ESGU vs. DLN ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to WisdomTree LargeCap Dividend Fund (DLN)
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
$131.23
Average Daily Volume
490,830
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
DLN
WisdomTree LargeCap Dividend Fund
DLN Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree LargeCap Dividend 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 the large-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$81.38
Average Daily Volume
106,810
Number of Holdings
*
303
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | DLN |
|---|---|---|
| 30 Days | 3.53% | 2.40% |
| 60 Days | 4.75% | 4.32% |
| 90 Days | 6.66% | 6.32% |
| 12 Months | 32.83% | 31.22% |
171 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in DLN | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.11% | 0.04% | 0.04% | |
| AAPL | C | 6.22% | 3.54% | 3.54% | |
| ABBV | D | 0.41% | 2.23% | 0.41% | |
| ADI | D | 0.12% | 0.24% | 0.12% | |
| ADM | D | 0.09% | 0.09% | 0.09% | |
| ADP | B | 0.69% | 0.39% | 0.39% | |
| AFL | B | 0.12% | 0.3% | 0.12% | |
| AJG | B | 0.11% | 0.07% | 0.07% | |
| AMAT | F | 0.46% | 0.14% | 0.14% | |
| AMGN | D | 0.37% | 0.6% | 0.37% | |
| AMT | D | 0.31% | 0.34% | 0.31% | |
| AVGO | D | 1.37% | 2.65% | 1.37% | |
| AXP | A | 0.44% | 0.37% | 0.37% | |
| BAC | A | 0.65% | 1.45% | 0.65% | |
| BALL | D | 0.09% | 0.03% | 0.03% | |
| BBY | D | 0.16% | 0.12% | 0.12% | |
| BK | A | 0.42% | 0.27% | 0.27% | |
| BKNG | A | 0.34% | 0.34% | 0.34% | |
| BKR | B | 0.15% | 0.13% | 0.13% | |
| BLK | C | 0.12% | 0.51% | 0.12% | |
| BMY | B | 0.17% | 0.64% | 0.17% | |
| BR | A | 0.45% | 0.08% | 0.08% | |
| C | A | 0.34% | 0.74% | 0.34% | |
| CAH | B | 0.15% | 0.07% | 0.07% | |
| CARR | D | 0.17% | 0.1% | 0.1% | |
| CAT | B | 0.32% | 0.51% | 0.32% | |
| CCI | D | 0.31% | 0.3% | 0.3% | |
| CEG | D | 0.11% | 0.08% | 0.08% | |
| CHD | B | 0.21% | 0.03% | 0.03% | |
| CI | F | 0.28% | 0.23% | 0.23% | |
| CL | D | 0.09% | 0.35% | 0.09% | |
| CLX | B | 0.26% | 0.09% | 0.09% | |
| CMCSA | B | 0.2% | 0.99% | 0.2% | |
| CMI | A | 0.46% | 0.19% | 0.19% | |
| CMS | C | 0.18% | 0.08% | 0.08% | |
| COF | B | 0.12% | 0.18% | 0.12% | |
| COP | C | 0.36% | 0.36% | 0.36% | |
| COR | B | 0.22% | 0.08% | 0.08% | |
| COST | B | 0.79% | 0.47% | 0.47% | |
| CRM | B | 0.72% | 0.28% | 0.28% | |
| CSCO | B | 0.47% | 1.46% | 0.47% | |
| CVX | A | 0.61% | 1.79% | 0.61% | |
| D | C | 0.15% | 0.37% | 0.15% | |
| DAL | C | 0.23% | 0.05% | 0.05% | |
| DE | A | 0.22% | 0.22% | 0.22% | |
| DELL | C | 0.11% | 0.07% | 0.07% | |
| DFS | B | 0.24% | 0.15% | 0.15% | |
| DGX | A | 0.14% | 0.05% | 0.05% | |
| DHI | D | 0.09% | 0.06% | 0.06% | |
| DHR | F | 0.31% | 0.15% | 0.15% | |
