ESGU vs. EFIV ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to SPDR S&P 500 ESG ETF (EFIV)
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
$131.75
Average Daily Volume
498,018
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$57.93
Average Daily Volume
110,856
Number of Holdings
*
313
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | EFIV |
|---|---|---|
| 30 Days | 3.68% | 2.84% |
| 60 Days | 4.66% | 4.40% |
| 90 Days | 7.27% | 5.90% |
| 12 Months | 33.27% | 31.08% |
185 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in EFIV | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.11% | 0.1% | 0.1% | |
| AAPL | B | 6.22% | 9.78% | 6.22% | |
| ABBV | D | 0.41% | 0.83% | 0.41% | |
| ACGL | D | 0.12% | 0.1% | 0.1% | |
| ACN | B | 0.43% | 0.63% | 0.43% | |
| ADBE | C | 0.56% | 0.62% | 0.56% | |
| ADM | F | 0.09% | 0.07% | 0.07% | |
| ADP | B | 0.69% | 0.34% | 0.34% | |
| ADSK | B | 0.37% | 0.19% | 0.19% | |
| AFL | B | 0.12% | 0.16% | 0.12% | |
| AIZ | B | 0.12% | 0.03% | 0.03% | |
| AJG | A | 0.11% | 0.18% | 0.11% | |
| AKAM | F | 0.09% | 0.04% | 0.04% | |
| AMAT | F | 0.46% | 0.4% | 0.4% | |
| AMD | F | 0.44% | 0.63% | 0.44% | |
| AMGN | D | 0.37% | 0.43% | 0.37% | |
| AMT | D | 0.31% | 0.26% | 0.26% | |
| AXON | B | 0.22% | 0.12% | 0.12% | |
| AXP | A | 0.44% | 0.45% | 0.44% | |
| BAC | A | 0.65% | 0.87% | 0.65% | |
| BALL | D | 0.09% | 0.05% | 0.05% | |
| BBY | D | 0.16% | 0.05% | 0.05% | |
| BIIB | F | 0.07% | 0.06% | 0.06% | |
| BK | A | 0.42% | 0.16% | 0.16% | |
| BKR | C | 0.15% | 0.12% | 0.12% | |
| BLK | C | 0.12% | 0.4% | 0.12% | |
| BMY | B | 0.17% | 0.33% | 0.17% | |
| BR | A | 0.45% | 0.07% | 0.07% | |
| C | A | 0.34% | 0.37% | 0.34% | |
| CAH | B | 0.15% | 0.08% | 0.08% | |
| CARR | C | 0.17% | 0.18% | 0.17% | |
| CAT | B | 0.32% | 0.52% | 0.32% | |
| CBRE | B | 0.18% | 0.11% | 0.11% | |
| CHRW | C | 0.2% | 0.04% | 0.04% | |
| CI | D | 0.28% | 0.25% | 0.25% | |
| CL | D | 0.09% | 0.22% | 0.09% | |
| CMCSA | C | 0.2% | 0.47% | 0.2% | |
| CMG | B | 0.13% | 0.23% | 0.13% | |
| CMI | A | 0.46% | 0.14% | 0.14% | |
| CNC | F | 0.07% | 0.09% | 0.07% | |
| COF | B | 0.12% | 0.19% | 0.12% | |
| COR | C | 0.22% | 0.12% | 0.12% | |
| COST | B | 0.79% | 1.16% | 0.79% | |
| CPB | D | 0.08% | 0.02% | 0.02% | |
| CRM | B | 0.72% | 0.89% | 0.72% | |
| CSCO | A | 0.47% | 0.65% | 0.47% | |
| CVX | B | 0.61% | 0.77% | 0.61% | |
| DAL | B | 0.23% | 0.11% | 0.11% | |
| DE | B | 0.22% | 0.29% | 0.22% | |
| DECK | A | 0.2% | 0.08% | 0.08% | |
| DFS | B | 0.24% | 0.12% | 0.12% | |
| DGX | B | 0.14% | 0.05% | 0.05% | |
| DHI | D | 0.09% | 0.13% | 0.09% | |
