EVUS vs. IWF ETF Comparison

Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to iShares Russell 1000 Growth ETF (IWF)
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

$30.97

Average Daily Volume

1,346

Number of Holdings *

234

* may have additional holdings in another (foreign) market
IWF

iShares Russell 1000 Growth ETF

IWF Description The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 1000 Growth Index (the "underlying index"), which measures the performance of large- and mid-capitalization growth sectors of the U.S. equity market. It is a subset of the Russell 1000® Index, which measures the performance of the large-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$397.97

Average Daily Volume

1,225,691

Number of Holdings *

390

* may have additional holdings in another (foreign) market
Performance
Period EVUS IWF
30 Days 3.42% 3.97%
60 Days 3.72% 6.51%
90 Days 6.90% 9.82%
12 Months 30.47% 37.55%
60 Overlapping Holdings
Symbol Grade Weight in EVUS Weight in IWF Overlap
ABBV D 0.92% 0.45% 0.45%
ADP A 1.24% 0.4% 0.4%
AMGN F 0.74% 0.42% 0.42%
AMT D 0.59% 0.33% 0.33%
AVGO D 2.9% 2.58% 2.58%
AVY D 0.09% 0.02% 0.02%
AXP A 0.9% 0.21% 0.21%
BR A 0.73% 0.08% 0.08%
CAH B 0.31% 0.06% 0.06%
CAT B 0.75% 0.09% 0.09%
CI D 0.58% 0.03% 0.03%
CLX C 0.43% 0.07% 0.07%
COR A 0.49% 0.14% 0.14%
ECL D 0.64% 0.18% 0.18%
ELV F 0.65% 0.05% 0.05%
EQIX A 0.61% 0.02% 0.02%
EQT B 0.16% 0.01% 0.01%
EXPD D 0.51% 0.01% 0.01%
FDS B 0.19% 0.02% 0.02%
FERG B 0.43% 0.01% 0.01%
FI A 0.38% 0.14% 0.14%
GEHC F 0.09% 0.01% 0.01%
GS A 0.84% 0.17% 0.17%
HCA F 0.3% 0.05% 0.05%
HD B 2.07% 1.12% 1.12%
HON B 0.86% 0.08% 0.08%
HPQ B 0.17% 0.03% 0.03%
IRM C 0.34% 0.07% 0.07%
ITW A 0.1% 0.1% 0.1%
KMB C 0.36% 0.07% 0.07%
KMX B 0.09% 0.0% 0.0%
KO D 1.67% 0.49% 0.49%
MCD D 0.63% 0.05% 0.05%
MMC A 0.24% 0.05% 0.05%
MMM C 0.6% 0.05% 0.05%
MRK D 0.52% 0.88% 0.52%
MS C 1.07% 0.03% 0.03%
NKE F 0.08% 0.19% 0.08%
NTAP B 0.1% 0.04% 0.04%
ORCL B 1.31% 1.04% 1.04%
PAYX B 0.12% 0.06% 0.06%
PEP F 0.84% 0.6% 0.6%
PG A 1.5% 0.31% 0.31%
PGR A 0.39% 0.45% 0.39%
PSA C 0.11% 0.03% 0.03%
QCOM F 0.63% 0.56% 0.56%
REGN F 0.22% 0.02% 0.02%
RMD C 0.1% 0.03% 0.03%
ROK B 0.13% 0.01% 0.01%
SBUX B 0.37% 0.3% 0.3%
SCHW A 0.4% 0.04% 0.04%
SYY C 0.09% 0.08% 0.08%
TJX A 0.18% 0.28% 0.18%
