EVUS vs. EFIV ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to SPDR S&P 500 ESG ETF (EFIV)
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
$29.88
Average Daily Volume
2,341
235
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$55.50
Average Daily Volume
99,873
314
Performance
Period | EVUS | EFIV |
---|---|---|
30 Days | 3.00% | 4.00% |
60 Days | 10.03% | 10.39% |
90 Days | 10.34% | 2.68% |
12 Months | 32.61% | 34.67% |
167 Overlapping Holdings
Symbol | Grade | Weight in EVUS | Weight in EFIV | Overlap | |
---|---|---|---|---|---|
A | B | 0.22% | 0.12% | 0.12% | |
ABBV | C | 1.1% | 0.99% | 0.99% | |
ABT | C | 0.24% | 0.56% | 0.24% | |
ACGL | A | 0.19% | 0.12% | 0.12% | |
ACN | B | 0.57% | 0.63% | 0.57% | |
ADM | F | 0.12% | 0.08% | 0.08% | |
ADP | A | 1.17% | 0.32% | 0.32% | |
AFL | A | 0.24% | 0.16% | 0.16% | |
AIZ | B | 0.18% | 0.03% | 0.03% | |
AKAM | D | 0.14% | 0.04% | 0.04% | |
ALLE | A | 0.16% | 0.04% | 0.04% | |
AMGN | D | 0.85% | 0.5% | 0.5% | |
AMT | D | 0.69% | 0.31% | 0.31% | |
APD | C | 0.1% | 0.19% | 0.1% | |
AVY | D | 0.1% | 0.05% | 0.05% | |
AXP | A | 0.85% | 0.44% | 0.44% | |
BAC | B | 1.13% | 0.77% | 0.77% | |
BALL | C | 0.11% | 0.06% | 0.06% | |
BBY | C | 0.33% | 0.06% | 0.06% | |
BIIB | F | 0.13% | 0.08% | 0.08% | |
BK | A | 0.68% | 0.15% | 0.15% | |
BKR | B | 0.27% | 0.1% | 0.1% | |
BLK | A | 0.29% | 0.38% | 0.29% | |
BMY | A | 0.38% | 0.3% | 0.3% | |
BR | B | 0.71% | 0.07% | 0.07% | |
BXP | B | 0.12% | 0.03% | 0.03% | |
C | B | 0.62% | 0.34% | 0.34% | |
CAG | D | 0.11% | 0.04% | 0.04% | |
CAH | B | 0.3% | 0.08% | 0.08% | |
CARR | A | 0.43% | 0.19% | 0.19% | |
CAT | A | 0.78% | 0.55% | 0.55% | |
CB | A | 0.13% | 0.31% | 0.13% | |
CBOE | B | 0.11% | 0.06% | 0.06% | |
CBRE | C | 0.33% | 0.11% | 0.11% | |
CHRW | C | 0.41% | 0.04% | 0.04% | |
CI | D | 0.63% | 0.28% | 0.28% | |
CMCSA | B | 0.4% | 0.46% | 0.4% | |
CMI | A | 0.71% | 0.13% | 0.13% | |
CNC | F | 0.23% | 0.11% | 0.11% | |
COF | A | 0.14% | 0.16% | 0.14% | |
CPB | D | 0.14% | 0.03% | 0.03% | |
CSCO | A | 0.94% | 0.62% | 0.62% | |
CVS | D | 0.1% | 0.22% | 0.1% | |
CVX | B | 1.19% | 0.71% | 0.71% | |
DAL | C | 0.24% | 0.1% | 0.1% | |
DE | C | 0.45% | 0.31% | 0.31% | |
DFS | A | 0.36% | 0.1% | 0.1% | |
