ESGU vs. IVW ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to iShares S&P 500 Growth ETF (IVW)
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
$126.25
Average Daily Volume
497,303
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$95.75
Average Daily Volume
2,407,126
Number of Holdings
*
231
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | IVW |
|---|---|---|
| 30 Days | 2.32% | 2.83% |
| 60 Days | 6.21% | 7.06% |
| 90 Days | 5.27% | 1.99% |
| 12 Months | 36.13% | 40.81% |
132 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in IVW | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 6.49% | 12.14% | 6.49% | |
| ABBV | B | 0.49% | 0.49% | 0.49% | |
| ACGL | C | 0.14% | 0.16% | 0.14% | |
| ACN | C | 0.42% | 0.44% | 0.42% | |
| ADBE | F | 0.6% | 0.91% | 0.6% | |
| ADI | C | 0.14% | 0.26% | 0.14% | |
| ADP | B | 0.66% | 0.17% | 0.17% | |
| ADSK | B | 0.34% | 0.12% | 0.12% | |
| AJG | D | 0.11% | 0.12% | 0.11% | |
| AKAM | D | 0.1% | 0.03% | 0.03% | |
| AMAT | C | 0.53% | 0.63% | 0.53% | |
| AMD | C | 0.52% | 0.97% | 0.52% | |
| AMT | C | 0.38% | 0.17% | 0.17% | |
| AMZN | C | 3.51% | 4.31% | 3.51% | |
| ANET | B | 0.22% | 0.37% | 0.22% | |
| ANSS | D | 0.21% | 0.06% | 0.06% | |
| AVGO | C | 1.46% | 2.8% | 1.46% | |
| AXON | A | 0.15% | 0.11% | 0.11% | |
| AXP | A | 0.42% | 0.41% | 0.41% | |
| BKNG | B | 0.29% | 0.52% | 0.29% | |
| BR | C | 0.43% | 0.05% | 0.05% | |
| CARR | B | 0.19% | 0.12% | 0.12% | |
| CAT | B | 0.32% | 0.41% | 0.32% | |
| CDNS | D | 0.21% | 0.29% | 0.21% | |
| CEG | C | 0.13% | 0.11% | 0.11% | |
| CHD | C | 0.2% | 0.04% | 0.04% | |
| CL | C | 0.1% | 0.13% | 0.1% | |
| CMG | D | 0.13% | 0.31% | 0.13% | |
| COO | B | 0.19% | 0.04% | 0.04% | |
| COP | F | 0.36% | 0.34% | 0.34% | |
| COST | C | 0.81% | 0.64% | 0.64% | |
| CRM | C | 0.61% | 0.99% | 0.61% | |
| DAL | C | 0.17% | 0.07% | 0.07% | |
| DE | A | 0.23% | 0.23% | 0.23% | |
| DECK | C | 0.18% | 0.09% | 0.09% | |
| DFS | C | 0.2% | 0.07% | 0.07% | |
| DHI | C | 0.1% | 0.22% | 0.1% | |
| DLR | B | 0.21% | 0.08% | 0.08% | |
| DVA | B | 0.11% | 0.02% | 0.02% | |
| DXCM | F | 0.09% | 0.07% | 0.07% | |
| EA | D | 0.15% | 0.06% | 0.06% | |
| ECL | A | 0.42% | 0.13% | 0.13% | |
| EQIX | B | 0.33% | 0.15% | 0.15% | |
| ETN | B | 0.18% | 0.31% | 0.18% | |
| EW | F | 0.25% | 0.06% | 0.06% | |
| EXPD | A | 0.27% | 0.03% | 0.03% | |