| DHR | D | 0.31% | 0.42% | 0.31% | |
| DIS | B | 0.47% | 0.58% | 0.47% | |
| DLR | A | 0.23% | 0.16% | 0.16% | |
| DVA | B | 0.1% | 0.02% | 0.02% | |
| EA | C | 0.17% | 0.11% | 0.11% | |
| ECL | D | 0.4% | 0.17% | 0.17% | |
| ED | D | 0.09% | 0.09% | 0.09% | |
| EIX | A | 0.11% | 0.09% | 0.09% | |
| ELV | F | 0.34% | 0.26% | 0.26% | |
| EQIX | A | 0.33% | 0.25% | 0.25% | |
| EQT | B | 0.12% | 0.08% | 0.08% | |
| ES | D | 0.1% | 0.06% | 0.06% | |
| ETN | A | 0.19% | 0.4% | 0.19% | |
| EW | C | 0.25% | 0.12% | 0.12% | |
| EXC | D | 0.16% | 0.11% | 0.11% | |
| FANG | F | 0.09% | 0.09% | 0.09% | |
| FDS | B | 0.16% | 0.05% | 0.05% | |
| FI | A | 0.12% | 0.35% | 0.12% | |
| FIS | D | 0.13% | 0.13% | 0.13% | |
| FTV | B | 0.14% | 0.07% | 0.07% | |
| GE | D | 0.45% | 0.54% | 0.45% | |
| GILD | B | 0.48% | 0.31% | 0.31% | |
| GIS | D | 0.35% | 0.1% | 0.1% | |
| GOOG | C | 2.34% | 2.39% | 2.34% | |
| GOOGL | C | 1.19% | 2.9% | 1.19% | |
| GS | B | 0.4% | 0.52% | 0.4% | |
| GWW | A | 0.37% | 0.15% | 0.15% | |
| HBAN | B | 0.17% | 0.07% | 0.07% | |
| HD | A | 1.02% | 1.11% | 1.02% | |
| HES | C | 0.32% | 0.11% | 0.11% | |
| HIG | B | 0.26% | 0.1% | 0.1% | |
| HLT | A | 0.11% | 0.17% | 0.11% | |
| HOLX | D | 0.1% | 0.05% | 0.05% | |
| HPE | B | 0.17% | 0.08% | 0.08% | |
| HPQ | B | 0.1% | 0.1% | 0.1% | |
| HRL | D | 0.09% | 0.02% | 0.02% | |
| HUBB | B | 0.11% | 0.07% | 0.07% | |
| IDXX | F | 0.23% | 0.1% | 0.1% | |
| IEX | B | 0.11% | 0.05% | 0.05% | |
| IFF | D | 0.08% | 0.06% | 0.06% | |
| INTC | C | 0.29% | 0.29% | 0.29% | |
| IPG | C | 0.08% | 0.03% | 0.03% | |
| IR | A | 0.11% | 0.12% | 0.11% | |
| IRM | C | 0.15% | 0.1% | 0.1% | |
| JBHT | C | 0.1% | 0.04% | 0.04% | |
| JCI | C | 0.18% | 0.16% | 0.16% | |
| JPM | B | 1.34% | 1.92% | 1.34% | |
| K | A | 0.48% | 0.06% | 0.06% | |
| KDP | D | 0.09% | 0.1% | 0.09% | |
| KHC | D | 0.16% | 0.08% | 0.08% | |
| KMI | B | 0.32% | 0.15% | 0.15% | |
| KO | D | 0.85% | 0.69% | 0.69% | |
| KR | A | 0.22% | 0.11% | 0.11% | |
| LIN | D | 0.34% | 0.61% | 0.34% | |
| LKQ | D | 0.23% | 0.03% | 0.03% | |
| LLY | F | 1.21% | 1.67% | 1.21% | |
| LOW | C | 0.39% | 0.42% | 0.39% | |
| LRCX | F | 0.29% | 0.26% | 0.26% | |
| LULU | C | 0.12% | 0.1% | 0.1% | |
| MA | B | 0.95% | 1.19% | 0.95% | |
| MCD | D | 0.31% | 0.59% | 0.31% | |
| MCO | A | 0.3% | 0.21% | 0.21% | |
| MET | A | 0.31% | 0.14% | 0.14% | |
| MKC | D | 0.1% | 0.05% | 0.05% | |
| MMC | A | 0.17% | 0.31% | 0.17% | |
| MRK | F | 0.47% | 0.69% | 0.47% | |
| MRNA | F | 0.04% | 0.04% | 0.04% | |
| MS | B | 0.54% | 0.46% | 0.46% | |
| MSFT | D | 5.77% | 8.67% | 5.77% | |
| MTD | F | 0.08% | 0.07% | 0.07% | |
