IMCV vs. SUSA ETF Comparison
Comparison of iShares Morningstar Mid-Cap Value ETF (IMCV) to iShares MSCI USA ESG Select ETF (SUSA)
IMCV
iShares Morningstar Mid-Cap Value ETF
IMCV Description
The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Value IndexSM composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited âvalueâ characteristics as determined by Morningstar, Inc. (Morningstar or the index providerâ) proprietary index methodology.
Grade (RS Rating)
Last Trade
$70.26
Average Daily Volume
17,577
Number of Holdings
*
310
* may have additional holdings in another (foreign) market
SUSA
iShares MSCI USA ESG Select ETF
SUSA Description
iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.Grade (RS Rating)
Last Trade
$112.48
Average Daily Volume
62,490
Number of Holdings
*
174
* may have additional holdings in another (foreign) market
Performance
| Period | IMCV | SUSA |
|---|---|---|
| 30 Days | -1.89% | 2.46% |
| 60 Days | 0.36% | 7.00% |
| 90 Days | -2.73% | 3.30% |
| 12 Months | 15.21% | 25.12% |
70 Overlapping Holdings
| Symbol | Grade | Weight in IMCV | Weight in SUSA | Overlap | |
|---|---|---|---|---|---|
| AKAM | F | 0.14% | 0.09% | 0.09% | |
| AVTR | D | 0.29% | 0.09% | 0.09% | |
| BALL | D | 0.25% | 0.15% | 0.15% | |
| BBY | B | 0.35% | 0.58% | 0.35% | |
| BG | B | 0.31% | 0.57% | 0.31% | |
| BIIB | C | 0.67% | 0.12% | 0.12% | |
| BK | B | 0.91% | 0.56% | 0.56% | |
| BKR | B | 0.27% | 0.43% | 0.27% | |
| CARR | B | 0.57% | 0.2% | 0.2% | |
| CBRE | C | 0.3% | 0.78% | 0.3% | |
| CCI | D | 0.56% | 0.59% | 0.56% | |
| CHD | C | 0.17% | 0.23% | 0.17% | |
| CHRW | B | 0.21% | 0.6% | 0.21% | |
| CLX | D | 0.19% | 0.51% | 0.19% | |
| CMI | C | 0.42% | 0.56% | 0.42% | |
| CNH | F | 0.2% | 0.17% | 0.17% | |
| COO | D | 0.16% | 0.2% | 0.16% | |
| DGX | B | 0.32% | 0.42% | 0.32% | |
| EA | B | 0.27% | 0.65% | 0.27% | |
| ED | D | 0.64% | 0.27% | 0.27% | |
| ES | D | 0.41% | 0.41% | 0.41% | |
| EXPD | B | 0.22% | 0.98% | 0.22% | |
| FERG | D | 0.82% | 0.78% | 0.78% | |
| FIS | B | 0.93% | 0.27% | 0.27% | |
| GIS | C | 0.77% | 0.86% | 0.77% | |
| HBAN | C | 0.36% | 0.41% | 0.36% | |
| HOLX | D | 0.35% | 0.19% | 0.19% | |
| HPE | B | 0.56% | 0.74% | 0.56% | |
| HPQ | B | 0.64% | 0.22% | 0.22% | |
| IFF | B | 0.5% | 0.18% | 0.18% | |
| IPG | F | 0.23% | 0.13% | 0.13% | |
| IRM | A | 0.28% | 0.18% | 0.18% | |
| JCI | B | 0.48% | 0.27% | 0.27% | |
| K | D | 0.31% | 1.29% | 0.31% | |
| KEYS | D | 0.26% | 0.33% | 0.26% | |
| KHC | D | 0.53% | 0.09% | 0.09% | |
