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      IVE vs. SUSL ETF Comparison

      Comparison of iShares S&P 500 Value ETF (IVE) to iShares ESG MSCI USA Leaders ETF (SUSL)
      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
      SUSL

      iShares ESG MSCI USA Leaders ETF

      SUSL Description The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

      Grade (RS Rating)

      Last Trade

      $105.82

      Average Daily Volume

      22,593

      Number of Holdings *

      293

      * may have additional holdings in another (foreign) market
      Performance
      Period IVE SUSL
      30 Days 2.72% 3.38%
      60 Days 3.94% 5.08%
      90 Days 6.02% 6.25%
      12 Months 26.65% 32.87%
      224 Overlapping Holdings
      Symbol Grade Weight in IVE Weight in SUSL Overlap
      A D 0.17% 0.14% 0.14%
      ACN C 0.48% 0.82% 0.48%
      ADP B 0.35% 0.45% 0.35%
      ADSK A 0.15% 0.25% 0.15%
      AFL B 0.26% 0.22% 0.22%
      AIZ A 0.05% 0.04% 0.04%
      AKAM D 0.03% 0.05% 0.03%
      ALGN D 0.03% 0.06% 0.03%
      ALL A 0.24% 0.19% 0.19%
      ALLE D 0.04% 0.04% 0.04%
      AMGN D 0.72% 0.56% 0.56%
      AMP A 0.12% 0.2% 0.12%
      AMT D 0.25% 0.34% 0.25%
      ANSS B 0.06% 0.11% 0.06%
      APD A 0.33% 0.26% 0.26%
      APTV D 0.07% 0.05% 0.05%
      ATO A 0.11% 0.08% 0.08%
      AVY D 0.07% 0.06% 0.06%
      AWK D 0.12% 0.1% 0.1%
      AXP A 0.23% 0.61% 0.23%
      AZO C 0.08% 0.19% 0.08%
      BALL D 0.09% 0.07% 0.07%
      BBY D 0.09% 0.06% 0.06%
      BEN C 0.03% 0.02% 0.02%
      BG F 0.06% 0.05% 0.05%
      BIIB F 0.11% 0.08% 0.08%
      BK A 0.27% 0.21% 0.21%
      BKR B 0.2% 0.16% 0.16%
      BLK C 0.68% 0.55% 0.55%
      BMY B 0.54% 0.43% 0.43%
      BR A 0.05% 0.1% 0.05%
      BXP D 0.05% 0.04% 0.04%
      CAG D 0.06% 0.05% 0.05%
      CARR D 0.15% 0.22% 0.15%
      CAT B 0.37% 0.69% 0.37%
      CBOE B 0.04% 0.08% 0.04%
      CBRE B 0.18% 0.15% 0.15%
      CCI D 0.21% 0.16% 0.16%
      CFG B 0.1% 0.08% 0.08%
      CHD B 0.07% 0.1% 0.07%
      CHRW C 0.06% 0.05% 0.05%
      CHTR C 0.1% 0.13% 0.1%
      CI F 0.42% 0.34% 0.34%
      CL D 0.22% 0.27% 0.22%
      CLX B 0.1% 0.08% 0.08%
      CMCSA B 0.78% 0.62% 0.62%
      CMI A 0.23% 0.18% 0.18%
      CMS C 0.1% 0.08% 0.08%
      COF B 0.33% 0.25% 0.25%
      COO D 0.05% 0.07% 0.05%
      COR B 0.2% 0.16% 0.16%
      CPB D 0.04% 0.03% 0.03%
      CSX B 0.16% 0.25% 0.16%
      CTAS B 0.16% 0.29% 0.16%
      CTLT B 0.05% 0.04% 0.04%