| DIS | B | 0.47% | 0.22% | 0.22% | |
| DLR | B | 0.23% | 0.23% | 0.23% | |
| EA | A | 0.17% | 0.05% | 0.05% | |
| ECL | D | 0.4% | 0.14% | 0.14% | |
| ED | D | 0.09% | 0.22% | 0.09% | |
| EIX | B | 0.11% | 0.18% | 0.11% | |
| ELV | F | 0.34% | 0.14% | 0.14% | |
| EQIX | A | 0.33% | 0.22% | 0.22% | |
| ES | D | 0.1% | 0.12% | 0.1% | |
| EXC | C | 0.16% | 0.18% | 0.16% | |
| EXPD | D | 0.25% | 0.03% | 0.03% | |
| FANG | D | 0.09% | 0.09% | 0.09% | |
| FDS | B | 0.16% | 0.02% | 0.02% | |
| FDX | B | 0.11% | 0.18% | 0.11% | |
| FIS | C | 0.13% | 0.23% | 0.13% | |
| FTV | C | 0.14% | 0.03% | 0.03% | |
| GE | D | 0.45% | 0.17% | 0.17% | |
| GILD | C | 0.48% | 0.52% | 0.48% | |
| GIS | D | 0.35% | 0.17% | 0.17% | |
| GOOG | C | 2.34% | 0.64% | 0.64% | |
| GOOGL | C | 1.19% | 0.99% | 0.99% | |
| GS | A | 0.4% | 0.8% | 0.4% | |
| GWW | B | 0.37% | 0.1% | 0.1% | |
| HBAN | A | 0.17% | 0.17% | 0.17% | |
| HCA | F | 0.13% | 0.11% | 0.11% | |
| HD | A | 1.02% | 2.08% | 1.02% | |
| HES | B | 0.32% | 0.07% | 0.07% | |
| HIG | B | 0.26% | 0.16% | 0.16% | |
| HLT | A | 0.11% | 0.06% | 0.06% | |
| HON | B | 0.39% | 0.6% | 0.39% | |
| HPE | B | 0.17% | 0.08% | 0.08% | |
| HPQ | B | 0.1% | 0.16% | 0.1% | |
| HRL | D | 0.09% | 0.08% | 0.08% | |
| HUBB | B | 0.11% | 0.04% | 0.04% | |
| HWM | A | 0.11% | 0.04% | 0.04% | |
| IBM | C | 0.52% | 1.37% | 0.52% | |
| INTU | C | 0.61% | 0.19% | 0.19% | |
| IR | B | 0.11% | 0.04% | 0.04% | |
| IRM | D | 0.15% | 0.15% | 0.15% | |
| J | F | 0.13% | 0.02% | 0.02% | |
| JBHT | C | 0.1% | 0.02% | 0.02% | |
| JNJ | D | 0.62% | 2.16% | 0.62% | |
| JPM | A | 1.34% | 3.69% | 1.34% | |
| K | A | 0.48% | 0.15% | 0.15% | |
| KDP | D | 0.09% | 0.15% | 0.09% | |
| KHC | F | 0.16% | 0.23% | 0.16% | |
| KKR | A | 0.12% | 0.14% | 0.12% | |
| KMB | D | 0.15% | 0.31% | 0.15% | |
| KO | D | 0.85% | 1.6% | 0.85% | |
| KR | B | 0.22% | 0.19% | 0.19% | |
| LH | C | 0.1% | 0.03% | 0.03% | |
| LLY | F | 1.21% | 0.67% | 0.67% | |
| LNG | B | 0.2% | 0.1% | 0.1% | |
| LOW | D | 0.39% | 0.66% | 0.39% | |
| LRCX | F | 0.29% | 0.12% | 0.12% | |
| MA | C | 0.95% | 0.53% | 0.53% | |
| MCD | D | 0.31% | 0.95% | 0.31% | |
| MCK | B | 0.32% | 0.07% | 0.07% | |
| MCO | B | 0.3% | 0.12% | 0.12% | |
| MET | A | 0.31% | 0.26% | 0.26% | |
| META | D | 2.19% | 0.99% | 0.99% | |
| MKC | D | 0.1% | 0.06% | 0.06% | |
| MMC | B | 0.17% | 0.29% | 0.17% | |
| MRK | F | 0.47% | 0.89% | 0.47% | |
| MRO | B | 0.1% | 0.04% | 0.04% | |
| MS | A | 0.54% | 1.21% | 0.54% | |
| MSFT | F | 5.77% | 3.17% | 3.17% | |
| MU | D | 0.18% | 0.09% | 0.09% | |
| NDAQ | A | 0.2% | 0.07% | 0.07% | |
| NOC | D | 0.19% | 0.15% | 0.15% | |
| NTAP | C | 0.08% | 0.08% | 0.08% | |
| NTRS | A | 0.12% | 0.1% | 0.1% | |
