EVUS vs. JHDV ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to John Hancock U.S. High Dividend ETF (JHDV)
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
JHDV
John Hancock U.S. High Dividend ETF
JHDV Description
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying U.S. large- and mid-cap equity securities. These dividend-paying U.S. large- and mid-cap equity securities are incorporated in, or have their primary listing in, the United States. Dividend-paying U.S. equity securities in which the fund may invest include common and preferred stocks, convertible securities, rights, warrants, and real estate investment trusts ("REITs") listed on any U.S. exchange.Grade (RS Rating)
Last Trade
$37.57
Average Daily Volume
204
Number of Holdings
*
83
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | JHDV |
|---|---|---|
| 30 Days | 2.65% | 1.67% |
| 60 Days | 3.47% | 4.43% |
| 90 Days | 6.09% | 6.25% |
| 12 Months | 29.50% | 32.93% |
44 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in JHDV | Overlap | |
|---|---|---|---|---|---|
| ABT | B | 0.24% | 0.87% | 0.24% | |
| ACN | C | 0.56% | 1.54% | 0.56% | |
| ADI | D | 0.27% | 0.27% | 0.27% | |
| ADM | D | 0.11% | 0.27% | 0.11% | |
| ADP | B | 1.24% | 0.73% | 0.73% | |
| BBY | D | 0.28% | 1.09% | 0.28% | |
| BLK | C | 0.31% | 1.97% | 0.31% | |
| BMY | B | 0.42% | 2.17% | 0.42% | |
| CAG | D | 0.09% | 0.76% | 0.09% | |
| CMCSA | B | 0.4% | 0.7% | 0.4% | |
| CSCO | B | 1.01% | 1.46% | 1.01% | |
| CVS | D | 0.09% | 0.41% | 0.09% | |
| CVX | A | 1.26% | 0.7% | 0.7% | |
| ETN | A | 0.29% | 0.29% | 0.29% | |
| GEN | B | 0.11% | 0.37% | 0.11% | |
| HBAN | A | 0.29% | 0.32% | 0.29% | |
| HD | A | 2.07% | 0.8% | 0.8% | |
| HPE | B | 0.35% | 0.27% | 0.27% | |
| HPQ | B | 0.17% | 0.58% | 0.17% | |
| IBM | C | 1.17% | 1.76% | 1.17% | |
| IPG | D | 0.08% | 1.02% | 0.08% | |
| JNJ | D | 1.43% | 1.0% | 1.0% | |
| KHC | F | 0.26% | 1.38% | 0.26% | |
| KMI | A | 0.81% | 0.6% | 0.6% | |
| LYB | F | 0.08% | 1.8% | 0.08% | |
| NEE | D | 0.82% | 0.6% | 0.6% | |
| NTAP | C | 0.1% | 0.34% | 0.1% | |
| NXPI | D | 0.52% | 0.31% | 0.31% | |
| OKE | A | 0.77% | 2.18% | 0.77% | |
| ORCL | B | 1.31% | 1.69% | 1.31% | |
| PAYX | C | 0.12% | 1.41% | 0.12% | |
| PFG | D | 0.12% | 0.4% | 0.12% | |
| PRU | A | 1.02% | 1.8% | 1.02% | |
| PSA | D | 0.11% | 0.31% | 0.11% | |
| QCOM | F | 0.63% | 1.29% | 0.63% | |
| ROK | B | 0.13% | 0.84% | 0.13% | |
| SBUX | A | 0.37% | 1.13% | 0.37% | |
| TGT | F | 0.43% | 0.48% | 0.43% | |
| TXN | C | 1.47% | 1.84% | 1.47% | |
| UPS | C | 0.32% | 1.96% | 0.32% | |
| USB | A | 0.28% | 0.25% | 0.25% | |
| VZ | C | 0.79% | 1.82% | 0.79% | |
| WMB | A | 0.16% | 1.05% | 0.16% | |
| XOM | B | 1.54% | 1.54% | 1.54% |
EVUS Overweight 190 Positions Relative to JHDV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 2.9% | |
| JPM | A | 2.81% | |
