IVE vs. ESMV ETF Comparison

Comparison of iShares S&P 500 Value ETF (IVE) to iShares ESG MSCI USA Min Vol Factor ETF (ESMV)
IVE

iShares S&P 500 Value ETF

IVE Description

The investment seeks to track the investment results of an index composed of large-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. It seeks to track the investment results of the S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$203.74

Average Daily Volume

513,295

Number of Holdings *

436

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

iShares ESG MSCI USA Min Vol Factor ETF

ESMV Description iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States

Grade (RS Rating)

Last Trade

$29.49

Average Daily Volume

4,983

Number of Holdings *

150

* may have additional holdings in another (foreign) market
Performance
Period IVE ESMV
30 Days 2.72% 2.11%
60 Days 3.94% 2.84%
90 Days 6.02% 4.91%
12 Months 26.65% 24.44%
120 Overlapping Holdings
Symbol Grade Weight in IVE Weight in ESMV Overlap
ACN C 0.48% 1.33% 0.48%
ADP B 0.35% 1.43% 0.35%
ADSK A 0.15% 0.23% 0.15%
AIZ A 0.05% 0.19% 0.05%
AJG B 0.15% 0.25% 0.15%
AKAM D 0.03% 0.3% 0.03%
AMCR D 0.07% 0.34% 0.07%
AMGN D 0.72% 1.2% 0.72%
AON A 0.19% 0.06% 0.06%
AWK D 0.12% 0.22% 0.12%
AZO C 0.08% 0.41% 0.08%
BMY B 0.54% 0.28% 0.28%
BR A 0.05% 0.31% 0.05%
CAH B 0.14% 0.08% 0.08%
CBRE B 0.18% 0.51% 0.18%
CHD B 0.07% 0.41% 0.07%
CHRW C 0.06% 0.49% 0.06%
CI F 0.42% 0.44% 0.42%
CL D 0.22% 1.21% 0.22%
CLX B 0.1% 0.34% 0.1%
CMCSA B 0.78% 0.09% 0.09%
CME A 0.24% 0.43% 0.24%
CMS C 0.1% 0.58% 0.1%
COR B 0.2% 0.77% 0.2%
CPB D 0.04% 0.33% 0.04%
CSCO B 1.09% 1.48% 1.09%
CTSH B 0.18% 0.3% 0.18%
CVX A 1.29% 0.34% 0.34%
DGX A 0.08% 0.7% 0.08%
DPZ C 0.04% 0.13% 0.04%
EA A 0.1% 1.31% 0.1%
ECL D 0.14% 0.32% 0.14%
ED D 0.16% 1.26% 0.16%
ELV F 0.44% 0.51% 0.44%
EQIX A 0.21% 0.74% 0.21%
ES D 0.1% 0.4% 0.1%
EXC C 0.18% 0.05% 0.05%
FAST B 0.11% 0.08% 0.08%
FFIV B 0.07% 0.12% 0.07%
FI A 0.27% 0.34% 0.27%
FSLR F 0.1% 0.19% 0.1%
GEN B 0.08% 0.38% 0.08%
GILD C 0.52% 1.29% 0.52%
GIS D 0.16% 1.22% 0.16%
GWW B 0.06% 1.68% 0.06%
