EVUS vs. VIG ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to Vanguard Div Appreciation ETF - DNQ (VIG)
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
234
VIG
Vanguard Div Appreciation ETF - DNQ
VIG Description
The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The fund employs an indexing investment approach designed to track the performance of the NASDAQ US Dividend Achievers Select Index, which consists of common stocks of companies that have a record of increasing dividends over time. 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
$202.46
Average Daily Volume
706,726
336
Performance
Period | EVUS | VIG |
---|---|---|
30 Days | 2.65% | 1.97% |
60 Days | 3.47% | 2.56% |
90 Days | 6.09% | 5.04% |
12 Months | 29.50% | 26.08% |
99 Overlapping Holdings
Symbol | Grade | Weight in EVUS | Weight in VIG | Overlap | |
---|---|---|---|---|---|
ABBV | D | 0.92% | 1.94% | 0.92% | |
ABT | B | 0.24% | 1.06% | 0.24% | |
ACN | C | 0.56% | 1.16% | 0.56% | |
ADI | D | 0.27% | 0.6% | 0.27% | |
ADM | D | 0.11% | 0.14% | 0.11% | |
ADP | B | 1.24% | 0.64% | 0.64% | |
AFL | B | 0.23% | 0.29% | 0.23% | |
AIZ | A | 0.2% | 0.05% | 0.05% | |
ALLE | D | 0.15% | 0.07% | 0.07% | |
AMGN | D | 0.74% | 0.93% | 0.74% | |
APD | A | 0.11% | 0.37% | 0.11% | |
AVGO | D | 2.9% | 4.24% | 2.9% | |
AVY | D | 0.09% | 0.09% | 0.09% | |
BAC | A | 1.33% | 1.52% | 1.33% | |
BK | A | 0.74% | 0.3% | 0.3% | |
BLK | C | 0.31% | 0.73% | 0.31% | |
BR | A | 0.73% | 0.13% | 0.13% | |
CAH | B | 0.31% | 0.14% | 0.14% | |
CAT | B | 0.75% | 0.98% | 0.75% | |
CB | C | 0.13% | 0.57% | 0.13% | |
CBOE | B | 0.11% | 0.12% | 0.11% | |
CHD | B | 0.29% | 0.13% | 0.13% | |
CHRW | C | 0.4% | 0.06% | 0.06% | |
CLX | B | 0.43% | 0.11% | 0.11% | |
CMCSA | B | 0.4% | 0.92% | 0.4% | |
CMI | A | 0.78% | 0.24% | 0.24% | |
CMS | C | 0.38% | 0.11% | 0.11% | |
COR | B | 0.49% | 0.22% | 0.22% | |
CSCO | B | 1.01% | 1.18% | 1.01% | |
DFS | B | 0.45% | 0.2% | 0.2% | |
DGX | A | 0.3% | 0.09% | 0.09% | |
DHI | D | 0.16% | 0.27% | 0.16% | |
DHR | F | 0.7% | 0.85% | 0.7% | |
DOV | A | 0.1% | 0.14% | 0.1% | |
ECL | D | 0.64% | 0.33% | 0.33% | |
ELV | F | 0.65% | 0.51% | 0.51% | |
ETN | A | 0.29% | 0.71% | 0.29% | |
EXPD | D | 0.51% | 0.09% | 0.09% | |
FDS | B | 0.19% | 0.09% | 0.09% | |
GS | A | 0.84% | 0.88% | 0.84% | |
HD | A | 2.07% | 2.11% | 2.07% | |
HIG | B | 0.47% | 0.18% | 0.18% | |
HII | D | 0.12% | 0.04% | 0.04% | |
