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      ESGU vs. JPUS ETF Comparison

      Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to JPMorgan Diversified Return U.S. Equity ETF (JPUS)
      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

      $125.90

      Average Daily Volume

      476,870

      Number of Holdings *

      285

      * may have additional holdings in another (foreign) market
      JPUS

      JPMorgan Diversified Return U.S. Equity ETF

      JPUS Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Holdings in the underlying index are selected by the index provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.

      Grade (RS Rating)

      Last Trade

      $119.46

      Average Daily Volume

      8,062

      Number of Holdings *

      351

      * may have additional holdings in another (foreign) market
      Performance
      Period ESGU JPUS
      30 Days 4.53% 2.97%
      60 Days 11.36% 9.51%
      90 Days 3.92% 10.55%
      12 Months 37.03% 32.03%
      133 Overlapping Holdings
      Symbol Grade Weight in ESGU Weight in JPUS Overlap
      AAPL C 6.45% 0.36% 0.36%
      ABBV C 0.51% 0.38% 0.38%
      ACGL A 0.14% 0.35% 0.14%
      ACN B 0.45% 0.32% 0.32%
      ADBE F 0.58% 0.05% 0.05%
      ADI B 0.14% 0.39% 0.14%
      ADM F 0.1% 0.38% 0.1%
      AFL A 0.12% 0.39% 0.12%
      AMAT C 0.55% 0.35% 0.35%
      AMGN D 0.43% 0.38% 0.38%
      ANET A 0.21% 0.47% 0.21%
      AVGO B 1.43% 0.4% 0.4%
      BAC B 0.56% 0.27% 0.27%
      BBY C 0.18% 0.26% 0.18%
      BG F 0.2% 0.37% 0.2%
      BKNG B 0.29% 0.15% 0.15%
      BMY A 0.17% 0.22% 0.17%
      BRK.A B 0.41% 0.38% 0.38%
      CAH B 0.15% 0.32% 0.15%
      CARR A 0.19% 0.09% 0.09%
      CAT A 0.34% 0.28% 0.28%
      CBRE C 0.17% 0.05% 0.05%
      CCI D 0.37% 0.17% 0.17%
      CDNS D 0.2% 0.3% 0.2%
      CEG A 0.14% 0.48% 0.14%
      CHD D 0.2% 0.33% 0.2%
      CI D 0.31% 0.37% 0.31%
      CL D 0.1% 0.37% 0.1%
      CLX C 0.26% 0.35% 0.26%
      CMCSA B 0.2% 0.4% 0.2%
      CMI A 0.43% 0.38% 0.38%
      CMS A 0.2% 0.29% 0.2%
      COF A 0.1% 0.37% 0.1%
      COP D 0.36% 0.26% 0.26%
      CPB D 0.1% 0.37% 0.1%
      CSCO A 0.45% 0.37% 0.37%
      CVX B 0.58% 0.31% 0.31%
      D A 0.16% 0.34% 0.16%
      DFS A 0.19% 0.11% 0.11%
      DGX D 0.14% 0.35% 0.14%
      DHI C 0.1% 0.39% 0.1%
      DHR D 0.38% 0.32% 0.32%
      DVA C 0.11% 0.39% 0.11%
      EA D 0.15% 0.16% 0.15%
      ECL C 0.42% 0.3% 0.3%
      ED C 0.1% 0.37% 0.1%
      EIX C 0.12% 0.38% 0.12%
      ELV F 0.45% 0.34% 0.34%
      ETN B 0.18% 0.4% 0.18%
      EXC C 0.18% 0.33% 0.18%
      FANG D 0.09% 0.36% 0.09%
      GILD A 0.47% 0.31% 0.31%
      GIS C 0.43% 0.38% 0.38%
      GOOGL B 1.19% 0.11% 0.11%
      GWW B 0.34% 0.39% 0.34%
      HBAN B 0.14% 0.28% 0.14%
      HCA C 0.16% 0.4% 0.16%
      HIG A 0.27% 0.39% 0.27%
      HOLX D 0.1% 0.29% 0.1%
      HPE B 0.16% 0.29% 0.16%
      HRL F 0.1% 0.37% 0.1%
      HUBB A 0.11% 0.34% 0.11%
      IBM A 0.57% 0.32% 0.32%
      IFF D 0.1% 0.24% 0.1%
      INTU F 0.55% 0.33% 0.33%
      IP C 0.1% 0.4% 0.1%
      IPG D 0.1% 0.15% 0.1%
      IRM B 0.16% 0.41% 0.16%
      IT A 0.16% 0.3% 0.16%
      JNPR C 0.1% 0.39% 0.1%
      K B 0.5% 0.39% 0.39%
      KDP C 0.1% 0.29% 0.1%
