EVUS vs. CSM ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to ProShares Large Cap Core Plus (CSM)
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
$29.86
Average Daily Volume
2,318
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
CSM
ProShares Large Cap Core Plus
CSM Description
The investment seeks investment results before fees and expenses that track the performance of the Credit Suisse 130/30 Large Cap Index (the "index"). The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to replicate an investment strategy that establishes either long or short positions in the stocks of 500 leading large-cap U.S. companies (the "Universe") by applying a rules-based ranking and weighting methodology. The fund is non-diversified.Grade (RS Rating)
Last Trade
$65.25
Average Daily Volume
6,630
Number of Holdings
*
305
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | CSM |
|---|---|---|
| 30 Days | 3.06% | 3.66% |
| 60 Days | 6.91% | 5.30% |
| 90 Days | 10.23% | 5.46% |
| 12 Months | 28.92% | 34.90% |
134 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in CSM | Overlap | |
|---|---|---|---|---|---|
| A | C | 0.22% | 0.33% | 0.22% | |
| ABBV | B | 1.07% | 0.42% | 0.42% | |
| ABT | C | 0.24% | 0.06% | 0.06% | |
| ACGL | B | 0.19% | 0.39% | 0.19% | |
| ACN | C | 0.54% | 0.19% | 0.19% | |
| AIZ | B | 0.18% | 0.31% | 0.18% | |
| AKAM | D | 0.14% | 0.12% | 0.12% | |
| ALLE | B | 0.16% | 0.12% | 0.12% | |
| AMGN | D | 0.88% | 0.04% | 0.04% | |
| APD | B | 0.1% | 0.14% | 0.1% | |
| AVGO | C | 3.1% | 1.34% | 1.34% | |
| BAC | D | 1.14% | 0.27% | 0.27% | |
| BBY | A | 0.32% | 0.31% | 0.31% | |
| BG | F | 0.35% | 0.28% | 0.28% | |
| BIIB | F | 0.13% | 0.18% | 0.13% | |
| BK | B | 0.69% | 0.36% | 0.36% | |
| BKR | C | 0.26% | 0.34% | 0.26% | |
| BMY | C | 0.37% | 0.46% | 0.37% | |
| BR | C | 0.69% | 0.13% | 0.13% | |
| BRK.A | C | 1.17% | 0.99% | 0.99% | |
| CAG | B | 0.1% | 0.12% | 0.1% | |
| CAH | C | 0.29% | 0.35% | 0.29% | |
| CAT | B | 0.77% | 0.11% | 0.11% | |
| CBOE | C | 0.11% | 0.32% | 0.11% | |
| CBRE | B | 0.33% | 0.33% | 0.33% | |
| CHD | C | 0.27% | 0.06% | 0.06% | |
| CI | C | 0.64% | 0.45% | 0.45% | |
| CLX | C | 0.42% | 0.31% | 0.31% | |
| CMCSA | C | 0.39% | 0.22% | 0.22% | |
| CNC | D | 0.23% | 0.35% | 0.23% | |
| COF | B | 0.14% | 0.23% | 0.14% | |
| CPB | C | 0.14% | 0.11% | 0.11% | |
| CSCO | B | 0.94% | 0.23% | 0.23% | |
| CVS | D | 0.09% | 0.3% | 0.09% | |
| CVX | F | 1.17% | 0.16% | 0.16% | |
| DFS | C | 0.36% | 0.15% | 0.15% | |
| DHI | C | 0.19% | 0.29% | 0.19% | |
| DHR | B | 0.84% | 0.04% | 0.04% | |
| DIS | D | 0.74% | 0.1% | 0.1% | |