HD A 1.2% 1.39% 1.2%
HII D 0.04% 0.06% 0.04%
HOLX D 0.09% 0.51% 0.09%
HON B 0.7% 0.69% 0.69%
HPE B 0.13% 0.75% 0.13%
HRL D 0.04% 0.35% 0.04%
HUM C 0.16% 0.31% 0.16%
IBM C 0.89% 1.66% 0.89%
ICE C 0.42% 0.39% 0.39%
INCY C 0.06% 0.26% 0.06%
INTC D 0.49% 0.34% 0.34%
JCI C 0.26% 0.24% 0.24%
JKHY D 0.06% 0.13% 0.06%
JNJ D 1.74% 0.97% 0.97%
JNPR F 0.06% 0.45% 0.06%
K A 0.1% 0.86% 0.1%
KDP D 0.17% 0.16% 0.16%
KEYS A 0.12% 0.83% 0.12%
KHC F 0.13% 0.34% 0.13%
KMB D 0.21% 0.55% 0.21%
KO D 0.69% 0.79% 0.69%
KR B 0.18% 1.09% 0.18%
LDOS C 0.1% 0.11% 0.1%
LIN D 0.49% 0.1% 0.1%
LKQ D 0.05% 0.3% 0.05%
LOW D 0.72% 0.89% 0.72%
MA C 0.57% 0.97% 0.57%
MCD D 0.55% 1.02% 0.55%
MCK B 0.37% 1.38% 0.37%
MKC D 0.09% 0.12% 0.09%
MMC B 0.25% 1.4% 0.25%
MPC D 0.11% 0.1% 0.1%
MRK F 0.69% 1.01% 0.69%
MSI B 0.16% 1.81% 0.16%
NEE D 0.74% 0.5% 0.5%
NEM D 0.22% 0.99% 0.22%
NOC D 0.32% 1.43% 0.32%
NTAP C 0.07% 0.15% 0.07%
NXPI D 0.07% 0.32% 0.07%
OKE A 0.11% 1.24% 0.11%
OTIS C 0.11% 0.21% 0.11%
PEG A 0.21% 1.64% 0.21%
PEP F 0.65% 1.01% 0.65%
PG A 1.14% 1.06% 1.06%
PGR A 0.35% 1.33% 0.35%
PSX C 0.26% 0.32% 0.26%
PTC A 0.04% 0.78% 0.04%
REGN F 0.15% 0.65% 0.15%
ROP B 0.16% 1.31% 0.16%
RSG A 0.09% 0.18% 0.09%
RTX C 0.74% 0.43% 0.43%
SOLV C 0.04% 0.11% 0.04%
SPGI C 0.42% 1.07% 0.42%
SRE A 0.27% 0.53% 0.27%
STX D 0.06% 0.36% 0.06%
T A 0.76% 0.4% 0.4%
TJX A 0.22% 0.06% 0.06%
TMUS B 0.54% 1.65% 0.54%
TRV B 0.28% 1.64% 0.28%
TSCO D 0.08% 0.27% 0.08%
TT A 0.13% 1.23% 0.13%
TXN C 0.54% 1.39% 0.54%
ULTA F 0.03% 0.17% 0.03%
UNH C 1.59% 1.36% 1.36%
UPS C 0.46% 0.15% 0.15%
V A 0.83% 1.13% 0.83%
VLTO D 0.12% 1.01% 0.12%
VRSN F 0.04% 0.32% 0.04%
VRTX F 0.2% 1.39% 0.2%
VZ C 0.82% 1.37% 0.82%
WM A 0.2% 1.44% 0.2%
WTW B 0.15% 0.17% 0.15%
XYL D 0.14% 0.25% 0.14%
YUM B 0.1% 0.39% 0.1%
ZTS D 0.17% 0.63% 0.17%
IVE Overweight 316 Positions Relative to ESMV
Symbol Grade Weight
BRK.A B 4.04%
JPM A 3.28%
XOM B 2.49%
WMT A 1.72%
BAC A 1.48%
WFC A 1.19%
COST B 1.09%
DIS B 0.98%
ABT B 0.95%
GS A 0.88%
ABBV D 0.86%
MS A 0.78%
DHR F 0.7%
BLK C 0.68%
PFE D 0.66%
C A 0.62%
PM B 0.59%
