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      ESGU vs. EVUS ETF Comparison

      Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to iShares ESG Aware MSCI USA Value ETF (EVUS)
      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
      EVUS

      iShares ESG Aware MSCI USA Value ETF

      EVUS Description EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

      Grade (RS Rating)

      Last Trade

      $30.74

      Average Daily Volume

      1,444

      Number of Holdings *

      234

      * may have additional holdings in another (foreign) market
      Performance
      Period ESGU EVUS
      30 Days 3.53% 2.65%
      60 Days 4.75% 3.47%
      90 Days 6.66% 6.09%
      12 Months 32.83% 29.50%
      200 Overlapping Holdings
      Symbol Grade Weight in ESGU Weight in EVUS Overlap
      A D 0.11% 0.19% 0.11%
      ABBV D 0.41% 0.92% 0.41%
      ACGL D 0.12% 0.16% 0.12%
      ACN C 0.43% 0.56% 0.43%
      ADI D 0.12% 0.27% 0.12%
      ADM D 0.09% 0.11% 0.09%
      ADP B 0.69% 1.24% 0.69%
      AFL B 0.12% 0.23% 0.12%
      AIZ A 0.12% 0.2% 0.12%
      AKAM D 0.09% 0.12% 0.09%
      AMGN D 0.37% 0.74% 0.37%
      AMT D 0.31% 0.59% 0.31%
      ANSS B 0.21% 0.35% 0.21%
      AVGO D 1.37% 2.9% 1.37%
      AVTR F 0.08% 0.09% 0.08%
      AXP A 0.44% 0.9% 0.44%
      BAC A 0.65% 1.33% 0.65%
      BALL D 0.09% 0.1% 0.09%
      BBY D 0.16% 0.28% 0.16%
      BG F 0.18% 0.32% 0.18%
      BIIB F 0.07% 0.1% 0.07%
      BK A 0.42% 0.74% 0.42%
      BKR B 0.15% 0.31% 0.15%
      BLK C 0.12% 0.31% 0.12%
      BMY B 0.17% 0.42% 0.17%
      BR A 0.45% 0.73% 0.45%
      BRK.A B 0.41% 1.19% 0.41%
      C A 0.34% 0.69% 0.34%
      CAH B 0.15% 0.31% 0.15%
      CARR D 0.17% 0.4% 0.17%
      CAT B 0.32% 0.75% 0.32%
      CBRE B 0.18% 0.35% 0.18%
      CCI D 0.31% 0.6% 0.31%
      CHD B 0.21% 0.29% 0.21%
      CHRW C 0.2% 0.4% 0.2%
      CI F 0.28% 0.58% 0.28%
      CLX B 0.26% 0.43% 0.26%
      CMCSA B 0.2% 0.4% 0.2%
      CMI A 0.46% 0.78% 0.46%
      CMS C 0.18% 0.38% 0.18%
      CNC D 0.07% 0.18% 0.07%
      CNH C 0.12% 0.24% 0.12%
      COF B 0.12% 0.18% 0.12%
      COO D 0.17% 0.3% 0.17%
      COP C 0.36% 0.82% 0.36%
      COR B 0.22% 0.49% 0.22%
      CPB D 0.08% 0.12% 0.08%
      CRH A 0.39% 0.76% 0.39%
      CSCO B 0.47% 1.01% 0.47%
      CVX A 0.61% 1.26% 0.61%
      D C 0.15% 0.28% 0.15%
      DAL C 0.23% 0.3% 0.23%
      DE A 0.22% 0.43% 0.22%
      DFS B 0.24% 0.45% 0.24%
      DGX A 0.14% 0.3% 0.14%
      DHI D 0.09% 0.16% 0.09%
      DHR F 0.31% 0.7% 0.31%
      DIS B 0.47% 0.88% 0.47%
      DLR B 0.23% 0.47% 0.23%
      DLTR F 0.06% 0.06% 0.06%
      EA A 0.17% 0.41% 0.17%
      ECL D 0.4% 0.64% 0.4%
      ED D 0.09% 0.25% 0.09%
      EIX B 0.11% 0.28% 0.11%
      ELV F 0.34% 0.65% 0.34%
      EQIX A 0.33% 0.61% 0.33%
      EQT B 0.12% 0.16% 0.12%
      ES D 0.1% 0.23% 0.1%
      ETN A 0.19% 0.29% 0.19%
      EXC C 0.16% 0.35% 0.16%
      EXPD D 0.25% 0.51% 0.25%
      FANG D 0.09% 0.11% 0.09%
      FBIN D 0.1% 0.23% 0.1%
      FDS B 0.16% 0.19% 0.16%
      FDX B 0.11% 0.23% 0.11%
      FERG B 0.2% 0.43% 0.2%
      FI A 0.12% 0.38% 0.12%
      FIS C 0.13% 0.25% 0.13%
      FLUT A 0.25% 0.36% 0.25%
      FOX A 0.11% 0.13% 0.11%
      FSLR F 0.08% 0.1% 0.08%
      FTV C 0.14% 0.27% 0.14%
      GEV B 0.17% 0.23% 0.17%
      GILD C 0.48% 0.96% 0.48%