| FANG | F | 0.09% | 0.12% | 0.09% | |
| FDS | C | 0.16% | 0.03% | 0.03% | |
| FI | A | 0.11% | 0.21% | 0.11% | |
| FICO | B | 0.11% | 0.18% | 0.11% | |
| FTV | C | 0.14% | 0.1% | 0.1% | |
| GDDY | C | 0.1% | 0.09% | 0.09% | |
| GE | B | 0.49% | 0.34% | 0.34% | |
| GEV | B | 0.13% | 0.11% | 0.11% | |
| GOOG | D | 2.28% | 2.94% | 2.28% | |
| GOOGL | D | 1.16% | 3.51% | 1.16% | |
| GWW | B | 0.33% | 0.13% | 0.13% | |
| HCA | A | 0.16% | 0.14% | 0.14% | |
| HD | A | 1.0% | 0.55% | 0.55% | |
| HES | D | 0.3% | 0.14% | 0.14% | |
| HLT | B | 0.1% | 0.22% | 0.1% | |
| HUBB | B | 0.11% | 0.04% | 0.04% | |
| HWM | A | 0.1% | 0.08% | 0.08% | |
| IDXX | D | 0.28% | 0.09% | 0.09% | |
| INTU | D | 0.59% | 0.7% | 0.59% | |
| IQV | D | 0.16% | 0.07% | 0.07% | |
| IR | B | 0.1% | 0.12% | 0.1% | |
| IRM | B | 0.16% | 0.07% | 0.07% | |
| ISRG | B | 0.31% | 0.44% | 0.31% | |
| IT | C | 0.16% | 0.15% | 0.15% | |
| KKR | C | 0.11% | 0.34% | 0.11% | |
| KO | B | 1.02% | 0.41% | 0.41% | |
| LIN | B | 0.37% | 0.45% | 0.37% | |
| LLY | D | 1.53% | 2.81% | 1.53% | |
| LRCX | D | 0.33% | 0.4% | 0.33% | |
| LULU | D | 0.1% | 0.12% | 0.1% | |
| MA | B | 0.92% | 1.12% | 0.92% | |
| MCD | A | 0.32% | 0.36% | 0.32% | |
| MCO | C | 0.32% | 0.14% | 0.14% | |
| META | B | 2.28% | 4.71% | 2.28% | |
| MMC | D | 0.18% | 0.22% | 0.18% | |
| MOH | D | 0.1% | 0.05% | 0.05% | |
| MRK | F | 0.58% | 0.46% | 0.46% | |
| MRO | D | 0.1% | 0.03% | 0.03% | |
| MSFT | C | 6.22% | 12.0% | 6.22% | |
| MTD | B | 0.1% | 0.05% | 0.05% | |
| NFLX | B | 0.52% | 1.17% | 0.52% | |
| NOW | C | 0.63% | 0.72% | 0.63% | |
| NTAP | D | 0.09% | 0.04% | 0.04% | |
| NUE | D | 0.12% | 0.09% | 0.09% | |
| NVDA | C | 5.8% | 10.67% | 5.8% | |
| NXPI | F | 0.29% | 0.18% | 0.18% | |
| ODFL | C | 0.1% | 0.14% | 0.1% | |
| OKE | C | 0.34% | 0.13% | 0.13% | |
| ORCL | B | 0.56% | 1.03% | 0.56% | |
| PANW | C | 0.24% | 0.41% | 0.24% | |
| PAYX | B | 0.1% | 0.07% | 0.07% | |
| PEP | D | 0.42% | 0.33% | 0.33% | |
| PG | C | 0.73% | 0.61% | 0.61% | |
| PGR | C | 0.44% | 0.29% | 0.29% | |
| PHM | B | 0.11% | 0.12% | 0.11% | |
| PNR | A | 0.29% | 0.04% | 0.04% | |
| POOL | C | 0.1% | 0.03% | 0.03% | |
| PTC | C | 0.15% | 0.05% | 0.05% | |
| PWR | B | 0.11% | 0.11% | 0.11% | |
| QCOM | D | 0.3% | 0.39% | 0.3% | |
| RCL | B | 0.11% | 0.16% | 0.11% | |
| REGN | D | 0.24% | 0.28% | 0.24% | |