DGX | D | 0.29% | 0.05% | 0.05% | |
DHI | C | 0.19% | 0.16% | 0.16% | |
DHR | D | 0.84% | 0.51% | 0.51% | |
DIS | D | 0.74% | 0.5% | 0.5% | |
DLR | C | 0.41% | 0.14% | 0.14% | |
DOV | C | 0.1% | 0.08% | 0.08% | |
DOW | B | 0.13% | 0.11% | 0.11% | |
EA | D | 0.35% | 0.1% | 0.1% | |
ECL | C | 0.67% | 0.19% | 0.19% | |
ED | C | 0.27% | 0.1% | 0.1% | |
EIX | C | 0.29% | 0.1% | 0.1% | |
ELV | F | 0.86% | 0.35% | 0.35% | |
EQIX | C | 0.59% | 0.24% | 0.24% | |
EQT | C | 0.13% | 0.06% | 0.06% | |
ES | D | 0.25% | 0.07% | 0.07% | |
ETN | B | 0.26% | 0.38% | 0.26% | |
EXC | C | 0.37% | 0.12% | 0.12% | |
FANG | D | 0.11% | 0.09% | 0.09% | |
FDS | C | 0.18% | 0.05% | 0.05% | |
FI | A | 0.32% | 0.3% | 0.3% | |
FIS | A | 0.25% | 0.13% | 0.13% | |
FTV | C | 0.28% | 0.08% | 0.08% | |
GILD | A | 0.92% | 0.3% | 0.3% | |
GIS | C | 0.72% | 0.12% | 0.12% | |
GS | B | 0.71% | 0.45% | 0.45% | |
HBAN | B | 0.24% | 0.06% | 0.06% | |
HD | A | 2.1% | 1.14% | 1.14% | |
HIG | A | 0.48% | 0.1% | 0.1% | |
HOLX | D | 0.14% | 0.05% | 0.05% | |
HPE | B | 0.33% | 0.08% | 0.08% | |
HPQ | B | 0.16% | 0.1% | 0.1% | |
HRL | F | 0.13% | 0.03% | 0.03% | |
HUBB | A | 0.14% | 0.07% | 0.07% | |
HUM | F | 0.1% | 0.11% | 0.1% | |
ICE | A | 0.11% | 0.26% | 0.11% | |
IEX | D | 0.17% | 0.05% | 0.05% | |
IFF | D | 0.14% | 0.08% | 0.08% | |
INTC | D | 0.54% | 0.29% | 0.29% | |
IPG | D | 0.1% | 0.03% | 0.03% | |
IR | A | 0.13% | 0.11% | 0.11% | |
IRM | B | 0.35% | 0.1% | 0.1% | |
ITW | C | 0.1% | 0.2% | 0.1% | |
JBHT | D | 0.16% | 0.04% | 0.04% | |
JCI | C | 0.35% | 0.15% | 0.15% | |
JPM | C | 2.42% | 1.73% | 1.73% | |
K | B | 0.9% | 0.06% | 0.06% | |
KDP | C | 0.25% | 0.11% | 0.11% | |
KHC | F | 0.31% | 0.09% | 0.09% | |
KMI | A | 0.66% | 0.12% | 0.12% | |
KMX | F | 0.09% | 0.03% | 0.03% | |
KO | C | 1.93% | 0.8% | 0.8% | |
KR | C | 0.4% | 0.11% | 0.11% | |
LIN | C | 0.52% | 0.66% | 0.52% | |
LKQ | F | 0.41% | 0.03% | 0.03% | |
LOW | C | 0.78% | 0.44% | 0.44% | |
LYB | B | 0.1% | 0.07% | 0.07% | |
MCD | A | 0.67% | 0.63% | 0.63% | |
MDLZ | D | 0.09% | 0.29% | 0.09% | |
MET | A | 0.52% | 0.14% | 0.14% | |
MKC | C | 0.16% | 0.06% | 0.06% | |
MKTX | B | 0.11% | 0.03% | 0.03% | |
MMC | D | 0.25% | 0.32% | 0.25% | |
MRK | F | 0.62% | 0.83% | 0.62% | |
MS | A | 0.85% | 0.37% | 0.37% | |
