IEDI vs. XJH ETF Comparison
Comparison of iShares Evolved U.S. Discretionary Spending ETF (IEDI) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
IEDI
iShares Evolved U.S. Discretionary Spending ETF
IEDI Description
The investment seeks to provide access to U.S. companies with discretionary spending exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization discretionary spending companies. It will hold common stock of those companies that fall into the Discretionary Spending Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as consumer discretionary companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$54.53
Average Daily Volume
6,271
Number of Holdings
*
176
* may have additional holdings in another (foreign) market
XJH
iShares ESG Screened S&P Mid-Cap ETF
XJH Description
The investment seeks to track the investment results of an index composed of mid-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 MidCap 400 Sustainability Screened Index, which measures the performance of the mid-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
$44.84
Average Daily Volume
13,025
Number of Holdings
*
353
* may have additional holdings in another (foreign) market
Performance
| Period | IEDI | XJH |
|---|---|---|
| 30 Days | 3.26% | 4.58% |
| 60 Days | 4.59% | 5.23% |
| 90 Days | 7.09% | 5.65% |
| 12 Months | 32.06% | 28.94% |
48 Overlapping Holdings
| Symbol | Grade | Weight in IEDI | Weight in XJH | Overlap | |
|---|---|---|---|---|---|
| AN | C | 0.1% | 0.17% | 0.1% | |
| ANF | F | 0.13% | 0.28% | 0.13% | |
| ARMK | B | 0.15% | 0.39% | 0.15% | |
| BJ | A | 0.28% | 0.44% | 0.28% | |
| BLD | D | 0.07% | 0.41% | 0.07% | |
| BURL | B | 0.71% | 0.64% | 0.64% | |
| BYD | B | 0.11% | 0.19% | 0.11% | |
| CASY | A | 0.42% | 0.57% | 0.42% | |
| CHDN | B | 0.2% | 0.39% | 0.2% | |
| CHE | D | 0.1% | 0.32% | 0.1% | |
| CHH | A | 0.1% | 0.12% | 0.1% | |
| CPRI | F | 0.06% | 0.09% | 0.06% | |
| CRI | F | 0.05% | 0.07% | 0.05% | |
| CROX | D | 0.12% | 0.22% | 0.12% | |
| DUOL | A | 0.11% | 0.46% | 0.11% | |
| ELF | C | 0.13% | 0.26% | 0.13% | |
| FIVE | F | 0.16% | 0.18% | 0.16% | |
| FLO | D | 0.07% | 0.16% | 0.07% | |
| FND | D | 0.37% | 0.41% | 0.37% | |
| GAP | C | 0.14% | 0.19% | 0.14% | |
| GME | C | 0.15% | 0.4% | 0.15% | |
| H | B | 0.13% | 0.27% | 0.13% | |
| HRB | D | 0.13% | 0.31% | 0.13% | |
| JWN | D | 0.08% | 0.08% | 0.08% | |
| LAD | A | 0.19% | 0.38% | 0.19% | |
| LAMR | C | 0.05% | 0.42% | 0.05% | |
| LANC | C | 0.06% | 0.13% | 0.06% | |
| LNW | F | 0.07% | 0.31% | 0.07% | |
| M | F | 0.09% | 0.16% | 0.09% | |
| MTN | C | 0.15% | 0.25% | 0.15% | |
| MUSA | B | 0.16% | 0.37% | 0.16% | |
| NYT | D | 0.06% | 0.33% | 0.06% | |
| OLLI | D | 0.22% | 0.21% | 0.21% | |
| PLNT | A | 0.29% | 0.31% | 0.29% | |
| RH | C | 0.16% | 0.18% | 0.16% | |
| SCI | B | 0.2% | 0.46% | 0.2% | |
| SFM | A | 0.38% | 0.54% | 0.38% | |
