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      IVE vs. IQSU ETF Comparison

      Comparison of iShares S&P 500 Value ETF (IVE) to IQ Candriam ESG US Equity ETF (IQSU)
      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
      IQSU

      IQ Candriam ESG US Equity ETF

      IQSU Description The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam ESG US Equity Index. The Advisor employs a passive management - or indexing - investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.

      Grade (RS Rating)

      Last Trade

      $49.60

      Average Daily Volume

      10,845

      Number of Holdings *

      281

      * may have additional holdings in another (foreign) market
      Performance
      Period IVE IQSU
      30 Days 2.72% 4.52%
      60 Days 3.94% 4.59%
      90 Days 6.02% 6.02%
      12 Months 26.65% 24.96%
      225 Overlapping Holdings
      Symbol Grade Weight in IVE Weight in IQSU Overlap
      ABNB C 0.14% 0.23% 0.14%
      ACN C 0.48% 0.94% 0.48%
      ADI D 0.2% 0.42% 0.2%
      ADM D 0.12% 0.1% 0.1%
      ADP B 0.35% 0.48% 0.35%
      ADSK A 0.15% 0.26% 0.15%
      AFL B 0.26% 0.22% 0.22%
      AIG B 0.23% 0.19% 0.19%
      AJG B 0.15% 0.25% 0.15%
      AKAM D 0.03% 0.05% 0.03%
      ALL A 0.24% 0.2% 0.2%
      AMP A 0.12% 0.22% 0.12%
      AMT D 0.25% 0.37% 0.25%
      ANSS B 0.06% 0.12% 0.06%
      APD A 0.33% 0.28% 0.28%
      APTV D 0.07% 0.06% 0.06%
      ARE D 0.08% 0.06% 0.06%
      AVB B 0.15% 0.13% 0.13%
      AWK D 0.12% 0.11% 0.11%
      AXP A 0.23% 0.65% 0.23%
      AZO C 0.08% 0.2% 0.08%
      BAC A 1.48% 1.23% 1.23%
      BALL D 0.09% 0.07% 0.07%
      BBY D 0.09% 0.07% 0.07%
      BIIB F 0.11% 0.09% 0.09%
      BK A 0.27% 0.23% 0.23%
      BKR B 0.2% 0.18% 0.18%
      BMY B 0.54% 0.46% 0.46%
      BR A 0.05% 0.1% 0.05%
      BX A 0.17% 0.51% 0.17%
      C A 0.62% 0.5% 0.5%
      CAG D 0.06% 0.05% 0.05%
      CAH B 0.14% 0.11% 0.11%
      CARR D 0.15% 0.23% 0.15%
      CBOE B 0.04% 0.09% 0.04%
      CBRE B 0.18% 0.16% 0.16%
      CCI D 0.21% 0.18% 0.18%
      CDW F 0.06% 0.09% 0.06%
      CFG B 0.1% 0.08% 0.08%
      CHD B 0.07% 0.11% 0.07%
      CHTR C 0.1% 0.15% 0.1%
      CI F 0.42% 0.36% 0.36%
      CL D 0.22% 0.31% 0.22%
      CLX B 0.1% 0.08% 0.08%
      CMCSA B 0.78% 0.65% 0.65%
      CME A 0.24% 0.32% 0.24%
      COF B 0.33% 0.27% 0.27%
      CPB D 0.04% 0.03% 0.03%
      CSCO B 1.09% 0.91% 0.91%
      CTAS B 0.16% 0.3% 0.16%
      CTSH B 0.18% 0.15% 0.15%
      DD D 0.16% 0.12% 0.12%
      DELL C 0.08% 0.14% 0.08%
      DFS B 0.1% 0.17% 0.1%
      DG F 0.08% 0.06% 0.06%
