EVUS vs. MGK ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to Vanguard Mega Cap Growth ETF (MGK)
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
MGK
Vanguard Mega Cap Growth ETF
MGK Description
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Growth Index, which represents the growth companies of the CRSP US Mega Cap Index. The index is a free-float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization growth stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.Grade (RS Rating)
Last Trade
$335.89
Average Daily Volume
316,899
Number of Holdings
*
71
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | MGK |
|---|---|---|
| 30 Days | 2.65% | 3.49% |
| 60 Days | 3.47% | 5.11% |
| 90 Days | 6.09% | 6.21% |
| 12 Months | 29.50% | 34.37% |
18 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in MGK | Overlap | |
|---|---|---|---|---|---|
| ACN | C | 0.56% | 0.58% | 0.56% | |
| ADP | B | 1.24% | 0.37% | 0.37% | |
| AMT | D | 0.59% | 0.53% | 0.53% | |
| AVGO | D | 2.9% | 1.83% | 1.83% | |
| DIS | B | 0.88% | 0.49% | 0.49% | |
| ECL | D | 0.64% | 0.38% | 0.38% | |
| EQIX | A | 0.61% | 0.49% | 0.49% | |
| GEV | B | 0.23% | 0.22% | 0.22% | |
| LIN | D | 0.49% | 0.58% | 0.49% | |
| MCD | D | 0.63% | 1.02% | 0.63% | |
| NKE | D | 0.08% | 0.3% | 0.08% | |
| PAYX | C | 0.12% | 0.21% | 0.12% | |
| SBUX | A | 0.37% | 0.59% | 0.37% | |
| SLB | C | 0.28% | 0.22% | 0.22% | |
| SPGI | C | 0.65% | 0.77% | 0.65% | |
| TJX | A | 0.18% | 0.66% | 0.18% | |
| TXN | C | 1.47% | 0.92% | 0.92% | |
| ZTS | D | 0.43% | 0.42% | 0.42% |
EVUS Overweight 216 Positions Relative to MGK
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 2.81% | |
| HD | A | 2.07% | |
| UNH | C | 2.04% | |
| KO | D | 1.67% | |
| XOM | B | 1.54% | |
| PG | A | 1.5% | |
| JNJ | D | 1.43% | |
| BAC | A | 1.33% | |
| ORCL | B | 1.31% | |
| CVX | A | 1.26% | |
| BRK.A | B | 1.19% | |
| IBM | C | 1.17% | |
| MS | A | 1.07% | |
| PRU | A | 1.02% | |
| CSCO | B | 1.01% | |
| GILD | C | 0.96% | |
| PEG | A | 0.96% | |
| ABBV | D | 0.92% | |
| AXP | A | 0.9% | |
| K | A | 0.89% | |
| HON | B | 0.86% | |
| PEP | F | 0.84% | |
| GS | A | 0.84% | |
| COP | C | 0.82% | |
| NEE | D | 0.82% | |
| KMI | A | 0.81% | |
| RTX | C | 0.79% | |
| VZ | C | 0.79% | |
| CMI | A | 0.78% | |
| OKE | A | 0.77% | |
| 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% | |
| ELV | F | 0.65% | |
| PNR | A | 0.63% | |
| QCOM | F | 0.63% | |
| PNC | B | 0.62% | |
| GIS | D | 0.6% | |
| MMM | D | 0.6% | |
| CCI | D | 0.6% | |
| CI | F | 0.58% | |
| INTC | D | 0.57% | |
| PFE | D | 0.55% | |
| NXPI | D | 0.52% | |
| MRK | F | 0.52% | |
| MET | A | 0.52% | |
| EXPD | D | 0.51% | |
| 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% | |
| CLX | B | 0.43% | |
| TGT | F | 0.43% | |
| DE | A | 0.43% | |
| BMY | B | 0.42% | |
| 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% | |
| CMCSA | B | 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% | |
| HPE | 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% | |
| UPS | C | 0.32% | |
| BKR | B | 0.31% | |
| BLK | C | 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% | |
| HBAN | A | 0.29% | |
| CHD | B | 0.29% | |
| ETN | A | 0.29% | |
| NEM | D | 0.28% | |
