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      EVUS vs. XVV ETF Comparison

      Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to iShares ESG Screened S&P 500 ETF (XVV)
      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

      $27.36

      Average Daily Volume

      356

      Number of Holdings *

      227

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

      iShares ESG Screened S&P 500 ETF

      XVV Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P 500 Sustainability Screened Index, which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

      Grade (RS Rating)

      Last Trade

      $42.11

      Average Daily Volume

      27,478

      Number of Holdings *

      447

      * may have additional holdings in another (foreign) market
      Performance
      Period EVUS XVV
      30 Days -0.98% 3.21%
      60 Days 3.71% 11.05%
      90 Days 0.27% 4.80%
      12 Months 14.56% 27.56%
      199 Overlapping Holdings
      Symbol Grade Weight in EVUS Weight in XVV Overlap
      A C 0.22% 0.09% 0.09%
      ABBV B 1.0% 0.7% 0.7%
      ABT C 0.22% 0.43% 0.22%
      ACN C 0.57% 0.42% 0.42%
      ADI B 0.33% 0.28% 0.28%
      ADM D 0.14% 0.08% 0.08%
      ADP B 1.13% 0.24% 0.24%
      AIZ C 0.12% 0.02% 0.02%
      AKAM F 0.08% 0.03% 0.03%
      ALLE D 0.15% 0.02% 0.02%
      AMGN B 0.88% 0.38% 0.38%
      AMT B 0.61% 0.22% 0.22%
      ANSS C 0.17% 0.07% 0.07%
      APTV F 0.12% 0.05% 0.05%
      AVB A 0.12% 0.07% 0.07%
      AVGO B 2.65% 1.76% 1.76%
      AVY A 0.12% 0.04% 0.04%
      AWK B 0.24% 0.06% 0.06%
      AXP C 0.78% 0.3% 0.3%
      BAC A 1.24% 0.64% 0.64%
      BALL D 0.13% 0.05% 0.05%
      BBY A 0.45% 0.04% 0.04%
      BG D 0.38% 0.04% 0.04%
      BIIB C 0.16% 0.08% 0.08%
      BK B 0.62% 0.11% 0.11%
      BKR C 0.25% 0.08% 0.08%
      BLK B 0.25% 0.26% 0.25%
      BMY F 0.33% 0.2% 0.2%
      BR B 0.71% 0.05% 0.05%
      BRK.A B 0.94% 1.76% 0.94%
      BXP C 0.09% 0.02% 0.02%
      C C 0.66% 0.27% 0.27%
      CAG D 0.1% 0.03% 0.03%
      CAH C 0.29% 0.06% 0.06%
      CARR B 0.38% 0.13% 0.13%
      CAT C 0.71% 0.4% 0.4%
      CB B 0.15% 0.25% 0.15%
      CBRE B 0.46% 0.06% 0.06%
      CCI D 0.64% 0.1% 0.1%
      CHD A 0.31% 0.06% 0.06%
      CHRW B 0.42% 0.02% 0.02%
      CI C 0.67% 0.23% 0.23%
      CLX D 0.38% 0.04% 0.04%
      CMCSA F 0.4% 0.35% 0.35%
      CMI C 0.55% 0.09% 0.09%
      CNC D 0.24% 0.09% 0.09%
      COF C 0.14% 0.12% 0.12%
      COO C 0.32% 0.04% 0.04%
      COR B 0.53% 0.09% 0.09%
      CPB C 0.1% 0.02% 0.02%
      CSCO F 0.9% 0.44% 0.44%
      DAL D 0.17% 0.08% 0.08%
      DE D 0.43% 0.23% 0.23%
      DFS B 0.36% 0.07% 0.07%
      DG D 0.09% 0.07% 0.07%
      DGX B 0.29% 0.04% 0.04%
      DHI D 0.15% 0.1% 0.1%
      DHR C 1.1% 0.4% 0.4%