| KMB | B | 0.59% | 0.46% | 0.46% | |
| KMI | A | 0.8% | 0.35% | 0.35% | |
| KR | D | 0.69% | 0.19% | 0.19% | |
| LH | C | 0.36% | 0.17% | 0.17% | |
| LKQ | F | 0.16% | 0.58% | 0.16% | |
| LNG | B | 0.31% | 0.69% | 0.31% | |
| MKC | D | 0.16% | 0.12% | 0.12% | |
| MOH | F | 0.12% | 0.22% | 0.12% | |
| NDAQ | C | 0.33% | 0.21% | 0.21% | |
| NEM | B | 0.98% | 0.17% | 0.17% | |
| NTRS | D | 0.35% | 0.15% | 0.15% | |
| NUE | F | 0.79% | 0.13% | 0.13% | |
| NXPI | B | 0.84% | 0.51% | 0.51% | |
| OC | C | 0.32% | 0.1% | 0.1% | |
| OKE | B | 0.97% | 1.19% | 0.97% | |
| PNR | D | 0.11% | 0.9% | 0.11% | |
| PPG | D | 0.28% | 0.09% | 0.09% | |
| PRU | A | 0.87% | 0.82% | 0.82% | |
| PWR | B | 0.22% | 0.1% | 0.1% | |
| RF | C | 0.36% | 0.44% | 0.36% | |
| RIVN | C | 0.14% | 0.1% | 0.1% | |
| STT | C | 0.46% | 0.11% | 0.11% | |
| STX | B | 0.44% | 0.11% | 0.11% | |
| SYF | B | 0.36% | 0.14% | 0.14% | |
| TFC | C | 1.0% | 0.09% | 0.09% | |
| TRGP | A | 0.26% | 0.53% | 0.26% | |
| TRMB | D | 0.13% | 0.22% | 0.13% | |
| TRV | D | 0.62% | 0.4% | 0.4% | |
| TSCO | C | 0.28% | 0.28% | 0.28% | |
| VLTO | B | 0.17% | 0.49% | 0.17% | |
| WAT | D | 0.13% | 0.53% | 0.13% | |
| WELL | B | 0.45% | 0.24% | 0.24% | |
| WSM | C | 0.23% | 0.5% | 0.23% | |
| ZBH | D | 0.43% | 0.23% | 0.23% |
IMCV Overweight 240 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| GM | B | 1.13% | |
| PCAR | D | 1.13% | |
| WMB | A | 1.06% | |
| COF | D | 1.04% | |
| AIG | C | 1.04% | |
| SPG | B | 0.98% | |
| F | C | 0.96% | |
| AEP | D | 0.94% | |
| DHI | D | 0.89% | |
| MRNA | C | 0.88% | |
| ALL | C | 0.87% | |
| D | D | 0.85% | |
| LHX | A | 0.82% | |
| PCG | C | 0.78% | |
| DOW | D | 0.78% | |
| COR | B | 0.76% | |
| LEN | D | 0.76% | |
| CNC | D | 0.74% | |
| EXC | D | 0.71% | |
| CTSH | C | 0.7% | |
| ADM | F | 0.66% | |
| GLW | A | 0.63% | |
| XEL | D | 0.6% | |
| HIG | A | 0.59% | |
| EIX | D | 0.57% | |
| DG | D | 0.57% | |
| TROW | B | 0.54% | |
| MCHP | D | 0.51% | |
| WEC | D | 0.51% | |
| O | D | 0.51% | |
| MTB | C | 0.5% | |
| LYB | C | 0.5% | |
| TEL | B | 0.49% | |
| DELL | B | 0.49% | |
| PHM | D | 0.49% | |
| DTE | D | 0.47% | |
| NVR | C | 0.47% | |
| FITB | C | 0.47% | |
| WDC | B | 0.47% | |
| PEG | B | 0.46% | |
| ETR | D | 0.46% | |
| CTVA | C | 0.46% | |
| PPL | C | 0.42% | |
| FANG | C | 0.41% | |
| DVN | C | 0.41% | |
| APO | A | 0.41% | |
| WY | F | 0.4% | |
| FE | D | 0.4% | |
| STLD | D | 0.4% | |
| AMP | A | 0.39% | |
| LDOS | A | 0.39% | |
| PFG | C | 0.39% | |
| EXR | B | 0.39% | |