| NUE | C | 0.12% | 0.06% | 0.06% | |
| NVDA | C | 6.91% | 2.61% | 2.61% | |
| ODFL | B | 0.1% | 0.04% | 0.04% | |
| OKE | A | 0.39% | 0.44% | 0.39% | |
| ORCL | B | 0.59% | 0.83% | 0.59% | |
| PAYX | C | 0.11% | 0.28% | 0.11% | |
| PEG | A | 0.48% | 0.31% | 0.31% | |
| PEP | F | 0.38% | 1.28% | 0.38% | |
| PFG | D | 0.11% | 0.1% | 0.1% | |
| PG | A | 0.69% | 1.91% | 0.69% | |
| PGR | A | 0.42% | 0.13% | 0.13% | |
| PHM | D | 0.1% | 0.04% | 0.04% | |
| PLD | D | 0.13% | 0.4% | 0.13% | |
| PNC | B | 0.36% | 0.47% | 0.36% | |
| PPG | F | 0.21% | 0.1% | 0.1% | |
| PRU | A | 0.54% | 0.3% | 0.3% | |
| PSX | C | 0.13% | 0.23% | 0.13% | |
| PWR | A | 0.11% | 0.04% | 0.04% | |
| QCOM | F | 0.28% | 0.48% | 0.28% | |
| RTX | C | 0.42% | 0.62% | 0.42% | |
| SBAC | D | 0.13% | 0.04% | 0.04% | |
| SBUX | A | 0.24% | 0.36% | 0.24% | |
| SCHW | B | 0.2% | 0.27% | 0.2% | |
| SPGI | C | 0.47% | 0.17% | 0.17% | |
| STLD | B | 0.11% | 0.04% | 0.04% | |
| SYK | C | 0.11% | 0.28% | 0.11% | |
| SYY | B | 0.09% | 0.2% | 0.09% | |
| TGT | F | 0.23% | 0.28% | 0.23% | |
| TMO | F | 0.2% | 0.17% | 0.17% | |
| TRGP | B | 0.28% | 0.11% | 0.11% | |
| TRV | B | 0.21% | 0.17% | 0.17% | |
| TSCO | D | 0.14% | 0.08% | 0.08% | |
| TXN | C | 0.7% | 0.74% | 0.7% | |
| UNH | C | 0.95% | 1.42% | 0.95% | |
| UNP | C | 0.29% | 0.42% | 0.29% | |
| UPS | C | 0.16% | 0.51% | 0.16% | |
| URI | B | 0.13% | 0.09% | 0.09% | |
| USB | A | 0.17% | 0.48% | 0.17% | |
| V | A | 1.05% | 0.78% | 0.78% | |
| VLO | C | 0.09% | 0.2% | 0.09% | |
| VLTO | D | 0.19% | 0.02% | 0.02% | |
| WELL | A | 0.24% | 0.25% | 0.24% | |
| WFC | A | 0.13% | 1.07% | 0.13% | |
| WST | C | 0.1% | 0.02% | 0.02% | |
| WY | D | 0.1% | 0.07% | 0.07% | |
| XOM | B | 0.58% | 2.84% | 0.58% | |
| XYL | D | 0.22% | 0.04% | 0.04% | |
| ZBH | C | 0.1% | 0.02% | 0.02% | |
| ZTS | D | 0.34% | 0.13% | 0.13% |
ESGU Overweight 113 Positions Relative to DLN
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 3.61% | |
| TSLA | B | 1.78% | |
| NOW | A | 0.66% | |
| NFLX | A | 0.6% | |
| ADBE | C | 0.56% | |
| TT | A | 0.47% | |
| AMD | F | 0.44% | |
| ACN | C | 0.43% | |
| BRK.A | B | 0.41% | |
| NEE | D | 0.41% | |
| CRH | A | 0.39% | |
| NI | A | 0.38% | |
| VZ | C | 0.37% | |
| ADSK | A | 0.37% | |
| LIN | D | 0.34% | |
| ISRG | A | 0.33% | |
| VRTX | F | 0.32% | |
| PNR | A | 0.32% | |
| MMM | D | 0.32% | |
| KMI | A | 0.32% | |
| INTC | D | 0.29% | |
| PANW | C | 0.27% | |
| NXPI | D | 0.26% | |
| EW | C | 0.25% | |
| FLUT | A | 0.25% | |
| PFE | D | 0.24% | |
| IDXX | F | 0.23% | |
| LKQ | D | 0.23% | |
| UBER | D | 0.23% | |
| CDNS | B | 0.22% | |
| AXON | A | 0.22% | |
| SYF | B | 0.22% | |
| SNPS | B | 0.21% | |
| ANSS | B | 0.21% | |
| FERG | B | 0.2% | |