SCHW B 0.57%
TMO F 0.57%
MDT D 0.53%
LMT D 0.53%
CB C 0.51%
GE D 0.51%
MU D 0.5%
PLD D 0.49%
MO A 0.45%
SO D 0.45%
DUK C 0.41%
PYPL B 0.41%
QCOM F 0.4%
PNC B 0.39%
USB A 0.37%
CAT B 0.37%
WELL A 0.37%
UNP C 0.37%
GD F 0.35%
EMR A 0.34%
TGT F 0.33%
APD A 0.33%
COF B 0.33%
MMM D 0.33%
BDX F 0.31%
FDX B 0.31%
CVS D 0.31%
ISRG A 0.3%
GM B 0.3%
SLB C 0.29%
TFC A 0.29%
NSC B 0.28%
BA F 0.27%
BK A 0.27%
BSX B 0.27%
ETN A 0.26%
AFL B 0.26%
NKE D 0.25%
KMI A 0.25%
AMT D 0.25%
AEP D 0.24%
GEV B 0.24%
ALL A 0.24%
FIS C 0.23%
SYK C 0.23%
AXP A 0.23%
D C 0.23%
AIG B 0.23%
MET A 0.23%
O D 0.23%
CMI A 0.23%
MDLZ F 0.23%
LHX C 0.22%
DE A 0.21%
SHW A 0.21%
VLO C 0.21%
PCG A 0.21%
CCI D 0.21%
PRU A 0.21%
SBUX A 0.21%
KVUE A 0.21%
ADI D 0.2%
WMB A 0.2%
BKR B 0.2%
F C 0.2%
ITW B 0.19%
COP C 0.19%
APH A 0.18%
GEHC F 0.18%
CTVA C 0.18%
CEG D 0.18%
XEL A 0.18%
MCO B 0.18%
GLW B 0.17%
HPQ B 0.17%
MTB A 0.17%
BX A 0.17%
SYY B 0.17%
A D 0.17%
STZ D 0.17%
VICI C 0.16%
CTAS B 0.16%
HCA F 0.16%
OXY D 0.16%
CSX B 0.16%
DD D 0.16%
WAB B 0.16%
RMD C 0.16%
HIG B 0.16%
SPG B 0.16%
EXR D 0.16%
DOW F 0.15%
WEC A 0.15%
FITB A 0.15%
ETR B 0.15%
EIX B 0.15%
CARR D 0.15%
NDAQ A 0.15%
AVB B 0.15%
DLR B 0.15%
ABNB C 0.14%
GPN B 0.14%
RJF A 0.14%
EBAY D 0.14%
UAL A 0.14%
CNC D 0.14%
PSA D 0.14%
FCX D 0.14%
TEL B 0.13%
PAYX C 0.13%
DOV A 0.13%
STT A 0.13%
PPG F 0.13%
PPL B 0.12%
DTE C 0.12%
EQR B 0.12%
EQT B 0.12%
ADM D 0.12%
SW A 0.12%
HBAN A 0.12%
EW C 0.12%
SYF B 0.12%
EOG A 0.12%
AMP A 0.12%
HAL C 0.12%
VTR C 0.12%
TROW B 0.12%
WY D 0.11%
ATO A 0.11%
ZBH C 0.11%
AME A 0.11%
BIIB F 0.11%
CINF A 0.11%
DVN F 0.11%
RF A 0.11%
AEE A 0.11%
CHTR C 0.1%
DFS B 0.1%
WDC D 0.1%
WBD C 0.1%
IQV D 0.1%
CFG B 0.1%
PKG A 0.1%
FE C 0.1%
LYB F 0.1%
NTRS A 0.1%
TDY B 0.1%
IFF D 0.1%
DAL C 0.09%
WRB A 0.09%
BBY D 0.09%
TSN B 0.09%
MAA B 0.09%
PFG D 0.09%
BALL D 0.09%
EFX F 0.09%
OMC C 0.09%
ORLY B 0.09%
NRG B 0.09%
INVH D 0.09%
HWM A 0.09%
ESS B 0.09%
LUV C 0.09%
LH C 0.09%
PH A 0.09%
IP B 0.09%
ZBRA B 0.09%
MSCI C 0.09%
CNP B 0.09%
EG C 0.08%
BAX D 0.08%
NI A 0.08%
ARE D 0.08%
IRM D 0.08%