| UNH | C | 2.04% | |
| KO | D | 1.67% | |
| PG | A | 1.5% | |
| BAC | A | 1.33% | |
| BRK.A | B | 1.19% | |
| MS | A | 1.07% | |
| GILD | C | 0.96% | |
| PEG | A | 0.96% | |
| ABBV | D | 0.92% | |
| AXP | A | 0.9% | |
| K | A | 0.89% | |
| DIS | B | 0.88% | |
| HON | B | 0.86% | |
| PEP | F | 0.84% | |
| GS | A | 0.84% | |
| COP | C | 0.82% | |
| RTX | C | 0.79% | |
| CMI | A | 0.78% | |
| CRH | A | 0.76% | |
| CAT | B | 0.75% | |
| AMGN | D | 0.74% | |
| BK | A | 0.74% | |
| LOW | D | 0.74% | |
| BR | A | 0.73% | |
| DHR | F | 0.7% | |
| C | A | 0.69% | |
| NI | A | 0.67% | |
| SPGI | C | 0.65% | |
| ELV | F | 0.65% | |
| ECL | D | 0.64% | |
| PNR | A | 0.63% | |
| MCD | D | 0.63% | |
| PNC | B | 0.62% | |
| EQIX | A | 0.61% | |
| GIS | D | 0.6% | |
| MMM | D | 0.6% | |
| CCI | D | 0.6% | |
| AMT | D | 0.59% | |
| CI | F | 0.58% | |
| INTC | D | 0.57% | |
| PFE | D | 0.55% | |
| MRK | F | 0.52% | |
| MET | A | 0.52% | |
| EXPD | D | 0.51% | |
| LIN | D | 0.49% | |
| COR | B | 0.49% | |
| HIG | B | 0.47% | |
| DLR | B | 0.47% | |
| SYF | B | 0.47% | |
| WELL | A | 0.46% | |
| TRV | B | 0.46% | |
| DFS | B | 0.45% | |
| FERG | B | 0.43% | |
| ZTS | D | 0.43% | |
| CLX | B | 0.43% | |
| DE | A | 0.43% | |
| EA | A | 0.41% | |
| XYL | D | 0.41% | |
| MU | D | 0.41% | |
| KR | B | 0.41% | |
| SCHW | B | 0.4% | |
| CARR | D | 0.4% | |
| CHRW | C | 0.4% | |
| NOC | D | 0.4% | |
| LKQ | D | 0.39% | |
| PGR | A | 0.39% | |
| OVV | B | 0.39% | |
| JCI | C | 0.38% | |
| NDAQ | A | 0.38% | |
| FI | A | 0.38% | |
| T | A | 0.38% | |
| CMS | C | 0.38% | |
| KMB | D | 0.36% | |
| FLUT | A | 0.36% | |
| KEYS | A | 0.35% | |
| CBRE | B | 0.35% | |
| ANSS | B | 0.35% | |
| EXC | C | 0.35% | |
| PPG | F | 0.34% | |
| IRM | D | 0.34% | |
| PSX | C | 0.33% | |
| TAP | C | 0.33% | |
| BG | F | 0.32% | |
| BKR | B | 0.31% | |
| CAH | B | 0.31% | |
| STE | F | 0.3% | |
| DGX | A | 0.3% | |
| HCA | F | 0.3% | |
| COO | D | 0.3% | |
| DAL | C | 0.3% | |
| PLD | D | 0.3% | |
| CHD | B | 0.29% | |
| NEM | D | 0.28% | |
| D | C | 0.28% | |
| WFC | A | 0.28% | |
| EIX | B | 0.28% | |
| SLB | C | 0.28% | |
| FTV | C | 0.27% | |
| URI | B | 0.27% | |
| WY | D | 0.26% | |
| ED | D | 0.25% | |
| NUE | C | 0.25% | |
| FIS | C | 0.25% | |
| TFC | A | 0.24% | |
| PYPL | B | 0.24% | |
| MMC | B | 0.24% | |
| CNH | C | 0.24% | |
| ES | D | 0.23% | |
| ZBH | C | 0.23% | |
| AFL | B | 0.23% | |
| TSCO | D | 0.23% | |
| GEV | B | 0.23% | |
| FBIN | D | 0.23% | |
| FDX | B | 0.23% | |
| VLO | C | 0.23% | |
| REGN | F | 0.22% | |
| LH | C | 0.22% | |
| WTRG | B | 0.21% | |
| J | F | 0.21% | |
| KDP | D | 0.21% | |
| OC | A | 0.21% | |
| TRMB | B | 0.2% | |
| AIZ | A | 0.2% | |
| A | D | 0.19% | |
| FDS | B | 0.19% | |
| COF | B | 0.18% | |
| TJX | A | 0.18% | |
| CNC | D | 0.18% | |
| STT | A | 0.18% | |
| MRO | B | 0.18% | |