TSCO D 0.23% 0.1% 0.1%
TWLO B 0.15% 0.01% 0.01%
TXN D 1.47% 0.08% 0.08%
ULTA F 0.09% 0.05% 0.05%
UNH B 2.04% 0.13% 0.13%
URI B 0.27% 0.05% 0.05%
ZTS F 0.43% 0.23% 0.23%
EVUS Overweight 174 Positions Relative to IWF
Symbol Grade Weight
JPM B 2.81%
XOM C 1.54%
JNJ D 1.43%
BAC A 1.33%
CVX A 1.26%
BRK.A B 1.19%
IBM C 1.17%
PRU A 1.02%
CSCO A 1.01%
GILD B 0.96%
PEG A 0.96%
K A 0.89%
DIS B 0.88%
COP D 0.82%
NEE D 0.82%
KMI B 0.81%
RTX D 0.79%
VZ B 0.79%
CMI A 0.78%
OKE B 0.77%
CRH A 0.76%
BK A 0.74%
LOW C 0.74%
DHR D 0.7%
C B 0.69%
NI A 0.67%
SPGI B 0.65%
PNR A 0.63%
PNC A 0.62%
GIS D 0.6%
CCI D 0.6%
INTC D 0.57%
ACN B 0.56%
PFE D 0.55%
NXPI D 0.52%
MET A 0.52%
LIN D 0.49%
HIG A 0.47%
DLR A 0.47%
SYF A 0.47%
WELL A 0.46%
TRV B 0.46%
DFS B 0.45%
TGT F 0.43%
DE B 0.43%
BMY B 0.42%
EA B 0.41%
XYL D 0.41%
MU D 0.41%
KR A 0.41%
CARR D 0.4%
CHRW C 0.4%
NOC D 0.4%
CMCSA C 0.4%
LKQ D 0.39%
OVV C 0.39%
JCI C 0.38%
NDAQ A 0.38%
T A 0.38%
CMS B 0.38%
FLUT A 0.36%
KEYS B 0.35%
CBRE A 0.35%
HPE B 0.35%
ANSS B 0.35%
EXC C 0.35%
PPG D 0.34%
PSX C 0.33%
TAP C 0.33%
BG D 0.32%
UPS C 0.32%
BKR C 0.31%
BLK C 0.31%
STE F 0.3%
DGX B 0.3%
COO D 0.3%
DAL B 0.3%
PLD D 0.3%
HBAN B 0.29%
CHD B 0.29%
ETN A 0.29%
NEM F 0.28%
D C 0.28%
BBY D 0.28%
WFC A 0.28%
EIX A 0.28%
SLB C 0.28%
USB A 0.28%
FTV B 0.27%
ADI D 0.27%
WY D 0.26%
KHC D 0.26%
ED C 0.25%
NUE D 0.25%
FIS D 0.25%
TFC B 0.24%
PYPL B 0.24%
CNH B 0.24%
ABT B 0.24%
ES D 0.23%
ZBH C 0.23%
AFL A 0.23%
GEV B 0.23%
FBIN D 0.23%
FDX B 0.23%
VLO C 0.23%
LH B 0.22%
WTRG B 0.21%
J D 0.21%
KDP D 0.21%
OC B 0.21%
TRMB B 0.2%
AIZ A 0.2%
A D 0.19%
COF B 0.18%
CNC F 0.18%
STT A 0.18%
MRO B 0.18%
IEX B 0.17%
ACGL D 0.16%
DHI D 0.16%
NTRS A 0.16%
JBHT B 0.16%
WMB B 0.16%
IP B 0.16%
IR A 0.15%
TFX F 0.15%
ALLE D 0.15%
HOLX D 0.14%
WTW A 0.14%
MKC D 0.14%
HUBB B 0.14%
PHM D 0.13%
FOX B 0.13%
CB C 0.13%
HRL D 0.12%
BXP C 0.12%
AKAM D 0.12%
IFF D 0.12%
PFG C 0.12%
CPB D 0.12%
HII D 0.12%
LDOS D 0.11%
ADM D 0.11%
TMO F 0.11%
SOLV C 0.11%
CBOE B 0.11%
AZPN A 0.11%
GEN A 0.11%
WDC C 0.11%
JNPR F 0.11%
MKTX D 0.11%
APD A 0.11%
STLD B 0.11%
FANG F 0.11%
CCK D 0.1%
DD D 0.1%
BALL D 0.1%
HUM C 0.1%
BIIB F 0.1%
DOW F 0.1%
FSLR F 0.1%
DOV A 0.1%
ICE D 0.1%
CAG D 0.09%
MDLZ F 0.09%
TTC D 0.09%
AVTR D 0.09%
CVS D 0.09%
STZ F 0.09%