      GIS D 0.35% 0.6% 0.35%
      GS A 0.4% 0.84% 0.4%
      HBAN A 0.17% 0.29% 0.17%
      HCA F 0.13% 0.3% 0.13%
      HD A 1.02% 2.07% 1.02%
      HIG B 0.26% 0.47% 0.26%
      HII D 0.07% 0.12% 0.07%
      HOLX D 0.1% 0.14% 0.1%
      HON B 0.39% 0.86% 0.39%
      HPE B 0.17% 0.35% 0.17%
      HPQ B 0.1% 0.17% 0.1%
      HRL D 0.09% 0.12% 0.09%
      HUBB B 0.11% 0.14% 0.11%
      IBM C 0.52% 1.17% 0.52%
      IEX B 0.11% 0.17% 0.11%
      IFF D 0.08% 0.12% 0.08%
      INTC D 0.29% 0.57% 0.29%
      IP B 0.11% 0.16% 0.11%
      IPG D 0.08% 0.08% 0.08%
      IR B 0.11% 0.15% 0.11%
      IRM D 0.15% 0.34% 0.15%
      J F 0.13% 0.21% 0.13%
      JBHT C 0.1% 0.16% 0.1%
      JCI C 0.18% 0.38% 0.18%
      JNJ D 0.62% 1.43% 0.62%
      JNPR F 0.1% 0.11% 0.1%
      JPM A 1.34% 2.81% 1.34%
      K A 0.48% 0.89% 0.48%
      KDP D 0.09% 0.21% 0.09%
      KEYS A 0.2% 0.35% 0.2%
      KHC F 0.16% 0.26% 0.16%
      KMB D 0.15% 0.36% 0.15%
      KMI A 0.32% 0.81% 0.32%
      KO D 0.85% 1.67% 0.85%
      KR B 0.22% 0.41% 0.22%
      LDOS C 0.1% 0.11% 0.1%
      LH C 0.1% 0.22% 0.1%
      LIN D 0.34% 0.49% 0.34%
      LKQ D 0.23% 0.39% 0.23%
      LOW D 0.39% 0.74% 0.39%
      MCD D 0.31% 0.63% 0.31%
      MET A 0.31% 0.52% 0.31%
      MKC D 0.1% 0.14% 0.1%
      MMC B 0.17% 0.24% 0.17%
      MMM D 0.32% 0.6% 0.32%
      MRK F 0.47% 0.52% 0.47%
      MRO B 0.1% 0.18% 0.1%
      MS A 0.54% 1.07% 0.54%
      MU D 0.18% 0.41% 0.18%
      NDAQ A 0.2% 0.38% 0.2%
      NEE D 0.41% 0.82% 0.41%
      NEM D 0.15% 0.28% 0.15%
      NI A 0.38% 0.67% 0.38%
      NOC D 0.19% 0.4% 0.19%
      NTAP C 0.08% 0.1% 0.08%
      NTRS A 0.12% 0.16% 0.12%
      NUE C 0.12% 0.25% 0.12%
      NXPI D 0.26% 0.52% 0.26%
      OC A 0.11% 0.21% 0.11%
      OKE A 0.39% 0.77% 0.39%
      ORCL B 0.59% 1.31% 0.59%
      OVV B 0.14% 0.39% 0.14%
      PAYX C 0.11% 0.12% 0.11%
      PEG A 0.48% 0.96% 0.48%
      PEP F 0.38% 0.84% 0.38%
      PFE D 0.24% 0.55% 0.24%
      PFG D 0.11% 0.12% 0.11%
      PG A 0.69% 1.5% 0.69%
      PGR A 0.42% 0.39% 0.39%
      PHM D 0.1% 0.13% 0.1%
      PLD D 0.13% 0.3% 0.13%
      PNC B 0.36% 0.62% 0.36%
      PNR A 0.32% 0.63% 0.32%
      PPG F 0.21% 0.34% 0.21%
      PRU A 0.54% 1.02% 0.54%
      PSX C 0.13% 0.33% 0.13%
      PYPL B 0.14% 0.24% 0.14%
      QCOM F 0.28% 0.63% 0.28%
      REGN F 0.15% 0.22% 0.15%
      RTX C 0.42% 0.79% 0.42%
      SBUX A 0.24% 0.37% 0.24%
      SCHW B 0.2% 0.4% 0.2%
      SLB C 0.1% 0.28% 0.1%
      SPGI C 0.47% 0.65% 0.47%
      STE F 0.15% 0.3% 0.15%
      STLD B 0.11% 0.11% 0.11%
      SYF B 0.22% 0.47% 0.22%
      SYY B 0.09% 0.09% 0.09%
      T A 0.16% 0.38% 0.16%
      TAP C 0.19% 0.33% 0.19%
      TFC A 0.13% 0.24% 0.13%
      TFX F 0.08% 0.15% 0.08%
      TGT F 0.23% 0.43% 0.23%
      TMO F 0.2% 0.11% 0.11%
      TRMB B 0.12% 0.2% 0.12%
      TRV B 0.21% 0.46% 0.21%
      TSCO D 0.14% 0.23% 0.14%
      TWLO A 0.15% 0.15% 0.15%
      TXN C 0.7% 1.47% 0.7%
      ULTA F 0.09% 0.09% 0.09%
      UNH C 0.95% 2.04% 0.95%
      UPS C 0.16% 0.32% 0.16%
      URI B 0.13% 0.27% 0.13%
      USB A 0.17% 0.28% 0.17%
      VLO C 0.09% 0.23% 0.09%
      VZ C 0.37% 0.79% 0.37%
      WDC D 0.09% 0.11% 0.09%
      WELL A 0.24% 0.46% 0.24%
      WFC A 0.13% 0.28% 0.13%
      WTRG B 0.09% 0.21% 0.09%
      WTW B 0.11% 0.14% 0.11%
      WY D 0.1% 0.26% 0.1%
