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      EVUS vs. IMCB ETF Comparison

      Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to iShares Morningstar Mid-Cap ETF (IMCB)
      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
      IMCB

      iShares Morningstar Mid-Cap ETF

      IMCB Description IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

      Grade (RS Rating)

      Last Trade

      $81.50

      Average Daily Volume

      28,342

      Number of Holdings *

      447

      * may have additional holdings in another (foreign) market
      Performance
      Period EVUS IMCB
      30 Days 2.65% 6.60%
      60 Days 3.47% 7.43%
      90 Days 6.09% 9.78%
      12 Months 29.50% 32.75%
      139 Overlapping Holdings
      Symbol Grade Weight in EVUS Weight in IMCB Overlap
      A D 0.19% 0.34% 0.19%
      ACGL D 0.16% 0.33% 0.16%
      ADM D 0.11% 0.22% 0.11%
      AFL B 0.23% 0.49% 0.23%
      AKAM D 0.12% 0.12% 0.12%
      ALLE D 0.15% 0.11% 0.11%
      ANSS B 0.35% 0.26% 0.26%
      AVTR F 0.09% 0.13% 0.09%
      AVY D 0.09% 0.14% 0.09%
      AZPN A 0.11% 0.06% 0.06%
      BALL D 0.1% 0.17% 0.1%
      BBY D 0.28% 0.16% 0.16%
      BG F 0.32% 0.11% 0.11%
      BIIB F 0.1% 0.21% 0.1%
      BK A 0.74% 0.5% 0.5%
      BKR B 0.31% 0.38% 0.31%
      BR A 0.73% 0.23% 0.23%
      BXP D 0.12% 0.11% 0.11%
      CAG D 0.09% 0.12% 0.09%
      CAH B 0.31% 0.26% 0.26%
      CARR D 0.4% 0.55% 0.4%
      CBRE B 0.35% 0.35% 0.35%
      CCI D 0.6% 0.39% 0.39%
      CCK C 0.1% 0.1% 0.1%
      CHD B 0.29% 0.23% 0.23%
      CLX B 0.43% 0.18% 0.18%
      CMI A 0.78% 0.44% 0.44%
      CMS C 0.38% 0.18% 0.18%
      CNC D 0.18% 0.27% 0.18%
      CNH C 0.24% 0.09% 0.09%
      COF B 0.18% 0.61% 0.18%
      COO D 0.3% 0.17% 0.17%
      COR B 0.49% 0.37% 0.37%
      CPB D 0.12% 0.08% 0.08%
      D C 0.28% 0.41% 0.28%
      DAL C 0.3% 0.37% 0.3%
      DD D 0.1% 0.31% 0.1%
      DFS B 0.45% 0.38% 0.38%
      DG F 0.06% 0.15% 0.06%
      DGX A 0.3% 0.15% 0.15%
      DHI D 0.16% 0.43% 0.16%
      DLR B 0.47% 0.51% 0.47%
      DLTR F 0.06% 0.12% 0.06%
      DOV A 0.1% 0.24% 0.1%
      DOW F 0.1% 0.28% 0.1%
      EA A 0.41% 0.35% 0.35%
      ED D 0.25% 0.29% 0.25%
      EIX B 0.28% 0.28% 0.28%
      EQT B 0.16% 0.21% 0.16%
      ES D 0.23% 0.19% 0.19%
      EXC C 0.35% 0.33% 0.33%
      EXPD D 0.51% 0.15% 0.15%
      FANG D 0.11% 0.28% 0.11%
      FDS B 0.19% 0.17% 0.17%
      FERG B 0.43% 0.36% 0.36%
      FIS C 0.25% 0.44% 0.25%
      FOX A 0.13% 0.05% 0.05%
      FSLR F 0.1% 0.17% 0.1%
      FTV C 0.27% 0.23% 0.23%
      GEHC F 0.09% 0.29% 0.09%
      GEN B 0.11% 0.15% 0.11%
      GEV B 0.23% 0.79% 0.23%
      GIS D 0.6% 0.32% 0.32%
      HBAN A 0.29% 0.22% 0.22%
      HIG B 0.47% 0.3% 0.3%
      HII D 0.12% 0.07% 0.07%
      HOLX D 0.14% 0.16% 0.14%
      HPE B 0.35% 0.24% 0.24%
      HPQ B 0.17% 0.32% 0.17%
      HRL D 0.12% 0.08% 0.08%
      HUBB B 0.14% 0.21% 0.14%
      HUM C 0.1% 0.3% 0.1%
      IEX B 0.17% 0.15% 0.15%
      IFF D 0.12% 0.2% 0.12%
      IP B 0.16% 0.17% 0.16%
      IPG D 0.08% 0.1% 0.08%
      IR B 0.15% 0.37% 0.15%
      IRM D 0.34% 0.29% 0.29%
      J F 0.21% 0.16% 0.16%
      JBHT C 0.16% 0.14% 0.14%
      JCI C 0.38% 0.5% 0.38%
      JNPR F 0.11% 0.11% 0.11%
