ESMV vs. NTSX ETF Comparison
Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to WisdomTree 90/60 U.S. Balanced Fund (NTSX)
ESMV
iShares ESG MSCI USA Min Vol Factor ETF
ESMV Description
iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States
Grade (RS Rating)
Last Trade
$29.76
Average Daily Volume
4,983
150
NTSX
WisdomTree 90/60 U.S. Balanced Fund
NTSX Description
The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.Grade (RS Rating)
Last Trade
$48.14
Average Daily Volume
65,580
495
Performance
Period | ESMV | NTSX |
---|---|---|
30 Days | 2.11% | 2.69% |
60 Days | 2.84% | 2.16% |
90 Days | 4.91% | 4.05% |
12 Months | 24.44% | 29.88% |
129 Overlapping Holdings
Symbol | Grade | Weight in ESMV | Weight in NTSX | Overlap | |
---|---|---|---|---|---|
AAPL | C | 0.52% | 6.76% | 0.52% | |
ADBE | C | 0.93% | 0.43% | 0.43% | |
ADP | B | 1.43% | 0.25% | 0.25% | |
ADSK | A | 0.23% | 0.13% | 0.13% | |
AJG | B | 0.25% | 0.12% | 0.12% | |
AKAM | D | 0.3% | 0.03% | 0.03% | |
ALNY | D | 0.28% | 0.06% | 0.06% | |
AMGN | D | 1.2% | 0.3% | 0.3% | |
AWK | D | 0.22% | 0.04% | 0.04% | |
AZO | C | 0.41% | 0.1% | 0.1% | |
BMY | B | 0.28% | 0.2% | 0.2% | |
BR | A | 0.31% | 0.05% | 0.05% | |
CAH | B | 0.08% | 0.06% | 0.06% | |
CBRE | B | 0.51% | 0.08% | 0.08% | |
CDNS | B | 1.11% | 0.17% | 0.17% | |
CHD | B | 0.41% | 0.05% | 0.05% | |
CI | F | 0.44% | 0.19% | 0.19% | |
CL | D | 1.21% | 0.14% | 0.14% | |
CLX | B | 0.34% | 0.03% | 0.03% | |
CMCSA | B | 0.09% | 0.28% | 0.09% | |
CME | A | 0.43% | 0.17% | 0.17% | |
CMS | C | 0.58% | 0.04% | 0.04% | |
COR | B | 0.77% | 0.08% | 0.08% | |
CPB | D | 0.33% | 0.02% | 0.02% | |
CRM | B | 0.74% | 0.65% | 0.65% | |
CSCO | B | 1.48% | 0.47% | 0.47% | |
CTSH | B | 0.3% | 0.09% | 0.09% | |
CVX | A | 0.34% | 0.59% | 0.34% | |
DECK | A | 0.41% | 0.05% | 0.05% | |
DGX | A | 0.7% | 0.04% | 0.04% | |
DPZ | C | 0.13% | 0.03% | 0.03% | |
EA | A | 1.31% | 0.08% | 0.08% | |
ECL | D | 0.32% | 0.12% | 0.12% | |
ED | D | 1.26% | 0.06% | 0.06% | |
ELV | F | 0.51% | 0.18% | 0.18% | |
EQIX | A | 0.74% | 0.17% | 0.17% | |
ES | D | 0.4% | 0.01% | 0.01% | |
EXC | C | 0.05% | 0.1% | 0.05% | |
FAST | B | 0.08% | 0.08% | 0.08% | |
FCNCA | A | 0.24% | 0.06% | 0.06% | |
FI | A | 0.34% | 0.24% | 0.24% | |
FICO | B | 0.54% | 0.1% | 0.1% | |
FSLR | F | 0.19% | 0.03% | 0.03% | |
GDDY | A | 0.19% | 0.04% | 0.04% | |
GEN | B | 0.38% | 0.04% | 0.04% | |
GILD | C | 1.29% | 0.22% | 0.22% | |
GIS | D | 1.22% | 0.08% | 0.08% | |
GWW | B | 1.68% | 0.09% | 0.09% | |
HD | A | 1.39% | 0.77% | 0.77% | |
HES | B | 1.3% | 0.09% | 0.09% | |
HOLX | D | 0.51% | 0.03% | 0.03% | |
HON | B | 0.69% | 0.27% | 0.27% | |
HPE | B | 0.75% | 0.06% | 0.06% | |