| IEX | B | 0.17% | |
| EQT | B | 0.16% | |
| ACGL | D | 0.16% | |
| DHI | D | 0.16% | |
| NTRS | A | 0.16% | |
| JBHT | C | 0.16% | |
| IP | B | 0.16% | |
| IR | B | 0.15% | |
| TWLO | A | 0.15% | |
| TFX | F | 0.15% | |
| ALLE | D | 0.15% | |
| HOLX | D | 0.14% | |
| WTW | B | 0.14% | |
| MKC | D | 0.14% | |
| HUBB | B | 0.14% | |
| PHM | D | 0.13% | |
| FOX | A | 0.13% | |
| CB | C | 0.13% | |
| HRL | D | 0.12% | |
| BXP | D | 0.12% | |
| AKAM | D | 0.12% | |
| IFF | D | 0.12% | |
| CPB | D | 0.12% | |
| HII | D | 0.12% | |
| LDOS | C | 0.11% | |
| TMO | F | 0.11% | |
| SOLV | C | 0.11% | |
| CBOE | B | 0.11% | |
| AZPN | A | 0.11% | |
| WDC | D | 0.11% | |
| JNPR | F | 0.11% | |
| MKTX | D | 0.11% | |
| APD | A | 0.11% | |
| STLD | B | 0.11% | |
| FANG | D | 0.11% | |
| CCK | C | 0.1% | |
| DD | D | 0.1% | |
| BALL | D | 0.1% | |
| HUM | C | 0.1% | |
| BIIB | F | 0.1% | |
| DOW | F | 0.1% | |
| RMD | C | 0.1% | |
| ITW | B | 0.1% | |
| FSLR | F | 0.1% | |
| DOV | A | 0.1% | |
| ICE | C | 0.1% | |
| MDLZ | F | 0.09% | |
| TTC | D | 0.09% | |
| AVTR | F | 0.09% | |
| KMX | B | 0.09% | |
| ULTA | F | 0.09% | |
| AVY | D | 0.09% | |
| SYY | B | 0.09% | |
| STZ | D | 0.09% | |
| GEHC | F | 0.09% | |
| NKE | D | 0.08% | |
| DG | F | 0.06% | |
| DLTR | F | 0.06% |
EVUS Underweight 39 Positions Relative to JHDV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -6.62% | |
| MSFT | F | -5.81% | |
| AAPL | C | -5.46% | |
| MO | A | -2.19% | |
| PM | B | -2.1% | |
| TROW | B | -2.05% | |
| BEN | C | -2.04% | |
| SPG | B | -2.0% | |
| WSO | A | -1.96% | |
| CME | A | -1.92% | |
| VICI | C | -1.87% | |
| PCAR | B | -1.86% | |
| GLPI | C | -1.83% | |
| LLY | F | -1.57% | |
| INTU | C | -1.42% | |
| KLAC | D | -1.35% | |
| LRCX | F | -1.06% | |
| SO | D | -1.01% | |
| IVZ | B | -0.95% | |
| VRT | B | -0.82% | |
| AMCR | D | -0.82% | |
| VST | B | -0.63% | |
| MPWR | F | -0.6% | |
| DKS | C | -0.58% | |
| OMC | C | -0.57% | |
| FNF | B | -0.54% | |
| GRMN | B | -0.5% | |
| AFG | A | -0.43% | |
| DUK | C | -0.36% | |
| WSM | B | -0.33% | |
| HLI | B | -0.33% | |
| UNP | C | -0.32% | |
| WING | D | -0.31% | |
| BAP | B | -0.3% | |
| CFG | B | -0.28% | |
| MDT | D | -0.27% | |
| CUBE | D | -0.27% | |
| PKG | A | -0.26% | |
| DRI | B | -0.25% |
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
JHDV: Top Represented Industries & Keywords
Industries:
Semiconductors
Asset Management
Banks - Regional - US
Drug Manufacturers - Major
Oil & Gas Midstream
Restaurants
Specialty Retail
Utilities - Regulated Electric
Advertising Agencies
Business Services
Communication Equipment
Information Technology Services
Insurance - Life
Medical Devices
Oil & Gas Integrated
Packaged Foods
Packaging & Containers
REIT - Diversified
REIT - Industrial
Semiconductor Equipment & Materials
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