EVUS vs. UPAR ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to UPAR Ultra Risk Parity ETF (UPAR)
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
$29.86
Average Daily Volume
2,318
234
UPAR
UPAR Ultra Risk Parity ETF
UPAR Description
UPAR Ultra Risk Parity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund invests in public equity, fixed income and commodity markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. For its fixed income portion, the fund invests directly and through derivatives in U.S. treasury inflation protected securities and U.S. treasury securities of varying maturities. For its commodity portion, it invests directly and through other funds in gold. UPAR Ultra Risk Parity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$14.89
Average Daily Volume
21,865
37
Performance
| Period | EVUS | UPAR |
|---|---|---|
| 30 Days | 3.06% | 4.31% |
| 60 Days | 6.91% | 9.14% |
| 90 Days | 10.23% | 10.81% |
| 12 Months | 28.92% | 26.07% |
12 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in UPAR | Overlap | |
|---|---|---|---|---|---|
| CNH | C | 0.25% | 0.2% | 0.2% | |
| COP | F | 0.79% | 0.43% | 0.43% | |
| CVX | F | 1.17% | 0.92% | 0.92% | |
| DE | A | 0.45% | 1.67% | 0.45% | |
| ECL | B | 0.68% | 0.36% | 0.36% | |
| EQT | C | 0.13% | 0.07% | 0.07% | |
| FANG | F | 0.12% | 0.11% | 0.11% | |
| FSLR | C | 0.14% | 0.41% | 0.14% | |
| IEX | C | 0.17% | 0.09% | 0.09% | |
| TTC | F | 0.09% | 0.13% | 0.09% | |
| XOM | D | 1.53% | 1.69% | 1.53% | |
| XYL | C | 0.45% | 0.17% | 0.17% |
EVUS Overweight 222 Positions Relative to UPAR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | 3.1% | |
| JPM | D | 2.47% | |
| HD | B | 2.06% | |
| UNH | C | 2.05% | |
| KO | B | 1.92% | |
| PG | C | 1.54% | |
| JNJ | C | 1.53% | |
| TXN | B | 1.51% | |
| IBM | B | 1.24% | |
| BRK.A | C | 1.17% | |
| ADP | C | 1.16% | |
| ORCL | B | 1.16% | |
| BAC | D | 1.14% | |
| ABBV | B | 1.07% | |
| PRU | C | 0.99% | |
| CSCO | B | 0.94% | |
| PEG | B | 0.94% | |
| GILD | B | 0.92% | |
| PEP | D | 0.92% | |
| K | A | 0.91% | |
| NEE | B | 0.9% | |
| AMGN | D | 0.88% | |
| ELV | D | 0.88% | |
| VZ | A | 0.85% | |
| MS | B | 0.84% | |
| DHR | B | 0.84% | |
| AXP | B | 0.84% | |
| RTX | B | 0.8% | |
| HON | C | 0.78% | |
| CAT | B | 0.77% | |
| LOW | B | 0.76% | |
| DIS | D | 0.74% | |
| GS | B | 0.72% | |
| GIS | B | 0.71% | |
| CRH | B | 0.7% | |
| AMT | C | 0.7% | |
| CMI | B | 0.7% | |
| SPGI | C | 0.69% | |
| BR | C | 0.69% | |
| BK | B | 0.69% | |
| CCI | C | 0.68% | |
| PFE | D | 0.66% | |
| MCD | B | 0.66% | |
| OKE | C | 0.66% | |
| QCOM | D | 0.65% | |
| KMI | C | 0.65% | |
| CI | C | 0.64% | |
| MMM | B | 0.64% | |
| C | C | 0.62% | |
| MRK | F | 0.62% | |
| NI | B | 0.62% | |
| PNR | B | 0.59% | |
| EQIX | B | 0.59% | |
| EXPD | B | 0.56% | |
| PNC | C | 0.56% | |
| NXPI | D | 0.55% | |
| INTC | D | 0.54% | |
| ACN | C | 0.54% | |
| LIN | B | 0.53% | |
| MET | B | 0.52% | |
| ZTS | B | 0.48% | |
| HIG | B | 0.48% | |
| COR | F | 0.46% | |
| TGT | C | 0.44% | |
| NOC | B | 0.44% | |
| WELL | C | 0.43% | |
| TRV | C | 0.43% | |
| CARR | B | 0.43% | |
| FERG | D | 0.43% | |
| LKQ | F | 0.42% | |
| CLX | C | 0.42% | |
| DLR | B | 0.41% | |
| CMS | B | 0.4% | |
| KR | B | 0.4% | |
| MU | D | 0.4% | |
| CHRW | B | 0.4% | |
| PGR | C | 0.39% | |
| CMCSA | C | 0.39% | |
| KMB | C | 0.38% | |
| BMY | C | 0.37% | |
| T | B | 0.37% | |
| IRM | C | 0.36% | |
| SBUX | C | 0.36% | |
| PPG | C | 0.36% | |
| HCA | B | 0.36% | |
| SYF | C | 0.36% | |
| DFS | C | 0.36% | |
| NEM | C | 0.36% | |
| OVV | F | 0.36% | |
| EXC | B | 0.36% | |
| JCI | B | 0.35% | |
| BG | F | 0.35% | |