LYB F 0.08%
IPG C 0.08%
DG F 0.06%
DLTR D 0.06%
EVUS Underweight 330 Positions Relative to IWF
Symbol Grade Weight
NVDA C -11.86%
AAPL A -11.48%
MSFT C -10.61%
AMZN B -6.37%
META D -4.26%
GOOGL C -3.41%
TSLA B -3.26%
GOOG C -2.88%
LLY D -2.08%
V A -1.69%
MA A -1.47%
COST A -1.46%
NFLX B -1.33%
CRM B -0.92%
ADBE C -0.77%
NOW A -0.74%
ISRG B -0.67%
INTU C -0.64%
BKNG A -0.58%
AMD F -0.5%
UBER D -0.48%
BX B -0.47%
AMAT F -0.46%
PLTR B -0.43%
PANW B -0.42%
ANET C -0.36%
LRCX D -0.33%
WM A -0.31%
APP B -0.29%
CDNS B -0.29%
SNPS B -0.29%
KLAC D -0.29%
CRWD B -0.28%
SHW A -0.28%
CMG B -0.28%
MCO A -0.26%
CTAS A -0.25%
UNP C -0.24%
ADSK B -0.23%
ORLY A -0.22%
APO A -0.22%
WDAY C -0.2%
VST B -0.2%
VRTX D -0.2%
ABNB C -0.2%
SNOW C -0.19%
TTD B -0.19%
AMP A -0.18%
DASH A -0.18%
AZO B -0.17%
FTNT B -0.17%
COIN C -0.17%
APH B -0.17%
VRT B -0.17%
GWW A -0.16%
AXON A -0.16%
TRGP B -0.16%
CPRT A -0.16%
FICO A -0.16%
CL D -0.15%
ODFL B -0.15%
DDOG B -0.15%
IT C -0.14%
FAST A -0.14%
TEAM B -0.14%
VRSK A -0.14%
GE C -0.14%
SYK B -0.14%
LMT D -0.13%
LULU C -0.13%
MSI B -0.13%
IDXX F -0.12%
MCK B -0.12%
HUBS B -0.12%
KKR A -0.11%
MNST B -0.11%
NET B -0.11%
VEEV B -0.11%
HLT A -0.11%
ARES A -0.11%
TT A -0.11%
DECK B -0.1%
ALNY D -0.1%
CPNG C -0.1%
TPL B -0.1%
DXCM C -0.1%
RBLX C -0.09%
CPAY A -0.09%
MSCI B -0.09%
LNG A -0.09%
HES B -0.09%
MPWR F -0.09%
GDDY A -0.09%
SQ C -0.08%
LYV B -0.08%
MDB C -0.08%
EXPE B -0.08%
LPLA A -0.08%
ZS C -0.07%
NTRA B -0.07%
BAH F -0.07%
RCL A -0.07%
DKNG C -0.07%
LII B -0.07%
TYL A -0.07%
BA F -0.06%
DOCU B -0.06%
MANH C -0.06%
XPO B -0.06%
FIX A -0.06%
BURL B -0.06%
HEI B -0.06%
PINS D -0.06%
LVS C -0.06%
PODD B -0.06%
TOST B -0.06%
WAT A -0.05%
POOL C -0.05%
TDG D -0.05%
PSTG D -0.05%
PTC A -0.05%
ROL A -0.05%
WST C -0.05%
YUM B -0.05%
SMCI F -0.05%
TER D -0.05%
SPG A -0.05%
EQH B -0.05%
PWR A -0.05%
DT C -0.05%
ENTG D -0.05%
DRI B -0.04%
KNSL B -0.04%
MOH D -0.04%
ROST C -0.04%
CAVA C -0.04%
NCLH B -0.04%
BRO A -0.04%
VLTO D -0.04%
CDW F -0.04%
OWL B -0.04%
HEI B -0.04%
NBIX C -0.04%
DUOL B -0.04%
CEG C -0.04%
TXRH A -0.04%
WSM B -0.04%
PAYC A -0.03%
RYAN A -0.03%
SMAR A -0.03%
GWRE A -0.03%
HAS D -0.03%
CFLT B -0.03%
TREX C -0.03%
GTLB C -0.03%
ESTC C -0.03%
EXP B -0.03%
PCOR B -0.03%
EW C -0.03%
NRG B -0.03%
DVA A -0.03%