HRL | D | 0.35% | 0.04% | 0.04% | |
HUBS | A | 0.77% | 0.08% | 0.08% | |
HUM | C | 0.31% | 0.05% | 0.05% | |
IBM | C | 1.66% | 0.39% | 0.39% | |
ICE | C | 0.39% | 0.17% | 0.17% | |
INCY | C | 0.26% | 0.04% | 0.04% | |
INTC | D | 0.34% | 0.15% | 0.15% | |
INTU | C | 0.18% | 0.38% | 0.18% | |
IT | C | 0.72% | 0.08% | 0.08% | |
JNJ | D | 0.97% | 0.7% | 0.7% | |
K | A | 0.86% | 0.05% | 0.05% | |
KDP | D | 0.16% | 0.08% | 0.08% | |
KEYS | A | 0.83% | 0.05% | 0.05% | |
KHC | F | 0.34% | 0.05% | 0.05% | |
KMB | D | 0.55% | 0.09% | 0.09% | |
KO | D | 0.79% | 0.51% | 0.51% | |
KR | B | 1.09% | 0.07% | 0.07% | |
LDOS | C | 0.11% | 0.04% | 0.04% | |
LKQ | D | 0.3% | 0.03% | 0.03% | |
LLY | F | 1.25% | 1.36% | 1.25% | |
LOW | D | 0.89% | 0.29% | 0.29% | |
MA | C | 0.97% | 0.95% | 0.95% | |
MCD | D | 1.02% | 0.39% | 0.39% | |
MCK | B | 1.38% | 0.16% | 0.16% | |
MKC | D | 0.12% | 0.05% | 0.05% | |
MMC | B | 1.4% | 0.21% | 0.21% | |
MPC | D | 0.1% | 0.12% | 0.1% | |
MRK | F | 1.01% | 0.49% | 0.49% | |
MSFT | F | 1.34% | 5.97% | 1.34% | |
MSI | B | 1.81% | 0.15% | 0.15% | |
NEE | D | 0.5% | 0.29% | 0.29% | |
NEM | D | 0.99% | 0.09% | 0.09% | |
NOC | D | 1.43% | 0.14% | 0.14% | |
NOW | A | 0.17% | 0.41% | 0.17% | |
NTAP | C | 0.15% | 0.05% | 0.05% | |
NVDA | C | 1.69% | 7.06% | 1.69% | |
ODFL | B | 0.4% | 0.1% | 0.1% | |
OKE | A | 1.24% | 0.13% | 0.13% | |
ORCL | B | 1.19% | 1.0% | 1.0% | |
OTIS | C | 0.21% | 0.07% | 0.07% | |
PEG | A | 1.64% | 0.08% | 0.08% | |
PEP | F | 1.01% | 0.4% | 0.4% | |
PG | A | 1.06% | 0.79% | 0.79% | |
PGR | A | 1.33% | 0.29% | 0.29% | |
PSX | C | 0.32% | 0.11% | 0.11% | |
PTC | A | 0.78% | 0.04% | 0.04% | |
REGN | F | 0.65% | 0.15% | 0.15% | |
ROP | B | 1.31% | 0.1% | 0.1% | |
RSG | A | 0.18% | 0.1% | 0.1% | |
RTX | C | 0.43% | 0.33% | 0.33% | |
SNPS | B | 0.33% | 0.16% | 0.16% | |
SOLV | C | 0.11% | 0.03% | 0.03% | |
SPGI | C | 1.07% | 0.31% | 0.31% | |
SRE | A | 0.53% | 0.13% | 0.13% | |
T | A | 0.4% | 0.29% | 0.29% | |
TEAM | A | 0.14% | 0.14% | 0.14% | |
TJX | A | 0.06% | 0.26% | 0.06% | |
TMUS | B | 1.65% | 0.55% | 0.55% | |
TRGP | B | 0.82% | 0.09% | 0.09% | |
TRV | B | 1.64% | 0.11% | 0.11% | |
TSCO | D | 0.27% | 0.05% | 0.05% | |
TXN | C | 1.39% | 0.33% | 0.33% | |
UBER | D | 0.42% | 0.28% | 0.28% | |
ULTA | F | 0.17% | 0.04% | 0.04% | |
UNH | C | 1.36% | 1.07% | 1.07% | |
UPS | C | 0.15% | 0.23% | 0.15% | |
V | A | 1.13% | 1.26% | 1.13% | |
VLTO | D | 1.01% | 0.05% | 0.05% | |
VRSN | F | 0.32% | 0.01% | 0.01% | |
VRTX | F | 1.39% | 0.22% | 0.22% | |
VZ | C | 1.37% | 0.28% | 0.28% | |
WDAY | B | 0.77% | 0.14% | 0.14% | |
WM | A | 1.44% | 0.16% | 0.16% | |
XYL | D | 0.25% | 0.06% | 0.06% | |