      DIS C 0.88% 0.44% 0.44%
      DLR B 0.42% 0.12% 0.12%
      DLTR F 0.1% 0.05% 0.05%
      DOV B 0.31% 0.06% 0.06%
      DOW D 0.4% 0.09% 0.09%
      EA B 0.37% 0.08% 0.08%
      ECL A 0.75% 0.15% 0.15%
      ED D 0.26% 0.07% 0.07%
      EIX C 0.27% 0.07% 0.07%
      ELV B 0.76% 0.3% 0.3%
      EQIX C 0.56% 0.17% 0.17%
      ES D 0.46% 0.05% 0.05%
      ETN C 0.29% 0.31% 0.29%
      EXC D 0.36% 0.08% 0.08%
      EXPD B 0.58% 0.04% 0.04%
      FCX C 0.12% 0.16% 0.12%
      FDS D 0.18% 0.04% 0.04%
      FDX D 0.22% 0.14% 0.14%
      FI C 0.29% 0.21% 0.21%
      FIS B 0.31% 0.11% 0.11%
      FOX B 0.11% 0.01% 0.01%
      FSLR C 0.19% 0.07% 0.07%
      FTV D 0.13% 0.06% 0.06%
      GEHC C 0.09% 0.08% 0.08%
      GEN B 0.1% 0.03% 0.03%
      GEV B 0.11% 0.11% 0.11%
      GILD C 0.79% 0.19% 0.19%
      GIS C 0.69% 0.09% 0.09%
      GS B 0.71% 0.35% 0.35%
      HBAN C 0.22% 0.04% 0.04%
      HCA A 0.33% 0.16% 0.16%
      HD B 1.9% 0.83% 0.83%
      HIG A 0.44% 0.07% 0.07%
      HOLX D 0.14% 0.04% 0.04%
      HPE B 0.44% 0.07% 0.07%
      HPQ B 0.15% 0.08% 0.08%
      HRL F 0.1% 0.02% 0.02%
      HUM C 0.1% 0.1% 0.1%
      IBM C 1.05% 0.37% 0.37%
      ICE A 0.1% 0.18% 0.1%
      IEX D 0.17% 0.04% 0.04%
      IFF B 0.24% 0.06% 0.06%
      INTC F 0.77% 0.31% 0.31%
      IP A 0.14% 0.04% 0.04%
      IPG F 0.1% 0.03% 0.03%
      IR B 0.16% 0.09% 0.09%
      IRM A 0.35% 0.06% 0.06%
      ITW D 0.09% 0.16% 0.09%
      JBHT F 0.16% 0.03% 0.03%
      JCI B 0.34% 0.11% 0.11%
      JNPR B 0.12% 0.03% 0.03%
      JPM B 2.49% 1.34% 1.34%
      K D 0.77% 0.04% 0.04%
      KDP B 0.34% 0.08% 0.08%
      KEYS D 0.34% 0.06% 0.06%
      KHC D 0.32% 0.06% 0.06%
      KMB A 0.51% 0.11% 0.11%
      KMI A 0.64% 0.09% 0.09%
      KMX C 0.09% 0.03% 0.03%
      KO B 1.88% 0.58% 0.58%
      KR D 0.4% 0.08% 0.08%
      LH C 0.2% 0.04% 0.04%
      LIN B 0.52% 0.51% 0.51%
      LKQ F 0.44% 0.03% 0.03%
      LOW C 0.69% 0.31% 0.31%
      LYB D 0.3% 0.06% 0.06%
      MCD D 0.62% 0.44% 0.44%
      MDLZ D 0.1% 0.21% 0.1%
      MET C 0.43% 0.1% 0.1%
      MKC F 0.13% 0.04% 0.04%
      MMC A 0.26% 0.25% 0.25%
      MPC C 0.1% 0.15% 0.1%
      MRK A 0.78% 0.78% 0.78%
      MS B 0.85% 0.28% 0.28%
      MU B 0.63% 0.38% 0.38%
      NDAQ C 0.31% 0.05% 0.05%
      NEE C 0.86% 0.36% 0.36%
      NEM B 0.27% 0.11% 0.11%
      NKE C 0.11% 0.27% 0.11%
      NTAP B 0.11% 0.06% 0.06%
      NTRS D 0.13% 0.04% 0.04%
      NUE D 0.3% 0.09% 0.09%
      NXPI B 0.63% 0.17% 0.17%
      OKE C 0.6% 0.11% 0.11%
      ORCL A 0.95% 0.53% 0.53%
      PAYX B 0.12% 0.09% 0.09%
      PEG B 0.97% 0.09% 0.09%
      PEP D 0.99% 0.54% 0.54%
      PFE C 0.69% 0.37% 0.37%
      PFG C 0.12% 0.04% 0.04%
      PG A 1.63% 0.93% 0.93%
      PGR C 0.35% 0.28% 0.28%
      PLD C 0.33% 0.25% 0.25%
