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      ESG vs. IVE ETF Comparison

      Comparison of FlexShares STOXX US ESG Impact Index Fund (ESG) to iShares S&P 500 Value ETF (IVE)
      ESG

      FlexShares STOXX US ESG Impact Index Fund

      ESG Description

      The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

      Grade (RS Rating)

      Last Trade

      $140.22

      Average Daily Volume

      4,414

      Number of Holdings *

      259

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

      iShares S&P 500 Value ETF

      IVE Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $203.74

      Average Daily Volume

      513,295

      Number of Holdings *

      436

      * may have additional holdings in another (foreign) market
      Performance
      Period ESG IVE
      30 Days 3.59% 2.72%
      60 Days 3.59% 3.94%
      90 Days 6.22% 6.02%
      12 Months 27.36% 26.65%
      202 Overlapping Holdings
      Symbol Grade Weight in ESG Weight in IVE Overlap
      A D 0.06% 0.17% 0.06%
      ABT B 0.66% 0.95% 0.66%
      ACN C 1.12% 0.48% 0.48%
      ADM D 0.08% 0.12% 0.08%
      ADP B 0.5% 0.35% 0.35%
      ADSK A 0.33% 0.15% 0.15%
      AEP D 0.2% 0.24% 0.2%
      AES F 0.04% 0.05% 0.04%
      AFL B 0.23% 0.26% 0.23%
      AIG B 0.08% 0.23% 0.08%
      AJG B 0.16% 0.15% 0.15%
      AKAM D 0.03% 0.03% 0.03%
      ALL A 0.08% 0.24% 0.08%
      AMT D 0.37% 0.25% 0.25%
      AON A 0.27% 0.19% 0.19%
      APTV D 0.04% 0.07% 0.04%
      ARE D 0.05% 0.08% 0.05%
      AWK D 0.13% 0.12% 0.12%
      AZO C 0.09% 0.08% 0.08%
      BAC A 1.03% 1.48% 1.03%
      BALL D 0.07% 0.09% 0.07%
      BAX D 0.04% 0.08% 0.04%
      BBY D 0.09% 0.09% 0.09%
      BDX F 0.11% 0.31% 0.11%
      BG F 0.03% 0.06% 0.03%
      BK A 0.23% 0.27% 0.23%
      BKR B 0.1% 0.2% 0.1%
      BLK C 0.72% 0.68% 0.68%
      BMY B 0.39% 0.54% 0.39%
      BR A 0.09% 0.05% 0.05%
      BRK.A B 3.02% 4.04% 3.02%
      BSX B 0.21% 0.27% 0.21%
      C A 0.64% 0.62% 0.62%
      CAG D 0.03% 0.06% 0.03%
      CAH B 0.09% 0.14% 0.09%
      CAT B 0.31% 0.37% 0.31%
      CB C 0.26% 0.51% 0.26%
      CBRE B 0.2% 0.18% 0.18%
      CCL B 0.08% 0.03% 0.03%
      CEG D 0.18% 0.18% 0.18%
      CI F 0.3% 0.42% 0.3%
      CL D 0.31% 0.22% 0.22%
      CLX B 0.1% 0.1% 0.1%
      CMI A 0.17% 0.23% 0.17%
      CMS C 0.05% 0.1% 0.05%
      COST B 1.01% 1.09% 1.01%
      CSCO B 0.96% 1.09% 0.96%
      CTAS B 0.37% 0.16% 0.16%
      CTSH B 0.1% 0.18% 0.1%
      CTVA C 0.06% 0.18% 0.06%
      CVS D 0.28% 0.31% 0.28%
      CVX A 1.36% 1.29% 1.29%
      D C 0.08% 0.23% 0.08%
      DD D 0.12% 0.16% 0.12%
      DE A 0.44% 0.21% 0.21%
      DFS B 0.18% 0.1% 0.1%
      DG F 0.02% 0.08% 0.02%
      DIS B 0.81% 0.98% 0.81%
      DLTR F 0.04% 0.06% 0.04%
      DOC D 0.08% 0.07% 0.07%
      DOV A 0.05% 0.13% 0.05%