YUM | B | 0.39% | 0.07% | 0.07% | |
ZTS | D | 0.63% | 0.17% | 0.17% |
ESMV Overweight 21 Positions Relative to NTSX
ESMV Underweight 366 Positions Relative to NTSX
Symbol | Grade | Weight | |
---|---|---|---|
GOOGL | C | -4.08% | |
AMZN | C | -3.95% | |
META | D | -2.8% | |
TSLA | B | -2.1% | |
BRK.A | B | -1.96% | |
AVGO | D | -1.45% | |
WMT | A | -1.34% | |
JPM | A | -1.33% | |
XOM | B | -1.05% | |
COST | B | -0.8% | |
NFLX | A | -0.77% | |
BAC | A | -0.7% | |
ABBV | D | -0.59% | |
WFC | A | -0.52% | |
AMD | F | -0.44% | |
BX | A | -0.44% | |
MS | A | -0.43% | |
ABT | B | -0.41% | |
AXP | A | -0.4% | |
TMO | F | -0.4% | |
PM | B | -0.38% | |
GS | A | -0.37% | |
CAT | B | -0.37% | |
ISRG | A | -0.36% | |
GE | D | -0.35% | |
BKNG | A | -0.34% | |
DHR | F | -0.33% | |
QCOM | F | -0.33% | |
DIS | B | -0.31% | |
BLK | C | -0.3% | |
AMAT | F | -0.29% | |
SYK | C | -0.29% | |
PLTR | B | -0.28% | |
SCHW | B | -0.27% | |
COP | C | -0.26% | |
UNP | C | -0.26% | |
KKR | A | -0.26% | |
LMT | D | -0.25% | |
APO | B | -0.25% | |
ANET | C | -0.24% | |
BSX | B | -0.24% | |
PANW | C | -0.24% | |
DE | A | -0.24% | |
MU | D | -0.23% | |
NKE | D | -0.22% | |
C | A | -0.22% | |
ADI | D | -0.21% | |
PFE | D | -0.21% | |
DELL | C | -0.21% | |
SBUX | A | -0.21% | |
APP | B | -0.2% | |
SO | D | -0.19% | |
LRCX | F | -0.19% | |
PH | A | -0.18% | |
MO | A | -0.18% | |
GEV | B | -0.18% | |
MDLZ | F | -0.18% | |
SHW | A | -0.18% | |
HCA | F | -0.17% | |
CRWD | B | -0.17% | |
DUK | C | -0.17% | |
MRVL | B | -0.17% | |
PLD | D | -0.17% | |
BA | F | -0.16% | |
CMG | B | -0.16% | |
APH | A | -0.16% | |
EOG | A | -0.16% | |
KLAC | D | -0.16% | |
MAR | B | -0.16% | |
ABNB | C | -0.16% | |
CTAS | B | -0.16% | |
EMR | A | -0.15% | |
WELL | A | -0.15% | |
MCO | B | -0.15% | |
AMT | D | -0.15% | |
CEG | D | -0.15% | |
ITW | B | -0.15% | |
PNC | B | -0.14% | |
FDX | B | -0.14% | |
BDX | F | -0.14% | |
FTNT | C | -0.14% | |
GM | B | -0.14% | |
MMM | D | -0.14% | |
COF | B | -0.14% | |
SCCO | F | -0.14% | |
CSX | B | -0.14% | |
CHTR | C | -0.13% | |
HLT | A | -0.13% | |
TTD | B | -0.13% | |
TFC | A | -0.13% | |
FCX | D | -0.13% | |
DASH | A | -0.13% | |
TDG | D | -0.13% | |
WMB | A | -0.13% | |
MET | A | -0.13% | |
ORLY | B | -0.13% | |
GD | F | -0.13% | |
APD | A | -0.13% | |
DLR | B | -0.12% | |
MNST | C | -0.12% | |
AIG | B | -0.12% | |
CARR | D | -0.12% | |
PCAR | B | -0.12% | |
SPG | B | -0.12% | |
NSC | B | -0.12% | |
COIN | C | -0.12% | |
PAYX | C | -0.11% | |
FIS | C | -0.11% | |
PSA | D | -0.11% | |
EPD | A | -0.11% | |
BK | A | -0.11% | |
KMI | A | -0.11% | |
USB | A | -0.11% | |
AMP | A | -0.11% | |
ET | A | -0.11% | |
AFL | B | -0.11% | |
CMI | A | -0.1% | |
