EVUS vs. AVMC ETF Comparison

Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to Avantis U.S. Mid Cap Equity ETF (AVMC)
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
AVMC

Avantis U.S. Mid Cap Equity ETF

AVMC Description The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to invest in securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund"s mid cap investment universe.

Grade (RS Rating)

Last Trade

$69.51

Average Daily Volume

8,425

Number of Holdings *

518

* may have additional holdings in another (foreign) market
Performance
Period EVUS AVMC
30 Days 2.65% 7.92%
60 Days 3.47% 8.98%
90 Days 6.09% 10.86%
12 Months 29.50% 35.44%
97 Overlapping Holdings
Symbol Grade Weight in EVUS Weight in AVMC Overlap
A D 0.19% 0.34% 0.19%
ACGL D 0.16% 0.54% 0.16%
ADM D 0.11% 0.19% 0.11%
AIZ A 0.2% 0.18% 0.18%
AKAM D 0.12% 0.21% 0.12%
ALLE D 0.15% 0.18% 0.15%
AVY D 0.09% 0.24% 0.09%
BALL D 0.1% 0.25% 0.1%
BBY D 0.28% 0.3% 0.28%
BIIB F 0.1% 0.29% 0.1%
BR A 0.73% 0.38% 0.38%
CBOE B 0.11% 0.29% 0.11%
CBRE B 0.35% 0.45% 0.35%
CCK C 0.1% 0.15% 0.1%
CHD B 0.29% 0.37% 0.29%
CHRW C 0.4% 0.14% 0.14%
CLX B 0.43% 0.25% 0.25%
CMI A 0.78% 0.57% 0.57%
CMS C 0.38% 0.18% 0.18%
CNC D 0.18% 0.15% 0.15%
CPB D 0.12% 0.08% 0.08%
DAL C 0.3% 0.62% 0.3%
DD D 0.1% 0.46% 0.1%
DFS B 0.45% 0.64% 0.45%
DG F 0.06% 0.13% 0.06%
DLTR F 0.06% 0.11% 0.06%
DOV A 0.1% 0.39% 0.1%
DOW F 0.1% 0.34% 0.1%
EA A 0.41% 0.48% 0.41%
ED D 0.25% 0.31% 0.25%
EIX B 0.28% 0.13% 0.13%
EQT B 0.16% 0.35% 0.16%
ES D 0.23% 0.11% 0.11%
EXC C 0.35% 0.1% 0.1%
EXPD D 0.51% 0.31% 0.31%
FANG D 0.11% 0.1% 0.1%
FBIN D 0.23% 0.15% 0.15%
FDS B 0.19% 0.29% 0.19%
FIS C 0.25% 0.5% 0.25%
FOX A 0.13% 0.1% 0.1%
FSLR F 0.1% 0.26% 0.1%
GEHC F 0.09% 0.38% 0.09%
GIS D 0.6% 0.24% 0.24%
HBAN A 0.29% 0.41% 0.29%
HIG B 0.47% 0.63% 0.47%
HII D 0.12% 0.1% 0.1%
HOLX D 0.14% 0.19% 0.14%
HPE B 0.35% 0.44% 0.35%
HRL D 0.12% 0.12% 0.12%
HUBB B 0.14% 0.35% 0.14%
IEX B 0.17% 0.22% 0.17%
IFF D 0.12% 0.18% 0.12%
IP B 0.16% 0.32% 0.16%
IPG D 0.08% 0.11% 0.08%
IR B 0.15% 0.46% 0.15%
J F 0.21% 0.18% 0.18%
JBHT C 0.16% 0.26% 0.16%