      DOW F 0.1% 0.15% 0.1%
      DPZ C 0.04% 0.04% 0.04%
      DUK C 0.21% 0.41% 0.21%
      EA A 0.13% 0.1% 0.1%
      EBAY D 0.1% 0.14% 0.1%
      ECL D 0.17% 0.14% 0.14%
      ED D 0.05% 0.16% 0.05%
      EIX B 0.13% 0.15% 0.13%
      EL F 0.06% 0.07% 0.06%
      ELV F 0.39% 0.44% 0.39%
      EMR A 0.12% 0.34% 0.12%
      ESS B 0.06% 0.09% 0.06%
      ETR B 0.08% 0.15% 0.08%
      EW C 0.13% 0.12% 0.12%
      EXPD D 0.03% 0.05% 0.03%
      FCX D 0.15% 0.14% 0.14%
      FDS B 0.1% 0.05% 0.05%
      FDX B 0.22% 0.31% 0.22%
      FFIV B 0.02% 0.07% 0.02%
      FITB A 0.08% 0.15% 0.08%
      GEHC F 0.17% 0.18% 0.17%
      GEN B 0.07% 0.08% 0.07%
      GILD C 0.28% 0.52% 0.28%
      GIS D 0.18% 0.16% 0.16%
      GLW B 0.06% 0.17% 0.06%
      GM B 0.32% 0.3% 0.3%
      GS A 0.92% 0.88% 0.88%
      GWW B 0.17% 0.06% 0.06%
      HBAN A 0.06% 0.12% 0.06%
      HD A 0.99% 1.2% 0.99%
      HIG B 0.14% 0.16% 0.14%
      HOLX D 0.06% 0.09% 0.06%
      HPE B 0.12% 0.13% 0.12%
      HPQ B 0.17% 0.17% 0.17%
      HST C 0.02% 0.02% 0.02%
      HSY F 0.1% 0.07% 0.07%
      IBM C 0.95% 0.89% 0.89%
      ICE C 0.44% 0.42% 0.42%
      IDXX F 0.06% 0.07% 0.06%
      IEX B 0.04% 0.08% 0.04%
      INTC D 0.53% 0.49% 0.49%
      IPG D 0.06% 0.05% 0.05%
      IQV D 0.12% 0.1% 0.1%
      IRM D 0.13% 0.08% 0.08%
      ITW B 0.13% 0.19% 0.13%
      JBL B 0.03% 0.03% 0.03%
      JNJ D 1.79% 1.74% 1.74%
      JPM A 3.38% 3.28% 3.28%
      K A 0.09% 0.1% 0.09%
      KDP D 0.06% 0.17% 0.06%
      KEY B 0.05% 0.08% 0.05%
      KHC F 0.09% 0.13% 0.09%
      KMB D 0.22% 0.21% 0.21%
      KO D 1.2% 0.69% 0.69%
      KR B 0.2% 0.18% 0.18%
      LKQ D 0.02% 0.05% 0.02%
      LNT A 0.05% 0.07% 0.05%
      LOW D 0.51% 0.72% 0.51%
      LVS C 0.04% 0.03% 0.03%
      MA C 1.06% 0.57% 0.57%
      MAS D 0.03% 0.04% 0.03%
      MCD D 0.35% 0.55% 0.35%
      MCK B 0.26% 0.37% 0.26%
      MCO B 0.13% 0.18% 0.13%
      MDLZ F 0.36% 0.23% 0.23%
      MDT D 0.36% 0.53% 0.36%
      MET A 0.2% 0.23% 0.2%
      MKC D 0.06% 0.09% 0.06%
      MMC B 0.27% 0.25% 0.25%
      MRK F 1.02% 0.69% 0.69%
      MRNA F 0.04% 0.06% 0.04%
      MRO B 0.05% 0.04% 0.04%
      MS A 0.26% 0.78% 0.26%
      MSCI C 0.12% 0.09% 0.09%
      MU D 0.54% 0.5% 0.5%
      NDAQ A 0.13% 0.15% 0.13%
      NDSN B 0.04% 0.07% 0.04%
      NEM D 0.19% 0.22% 0.19%
      NI A 0.04% 0.08% 0.04%
      NKE D 0.22% 0.25% 0.22%
      NRG B 0.04% 0.09% 0.04%
      NTAP C 0.08% 0.07% 0.07%
      NXPI D 0.23% 0.07% 0.07%
      OMC C 0.1% 0.09% 0.09%
      OTIS C 0.16% 0.11% 0.11%
      PEG A 0.14% 0.21% 0.14%
      PFE D 0.36% 0.66% 0.36%
      PFG D 0.08% 0.09% 0.08%
      PG A 1.94% 1.14% 1.14%
      PNR A 0.07% 0.02% 0.02%
      PPL B 0.04% 0.12% 0.04%
      PSA D 0.09% 0.14% 0.09%
      PYPL B 0.29% 0.41% 0.29%
      QCOM F 0.6% 0.4% 0.4%
      RF A 0.06% 0.11% 0.06%