ROST | C | -0.1% | |
DHI | D | -0.1% | |
CVS | D | -0.1% | |
OXY | D | -0.1% | |
PRU | A | -0.1% | |
AEP | D | -0.1% | |
O | D | -0.1% | |
URI | B | -0.1% | |
ALL | A | -0.1% | |
CPRT | A | -0.1% | |
DAL | C | -0.1% | |
NUE | C | -0.09% | |
AME | A | -0.09% | |
F | C | -0.09% | |
MSCI | C | -0.09% | |
DDOG | A | -0.09% | |
VRT | B | -0.09% | |
STZ | D | -0.09% | |
VLO | C | -0.09% | |
PWR | A | -0.09% | |
AXON | A | -0.09% | |
HWM | A | -0.09% | |
VST | B | -0.09% | |
KVUE | A | -0.09% | |
PCG | A | -0.09% | |
LEN | D | -0.09% | |
WEC | A | -0.08% | |
BKR | B | -0.08% | |
GLW | B | -0.08% | |
IQV | D | -0.08% | |
VICI | C | -0.08% | |
HSY | F | -0.08% | |
VMC | B | -0.08% | |
IR | B | -0.08% | |
HPQ | B | -0.08% | |
MCHP | D | -0.08% | |
VRSK | A | -0.08% | |
LYV | A | -0.08% | |
A | D | -0.08% | |
LHX | C | -0.08% | |
TGT | F | -0.08% | |
SYY | B | -0.08% | |
NDAQ | A | -0.08% | |
EW | C | -0.08% | |
CPNG | D | -0.08% | |
DFS | B | -0.08% | |
PPG | F | -0.08% | |
CTVA | C | -0.08% | |
PYPL | B | -0.08% | |
UAL | A | -0.08% | |
TROW | B | -0.07% | |
IDXX | F | -0.07% | |
IRM | D | -0.07% | |
ZS | C | -0.07% | |
HIG | B | -0.07% | |
EXR | D | -0.07% | |
WAB | B | -0.07% | |
VEEV | C | -0.07% | |
TTWO | A | -0.07% | |
EIX | B | -0.07% | |
MLM | B | -0.07% | |
ROK | B | -0.07% | |
RMD | C | -0.07% | |
SQ | B | -0.07% | |
HAL | C | -0.07% | |
NET | B | -0.07% | |
DVN | F | -0.07% | |
DD | D | -0.07% | |
GEHC | F | -0.07% | |
MPLX | A | -0.07% | |
DRI | B | -0.06% | |
XEL | A | -0.06% | |
EBAY | D | -0.06% | |
AVB | B | -0.06% | |
CPAY | A | -0.06% | |
ARES | A | -0.06% | |
EQR | B | -0.06% | |
FTV | C | -0.06% | |
ON | D | -0.06% | |
DTE | C | -0.06% | |
STT | A | -0.06% | |
RBLX | C | -0.06% | |
AEE | A | -0.06% | |
CNC | D | -0.06% | |
ETR | B | -0.06% | |
RJF | A | -0.06% | |
MTB | A | -0.06% | |
TPL | A | -0.06% | |
FANG | D | -0.06% | |
HEI | B | -0.06% | |
EVRG | A | -0.06% | |
CDW | F | -0.05% | |
TYL | B | -0.05% | |
EXPE | B | -0.05% | |
CNP | B | -0.05% | |
IOT | A | -0.05% | |
ZBRA | B | -0.05% | |
FOXA | B | -0.05% | |
ANSS | B | -0.05% | |
PHM | D | -0.05% | |
LH | C | -0.05% | |
MTD | D | -0.05% | |
WDC | D | -0.05% | |
INVH | D | -0.05% | |
CINF | A | -0.05% | |
TW | A | -0.05% | |
PFG | D | -0.05% | |
OMC | C | -0.05% | |
NVR | D | -0.05% | |
DOV | A | -0.05% | |
LPLA | A | -0.05% | |
DKNG | B | -0.05% | |
PPL | B | -0.05% | |
FE | C | -0.05% | |
MPWR | F | -0.05% | |
SYF | B | -0.05% | |
MKL | A | -0.05% | |
TWLO | A | -0.05% | |
TSN | B | -0.05% | |
NTRS | A | -0.05% | |
GLPI | C | -0.05% | |
CSGP | D | -0.05% | |
BRO | B | -0.05% | |
ZM | B | -0.05% | |
WST | C | -0.05% | |
SNOW | C | -0.05% | |
VTR | C | -0.05% | |