      PNC C 0.5% 0.14% 0.14%
      PNR C 0.63% 0.03% 0.03%
      PPG D 0.31% 0.07% 0.07%
      PRU B 1.04% 0.1% 0.1%
      PSA B 0.1% 0.11% 0.1%
      PSX C 0.38% 0.14% 0.14%
      PYPL D 0.2% 0.16% 0.16%
      QCOM B 0.89% 0.58% 0.58%
      REGN A 0.32% 0.26% 0.26%
      RF C 0.24% 0.04% 0.04%
      RMD B 0.1% 0.07% 0.07%
      ROK F 0.14% 0.07% 0.07%
      SBUX D 0.33% 0.22% 0.22%
      SCHW D 0.4% 0.26% 0.26%
      SLB D 0.37% 0.15% 0.15%
      SPGI B 0.63% 0.33% 0.33%
      STE C 0.37% 0.05% 0.05%
      STLD C 0.11% 0.04% 0.04%
      STT D 0.15% 0.05% 0.05%
      STZ B 0.1% 0.1% 0.1%
      SYF C 0.35% 0.04% 0.04%
      SYY D 0.09% 0.08% 0.08%
      T A 0.33% 0.3% 0.3%
      TAP F 0.21% 0.02% 0.02%
      TFC C 0.19% 0.12% 0.12%
      TFX D 0.18% 0.02% 0.02%
      TGT D 0.45% 0.16% 0.16%
      TJX A 0.17% 0.29% 0.17%
      TMO D 0.13% 0.53% 0.13%
      TRMB C 0.17% 0.03% 0.03%
      TRV C 0.54% 0.11% 0.11%
      TSCO B 0.26% 0.07% 0.07%
      TXN B 1.65% 0.43% 0.43%
      ULTA F 0.11% 0.05% 0.05%
      UNH D 2.3% 1.1% 1.1%
      UPS D 0.37% 0.23% 0.23%
      URI C 0.2% 0.1% 0.1%
      USB C 0.2% 0.15% 0.15%
      VLO C 0.21% 0.12% 0.12%
      VZ B 0.86% 0.4% 0.4%
      WDC B 0.15% 0.06% 0.06%
      WELL B 0.37% 0.14% 0.14%
      WMB A 0.13% 0.12% 0.12%
      WTW B 0.13% 0.06% 0.06%
      WY F 0.27% 0.05% 0.05%
      XYL B 0.52% 0.08% 0.08%
      ZBH F 0.25% 0.05% 0.05%
      ZTS C 0.48% 0.19% 0.19%
      EVUS Overweight 28 Positions Relative to XVV
      Symbol Grade Weight
      XOM C 1.63%
      JNJ D 1.52%
      CVX C 1.37%
      COP D 0.91%
      HON A 0.88%
      CRH D 0.88%
      RTX B 0.75%
      OVV D 0.56%
      MMM B 0.55%
      FERG D 0.53%
      NOC D 0.48%
      HII D 0.39%
      CMS D 0.38%
      FBIN D 0.28%
      WFC C 0.24%
      CNH F 0.24%
      WTRG C 0.22%
      OC B 0.21%
      EQT D 0.16%
      OXY C 0.14%
      AVTR D 0.12%
      DD B 0.12%
      TTC B 0.11%
      LDOS B 0.1%
      FANG C 0.1%
      SOLV F 0.09%
      AZPN D 0.09%
      TWLO F 0.09%
      EVUS Underweight 248 Positions Relative to XVV
      Symbol Grade Weight
      MSFT A -7.82%
      NVDA B -7.63%
      AAPL B -7.42%
      AMZN B -4.01%
      META B -2.64%
      GOOGL B -2.46%
      GOOG B -2.08%
      LLY B -1.68%
      TSLA C -1.21%
      V B -1.02%
      COST A -0.9%
      MA C -0.88%
      NFLX A -0.67%
      AMD B -0.62%
      CRM D -0.53%
      ADBE C -0.49%
      AMAT B -0.47%
      INTU C -0.4%
      GE B -0.4%
      ISRG A -0.36%
      NOW C -0.35%
      UBER B -0.35%
      BKNG A -0.32%
      UNP D -0.32%
      LRCX B -0.32%
      VRTX B -0.29%
      SYK B -0.28%
      KLAC B -0.27%
      BSX A -0.27%
      MDT D -0.26%
      PANW C -0.24%
      TMUS B -0.22%
      BX C -0.21%
      SNPS B -0.21%
      CMG B -0.21%