JNPR F 0.11% 0.09% 0.09%
K A 0.89% 0.32% 0.32%
KEYS A 0.35% 0.39% 0.35%
KMX B 0.09% 0.21% 0.09%
KR B 0.41% 0.12% 0.12%
LDOS C 0.11% 0.28% 0.11%
LH C 0.22% 0.25% 0.22%
LKQ D 0.39% 0.01% 0.01%
LYB F 0.08% 0.37% 0.08%
MKC D 0.14% 0.15% 0.14%
MKTX D 0.11% 0.08% 0.08%
MRO B 0.18% 0.34% 0.18%
NDAQ A 0.38% 0.38% 0.38%
NI A 0.67% 0.12% 0.12%
NTAP C 0.1% 0.4% 0.1%
NTRS A 0.16% 0.35% 0.16%
OC A 0.21% 0.33% 0.21%
OVV B 0.39% 0.28% 0.28%
PEG A 0.96% 0.44% 0.44%
PFG D 0.12% 0.31% 0.12%
PHM D 0.13% 0.5% 0.13%
PNR A 0.63% 0.23% 0.23%
PPG F 0.34% 0.4% 0.34%
RMD C 0.1% 0.41% 0.1%
ROK B 0.13% 0.42% 0.13%
STE F 0.3% 0.31% 0.3%
STLD B 0.11% 0.4% 0.11%
STT A 0.18% 0.43% 0.18%
SYF B 0.47% 0.46% 0.46%
SYY B 0.09% 0.41% 0.09%
TAP C 0.33% 0.18% 0.18%
TFX F 0.15% 0.08% 0.08%
TRMB B 0.2% 0.03% 0.03%
TSCO D 0.23% 0.38% 0.23%
TTC D 0.09% 0.08% 0.08%
TWLO A 0.15% 0.24% 0.15%
ULTA F 0.09% 0.2% 0.09%
URI B 0.27% 0.75% 0.27%
XYL D 0.41% 0.3% 0.3%
ZBH C 0.23% 0.2% 0.2%
EVUS Overweight 137 Positions Relative to AVMC
Symbol Grade Weight
AVGO D 2.9%
JPM A 2.81%
HD A 2.07%
UNH C 2.04%
KO D 1.67%
XOM B 1.54%
PG A 1.5%
TXN C 1.47%
JNJ D 1.43%
BAC A 1.33%
ORCL B 1.31%
CVX A 1.26%
ADP B 1.24%
BRK.A B 1.19%
IBM C 1.17%
MS A 1.07%
PRU A 1.02%
CSCO B 1.01%
GILD C 0.96%
ABBV D 0.92%
AXP A 0.9%
DIS B 0.88%
HON B 0.86%
PEP F 0.84%
GS A 0.84%
COP C 0.82%
NEE D 0.82%
KMI A 0.81%
RTX C 0.79%
VZ C 0.79%
OKE A 0.77%
CRH A 0.76%
CAT B 0.75%
AMGN D 0.74%
BK A 0.74%
LOW D 0.74%
DHR F 0.7%
C A 0.69%
SPGI C 0.65%
ELV F 0.65%
ECL D 0.64%
MCD D 0.63%
QCOM F 0.63%
PNC B 0.62%
EQIX A 0.61%
MMM D 0.6%
CCI D 0.6%
AMT D 0.59%
CI F 0.58%
INTC D 0.57%
ACN C 0.56%
PFE D 0.55%
NXPI D 0.52%
MRK F 0.52%
MET A 0.52%
LIN D 0.49%
COR B 0.49%
DLR B 0.47%
WELL A 0.46%
TRV B 0.46%
FERG B 0.43%
ZTS D 0.43%
TGT F 0.43%
DE A 0.43%
BMY B 0.42%
MU D 0.41%
SCHW B 0.4%
CARR D 0.4%
NOC D 0.4%
CMCSA B 0.4%
PGR A 0.39%
JCI C 0.38%
FI A 0.38%
T A 0.38%
SBUX A 0.37%
KMB D 0.36%
FLUT A 0.36%
ANSS B 0.35%
IRM D 0.34%
PSX C 0.33%
BG F 0.32%
UPS C 0.32%
BKR B 0.31%
BLK C 0.31%
CAH B 0.31%
DGX A 0.3%
HCA F 0.3%
COO D 0.3%