      DGX A 0.08% 0.07% 0.07%
      DIS B 0.98% 0.82% 0.82%
      DLR B 0.15% 0.24% 0.15%
      DLTR F 0.06% 0.05% 0.05%
      DOC D 0.07% 0.06% 0.06%
      DOV A 0.13% 0.11% 0.11%
      DXCM D 0.06% 0.12% 0.06%
      EA A 0.1% 0.16% 0.1%
      EBAY D 0.14% 0.12% 0.12%
      ECL D 0.14% 0.24% 0.14%
      ED D 0.16% 0.13% 0.13%
      EFX F 0.09% 0.12% 0.09%
      EG C 0.08% 0.06% 0.06%
      EL F 0.07% 0.05% 0.05%
      ELV F 0.44% 0.37% 0.37%
      EMR A 0.34% 0.29% 0.29%
      ENPH F 0.02% 0.03% 0.02%
      EQIX A 0.21% 0.34% 0.21%
      EQR B 0.12% 0.1% 0.1%
      ES D 0.1% 0.08% 0.08%
      ESS B 0.09% 0.07% 0.07%
      EW C 0.12% 0.16% 0.12%
      EXC C 0.18% 0.15% 0.15%
      EXPD D 0.05% 0.07% 0.05%
      EXR D 0.16% 0.14% 0.14%
      FAST B 0.11% 0.18% 0.11%
      FCX D 0.14% 0.24% 0.14%
      FDX B 0.31% 0.26% 0.26%
      FI A 0.27% 0.5% 0.27%
      FIS C 0.23% 0.19% 0.19%
      FITB A 0.15% 0.12% 0.12%
      GE D 0.51% 0.76% 0.51%
      GEN B 0.08% 0.06% 0.06%
      GILD C 0.52% 0.43% 0.43%
      GIS D 0.16% 0.14% 0.14%
      GLW B 0.17% 0.14% 0.14%
      GPN B 0.14% 0.12% 0.12%
      GWW B 0.06% 0.18% 0.06%
      HAL C 0.12% 0.11% 0.11%
      HBAN A 0.12% 0.1% 0.1%
      HD A 1.2% 1.56% 1.2%
      HIG B 0.16% 0.14% 0.14%
      HOLX D 0.09% 0.07% 0.07%
      HPE B 0.13% 0.11% 0.11%
      HPQ B 0.17% 0.14% 0.14%
      HRL D 0.04% 0.03% 0.03%
      HSY F 0.07% 0.1% 0.07%
      HUM C 0.16% 0.14% 0.14%
      IBM C 0.89% 0.77% 0.77%
      ICE C 0.42% 0.35% 0.35%
      IDXX F 0.07% 0.14% 0.07%
      IFF D 0.1% 0.09% 0.09%
      INCY C 0.06% 0.05% 0.05%
      INTC D 0.49% 0.4% 0.4%
      INVH D 0.09% 0.08% 0.08%
      IR B 0.04% 0.16% 0.04%
      IRM D 0.08% 0.13% 0.08%
      ITW B 0.19% 0.32% 0.19%
      JBHT C 0.07% 0.06% 0.06%
      JCI C 0.26% 0.22% 0.22%
      K A 0.1% 0.08% 0.08%
      KDP D 0.17% 0.13% 0.13%
      KEY B 0.08% 0.07% 0.07%
      KEYS A 0.12% 0.11% 0.11%
      KHC F 0.13% 0.1% 0.1%
      KMB D 0.21% 0.18% 0.18%
      KMI A 0.25% 0.22% 0.22%
      KR B 0.18% 0.15% 0.15%
      KVUE A 0.21% 0.18% 0.18%
      LH C 0.09% 0.08% 0.08%
      LIN D 0.49% 0.85% 0.49%
      LOW D 0.72% 0.59% 0.59%
      LYB F 0.1% 0.08% 0.08%
      MA C 0.57% 1.66% 0.57%
      MAA B 0.09% 0.07% 0.07%
      MAS D 0.04% 0.07% 0.04%
      MCO B 0.18% 0.3% 0.18%
      MDLZ F 0.23% 0.34% 0.23%
      MET A 0.23% 0.19% 0.19%
      MKC D 0.09% 0.08% 0.08%
      MLM B 0.06% 0.14% 0.06%
      MMC B 0.25% 0.43% 0.25%
      MMM D 0.33% 0.28% 0.28%
      MPC D 0.11% 0.22% 0.11%
      MS A 0.78% 0.65% 0.65%
      MSCI C 0.09% 0.18% 0.09%
      MSI B 0.16% 0.32% 0.16%
