SPY4 vs. IUSF ETF Comparison

Comparison of SPDR® S&P 400 US Mid Cap UCITS ETF (SPY4) to iShares Edge MSCI USA Size Factor UCITS ETF (IUSF)
SPY4

SPDR® S&P 400 US Mid Cap UCITS ETF

SPY4 Description

The fund seeks to replicate, before expenses, the performance of the S&P MidCap 400 index. The index covers over 7% of the U.S. equity market, and seeks to remain an accurate measure of mid-sized companies, reflecting the risk and return characteristics of the broader mid-cap universe on an on-going basis.

Grade (RS Rating)

Last Trade

£87.06

Average Daily Volume

29,058

Number of Holdings *

52

* may have additional holdings in another (foreign) market
IUSF

iShares Edge MSCI USA Size Factor UCITS ETF

IUSF Description The Fund seeks to track the performance of an index composed of smaller capitalisation companies within the MSCI USA Index universe.

Grade (RS Rating)

Last Trade

£812.38

Average Daily Volume

20,398

Number of Holdings *

97

* may have additional holdings in another (foreign) market
Performance
Period SPY4 IUSF
30 Days -6.23% -5.18%
60 Days -1.52% -0.84%
90 Days 4.82% 5.28%
12 Months 18.90% 18.21%
6 Overlapping Holdings
Symbol Grade Weight in SPY4 Weight in IUSF Overlap
0HD0 B 0.41% 0.37% 0.37%
0HEJ B 0.44% 0.27% 0.27%
0I0H F 0.33% 0.28% 0.28%
0I4X C 0.38% 0.26% 0.26%
0IRN B 0.36% 0.3% 0.3%
0LXC B 0.72% 0.37% 0.37%
SPY4 Overweight 46 Positions Relative to IUSF
Symbol Grade Weight
0M1O B 0.49%
0LFS A 0.48%
0LJN A 0.36%
0KTW B 0.34%
0HJH A 0.34%
0L73 A 0.34%
0KXS B 0.31%
0KBL D 0.29%
0JWG B 0.29%
0K58 C 0.28%
0HI1 B 0.27%
0LJE F 0.27%
0HOB A 0.26%
0HYA D 0.26%
0I8F F 0.25%
0JZH F 0.25%
0KEQ B 0.25%
0YTR D 0.24%
0L98 D 0.24%
0HCB B 0.24%
0KE0 C 0.23%
0QYL F 0.23%
0L9F C 0.22%
0HAQ D 0.21%
0LF8 F 0.21%
0KJZ A 0.21%
0KJD F 0.2%
0LVJ D 0.18%
0HYI D 0.18%
0I4A F 0.17%
0QYY F 0.17%
0ITS D 0.17%
0HWG F 0.16%
0L9O F 0.16%
0LR2 B 0.16%
RHIM B 0.15%
0LEE D 0.14%
0KFU D 0.13%
SPI B 0.13%
0KDH C 0.13%
0JVV D 0.12%
0HPH D 0.12%
0M1K A 0.12%
0HI3 F 0.11%
CRDA F 0.11%
0K8J D 0.07%
SPY4 Underweight 91 Positions Relative to IUSF
Symbol Grade Weight
0JSC D -0.42%
0K4C A -0.41%
0LC3 A -0.41%
0KSR A -0.38%
0KW4 A -0.38%
0HKE B -0.37%
0LD9 B -0.36%
0IM1 A -0.36%
0XNH A -0.35%
0JPH B -0.35%
0K6F B -0.35%
0JZ0 B -0.35%
0LW9 A -0.35%
0R3D A -0.35%
0J8Z F -0.34%
0M29 A -0.34%
0Y5X B -0.34%
FERG B -0.34%
0KS6 B -0.34%
0LEF A -0.33%
0LJL A -0.33%
0KU1 B -0.33%
0HYP A -0.33%
0LHR B -0.33%
0J76 A -0.32%
0L7G D -0.32%
0KCI C -0.32%
0JQR C -0.32%
0KBK B -0.32%
0KSJ C -0.32%
0LHS B -0.31%
0K4T B -0.31%
0KNY D -0.31%
0JW2 A -0.31%
0IUX B -0.31%
0Y5C B -0.31%
0IIR A -0.31%
0HJR B -0.31%
0HOT A -0.31%
0IHP B -0.3%
0HF7 D -0.3%
0JVI A -0.3%
0L1G C -0.3%
0II3 F -0.29%
0JCB D -0.29%
0J51 F -0.29%
0IFJ A -0.29%
0HIN D -0.29%
0HG3 D -0.29%
0J66 D -0.29%
0L77 F -0.29%
0HCH D -0.29%
0LF0 B -0.29%
0IL6 F -0.29%
0L9G D -0.29%
0KO5 B -0.28%
0ITV B -0.28%
0HQU F -0.28%
0HVF A -0.28%
0QGU D -0.28%
0L3C F -0.28%
0HTQ F -0.28%
0HQN B -0.28%
0HPW D -0.28%
0K87 A -0.28%
0IJ2 B -0.27%
0JWC F -0.27%
0J5Q C -0.27%
0IJR F -0.26%
0HOU C -0.26%
0HTG D -0.26%
0HCT A -0.26%
0RR8 D -0.26%
0L7G D -0.26%
0R1T D -0.26%
0JVD F -0.26%
0QR3 A -0.26%
0LIB F -0.26%
0LO4 B -0.26%
0L9E F -0.26%
0I77 C -0.26%
0LCX D -0.25%
0A1O F -0.25%
0IIW C -0.25%
0HC7 F -0.25%
0HE2 D -0.25%
0JSJ F -0.25%
0KX9 F -0.23%
0LSZ F -0.23%
0HGC F -0.23%
0LOZ F -0.21%
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