MU | D | 0.42% | 0.34% | 0.34% | |
NDAQ | C | 0.35% | 0.09% | 0.09% | |
NEE | C | 0.92% | 0.5% | 0.5% | |
NEM | C | 0.35% | 0.18% | 0.18% | |
NKE | D | 0.1% | 0.31% | 0.1% | |
NTRS | B | 0.14% | 0.05% | 0.05% | |
OKE | A | 0.64% | 0.15% | 0.15% | |
PAYX | B | 0.12% | 0.12% | 0.12% | |
PEG | A | 0.97% | 0.13% | 0.13% | |
PEP | F | 0.93% | 0.67% | 0.67% | |
PFE | D | 0.64% | 0.48% | 0.48% | |
PFG | A | 0.12% | 0.05% | 0.05% | |
PG | D | 1.54% | 1.18% | 1.18% | |
PHM | C | 0.15% | 0.09% | 0.09% | |
PLD | D | 0.33% | 0.34% | 0.33% | |
PNC | C | 0.55% | 0.21% | 0.21% | |
PNR | C | 0.59% | 0.05% | 0.05% | |
PPG | D | 0.37% | 0.09% | 0.09% | |
PRU | B | 0.98% | 0.12% | 0.12% | |
PSA | C | 0.11% | 0.16% | 0.11% | |
PSX | D | 0.33% | 0.16% | 0.16% | |
PYPL | A | 0.22% | 0.23% | 0.22% | |
QCOM | D | 0.64% | 0.55% | 0.55% | |
REGN | D | 0.29% | 0.32% | 0.29% | |
RMD | C | 0.1% | 0.1% | 0.1% | |
ROK | D | 0.13% | 0.09% | 0.09% | |
SBUX | B | 0.37% | 0.32% | 0.32% | |
SCHW | D | 0.32% | 0.28% | 0.28% | |
SLB | D | 0.28% | 0.17% | 0.17% | |
SPGI | C | 0.67% | 0.47% | 0.47% | |
STT | A | 0.17% | 0.08% | 0.08% | |
SYF | A | 0.37% | 0.06% | 0.06% | |
SYY | D | 0.1% | 0.11% | 0.1% | |
T | B | 0.38% | 0.45% | 0.38% | |
TAP | D | 0.32% | 0.03% | 0.03% | |
TFC | D | 0.21% | 0.16% | 0.16% | |
TFX | C | 0.2% | 0.03% | 0.03% | |
TGT | C | 0.43% | 0.21% | 0.21% | |
TJX | D | 0.17% | 0.38% | 0.17% | |
TRV | B | 0.42% | 0.16% | 0.16% | |
TSCO | A | 0.25% | 0.09% | 0.09% | |
ULTA | D | 0.1% | 0.06% | 0.06% | |
UNH | B | 2.08% | 1.55% | 1.55% | |
UPS | D | 0.33% | 0.28% | 0.28% | |
URI | C | 0.26% | 0.15% | 0.15% | |
USB | C | 0.25% | 0.2% | 0.2% | |
VLO | F | 0.23% | 0.13% | 0.13% | |
WDC | C | 0.11% | 0.07% | 0.07% | |
WELL | C | 0.43% | 0.21% | 0.21% | |
WMB | A | 0.13% | 0.16% | 0.13% | |
WTW | C | 0.13% | 0.09% | 0.09% | |
WY | C | 0.29% | 0.07% | 0.07% | |
XOM | A | 1.56% | 1.48% | 1.48% | |
XYL | C | 0.45% | 0.09% | 0.09% | |
ZBH | F | 0.22% | 0.06% | 0.06% | |
ZTS | C | 0.48% | 0.26% | 0.26% |
EVUS Overweight 68 Positions Relative to EFIV
Symbol | Grade | Weight | |
---|---|---|---|
AVGO | B | 2.96% | |
JNJ | D | 1.52% | |
TXN | C | 1.49% | |
IBM | A | 1.23% | |
ORCL | A | 1.17% | |
BRK.A | B | 1.17% | |
VZ | C | 0.86% | |