| DLR | B | 0.41% | 0.07% | 0.07% | |
| EA | D | 0.35% | 0.18% | 0.18% | |
| EIX | B | 0.29% | 0.29% | 0.29% | |
| EQIX | B | 0.59% | 0.26% | 0.26% | |
| ETN | C | 0.26% | 0.4% | 0.26% | |
| EXC | B | 0.36% | 0.18% | 0.18% | |
| FANG | F | 0.12% | 0.29% | 0.12% | |
| FDS | C | 0.19% | 0.04% | 0.04% | |
| FDX | D | 0.22% | 0.32% | 0.22% | |
| FIS | C | 0.25% | 0.07% | 0.07% | |
| FSLR | C | 0.14% | 0.13% | 0.13% | |
| FTV | C | 0.28% | 0.07% | 0.07% | |
| GEHC | B | 0.11% | 0.23% | 0.11% | |
| GILD | B | 0.92% | 0.45% | 0.45% | |
| HBAN | B | 0.24% | 0.25% | 0.24% | |
| HCA | B | 0.36% | 0.19% | 0.19% | |
| HD | B | 2.06% | 0.31% | 0.31% | |
| HIG | B | 0.48% | 0.36% | 0.36% | |
| HII | F | 0.17% | 0.31% | 0.17% | |
| HOLX | D | 0.14% | 0.1% | 0.1% | |
| HPQ | C | 0.16% | 0.32% | 0.16% | |
| HRL | F | 0.13% | 0.06% | 0.06% | |
| IBM | B | 1.24% | 0.17% | 0.17% | |
| IEX | C | 0.17% | 0.28% | 0.17% | |
| INTC | D | 0.54% | 0.23% | 0.23% | |
| IPG | C | 0.1% | 0.13% | 0.1% | |
| IR | B | 0.13% | 0.32% | 0.13% | |
| J | A | 0.24% | 0.04% | 0.04% | |
| JNJ | C | 1.53% | 0.46% | 0.46% | |
| JPM | D | 2.47% | 0.65% | 0.65% | |
| KDP | B | 0.25% | 0.15% | 0.15% | |
| KHC | C | 0.3% | 0.13% | 0.13% | |
| KMB | C | 0.38% | 0.36% | 0.36% | |
| KMI | C | 0.65% | 0.1% | 0.1% | |
| KO | B | 1.92% | 0.15% | 0.15% | |
| KR | B | 0.4% | 0.34% | 0.34% | |
| LDOS | A | 0.11% | 0.33% | 0.11% | |
| LIN | B | 0.53% | 0.09% | 0.09% | |
| LKQ | F | 0.42% | 0.11% | 0.11% | |
| LOW | B | 0.76% | 0.05% | 0.05% | |
| LYB | D | 0.1% | 0.15% | 0.1% | |
| MCD | B | 0.66% | 0.04% | 0.04% | |
| MET | B | 0.52% | 0.25% | 0.25% | |
| MKC | C | 0.16% | 0.06% | 0.06% | |
| MKTX | D | 0.11% | 0.07% | 0.07% | |
| MMC | C | 0.25% | 0.04% | 0.04% | |
| MRK | F | 0.62% | 0.76% | 0.62% | |
| MU | D | 0.4% | 0.44% | 0.4% | |
| NI | B | 0.62% | 0.32% | 0.32% | |
| NOC | B | 0.44% | 0.41% | 0.41% | |
| NTRS | C | 0.14% | 0.26% | 0.14% | |
| NUE | D | 0.26% | 0.09% | 0.09% | |
| OKE | C | 0.66% | 0.17% | 0.17% | |
| ORCL | B | 1.16% | 0.07% | 0.07% | |
| PAYX | C | 0.11% | 0.07% | 0.07% | |
| PEP | D | 0.92% | 0.36% | 0.36% | |
| PFE | D | 0.66% | 0.14% | 0.14% | |
| PFG | B | 0.12% | 0.11% | 0.11% | |
| PG | C | 1.54% | 0.45% | 0.45% | |
| PGR | C | 0.39% | 0.06% | 0.06% | |
| PHM | B | 0.15% | 0.38% | 0.15% | |
| PLD | C | 0.34% | 0.38% | 0.34% | |
| PNR | B | 0.59% | 0.31% | 0.31% | |
| PPG | C | 0.36% | 0.26% | 0.26% | |
| PRU | C | 0.99% | 0.3% | 0.3% | |
| PSA | C | 0.11% | 0.41% | 0.11% | |
| PYPL | B | 0.22% | 0.23% | 0.22% | |
| QCOM | D | 0.65% | 0.15% | 0.15% | |
| RMD | C | 0.1% | 0.22% | 0.1% | |
