ESGU vs. FYEE ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to Fidelity Yield Enhanced Equity ETF (FYEE)
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
FYEE
Fidelity Yield Enhanced Equity ETF
FYEE Description
FYEE is actively managed, investing in equities similar to the S&P 500 and Russell 1000. The fund sells call options for income generation, emphasizing current income and potential capital growth.Grade (RS Rating)
Last Trade
$27.41
Average Daily Volume
2,331
Number of Holdings
*
153
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | FYEE |
|---|---|---|
| 30 Days | 3.53% | 3.53% |
| 60 Days | 4.75% | 5.30% |
| 90 Days | 6.66% | 7.07% |
| 12 Months | 32.83% |
83 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in FYEE | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.22% | 7.39% | 6.22% | |
| ABBV | D | 0.41% | 0.93% | 0.41% | |
| ADBE | C | 0.56% | 0.94% | 0.56% | |
| ADP | B | 0.69% | 0.26% | 0.26% | |
| AMAT | F | 0.46% | 0.68% | 0.46% | |
| AMGN | D | 0.37% | 0.25% | 0.25% | |
| AMT | D | 0.31% | 0.21% | 0.21% | |
| AMZN | C | 3.61% | 3.85% | 3.61% | |
| ANET | C | 0.2% | 0.07% | 0.07% | |
| AVGO | D | 1.37% | 1.66% | 1.37% | |
| AXP | A | 0.44% | 0.44% | 0.44% | |
| BAC | A | 0.65% | 1.19% | 0.65% | |
| BIIB | F | 0.07% | 0.21% | 0.07% | |
| BK | A | 0.42% | 0.13% | 0.13% | |
| BMY | B | 0.17% | 0.75% | 0.17% | |
| BRK.A | B | 0.41% | 2.2% | 0.41% | |
| C | A | 0.34% | 0.72% | 0.34% | |
| CAH | B | 0.15% | 0.32% | 0.15% | |
| CAT | B | 0.32% | 0.53% | 0.32% | |
| CI | F | 0.28% | 0.63% | 0.28% | |
| CL | D | 0.09% | 0.55% | 0.09% | |
| CLX | B | 0.26% | 0.14% | 0.14% | |
| CMCSA | B | 0.2% | 0.85% | 0.2% | |
| CMG | B | 0.13% | 0.48% | 0.13% | |
| COST | B | 0.79% | 0.31% | 0.31% | |
| CRM | B | 0.72% | 1.17% | 0.72% | |
| CSCO | B | 0.47% | 0.81% | 0.47% | |
| CVX | A | 0.61% | 0.02% | 0.02% | |
| DIS | B | 0.47% | 0.72% | 0.47% | |
| ECL | D | 0.4% | 0.64% | 0.4% | |
| ED | D | 0.09% | 0.1% | 0.09% | |
| GE | D | 0.45% | 0.48% | 0.45% | |
| GILD | C | 0.48% | 0.75% | 0.48% | |
| GOOG | C | 2.34% | 1.9% | 1.9% | |
| GOOGL | C | 1.19% | 2.05% | 1.19% | |
| HD | A | 1.02% | 1.33% | 1.02% | |
| HWM | A | 0.11% | 0.39% | 0.11% | |
| IDXX | F | 0.23% | 0.15% | 0.15% | |
| INTU | C | 0.61% | 0.12% | 0.12% | |
| JNJ | D | 0.62% | 0.73% | 0.62% | |
| JPM | A | 1.34% | 1.95% | 1.34% | |
| KR | B | 0.22% | 0.12% | 0.12% | |
| LDOS | C | 0.1% | 0.31% | 0.1% | |
| LLY | F | 1.21% | 0.77% | 0.77% | |
| LRCX | F | 0.29% | 0.24% | 0.24% | |
| MA | C | 0.95% | 1.36% | 0.95% | |
| META | D | 2.19% | 2.9% | 2.19% | |
