ESGU vs. DEW ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to WisdomTree Europe High-Yielding Equity Fund (DEW)
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.
Grade (RS Rating)
Last Trade
$121.57
Average Daily Volume
862,751
Number of Holdings
*
277
* may have additional holdings in another (foreign) market
DEW
WisdomTree Europe High-Yielding Equity Fund
DEW Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Global Equity Income Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of high dividend-yielding companies selected from the WisdomTree Global Dividend Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$50.38
Average Daily Volume
5,068
Number of Holdings
*
239
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | DEW |
|---|---|---|
| 30 Days | 4.05% | 0.14% |
| 60 Days | 7.32% | 1.38% |
| 90 Days | 6.99% | 1.90% |
| 12 Months | 27.48% | 14.93% |
46 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in DEW | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 0.43% | 3.95% | 0.43% | |
| AMGN | B | 0.43% | 1.15% | 0.43% | |
| AMT | B | 0.33% | 0.8% | 0.33% | |
| BAC | B | 0.63% | 2.08% | 0.63% | |
| BBY | C | 0.23% | 0.22% | 0.22% | |
| BK | B | 0.34% | 0.32% | 0.32% | |
| BMY | F | 0.13% | 1.15% | 0.13% | |
| C | B | 0.37% | 1.11% | 0.37% | |
| CLX | D | 0.23% | 0.12% | 0.12% | |
| CMS | D | 0.17% | 0.12% | 0.12% | |
| COP | D | 0.38% | 1.15% | 0.38% | |
| CPB | B | 0.09% | 0.11% | 0.09% | |
| CVX | D | 0.63% | 2.41% | 0.63% | |
| DLR | B | 0.21% | 0.4% | 0.21% | |
| DOW | D | 0.22% | 0.44% | 0.22% | |
| ED | D | 0.09% | 0.38% | 0.09% | |
| EIX | C | 0.1% | 0.29% | 0.1% | |
| ES | C | 0.23% | 0.19% | 0.19% | |
| EXC | D | 0.15% | 0.29% | 0.15% | |
| GILD | C | 0.42% | 1.12% | 0.42% | |
| GIS | D | 0.37% | 0.3% | 0.3% | |
| GS | A | 0.34% | 0.94% | 0.34% | |
| HPQ | C | 0.1% | 0.3% | 0.1% | |
| IBM | B | 0.47% | 1.61% | 0.47% | |
| IP | C | 0.1% | 0.16% | 0.1% | |
| IPG | F | 0.09% | 0.1% | 0.09% | |
| IRM | B | 0.16% | 0.25% | 0.16% | |
| JNPR | B | 0.1% | 0.04% | 0.04% | |
| K | D | 0.38% | 0.2% | 0.2% | |
| KHC | D | 0.18% | 0.42% | 0.18% | |
| KMB | B | 0.27% | 0.59% | 0.27% | |
| KO | A | 0.93% | 3.17% | 0.93% | |
| MET | D | 0.21% | 0.32% | 0.21% | |
| MS | B | 0.43% | 1.22% | 0.43% | |
| OKE | B | 0.27% | 0.6% | 0.27% | |
| PEG | B | 0.46% | 0.47% | 0.46% | |
| PFE | C | 0.3% | 1.64% | 0.3% | |
| PFG | D | 0.09% | 0.09% | 0.09% | |
| PNC | C | 0.27% | 0.55% | 0.27% | |
| PRU | B | 0.54% | 0.39% | 0.39% | |
| PSX | D | 0.15% | 0.53% | 0.15% | |
| RF | B | 0.13% | 0.2% | 0.13% | |
| TGT | D | 0.24% | 0.61% | 0.24% | |
| UPS | D | 0.17% | 0.9% | 0.17% | |
| USB | D | 0.1% | 0.66% | 0.1% | |
| WTRG | C | 0.1% | 0.09% | 0.09% |