PLD D 0.3%
ETN A 0.29%
NEM D 0.28%
D C 0.28%
WFC A 0.28%
SLB C 0.28%
USB A 0.28%
FTV C 0.27%
ADI D 0.27%
WY D 0.26%
KHC F 0.26%
NUE C 0.25%
TFC A 0.24%
PYPL B 0.24%
MMC B 0.24%
CNH C 0.24%
ABT B 0.24%
AFL B 0.23%
GEV B 0.23%
FDX B 0.23%
VLO C 0.23%
REGN F 0.22%
WTRG B 0.21%
KDP D 0.21%
COF B 0.18%
TJX A 0.18%
HPQ B 0.17%
DHI D 0.16%
WMB A 0.16%
WTW B 0.14%
CB C 0.13%
BXP D 0.12%
PAYX C 0.12%
TMO F 0.11%
PSA D 0.11%
SOLV C 0.11%
AZPN A 0.11%
GEN B 0.11%
WDC D 0.11%
APD A 0.11%
HUM C 0.1%
ITW B 0.1%
ICE C 0.1%
CAG D 0.09%
MDLZ F 0.09%
AVTR F 0.09%
CVS D 0.09%
STZ D 0.09%
NKE D 0.08%
EVUS Underweight 421 Positions Relative to AVMC
Symbol Grade Weight
RCL A -0.94%
VST B -0.92%
APP B -0.81%
TRGP B -0.73%
VRT B -0.72%
TPL A -0.59%
MTB A -0.55%
IT C -0.55%
GLW B -0.55%
FITB A -0.53%
COIN C -0.53%
MLM B -0.52%
RJF A -0.52%
CCL B -0.52%
HWM A -0.51%
UAL A -0.51%
VMC B -0.5%
GRMN B -0.48%
FCNCA A -0.47%
DECK A -0.47%
ON D -0.46%
DVN F -0.45%
EME C -0.44%
MSTR C -0.44%
LPLA A -0.42%
TROW B -0.41%
CSL C -0.4%
RF A -0.4%
CDW F -0.4%
VEEV C -0.39%
CSGP D -0.38%
PKG A -0.38%
EFX F -0.37%
MKL A -0.37%
WAB B -0.37%
ETR B -0.36%
LII A -0.36%
BLDR D -0.35%
WST C -0.35%
WSM B -0.35%
JBL B -0.35%
CPAY A -0.34%
EXPE B -0.34%
CINF A -0.34%
CTRA B -0.34%
BAH F -0.33%
CFG B -0.32%
WAT B -0.31%
DRI B -0.31%
XEL A -0.31%
XPO B -0.3%
RS B -0.3%
EBAY D -0.3%
CF B -0.3%
FLEX A -0.3%
ATO A -0.29%
SNA A -0.29%
UTHR C -0.29%
MANH D -0.29%
EQH B -0.29%
KEY B -0.29%
TOL B -0.29%
MOH F -0.29%
LUV C -0.28%
RPM A -0.28%
SQ B -0.28%
CASY A -0.27%
WRB A -0.27%
SAIA B -0.27%
FIX A -0.26%
ZM B -0.26%
FTI A -0.26%
TXT D -0.26%
TER D -0.25%
GDDY A -0.25%
VTRS A -0.25%
BRO B -0.25%
EWBC A -0.25%
PSTG D -0.25%
RGA A -0.24%
L A -0.24%
EG C -0.24%
PINS D -0.24%
MPWR F -0.24%
FNF B -0.24%
GGG B -0.24%
PPL B -0.23%
ALGN D -0.23%
WSO A -0.23%
NRG B -0.23%
WBD C -0.22%
AWK D -0.22%
FOXA B -0.22%
APTV D -0.22%
CLH B -0.22%
TSN B -0.22%
KNSL B -0.21%
THC D -0.21%
EMN D -0.21%
POOL C -0.21%
SWKS F -0.21%
FFIV B -0.21%
PRI A -0.2%
ITT A -0.2%
EVR B -0.2%
AEE A -0.2%
DTE C -0.2%
USFD A -0.2%