| MMC | B | 0.17% | 0.53% | 0.17% | |
| MMM | D | 0.32% | 0.19% | 0.19% | |
| MRK | F | 0.47% | 0.96% | 0.47% | |
| MSFT | F | 5.77% | 5.69% | 5.69% | |
| MU | D | 0.18% | 0.5% | 0.18% | |
| NEE | D | 0.41% | 0.83% | 0.41% | |
| NFLX | A | 0.6% | 1.29% | 0.6% | |
| NOC | D | 0.19% | 0.6% | 0.19% | |
| NOW | A | 0.66% | 0.49% | 0.49% | |
| NUE | C | 0.12% | 0.36% | 0.12% | |
| NVDA | C | 6.91% | 7.38% | 6.91% | |
| ORCL | B | 0.59% | 0.04% | 0.04% | |
| PEP | F | 0.38% | 0.19% | 0.19% | |
| PFE | D | 0.24% | 0.42% | 0.24% | |
| PG | A | 0.69% | 0.81% | 0.69% | |
| PGR | A | 0.42% | 0.68% | 0.42% | |
| PPG | F | 0.21% | 0.35% | 0.21% | |
| PYPL | B | 0.14% | 0.72% | 0.14% | |
| QCOM | F | 0.28% | 0.85% | 0.28% | |
| RTX | C | 0.42% | 0.28% | 0.28% | |
| SCHW | B | 0.2% | 0.79% | 0.2% | |
| SPGI | C | 0.47% | 0.22% | 0.22% | |
| SYK | C | 0.11% | 0.24% | 0.11% | |
| T | A | 0.16% | 0.72% | 0.16% | |
| TMO | F | 0.2% | 0.38% | 0.2% | |
| TRV | B | 0.21% | 0.26% | 0.21% | |
| TSLA | B | 1.78% | 1.28% | 1.28% | |
| TT | A | 0.47% | 0.68% | 0.47% | |
| TWLO | A | 0.15% | 0.09% | 0.09% | |
| UBER | D | 0.23% | 0.23% | 0.23% | |
| UNH | C | 0.95% | 0.59% | 0.59% | |
| UNP | C | 0.29% | 0.75% | 0.29% | |
| V | A | 1.05% | 0.65% | 0.65% | |
| VEEV | C | 0.11% | 0.04% | 0.04% | |
| WFC | A | 0.13% | 0.29% | 0.13% | |
| XOM | B | 0.58% | 1.57% | 0.58% |
ESGU Overweight 201 Positions Relative to FYEE
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | D | 0.85% | |
| TXN | C | 0.7% | |
| MS | A | 0.54% | |
| PRU | A | 0.54% | |
| IBM | C | 0.52% | |
| PEG | A | 0.48% | |
| K | A | 0.48% | |
| CMI | A | 0.46% | |
| BR | A | 0.45% | |
| AMD | F | 0.44% | |
| ACN | C | 0.43% | |
| GS | A | 0.4% | |
| LOW | D | 0.39% | |
| OKE | A | 0.39% | |
| CRH | A | 0.39% | |
| HON | B | 0.39% | |
| NI | A | 0.38% | |
| GWW | B | 0.37% | |
| VZ | C | 0.37% | |
| ADSK | A | 0.37% | |
| COP | C | 0.36% | |
| PNC | B | 0.36% | |
| GIS | D | 0.35% | |
| ZTS | D | 0.34% | |
| ELV | F | 0.34% | |
| BKNG | A | 0.34% | |
| LIN | D | 0.34% | |
| ISRG | A | 0.33% | |
| EQIX | A | 0.33% | |
| HES | B | 0.32% | |
| MCK | B | 0.32% | |
| VRTX | F | 0.32% | |
| PNR | A | 0.32% | |
| KMI | A | 0.32% | |
| MCD | D | 0.31% | |
| MET | A | 0.31% | |
| DHR | F | 0.31% | |
| CCI | D | 0.31% | |
| MCO | B | 0.3% | |
| INTC | D | 0.29% | |
| TRGP | B | 0.28% | |
| PANW | C | 0.27% | |
| HIG | B | 0.26% | |
| NXPI | D | 0.26% | |
| EW | C | 0.25% | |
| FLUT | A | 0.25% | |
| EXPD | D | 0.25% | |
| SBUX | A | 0.24% | |
| WELL | A | 0.24% | |
| DFS | B | 0.24% | |
| DAL | C | 0.23% | |
| LKQ | D | 0.23% | |