      KHC F 0.19% 0.37% 0.19%
      KMB D 0.17% 0.37% 0.17%
      KMI A 0.28% 0.39% 0.28%
      KO C 1.02% 0.38% 0.38%
      KR C 0.23% 0.41% 0.23%
      LDOS A 0.11% 0.21% 0.11%
      LIN C 0.38% 0.3% 0.3%
      LLY D 1.47% 0.39% 0.39%
      LNG A 0.17% 0.29% 0.17%
      LOW C 0.4% 0.36% 0.36%
      LRCX D 0.34% 0.3% 0.3%
      MCK F 0.27% 0.36% 0.27%
      META A 2.35% 0.41% 0.41%
      MMC D 0.18% 0.05% 0.05%
      MOH F 0.1% 0.16% 0.1%
      MRK F 0.57% 0.3% 0.3%
      MRO B 0.1% 0.34% 0.1%
      MSFT D 6.03% 0.35% 0.35%
      NEM C 0.2% 0.25% 0.2%
      NI A 0.37% 0.39% 0.37%
      NTAP D 0.09% 0.33% 0.09%
      NUE D 0.13% 0.31% 0.13%
      NVDA B 5.87% 0.39% 0.39%
      OC C 0.11% 0.31% 0.11%
      ORCL A 0.56% 0.37% 0.37%
      PEG A 0.5% 0.42% 0.42%
      PEP F 0.42% 0.36% 0.36%
      PFG A 0.11% 0.11% 0.11%
      PG D 0.73% 0.38% 0.38%
      PGR B 0.43% 0.39% 0.39%
      PHM C 0.11% 0.41% 0.11%
      PLD D 0.15% 0.01% 0.01%
      PRU B 0.53% 0.09% 0.09%
      PSX D 0.14% 0.35% 0.14%
      PWR A 0.11% 0.42% 0.11%
      QCOM D 0.3% 0.31% 0.3%
      REGN D 0.22% 0.35% 0.22%
      STE D 0.16% 0.27% 0.16%
      STLD C 0.11% 0.35% 0.11%
      SYF A 0.17% 0.39% 0.17%
      SYK C 0.1% 0.27% 0.1%
      SYY D 0.1% 0.38% 0.1%
      T B 0.16% 0.4% 0.16%
      TAP D 0.18% 0.38% 0.18%
      TGT C 0.24% 0.24% 0.24%
      TMO D 0.25% 0.17% 0.17%
      TRGP A 0.22% 0.38% 0.22%
      TSCO A 0.16% 0.35% 0.16%
      UNH B 0.96% 0.34% 0.34%
      UNP F 0.32% 0.28% 0.28%
      USB C 0.16% 0.1% 0.1%
      VLO F 0.1% 0.39% 0.1%
      VLTO A 0.21% 0.04% 0.04%
      VRTX D 0.33% 0.36% 0.33%
      VZ C 0.42% 0.42% 0.42%
      WELL C 0.23% 0.38% 0.23%
      WSM C 0.15% 0.37% 0.15%
      WST D 0.1% 0.25% 0.1%
      WY C 0.12% 0.34% 0.12%
      XOM A 0.6% 0.38% 0.38%
      ZTS C 0.39% 0.3% 0.3%
      ESGU Overweight 152 Positions Relative to JPUS
      Symbol Grade Weight
      AMZN C 3.4%
      GOOG B 2.34%
      TSLA C 1.48%
      JPM C 1.17%
      HD A 1.05%
      V B 0.97%
      MA A 0.93%
      COST C 0.78%
      TXN C 0.72%
      JNJ D 0.68%
      ADP A 0.67%
      CRM B 0.62%
      NOW B 0.58%
      NFLX A 0.53%
      AMD C 0.53%
      SPGI C 0.49%
      NEE C 0.48%
      GE B 0.48%
      RTX A 0.46%
      TT A 0.46%
      BR B 0.44%
      MS A 0.43%
      AXP A 0.42%
      DIS D 0.4%
      BK A 0.39%
      AMT D 0.38%
      HON C 0.37%
      CRH C 0.37%
      MMM C 0.35%
      EQIX C 0.34%
      OKE A 0.34%
      GS B 0.34%
      ADSK B 0.34%
      MCD A 0.33%
      C B 0.32%
      PNC C 0.32%
      ISRG C 0.31%
      HES D 0.31%
      MET A 0.31%
      PNR C 0.3%
      MCO D 0.3%
      PFE D 0.29%
      NXPI F 0.29%
      IDXX D 0.28%
      EXPD D 0.28%
      INTC D 0.28%
      LKQ F 0.25%
      XYL C 0.25%
      PANW B 0.24%
      SBUX B 0.24%
      EW F 0.24%
      UBER C 0.24%
      FLUT B 0.23%
      PPG D 0.23%
      DE C 0.23%
      DLR C 0.22%
      NOC B 0.22%
      ANSS D 0.21%
      SNPS F 0.21%
      CHRW C 0.21%
      COR F 0.21%
      KEYS B 0.21%
      NDAQ C 0.2%
      MU D 0.2%
      FERG F 0.2%
      COO C 0.19%
      TRV B 0.19%
      MELI D 0.19%
      WAT B 0.18%
      DECK B 0.18%
      DAL C 0.18%
      JCI C 0.17%
      WDAY D 0.17%
      SCHW D 0.16%