      APH B -0.2%
      ANET A -0.2%
      CDNS B -0.2%
      CL A -0.19%
      TDG B -0.18%
      WM C -0.18%
      TT B -0.18%
      CVS D -0.18%
      MCK A -0.18%
      CEG B -0.17%
      CME D -0.17%
      SHW C -0.17%
      BDX C -0.16%
      PH D -0.16%
      EMR C -0.15%
      MSI A -0.15%
      APD C -0.15%
      ABNB C -0.15%
      CSX D -0.15%
      MCO A -0.15%
      ROP A -0.14%
      ORLY C -0.14%
      AON C -0.14%
      CTAS A -0.14%
      MAR B -0.14%
      EW B -0.13%
      HLT A -0.13%
      GM B -0.13%
      PCAR D -0.13%
      AJG A -0.13%
      MRNA C -0.12%
      AZO C -0.12%
      ROST B -0.12%
      SPG B -0.12%
      NSC D -0.12%
      MCHP C -0.12%
      AIG C -0.12%
      O D -0.11%
      AFL A -0.11%
      TEL A -0.11%
      CPRT C -0.11%
      F D -0.11%
      ADSK B -0.11%
      SRE B -0.11%
      AME D -0.1%
      PWR B -0.1%
      IDXX D -0.1%
      ALL C -0.1%
      AMP A -0.1%
      DXCM D -0.1%
      CTVA C -0.09%
      RCL B -0.09%
      FAST C -0.09%
      ACGL A -0.09%
      VRSK A -0.09%
      MSCI D -0.09%
      LEN D -0.09%
      FTNT F -0.09%
      RSG B -0.09%
      YUM D -0.09%
      MPWR B -0.09%
      IQV D -0.09%
      OTIS B -0.09%
      MTD B -0.08%
      ON D -0.08%
      CTSH C -0.08%
      HWM B -0.08%
      EXR B -0.08%
      VMC D -0.08%
      IT C -0.08%
      FICO B -0.08%
      MNST F -0.08%
      MLM D -0.08%
      LULU F -0.08%
      HSY F -0.07%
      EBAY B -0.07%
      GLW A -0.07%
      WAB B -0.07%
      VICI D -0.07%
      HAL D -0.07%
      EFX B -0.07%
      CDW C -0.07%
      CSGP F -0.07%
      ODFL D -0.07%
      MTB C -0.06%
      NVR D -0.06%
      FITB C -0.06%
      GPN F -0.06%
      PHM D -0.06%
      GRMN B -0.06%
      TTWO C -0.06%
      WST D -0.06%
      TROW B -0.06%
      TRGP A -0.06%
      EL F -0.06%
      CHTR C -0.06%
      ALGN F -0.05%
      CNP A -0.05%
      GPC D -0.05%
      TYL B -0.05%
      VTR A -0.05%
      INVH A -0.05%
      STX B -0.05%
      AXON C -0.05%
      HUBB C -0.05%
      PTC C -0.05%
      SBAC F -0.05%
      BRO A -0.05%
      RJF C -0.05%
      VLTO B -0.05%
      TER B -0.05%
      ETR D -0.05%
      EQR A -0.05%
      JBL F -0.04%
      MAS D -0.04%
      TSN C -0.04%
      VRSN C -0.04%
      ZBRA D -0.04%
      WRB C -0.04%
      CFG C -0.04%
      EG B -0.04%
      WBD F -0.04%
      MAA B -0.04%
      EXPE C -0.04%
      PKG B -0.04%
      LVS F -0.04%
      CCL C -0.04%
      LUV C -0.04%
      SWKS B -0.04%
      UAL C -0.04%
      BAX D -0.04%
      ILMN F -0.04%
      ENPH D -0.04%
      WAT D -0.04%
      ESS A -0.04%
      ATO B -0.04%
      DRI C -0.04%
      CINF C -0.04%
      OMC D -0.04%
      NRG B -0.04%
      MOH F -0.04%
      CPAY D -0.04%
      ARE D -0.04%
      DPZ B -0.04%