| TGT | F | 0.23% | |
| DLR | B | 0.23% | |
| DE | A | 0.22% | |
| CDNS | B | 0.22% | |
| AXON | A | 0.22% | |
| XYL | D | 0.22% | |
| COR | B | 0.22% | |
| SYF | B | 0.22% | |
| CHD | B | 0.21% | |
| SNPS | B | 0.21% | |
| ANSS | B | 0.21% | |
| LNG | B | 0.2% | |
| FERG | B | 0.2% | |
| DECK | A | 0.2% | |
| KEYS | A | 0.2% | |
| NDAQ | A | 0.2% | |
| CHRW | C | 0.2% | |
| VLTO | D | 0.19% | |
| TAP | C | 0.19% | |
| ETN | A | 0.19% | |
| CBRE | B | 0.18% | |
| JCI | C | 0.18% | |
| BG | F | 0.18% | |
| CMS | C | 0.18% | |
| HPE | B | 0.17% | |
| EA | A | 0.17% | |
| HBAN | A | 0.17% | |
| GEV | B | 0.17% | |
| COO | D | 0.17% | |
| MELI | D | 0.17% | |
| CARR | D | 0.17% | |
| USB | A | 0.17% | |
| WAT | B | 0.17% | |
| WDAY | B | 0.17% | |
| BBY | D | 0.16% | |
| FDS | B | 0.16% | |
| UPS | C | 0.16% | |
| MRVL | B | 0.16% | |
| IT | C | 0.16% | |
| EXC | C | 0.16% | |
| KHC | F | 0.16% | |
| TEAM | A | 0.15% | |
| NEM | D | 0.15% | |
| BKR | B | 0.15% | |
| STE | F | 0.15% | |
| IRM | D | 0.15% | |
| PTC | A | 0.15% | |
| D | C | 0.15% | |
| REGN | F | 0.15% | |
| KMB | D | 0.15% | |
| FTV | C | 0.14% | |
| OVV | B | 0.14% | |
| RCL | A | 0.14% | |
| DGX | A | 0.14% | |
| TSCO | D | 0.14% | |
| FIS | C | 0.13% | |
| WSM | B | 0.13% | |
| EME | C | 0.13% | |
| TFC | A | 0.13% | |
| LII | A | 0.13% | |
| HUBS | A | 0.13% | |
| J | F | 0.13% | |
| SBAC | D | 0.13% | |
| PLD | D | 0.13% | |
| HCA | F | 0.13% | |
| PSX | C | 0.13% | |
| URI | B | 0.13% | |
| LULU | C | 0.12% | |
| BLK | C | 0.12% | |
| NTRS | A | 0.12% | |
| AFL | B | 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% | |
| ADI | D | 0.12% | |
| FI | A | 0.12% | |
| COF | B | 0.12% | |
| KKR | A | 0.12% | |
| WTW | B | 0.11% | |
| FDX | B | 0.11% | |
| PFG | D | 0.11% | |
| GDDY | A | 0.11% | |
| IR | B | 0.11% | |
| EIX | B | 0.11% | |
| PAYX | C | 0.11% | |
| IEX | B | 0.11% | |
| HLT | A | 0.11% | |
| AJG | B | 0.11% | |
| CEG | D | 0.11% | |
| HUBB | B | 0.11% | |
| DELL | C | 0.11% | |
| STLD | B | 0.11% | |
| A | D | 0.11% | |
| OC | A | 0.11% | |
| PWR | A | 0.11% | |
| FOX | A | 0.11% | |
| IP | B | 0.11% | |
| MKC | D | 0.1% | |
| HOLX | D | 0.1% | |
| JNPR | F | 0.1% | |
| ZBH | C | 0.1% | |
| MRO | B | 0.1% | |
| PHM | D | 0.1% | |
| POOL | C | 0.1% | |
| ES | D | 0.1% | |
| DXCM | D | 0.1% | |
| LH | C | 0.1% | |
| WST | C | 0.1% | |
| FBIN | D | 0.1% | |
| SLB | C | 0.1% | |
| HPQ | B | 0.1% | |
| ODFL | B | 0.1% | |
| WY | D | 0.1% | |
| JBHT | C | 0.1% | |
| DVA | B | 0.1% | |
| MDB | C | 0.1% | |
| DHI | D | 0.09% | |
| KDP | D | 0.09% | |
| HRL | D | 0.09% | |