TW A -0.2%
KVUE A -0.2%
UNM A -0.2%
WAL B -0.2%
OMC C -0.19%
GWRE A -0.19%
LAD A -0.19%
WEC A -0.19%
RNR C -0.19%
BWXT B -0.19%
MUSA A -0.19%
JKHY D -0.19%
PFGC B -0.19%
CG A -0.19%
GPC D -0.19%
SSNC B -0.19%
AMCR D -0.19%
SOFI A -0.19%
BJ A -0.18%
CMA A -0.18%
SF B -0.18%
TXRH C -0.18%
ALLY C -0.18%
NCLH B -0.18%
AIT A -0.18%
ERIE D -0.18%
ALB C -0.18%
ATR B -0.18%
EXP A -0.18%
MLI C -0.18%
NBIX C -0.18%
ROL B -0.18%
ACM A -0.18%
ZION B -0.18%
LECO B -0.18%
PAYC B -0.17%
FN D -0.17%
AR B -0.17%
AYI B -0.17%
AFG A -0.17%
NWSA B -0.17%
INCY C -0.17%
AFRM B -0.17%
PNFP B -0.17%
BURL A -0.17%
HSY F -0.17%
ALSN B -0.17%
JEF A -0.17%
WBS A -0.17%
WMS D -0.17%
CTSH B -0.16%
PR B -0.16%
UFPI B -0.16%
SEIC B -0.16%
BSY D -0.16%
EXEL B -0.16%
R B -0.16%
BLD D -0.16%
BMRN D -0.16%
GME C -0.16%
DTM B -0.16%
GL B -0.16%
JLL D -0.16%
EPAM C -0.16%
TTWO A -0.16%
COHR B -0.16%
RRC B -0.16%
CIEN B -0.15%
FLR B -0.15%
AOS F -0.15%
INGR B -0.15%
DCI B -0.15%
HRB D -0.15%
LBRDK C -0.15%
FND C -0.15%
WCC B -0.15%
PWR A -0.15%
UHS D -0.15%
ORI A -0.15%
RHI B -0.14%
ILMN D -0.14%
TMHC B -0.14%
ROKU D -0.14%
GNRC B -0.14%
SCI B -0.14%
TPX B -0.14%
WWD B -0.14%
X C -0.14%
Z A -0.14%
CTVA C -0.14%
HLNE B -0.14%
EHC B -0.14%
MTDR B -0.14%
WTFC A -0.14%
AXTA A -0.13%
AXS A -0.13%
KEX C -0.13%
RL B -0.13%
NYT C -0.13%
SSB B -0.13%
MRNA F -0.13%
MORN B -0.13%
BILL A -0.13%
APA D -0.13%
LNT A -0.13%
TECH D -0.13%
JAZZ B -0.13%
ARMK B -0.13%
ENSG D -0.13%
WFRD D -0.13%
EVRG A -0.13%
GMED A -0.13%
RIVN F -0.13%
NVR D -0.13%
ONTO D -0.13%
CTLT B -0.13%
TPR B -0.13%
VOYA B -0.13%
DINO D -0.13%
LYV A -0.13%
BAX D -0.13%
BWA D -0.13%
SSD D -0.13%
CFR B -0.13%
DVA B -0.12%
RBC A -0.12%
RLI B -0.12%
RVMD C -0.12%
HALO F -0.12%
LNW D -0.12%
FE C -0.12%
MTG C -0.12%
CHE D -0.12%
DKS C -0.12%
SKX D -0.12%
LW C -0.12%
MTH D -0.12%
TREX C -0.12%
PCTY B -0.12%
CBSH A -0.12%
GPK C -0.12%
AXON A -0.12%
ATI D -0.12%
MEDP D -0.12%
CMC B -0.12%
PNW B -0.12%
ALV C -0.12%
OSK B -0.12%
CHRD D -0.11%
UHAL D -0.11%
NOV C -0.11%
WEX D -0.11%
WH B -0.11%
OGE B -0.11%
LSTR D -0.11%
PCVX D -0.11%