EXEL A -0.03%
ENPH F -0.03%
ALL A -0.03%
SAIA B -0.03%
LNW D -0.03%
MEDP D -0.03%
ITCI B -0.03%
PCTY B -0.03%
PEN B -0.03%
MORN A -0.03%
TPX B -0.03%
AAON B -0.03%
CVNA B -0.03%
VMC B -0.03%
EME B -0.03%
MUSA A -0.03%
WING D -0.03%
CHDN C -0.03%
SRPT C -0.03%
ALGN D -0.03%
AJG A -0.02%
PLNT A -0.02%
NTNX B -0.02%
IONS D -0.02%
VVV F -0.02%
AZEK B -0.02%
LPX B -0.02%
CELH F -0.02%
PATH C -0.02%
MKL A -0.02%
GNRC B -0.02%
APPF B -0.02%
DPZ B -0.02%
OKTA C -0.02%
INSP D -0.02%
VKTX F -0.02%
EL F -0.02%
CNM C -0.02%
MTN C -0.02%
LAZ B -0.02%
DELL C -0.02%
LSCC D -0.02%
WFRD F -0.02%
FWONK A -0.02%
TW A -0.02%
EFX D -0.02%
MRVL B -0.02%
ELF C -0.02%
FOUR B -0.02%
BSY D -0.02%
GLOB B -0.02%
TPG B -0.01%
TKO A -0.01%
LOPE B -0.01%
WEN D -0.01%
HRB D -0.01%
VNOM B -0.01%
DV C -0.01%
CLF F -0.01%
PFGC B -0.01%
WSC D -0.01%
BLDR D -0.01%
DBX C -0.01%
MLM B -0.01%
AM A -0.01%
NXST C -0.01%
NCNO B -0.01%
CE F -0.01%
ONTO F -0.01%
CACC C -0.01%
BROS A -0.01%
PR B -0.01%
BILL B -0.01%
AWI A -0.01%
FRPT B -0.01%
TTEK D -0.01%
LBRDK C -0.01%
SITE C -0.01%
SOFI B -0.01%
BWXT B -0.01%
CASY B -0.01%
UHAL D -0.01%
EG C -0.01%
CSL B -0.01%
FIVN C -0.01%
LAMR C -0.01%
RNG B -0.01%
HWM B -0.01%
APLS C -0.01%
TDC D -0.01%
U C -0.01%
LECO C -0.01%
WMS D -0.01%
CHH A -0.01%
HSY F -0.01%
LW C -0.01%
FIVE F -0.01%
HCP C -0.01%
MASI B -0.01%
JLL B -0.01%
JEF A -0.01%
EXAS D -0.01%
MSTR C -0.01%
BRKR F -0.01%
RPM B -0.01%
OLED F -0.01%
ETSY C -0.01%
PEGA A -0.01%
LYFT C -0.01%
IQV D -0.01%
FND C -0.01%
RARE D -0.01%
ZBRA A -0.01%
FTRE C -0.0%
TRIP F -0.0%
ALAB B -0.0%
PYCR C -0.0%
PPC C -0.0%
UHAL D -0.0%
CC C -0.0%
SEE C -0.0%
IRDM D -0.0%
NFE D -0.0%
MSGS A -0.0%
CGNX C -0.0%
LBRDA C -0.0%
UWMC D -0.0%
DOCS C -0.0%
RLI A -0.0%
MKSI C -0.0%
SPR D -0.0%
WU D -0.0%
MTDR C -0.0%
SAM C -0.0%
FWONA A -0.0%
UI B -0.0%
WH A -0.0%
INCY B -0.0%
AAL B -0.0%
KBR D -0.0%
WYNN D -0.0%
WEX D -0.0%
CAR C -0.0%
SKX D -0.0%
SSD C -0.0%
BPOP B -0.0%
CHE D -0.0%
LOAR B -0.0%
EPAM C -0.0%
HLI A -0.0%
BLD D -0.0%
TXG F -0.0%
BFAM D -0.0%
YETI C -0.0%
H B -0.0%
RH B -0.0%
DKS C -0.0%
VRSN C -0.0%
CROX F -0.0%
TRU D -0.0%
DJT C -0.0%
RGEN D -0.0%
JBL C -0.0%
DAY B -0.0%
S B -0.0%
ROKU D -0.0%
SN D -0.0%
ALLY B -0.0%
CIVI F -0.0%
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