| NDAQ | C | 0.35% | |
| EA | D | 0.35% | |
| KEYS | B | 0.35% | |
| STE | B | 0.34% | |
| PLD | C | 0.34% | |
| COO | C | 0.34% | |
| ANSS | D | 0.34% | |
| PSX | F | 0.33% | |
| CBRE | B | 0.33% | |
| UPS | D | 0.32% | |
| FLUT | C | 0.32% | |
| BBY | A | 0.32% | |
| SCHW | D | 0.32% | |
| HPE | C | 0.31% | |
| FI | B | 0.31% | |
| TAP | D | 0.3% | |
| KHC | C | 0.3% | |
| EIX | B | 0.29% | |
| WY | C | 0.29% | |
| ADI | C | 0.29% | |
| BLK | B | 0.29% | |
| REGN | D | 0.29% | |
| CAH | C | 0.29% | |
| FTV | C | 0.28% | |
| FBIN | B | 0.28% | |
| D | C | 0.28% | |
| SLB | F | 0.28% | |
| DGX | B | 0.28% | |
| ED | B | 0.27% | |
| CHD | C | 0.27% | |
| URI | B | 0.27% | |
| NUE | D | 0.26% | |
| BKR | C | 0.26% | |
| USB | C | 0.26% | |
| ETN | C | 0.26% | |
| ES | B | 0.25% | |
| FIS | C | 0.25% | |
| MMC | C | 0.25% | |
| KDP | B | 0.25% | |
| TSCO | B | 0.24% | |
| J | A | 0.24% | |
| HBAN | B | 0.24% | |
| ABT | C | 0.24% | |
| AFL | A | 0.23% | |
| CNC | D | 0.23% | |
| A | C | 0.22% | |
| FDX | D | 0.22% | |
| VLO | F | 0.22% | |
| ZBH | F | 0.22% | |
| PYPL | B | 0.22% | |
| DAL | C | 0.22% | |
| LH | D | 0.21% | |
| WFC | D | 0.21% | |
| TFC | D | 0.21% | |
| TFX | B | 0.2% | |
| WTRG | D | 0.2% | |
| FDS | C | 0.19% | |
| ACGL | B | 0.19% | |
| OC | C | 0.19% | |
| DHI | C | 0.19% | |
| MRO | D | 0.18% | |
| AIZ | B | 0.18% | |
| TRMB | C | 0.17% | |
| HII | F | 0.17% | |
| STT | B | 0.17% | |
| TJX | C | 0.17% | |
| GEV | B | 0.17% | |
| MKC | C | 0.16% | |
| ALLE | B | 0.16% | |
| JBHT | D | 0.16% | |
| HPQ | C | 0.16% | |
| PHM | B | 0.15% | |
| HUBB | B | 0.14% | |
| TMO | B | 0.14% | |
| NTRS | C | 0.14% | |
| AKAM | D | 0.14% | |
| IP | C | 0.14% | |
| IFF | A | 0.14% | |
| CPB | C | 0.14% | |
| COF | B | 0.14% | |
| HOLX | D | 0.14% | |
| WTW | B | 0.13% | |
| DOW | C | 0.13% | |
| CB | B | 0.13% | |
| BIIB | F | 0.13% | |
| HRL | F | 0.13% | |
| WMB | C | 0.13% | |
| IR | B | 0.13% | |
| BALL | C | 0.12% | |
| SOLV | D | 0.12% | |
| WDC | C | 0.12% | |
| ADM | D | 0.12% | |
| BXP | C | 0.12% | |
| PFG | B | 0.12% | |
| JNPR | A | 0.12% | |
| ROK | D | 0.12% | |
| GEHC | B | 0.11% | |
| STZ | C | 0.11% | |
| LDOS | A | 0.11% | |
| ICE | C | 0.11% | |
| TWLO | C | 0.11% | |
| AVY | C | 0.11% | |
| ITW | B | 0.11% | |
| MKTX | D | 0.11% | |
| CBOE | C | 0.11% | |
| PSA | C | 0.11% | |
| FOX | B | 0.11% | |
| ULTA | D | 0.11% | |
| AVTR | C | 0.11% | |
| HUM | F | 0.11% | |
| PAYX | C | 0.11% | |
| MDLZ | C | 0.1% | |
| LYB | D | 0.1% | |
| IPG | C | 0.1% | |
| DD | B | 0.1% | |
| AZPN | B | 0.1% | |
| RMD | C | 0.1% | |
| SYY | C | 0.1% | |
| DOV | B | 0.1% | |
| STLD | C | 0.1% | |
| GEN | A | 0.1% | |
| APD | B | 0.1% | |
| CCK | B | 0.1% | |
| CAG | B | 0.1% | |
| NKE | D | 0.1% | |
| KMX | D | 0.09% | |
| CVS | D | 0.09% | |
| NTAP | D | 0.09% | |
| DG | F | 0.07% | |
| DLTR | F | 0.07% |
EVUS Underweight 25 Positions Relative to UPAR
| Symbol | Grade | Weight | |
|---|---|---|---|
| GLDM | B | -14.28% | |
| VXF | B | -3.35% | |
| BHP | C | -1.32% | |
| RIO | B | -1.05% | |
| SCCO | C | -0.79% | |
| FCX | C | -0.63% | |
| TTE | D | -0.58% | |
| CTVA | B | -0.57% | |
| VALE | C | -0.47% | |
| BP | F | -0.31% | |
| ENPH | D | -0.25% | |
| EOG | D | -0.24% | |
| EQNR | F | -0.24% | |
| CF | B | -0.21% | |
| E | D | -0.17% | |
| OXY | F | -0.15% | |
| SQM | D | -0.14% | |
| HES | F | -0.13% | |
| AWK | C | -0.13% | |
| FMC | B | -0.12% | |
| MOS | F | -0.11% | |
| AGCO | D | -0.09% | |
| DVN | F | -0.08% | |
| EC | F | -0.07% | |
| CTRA | F | -0.05% |
EVUS: Top Represented Industries & Keywords
UPAR: Top Represented Industries & Keywords
Compare ETFs