      K A 0.89% 0.19% 0.19%
      KDP D 0.21% 0.32% 0.21%
      KEYS A 0.35% 0.24% 0.24%
      KHC F 0.26% 0.25% 0.25%
      KMB D 0.36% 0.39% 0.36%
      KMI A 0.81% 0.46% 0.46%
      KMX B 0.09% 0.11% 0.09%
      KR B 0.41% 0.35% 0.35%
      LDOS C 0.11% 0.2% 0.11%
      LH C 0.22% 0.18% 0.18%
      LKQ D 0.39% 0.09% 0.09%
      LYB F 0.08% 0.19% 0.08%
      MKC D 0.14% 0.17% 0.14%
      MRO B 0.18% 0.14% 0.14%
      NDAQ A 0.38% 0.27% 0.27%
      NEM D 0.28% 0.41% 0.28%
      NI A 0.67% 0.14% 0.14%
      NTAP C 0.1% 0.21% 0.1%
      NTRS A 0.16% 0.19% 0.16%
      NUE C 0.25% 0.31% 0.25%
      OC A 0.21% 0.15% 0.15%
      OKE A 0.77% 0.55% 0.55%
      OVV B 0.39% 0.11% 0.11%
      PAYX C 0.12% 0.42% 0.12%
      PEG A 0.96% 0.38% 0.38%
      PFG D 0.12% 0.18% 0.12%
      PHM D 0.13% 0.24% 0.13%
      PNR A 0.63% 0.15% 0.15%
      PPG F 0.34% 0.26% 0.26%
      PRU A 1.02% 0.4% 0.4%
      PSA D 0.11% 0.46% 0.11%
      RMD C 0.1% 0.3% 0.1%
      ROK B 0.13% 0.29% 0.13%
      SOLV C 0.11% 0.08% 0.08%
      STE F 0.3% 0.19% 0.19%
      STLD B 0.11% 0.18% 0.11%
      STT A 0.18% 0.25% 0.18%
      STZ D 0.09% 0.35% 0.09%
      SYF B 0.47% 0.23% 0.23%
      SYY B 0.09% 0.33% 0.09%
      TAP C 0.33% 0.1% 0.1%
      TFC A 0.24% 0.54% 0.24%
      TFX F 0.15% 0.08% 0.08%
      TRMB B 0.2% 0.15% 0.15%
      TRV B 0.46% 0.52% 0.46%
      TSCO D 0.23% 0.26% 0.23%
      TWLO A 0.15% 0.14% 0.14%
      ULTA F 0.09% 0.16% 0.09%
      URI B 0.27% 0.5% 0.27%
      VLO C 0.23% 0.39% 0.23%
      WDC D 0.11% 0.18% 0.11%
      WMB A 0.16% 0.59% 0.16%
      WTRG B 0.21% 0.08% 0.08%
      WTW B 0.14% 0.29% 0.14%
      WY D 0.26% 0.2% 0.2%
      XYL D 0.41% 0.26% 0.26%
      ZBH C 0.23% 0.2% 0.2%
      EVUS Overweight 95 Positions Relative to IMCB
      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%
      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%
      RTX C 0.79%
      VZ C 0.79%
      CRH A 0.76%
      CAT B 0.75%
      AMGN D 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%
      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%
      WELL A 0.46%
      ZTS D 0.43%
      TGT F 0.43%
      DE A 0.43%
      BMY B 0.42%
      MU D 0.41%
      SCHW B 0.4%
      CHRW C 0.4%
      NOC D 0.4%
      CMCSA B 0.4%
      PGR A 0.39%
      FI A 0.38%
      T A 0.38%
      SBUX A 0.37%
      FLUT A 0.36%
      PSX C 0.33%
      UPS C 0.32%
      BLK C 0.31%
      HCA F 0.3%
      PLD D 0.3%
      ETN A 0.29%
      WFC A 0.28%
      SLB C 0.28%
      USB A 0.28%
      ADI D 0.27%
      PYPL B 0.24%
      MMC B 0.24%
      ABT B 0.24%
      FBIN D 0.23%
      FDX B 0.23%
      REGN F 0.22%
      AIZ A 0.2%
      TJX A 0.18%
      CB C 0.13%
      TMO F 0.11%
      CBOE B 0.11%
      MKTX D 0.11%
      APD A 0.11%
      ITW B 0.1%
      ICE C 0.1%
      MDLZ F 0.09%
      TTC D 0.09%
      CVS D 0.09%
      NKE D 0.08%
      EVUS Underweight 308 Positions Relative to IMCB
      Symbol Grade Weight
      PLTR B -1.04%
      ADSK A -0.58%
      GM B -0.57%
      HLT A -0.54%
      FTNT C -0.54%
      NSC B -0.53%
      APP B -0.52%
      PCAR B -0.52%
      WDAY B -0.51%
      SRE A -0.5%
      FICO B -0.5%
      MSTR C -0.5%
      AMP A -0.49%
      TTD B -0.49%
      SPG B -0.48%
      RCL A -0.48%
      COIN C -0.48%