HON | B | 0.86% | 0.72% | 0.72% | |
HPQ | B | 0.17% | 0.19% | 0.17% | |
HRL | D | 0.12% | 0.05% | 0.05% | |
HUBB | B | 0.14% | 0.12% | 0.12% | |
HUM | C | 0.1% | 0.17% | 0.1% | |
IBM | C | 1.17% | 1.02% | 1.02% | |
ICE | C | 0.1% | 0.48% | 0.1% | |
IEX | B | 0.17% | 0.09% | 0.09% | |
ITW | B | 0.1% | 0.38% | 0.1% | |
JBHT | C | 0.16% | 0.08% | 0.08% | |
JNJ | D | 1.43% | 2.07% | 1.43% | |
JPM | A | 2.81% | 3.4% | 2.81% | |
KO | D | 1.67% | 1.36% | 1.36% | |
KR | B | 0.41% | 0.14% | 0.14% | |
LIN | D | 0.49% | 1.18% | 0.49% | |
LOW | D | 0.74% | 0.81% | 0.74% | |
MCD | D | 0.63% | 1.13% | 0.63% | |
MDLZ | F | 0.09% | 0.5% | 0.09% | |
MET | A | 0.52% | 0.25% | 0.25% | |
MKC | D | 0.14% | 0.11% | 0.11% | |
MKTX | D | 0.11% | 0.06% | 0.06% | |
MMC | B | 0.24% | 0.58% | 0.24% | |
MRK | F | 0.52% | 1.39% | 0.52% | |
NDAQ | A | 0.38% | 0.16% | 0.16% | |
NEE | D | 0.82% | 0.88% | 0.82% | |
NKE | D | 0.08% | 0.5% | 0.08% | |
NOC | D | 0.4% | 0.38% | 0.38% | |
NUE | C | 0.25% | 0.18% | 0.18% | |
ORCL | B | 1.31% | 1.44% | 1.31% | |
PAYX | C | 0.12% | 0.24% | 0.12% | |
PEP | F | 0.84% | 1.23% | 0.84% | |
PFG | D | 0.12% | 0.09% | 0.09% | |
PG | A | 1.5% | 2.1% | 1.5% | |
PNC | B | 0.62% | 0.4% | 0.4% | |
PNR | A | 0.63% | 0.09% | 0.09% | |
PPG | F | 0.34% | 0.16% | 0.16% | |
PSX | C | 0.33% | 0.28% | 0.28% | |
QCOM | F | 0.63% | 0.97% | 0.63% | |
RMD | C | 0.1% | 0.19% | 0.1% | |
ROK | B | 0.13% | 0.16% | 0.13% | |
SBUX | A | 0.37% | 0.6% | 0.37% | |
SPGI | C | 0.65% | 0.83% | 0.65% | |
STE | F | 0.3% | 0.12% | 0.12% | |
STLD | B | 0.11% | 0.1% | 0.1% | |
STT | A | 0.18% | 0.15% | 0.15% | |
SYY | B | 0.09% | 0.2% | 0.09% | |
TGT | F | 0.43% | 0.37% | 0.37% | |
TRV | B | 0.46% | 0.3% | 0.3% | |
TSCO | D | 0.23% | 0.15% | 0.15% | |
TTC | D | 0.09% | 0.04% | 0.04% | |
TXN | C | 1.47% | 1.0% | 1.0% | |
UNH | C | 2.04% | 2.8% | 2.04% | |
WTRG | B | 0.21% | 0.05% | 0.05% | |
XOM | B | 1.54% | 2.82% | 1.54% | |
XYL | D | 0.41% | 0.16% | 0.16% | |
ZTS | D | 0.43% | 0.44% | 0.43% |
EVUS Overweight 135 Positions Relative to VIG
Symbol | Grade | Weight | |
---|---|---|---|
CVX | A | 1.26% | |
BRK.A | B | 1.19% | |
MS | A | 1.07% | |
PRU | A | 1.02% | |
GILD | C | 0.96% | |
PEG | A | 0.96% | |
AXP | A | 0.9% | |
K | A | 0.89% | |
DIS | B | 0.88% | |
COP | C | 0.82% | |
KMI | A | 0.81% | |
RTX | C | 0.79% | |
VZ | C | 0.79% | |
OKE | A | 0.77% | |
CRH | A | 0.76% | |
C | A | 0.69% | |