FITB | A | -0.05% | |
EFX | F | -0.05% | |
TDY | B | -0.05% | |
RF | A | -0.05% | |
HST | C | -0.04% | |
LBRDK | C | -0.04% | |
SNAP | C | -0.04% | |
CAG | D | -0.04% | |
LII | A | -0.04% | |
ESS | B | -0.04% | |
WAT | B | -0.04% | |
ENTG | D | -0.04% | |
WPC | D | -0.04% | |
IPG | D | -0.04% | |
WSM | B | -0.04% | |
CSL | C | -0.04% | |
AGR | B | -0.04% | |
TAP | C | -0.04% | |
CRBG | B | -0.04% | |
MAA | B | -0.04% | |
DLTR | F | -0.04% | |
BEN | C | -0.04% | |
PKG | A | -0.04% | |
ATO | A | -0.04% | |
NWSA | B | -0.04% | |
PODD | C | -0.04% | |
WLK | D | -0.04% | |
BLDR | D | -0.04% | |
KEY | B | -0.04% | |
BALL | D | -0.04% | |
BAX | D | -0.04% | |
GPC | D | -0.04% | |
IP | B | -0.04% | |
STLD | B | -0.04% | |
ROL | B | -0.04% | |
CFG | B | -0.04% | |
ADM | D | -0.04% | |
DOW | F | -0.04% | |
SUI | D | -0.04% | |
WMG | C | -0.04% | |
MGM | D | -0.04% | |
HUBB | B | -0.04% | |
SSNC | B | -0.04% | |
KIM | A | -0.04% | |
CG | A | -0.04% | |
GPN | B | -0.03% | |
AMH | D | -0.03% | |
BIIB | F | -0.03% | |
IEX | B | -0.03% | |
MORN | B | -0.03% | |
ROKU | D | -0.03% | |
RS | B | -0.03% | |
MANH | D | -0.03% | |
FNF | B | -0.03% | |
PINS | D | -0.03% | |
ACM | A | -0.03% | |
AVTR | F | -0.03% | |
BMRN | D | -0.03% | |
MDB | C | -0.03% | |
DXCM | D | -0.03% | |
WSO | A | -0.03% | |
FDS | B | -0.03% | |
BSY | D | -0.03% | |
ELS | C | -0.03% | |
HBAN | A | -0.03% | |
MRO | B | -0.03% | |
AVY | D | -0.03% | |
GGG | B | -0.03% | |
CCI | D | -0.03% | |
LNT | A | -0.03% | |
BBY | D | -0.03% | |
MAS | D | -0.03% | |
H | B | -0.03% | |
TXT | D | -0.03% | |
TER | D | -0.03% | |
J | F | -0.03% | |
LVS | C | -0.03% | |
OVV | B | -0.03% | |
D | C | -0.03% | |
ERIE | D | -0.03% | |
BAH | F | -0.03% | |
SWK | D | -0.03% | |
WRB | A | -0.03% | |
NDSN | B | -0.03% | |
WY | D | -0.03% | |
OC | A | -0.03% | |
SNA | A | -0.03% | |
L | A | -0.03% | |
MOS | F | -0.03% | |
POOL | C | -0.03% | |
JBL | B | -0.03% | |
DT | C | -0.03% | |
MOH | F | -0.03% | |
SMCI | F | -0.02% | |
SWKS | F | -0.02% | |
SBAC | D | -0.02% | |
ARE | D | -0.02% | |
MRNA | F | -0.02% | |
ILMN | D | -0.02% | |
ALGN | D | -0.02% | |
IFF | D | -0.02% | |
WBD | C | -0.02% | |
RIVN | F | -0.02% | |
RPM | A | -0.02% | |
ACI | C | -0.02% | |
JBHT | C | -0.02% | |
EXPD | D | -0.02% | |
WBA | F | -0.02% | |
SIRI | C | -0.02% | |
CE | F | -0.02% | |
ZBH | C | -0.02% | |
EL | F | -0.01% | |
CTRA | B | -0.01% | |
EPAM | C | -0.01% | |
SJM | D | -0.01% | |
CF | B | -0.01% | |
ENPH | F | -0.01% | |
LUV | C | -0.01% | |
EQT | B | -0.01% | |
DG | F | -0.0% | |
LW | C | -0.0% | |
ALB | C | -0.0% |
ESMV: Top Represented Industries & Keywords
NTSX: Top Represented Industries & Keywords