      DASH A -0.47%
      AZO C -0.47%
      GWW B -0.46%
      ALL A -0.45%
      AEP D -0.44%
      CPRT A -0.44%
      O D -0.43%
      AIG B -0.43%
      PWR A -0.42%
      MSCI C -0.42%
      LNG B -0.42%
      HWM A -0.41%
      SQ B -0.41%
      ROST C -0.41%
      TEL B -0.41%
      LHX C -0.41%
      FAST B -0.41%
      VST B -0.4%
      VRT B -0.39%
      AME A -0.39%
      PCG A -0.39%
      AXON A -0.38%
      F C -0.38%
      TRGP B -0.37%
      ODFL B -0.37%
      OTIS C -0.36%
      HES B -0.36%
      CTSH B -0.36%
      VRSK A -0.36%
      KVUE A -0.36%
      IT C -0.36%
      TEAM A -0.35%
      EW C -0.35%
      CTVA C -0.35%
      LEN D -0.35%
      XEL A -0.34%
      YUM B -0.34%
      DDOG A -0.34%
      CHTR C -0.34%
      IQV D -0.33%
      VMC B -0.33%
      MLM B -0.32%
      GLW B -0.32%
      LULU C -0.32%
      MCHP D -0.31%
      IDXX F -0.31%
      MTB A -0.31%
      DELL C -0.31%
      HUBS A -0.31%
      VEEV C -0.3%
      EXR D -0.3%
      WAB B -0.3%
      VICI C -0.29%
      GRMN B -0.29%
      ARES A -0.28%
      EBAY D -0.28%
      FITB A -0.28%
      EFX F -0.28%
      ALNY D -0.28%
      AVB B -0.28%
      RJF A -0.27%
      WEC A -0.27%
      CPNG D -0.27%
      CSGP D -0.27%
      ETR B -0.27%
      GPN B -0.26%
      TTWO A -0.26%
      DXCM D -0.26%
      UAL A -0.26%
      ON D -0.25%
      MPWR F -0.24%
      BRO B -0.24%
      FCNCA A -0.24%
      DECK A -0.24%
      RBLX C -0.24%
      NET B -0.24%
      NVR D -0.24%
      VTR C -0.23%
      CPAY A -0.23%
      AWK D -0.23%
      TYL B -0.23%
      TPL A -0.23%
      HSY F -0.23%
      MTD D -0.23%
      TROW B -0.23%
      HAL C -0.23%
      PPL B -0.22%
      DTE C -0.22%
      WST C -0.22%
      GDDY A -0.22%
      DVN F -0.22%
      EQR B -0.22%
      SW A -0.22%
      EME C -0.21%
      LPLA A -0.21%
      SBAC D -0.21%
      AEE A -0.21%
      RF A -0.21%
      CDW F -0.21%
      CCL B -0.21%
      VLTO D -0.21%
      WAT B -0.2%
      TDY B -0.2%
      ILMN D -0.2%
      PTC A -0.2%
      EXPE B -0.2%
      CINF A -0.2%
      PKG A -0.19%
      CFG B -0.19%
      ATO A -0.19%
      MKL A -0.19%
      BLDR D -0.19%
      WBD C -0.19%
      ZBRA B -0.18%
      DRI B -0.18%
      OMC C -0.18%
      MDB C -0.18%
      FE C -0.18%
      CSL C -0.18%
      SNA A -0.17%
      IBKR A -0.17%
      CTRA B -0.17%
      EXE B -0.17%
      NRG B -0.17%
      ZS C -0.17%
      LYV A -0.17%
      INVH D -0.17%
      CNP B -0.17%
      LUV C -0.17%
      TRU D -0.17%
      ESS B -0.17%
      DKNG B -0.17%
      STX D -0.17%
      LII A -0.17%
      LVS C -0.17%
      ZM B -0.17%
      BAH F -0.17%
      MOH F -0.16%
      FWONK B -0.16%
      KEY B -0.16%
      TSN B -0.16%
      PODD C -0.16%
      WSO A -0.16%
      MAA B -0.16%
      WRB A -0.16%
      NTRA B -0.16%
      HOOD B -0.15%
      HEI B -0.15%
      ALGN D -0.15%
      KIM A -0.15%
      TER D -0.15%
      ARE D -0.15%
      BURL A -0.15%
      MANH D -0.15%
      XPO B -0.15%
      RS B -0.15%
      GPC D -0.15%
      NTNX A -0.15%
      MAS D -0.15%
      PINS D -0.15%
      RPM A -0.15%
      FLEX A -0.14%
      SUI D -0.14%
      L A -0.14%
      CF B -0.14%
      FNF B -0.14%
      FIX A -0.14%
      THC D -0.14%
      TOL B -0.14%
      WSM B -0.14%