NI | A | 0.67% | |
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% | |
NXPI | D | 0.52% | |
DLR | B | 0.47% | |
SYF | B | 0.47% | |
WELL | A | 0.46% | |
FERG | B | 0.43% | |
DE | A | 0.43% | |
BMY | B | 0.42% | |
EA | A | 0.41% | |
MU | D | 0.41% | |
SCHW | B | 0.4% | |
CARR | D | 0.4% | |
LKQ | D | 0.39% | |
PGR | A | 0.39% | |
OVV | B | 0.39% | |
JCI | C | 0.38% | |
FI | A | 0.38% | |
T | A | 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% | |
IRM | D | 0.34% | |
TAP | C | 0.33% | |
BG | F | 0.32% | |
UPS | C | 0.32% | |
BKR | B | 0.31% | |
HCA | F | 0.3% | |
COO | D | 0.3% | |
DAL | C | 0.3% | |
PLD | D | 0.3% | |
HBAN | A | 0.29% | |
NEM | D | 0.28% | |
D | C | 0.28% | |
BBY | D | 0.28% | |
WFC | A | 0.28% | |
EIX | B | 0.28% | |
SLB | C | 0.28% | |
USB | A | 0.28% | |
FTV | C | 0.27% | |
URI | B | 0.27% | |
WY | D | 0.26% | |
KHC | F | 0.26% | |
ED | D | 0.25% | |
FIS | C | 0.25% | |
TFC | A | 0.24% | |
PYPL | B | 0.24% | |
CNH | C | 0.24% | |
ES | D | 0.23% | |
ZBH | C | 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% | |
J | F | 0.21% | |
KDP | D | 0.21% | |
OC | A | 0.21% | |
TRMB | B | 0.2% | |
A | D | 0.19% | |
COF | B | 0.18% | |
TJX | A | 0.18% | |
CNC | D | 0.18% | |
MRO | B | 0.18% | |
EQT | B | 0.16% | |
ACGL | D | 0.16% | |
NTRS | A | 0.16% | |
WMB | A | 0.16% | |
IP | B | 0.16% | |
IR | B | 0.15% | |
TWLO | A | 0.15% | |
TFX | F | 0.15% | |
HOLX | D | 0.14% | |
WTW | B | 0.14% | |
PHM | D | 0.13% | |
FOX | A | 0.13% | |
BXP | D | 0.12% | |
AKAM | D | 0.12% | |
IFF | D | 0.12% | |
CPB | D | 0.12% | |
LDOS | C | 0.11% | |
TMO | F | 0.11% | |
PSA | D | 0.11% | |
SOLV | C | 0.11% | |
AZPN | A | 0.11% | |
GEN | B | 0.11% | |
WDC | D | 0.11% | |
JNPR | F | 0.11% | |
FANG | D | 0.11% | |
CCK | C | 0.1% | |
DD | D | 0.1% | |
BALL | D | 0.1% | |
NTAP | C | 0.1% | |
BIIB | F | 0.1% | |
DOW | F | 0.1% | |
FSLR | F | 0.1% | |
CAG | D | 0.09% | |
AVTR | F | 0.09% | |
CVS | D | 0.09% | |
KMX | B | 0.09% | |
ULTA | F | 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 237 Positions Relative to VIG
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -4.74% | |
MSFT | F | -3.62% | |
V | A | -2.5% | |
MA | C | -2.23% | |
COST | B | -2.08% | |
WMT | A | -1.91% | |
INTU | C | -0.92% | |
UNP | C | -0.76% | |
SYK | C | -0.66% | |
LMT | D | -0.64% | |
MDT | D | -0.62% | |
KLAC | D | -0.48% | |
SHW | A | -0.45% | |
CME | A | -0.44% | |