| SKX | D | 0.14% | 0.31% | 0.14% | |
| TNL | A | 0.06% | 0.14% | 0.06% | |
| TOL | B | 0.16% | 0.6% | 0.16% | |
| TPX | B | 0.14% | 0.36% | 0.14% | |
| TXRH | B | 0.45% | 0.5% | 0.45% | |
| USFD | A | 0.26% | 0.61% | 0.26% | |
| VVV | D | 0.11% | 0.21% | 0.11% | |
| WEN | D | 0.08% | 0.12% | 0.08% | |
| WH | B | 0.17% | 0.29% | 0.17% | |
| WING | D | 0.39% | 0.37% | 0.37% | |
| WSM | C | 0.51% | 0.63% | 0.51% |
IEDI Overweight 128 Positions Relative to XJH
| Symbol | Grade | Weight | |
|---|---|---|---|
| HD | B | 12.26% | |
| AMZN | C | 8.78% | |
| COST | A | 8.55% | |
| WMT | A | 7.56% | |
| TJX | A | 4.58% | |
| LOW | C | 4.3% | |
| CMG | B | 2.85% | |
| ORLY | B | 2.11% | |
| MCD | D | 1.93% | |
| TGT | F | 1.9% | |
| SBUX | A | 1.86% | |
| ROST | D | 1.83% | |
| META | D | 1.68% | |
| HLT | A | 1.31% | |
| MAR | A | 1.29% | |
| NKE | F | 1.1% | |
| AZO | C | 1.08% | |
| UBER | F | 1.02% | |
| TSCO | D | 0.89% | |
| DIS | B | 0.83% | |
| YUM | D | 0.82% | |
| KR | B | 0.81% | |
| DRI | B | 0.74% | |
| V | A | 0.72% | |
| DASH | B | 0.7% | |
| ULTA | F | 0.7% | |
| NFLX | A | 0.69% | |
| CTAS | B | 0.61% | |
| DG | F | 0.53% | |
| DECK | A | 0.51% | |
| RCL | A | 0.5% | |
| ABNB | C | 0.48% | |
| CPRT | B | 0.48% | |
| DPZ | C | 0.47% | |
| FERG | B | 0.46% | |
| DKS | D | 0.45% | |
| CVNA | B | 0.45% | |
| DLTR | F | 0.44% | |
| SQ | A | 0.44% | |
| DKNG | B | 0.4% | |
| PYPL | B | 0.4% | |
| BBY | D | 0.36% | |
| SYY | D | 0.35% | |
| STZ | D | 0.34% | |
| CAVA | B | 0.32% | |
| FAST | B | 0.31% | |
| KMX | B | 0.31% | |
| TPR | B | 0.27% | |
| LYV | A | 0.24% | |
| PG | C | 0.24% | |
| EXPE | B | 0.24% | |
| EBAY | D | 0.23% | |
| ROL | B | 0.22% | |
| PFGC | B | 0.2% | |
| INTU | B | 0.2% | |
| TOST | B | 0.2% | |
| UPS | C | 0.19% | |
| BBWI | C | 0.19% | |
| TSN | B | 0.18% | |
| CCL | A | 0.18% | |
| GPC | D | 0.18% | |
| FRPT | A | 0.15% | |
| ACI | C | 0.15% | |
| HST | C | 0.15% | |
| PINS | F | 0.15% | |
| POOL | C | 0.15% | |
| VFC | C | 0.14% | |
| CZR | F | 0.14% | |
| MGM | D | 0.14% | |
| NCLH | B | 0.14% | |
| GDDY | A | 0.14% | |
| TTWO | A | 0.13% | |
| CL | D | 0.13% | |
| ASO | F | 0.12% | |
| RL | C | 0.12% | |
| SHAK | C | 0.12% | |
| BOOT | C | 0.12% | |
| OMC | C | 0.12% | |
| EAT | A | 0.12% | |
| FDX | B | 0.11% | |
| MKC | C | 0.11% | |
| LUV | C | 0.11% | |
| KTB | B | 0.11% | |
| TKO | A | 0.1% | |
| ABG | C | 0.1% | |
| Z | A | 0.1% | |
| W | D | 0.1% | |
| SIG | B | 0.1% | |
| CPAY | A | 0.09% | |
| GWW | B | 0.09% | |
| RHP | B | 0.09% | |
| MAS | D | 0.09% | |
| AEO | F | 0.09% | |
| SHOO | F | 0.09% | |
| HOOD | B | 0.09% | |
| SJM | D | 0.08% | |
| SNAP | D | 0.08% | |
| HSIC | C | 0.08% | |
| ALK | B | 0.08% | |
| BFAM | D | 0.08% | |
| URBN | C | 0.08% | |
| IPG | D | 0.08% | |
| UAL | A | 0.08% | |
| CBOE | C | 0.07% | |
| CLX | A | 0.07% | |