| SLB | F | 0.28% | 0.32% | 0.28% | |
| STE | B | 0.34% | 0.27% | 0.27% | |
| STLD | C | 0.1% | 0.13% | 0.1% | |
| SYF | C | 0.36% | 0.34% | 0.34% | |
| SYY | C | 0.1% | 0.13% | 0.1% | |
| T | B | 0.37% | 0.21% | 0.21% | |
| TAP | D | 0.3% | 0.31% | 0.3% | |
| TFX | B | 0.2% | 0.32% | 0.2% | |
| TGT | C | 0.44% | 0.36% | 0.36% | |
| TJX | C | 0.17% | 0.52% | 0.17% | |
| TMO | B | 0.14% | 0.67% | 0.14% | |
| TRMB | C | 0.17% | 0.04% | 0.04% | |
| TRV | C | 0.43% | 0.15% | 0.15% | |
| UNH | C | 2.05% | 0.56% | 0.56% | |
| URI | B | 0.27% | 0.12% | 0.12% | |
| VLO | F | 0.22% | 0.08% | 0.08% | |
| VZ | A | 0.85% | 0.06% | 0.06% | |
| WDC | C | 0.12% | 0.28% | 0.12% | |
| WELL | C | 0.43% | 0.25% | 0.25% | |
| WFC | D | 0.21% | 0.12% | 0.12% | |
| WMB | C | 0.13% | 0.16% | 0.13% | |
| WTW | B | 0.13% | 0.14% | 0.13% | |
| WY | C | 0.29% | 0.33% | 0.29% | |
| XOM | D | 1.53% | 0.55% | 0.55% | |
| XYL | C | 0.45% | 0.3% | 0.3% | |
| ZTS | B | 0.48% | 0.19% | 0.19% |
EVUS Overweight 100 Positions Relative to CSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| TXN | B | 1.51% | |
| ADP | C | 1.16% | |
| PEG | B | 0.94% | |
| K | A | 0.91% | |
| NEE | B | 0.9% | |
| ELV | D | 0.88% | |
| MS | B | 0.84% | |
| AXP | B | 0.84% | |
| RTX | B | 0.8% | |
| COP | F | 0.79% | |
| HON | C | 0.78% | |
| GS | B | 0.72% | |
| GIS | B | 0.71% | |
| CRH | B | 0.7% | |
| AMT | C | 0.7% | |
| CMI | B | 0.7% | |
| SPGI | C | 0.69% | |
| ECL | B | 0.68% | |
| CCI | C | 0.68% | |
| MMM | B | 0.64% | |
| C | C | 0.62% | |
| EXPD | B | 0.56% | |
| PNC | C | 0.56% | |
| NXPI | D | 0.55% | |
| COR | F | 0.46% | |
| DE | A | 0.45% | |
| CARR | B | 0.43% | |
| FERG | D | 0.43% | |
| CMS | B | 0.4% | |
| CHRW | B | 0.4% | |
| IRM | C | 0.36% | |
| SBUX | C | 0.36% | |
| NEM | C | 0.36% | |
| OVV | F | 0.36% | |
| JCI | B | 0.35% | |
| NDAQ | C | 0.35% | |
| KEYS | B | 0.35% | |
| COO | C | 0.34% | |
| ANSS | D | 0.34% | |
| PSX | F | 0.33% | |
| UPS | D | 0.32% | |
| FLUT | C | 0.32% | |
| SCHW | D | 0.32% | |
| HPE | C | 0.31% | |
| FI | B | 0.31% | |
| ADI | C | 0.29% | |
| BLK | B | 0.29% | |
| REGN | D | 0.29% | |
| FBIN | B | 0.28% | |
| D | C | 0.28% | |
| DGX | B | 0.28% | |
| ED | B | 0.27% | |
| USB | C | 0.26% | |
| ES | B | 0.25% | |
| CNH | C | 0.25% | |
| TSCO | B | 0.24% | |
| AFL | A | 0.23% | |
| ZBH | F | 0.22% | |
| DAL | C | 0.22% | |
| LH | D | 0.21% | |
| TFC | D | 0.21% | |
| WTRG | D | 0.2% | |
| OC | C | 0.19% | |
| MRO | D | 0.18% | |
| STT | B | 0.17% | |
| GEV | B | 0.17% | |
| JBHT | D | 0.16% | |
| HUBB | B | 0.14% | |
| IP | C | 0.14% | |
| IFF | A | 0.14% | |
| DOW | C | 0.13% | |