| MU | D | 0.18% | 0.31% | 0.18% | |
| NDAQ | A | 0.2% | 0.09% | 0.09% | |
| NEE | D | 0.41% | 0.44% | 0.41% | |
| NEM | F | 0.15% | 0.14% | 0.14% | |
| NTRS | A | 0.12% | 0.06% | 0.06% | |
| NVDA | C | 6.91% | 10.08% | 6.91% | |
| OKE | C | 0.39% | 0.19% | 0.19% | |
| PARA | C | 0.09% | 0.02% | 0.02% | |
| PAYX | B | 0.11% | 0.13% | 0.11% | |
| PEG | A | 0.48% | 0.13% | 0.13% | |
| PEP | F | 0.38% | 0.61% | 0.38% | |
| PFG | C | 0.11% | 0.05% | 0.05% | |
| PG | A | 0.69% | 1.13% | 0.69% | |
| PHM | C | 0.1% | 0.07% | 0.07% | |
| PLD | D | 0.13% | 0.3% | 0.13% | |
| PNC | A | 0.36% | 0.23% | 0.23% | |
| PNR | B | 0.32% | 0.05% | 0.05% | |
| POOL | C | 0.1% | 0.04% | 0.04% | |
| PPG | D | 0.21% | 0.08% | 0.08% | |
| PRU | A | 0.54% | 0.12% | 0.12% | |
| PSX | C | 0.13% | 0.15% | 0.13% | |
| PWR | A | 0.11% | 0.14% | 0.11% | |
| PYPL | A | 0.14% | 0.24% | 0.14% | |
| QCOM | F | 0.28% | 0.48% | 0.28% | |
| RCL | B | 0.14% | 0.16% | 0.14% | |
| REGN | F | 0.15% | 0.22% | 0.15% | |
| SBAC | D | 0.13% | 0.07% | 0.07% | |
| SBUX | B | 0.24% | 0.31% | 0.24% | |
| SCHW | A | 0.2% | 0.34% | 0.2% | |
| SLB | C | 0.1% | 0.17% | 0.1% | |
| SPGI | C | 0.47% | 0.45% | 0.45% | |
| SYF | A | 0.22% | 0.07% | 0.07% | |
| SYK | C | 0.11% | 0.37% | 0.11% | |
| SYY | C | 0.09% | 0.1% | 0.09% | |
| T | A | 0.16% | 0.46% | 0.16% | |
| TAP | C | 0.19% | 0.03% | 0.03% | |
| TFC | B | 0.13% | 0.17% | 0.13% | |
| TFX | F | 0.08% | 0.02% | 0.02% | |
| TGT | F | 0.23% | 0.16% | 0.16% | |
| TRGP | B | 0.28% | 0.13% | 0.13% | |
| TRV | B | 0.21% | 0.16% | 0.16% | |
| TSCO | C | 0.14% | 0.08% | 0.08% | |
| TSLA | B | 1.78% | 2.67% | 1.78% | |
| TT | B | 0.47% | 0.26% | 0.26% | |
| UBER | D | 0.23% | 0.41% | 0.23% | |
| ULTA | F | 0.09% | 0.05% | 0.05% | |
| UNH | B | 0.95% | 1.56% | 0.95% | |
| UNP | C | 0.29% | 0.4% | 0.29% | |
| UPS | C | 0.16% | 0.27% | 0.16% | |
| URI | B | 0.13% | 0.16% | 0.13% | |
| USB | A | 0.17% | 0.22% | 0.17% | |
| V | A | 1.05% | 1.44% | 1.05% | |
| VLO | C | 0.09% | 0.13% | 0.09% | |
| WAT | B | 0.17% | 0.06% | 0.06% | |
| WDC | C | 0.09% | 0.06% | 0.06% | |
| WELL | C | 0.24% | 0.22% | 0.22% | |
| WTW | B | 0.11% | 0.09% | 0.09% | |
| WY | D | 0.1% | 0.06% | 0.06% | |
| XOM | C | 0.58% | 1.5% | 0.58% | |
| XYL | D | 0.22% | 0.08% | 0.08% | |
| ZBH | C | 0.1% | 0.06% | 0.06% | |
| ZTS | D | 0.34% | 0.22% | 0.22% |
ESGU Overweight 99 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 3.61% | |
| META | D | 2.19% | |
| AVGO | D | 1.37% | |
| TXN | D | 0.7% | |
| NOW | B | 0.66% | |
| JNJ | D | 0.62% | |
| INTU | C | 0.61% | |
| NFLX | B | 0.6% | |
| ORCL | C | 0.59% | |
