What is IWM?
IWM was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 63282.83m in AUM and 1940 holdings. IWM tracks a market-cap-weighted index of US small-cap stocks. The index selects stocks ranked 1",001-3",000 by market cap.
What is FYX?
FYX was created on 2007-05-08 by First Trust. The fund's investment portfolio concentrates primarily on small cap equity. FYX tracks an index of small-cap stocks selected based on quantitatively driven growth and value factors.
Key Details
May 22, 2000
May 08, 2007
Equity
Equity
Small Cap
Small Cap
Failed to fetch security history
Holdings
iShares Russell 2000 ETF - IWM is made up of 1948 holdings. Traded Fund III First Trust Small Cap Core AlphaDEX Fund - FYX is made up of 525 holdings.
Name | Weight |
|---|---|
0.7% | |
I INSMInsmed, Inc. | 0.52% |
F FTAIFTAI Aviation Ltd. | 0.44% |
0.38% | |
S SSBSouthState Corp. | 0.38% |
0.36% | |
0.36% | |
0.36% | |
0.35% | |
0.34% | |
0.33% | |
0.31% | |
0.31% | |
P PRMBPrimo Brands Corp. | 0.31% |
0.31% | |
0.31% | |
F FNFabrinet | 0.3% |
U UFPIUFP Industries, Inc. | 0.29% |
0.29% | |
R RKLBRocket Lab USA, Inc. | 0.29% |
U UMBFUMB Financial Corp. | 0.28% |
0.28% | |
0.27% | |
0.27% | |
0.27% | |
0.26% | |
0.26% | |
0.26% | |
0.26% | |
E ESNTEssent Group Ltd. | 0.26% |
Name | Weight |
|---|---|
0.62% | |
0.51% | |
0.49% | |
L LRNStride, Inc. | 0.47% |
D DNOWDNOW, Inc. | 0.46% |
0.44% | |
0.43% | |
A AVAAvista Corp. | 0.43% |
0.42% | |
0.41% | |
0.41% | |
O OSISOSI Systems, Inc. | 0.4% |
S SPNTSiriusPoint Ltd. | 0.4% |
0.4% | |
0.39% | |
0.39% | |
0.39% | |
I IDCCInterDigital, Inc. | 0.38% |
D DOCSDoximity, Inc. | 0.38% |
A ANDEThe Andersons, Inc. | 0.38% |
S SATSEchoStar Corp. | 0.38% |
U UVVUniversal Corp. | 0.38% |
C CHWYChewy, Inc. | 0.38% |
0.38% | |
0.37% | |
0.37% | |
0.36% | |
I IMKTAIngles Markets, Inc. | 0.36% |
0.36% | |
0.36% | |
Stock Correlation
The stocks that are correlated to IWM - iShares Russell 2000 ETF are ITT, PNFP, NPO, AIT, KN
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
I ITTITT, Inc. | 81.97% | $9.18B | -14.96% | 1.21% |
| 81.04% | $6.75B | +5.97% | 1.07% | |
N NPOEnpro, Inc. | 81.00% | $3.00B | -15.82% | 0.90% |
| 80.77% | $8.09B | +7.51% | 0.78% | |
| 80.63% | $1.12B | -19.85% | 0.00% | |
| 80.31% | $2.31B | -28.51% | 0.00% | |
| 80.04% | $6.42B | -4.41% | 1.99% | |
E EVREvercore, Inc. | 79.87% | $6.41B | -15.23% | 1.95% |
| 79.71% | $3.97B | +4.92% | 3.70% | |
P PIPRPiper Sandler Cos. | 79.66% | $3.85B | +9.67% | 1.23% |
| 79.51% | $69.30B | +14.68% | 0.75% | |
| 79.34% | $3.54B | +2.78% | 2.39% | |
| 79.15% | $3.86B | +12.53% | 1.80% | |
| 79.10% | $2.22B | +36.71% | 0.00% | |
| 79.04% | $1.94B | -5.38% | 3.28% | |
A AVNTAvient Corp. | 78.97% | $2.79B | -28.52% | 3.60% |
S SSBSouthState Corp. | 78.97% | $8.26B | +0.11% | 2.72% |
| 78.88% | $5.73B | +8.32% | 3.25% | |
| 78.83% | $3.22B | -7.70% | 4.74% | |
C CADECadence Bank | 78.81% | $4.83B | -4.48% | 4.00% |
The stocks that are correlated to FYX - Traded Fund III First Trust Small Cap Core AlphaDEX Fund are PNFP, WTFC, HWC, SSB, FNB
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 84.08% | $6.75B | +5.97% | 1.07% | |
| 83.63% | $6.42B | -4.41% | 1.99% | |
| 83.20% | $3.97B | +4.92% | 3.70% | |
S SSBSouthState Corp. | 82.98% | $8.26B | +0.11% | 2.72% |
| 82.86% | $4.13B | -15.53% | 4.34% | |
| 82.77% | $3.54B | +2.78% | 2.39% | |
| 82.70% | $4.53B | -7.08% | 4.77% | |
| 82.48% | $5.73B | +8.32% | 3.25% | |
| 82.42% | $3.22B | -7.70% | 4.74% | |
C CADECadence Bank | 82.25% | $4.83B | -4.48% | 4.00% |
| 82.17% | $1.94B | -5.38% | 3.28% | |
| 82.05% | $2.90B | -4.23% | 4.06% | |
| 81.91% | $3.86B | +12.53% | 1.80% | |
| 81.86% | $1.17B | +7.69% | 3.79% | |
| 81.83% | $5.40B | +0.10% | 4.00% | |
| 81.78% | $2.22B | +36.71% | 0.00% | |
| 81.69% | $10.25B | -1.82% | 3.19% | |
A ABCBAmeris Bancorp | 81.64% | $3.51B | +8.04% | 1.41% |
| 81.40% | $1.90B | +12.85% | 1.77% | |
| 81.32% | $1.86B | -14.82% | 7.08% | |
ETF Correlation
The ETFs that are correlated to IWM - iShares Russell 2000 ETF are VTWO, SCHA, PRFZ, GSSC, DFAS
The ETFs that are correlated to FYX - Traded Fund III First Trust Small Cap Core AlphaDEX Fund are IWN, IJR, SPSM, VIOO, PRFZ
Holding Overlap
IWM - iShares Russell 2000 ETF and FYX - Traded Fund III First Trust Small Cap Core AlphaDEX Fund have a 476 holding overlap. Which accounts for a 34.8% overlap.
Number of overlapping holdings
476
% of overlapping holdings
34.77%
Name | Weight in IWM | Weight in FYX |
|---|---|---|
| 0.29% | 0.26% | |
| 0.28% | 0.39% | |
| 0.25% | 0.47% | |
| 0.23% | 0.49% | |
| 0.23% | 0.38% | |
| 0.22% | 0.13% | |
| 0.21% | 0.21% | |
| 0.20% | 0.26% | |
| 0.20% | 0.20% | |
| 0.20% | 0.34% |
News
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FYXDisclaimer
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.
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