      XOM B 0.58% 1.54% 0.58%
      XYL D 0.22% 0.41% 0.22%
      ZBH C 0.1% 0.23% 0.1%
      ZTS D 0.34% 0.43% 0.34%
      ESGU Overweight 84 Positions Relative to EVUS
      Symbol Grade Weight
      NVDA C 6.91%
      AAPL C 6.22%
      MSFT F 5.77%
      AMZN C 3.61%
      GOOG C 2.34%
      META D 2.19%
      TSLA B 1.78%
      LLY F 1.21%
      GOOGL C 1.19%
      V A 1.05%
      MA C 0.95%
      COST B 0.79%
      CRM B 0.72%
      NOW A 0.66%
      INTU C 0.61%
      NFLX A 0.6%
      ADBE C 0.56%
      TT A 0.47%
      AMAT F 0.46%
      GE D 0.45%
      AMD F 0.44%
      GWW B 0.37%
      ADSK A 0.37%
      BKNG A 0.34%
      ISRG A 0.33%
      HES B 0.32%
      MCK B 0.32%
      VRTX F 0.32%
      MCO B 0.3%
      LRCX F 0.29%
      UNP C 0.29%
      TRGP B 0.28%
      PANW C 0.27%
      EW C 0.25%
      IDXX F 0.23%
      UBER D 0.23%
      CDNS B 0.22%
      AXON A 0.22%
      SNPS B 0.21%
      LNG B 0.2%
      DECK A 0.2%
      ANET C 0.2%
      VLTO D 0.19%
      MELI D 0.17%
      WAT B 0.17%
      WDAY B 0.17%
      MRVL B 0.16%
      IT C 0.16%
      TEAM A 0.15%
      PTC A 0.15%
      RCL A 0.14%
      CMG B 0.13%
      WSM B 0.13%
      EME C 0.13%
      LII A 0.13%
      HUBS A 0.13%
      SBAC D 0.13%
      LULU C 0.12%
      IQV D 0.12%
      FICO B 0.12%
      KKR A 0.12%
      GDDY A 0.11%
      SYK C 0.11%
      HLT A 0.11%
      VEEV C 0.11%
      HWM A 0.11%
      AJG B 0.11%
      CEG D 0.11%
      DELL C 0.11%
      PWR A 0.11%
      POOL C 0.1%
      DXCM D 0.1%
      WST C 0.1%
      ODFL B 0.1%
      DVA B 0.1%
      MDB C 0.1%
      CL D 0.09%
      STX D 0.09%
      SNOW C 0.09%
      PARA C 0.09%
      MTD D 0.08%
      ALNY D 0.08%
      MOH F 0.08%
      MRNA F 0.04%
      ESGU Underweight 34 Positions Relative to EVUS
      Symbol Grade Weight
      ABT B -0.24%
      TJX A -0.18%
      STT A -0.18%
      WMB A -0.16%
      ALLE D -0.15%
      ROK B -0.13%
      CB C -0.13%
      BXP D -0.12%
      PSA D -0.11%
      SOLV C -0.11%
      CBOE B -0.11%
      AZPN A -0.11%
      GEN B -0.11%
      MKTX D -0.11%
      APD A -0.11%
      CCK C -0.1%
      DD D -0.1%
      HUM C -0.1%
      DOW F -0.1%
      RMD C -0.1%
      ITW B -0.1%
      DOV A -0.1%
      ICE C -0.1%
      CAG D -0.09%
      MDLZ F -0.09%
      TTC D -0.09%
      CVS D -0.09%
      KMX B -0.09%
      AVY D -0.09%
      STZ D -0.09%
      GEHC F -0.09%
      LYB F -0.08%
      NKE D -0.08%
      DG F -0.06%

      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
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Natural Gas Insurance Telecommunications Bank Cloud Computing Electronics Medicine Banking Chemical Electricity Work From Home IBD 50 Aerospace Disability Petroleum Industry Cloud Infrastructure

      EVUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Drug Manufacturers - Major Packaged Foods Business Services Capital Markets Health Care Plans Semiconductors Specialty Chemicals Credit Services Diagnostics & Research Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P Software - Application Utilities - Regulated Electric Asset Management Banks - Global Banks - Regional - US Household & Personal Products Insurance - Diversified
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products
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