      ROK B 0.13% 0.08% 0.08%
      RSG A 0.07% 0.09% 0.07%
      SBUX A 0.19% 0.21% 0.19%
      SHW A 0.15% 0.21% 0.15%
      SJM D 0.02% 0.05% 0.02%
      SLB C 0.31% 0.29% 0.29%
      SPGI C 0.65% 0.42% 0.42%
      SRE A 0.14% 0.27% 0.14%
      STT A 0.07% 0.13% 0.07%
      STX D 0.03% 0.06% 0.03%
      STZ D 0.07% 0.17% 0.07%
      SWK D 0.04% 0.06% 0.04%
      SYK C 0.56% 0.23% 0.23%
      TFC A 0.21% 0.29% 0.21%
      TFX F 0.02% 0.04% 0.02%
      TGT F 0.29% 0.33% 0.29%
      TJX A 0.67% 0.22% 0.22%
      TRV B 0.24% 0.28% 0.24%
      TSCO D 0.12% 0.08% 0.08%
      TSN B 0.03% 0.09% 0.03%
      TT A 0.38% 0.13% 0.13%
      TXN C 0.62% 0.54% 0.54%
      UNH C 0.91% 1.59% 0.91%
      UNP C 0.58% 0.37% 0.37%
      USB A 0.39% 0.37% 0.37%
      V A 2.11% 0.83% 0.83%
      VICI C 0.17% 0.16% 0.16%
      VLO C 0.11% 0.21% 0.11%
      VRSK A 0.13% 0.08% 0.08%
      VRTX F 0.4% 0.2% 0.2%
      VTR C 0.07% 0.12% 0.07%
      VZ C 0.28% 0.82% 0.28%
      WAB B 0.09% 0.16% 0.09%
      WDC D 0.11% 0.1% 0.1%
      WELL A 0.32% 0.37% 0.32%
      WM A 0.13% 0.2% 0.13%
      WMT A 1.82% 1.72% 1.72%
      WTW B 0.15% 0.15% 0.15%
      WY D 0.11% 0.11% 0.11%
      XEL A 0.06% 0.18% 0.06%
      XOM B 2.63% 2.49% 2.49%
      XYL D 0.1% 0.14% 0.1%
      YUM B 0.12% 0.1% 0.1%
      ZBH C 0.04% 0.11% 0.04%
      ZBRA B 0.07% 0.09% 0.07%
      ZTS D 0.32% 0.17% 0.17%
      ESG Overweight 57 Positions Relative to IVE
      Symbol Grade Weight
      AMZN C 5.34%
      META D 5.19%
      AAPL C 4.84%
      MSFT F 4.72%
      TSLA B 2.83%
      LLY F 2.2%
      AVGO D 1.95%
      ADBE C 0.76%
      AMD F 0.74%
      ORCL B 0.74%
      BKNG A 0.55%
      CRM B 0.53%
      AMAT F 0.5%
      UBER D 0.49%
      INTU C 0.48%
      NOW A 0.36%
      APO B 0.35%
      PANW C 0.32%
      MAR B 0.28%
      CMG B 0.27%
      CRWD B 0.26%
      HLT A 0.25%
      LRCX F 0.24%
      FLUT A 0.23%
      SNPS B 0.21%
      ROST C 0.2%
      LULU C 0.19%
      IT C 0.17%
      KLAC D 0.15%
      HUBS A 0.14%
      CDNS B 0.13%
      DECK A 0.11%
      FTV C 0.1%
      LII A 0.09%
      LNG B 0.08%
      NU C 0.08%
      CCEP C 0.08%
      WSM B 0.08%
      EXPE B 0.07%
      XPO B 0.07%
      NVT B 0.06%
      ACM A 0.06%
      BURL A 0.05%
      SMCI F 0.05%
      FANG D 0.05%
      DOX D 0.05%
      SUI D 0.05%
      RPRX D 0.05%
      WST C 0.04%
      SNAP C 0.04%
      OC A 0.03%
      LECO B 0.03%
      OKTA C 0.02%
      DKS C 0.02%
      RNR C 0.02%
      AVTR F 0.02%
      PSTG D 0.02%
      ESG Underweight 234 Positions Relative to IVE
      Symbol Grade Weight
      WFC A -1.19%
      ABBV D -0.86%
      CMCSA B -0.78%
      T A -0.76%
      NEE D -0.74%
      RTX C -0.74%
      AMGN D -0.72%
      DHR F -0.7%
      HON B -0.7%
      PEP F -0.65%
      PM B -0.59%
      SCHW B -0.57%
      TMO F -0.57%