ESGU Overweight 231 Positions Relative to DEW
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | A | 6.83% | |
| NVDA | B | 6.75% | |
| AAPL | A | 6.53% | |
| AMZN | A | 3.72% | |
| GOOG | A | 2.69% | |
| META | A | 2.17% | |
| LLY | A | 1.55% | |
| TSLA | B | 1.47% | |
| GOOGL | A | 1.47% | |
| AVGO | B | 1.42% | |
| JPM | B | 1.22% | |
| UNH | D | 1.03% | |
| V | C | 0.92% | |
| HD | C | 0.89% | |
| MA | C | 0.87% | |
| COST | A | 0.8% | |
| TXN | B | 0.74% | |
| PG | C | 0.71% | |
| ADBE | B | 0.71% | |
| AMAT | B | 0.69% | |
| INTU | A | 0.69% | |
| XOM | D | 0.65% | |
| MRK | C | 0.65% | |
| CRM | C | 0.62% | |
| JNJ | F | 0.61% | |
| ADP | D | 0.58% | |
| AMD | B | 0.57% | |
| NFLX | A | 0.52% | |
| DHR | D | 0.51% | |
| ORCL | A | 0.5% | |
| LRCX | B | 0.48% | |
| SPGI | B | 0.47% | |
| VZ | B | 0.46% | |
| HES | D | 0.46% | |
| GE | D | 0.44% | |
| DIS | D | 0.43% | |
| PEP | D | 0.42% | |
| NOW | A | 0.42% | |
| CRH | D | 0.42% | |
| BR | B | 0.42% | |
| TT | B | 0.41% | |
| ACN | D | 0.41% | |
| ECL | B | 0.41% | |
| NEE | D | 0.41% | |
| PGR | B | 0.4% | |
| HON | B | 0.39% | |
| CSCO | D | 0.39% | |
| QCOM | B | 0.38% | |
| ADSK | B | 0.38% | |
| AXP | C | 0.38% | |
| INTC | C | 0.37% | |
| ZTS | C | 0.36% | |
| ELV | C | 0.36% | |
| LIN | C | 0.35% | |
| RTX | D | 0.35% | |
| LOW | D | 0.33% | |
| CCI | D | 0.33% | |
| CAT | D | 0.33% | |
| BKNG | B | 0.32% | |
| MCK | B | 0.31% | |
| NOC | D | 0.3% | |
| MU | C | 0.3% | |
| UNP | D | 0.3% | |
| EQIX | C | 0.3% | |
| EW | B | 0.3% | |
| PNR | D | 0.3% | |
| ISRG | A | 0.29% | |
| CI | D | 0.29% | |
| EXPD | B | 0.28% | |
| MCD | F | 0.28% | |
| BRK.A | C | 0.28% | |
| NXPI | B | 0.28% | |
| MCO | A | 0.28% | |
| MMM | B | 0.27% | |
| IDXX | D | 0.27% | |
| DECK | C | 0.26% | |
| CMI | D | 0.26% | |
| SNPS | B | 0.26% | |
| XYL | D | 0.25% | |
| HIG | C | 0.25% | |
| UBER | B | 0.25% | |
| CDNS | B | 0.25% | |
| TRV | D | 0.25% | |
| KMI | B | 0.25% | |
| PANW | B | 0.25% | |
| LKQ | F | 0.24% | |
| REGN | B | 0.24% | |
| CBRE | C | 0.24% | |
| OVV | D | 0.23% | |
| TMO | D | 0.23% | |
| COR | C | 0.23% | |
| VRTX | B | 0.23% | |
| FERG | D | 0.22% | |
| WDAY | D | 0.22% | |
| SBUX | F | 0.21% | |
| DE | F | 0.21% | |
| KEYS | D | 0.21% | |
| LII | B | 0.21% | |
| GWW | C | 0.21% | |
| ANET | A | 0.21% | |
| CHD | C | 0.21% | |
| DFS | B | 0.2% | |
| SCHW | D | 0.2% | |
| KR | C | 0.2% | |
| BG | B | 0.2% | |
| TRGP | A | 0.2% | |
| ETN | C | 0.2% | |
| VLTO | D | 0.19% | |
| HPE | C | 0.19% | |
| CMCSA | F | 0.19% | |
| CHRW | C | 0.19% | |
| HII | D | 0.19% | |
| MMC | B | 0.18% | |
| WELL | A | 0.18% | |
| SLB | D | 0.18% | |
| NDAQ | C | 0.17% | |
| KDP | D | 0.17% | |
| CMG | D | 0.17% | |