      BLDR F -0.04%
      CRL D -0.03%
      QRVO B -0.03%
      WBA D -0.03%
      MGM C -0.03%
      CPT A -0.03%
      UHS A -0.03%
      INCY B -0.03%
      JKHY C -0.03%
      SJM D -0.03%
      EMN C -0.03%
      UDR B -0.03%
      TECH C -0.03%
      LW D -0.03%
      KIM B -0.03%
      VTRS D -0.03%
      KEY D -0.03%
      LYV C -0.03%
      HST D -0.03%
      ALB F -0.03%
      NDSN D -0.03%
      WRK B -0.03%
      POOL D -0.03%
      SWK D -0.03%
      L C -0.03%
      ROL A -0.03%
      RVTY C -0.03%
      CF D -0.03%
      DOC B -0.03%
      PODD B -0.03%
      SNA D -0.03%
      CE D -0.03%
      AMCR B -0.03%
      CMA D -0.02%
      RHI F -0.02%
      BEN D -0.02%
      PAYC F -0.02%
      IVZ C -0.02%
      GL C -0.02%
      FMC F -0.02%
      RL B -0.02%
      ETSY F -0.02%
      HAS C -0.02%
      AAL F -0.02%
      BWA F -0.02%
      MKTX F -0.02%
      FRT C -0.02%
      NCLH C -0.02%
      DVA B -0.02%
      DAY F -0.02%
      FOXA A -0.02%
      CZR C -0.02%
      MTCH D -0.02%
      GNRC D -0.02%
      WYNN D -0.02%
      HSIC D -0.02%
      MOS F -0.02%
      TPR C -0.02%
      FFIV D -0.02%
      BBWI D -0.02%
      CTLT C -0.02%
      AOS C -0.02%
      REG B -0.02%
      NWSA B -0.02%
      EPAM D -0.02%
      NWS B -0.01%
      PARA F -0.01%
      MHK D -0.01%
      BIO F -0.01%

      EVUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Drug Manufacturers - Major Packaged Foods Business Services Semiconductors Specialty Chemicals Banks - Regional - US Capital Markets Credit Services Diagnostics & Research Health Care Plans Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P Software - Application Utilities - Regulated Electric Asset Management Banks - Global Household & Personal Products Aerospace & Defense
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Bank Computing Banking Chemical Electronics Investment Bank Medicine Mining Beverage Petroleum Industry Telecommunications Aerospace Building Materials Electricity Financial Products

      XVV: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Diagnostics & Research Business Services Semiconductors Banks - Regional - US Asset Management Capital Markets Medical Instruments & Supplies Packaged Foods Specialty Retail Drug Manufacturers - Major Medical Devices Credit Services Health Care Plans Insurance - Property & Casualty REIT - Residential Specialty Chemicals Household & Personal Products Information Technology Services
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Dow Jones Component Natural Gas Electronics Medicine Real Estate Investment Trust Bank Banking Telecommunications Chemical Semiconductor Insurance Products Transport Aerospace Disability Electricity Investment Bank
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