| AFRM | A | 0.07% | |
| FUN | C | 0.07% | |
| MSGS | A | 0.07% | |
| AAP | D | 0.07% | |
| UHAL | D | 0.07% | |
| FCFS | F | 0.07% | |
| KSS | F | 0.07% | |
| SITE | F | 0.07% | |
| LYFT | C | 0.07% | |
| WBA | F | 0.06% | |
| PZZA | F | 0.06% | |
| CNK | C | 0.06% | |
| EA | A | 0.06% | |
| CAG | F | 0.06% | |
| FL | F | 0.06% | |
| IT | C | 0.06% | |
| FOUR | A | 0.06% | |
| AAL | B | 0.06% | |
| RHI | C | 0.06% | |
| GEN | B | 0.06% | |
| RRR | F | 0.06% | |
| HAS | D | 0.05% | |
| LW | C | 0.05% |
IEDI Underweight 305 Positions Relative to XJH
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | -0.88% | |
| ILMN | C | -0.85% | |
| CSL | C | -0.78% | |
| LII | A | -0.75% | |
| IBKR | A | -0.73% | |
| WSO | A | -0.69% | |
| RPM | A | -0.66% | |
| MANH | D | -0.65% | |
| UTHR | C | -0.65% | |
| XPO | B | -0.65% | |
| OC | A | -0.64% | |
| RS | B | -0.64% | |
| DT | D | -0.61% | |
| THC | D | -0.59% | |
| FIX | A | -0.59% | |
| FNF | B | -0.59% | |
| COHR | B | -0.58% | |
| PSTG | D | -0.58% | |
| GGG | B | -0.57% | |
| RGA | A | -0.57% | |
| EWBC | A | -0.54% | |
| ACM | B | -0.54% | |
| AVTR | F | -0.54% | |
| SAIA | B | -0.54% | |
| CW | C | -0.52% | |
| RNR | C | -0.51% | |
| GLPI | C | -0.5% | |
| ELS | C | -0.5% | |
| CLH | C | -0.48% | |
| ITT | A | -0.47% | |
| NBIX | C | -0.47% | |
| JLL | D | -0.47% | |
| BMRN | F | -0.47% | |
| NVT | B | -0.46% | |
| AMH | C | -0.45% | |
| EQH | C | -0.45% | |
| UNM | A | -0.45% | |
| SF | B | -0.45% | |
| JEF | A | -0.45% | |
| WPC | C | -0.45% | |
| ATR | B | -0.44% | |
| LECO | C | -0.44% | |
| RRX | B | -0.43% | |
| CUBE | C | -0.41% | |
| FHN | A | -0.41% | |
| TTEK | F | -0.41% | |
| KNSL | B | -0.4% | |
| AA | A | -0.4% | |
| EVR | B | -0.4% | |
| CCK | D | -0.4% | |
| EHC | B | -0.39% | |
| AFG | A | -0.39% | |
| WBS | A | -0.39% | |
| OHI | C | -0.39% | |
| EXP | B | -0.39% | |
| WWD | C | -0.39% | |
| AIT | B | -0.39% | |
| SRPT | F | -0.39% | |
| EXEL | B | -0.38% | |
| PRI | B | -0.38% | |
| CIEN | C | -0.38% | |
| AYI | B | -0.38% | |
| INGR | C | -0.37% | |
| HLI | A | -0.37% | |
| NLY | C | -0.37% | |
| ALLY | C | -0.37% | |
| PNFP | B | -0.36% | |
| WTRG | B | -0.36% | |
| DTM | A | -0.36% | |
| GMED | A | -0.35% | |
| WMS | F | -0.35% | |
| RGLD | C | -0.35% | |
| DCI | B | -0.35% | |
| WCC | B | -0.35% | |
| FBIN | D | -0.35% | |
| BRBR | A | -0.35% | |
| PCTY | C | -0.34% | |
| AXTA | B | -0.34% | |
| AAON | B | -0.34% | |
| CFR | B | -0.34% | |
| KNX | C | -0.34% | |
| PEN | B | -0.34% | |
| REXR | F | -0.34% | |
| BRX | A | -0.33% | |
| WTFC | A | -0.33% | |
| SNX | D | -0.33% | |
| ZION | B | -0.33% | |
| ORI | A | -0.33% | |
| CBSH | B | -0.32% | |
| CR | A | -0.32% | |
| MTZ | B | -0.32% | |
| GPK | C | -0.32% | |
| TTC | C | -0.32% | |
| MEDP | D | -0.32% | |
| CNM | D | -0.31% | |
| SSB | B | -0.31% | |
| ONTO | F | -0.31% | |