| DECK | A | 0.2% | |
| KEYS | A | 0.2% | |
| ANET | C | 0.2% | |
| CHRW | C | 0.2% | |
| TAP | C | 0.19% | |
| ETN | A | 0.19% | |
| CBRE | B | 0.18% | |
| JCI | C | 0.18% | |
| BG | F | 0.18% | |
| GEV | B | 0.17% | |
| COO | D | 0.17% | |
| MELI | D | 0.17% | |
| WAT | B | 0.17% | |
| WDAY | B | 0.17% | |
| MRVL | B | 0.16% | |
| T | A | 0.16% | |
| IT | C | 0.16% | |
| TEAM | A | 0.15% | |
| NEM | D | 0.15% | |
| STE | F | 0.15% | |
| TWLO | A | 0.15% | |
| PTC | A | 0.15% | |
| REGN | F | 0.15% | |
| OVV | B | 0.14% | |
| RCL | A | 0.14% | |
| PYPL | B | 0.14% | |
| CMG | B | 0.13% | |
| WSM | B | 0.13% | |
| EME | C | 0.13% | |
| TFC | A | 0.13% | |
| LII | A | 0.13% | |
| HUBS | A | 0.13% | |
| LULU | C | 0.12% | |
| AIZ | A | 0.12% | |
| TRMB | B | 0.12% | |
| CNH | C | 0.12% | |
| ACGL | D | 0.12% | |
| EQT | B | 0.12% | |
| IQV | D | 0.12% | |
| FICO | B | 0.12% | |
| FI | A | 0.12% | |
| WTW | B | 0.11% | |
| GDDY | A | 0.11% | |
| IEX | B | 0.11% | |
| VEEV | C | 0.11% | |
| OC | A | 0.11% | |
| FOX | A | 0.11% | |
| IP | B | 0.11% | |
| HOLX | D | 0.1% | |
| JNPR | F | 0.1% | |
| POOL | C | 0.1% | |
| DXCM | D | 0.1% | |
| FBIN | D | 0.1% | |
| SLB | C | 0.1% | |
| LDOS | C | 0.1% | |
| DVA | B | 0.1% | |
| MDB | C | 0.1% | |
| AKAM | D | 0.09% | |
| STX | D | 0.09% | |
| SNOW | C | 0.09% | |
| WDC | D | 0.09% | |
| WTRG | B | 0.09% | |
| ULTA | F | 0.09% | |
| PARA | C | 0.09% | |
| TFX | F | 0.08% | |
| AVTR | F | 0.08% | |
| MTD | D | 0.08% | |
| ALNY | D | 0.08% | |
| MOH | F | 0.08% | |
| FSLR | F | 0.08% | |
| IPG | D | 0.08% | |
| IFF | D | 0.08% | |
| CPB | D | 0.08% | |
| HII | D | 0.07% | |
| CNC | D | 0.07% | |
| BIIB | F | 0.07% | |
| DLTR | F | 0.06% | |
| MRNA | F | 0.04% |
ESGU Underweight 132 Positions Relative to DLN
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | A | -1.84% | |
| PM | B | -1.39% | |
| TMUS | B | -0.86% | |
| MO | A | -0.8% | |
| ABT | B | -0.49% | |
| LMT | D | -0.49% | |
| EOG | A | -0.49% | |
| SO | D | -0.47% | |
| DUK | C | -0.47% | |
| BX | A | -0.46% | |
| SPG | B | -0.46% | |
| WMB | A | -0.43% | |
| MDLZ | F | -0.42% | |
| TJX | A | -0.39% | |
| ITW | B | -0.36% | |
| PCAR | B | -0.33% | |
| PSA | D | -0.33% | |
| AEP | D | -0.29% | |
| CVS | D | -0.29% | |
| O | D | -0.28% | |
| WM | A | -0.28% | |
| VICI | C | -0.28% | |
| ETR | B | -0.27% | |
| XEL | A | -0.26% | |
| SRE | A | -0.25% | |
| MPC | D | -0.25% | |
| ICE | C | -0.24% | |
| APO | B | -0.23% | |
| PH | A | -0.23% | |
| CME | A | -0.22% | |
| EMR | A | -0.22% | |
| DOW | F | -0.22% | |
| KVUE | A | -0.22% | |
| APD | A | -0.22% | |
| GD | F | -0.21% | |
| AVB | B | -0.21% | |
| EXR | D | -0.2% | |
| FAST | B | -0.2% | |
| GLW | B | -0.19% | |