| ON | D | 0.38% | |
| URI | C | 0.38% | |
| NTAP | B | 0.36% | |
| BLDR | F | 0.36% | |
| EBAY | B | 0.35% | |
| OMC | D | 0.35% | |
| BAX | D | 0.35% | |
| STZ | B | 0.34% | |
| DLR | B | 0.34% | |
| EQR | A | 0.34% | |
| SWKS | B | 0.34% | |
| PKG | B | 0.33% | |
| RCL | A | 0.33% | |
| RS | D | 0.33% | |
| MRO | B | 0.33% | |
| GEHC | C | 0.33% | |
| DD | B | 0.33% | |
| AVB | A | 0.33% | |
| DFS | B | 0.32% | |
| CFG | C | 0.32% | |
| CAH | B | 0.31% | |
| TSN | C | 0.31% | |
| MAS | D | 0.31% | |
| CCL | B | 0.31% | |
| IP | A | 0.31% | |
| UTHR | A | 0.3% | |
| OTIS | C | 0.29% | |
| GEN | B | 0.29% | |
| L | C | 0.29% | |
| VST | B | 0.29% | |
| AMCR | B | 0.29% | |
| DAL | D | 0.29% | |
| CE | D | 0.29% | |
| SSNC | B | 0.28% | |
| WTW | B | 0.28% | |
| GRMN | B | 0.28% | |
| VICI | D | 0.28% | |
| DLTR | F | 0.28% | |
| ACGL | A | 0.28% | |
| CAG | C | 0.27% | |
| CF | D | 0.27% | |
| RVTY | C | 0.27% | |
| RGA | B | 0.27% | |
| IQV | D | 0.27% | |
| AES | D | 0.26% | |
| KIM | B | 0.26% | |
| NI | B | 0.26% | |
| SWK | D | 0.26% | |
| KEY | C | 0.26% | |
| WRK | D | 0.26% | |
| LNT | C | 0.26% | |
| FNF | D | 0.25% | |
| GPC | D | 0.25% | |
| WPC | D | 0.25% | |
| ATO | B | 0.25% | |
| CMS | D | 0.25% | |
| EQH | A | 0.25% | |
| RJF | C | 0.25% | |
| CNP | B | 0.25% | |
| SJM | F | 0.24% | |
| EVRG | D | 0.24% | |
| AEE | D | 0.24% | |
| EMN | C | 0.24% | |
| ARE | C | 0.24% | |
| OVV | D | 0.24% | |
| VTRS | D | 0.24% | |
| UHS | B | 0.23% | |
| NRG | B | 0.23% | |
| TER | B | 0.23% | |
| AWK | C | 0.23% | |
| DOV | B | 0.23% | |
| VTR | A | 0.23% | |
| JNPR | B | 0.23% | |
| WBA | F | 0.23% | |
| GPN | F | 0.22% | |
| GLPI | C | 0.22% | |
| ALB | F | 0.22% | |
| QRVO | B | 0.22% | |
| NLY | B | 0.21% | |
| MAA | B | 0.21% | |
| ILMN | D | 0.21% | |
| NWSA | A | 0.21% | |
| FTV | D | 0.21% | |
| RPRX | D | 0.21% | |
| AVY | B | 0.21% | |
| APA | D | 0.21% | |
| BXP | B | 0.2% | |
| LUV | B | 0.2% | |
| DRI | C | 0.2% | |
| UAL | D | 0.2% | |
| TAP | F | 0.19% | |
| AR | B | 0.19% | |
| WAB | D | 0.19% | |
| CPNG | D | 0.19% | |
| DOC | B | 0.19% | |
| ESS | B | 0.19% | |
| FOXA | A | 0.18% | |
| CINF | C | 0.18% | |
| TXT | D | 0.18% | |
| CPB | D | 0.18% | |
| CHK | D | 0.18% | |
| MOS | D | 0.18% | |
| CTRA | C | 0.18% | |
| SNA | D | 0.17% | |
| ULTA | D | 0.17% | |
| ACI | F | 0.17% | |
| INVH | A | 0.17% | |
| CG | D | 0.17% | |
| PNW | C | 0.17% | |
| EG | B | 0.17% | |
| ACM | C | 0.16% | |
| BWA | F | 0.16% | |
| GL | C | 0.16% | |
| ALGN | F | 0.16% | |