| IQV | D | 0.17% | |
| SYF | B | 0.17% | |
| COO | D | 0.16% | |
| WAT | D | 0.16% | |
| FIS | B | 0.16% | |
| LNG | B | 0.16% | |
| PTC | B | 0.16% | |
| MRVL | C | 0.16% | |
| MELI | B | 0.16% | |
| CARR | C | 0.16% | |
| AXON | C | 0.15% | |
| WSM | D | 0.15% | |
| ADI | B | 0.15% | |
| JCI | D | 0.15% | |
| IT | B | 0.15% | |
| LYB | D | 0.15% | |
| STE | C | 0.15% | |
| EA | B | 0.15% | |
| PPG | D | 0.14% | |
| T | B | 0.14% | |
| PLD | C | 0.14% | |
| NEM | A | 0.14% | |
| TSCO | D | 0.14% | |
| FDS | C | 0.14% | |
| IFF | B | 0.13% | |
| SBAC | F | 0.13% | |
| DGX | C | 0.13% | |
| DAL | D | 0.13% | |
| CAH | D | 0.13% | |
| HBAN | D | 0.13% | |
| NUE | F | 0.13% | |
| FBIN | F | 0.13% | |
| HCA | C | 0.13% | |
| FDX | B | 0.12% | |
| CNH | F | 0.12% | |
| FCX | C | 0.12% | |
| HUBS | C | 0.12% | |
| A | D | 0.12% | |
| WFC | C | 0.12% | |
| BKR | C | 0.11% | |
| CRWD | B | 0.11% | |
| ZS | B | 0.11% | |
| FICO | A | 0.11% | |
| ANSS | C | 0.11% | |
| NTAP | A | 0.11% | |
| TFC | B | 0.11% | |
| TFX | C | 0.1% | |
| LH | C | 0.1% | |
| NTRS | C | 0.1% | |
| MKC | C | 0.1% | |
| SNOW | D | 0.1% | |
| DVA | C | 0.1% | |
| JBHT | F | 0.1% | |
| WY | F | 0.1% | |
| SYK | B | 0.1% | |
| ULTA | D | 0.1% | |
| ADM | C | 0.1% | |
| TEAM | C | 0.1% | |
| WTW | B | 0.1% | |
| RCL | B | 0.1% | |
| ODFL | C | 0.1% | |
| TTC | C | 0.1% | |
| WDC | B | 0.1% | |
| HLT | B | 0.1% | |
| GEV | B | 0.1% | |
| FOX | B | 0.1% | |
| FI | C | 0.1% | |
| STX | B | 0.1% | |
| FSLR | C | 0.1% | |
| TAP | F | 0.1% | |
| PYPL | D | 0.1% | |
| MTD | D | 0.09% | |
| ZBH | D | 0.09% | |
| EQT | D | 0.09% | |
| DHI | D | 0.09% | |
| IEX | D | 0.09% | |
| DXCM | D | 0.09% | |
| DLTR | F | 0.09% | |
| SYY | D | 0.09% | |
| TWLO | D | 0.09% | |
| PAYX | D | 0.09% | |
| PWR | D | 0.09% | |
| VRT | C | 0.09% | |
| GEHC | D | 0.09% | |
| OC | D | 0.09% | |
| CEG | B | 0.09% | |
| PARA | C | 0.09% | |
| CB | C | 0.09% | |
| WST | F | 0.09% | |
| URI | D | 0.09% | |
| EME | D | 0.09% | |
| AIZ | D | 0.09% | |
| IR | C | 0.09% | |
| DOV | D | 0.09% | |
| LULU | F | 0.09% | |
| APTV | F | 0.09% | |
| BIIB | C | 0.09% | |
| TRMB | C | 0.09% | |
| DELL | C | 0.09% | |
| STLD | D | 0.09% | |
| VLO | D | 0.09% | |
| AWK | B | 0.09% | |
| HRL | F | 0.09% | |
| BLK | B | 0.09% | |
| HOLX | C | 0.09% | |
| COF | D | 0.09% | |
| MRNA | D | 0.08% | |
| AVTR | D | 0.08% | |
| DAY | F | 0.08% | |
| BALL | D | 0.08% | |
| MOH | F | 0.08% | |
| CNC | D | 0.08% | |
| MDB | D | 0.07% |
ESGU Underweight 193 Positions Relative to DEW
| Symbol | Grade | Weight | |
|---|---|---|---|
| MO | A | -2.45% | |
| PM | B | -1.95% | |
| SPG | C | -1.16% | |
| DUK | C | -0.8% | |
| SO | B | -0.79% | |
| O | C | -0.64% | |