| D | C | 0.28% | |
| BBY | D | 0.28% | |
| WFC | A | 0.28% | |
| EIX | B | 0.28% | |
| USB | A | 0.28% | |
| FTV | C | 0.27% | |
| ADI | D | 0.27% | |
| URI | B | 0.27% | |
| WY | D | 0.26% | |
| KHC | F | 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% | |
| ABT | B | 0.24% | |
| ES | D | 0.23% | |
| ZBH | C | 0.23% | |
| AFL | B | 0.23% | |
| TSCO | D | 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% | |
| CNC | D | 0.18% | |
| STT | A | 0.18% | |
| MRO | B | 0.18% | |
| HPQ | B | 0.17% | |
| IEX | B | 0.17% | |
| EQT | B | 0.16% | |
| ACGL | D | 0.16% | |
| DHI | D | 0.16% | |
| NTRS | A | 0.16% | |
| JBHT | C | 0.16% | |
| WMB | A | 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% | |
| ROK | B | 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% | |
| PFG | D | 0.12% | |
| CPB | D | 0.12% | |
| HII | D | 0.12% | |
| LDOS | C | 0.11% | |
| ADM | D | 0.11% | |
| TMO | F | 0.11% | |
| PSA | D | 0.11% | |
| SOLV | C | 0.11% | |
| CBOE | B | 0.11% | |
| AZPN | A | 0.11% | |
| GEN | B | 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% | |
| NTAP | C | 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% | |
| CAG | D | 0.09% | |
| MDLZ | F | 0.09% | |
| TTC | D | 0.09% | |
| AVTR | F | 0.09% | |
| CVS | D | 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% | |
| LYB | F | 0.08% | |
| IPG | D | 0.08% | |
| DG | F | 0.06% | |
| DLTR | F | 0.06% |
EVUS Underweight 53 Positions Relative to MGK
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -13.36% | |
| NVDA | C | -12.52% | |
| MSFT | F | -12.35% | |
| AMZN | C | -6.82% | |
| META | D | -4.92% | |
| LLY | F | -3.19% | |
| TSLA | B | -3.07% | |
| GOOGL | C | -2.8% | |
| GOOG | C | -2.29% | |
| V | A | -2.22% | |
| MA | C | -1.91% | |
| COST | B | -1.79% | |
| NFLX | A | -1.53% | |
| CRM | B | -1.29% | |
| AMD | F | -1.12% | |
| ADBE | C | -1.02% | |
| NOW | A | -0.94% | |
| ISRG | A | -0.89% | |
| BKNG | A | -0.81% | |
| INTU | C | -0.81% | |
| AMAT | F | -0.75% | |
| UBER | D | -0.73% | |
| BSX | B | -0.65% | |
| VRTX | F | -0.64% | |
| PANW | C | -0.62% | |
| BA | F | -0.6% | |
| TMUS | B | -0.57% | |
| ANET | C | -0.53% | |
| LRCX | F | -0.53% | |
| KLAC | D | -0.48% | |
| SHW | A | -0.46% | |
| SNPS | B | -0.45% | |
| CMG | B | -0.44% | |
| CDNS | B | -0.44% | |
| ORLY | B | -0.4% | |
| MCO | B | -0.4% | |
| CRWD | B | -0.4% | |
| BX | A | -0.38% | |
| ADSK | A | -0.38% | |
| MAR | B | -0.37% | |
| SYK | C | -0.37% | |
| ABNB | C | -0.34% | |
| WDAY | B | -0.32% | |
| ROST | C | -0.3% | |
| AON | A | -0.28% | |
| MRVL | B | -0.27% | |
| MNST | C | -0.27% | |
| HLT | A | -0.24% | |
| AZO | C | -0.22% | |
| FTNT | C | -0.21% | |
| SNOW | C | -0.19% | |
| EW | C | -0.19% | |
| EL | F | -0.1% |
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
MGK: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Internet Content & Information
Medical Devices
Restaurants
Semiconductor Equipment & Materials
Specialty Chemicals
Specialty Retail
Apparel Stores
Business Services
Capital Markets
Credit Services
Lodging
Media - Diversified
Software - Infrastructure
Telecom Services
Aerospace & Defense
Asset Management
Auto Manufacturers
Beverages - Soft Drinks
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