      UPS D 0.16%
      PTC B 0.15%
      FTV C 0.15%
      AXON A 0.15%
      SBAC C 0.15%
      IQV F 0.15%
      FDS C 0.15%
      A B 0.14%
      GEV A 0.14%
      CMG C 0.13%
      CNH C 0.13%
      J F 0.13%
      BKR B 0.13%
      LII C 0.13%
      OVV D 0.13%
      PYPL A 0.13%
      URI C 0.13%
      MRVL C 0.13%
      TFC D 0.12%
      FBIN C 0.12%
      FIS A 0.12%
      HUBS D 0.11%
      FSLR C 0.11%
      IR A 0.11%
      TRMB B 0.11%
      POOL D 0.11%
      EQT C 0.11%
      FICO C 0.11%
      RCL B 0.11%
      FOX B 0.11%
      BLK A 0.11%
      VEEV C 0.11%
      FI A 0.11%
      PAYX B 0.11%
      ES D 0.11%
      AJG C 0.11%
      MKC C 0.11%
      KKR A 0.11%
      AIZ B 0.11%
      EME B 0.11%
      CNC F 0.1%
      ODFL F 0.1%
      ALNY C 0.1%
      WFC B 0.1%
      AVTR D 0.1%
      HPQ B 0.1%
      JBHT D 0.1%
      MDB D 0.1%
      FDX F 0.1%
      DELL C 0.1%
      LULU D 0.1%
      ULTA D 0.1%
      NTRS B 0.1%
      MTD C 0.1%
      TEAM D 0.1%
      TFX C 0.1%
      WDC C 0.1%
      STX C 0.1%
      AKAM D 0.1%
      TWLO B 0.1%
      HWM A 0.1%
      SLB D 0.1%
      HLT A 0.1%
      WTW C 0.1%
      IEX D 0.1%
      BALL C 0.1%
      DXCM F 0.09%
      BIIB F 0.09%
      GDDY B 0.09%
      ZBH F 0.09%
      HII F 0.09%
      PARA F 0.09%
      WTRG D 0.09%
      LH D 0.09%
      SNOW F 0.08%
      DLTR F 0.07%
      MRNA F 0.07%
      AMTM D 0.02%
      ESGU Underweight 218 Positions Relative to JPUS
      Symbol Grade Weight
      VST A -0.53%
      CIEN A -0.47%
      NRG A -0.45%
      JLL C -0.43%
      SCCO B -0.43%
      TOL C -0.42%
      HST D -0.42%
      USFD C -0.42%
      PFGC A -0.42%
      ETR A -0.41%
      UNM A -0.41%
      THC D -0.41%
      LAMR C -0.41%
      UTHR C -0.4%
      MSI A -0.4%
      DKS D -0.4%
      UHS D -0.4%
      KLAC B -0.4%
      CLH B -0.4%
      TMUS A -0.4%
      NVR C -0.4%
      FYBR C -0.39%
      SO A -0.39%
      PNW C -0.39%
      HRB C -0.39%
      SPG A -0.39%
      KVUE C -0.39%
      PPL C -0.39%
      INGR B -0.39%
      LMT A -0.39%
      LEN C -0.39%
      OHI C -0.39%
      CVS D -0.39%
      CUBE C -0.39%
      AM A -0.38%
      MPC D -0.38%
      MDLZ D -0.38%
      DUK C -0.38%
      FCNCA D -0.38%
      WLK C -0.38%
      CAG D -0.38%
      POST C -0.38%
      RSG D -0.38%
      APH D -0.38%
      CASY D -0.38%
      WM B -0.38%
      CE D -0.38%
      FE C -0.37%
      LYB B -0.37%
      AOS C -0.37%
      EMN C -0.37%
      PM D -0.37%
      GD C -0.37%
      REG C -0.37%
      NXST D -0.36%
      GLPI C -0.36%
      RS D -0.36%
      PH A -0.36%
      BRX C -0.36%
      BLDR C -0.36%
      ESS D -0.36%
      GRMN D -0.36%
      AZO D -0.36%
      PSA C -0.36%
      MO D -0.36%
      TSN D -0.35%
      VICI C -0.35%
      FNF C -0.35%
      OGE C -0.35%
      MTG A -0.35%
      CTSH B -0.35%
      ORLY A -0.35%
      TJX D -0.34%
      WEC B -0.34%
      PAG D -0.34%
      SRE C -0.34%
      XEL C -0.34%
      FAST C -0.34%
      AEP C -0.34%
      EVRG C -0.34%
      ALSN A -0.34%
      BAH C -0.33%
      WMB A -0.33%
      X F -0.33%
      UGI C -0.33%
      STZ D -0.33%
      AVB C -0.32%
      CTRA D -0.32%
      DOW B -0.32%
      CHTR D -0.32%
      ITW C -0.32%
