Investment Thesis

The iShares Russell 1000 ETF (NYSEARCA:IWB) warrants a buy rating due to its current mix of holdings, including its comparatively lower weight on several overvalued companies. While IWB has seen strong performance in comparison

 

 

IWB

EQAL

VONG

OMFL

Expense Ratio

0.15%

0.20%

0.08%

0.29%

AUM

$33.55B

$574.62M

$23.79B

$5.72B

Dividend Yield TTM

1.26%

N/A

0.51%

1.41%

Dividend Growth 5 YR CAGR

3.76%

N/A

1.30%

15.07%

 

IWB – 1,008 holdings

EQAL – 996 holdings

VONG – 443 holdings

OMFL – 377 holdings

MSFT – 6.71%

LITE – 0.60%

AAPL – 11.95%

BLDR – 1.07%

AAPL – 6.01%

JNPR – 0.59%

MSFT – 11.78%

HPE – 0.93%

NVDA – 3.45%

ANET – 0.59%

AMZN – 5.76%

WDC – 0.87%

AMZN – 3.40%

CIEN – 0.54%

NVDA – 4.95%

JBL – 0.79%

META – 2.30%

VZ – 0.50%

GOOGL – 3.49%

SYF – 0.78%

GOOGL – 1.86%

UI – 0.49%

META – 3.29%

STLD – 0.76%

GOOG – 1.58%

CMSCA – 0.49%

GOOG – 2.98%

PHM – 0.75%

BRKB – 1.57%

FYBR – 0.48%

TSLA – 2.89%

TSN – 0.73%

LLY – 1.24%

T – 0.48%

LLY – 2.08%

HPQ – 0.72%

AVGO – 1.16%

CSCO – 0.48%

AVGO – 2.03%

LDOS – 0.71%

 

 

IWB

EQAL

VONG

OMFL

P/E ratio

24.10

20.07

34.30

16.28

P/B ratio

4.28

2.19

11.4

3.00

Leave A Reply