| CB | B | 0.13% | |
| EQT | C | 0.13% | |
| BALL | C | 0.12% | |
| SOLV | D | 0.12% | |
| ADM | D | 0.12% | |
| BXP | C | 0.12% | |
| JNPR | A | 0.12% | |
| ROK | D | 0.12% | |
| STZ | C | 0.11% | |
| ICE | C | 0.11% | |
| TWLO | C | 0.11% | |
| AVY | C | 0.11% | |
| ITW | B | 0.11% | |
| FOX | B | 0.11% | |
| ULTA | D | 0.11% | |
| AVTR | C | 0.11% | |
| HUM | F | 0.11% | |
| MDLZ | C | 0.1% | |
| DD | B | 0.1% | |
| AZPN | B | 0.1% | |
| DOV | B | 0.1% | |
| GEN | A | 0.1% | |
| CCK | B | 0.1% | |
| NKE | D | 0.1% | |
| KMX | D | 0.09% | |
| TTC | F | 0.09% | |
| NTAP | D | 0.09% | |
| DG | F | 0.07% | |
| DLTR | F | 0.07% |
EVUS Underweight 171 Positions Relative to CSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | C | -4.77% | |
| AAPL | C | -4.67% | |
| NVDA | C | -4.48% | |
| AMZN | C | -2.49% | |
| META | B | -1.61% | |
| GOOGL | D | -1.22% | |
| LLY | D | -1.11% | |
| V | C | -1.04% | |
| GOOG | D | -0.99% | |
| TSLA | C | -0.74% | |
| GE | C | -0.61% | |
| CRM | C | -0.59% | |
| INTU | D | -0.57% | |
| BKNG | B | -0.51% | |
| LMT | A | -0.47% | |
| UBER | C | -0.46% | |
| TMUS | B | -0.45% | |
| TT | B | -0.45% | |
| CME | B | -0.41% | |
| NFLX | B | -0.41% | |
| BX | C | -0.4% | |
| NCLH | B | -0.39% | |
| ALL | C | -0.39% | |
| LEN | B | -0.39% | |
| CCL | C | -0.39% | |
| GM | C | -0.38% | |
| APH | C | -0.38% | |
| RCL | B | -0.38% | |
| BDX | D | -0.38% | |
| MA | B | -0.38% | |
| EMR | D | -0.37% | |
| TRGP | C | -0.37% | |
| CDNS | D | -0.36% | |
| HWM | B | -0.36% | |
| AVB | C | -0.36% | |
| XEL | B | -0.36% | |
| AME | C | -0.36% | |
| UAL | B | -0.36% | |
| CTSH | B | -0.35% | |
| ETR | A | -0.35% | |
| EQR | C | -0.35% | |
| VTR | C | -0.35% | |
| SNPS | F | -0.35% | |
| EMN | B | -0.34% | |
| MTD | C | -0.34% | |
| RSG | D | -0.34% | |
| SWK | B | -0.34% | |
| LYV | A | -0.34% | |
| NRG | B | -0.34% | |
| TEL | D | -0.34% | |
| IDXX | D | -0.34% | |
| FFIV | B | -0.33% | |
| BRO | C | -0.33% | |
| OTIS | B | -0.33% | |
| HST | D | -0.33% | |
| TROW | C | -0.33% | |
| BAX | C | -0.33% | |
| RJF | C | -0.33% | |
| GRMN | D | -0.33% | |
| COST | C | -0.33% | |
| CNP | C | -0.33% | |
| INCY | C | -0.32% | |
| INVH | D | -0.32% | |
| CPT | C | -0.32% | |
| AAL | D | -0.32% | |
| TDY | B | -0.32% | |
| PH | B | -0.32% | |
| ANET | C | -0.32% | |
| MAA | C | -0.31% | |
| PCAR | D | -0.31% | |
| IQV | D | -0.31% | |
| TSN | D | -0.31% | |
| RL | B | -0.31% | |
| L | D | -0.31% | |
| SNA | B | -0.31% | |
| STX | B | -0.31% | |
| MTB | C | -0.3% | |
| EL | D | -0.3% | |
| DVN | F | -0.3% | |
| AES | C | -0.3% | |
| CE | D | -0.3% | |
| WYNN | C | -0.3% | |