| X | B | -0.31% | |
| EGP | D | -0.31% | |
| HQY | A | -0.31% | |
| PB | B | -0.3% | |
| VOYA | B | -0.3% | |
| SEIC | B | -0.3% | |
| SNV | C | -0.3% | |
| UFPI | C | -0.3% | |
| BERY | C | -0.29% | |
| ADC | A | -0.29% | |
| MKSI | C | -0.29% | |
| JAZZ | B | -0.29% | |
| NNN | C | -0.29% | |
| FYBR | C | -0.29% | |
| TREX | C | -0.29% | |
| SSD | F | -0.29% | |
| FLS | B | -0.29% | |
| RLI | A | -0.28% | |
| MIDD | C | -0.28% | |
| TMHC | C | -0.28% | |
| EXLS | B | -0.28% | |
| MTSI | B | -0.28% | |
| OLED | F | -0.28% | |
| G | B | -0.28% | |
| RGEN | D | -0.28% | |
| WEX | D | -0.28% | |
| CVLT | B | -0.28% | |
| KEX | B | -0.28% | |
| LPX | B | -0.27% | |
| MASI | B | -0.27% | |
| GTLS | A | -0.27% | |
| GXO | B | -0.27% | |
| ALV | C | -0.27% | |
| COKE | C | -0.27% | |
| R | B | -0.27% | |
| ESAB | C | -0.27% | |
| RYAN | A | -0.27% | |
| OSK | C | -0.27% | |
| MSA | F | -0.26% | |
| HALO | F | -0.26% | |
| CMC | B | -0.26% | |
| VMI | B | -0.26% | |
| DINO | D | -0.26% | |
| VNO | C | -0.26% | |
| FCN | F | -0.26% | |
| FR | D | -0.26% | |
| CGNX | D | -0.26% | |
| ONB | C | -0.26% | |
| LSCC | D | -0.26% | |
| GNTX | C | -0.26% | |
| DOCS | C | -0.25% | |
| COLB | B | -0.25% | |
| DAR | C | -0.25% | |
| KD | B | -0.25% | |
| AZPN | A | -0.25% | |
| DBX | B | -0.25% | |
| STAG | D | -0.25% | |
| LSTR | D | -0.25% | |
| FAF | A | -0.25% | |
| WHR | B | -0.24% | |
| HR | B | -0.24% | |
| NOV | C | -0.24% | |
| GBCI | B | -0.24% | |
| MTG | C | -0.24% | |
| CYTK | F | -0.24% | |
| CBT | D | -0.23% | |
| VNT | C | -0.23% | |
| BRKR | D | -0.23% | |
| SIGI | C | -0.23% | |
| NOVT | D | -0.23% | |
| ARW | D | -0.23% | |
| WFRD | D | -0.23% | |
| LFUS | D | -0.23% | |
| ALTR | B | -0.23% | |
| STWD | C | -0.23% | |
| UBSI | B | -0.22% | |
| HOMB | A | -0.22% | |
| AGCO | D | -0.22% | |
| RMBS | B | -0.22% | |
| LITE | B | -0.22% | |
| JHG | B | -0.22% | |
| WTS | B | -0.22% | |
| PVH | C | -0.22% | |
| THO | B | -0.22% | |
| THG | A | -0.22% | |
| KRG | B | -0.22% | |
| CHX | C | -0.22% | |
| ESNT | F | -0.22% | |
| FNB | A | -0.22% | |
| CRUS | D | -0.21% | |
| CADE | B | -0.21% | |
| UMBF | B | -0.21% | |
| QLYS | B | -0.21% | |
| CLF | F | -0.21% | |
| AMG | B | -0.21% | |
| LNTH | D | -0.21% | |
| ALTM | B | -0.21% | |
| KBH | D | -0.21% | |
| SLM | A | -0.2% | |
| FFIN | B | -0.2% | |
| KNF | B | -0.2% | |
| BC | C | -0.2% | |
| APPF | B | -0.2% | |
| GATX | A | -0.2% | |
| LEA | F | -0.2% | |
| BDC | C | -0.19% | |
| HXL | F | -0.19% | |
| ST | F | -0.19% | |
| SON | F | -0.19% | |
| UGI | C | -0.19% | |
| EXPO | D | -0.19% | |
| NXST | C | -0.19% | |
| ROIV | C | -0.19% | |
| AM | A | -0.19% | |
| OZK | B | -0.19% | |
| HWC | B | -0.19% | |
| POST | C | -0.19% | |
| HAE | C | -0.18% | |
| CUZ | B | -0.18% | |
| AVT | C | -0.18% | |
| AVNT | B | -0.18% | |
| IRT | A | -0.18% | |
| NJR | A | -0.18% | |