| DINO | D | 0.16% | |
| HSIC | D | 0.16% | |
| UNM | C | 0.16% | |
| ZBRA | C | 0.16% | |
| KNX | C | 0.15% | |
| TDY | D | 0.15% | |
| SCI | B | 0.15% | |
| CLF | F | 0.15% | |
| FLEX | C | 0.15% | |
| EME | B | 0.15% | |
| EXPE | B | 0.15% | |
| J | D | 0.14% | |
| JAZZ | F | 0.14% | |
| SNX | C | 0.14% | |
| WSO | B | 0.14% | |
| CPAY | D | 0.14% | |
| POOL | F | 0.13% | |
| HRL | F | 0.13% | |
| SNAP | B | 0.13% | |
| AGCO | F | 0.13% | |
| BJ | A | 0.13% | |
| CPT | A | 0.13% | |
| MKL | C | 0.13% | |
| SUI | C | 0.13% | |
| BEN | D | 0.13% | |
| UDR | B | 0.13% | |
| CRL | F | 0.12% | |
| CUBE | B | 0.12% | |
| CCK | D | 0.12% | |
| AFG | D | 0.12% | |
| BAH | B | 0.12% | |
| XPO | D | 0.12% | |
| WRB | B | 0.12% | |
| REG | B | 0.12% | |
| TRU | C | 0.11% | |
| USFD | A | 0.11% | |
| WTRG | C | 0.11% | |
| FFIV | D | 0.11% | |
| TFX | D | 0.11% | |
| KMX | C | 0.11% | |
| RRX | F | 0.11% | |
| RHI | D | 0.1% | |
| RNR | B | 0.1% | |
| AMH | B | 0.1% | |
| ALLE | D | 0.1% | |
| RPM | C | 0.1% | |
| FOX | A | 0.09% | |
| CASY | B | 0.09% | |
| HII | C | 0.09% | |
| EQT | D | 0.09% | |
| JBL | F | 0.09% | |
| ELS | C | 0.08% | |
| AOS | D | 0.08% | |
| Z | C | 0.08% | |
| CZR | C | 0.08% | |
| CLH | A | 0.08% | |
| LBRDK | D | 0.07% | |
| BIO | D | 0.07% | |
| UHAL | D | 0.07% | |
| WLK | D | 0.06% | |
| MTN | F | 0.06% | |
| NWS | A | 0.06% | |
| KBR | C | 0.06% | |
| PAG | D | 0.06% | |
| CHE | D | 0.05% | |
| AGR | D | 0.05% | |
| ETSY | F | 0.05% | |
| SIRI | F | 0.04% | |
| COTY | D | 0.04% | |
| ZG | C | 0.03% | |
| LEN | D | 0.03% | |
| UHAL | D | 0.01% | |
| LBRDA | D | 0.01% |
IMCV Underweight 104 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -6.72% | |
| MSFT | A | -5.09% | |
| AAPL | B | -4.93% | |
| GOOGL | A | -2.16% | |
| GOOG | A | -1.8% | |
| KO | A | -1.76% | |
| HD | C | -1.59% | |
| LLY | A | -1.59% | |
| ECL | A | -1.44% | |
| TT | B | -1.36% | |
| TXN | B | -1.34% | |
| AMAT | B | -1.25% | |
| ADBE | C | -1.18% | |
| ADP | B | -1.17% | |
| CRH | D | -1.12% | |
| INTU | C | -1.1% | |
| TSLA | C | -1.02% | |
| GILD | C | -0.97% | |
| V | C | -0.96% | |
| CRM | D | -0.96% | |
| PEP | C | -0.94% | |
| MA | C | -0.91% | |
| MS | B | -0.9% | |
| AXP | C | -0.89% | |
| DECK | C | -0.88% | |
| ZTS | C | -0.87% | |
| CDNS | B | -0.82% | |
| AMGN | B | -0.79% | |
| AVGO | C | -0.79% | |
| ELV | B | -0.77% | |
| LRCX | B | -0.75% | |
| MRK | A | -0.74% | |
| ADSK | B | -0.73% | |
| NOW | B | -0.71% | |
| DHR | C | -0.71% | |
| LOW | D | -0.68% | |