      TMUS B -0.54%
      LMT D -0.53%
      GE D -0.51%
      LIN D -0.49%
      PLD D -0.49%
      UPS C -0.46%
      MO A -0.45%
      SO D -0.45%
      PNC B -0.39%
      GD F -0.35%
      PGR A -0.35%
      APD A -0.33%
      COF B -0.33%
      MMM D -0.33%
      NOC D -0.32%
      ISRG A -0.3%
      NSC B -0.28%
      BA F -0.27%
      FI A -0.27%
      ETN A -0.26%
      PSX C -0.26%
      JCI C -0.26%
      KMI A -0.25%
      GEV B -0.24%
      CME A -0.24%
      FIS C -0.23%
      AXP A -0.23%
      O D -0.23%
      LHX C -0.22%
      PCG A -0.21%
      EQIX A -0.21%
      CCI D -0.21%
      PRU A -0.21%
      KVUE A -0.21%
      COR B -0.2%
      ADI D -0.2%
      WMB A -0.2%
      F C -0.2%
      COP C -0.19%
      APH A -0.18%
      EXC C -0.18%
      MTB A -0.17%
      BX A -0.17%
      SYY B -0.17%
      HCA F -0.16%
      HUM C -0.16%
      ROP B -0.16%
      OXY D -0.16%
      CSX B -0.16%
      MSI B -0.16%
      RMD C -0.16%
      SPG B -0.16%
      EXR D -0.16%
      WEC A -0.15%
      REGN F -0.15%
      CARR D -0.15%
      AVB B -0.15%
      DLR B -0.15%
      ABNB C -0.14%
      GPN B -0.14%
      RJF A -0.14%
      UAL A -0.14%
      CNC D -0.14%
      TEL B -0.13%
      PAYX C -0.13%
      PPG F -0.13%
      DTE C -0.12%
      EQR B -0.12%
      EQT B -0.12%
      VLTO D -0.12%
      SW A -0.12%
      SYF B -0.12%
      EOG A -0.12%
      AMP A -0.12%
      KEYS A -0.12%
      HAL C -0.12%
      TROW B -0.12%
      ATO A -0.11%
      AME A -0.11%
      BIIB F -0.11%
      FAST B -0.11%
      MPC D -0.11%
      CINF A -0.11%
      DVN F -0.11%
      AEE A -0.11%
      OKE A -0.11%
      CHTR C -0.1%
      FSLR F -0.1%
      WBD C -0.1%
      CFG B -0.1%
      PKG A -0.1%
      FE C -0.1%
      LYB F -0.1%
      LDOS C -0.1%
      NTRS A -0.1%
      TDY B -0.1%
      ES D -0.1%
      IFF D -0.1%
      DAL C -0.09%
      WRB A -0.09%
      MAA B -0.09%
      EFX F -0.09%
      ORLY B -0.09%
      INVH D -0.09%
      HWM A -0.09%
      LUV C -0.09%
      LH C -0.09%
      PH A -0.09%
      IP B -0.09%
      CNP B -0.09%
      EG C -0.08%
      CSGP D -0.08%
      TER D -0.08%
      KIM A -0.08%
      GPC D -0.08%
      TRMB B -0.08%
      J F -0.08%
      DGX A -0.08%
      DELL C -0.08%
      LEN D -0.08%
      SBAC D -0.07%
      CHD B -0.07%
      TTWO A -0.07%
      EVRG A -0.07%
      MNST C -0.07%
      JBHT C -0.07%
      GRMN B -0.07%
      AMCR D -0.07%
      PWR A -0.07%
      L A -0.07%
      VTRS A -0.07%
      MTD D -0.07%
      ON D -0.07%
      PCAR B -0.07%
      TXT D -0.07%
      AVY D -0.07%
      DXCM D -0.06%
      EMN D -0.06%
      UHS D -0.06%
      JNPR F -0.06%
      MLM B -0.06%
      REG B -0.06%
      ALB C -0.06%
      INCY C -0.06%
      KMX B -0.06%
      ANSS B -0.06%
      JKHY D -0.06%
      HUBB B -0.06%