| IBM | C | 0.52% | |
| PGR | A | 0.42% | |
| RTX | D | 0.42% | |
| BRK.A | B | 0.41% | |
| CRH | A | 0.39% | |
| HON | B | 0.39% | |
| NI | A | 0.38% | |
| VZ | B | 0.37% | |
| COP | D | 0.36% | |
| BKNG | B | 0.34% | |
| ISRG | C | 0.33% | |
| MCK | C | 0.32% | |
| VRTX | D | 0.32% | |
| MMM | D | 0.32% | |
| CCI | D | 0.31% | |
| PANW | C | 0.27% | |
| CLX | C | 0.26% | |
| NXPI | D | 0.26% | |
| FLUT | A | 0.25% | |
| EXPD | C | 0.25% | |
| PFE | D | 0.24% | |
| CDNS | B | 0.22% | |
| CHD | B | 0.21% | |
| SNPS | B | 0.21% | |
| ANSS | B | 0.21% | |
| LNG | B | 0.2% | |
| FERG | B | 0.2% | |
| KEYS | B | 0.2% | |
| TMO | F | 0.2% | |
| ANET | C | 0.2% | |
| VLTO | C | 0.19% | |
| NOC | D | 0.19% | |
| BG | F | 0.18% | |
| CMS | C | 0.18% | |
| GEV | C | 0.17% | |
| COO | D | 0.17% | |
| MELI | C | 0.17% | |
| WDAY | C | 0.17% | |
| MRVL | B | 0.16% | |
| IT | C | 0.16% | |
| TEAM | B | 0.15% | |
| STE | F | 0.15% | |
| TWLO | B | 0.15% | |
| PTC | A | 0.15% | |
| D | C | 0.15% | |
| KMB | C | 0.15% | |
| OVV | C | 0.14% | |
| WFC | A | 0.13% | |
| WSM | B | 0.13% | |
| EME | B | 0.13% | |
| LII | A | 0.13% | |
| HUBS | B | 0.13% | |
| J | F | 0.13% | |
| HCA | F | 0.13% | |
| NUE | D | 0.12% | |
| TRMB | B | 0.12% | |
| CNH | A | 0.12% | |
| IQV | F | 0.12% | |
| FICO | B | 0.12% | |
| ADI | D | 0.12% | |
| KKR | B | 0.12% | |
| FDX | B | 0.11% | |
| GDDY | B | 0.11% | |
| VEEV | B | 0.11% | |
| HWM | B | 0.11% | |
| CEG | D | 0.11% | |
| DELL | C | 0.11% | |
| STLD | B | 0.11% | |
| OC | B | 0.11% | |
| FOX | B | 0.11% | |
| IP | B | 0.11% | |
| JNPR | F | 0.1% | |
| MRO | B | 0.1% | |
| DXCM | C | 0.1% | |
| LH | B | 0.1% | |
| WST | C | 0.1% | |
| FBIN | D | 0.1% | |
| LDOS | D | 0.1% | |
| ODFL | B | 0.1% | |
| MDB | C | 0.1% | |
| STX | D | 0.09% | |
| SNOW | C | 0.09% | |
| WTRG | B | 0.09% | |
| AVTR | F | 0.08% | |
| ALNY | D | 0.08% | |
| MOH | F | 0.08% | |
| FSLR | F | 0.08% | |
| NTAP | C | 0.08% | |
| HII | F | 0.07% | |
| DLTR | D | 0.06% |
ESGU Underweight 128 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | B | -1.06% | |
| ABT | B | -0.57% | |
| TJX | A | -0.38% | |
| BSX | C | -0.37% | |
| TMUS | A | -0.32% | |
| CB | D | -0.3% | |
| MDT | D | -0.3% | |
| NKE | F | -0.25% | |
| PH | A | -0.25% | |
| ICE | D | -0.25% | |
| MDLZ | F | -0.24% | |
| SHW | A | -0.24% | |
| CME | A | -0.23% | |
| AON | A | -0.23% | |
| KLAC | F | -0.23% | |
| WM | A | -0.22% | |
| EMR | A | -0.21% | |
| CTAS | B | -0.21% | |
| CVS | D | -0.2% | |
| WMB | B | -0.2% | |
| ITW | A | -0.2% | |
| APD | A | -0.2% | |
| CSX | B | -0.19% | |
| FCX | F | -0.18% | |
| BDX | F | -0.18% | |