AON | A | -0.43% | |
APH | A | -0.43% | |
WM | A | -0.42% | |
CL | D | -0.41% | |
MSI | B | -0.4% | |
GD | F | -0.4% | |
CTAS | B | -0.38% | |
MCO | B | -0.38% | |
BDX | F | -0.36% | |
CSX | B | -0.35% | |
MCK | B | -0.35% | |
AJG | B | -0.33% | |
EMR | A | -0.33% | |
ROP | B | -0.31% | |
SRE | A | -0.28% | |
GWW | B | -0.27% | |
AMP | A | -0.27% | |
ALL | A | -0.26% | |
LHX | C | -0.25% | |
FAST | B | -0.24% | |
RSG | A | -0.22% | |
MCHP | D | -0.21% | |
GLW | B | -0.2% | |
XEL | A | -0.2% | |
VMC | B | -0.19% | |
FITB | A | -0.16% | |
AWK | D | -0.15% | |
RJF | A | -0.15% | |
CDW | F | -0.14% | |
VLTO | D | -0.14% | |
DTE | C | -0.14% | |
HSY | F | -0.14% | |
BAH | F | -0.13% | |
BRO | B | -0.13% | |
TPL | A | -0.12% | |
CINF | A | -0.12% | |
WST | C | -0.12% | |
PKG | A | -0.11% | |
ATO | A | -0.11% | |
WSO | A | -0.1% | |
MAS | D | -0.1% | |
LII | A | -0.1% | |
CSL | C | -0.1% | |
GPC | D | -0.09% | |
RPM | A | -0.09% | |
TSN | B | -0.09% | |
WSM | B | -0.09% | |
WRB | A | -0.09% | |
SNA | A | -0.09% | |
SWK | D | -0.08% | |
HEI | B | -0.08% | |
DPZ | C | -0.08% | |
CASY | A | -0.08% | |
LNT | A | -0.08% | |
RBA | A | -0.08% | |
FNF | B | -0.08% | |
RS | B | -0.08% | |
EMN | D | -0.07% | |
JKHY | D | -0.07% | |
NDSN | B | -0.07% | |
RNR | C | -0.07% | |
GGG | B | -0.07% | |
CE | F | -0.07% | |
POOL | C | -0.07% | |
RGA | A | -0.07% | |
FIX | A | -0.07% | |
CHDN | B | -0.06% | |
LECO | B | -0.06% | |
ATR | B | -0.06% | |
UNM | A | -0.06% | |
RRX | B | -0.06% | |
ALB | C | -0.06% | |
ERIE | D | -0.06% | |
ITT | A | -0.06% | |
AES | F | -0.06% | |
SCI | B | -0.06% | |
SJM | D | -0.06% | |
INGR | B | -0.05% | |
ENSG | D | -0.05% | |
AIT | A | -0.05% | |
MORN | B | -0.05% | |
LAD | A | -0.05% | |
DCI | B | -0.05% | |
AOS | F | -0.05% | |
AFG | A | -0.05% | |
PRI | A | -0.05% | |
EVR | B | -0.05% | |
GL | B | -0.05% | |
RGLD | C | -0.05% | |
HEI | B | -0.05% | |
DOX | D | -0.05% | |
MSA | D | -0.04% | |
RLI | B | -0.04% | |
FAF | A | -0.04% | |
OSK | B | -0.04% | |
PB | A | -0.04% | |
RHI | B | -0.04% | |
CBSH | A | -0.04% | |
SEIC | B | -0.04% | |
UFPI | B | -0.04% | |
SSB | B | -0.04% | |
SSD | D | -0.04% | |
WTFC | A | -0.04% | |
ZION | B | -0.04% | |
CFR | B | -0.04% | |
CHE | D | -0.04% | |
ORI | A | -0.04% | |
FFIN | B | -0.03% | |
AVT | C | -0.03% | |
EXPO | D | -0.03% | |
UMBF | B | -0.03% | |
GATX | A | -0.03% | |
HOMB | A | -0.03% | |
MATX | C | -0.03% | |