      CPT B -0.06%
      NUE C -0.06%
      CHRW C -0.06%
      TPR B -0.06%
      UDR B -0.06%
      VMC B -0.06%
      SWKS F -0.06%
      WAT B -0.06%
      RVTY F -0.06%
      MCHP D -0.06%
      CDW F -0.06%
      CRL C -0.05%
      MKTX D -0.05%
      GL B -0.05%
      FOXA B -0.05%
      SNA A -0.05%
      PNW B -0.05%
      CTLT B -0.05%
      TECH D -0.05%
      NWSA B -0.05%
      TAP C -0.05%
      PODD C -0.05%
      AIZ A -0.05%
      BXP D -0.05%
      COO D -0.05%
      ALLE D -0.04%
      CBOE B -0.04%
      HII D -0.04%
      BWA D -0.04%
      VRSN F -0.04%
      MTCH D -0.04%
      IVZ B -0.04%
      ROL B -0.04%
      EPAM C -0.04%
      HAS D -0.04%
      MOS F -0.04%
      HRL D -0.04%
      CPB D -0.04%
      FRT B -0.04%
      HSIC B -0.04%
      PTC A -0.04%
      SOLV C -0.04%
      DRI B -0.04%
      IR B -0.04%
      STE F -0.04%
      DAY B -0.03%
      FOX A -0.03%
      BRO B -0.03%
      POOL C -0.03%
      ULTA F -0.03%
      WBA F -0.03%
      PAYC B -0.03%
      QRVO F -0.03%
      CTRA B -0.03%
      PARA C -0.03%
      BEN C -0.03%
      FMC D -0.03%
      MOH F -0.03%
      ALGN D -0.03%
      CF B -0.03%
      MHK D -0.03%
      STLD B -0.03%
      AOS F -0.02%
      CZR F -0.02%
      DVA B -0.02%
      NWS B -0.02%
      LW C -0.02%
      RL B -0.02%
      ERIE D -0.02%
      GNRC B -0.02%
      ENPH F -0.02%
      MGM D -0.01%
      AMTM D -0.01%

      ESG: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Specialty Retail Banks - Regional - US Capital Markets Discount Stores Drug Manufacturers - Major Medical Devices Packaged Foods Semiconductors Software - Infrastructure Business Services Household & Personal Products Medical Instruments & Supplies Restaurants Utilities - Diversified Asset Management Credit Services Data Storage
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Insurance Natural Gas Electricity Electronics Bank Banking Medicine Semiconductor Work From Home Integrated Circuits Investment Bank Mining Pharmaceutical Products Retailing Insurance Products Plastic

      IVE: Top Represented Industries & Keywords

      Industries: Diversified Industrials Utilities - Regulated Electric Business Services Diagnostics & Research Asset Management Banks - Regional - US Capital Markets Packaged Foods Semiconductors Drug Manufacturers - Major Medical Devices Medical Instruments & Supplies Aerospace & Defense Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty Oil & Gas E&P REIT - Residential Software - Application
      Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Insurance Dow Jones Component Electronics Aerospace Computing Medicine Real Estate Investment Trust Chemical Bank Banking Telecommunications Insurance Products Investment Bank Plastic Mining Disability
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