RTX | A | 0.83% | |
COP | D | 0.8% | |
HON | C | 0.78% | |
CCI | D | 0.69% | |
CRH | C | 0.69% | |
NI | A | 0.64% | |
MMM | C | 0.64% | |
EXPD | D | 0.56% | |
NXPI | F | 0.55% | |
COR | F | 0.46% | |
NOC | B | 0.44% | |
FERG | F | 0.43% | |
CLX | C | 0.43% | |
CMS | A | 0.4% | |
PGR | B | 0.39% | |
KMB | D | 0.38% | |
OVV | D | 0.36% | |
HCA | C | 0.36% | |
BG | F | 0.35% | |
KEYS | B | 0.35% | |
ANSS | D | 0.33% | |
FLUT | B | 0.33% | |
STE | D | 0.33% | |
COO | C | 0.33% | |
D | A | 0.29% | |
FBIN | C | 0.28% | |
ADI | B | 0.28% | |
CHD | D | 0.27% | |
NUE | D | 0.26% | |
CNH | C | 0.25% | |
WTRG | D | 0.21% | |
LH | D | 0.21% | |
J | F | 0.21% | |
WFC | B | 0.21% | |
FDX | F | 0.21% | |
OC | C | 0.19% | |
GEV | A | 0.18% | |
MRO | B | 0.18% | |
TRMB | B | 0.17% | |
HII | F | 0.17% | |
IP | C | 0.14% | |
TMO | D | 0.13% | |
FSLR | C | 0.13% | |
JNPR | C | 0.12% | |
GEHC | C | 0.11% | |
STLD | C | 0.11% | |
AVTR | D | 0.11% | |
SOLV | C | 0.11% | |
LDOS | A | 0.11% | |
FOX | B | 0.11% | |
AZPN | A | 0.1% | |
DD | C | 0.1% | |
TWLO | B | 0.1% | |
STZ | D | 0.1% | |
GEN | A | 0.1% | |
CCK | C | 0.1% | |
TTC | F | 0.09% | |
NTAP | D | 0.09% | |
DLTR | F | 0.07% | |
DG | F | 0.06% | |
AMTM | D | 0.03% |
EVUS Underweight 147 Positions Relative to EFIV
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -9.99% | |
MSFT | D | -9.18% | |
NVDA | B | -8.61% | |
GOOGL | B | -2.77% | |
GOOG | B | -2.29% | |
TSLA | C | -2.09% | |
LLY | D | -2.0% | |
V | B | -1.33% | |
MA | A | -1.17% | |
COST | C | -1.13% | |
WMT | A | -1.0% | |
AMD | C | -0.77% | |
CRM | B | -0.77% | |
ADBE | F | -0.66% | |
GE | B | -0.58% | |
AMAT | C | -0.49% | |
UBER | C | -0.46% | |
UNP | F | -0.43% | |
SYK | C | -0.36% | |
BSX | A | -0.35% | |
MDT | C | -0.33% | |
LRCX | D | -0.31% | |
KLAC | B | -0.3% | |
TMUS | A | -0.29% | |
SHW | C | -0.26% | |
TT | A | -0.25% | |
CL | D | -0.24% | |
CMG | C | -0.23% | |
CME | A | -0.23% | |
PH | A | -0.23% | |
WM | B | -0.22% | |
AON | A | -0.22% | |
MCO | D | -0.21% | |
FCX | B | -0.21% | |
CTAS | C | -0.2% | |
BDX | C | -0.2% | |
CSX | D | -0.19% | |
AJG | C | -0.18% | |
EMR | B | -0.18% | |
HLT | A | -0.17% | |
ADSK | B | -0.17% | |
MAR | A | -0.17% | |
MPC | D | -0.16% | |
NSC | C | -0.16% | |
ROST | D | -0.15% | |