DXCM D -0.11%
FLS B -0.11%
OLED D -0.11%
CHX C -0.11%
SM B -0.11%
MAS D -0.11%
KBR F -0.11%
MAT D -0.11%
HAS D -0.11%
GNTX C -0.11%
OMF A -0.11%
SNX C -0.1%
SITE D -0.1%
CZR F -0.1%
PB A -0.1%
KNX B -0.1%
MUR D -0.1%
ELAN D -0.1%
APG B -0.1%
FAF A -0.1%
FHN A -0.1%
ARW D -0.1%
AGCO D -0.1%
MOS F -0.1%
WSC D -0.1%
MSA D -0.1%
CR A -0.1%
BPOP B -0.1%
CLF F -0.1%
BERY B -0.1%
NSIT F -0.09%
G B -0.09%
IVZ B -0.09%
RGLD C -0.09%
S B -0.09%
AM A -0.09%
MHK D -0.09%
SIGI C -0.09%
THO B -0.09%
OLLI D -0.09%
LSCC D -0.09%
ESNT D -0.09%
BECN B -0.09%
QRVO F -0.09%
RYAN B -0.09%
ZWS B -0.09%
VNT B -0.09%
BEN C -0.09%
LFUS F -0.09%
IDXX F -0.09%
GAP C -0.09%
RPRX D -0.09%
ESAB B -0.09%
CHDN B -0.09%
CIVI D -0.09%
PVH C -0.08%
ENLC A -0.08%
WLK D -0.08%
NFG A -0.08%
CGNX C -0.08%
DAR C -0.08%
AMG B -0.08%
TKR D -0.08%
MTN C -0.08%
AES F -0.08%
AN C -0.08%
BIO D -0.08%
IQV D -0.08%
BC C -0.08%
COKE C -0.08%
CNP B -0.08%
MGY A -0.08%
LEA D -0.08%
CHH A -0.07%
BYD C -0.07%
AA B -0.07%
SW A -0.07%
SON D -0.07%
PATH C -0.07%
VFC C -0.07%
CROX D -0.07%
PTC A -0.07%
CNM D -0.07%
DLB B -0.07%
LULU C -0.07%
NEU C -0.07%
POST C -0.07%
FYBR D -0.07%
WTS B -0.07%
OLN D -0.07%
GFS C -0.06%
ST F -0.06%
NWS B -0.06%
NXST C -0.06%
WHR B -0.06%
FMC D -0.06%
BFAM D -0.06%
HXL D -0.06%
H B -0.06%
TNET D -0.05%
FRPT B -0.05%
ENPH F -0.05%
PAG B -0.05%
BRKR D -0.05%
AMKR D -0.05%
ENTG D -0.05%
MGM D -0.04%
HESM B -0.04%
ADTN A -0.04%
COLM B -0.04%
PARA C -0.04%
SEE C -0.04%
BOKF B -0.04%
IDA A -0.04%
SPSC C -0.04%
LBRDA C -0.03%
OZK B -0.03%
CACC D -0.03%
CHWY B -0.03%
COLB A -0.03%
PPC C -0.03%
CELH F -0.03%
ZG A -0.03%
DDS B -0.03%
XRAY F -0.03%
FLO D -0.03%
LCID F -0.02%
CWEN C -0.02%
EL F -0.02%
CLVT F -0.02%
HAE C -0.02%
SMCI F -0.02%
CNA B -0.02%
MSM C -0.02%
LANC C -0.02%
LEVI F -0.02%
LUMN C -0.02%
ATKR C -0.01%
VAL D -0.01%
CWEN C -0.01%
PII D -0.01%
SAIC F -0.01%
UHAL D -0.01%
QLYS C -0.01%
ACT D -0.01%
AGR B -0.01%
RMBS C -0.0%
CNXC F -0.0%
NFE D -0.0%
FRHC B -0.0%
RIG D -0.0%
PTEN C -0.0%
IGT F -0.0%
FRSH C -0.0%
RGEN D -0.0%
FIZZ C -0.0%
REYN D -0.0%
Compare ETFs