| FITB | A | -0.18% | |
| MTB | A | -0.18% | |
| MSI | B | -0.18% | |
| NSC | B | -0.18% | |
| NKE | D | -0.17% | |
| AMP | A | -0.17% | |
| RF | A | -0.17% | |
| ALL | A | -0.17% | |
| CTAS | B | -0.16% | |
| TROW | B | -0.16% | |
| MAR | B | -0.16% | |
| AEE | A | -0.15% | |
| SHW | A | -0.15% | |
| STT | A | -0.15% | |
| AIG | B | -0.15% | |
| EQR | B | -0.15% | |
| APH | A | -0.15% | |
| WEC | A | -0.14% | |
| DRI | B | -0.13% | |
| BDX | F | -0.13% | |
| FE | C | -0.13% | |
| YUM | B | -0.13% | |
| LHX | C | -0.13% | |
| PPL | B | -0.12% | |
| CSX | B | -0.12% | |
| VTR | C | -0.12% | |
| STZ | D | -0.12% | |
| ARES | A | -0.11% | |
| RSG | A | -0.11% | |
| GM | B | -0.11% | |
| DTE | C | -0.11% | |
| ATO | A | -0.11% | |
| OTIS | C | -0.11% | |
| ARE | D | -0.1% | |
| KLAC | D | -0.1% | |
| DTD | A | -0.09% | |
| LVS | C | -0.09% | |
| TSN | B | -0.09% | |
| EBAY | D | -0.09% | |
| DD | D | -0.09% | |
| HSY | F | -0.08% | |
| OMC | C | -0.08% | |
| INVH | D | -0.08% | |
| CTSH | B | -0.08% | |
| WRB | A | -0.08% | |
| MCHP | D | -0.08% | |
| CINF | A | -0.08% | |
| AWK | D | -0.07% | |
| ROK | B | -0.07% | |
| OXY | D | -0.07% | |
| VMC | B | -0.06% | |
| LEN | D | -0.06% | |
| ROST | C | -0.06% | |
| HAL | C | -0.06% | |
| RJF | A | -0.06% | |
| MSCI | C | -0.06% | |
| GPC | D | -0.06% | |
| CNP | B | -0.06% | |
| VRSK | A | -0.05% | |
| CBOE | B | -0.05% | |
| DOV | A | -0.05% | |
| RS | B | -0.05% | |
| ROP | B | -0.05% | |
| AME | A | -0.05% | |
| SUI | D | -0.05% | |
| CDW | F | -0.04% | |
| MLM | B | -0.04% | |
| ROL | B | -0.04% | |
| BRO | B | -0.04% | |
| VRT | B | -0.04% | |
| RMD | C | -0.04% | |
| PCG | A | -0.04% | |
| SWKS | F | -0.04% | |
| MPWR | F | -0.03% | |
| FCNCA | A | -0.03% | |
| EFX | F | -0.03% | |
| WLK | D | -0.03% | |
| HUM | C | -0.03% | |
| AVY | D | -0.03% | |
| ERIE | D | -0.03% | |
| BAH | F | -0.03% | |
| GPN | B | -0.03% | |
| WAB | B | -0.03% | |
| SIRI | C | -0.03% | |
| GEHC | F | -0.03% | |
| HEI | B | -0.02% | |
| TXT | D | -0.02% | |
| L | A | -0.02% | |
| LPLA | A | -0.02% | |
| LEN | D | -0.01% | |
| WMG | C | -0.01% | |
| TW | A | -0.01% | |
| HEI | B | -0.01% |
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
DLN: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Business Services
Diversified Industrials
Asset Management
Capital Markets
Semiconductors
Banks - Regional - US
Drug Manufacturers - Major
Aerospace & Defense
Household & Personal Products
Insurance - Property & Casualty
Oil & Gas E&P
Utilities - Diversified
Credit Services
Diagnostics & Research
Health Care Plans
Packaged Foods
Banks - Global
Communication Equipment
Financial Data & Stock Exchanges
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