SON | D | -0.03% | |
BC | C | -0.03% | |
TKR | D | -0.03% | |
WTS | B | -0.03% | |
THG | A | -0.03% | |
BCPC | B | -0.03% | |
NFG | A | -0.03% | |
IDA | A | -0.03% | |
THO | B | -0.03% | |
SIGI | C | -0.03% | |
BMI | B | -0.03% | |
CBT | C | -0.03% | |
AXS | A | -0.03% | |
LFUS | F | -0.03% | |
CADE | B | -0.03% | |
AGCO | D | -0.03% | |
R | B | -0.03% | |
NSP | D | -0.02% | |
MGRC | B | -0.02% | |
WSFS | A | -0.02% | |
GHC | C | -0.02% | |
MAN | D | -0.02% | |
CWT | D | -0.02% | |
AWR | B | -0.02% | |
CBU | B | -0.02% | |
BRC | D | -0.02% | |
MGEE | C | -0.02% | |
OTTR | C | -0.02% | |
IBOC | A | -0.02% | |
LANC | C | -0.02% | |
AUB | B | -0.02% | |
POWI | D | -0.02% | |
ABM | B | -0.02% | |
PRGO | B | -0.02% | |
WDFC | B | -0.02% | |
CNO | A | -0.02% | |
PII | D | -0.02% | |
FELE | B | -0.02% | |
KAI | A | -0.02% | |
FUL | F | -0.02% | |
AGO | B | -0.02% | |
ASH | D | -0.02% | |
SLGN | A | -0.02% | |
AVNT | B | -0.02% | |
FLO | D | -0.02% | |
WLK | D | -0.02% | |
NJR | A | -0.02% | |
AL | B | -0.02% | |
OZK | B | -0.02% | |
SRCE | B | -0.01% | |
AMSF | B | -0.01% | |
MSEX | B | -0.01% | |
DDS | B | -0.01% | |
WOR | F | -0.01% | |
GABC | B | -0.01% | |
LNN | B | -0.01% | |
WS | B | -0.01% | |
CSGS | B | -0.01% | |
WABC | B | -0.01% | |
NHC | C | -0.01% | |
TCBK | B | -0.01% | |
ANDE | D | -0.01% | |
SCL | C | -0.01% | |
HMN | B | -0.01% | |
CABO | C | -0.01% | |
SJW | D | -0.01% | |
APOG | B | -0.01% | |
LKFN | B | -0.01% | |
TNC | D | -0.01% | |
AGM | C | -0.01% | |
CHCO | B | -0.01% | |
SYBT | B | -0.01% | |
LMAT | A | -0.01% | |
HI | C | -0.01% | |
HWKN | B | -0.01% | |
WLY | B | -0.01% | |
KWR | C | -0.01% | |
NBTB | B | -0.01% | |
BANF | B | -0.01% | |
MTRN | C | -0.01% | |
SXI | B | -0.01% | |
FRME | B | -0.01% | |
TOWN | B | -0.01% | |
HNI | B | -0.01% | |
BOKF | B | -0.01% | |
JJSF | B | -0.01% | |
CPK | A | -0.01% | |
CNS | B | -0.01% | |
IOSP | B | -0.01% | |
INDB | B | -0.01% | |
GFF | A | -0.01% | |
JOUT | D | -0.0% | |
HVT | D | -0.0% | |
ARTNA | D | -0.0% | |
HIFS | B | -0.0% | |
TR | B | -0.0% | |
GSBC | B | -0.0% | |
YORW | D | -0.0% | |
CASS | B | -0.0% | |
SMBC | B | -0.0% | |
SCVL | F | -0.0% | |
FMBH | B | -0.0% | |
FCBC | B | -0.0% | |
HY | D | -0.0% | |
SPTN | D | -0.0% | |
MATW | C | -0.0% | |
GRC | A | -0.0% | |
EMBC | C | -0.0% | |
MNRO | D | -0.0% |
EVUS: Top Represented Industries & Keywords
VIG: Top Represented Industries & Keywords