| IBM | B | -0.68% | |
| GWW | D | -0.66% | |
| MMM | B | -0.66% | |
| CSCO | C | -0.65% | |
| XYL | C | -0.63% | |
| ACN | C | -0.63% | |
| DIS | C | -0.61% | |
| IDXX | D | -0.57% | |
| SPGI | B | -0.56% | |
| INTC | F | -0.54% | |
| VZ | B | -0.53% | |
| MCO | A | -0.53% | |
| EQIX | D | -0.52% | |
| BR | B | -0.52% | |
| AMD | B | -0.49% | |
| PG | A | -0.49% | |
| WDAY | D | -0.46% | |
| EW | B | -0.46% | |
| A | C | -0.43% | |
| LII | B | -0.42% | |
| FBIN | D | -0.41% | |
| SLB | C | -0.39% | |
| PGR | C | -0.38% | |
| AMT | C | -0.38% | |
| SNPS | B | -0.36% | |
| COST | B | -0.34% | |
| BKNG | A | -0.33% | |
| STE | D | -0.32% | |
| VLO | C | -0.32% | |
| MMC | B | -0.31% | |
| WST | F | -0.27% | |
| TGT | C | -0.27% | |
| DVA | B | -0.26% | |
| ANSS | D | -0.25% | |
| AXON | D | -0.25% | |
| HCA | A | -0.25% | |
| PNC | D | -0.24% | |
| NFLX | B | -0.23% | |
| PANW | B | -0.22% | |
| VRTX | B | -0.2% | |
| TWLO | D | -0.19% | |
| APTV | F | -0.19% | |
| FSLR | C | -0.19% | |
| MU | C | -0.18% | |
| HUBS | C | -0.17% | |
| MELI | C | -0.17% | |
| MTD | B | -0.16% | |
| FDS | D | -0.15% | |
| KDP | A | -0.15% | |
| TEAM | D | -0.14% | |
| MRVL | C | -0.13% | |
| QCOM | C | -0.13% | |
| ANET | B | -0.13% | |
| PTC | C | -0.13% | |
| REGN | A | -0.12% | |
| CAT | C | -0.12% | |
| MDB | D | -0.11% | |
| GE | D | -0.11% | |
| HUM | C | -0.11% | |
| IT | B | -0.1% | |
| LIN | B | -0.1% | |
| ALNY | A | -0.1% | |
| HAL | D | -0.09% | |
| SOLV | F | -0.09% | |
| DXCM | D | -0.09% | |
| LULU | F | -0.09% | |
| SNOW | F | -0.08% | |
| RGEN | F | -0.07% |
IMCV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
REIT - Residential
Oil & Gas E&P
Asset Management
Diagnostics & Research
Packaged Foods
Specialty Retail
Banks - Regional - US
Business Services
Insurance - Property & Casualty
Specialty Chemicals
Diversified Industrials
Engineering & Construction
Packaging & Containers
Utilities - Diversified
Oil & Gas Midstream
REIT - Diversified
Scientific & Technical Instruments
Semiconductors
Biotechnology
SUSA: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Semiconductors
Diversified Industrials
Drug Manufacturers - Major
Specialty Chemicals
Banks - Regional - US
Biotechnology
Business Services
Capital Markets
Credit Services
Household & Personal Products
Medical Instruments & Supplies
Oil & Gas Midstream
Packaged Foods
Specialty Retail
Asset Management
Beverages - Soft Drinks
Health Care Plans
Information Technology Services
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