| SBAC | C | 0.15% | 0.04% | 0.04% | |
| SBUX | C | 0.24% | 0.25% | 0.24% | |
| SNPS | F | 0.21% | 0.3% | 0.21% | |
| SPGI | C | 0.5% | 0.28% | 0.28% | |
| STE | B | 0.16% | 0.05% | 0.05% | |
| STLD | C | 0.1% | 0.04% | 0.04% | |
| STX | B | 0.1% | 0.03% | 0.03% | |
| SYK | C | 0.1% | 0.3% | 0.1% | |
| TMO | B | 0.25% | 0.35% | 0.25% | |
| TRGP | C | 0.22% | 0.13% | 0.13% | |
| TSCO | A | 0.15% | 0.05% | 0.05% | |
| TSLA | B | 1.36% | 2.6% | 1.36% | |
| TT | A | 0.46% | 0.23% | 0.23% | |
| TXN | B | 0.73% | 0.27% | 0.27% | |
| UBER | C | 0.24% | 0.6% | 0.24% | |
| ULTA | D | 0.11% | 0.05% | 0.05% | |
| UNH | B | 0.95% | 0.78% | 0.78% | |
| UNP | C | 0.32% | 0.26% | 0.26% | |
| URI | B | 0.13% | 0.2% | 0.13% | |
| V | C | 0.99% | 1.14% | 0.99% | |
| VRTX | D | 0.33% | 0.3% | 0.3% | |
| WAT | B | 0.17% | 0.03% | 0.03% | |
| WST | D | 0.1% | 0.09% | 0.09% | |
| ZTS | B | 0.38% | 0.19% | 0.19% |
ESGU Overweight 152 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | D | 1.19% | |
| JNJ | C | 0.68% | |
| BAC | C | 0.58% | |
| CVX | D | 0.57% | |
| XOM | B | 0.57% | |
| IBM | B | 0.56% | |
| PRU | C | 0.53% | |
| K | A | 0.5% | |
| PEG | A | 0.48% | |
| ELV | D | 0.47% | |
| GILD | B | 0.47% | |
| NEE | B | 0.46% | |
| AMGN | D | 0.45% | |
| CSCO | A | 0.44% | |
| RTX | B | 0.43% | |
| MS | B | 0.42% | |
| GIS | C | 0.42% | |
| BRK.A | C | 0.41% | |
| CMI | B | 0.41% | |
| VZ | B | 0.41% | |
| DIS | D | 0.39% | |
| BK | B | 0.39% | |
| DHR | B | 0.38% | |
| CRH | B | 0.38% | |
| LOW | A | 0.38% | |
| CCI | B | 0.36% | |
| NI | A | 0.36% | |
| HON | C | 0.36% | |
| GS | B | 0.35% | |
| MMM | B | 0.34% | |
| PNC | B | 0.33% | |
| C | C | 0.32% | |
| MET | A | 0.31% | |
| CI | D | 0.31% | |
| PFE | D | 0.3% | |
| KMI | B | 0.27% | |
| INTC | D | 0.27% | |
| MCK | F | 0.27% | |
| CLX | C | 0.26% | |
| HIG | A | 0.26% | |
| LKQ | F | 0.25% | |
| XYL | C | 0.25% | |
| TGT | C | 0.24% | |
| COR | F | 0.22% | |
| KR | A | 0.22% | |
| PPG | D | 0.22% | |
| FLUT | C | 0.22% | |
| WELL | B | 0.22% | |
| VLTO | B | 0.21% | |
| KEYS | B | 0.21% | |
| NOC | B | 0.21% | |
| MELI | C | 0.2% | |
| NDAQ | C | 0.2% | |
| CHRW | A | 0.2% | |
| NEM | C | 0.2% | |
| FERG | F | 0.2% | |
| BG | F | 0.2% | |
| KHC | C | 0.19% | |
| CMCSA | C | 0.19% | |
| CMS | A | 0.19% | |
| TRV | C | 0.19% | |
| MU | D | 0.18% | |
| SYF | C | 0.18% | |