PCAR | D | -0.15% | |
GM | D | -0.15% | |
SRE | C | -0.15% | |
AIG | C | -0.14% | |
ALL | A | -0.14% | |
PWR | A | -0.13% | |
MSCI | B | -0.13% | |
GWW | B | -0.13% | |
TEL | D | -0.13% | |
AMP | A | -0.13% | |
AME | C | -0.12% | |
EW | F | -0.12% | |
CTVA | A | -0.12% | |
RSG | D | -0.12% | |
OTIS | A | -0.12% | |
RCL | B | -0.12% | |
IDXX | D | -0.12% | |
HES | D | -0.11% | |
EXR | D | -0.11% | |
VRSK | D | -0.11% | |
YUM | C | -0.11% | |
OXY | D | -0.1% | |
MTD | C | -0.09% | |
CSGP | F | -0.09% | |
EBAY | A | -0.09% | |
ON | F | -0.09% | |
AVB | C | -0.09% | |
WAB | A | -0.09% | |
TRGP | A | -0.09% | |
LULU | D | -0.09% | |
VTR | C | -0.08% | |
ETR | A | -0.08% | |
AWK | D | -0.08% | |
HSY | D | -0.08% | |
AXON | A | -0.08% | |
FITB | C | -0.08% | |
MTB | A | -0.08% | |
RJF | B | -0.07% | |
EL | D | -0.07% | |
DECK | B | -0.07% | |
TROW | D | -0.07% | |
DVN | F | -0.07% | |
SW | C | -0.07% | |
TTWO | D | -0.07% | |
EQR | C | -0.07% | |
HAL | D | -0.07% | |
SBAC | C | -0.07% | |
GPN | F | -0.07% | |
GPC | D | -0.06% | |
APTV | D | -0.06% | |
BAX | D | -0.06% | |
OMC | C | -0.06% | |
RF | B | -0.06% | |
CPAY | A | -0.06% | |
WAT | B | -0.06% | |
MRNA | F | -0.06% | |
DOC | C | -0.05% | |
AMCR | C | -0.05% | |
EG | A | -0.05% | |
SWK | C | -0.05% | |
TSN | D | -0.05% | |
LVS | B | -0.05% | |
MAS | C | -0.05% | |
CFG | C | -0.05% | |
EXPE | B | -0.05% | |
CCL | C | -0.05% | |
ARE | D | -0.05% | |
HST | D | -0.04% | |
JKHY | A | -0.04% | |
SJM | D | -0.04% | |
UDR | C | -0.04% | |
POOL | D | -0.04% | |
KEY | B | -0.04% | |
KIM | C | -0.04% | |
CF | A | -0.04% | |
CZR | B | -0.03% | |
WYNN | B | -0.03% | |
MGM | D | -0.03% | |
NCLH | C | -0.03% | |
GL | C | -0.03% | |
HAS | A | -0.03% | |
DAY | C | -0.03% | |
LW | D | -0.03% | |
NWSA | D | -0.03% | |
CRL | F | -0.03% | |
INCY | B | -0.03% | |
TPR | B | -0.03% | |
ALB | D | -0.03% | |
REG | C | -0.03% | |
PARA | F | -0.02% | |
BEN | F | -0.02% | |
WBA | F | -0.02% | |
BBWI | F | -0.02% | |
DVA | C | -0.02% | |
RL | B | -0.02% | |
IVZ | A | -0.02% | |
FMC | C | -0.02% | |
BWA | C | -0.02% | |
MHK | C | -0.02% | |
MOS | F | -0.02% | |
FRT | D | -0.02% | |
NWS | D | -0.01% |
EVUS: Top Represented Industries & Keywords
EFIV: Top Represented Industries & Keywords