| WMG | D | -0.18% | |
| VLY | B | -0.18% | |
| LOPE | C | -0.18% | |
| TKR | D | -0.18% | |
| MMS | F | -0.18% | |
| EEFT | B | -0.17% | |
| DLB | B | -0.17% | |
| SLGN | A | -0.17% | |
| SWX | B | -0.17% | |
| TCBI | C | -0.16% | |
| ASGN | F | -0.16% | |
| BCO | F | -0.16% | |
| KRC | B | -0.16% | |
| NEU | D | -0.16% | |
| CELH | F | -0.16% | |
| OGS | A | -0.16% | |
| WLK | D | -0.16% | |
| SBRA | C | -0.16% | |
| KMPR | A | -0.16% | |
| ORA | B | -0.16% | |
| IBOC | B | -0.15% | |
| MSM | C | -0.15% | |
| HOG | D | -0.15% | |
| ENS | F | -0.15% | |
| RYN | D | -0.15% | |
| ASB | B | -0.15% | |
| CNO | B | -0.15% | |
| XRAY | F | -0.14% | |
| ACHC | F | -0.14% | |
| OPCH | D | -0.14% | |
| ASH | F | -0.14% | |
| SR | A | -0.14% | |
| FHI | B | -0.13% | |
| EPR | C | -0.13% | |
| VAL | F | -0.13% | |
| BLKB | B | -0.13% | |
| CDP | C | -0.13% | |
| SLAB | F | -0.13% | |
| NVST | B | -0.13% | |
| TEX | F | -0.13% | |
| IRDM | D | -0.13% | |
| PII | F | -0.13% | |
| POWI | F | -0.13% | |
| ZI | D | -0.12% | |
| PK | C | -0.12% | |
| PAG | B | -0.12% | |
| ALGM | D | -0.12% | |
| PBF | D | -0.12% | |
| BHF | C | -0.12% | |
| SMG | C | -0.12% | |
| GHC | B | -0.12% | |
| FLG | D | -0.12% | |
| YETI | D | -0.12% | |
| COLM | C | -0.11% | |
| COTY | F | -0.11% | |
| LIVN | F | -0.11% | |
| SAM | C | -0.11% | |
| TDC | D | -0.11% | |
| NEOG | F | -0.11% | |
| AMKR | D | -0.11% | |
| AMED | F | -0.11% | |
| NSA | C | -0.11% | |
| SYNA | C | -0.11% | |
| VAC | C | -0.11% | |
| PCH | F | -0.11% | |
| MAN | F | -0.11% | |
| WU | F | -0.1% | |
| ENOV | C | -0.1% | |
| VC | F | -0.1% | |
| ARWR | D | -0.1% | |
| GT | C | -0.1% | |
| NSP | F | -0.1% | |
| CXT | C | -0.1% | |
| HGV | C | -0.1% | |
| PPC | C | -0.08% | |
| IPGP | D | -0.08% | |
| AZTA | D | -0.08% | |
| RCM | A | -0.08% | |
| GEF | A | -0.07% | |
| CAR | C | -0.07% | |
| VSH | F | -0.07% | |
| UAA | C | -0.07% | |
| CNXC | F | -0.07% | |
| UA | C | -0.05% | |
| MAGN | D | -0.01% |
IEDI: Top Represented Industries & Keywords
Industries:
Specialty Retail
Restaurants
Apparel Stores
Leisure
Discount Stores
Packaged Foods
Footwear & Accessories
Lodging
Software - Application
Apparel Manufacturing
Auto & Truck Dealerships
Media - Diversified
Resorts & Casinos
Airlines
Grocery Stores
Household & Personal Products
Industrial Distribution
Internet Content & Information
Business Services
Credit Services
XJH: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Biotechnology
Diversified Industrials
Software - Application
Business Services
Packaging & Containers
Semiconductors
Building Materials
REIT - Diversified
Specialty Chemicals
Apparel Manufacturing
Asset Management
Medical Care
Packaged Foods
REIT - Industrial
Scientific & Technical Instruments
Specialty Retail
Diagnostics & Research
Engineering & Construction
Insurance - Property & Casualty
Compare ETFs