      EG C -0.14%
      VRSN F -0.14%
      SSNC B -0.14%
      BAX D -0.14%
      TXT D -0.14%
      DOCU A -0.14%
      JBL B -0.13%
      FFIV B -0.13%
      RVTY F -0.13%
      EVRG A -0.13%
      SAIA B -0.13%
      AMCR D -0.13%
      ACM A -0.13%
      UTHR C -0.13%
      ROL B -0.13%
      DT C -0.13%
      TW A -0.13%
      EL F -0.13%
      DOC D -0.13%
      GGG B -0.13%
      DPZ C -0.13%
      USFD A -0.13%
      CASY A -0.13%
      RGA A -0.13%
      LNT A -0.13%
      VTRS A -0.13%
      ENTG D -0.13%
      PSTG D -0.13%
      SWK D -0.12%
      NDSN B -0.12%
      RNR C -0.12%
      PFGC B -0.12%
      MRNA F -0.12%
      UDR B -0.12%
      SWKS F -0.12%
      POOL C -0.12%
      EPAM C -0.12%
      EQH B -0.12%
      LECO B -0.11%
      EMN D -0.11%
      UHS D -0.11%
      DAY B -0.11%
      UNM A -0.11%
      ALB C -0.11%
      AMH D -0.11%
      HST C -0.11%
      SCI B -0.11%
      NVT B -0.11%
      NBIX C -0.11%
      BMRN D -0.11%
      REG B -0.11%
      OKTA C -0.11%
      JKHY D -0.11%
      GLPI C -0.11%
      CLH B -0.11%
      INCY C -0.11%
      CPT B -0.11%
      ELS C -0.11%
      APTV D -0.11%
      TTEK F -0.1%
      FND C -0.1%
      NWSA B -0.1%
      FOXA B -0.1%
      CG A -0.1%
      PAYC B -0.1%
      DKS C -0.1%
      BLD D -0.1%
      RRX B -0.1%
      TECH D -0.1%
      SNAP C -0.1%
      LW C -0.1%
      SJM D -0.1%
      HEI B -0.1%
      WPC D -0.1%
      WING D -0.09%
      ALLY C -0.09%
      SRPT D -0.09%
      CHDN B -0.09%
      AES F -0.09%
      CRL C -0.09%
      ERIE D -0.09%
      RPRX D -0.09%
      AFG A -0.09%
      BJ A -0.09%
      MOS F -0.08%
      ENPH F -0.08%
      AOS F -0.08%
      SMCI F -0.08%
      AR B -0.08%
      WYNN D -0.08%
      MGM D -0.08%
      WMS D -0.08%
      MORN B -0.08%
      EXAS D -0.08%
      ACI C -0.07%
      CNM D -0.07%
      DVA B -0.07%
      CE F -0.07%
      APA D -0.07%
      MEDP D -0.07%
      PCOR B -0.06%
      UHAL D -0.06%
      QRVO F -0.06%
      WBA F -0.06%
      BSY D -0.06%
      SIRI C -0.06%
      DINO D -0.06%
      BRKR D -0.05%
      U C -0.05%
      SNX C -0.05%
      BEN C -0.05%
      CELH F -0.04%
      WLK D -0.04%
      COTY F -0.03%
      NWS B -0.03%
      PAG B -0.03%
      FWONA B -0.02%
      ALAB B -0.02%
      AGR B -0.02%
      LEN D -0.01%
      UHAL D -0.0%

      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
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products

      IMCB: Top Represented Industries & Keywords

      Industries: Software - Application Diagnostics & Research Business Services Diversified Industrials Utilities - Regulated Electric Oil & Gas E&P REIT - Residential Biotechnology Packaged Foods Specialty Retail Asset Management Banks - Regional - US Software - Infrastructure Engineering & Construction Insurance - Property & Casualty Medical Instruments & Supplies Specialty Chemicals Utilities - Diversified Broadcasting - TV Building Materials
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electricity Real Estate Investment Trust Aerospace Electronics Chemical Beverage Telecommunications Cloud Computing Insurance Products Medicine Mining Bank Biotechnology Building Materials IBD 50
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