| KMB | C | 0.17% | |
| CBRE | A | 0.17% | |
| TAP | D | 0.17% | |
| BBY | A | 0.17% | |
| WDAY | D | 0.17% | |
| EXC | A | 0.17% | |
| LNG | D | 0.17% | |
| UPS | D | 0.16% | |
| BMY | C | 0.16% | |
| D | B | 0.16% | |
| T | B | 0.16% | |
| JCI | A | 0.16% | |
| USB | B | 0.16% | |
| SCHW | D | 0.16% | |
| HBAN | B | 0.15% | |
| CAH | C | 0.15% | |
| WSM | C | 0.15% | |
| PLD | C | 0.15% | |
| HPE | C | 0.15% | |
| PSX | F | 0.14% | |
| DGX | B | 0.14% | |
| MRVL | D | 0.14% | |
| J | D | 0.14% | |
| BKR | C | 0.13% | |
| A | C | 0.13% | |
| PYPL | B | 0.13% | |
| OVV | F | 0.13% | |
| LII | C | 0.13% | |
| EME | B | 0.12% | |
| AFL | A | 0.12% | |
| FBIN | A | 0.12% | |
| TFC | D | 0.12% | |
| CNH | C | 0.12% | |
| FIS | C | 0.12% | |
| FSLR | C | 0.11% | |
| HUBS | D | 0.11% | |
| OC | C | 0.11% | |
| MDB | D | 0.11% | |
| BLK | A | 0.11% | |
| PFG | B | 0.11% | |
| AIZ | B | 0.11% | |
| MKC | C | 0.11% | |
| ES | A | 0.11% | |
| VEEV | D | 0.11% | |
| EIX | B | 0.11% | |
| WY | C | 0.11% | |
| ALNY | C | 0.1% | |
| SYY | C | 0.1% | |
| HRL | F | 0.1% | |
| LH | C | 0.1% | |
| IPG | C | 0.1% | |
| CNC | D | 0.1% | |
| WFC | D | 0.1% | |
| JBHT | D | 0.1% | |
| HPQ | C | 0.1% | |
| ED | B | 0.1% | |
| TFX | C | 0.1% | |
| WTW | A | 0.1% | |
| IP | C | 0.1% | |
| WDC | C | 0.1% | |
| ADM | D | 0.1% | |
| HOLX | B | 0.1% | |
| SLB | F | 0.1% | |
| TWLO | C | 0.1% | |
| TEAM | F | 0.1% | |
| TRMB | C | 0.1% | |
| IFF | B | 0.1% | |
| LDOS | A | 0.1% | |
| BALL | C | 0.1% | |
| EQT | C | 0.1% | |
| IEX | C | 0.1% | |
| FOX | A | 0.1% | |
| AVTR | C | 0.1% | |
| CPB | D | 0.1% | |
| DELL | D | 0.1% | |
| KDP | B | 0.1% | |
| NTRS | C | 0.1% | |
| JNPR | B | 0.1% | |
| COF | B | 0.1% | |
| PARA | F | 0.09% | |
| VLO | F | 0.09% | |
| ZBH | F | 0.09% | |
| WTRG | D | 0.09% | |
| FDX | D | 0.09% | |
| BIIB | F | 0.09% | |
| HII | D | 0.09% | |
| SNOW | F | 0.08% | |
| DLTR | F | 0.07% | |
| MRNA | F | 0.07% |
ESGU Underweight 99 Positions Relative to IVW
| Symbol | Grade | Weight | |
|---|---|---|---|
| KLAC | D | -0.4% | |
| TJX | C | -0.33% | |
| BX | C | -0.32% | |
| TDG | A | -0.3% | |
| BSX | B | -0.26% | |
| PM | C | -0.26% | |
| CRWD | D | -0.25% | |
| PH | B | -0.24% | |
| MAR | C | -0.23% | |
| ROST | C | -0.2% | |
| EOG | D | -0.18% | |
| ORLY | B | -0.18% | |
| FTNT | A | -0.18% | |
| APH | C | -0.17% | |