CSGP D 0.08%
DG F 0.08%
TER D 0.08%
KIM A 0.08%
ROK B 0.08%
GPC D 0.08%
IEX B 0.08%
TRMB B 0.08%
J F 0.08%
KEY B 0.08%
DELL C 0.08%
VRSK A 0.08%
LEN D 0.08%
NDSN B 0.07%
APTV D 0.07%
SBAC D 0.07%
TTWO A 0.07%
EVRG A 0.07%
MNST C 0.07%
JBHT C 0.07%
DOC D 0.07%
GRMN B 0.07%
EL F 0.07%
PWR A 0.07%
IDXX F 0.07%
L A 0.07%
VTRS A 0.07%
MTD D 0.07%
ON D 0.07%
LNT A 0.07%
HSY F 0.07%
PCAR B 0.07%
TXT D 0.07%
AVY D 0.07%
DXCM D 0.06%
EMN D 0.06%
UHS D 0.06%
MLM B 0.06%
REG B 0.06%
ALB C 0.06%
KMX B 0.06%
MRNA F 0.06%
ANSS B 0.06%
HUBB B 0.06%
CPT B 0.06%
BG F 0.06%
NUE C 0.06%
CAG D 0.06%
DLTR F 0.06%
TPR B 0.06%
SWK D 0.06%
UDR B 0.06%
VMC B 0.06%
SWKS F 0.06%
WAT B 0.06%
RVTY F 0.06%
MCHP D 0.06%
CDW F 0.06%
CRL C 0.05%
FDS B 0.05%
MKTX D 0.05%
GL B 0.05%
AES F 0.05%
IPG D 0.05%
FOXA B 0.05%
SNA A 0.05%
PNW B 0.05%
CTLT B 0.05%
TECH D 0.05%
EXPD D 0.05%
NWSA B 0.05%
TAP C 0.05%
PODD C 0.05%
SJM D 0.05%
BXP D 0.05%
COO D 0.05%
ALLE D 0.04%
MRO B 0.04%
CBOE B 0.04%
MAS D 0.04%
BWA D 0.04%
MTCH D 0.04%
IVZ B 0.04%
ROL B 0.04%
EPAM C 0.04%
HAS D 0.04%
MOS F 0.04%
FRT B 0.04%
HSIC B 0.04%
TFX F 0.04%
DRI B 0.04%
IR B 0.04%
STE F 0.04%
DAY B 0.03%
FOX A 0.03%
BRO B 0.03%
POOL C 0.03%
WBA F 0.03%
PAYC B 0.03%
QRVO F 0.03%
CTRA B 0.03%
PARA C 0.03%
LVS C 0.03%
BEN C 0.03%
JBL B 0.03%
FMC D 0.03%
MOH F 0.03%
ALGN D 0.03%
CCL B 0.03%
CF B 0.03%
MHK D 0.03%
STLD B 0.03%
AOS F 0.02%
CZR F 0.02%
DVA B 0.02%
NWS B 0.02%
LW C 0.02%
RL B 0.02%
ERIE D 0.02%
GNRC B 0.02%
HST C 0.02%
ENPH F 0.02%
PNR A 0.02%
MGM D 0.01%
AMTM D 0.01%
IVE Underweight 30 Positions Relative to ESMV
Symbol Grade Weight
NVDA C -1.69%
MSFT F -1.34%
HES B -1.3%
FERG B -1.3%
LLY F -1.25%
ORCL B -1.19%
CDNS B -1.11%
ADBE C -0.93%
TRGP B -0.82%
WDAY B -0.77%
HUBS A -0.77%
CRH A -0.75%
CRM B -0.74%
IT C -0.72%
FICO B -0.54%
AAPL C -0.52%
MELI D -0.44%
UBER D -0.42%
DECK A -0.41%
ODFL B -0.4%
SNPS B -0.33%
CNH C -0.31%
ALNY D -0.28%
FCNCA A -0.24%
GDDY A -0.19%
INTU C -0.18%
NOW A -0.17%
AZPN A -0.17%
TEAM A -0.14%
KNX B -0.07%
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