| ADM | D | 0.09% | |
| AKAM | D | 0.09% | |
| FANG | D | 0.09% | |
| STX | D | 0.09% | |
| SNOW | C | 0.09% | |
| BALL | D | 0.09% | |
| WDC | D | 0.09% | |
| WTRG | B | 0.09% | |
| SYY | B | 0.09% | |
| ULTA | F | 0.09% | |
| PARA | C | 0.09% | |
| VLO | 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% | |
| NTAP | C | 0.08% | |
| CPB | D | 0.08% | |
| HII | D | 0.07% | |
| CNC | D | 0.07% | |
| DLTR | F | 0.06% | |
| MRNA | F | 0.04% |
ESGU Underweight 70 Positions Relative to FYEE
| Symbol | Grade | Weight | |
|---|---|---|---|
| PM | B | -0.95% | |
| WMT | A | -0.82% | |
| LMT | D | -0.72% | |
| TJX | A | -0.72% | |
| CTAS | B | -0.66% | |
| ABT | B | -0.64% | |
| KLAC | D | -0.61% | |
| SQ | B | -0.6% | |
| BDX | F | -0.59% | |
| SEIC | B | -0.55% | |
| DVN | F | -0.53% | |
| ZM | B | -0.53% | |
| CVNA | B | -0.53% | |
| ZBRA | B | -0.52% | |
| DBX | B | -0.52% | |
| TXT | D | -0.51% | |
| EOG | A | -0.49% | |
| CSX | B | -0.49% | |
| IGT | F | -0.46% | |
| EXEL | B | -0.44% | |
| CME | A | -0.44% | |
| SPG | B | -0.44% | |
| WM | A | -0.43% | |
| MSI | B | -0.43% | |
| GRMN | B | -0.4% | |
| PCAR | B | -0.38% | |
| ALLE | D | -0.38% | |
| ANF | C | -0.36% | |
| TDC | D | -0.35% | |
| ALRM | C | -0.34% | |
| INCY | C | -0.34% | |
| F | C | -0.33% | |
| SKYW | B | -0.31% | |
| TMUS | B | -0.29% | |
| MEDP | D | -0.29% | |
| TROW | B | -0.28% | |
| MSCI | C | -0.26% | |
| MGM | D | -0.24% | |
| CVS | D | -0.23% | |
| RSG | A | -0.23% | |
| LHX | C | -0.21% | |
| GAP | C | -0.21% | |
| FTNT | C | -0.2% | |
| SSNC | B | -0.19% | |
| TPH | D | -0.19% | |
| PSA | D | -0.18% | |
| BBWI | D | -0.17% | |
| CACI | D | -0.17% | |
| LNW | D | -0.16% | |
| OXY | D | -0.15% | |
| ITW | B | -0.15% | |
| UNM | A | -0.13% | |
| GL | B | -0.13% | |
| GEN | B | -0.13% | |
| AON | A | -0.13% | |
| LPLA | A | -0.12% | |
| PLTK | B | -0.12% | |
| NSC | B | -0.11% | |
| DASH | A | -0.11% | |
| NRG | B | -0.09% | |
| AME | A | -0.09% | |
| DOCU | A | -0.09% | |
| LYFT | C | -0.08% | |
| NBIX | C | -0.07% | |
| CINF | A | -0.07% | |
| CRUS | D | -0.07% | |
| QRVO | F | -0.06% | |
| UTHR | C | -0.05% | |
| TNL | A | -0.04% | |
| TOL | B | -0.02% |
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
FYEE: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Apparel Stores
Banks - Global
Biotechnology
Capital Markets
Credit Services
Diversified Industrials
Software - Infrastructure
Telecom Services
Asset Management
Communication Equipment
Diagnostics & Research
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas E&P
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