| MAR | A | -0.18% | |
| SRE | A | -0.17% | |
| GM | B | -0.17% | |
| PCAR | B | -0.16% | |
| NSC | A | -0.16% | |
| ALL | B | -0.15% | |
| PSA | C | -0.15% | |
| MPC | F | -0.15% | |
| AMP | B | -0.15% | |
| AME | A | -0.13% | |
| MSCI | C | -0.13% | |
| ROST | C | -0.13% | |
| AIG | B | -0.13% | |
| RSG | A | -0.12% | |
| OTIS | C | -0.11% | |
| VRSK | A | -0.11% | |
| CTVA | B | -0.11% | |
| WAB | B | -0.1% | |
| OXY | F | -0.1% | |
| EXR | C | -0.1% | |
| HUM | C | -0.1% | |
| MTB | B | -0.1% | |
| RMD | C | -0.1% | |
| YUM | B | -0.1% | |
| DOW | F | -0.09% | |
| CSGP | C | -0.09% | |
| FITB | B | -0.09% | |
| ROK | B | -0.09% | |
| AVB | B | -0.09% | |
| ETR | B | -0.09% | |
| AWK | D | -0.08% | |
| DOV | A | -0.08% | |
| SW | B | -0.08% | |
| HAL | C | -0.08% | |
| STT | A | -0.08% | |
| ON | C | -0.08% | |
| GPN | C | -0.08% | |
| EBAY | C | -0.08% | |
| TTWO | B | -0.08% | |
| RJF | A | -0.08% | |
| DVN | F | -0.07% | |
| RF | B | -0.07% | |
| EQR | B | -0.07% | |
| CCL | B | -0.07% | |
| HSY | F | -0.07% | |
| CPAY | A | -0.07% | |
| TROW | A | -0.07% | |
| VTR | D | -0.07% | |
| CFG | B | -0.06% | |
| LYB | F | -0.06% | |
| CBOE | B | -0.06% | |
| EXPE | B | -0.06% | |
| AVY | D | -0.05% | |
| CF | B | -0.05% | |
| ARE | D | -0.05% | |
| BAX | F | -0.05% | |
| GPC | D | -0.05% | |
| MAS | C | -0.05% | |
| KIM | A | -0.05% | |
| LVS | C | -0.05% | |
| KEY | A | -0.05% | |
| TSN | B | -0.05% | |
| OMC | C | -0.05% | |
| TPR | A | -0.04% | |
| ALB | C | -0.04% | |
| CAG | D | -0.04% | |
| SWK | D | -0.04% | |
| UDR | B | -0.04% | |
| RVTY | D | -0.04% | |
| APTV | F | -0.04% | |
| AMCR | D | -0.04% | |
| DOC | C | -0.04% | |
| EL | F | -0.04% | |
| EG | C | -0.04% | |
| GL | C | -0.03% | |
| CRL | C | -0.03% | |
| MKTX | D | -0.03% | |
| LW | C | -0.03% | |
| NWSA | B | -0.03% | |
| INCY | C | -0.03% | |
| NCLH | B | -0.03% | |
| BXP | D | -0.03% | |
| SJM | D | -0.03% | |
| KMX | B | -0.03% | |
| DAY | A | -0.03% | |
| ALLE | D | -0.03% | |
| HST | C | -0.03% | |
| REG | B | -0.03% | |
| JKHY | D | -0.03% | |
| WBA | D | -0.02% | |
| BEN | C | -0.02% | |
| FMC | D | -0.02% | |
| MHK | D | -0.02% | |
| BWA | C | -0.02% | |
| IVZ | B | -0.02% | |
| RL | B | -0.02% | |
| CZR | D | -0.02% | |
| MOS | F | -0.02% | |
| HAS | D | -0.02% | |
| FRT | A | -0.02% | |
| WYNN | D | -0.02% | |
| MGM | F | -0.02% | |
| NWS | 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
EFIV: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Credit Services
Drug Manufacturers - Major
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Specialty Retail
Agricultural Inputs
Compare ETFs