      MTB A 0.17% 0.14% 0.14%
      MTD D 0.07% 0.1% 0.07%
      MU D 0.5% 0.43% 0.43%
      NDAQ A 0.15% 0.12% 0.12%
      NEE D 0.74% 0.61% 0.61%
      NEM D 0.22% 0.19% 0.19%
      NKE D 0.25% 0.35% 0.25%
      NTAP C 0.07% 0.1% 0.07%
      NTRS A 0.1% 0.09% 0.09%
      NUE C 0.06% 0.14% 0.06%
      OKE A 0.11% 0.26% 0.11%
      OMC C 0.09% 0.08% 0.08%
      ON D 0.07% 0.11% 0.07%
      OTIS C 0.11% 0.16% 0.11%
      PAYX C 0.13% 0.18% 0.13%
      PCG A 0.21% 0.18% 0.18%
      PEG A 0.21% 0.18% 0.18%
      PEP F 0.65% 0.86% 0.65%
      PFG D 0.09% 0.08% 0.08%
      PG A 1.14% 1.58% 1.14%
      PGR A 0.35% 0.59% 0.35%
      PH A 0.09% 0.35% 0.09%
      PKG A 0.1% 0.08% 0.08%
      PLD D 0.49% 0.41% 0.41%
      PNC B 0.39% 0.32% 0.32%
      PPG F 0.13% 0.11% 0.11%
      PRU A 0.21% 0.18% 0.18%
      PSA D 0.14% 0.21% 0.14%
      PWR A 0.07% 0.19% 0.07%
      PYPL B 0.41% 0.35% 0.35%
      QCOM F 0.4% 0.67% 0.4%
      RF A 0.11% 0.09% 0.09%
      RJF A 0.14% 0.12% 0.12%
      RMD C 0.16% 0.14% 0.14%
      ROK B 0.08% 0.13% 0.08%
      ROP B 0.16% 0.23% 0.16%
      SBAC D 0.07% 0.09% 0.07%
      SBUX A 0.21% 0.43% 0.21%
      SHW A 0.21% 0.35% 0.21%
      SLB C 0.29% 0.24% 0.24%
      SPG B 0.16% 0.23% 0.16%
      SPGI C 0.42% 0.62% 0.42%
      SRE A 0.27% 0.23% 0.23%
      STE F 0.04% 0.08% 0.04%
      STX D 0.06% 0.07% 0.06%
      SWKS F 0.06% 0.05% 0.05%
      SYF B 0.12% 0.1% 0.1%
      SYY B 0.17% 0.15% 0.15%
      TER D 0.08% 0.06% 0.06%
      TFC A 0.29% 0.24% 0.24%
      TGT F 0.33% 0.22% 0.22%
      TJX A 0.22% 0.54% 0.22%
      TRMB B 0.08% 0.07% 0.07%
      TRV B 0.28% 0.23% 0.23%
      TSCO D 0.08% 0.12% 0.08%
      TT A 0.13% 0.37% 0.13%
      TTWO A 0.07% 0.12% 0.07%
      TXN C 0.54% 0.7% 0.54%
      ULTA F 0.03% 0.07% 0.03%
      UNH C 1.59% 2.17% 1.59%
      UPS C 0.46% 0.38% 0.38%
      USB A 0.37% 0.29% 0.29%
      V A 0.83% 1.91% 0.83%
      VLO C 0.21% 0.18% 0.18%
      VMC B 0.06% 0.14% 0.06%
      VRSK A 0.08% 0.16% 0.08%
      VRSN F 0.04% 0.06% 0.04%
      VRTX F 0.2% 0.46% 0.2%
      VTR C 0.12% 0.1% 0.1%
      WAB B 0.16% 0.14% 0.14%
      WAT B 0.06% 0.08% 0.06%
      WBD C 0.1% 0.09% 0.09%
      WDC D 0.1% 0.08% 0.08%
      WELL A 0.37% 0.32% 0.32%
      WM A 0.2% 0.35% 0.2%
      WMB A 0.2% 0.28% 0.2%
      WTW B 0.15% 0.13% 0.13%
      WY D 0.11% 0.09% 0.09%
      XYL D 0.14% 0.11% 0.11%
      YUM B 0.1% 0.15% 0.1%
      ZBH C 0.11% 0.09% 0.09%
      ZBRA B 0.09% 0.08% 0.08%
      ZTS D 0.17% 0.32% 0.17%
      IVE Overweight 211 Positions Relative to IQSU
      Symbol Grade Weight
      BRK.A B 4.04%
      JPM A 3.28%