      CF A -0.32%
      CTVA A -0.31%
      ABT C -0.31%
      KIM C -0.31%
      MAS C -0.31%
      DTE B -0.31%
      NFG A -0.3%
      FCX B -0.3%
      EG A -0.3%
      ACI F -0.3%
      OLN D -0.3%
      EOG B -0.29%
      GNTX D -0.29%
      ESI C -0.29%
      ORI A -0.29%
      AVY D -0.29%
      CB A -0.28%
      FITB C -0.28%
      DINO F -0.28%
      CBOE B -0.27%
      SPB C -0.27%
      HSY D -0.27%
      PKG B -0.27%
      JEF A -0.26%
      MSM D -0.26%
      RPM A -0.26%
      SNX C -0.25%
      VTR C -0.25%
      DOX B -0.25%
      ROST D -0.25%
      STAG D -0.25%
      ITT C -0.24%
      AMP A -0.24%
      MDT C -0.24%
      PK D -0.24%
      WPC C -0.24%
      GEHC C -0.24%
      DRI C -0.24%
      CNM F -0.23%
      ALLY F -0.23%
      SJM D -0.23%
      VTRS D -0.22%
      ASH F -0.22%
      BPOP D -0.22%
      FLO D -0.22%
      TKR B -0.22%
      COKE C -0.22%
      SAM D -0.21%
      BRBR A -0.21%
      MAA D -0.21%
      PR D -0.2%
      BDX C -0.2%
      CLF D -0.2%
      HUN B -0.2%
      EQR C -0.2%
      EPR C -0.19%
      NNN C -0.19%
      NEU F -0.19%
      MEDP F -0.19%
      OMF D -0.19%
      GAP F -0.19%
      STWD C -0.19%
      EXP C -0.19%
      CHE D -0.18%
      CPT C -0.18%
      APO A -0.18%
      M D -0.18%
      PPC C -0.18%
      F D -0.18%
      FR D -0.17%
      SWKS F -0.17%
      MOS F -0.17%
      CSL A -0.16%
      RGA B -0.16%
      KRC C -0.16%
      SCI D -0.16%
      RHI D -0.15%
      HIW C -0.15%
      R C -0.15%
      DTM A -0.14%
      CACI A -0.14%
      ATO A -0.14%
      WU D -0.13%
      CRUS D -0.12%
      STT A -0.12%
      CSX D -0.12%
      UI B -0.11%
      VVV D -0.11%
      VIRT B -0.11%
      SMG C -0.11%
      WRB C -0.11%
      OXY D -0.1%
      CHK C -0.1%
      FRT D -0.09%
      DVN F -0.09%
      SLM B -0.09%
      LOPE D -0.08%
      LPX C -0.08%
      RF B -0.08%
      SAIC A -0.08%
      RGLD C -0.08%
      RBC C -0.07%
      IRDM C -0.07%
      EGP D -0.07%
      NKE D -0.07%
      RMD C -0.07%
      NSA D -0.06%
      TNL B -0.06%
      CWEN C -0.06%
      CFG C -0.06%
      AFG A -0.06%
      DLB D -0.06%
      PCAR D -0.05%
      KEY B -0.05%
      RRC D -0.05%
      HOG D -0.04%
      AGO B -0.04%
      SSNC C -0.04%
      LSTR F -0.04%
      FTRE F -0.03%
      CRI D -0.03%
      MNST D -0.03%
      LEG D -0.02%
      IDA D -0.02%
      KSS D -0.01%
      SON D -0.01%
      ROKU C -0.0%

      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

      JPUS: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Packaged Foods Oil & Gas E&P Specialty Chemicals Banks - Regional - US Information Technology Services REIT - Industrial REIT - Retail Communication Equipment Credit Services Drug Manufacturers - Major Household & Personal Products REIT - Diversified Semiconductors Specialty Retail Utilities - Diversified Beverages - Soft Drinks Building Materials Chemicals Diversified Industrials
      Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Real Estate Investment Trust Insurance Electronics Chemical Mining Bank Dow Jones Component Medicine Real Estate Market Telecommunications Banking Computing Petroleum Industry Plastic Alcohol Broadband
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