SIBAX
Sit Balanced
1W: -0.7%
1M: -1.1%
3M: -0.4%
YTD: +2.9%
1Y: +2.6%
3Y: +50.9%
5Y: +34.3%
$40.31
+0.24 (+0.60%)
Weekly Expected Move ±1.1%
$39
$40
$40
$41
$41
Similar ETFs
20 peers by holdings overlap (211 holdings)
BUFEX
Buffalo Blue Chip Growth Fund Investor Class
58.8%
Shared33 holdings
Total86
AUM$194M
Price$65.83
QGRPX
UBS US Quality Growth At Rsnbl Prc P
57.9%
Shared21 holdings
Total31
AUM$314M
Price$19.70
SWANX
Schwab Core Equity
57.7%
Shared21 holdings
Total58
AUM$1.5B
Price$26.86
SWLSX
Schwab Large-Cap Growth
57.6%
Shared20 holdings
Total55
AUM$674M
Price$48.08
CVTRX
Calamos Growth & Income Fund Class A
57.2%
Shared33 holdings
Total89
AUM$3.5B
Price$59.90
FFA
First Trust Enhanced Equity Income Fund
55.1%
Shared43 holdings
Total62
AUM$444M
Price$22.21
TWCGX
American Century Growth Investor Class
55.1%
Shared20 holdings
Total72
AUM$16.0B
Price$62.16
FSPGX
Fidelity Large Cap Growth Idx
54.6%
Shared38 holdings
Total386
AUM$49.5B
Price$49.87
PRGFX
T. Rowe Price Growth Stock Fund
54.5%
Shared21 holdings
Total67
AUM$90.6B
Price$114.70
TRLGX
T. Rowe Price Large-Cap Growth Fund I Class
54.4%
Shared16 holdings
Total48
AUM$40.2B
Price$90.79
SWLGX
Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund
54.4%
Shared38 holdings
Total385
AUM$5.3B
Price$18.90
CSQ
Calamos Strategic Total Return Fund
54.0%
Shared33 holdings
Total152
AUM$3.3B
Price$20.47
JPGSX
JPMorgan U.S. GARP Equity Fund Class I
53.8%
Shared28 holdings
Total91
AUM$1.6B
Price$71.29
HNASX
Homestead Fds, Inc. Growth Fund
53.8%
Shared16 holdings
Total50
AUM$459M
Price$19.74
AFDIX
American Century Large Cap Equity Inv
53.7%
Shared33 holdings
Total99
AUM$3.1B
Price$52.65
SGGAX
DWS Large Cap Focus Growth Fund - Class A
53.6%
Shared16 holdings
Total56
AUM$428M
Price$87.69
AWEIX
CIBC Atlas Disciplined Equity Fund Institutional Class
53.5%
Shared24 holdings
Total66
AUM$1.4B
Price$32.29
TWBIX
American Century Balanced Fund
52.9%
Shared33 holdings
Total101
AUM$913M
Price$21.92
SHAPX
ClearBridge Appreciation A
52.8%
Shared25 holdings
Total59
AUM$9.7B
Price$37.38
NGUAX
Neuberger Large Cap Growth Fund Investor Class
52.7%
Shared21 holdings
Total49
AUM$2.8B
Price$32.74
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SIBAX | $76M | 71 | 34.7% | 15.1 | 4.7 | 4.9 | 36.8% | 32.5% | 1.38% | +21.0% | +48.5% | 58.3 | 6.4 |
| BUFEX | $194M | 86 | 54.1% | 9.9 | 3.1 | 3.4 | 36.7% | 34.3% | 0.77% | +21.6% | +47.4% | 61.0 | 6.3 |
| QGRPX | $314M | 31 | 64.7% | 5.6 | 1.9 | 2.3 | 39.3% | 41.9% | 0.75% | +20.1% | +43.6% | 67.0 | 6.7 |
| SWANX | $1.5B | 58 | 55.9% | 14.6 | 4.5 | 4.7 | 36.3% | 32.0% | 1.24% | +17.0% | +42.6% | 60.0 | 6.3 |
| SWLSX | $674M | 55 | 59.7% | 16.7 | 5.4 | 5.3 | 38.3% | 31.5% | 0.66% | +27.8% | +45.5% | 60.8 | 6.4 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| TWCGX | $16.0B | 72 | 64.8% | 12.1 | 4.0 | 4.4 | 38.9% | 36.1% | 0.58% | +24.4% | +47.6% | 61.1 | 6.4 |
| FSPGX | $49.5B | 386 | 60.7% | 15.5 | 4.9 | 4.9 | 37.6% | 31.7% | 0.68% | +25.7% | +46.4% | 59.2 | 6.3 |
| PRGFX | $90.6B | 67 | 62.8% | 10.8 | 3.5 | 3.9 | 38.0% | 36.3% | 0.61% | +25.4% | +48.2% | 61.8 | 6.3 |
| TRLGX | $40.2B | 48 | 59.1% | 13.9 | 4.5 | 4.6 | 38.1% | 33.4% | 0.49% | +24.1% | +50.6% | 64.0 | 6.5 |