| PCAR | D | -0.59% | |
| WMB | B | -0.58% | |
| D | C | -0.57% | |
| VICI | D | -0.56% | |
| PSA | B | -0.51% | |
| STLA | F | -0.47% | |
| AEP | C | -0.45% | |
| SRE | B | -0.37% | |
| AVB | B | -0.37% | |
| XEL | D | -0.36% | |
| KVUE | F | -0.32% | |
| VALE | D | -0.27% | |
| TD | F | -0.27% | |
| FITB | D | -0.26% | |
| GLW | B | -0.25% | |
| GLPI | B | -0.24% | |
| TROW | C | -0.23% | |
| ARE | C | -0.23% | |
| EQR | B | -0.23% | |
| ETR | D | -0.23% | |
| E | C | -0.22% | |
| LAMR | B | -0.22% | |
| WPC | D | -0.22% | |
| DRI | D | -0.21% | |
| FE | C | -0.21% | |
| VTR | A | -0.2% | |
| DTE | D | -0.2% | |
| PPL | D | -0.2% | |
| WEC | D | -0.19% | |
| MTB | C | -0.19% | |
| CUBE | B | -0.18% | |
| STT | C | -0.17% | |
| OMF | D | -0.17% | |
| UMC | B | -0.17% | |
| MAA | C | -0.17% | |
| NNN | B | -0.17% | |
| ESS | B | -0.17% | |
| LYG | A | -0.16% | |
| DTH | B | -0.16% | |
| PKG | C | -0.16% | |
| NRG | D | -0.16% | |
| CRBG | C | -0.15% | |
| KIM | B | -0.15% | |
| UDR | B | -0.15% | |
| CAG | D | -0.15% | |
| EVRG | D | -0.14% | |
| BCS | A | -0.14% | |
| FRT | C | -0.14% | |
| VTRS | D | -0.14% | |
| CPT | B | -0.13% | |
| OGE | C | -0.13% | |
| OMC | D | -0.13% | |
| CHT | D | -0.13% | |
| HST | D | -0.13% | |
| REG | B | -0.12% | |
| DKS | C | -0.12% | |
| EMN | D | -0.12% | |
| AGCO | F | -0.12% | |
| TPR | C | -0.11% | |
| GPS | C | -0.11% | |
| CNA | B | -0.11% | |
| PNW | C | -0.1% | |
| STAG | B | -0.1% | |
| BRX | B | -0.1% | |
| KB | A | -0.1% | |
| INGR | D | -0.09% | |
| BCH | C | -0.09% | |
| RHP | D | -0.09% | |
| EWBC | D | -0.08% | |
| NHI | A | -0.08% | |
| SLG | B | -0.08% | |
| AM | B | -0.08% | |
| CMA | C | -0.08% | |
| BNL | B | -0.08% | |
| ADC | B | -0.08% | |
| LNC | C | -0.08% | |
| BEN | F | -0.08% | |
| EPR | C | -0.07% | |
| LNT | B | -0.07% | |
| KRC | F | -0.07% | |
| ETRN | D | -0.07% | |
| ORI | D | -0.07% | |
| HASI | D | -0.07% | |
| NSA | B | -0.07% | |
| NFG | D | -0.07% | |
| TFSL | D | -0.07% | |
| JXN | C | -0.07% | |
| ALE | C | -0.07% | |
| FLO | D | -0.07% | |
| CHRD | C | -0.07% | |
| OWL | D | -0.06% | |
| IRT | B | -0.06% | |
| DTM | B | -0.06% | |
| UGI | D | -0.06% | |
| SNV | B | -0.06% | |
| NOG | C | -0.06% | |
| FIBK | B | -0.06% | |
| COLB | D | -0.06% | |
| JEF | B | -0.06% | |
| SHG | A | -0.06% | |
| NI | B | -0.06% | |
| MTN | F | -0.06% | |
| IIPR | B | -0.06% | |
| SON | F | -0.06% | |
| PB | D | -0.06% | |
| ABEV | F | -0.06% | |
| KSS | F | -0.06% | |
| FNF | D | -0.06% | |
| SBRA | A | -0.05% | |
| CTRE | A | -0.05% | |
| SKT | D | -0.05% | |
| SITC | B | -0.05% | |
| OGN | C | -0.05% | |
| NWE | D | -0.05% | |
| WEN | F | -0.05% | |
| CALM | B | -0.05% | |
| PK | D | -0.05% | |
