |
0.34% | |
![]() | 0.34% |
0.33% | |
0.33% | |
0.33% | |
0.33% | |
0.33% | |
0.33% | |
0.33% | |
0.32% | |
![]() | 0.32% |
0.32% | |
0.32% |
Name | Weight |
---|---|
0.96% | |
0.89% | |
0.84% | |
![]() | 0.75% |
0.7% | |
0.66% | |
![]() | 0.65% |
0.62% | |
0.61% | |
0.59% | |
![]() | 0.58% |
0.57% | |
![]() | 0.55% |
0.55% | |
0.54% | |
0.52% | |
0.52% | |
![]() | 0.51% |
0.51% | |
0.5% | |
0.49% | |
0.49% | |
0.48% | |
0.48% | |
0.48% | |
0.47% | |
![]() | 0.47% |
![]() | 0.46% |
0.46% | |
![]() | 0.45% |