| SHW | B | -0.17% | |
| MPWR | B | -0.17% | |
| CPRT | D | -0.17% | |
| MDLZ | C | -0.16% | |
| NKE | D | -0.16% | |
| MSI | A | -0.16% | |
| PCAR | D | -0.15% | |
| AON | C | -0.15% | |
| CTAS | B | -0.15% | |
| BA | F | -0.15% | |
| AZO | D | -0.14% | |
| CSX | D | -0.13% | |
| WM | D | -0.13% | |
| VST | B | -0.12% | |
| ITW | B | -0.12% | |
| MPC | F | -0.12% | |
| FCX | C | -0.12% | |
| CME | A | -0.11% | |
| ABNB | D | -0.11% | |
| NVR | A | -0.11% | |
| MSCI | C | -0.1% | |
| MCHP | D | -0.1% | |
| ROP | C | -0.1% | |
| LEN | B | -0.1% | |
| MLM | D | -0.09% | |
| RSG | D | -0.09% | |
| PSA | A | -0.09% | |
| AMP | A | -0.09% | |
| TYL | B | -0.09% | |
| BLDR | C | -0.09% | |
| SPG | B | -0.08% | |
| FAST | C | -0.08% | |
| VRSK | D | -0.08% | |
| WMB | B | -0.08% | |
| VMC | C | -0.08% | |
| CPAY | B | -0.08% | |
| SMCI | F | -0.08% | |
| MNST | D | -0.08% | |
| YUM | B | -0.07% | |
| TEL | C | -0.07% | |
| EXPE | C | -0.07% | |
| BRO | B | -0.07% | |
| AME | C | -0.07% | |
| EFX | C | -0.06% | |
| ROK | D | -0.06% | |
| LYV | A | -0.06% | |
| CHTR | D | -0.06% | |
| OTIS | B | -0.06% | |
| TTWO | D | -0.05% | |
| CDW | D | -0.05% | |
| CE | D | -0.05% | |
| CCL | C | -0.05% | |
| ON | D | -0.05% | |
| CBOE | C | -0.05% | |
| CSGP | F | -0.05% | |
| GRMN | D | -0.05% | |
| APA | F | -0.04% | |
| LVS | C | -0.04% | |
| MAS | A | -0.04% | |
| ALGN | D | -0.04% | |
| DRI | C | -0.04% | |
| HSY | D | -0.04% | |
| CTRA | F | -0.04% | |
| SNA | B | -0.03% | |
| JBL | D | -0.03% | |
| WYNN | C | -0.03% | |
| VRSN | C | -0.03% | |
| HST | D | -0.03% | |
| CF | B | -0.03% | |
| NCLH | C | -0.03% | |
| RL | B | -0.02% | |
| EPAM | F | -0.02% | |
| ALLE | A | -0.02% | |
| DAY | C | -0.02% | |
| CZR | C | -0.02% | |
| GNRC | D | -0.02% | |
| DPZ | D | -0.02% | |
| ENPH | D | -0.02% | |
| ROL | B | -0.02% | |
| LW | D | -0.02% | |
| PODD | C | -0.02% | |
| AOS | B | -0.02% | |
| MGM | D | -0.02% | |
| ETSY | F | -0.01% | |
| PAYC | D | -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
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Specialty Retail
Internet Content & Information
Leisure
Medical Devices
Specialty Industrial Machinery
Building Materials
Capital Markets
Credit Services
Information Technology Services
Insurance Brokers
Medical Instruments & Supplies
Residential Construction
Resorts & Casinos
Compare ETFs