| SR | C | -0.05% | |
| NXST | B | -0.05% | |
| M | C | -0.05% | |
| OGS | C | -0.05% | |
| CFR | D | -0.05% | |
| DHS | D | -0.05% | |
| ZION | C | -0.05% | |
| WU | D | -0.05% | |
| CCOI | D | -0.05% | |
| IVZ | D | -0.05% | |
| PINC | F | -0.04% | |
| NJR | D | -0.04% | |
| CUZ | D | -0.04% | |
| BKH | D | -0.04% | |
| POR | D | -0.04% | |
| RYN | D | -0.04% | |
| CBU | B | -0.04% | |
| CRI | F | -0.04% | |
| SMG | D | -0.04% | |
| KTB | D | -0.04% | |
| UCBI | D | -0.04% | |
| UBSI | D | -0.04% | |
| MC | A | -0.04% | |
| CVI | F | -0.04% | |
| GBCI | D | -0.04% | |
| LXP | B | -0.04% | |
| AVA | D | -0.04% | |
| CNS | B | -0.04% | |
| OZK | D | -0.04% | |
| HAS | D | -0.04% | |
| VLY | F | -0.03% | |
| NAVI | F | -0.03% | |
| AGCO | F | -0.03% | |
| ONB | B | -0.03% | |
| ENR | C | -0.03% | |
| BLMN | F | -0.03% | |
| AUB | C | -0.03% | |
| SWX | D | -0.03% | |
| WBS | D | -0.03% | |
| LEG | F | -0.03% | |
| CATY | D | -0.03% | |
| PECO | C | -0.03% | |
| CADE | D | -0.03% | |
| FHB | C | -0.03% | |
| RDN | B | -0.03% | |
| HUN | F | -0.03% | |
| REYN | D | -0.03% | |
| MAN | D | -0.03% | |
| PCH | F | -0.03% | |
| XRX | F | -0.03% | |
| TRN | D | -0.03% | |
| TNL | D | -0.03% | |
| INDB | D | -0.03% | |
| CVBF | C | -0.02% | |
| LCII | F | -0.02% | |
| PPBI | F | -0.02% | |
| DEI | D | -0.02% | |
| CC | F | -0.02% | |
| VCTR | D | -0.02% | |
| JWN | B | -0.02% | |
| TROX | D | -0.02% | |
| MSM | F | -0.02% | |
| ASB | D | -0.02% | |
| KW | C | -0.02% | |
| FNB | C | -0.02% | |
| NYCB | D | -0.02% | |
| FAF | D | -0.02% | |
| SFNC | D | -0.01% | |
| PDCO | F | -0.01% | |
| EPRT | A | -0.01% |
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Packaged Foods
Specialty Chemicals
Specialty Retail
Banks - Regional - US
Health Care Plans
Integrated Shipping & Logistics
Software - Infrastructure
Utilities - Regulated Electric
Aerospace & Defense
Banks - Global
Household & Personal Products
DEW: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
Asset Management
REIT - Retail
REIT - Diversified
Utilities - Diversified
Packaged Foods
REIT - Residential
Utilities - Regulated Gas
Banks - Global
Drug Manufacturers - Major
REIT - Industrial
REIT - Office
Chemicals
Insurance - Life
Oil & Gas E&P
Oil & Gas Midstream
Packaging & Containers
REIT - Healthcare Facilities
Credit Services
Keywords:
S&P 500
Bank
Real Estate Investment Trust
Banking
Natural Gas
Electricity
Deposit Products
Commercial Banking
Cash Management
Insurance
Investment Bank
Real Estate Market
Trust Services
Investment Management
Real Estate Loans
Financial Products
Investment Banking
Asset Management
Commercial Bank
Insurance Products
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