| PCG | C | -0.29% | |
| VTRS | D | -0.29% | |
| MAR | B | -0.29% | |
| QRVO | F | -0.29% | |
| EG | B | -0.29% | |
| FTNT | B | -0.28% | |
| UHS | C | -0.28% | |
| TXT | D | -0.28% | |
| LULU | D | -0.28% | |
| PAYC | D | -0.27% | |
| ROL | C | -0.27% | |
| MDT | B | -0.27% | |
| APTV | D | -0.27% | |
| CSX | C | -0.26% | |
| ATO | B | -0.26% | |
| SWKS | F | -0.26% | |
| VRSN | C | -0.26% | |
| AMAT | D | -0.25% | |
| OMC | B | -0.25% | |
| UDR | C | -0.25% | |
| WAB | B | -0.25% | |
| BEN | F | -0.25% | |
| ADBE | F | -0.24% | |
| FOXA | B | -0.24% | |
| HAL | F | -0.24% | |
| MSI | B | -0.22% | |
| GL | D | -0.22% | |
| MOH | D | -0.21% | |
| WMT | B | -0.21% | |
| LNT | A | -0.21% | |
| ABNB | D | -0.2% | |
| SJM | C | -0.2% | |
| TPR | A | -0.19% | |
| EBAY | B | -0.19% | |
| MGM | D | -0.19% | |
| CFG | D | -0.18% | |
| SYK | C | -0.18% | |
| PARA | D | -0.18% | |
| PANW | D | -0.18% | |
| AMD | C | -0.18% | |
| BLDR | C | -0.18% | |
| IVZ | B | -0.17% | |
| NOW | C | -0.17% | |
| F | F | -0.16% | |
| DAY | D | -0.16% | |
| CRWD | D | -0.16% | |
| GPC | D | -0.16% | |
| FITB | B | -0.15% | |
| BWA | C | -0.15% | |
| WBA | F | -0.15% | |
| ADSK | B | -0.15% | |
| ON | D | -0.14% | |
| PODD | C | -0.14% | |
| PNW | C | -0.14% | |
| SPG | B | -0.14% | |
| MSCI | C | -0.14% | |
| DTE | A | -0.13% | |
| FCX | C | -0.13% | |
| JKHY | B | -0.13% | |
| CRL | F | -0.13% | |
| NWSA | D | -0.12% | |
| ROP | C | -0.12% | |
| APA | F | -0.11% | |
| FE | B | -0.11% | |
| CTVA | B | -0.1% | |
| WRB | D | -0.09% | |
| ISRG | C | -0.09% | |
| MTCH | C | -0.09% | |
| LVS | C | -0.09% | |
| MNST | D | -0.07% | |
| SMCI | F | -0.07% | |
| AOS | B | -0.07% | |
| JBL | C | -0.07% | |
| DXCM | F | -0.06% | |
| RF | B | -0.05% | |
| CMG | D | -0.05% | |
| MAS | B | -0.05% | |
| VRTX | D | -0.05% | |
| WM | D | -0.04% | |
| PM | C | -0.04% | |
| WST | D | -0.04% | |
| PTC | C | -0.04% | |
| LW | D | -0.04% | |
| CSGP | D | -0.04% | |
| EPAM | F | -0.04% | |
| ARE | C | -0.04% | |
| FAST | C | -0.04% | |
| ROST | C | -0.04% | |
| PKG | B | -0.04% |
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
CSM: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Drug Manufacturers - Major
Diagnostics & Research
Medical Instruments & Supplies
Semiconductors
Packaged Foods
Asset Management
Credit Services
REIT - Residential
Utilities - Regulated Electric
Banks - Regional - US
Business Services
Health Care Plans
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Internet Content & Information
Specialty Industrial Machinery
Aerospace & Defense
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