      XOM B 2.49%
      JNJ D 1.74%
      WMT A 1.72%
      CVX A 1.29%
      WFC A 1.19%
      COST B 1.09%
      ABT B 0.95%
      GS A 0.88%
      ABBV D 0.86%
      VZ C 0.82%
      T A 0.76%
      RTX C 0.74%
      AMGN D 0.72%
      DHR F 0.7%
      HON B 0.7%
      KO D 0.69%
      MRK F 0.69%
      BLK C 0.68%
      PFE D 0.66%
      PM B 0.59%
      SCHW B 0.57%
      TMO F 0.57%
      MCD D 0.55%
      TMUS B 0.54%
      MDT D 0.53%
      LMT D 0.53%
      CB C 0.51%
      MO A 0.45%
      SO D 0.45%
      DUK C 0.41%
      CAT B 0.37%
      MCK B 0.37%
      UNP C 0.37%
      GD F 0.35%
      NOC D 0.32%
      BDX F 0.31%
      CVS D 0.31%
      ISRG A 0.3%
      GM B 0.3%
      NSC B 0.28%
      BA F 0.27%
      BSX B 0.27%
      ETN A 0.26%
      PSX C 0.26%
      AEP D 0.24%
      GEV B 0.24%
      SYK C 0.23%
      D C 0.23%
      O D 0.23%
      CMI A 0.23%
      LHX C 0.22%
      DE A 0.21%
      COR B 0.2%
      F C 0.2%
      AON A 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%
      A D 0.17%
      STZ D 0.17%
      VICI C 0.16%
      HCA F 0.16%
      OXY D 0.16%
      CSX B 0.16%
      DOW F 0.15%
      WEC A 0.15%
      ETR B 0.15%
      REGN F 0.15%
      EIX B 0.15%
      UAL A 0.14%
      CNC D 0.14%
      TEL B 0.13%
      STT A 0.13%
      PPL B 0.12%
      DTE C 0.12%
      EQT B 0.12%
      VLTO D 0.12%
      SW A 0.12%
      EOG A 0.12%
      TROW B 0.12%
      ATO A 0.11%
      AME A 0.11%
      CINF A 0.11%
      DVN F 0.11%
      AEE A 0.11%
      CMS C 0.1%
      FSLR F 0.1%
      IQV D 0.1%
      FE C 0.1%
      LDOS C 0.1%
      TDY B 0.1%
      DAL C 0.09%
      WRB A 0.09%
      RSG A 0.09%
      TSN B 0.09%
      ORLY B 0.09%
      NRG B 0.09%
      HWM A 0.09%
      LUV C 0.09%
      IP B 0.09%
      CNP B 0.09%
      BAX D 0.08%
      NI A 0.08%
      CSGP D 0.08%
      KIM A 0.08%
      GPC D 0.08%
      IEX B 0.08%
      J F 0.08%
      LEN D 0.08%
      NXPI D 0.07%
      NDSN B 0.07%
      FFIV B 0.07%
      EVRG A 0.07%
      MNST C 0.07%
      GRMN B 0.07%
      AMCR D 0.07%
      L A 0.07%
      VTRS A 0.07%
      LNT A 0.07%
      PCAR B 0.07%
      TXT D 0.07%
      AVY D 0.07%
      EMN D 0.06%
      UHS D 0.06%
      JNPR F 0.06%
      REG B 0.06%
      ALB C 0.06%
      KMX B 0.06%
      MRNA F 0.06%
      JKHY D 0.06%
      HUBB B 0.06%
      CPT B 0.06%
      BG F 0.06%
      CHRW C 0.06%
      TPR B 0.06%
      SWK D 0.06%
      UDR B 0.06%
      RVTY F 0.06%
      MCHP D 0.06%
      CRL C 0.05%
      FDS B 0.05%
      MKTX D 0.05%
      GL B 0.05%
      AES F 0.05%
      LKQ D 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%
      NWSA B 0.05%
      TAP C 0.05%
      PODD C 0.05%
      AIZ A 0.05%
      SJM D 0.05%
      BXP D 0.05%
      COO D 0.05%
      ALLE D 0.04%
      MRO B 0.04%
      HII 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%
      DPZ C 0.04%
      PTC A 0.04%
      SOLV C 0.04%
      DRI B 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%
      PNR A 0.02%
      MGM D 0.01%
      AMTM D 0.01%
      IVE Underweight 56 Positions Relative to IQSU
      Symbol Grade Weight
      AAPL C -9.59%
      MSFT F -9.56%
      TSLA B -3.69%
      GOOGL C -2.84%
      GOOG C -2.55%
      CRM B -1.2%
      ADBE C -0.87%
      AMD F -0.86%
      NOW A -0.82%
      INTU C -0.7%
      AMAT F -0.55%
      PANW C -0.49%
      KKR A -0.4%
      MELI D -0.36%
      LRCX F -0.36%
      KLAC D -0.33%
      CMG B -0.32%
      CDNS B -0.32%
      SNPS B -0.32%
      CRWD B -0.31%
      MRVL B -0.3%
      MAR B -0.27%
      APO B -0.26%
      HLT A -0.24%
      DASH A -0.22%
      FICO B -0.22%
      FTNT C -0.22%
      WDAY B -0.21%
      URI B -0.21%
      LNG B -0.2%
      RCL A -0.2%
      SNOW C -0.16%
      TEAM A -0.15%
      IT C -0.15%
      HUBS A -0.13%
      ACGL D -0.13%
      LULU C -0.13%
      ALNY D -0.12%
      VEEV C -0.12%
      NVR D -0.11%
      CPAY A -0.1%
      MPWR F -0.1%
      FTV C -0.1%
      WST C -0.09%
      MDB C -0.08%
      PINS D -0.07%
      ZS C -0.07%
      TRU D -0.07%
      SSNC B -0.06%
      BMRN D -0.05%
      OKTA C -0.05%
      AVTR F -0.05%
      DOX D -0.04%
      RPRX D -0.04%
      SNAP C -0.04%
      AGR B -0.01%

      IVE: Top Represented Industries & Keywords

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

      IQSU: Top Represented Industries & Keywords

      Industries: Software - Application Business Services Diversified Industrials Banks - Regional - US Semiconductors Credit Services Household & Personal Products Packaged Foods Software - Infrastructure Specialty Chemicals Asset Management Diagnostics & Research Specialty Retail Biotechnology Capital Markets Information Technology Services Internet Content & Information REIT - Residential Semiconductor Equipment & Materials Utilities - Regulated Electric
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Natural Gas Bank Dow Jones Component Semiconductor Banking Real Estate Investment Trust Electronics Integrated Circuits Investment Bank Work From Home Chemical Cloud Computing Disability Insurance Products Mobile Devices Telecommunications
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