      DAL C 0.09% 0.04% 0.04%
      DAY B 0.03% 0.05% 0.03%
      DE A 0.21% 0.41% 0.21%
      DFS B 0.1% 0.16% 0.1%
      DGX A 0.08% 0.07% 0.07%
      DHR F 0.7% 0.57% 0.57%
      DIS B 0.98% 0.76% 0.76%
      DLR B 0.15% 0.22% 0.15%
      DOC D 0.07% 0.06% 0.06%
      DOV A 0.13% 0.1% 0.1%
      DPZ C 0.04% 0.06% 0.04%
      DRI B 0.04% 0.07% 0.04%
      DVA B 0.02% 0.03% 0.02%
      DXCM D 0.06% 0.11% 0.06%
      EA A 0.1% 0.15% 0.1%
      EBAY D 0.14% 0.11% 0.11%
      ECL D 0.14% 0.23% 0.14%
      ED D 0.16% 0.12% 0.12%
      EIX B 0.15% 0.12% 0.12%
      ELV F 0.44% 0.34% 0.34%
      ENPH F 0.02% 0.03% 0.02%
      EQIX A 0.21% 0.32% 0.21%
      ES D 0.1% 0.08% 0.08%
      ETN A 0.26% 0.54% 0.26%
      EW C 0.12% 0.15% 0.12%
      EXC C 0.18% 0.14% 0.14%
      EXPD D 0.05% 0.06% 0.05%
      FDS B 0.05% 0.07% 0.05%
      FI A 0.27% 0.46% 0.27%
      FIS C 0.23% 0.17% 0.17%
      FOX A 0.03% 0.02% 0.02%
      FOXA B 0.05% 0.04% 0.04%
      FSLR F 0.1% 0.07% 0.07%
      GE D 0.51% 0.71% 0.51%
      GEHC F 0.18% 0.13% 0.13%
      GEN B 0.08% 0.06% 0.06%
      GILD C 0.52% 0.4% 0.4%
      GIS D 0.16% 0.13% 0.13%
      GPC D 0.08% 0.06% 0.06%
      GWW B 0.06% 0.19% 0.06%
      HAL C 0.12% 0.1% 0.1%
      HBAN A 0.12% 0.09% 0.09%
      HCA F 0.16% 0.24% 0.16%
      HD A 1.2% 1.47% 1.2%
      HIG B 0.16% 0.13% 0.13%
      HOLX D 0.09% 0.07% 0.07%
      HPE B 0.13% 0.1% 0.1%
      HPQ B 0.17% 0.13% 0.13%
      HRL D 0.04% 0.03% 0.03%
      HSIC B 0.04% 0.03% 0.03%
      HUM C 0.16% 0.13% 0.13%
      IBM C 0.89% 0.74% 0.74%
      ICE C 0.42% 0.33% 0.33%
      IDXX F 0.07% 0.12% 0.07%
      IEX B 0.08% 0.06% 0.06%
      IFF D 0.1% 0.08% 0.08%
      INTC D 0.49% 0.38% 0.38%
      IP B 0.09% 0.07% 0.07%
      IPG D 0.05% 0.04% 0.04%
      IQV D 0.1% 0.13% 0.1%
      IR B 0.04% 0.15% 0.04%
      IRM D 0.08% 0.13% 0.08%
      ITW B 0.19% 0.29% 0.19%
      JBHT C 0.07% 0.05% 0.05%
      JCI C 0.26% 0.2% 0.2%
      JNJ D 1.74% 1.35% 1.35%
      JNPR F 0.06% 0.04% 0.04%
      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%
      KMB D 0.21% 0.17% 0.17%
      KMX B 0.06% 0.05% 0.05%
      KO D 0.69% 0.94% 0.69%
      KR B 0.18% 0.15% 0.15%
      LH C 0.09% 0.07% 0.07%
      LIN D 0.49% 0.79% 0.49%
      LKQ D 0.05% 0.04% 0.04%
      LOW D 0.72% 0.55% 0.55%
      LW C 0.02% 0.04% 0.02%
      LYB F 0.1% 0.08% 0.08%
      MA C 0.57% 1.55% 0.57%
      MCD D 0.55% 0.75% 0.55%
      MCO B 0.18% 0.28% 0.18%
      MKC D 0.09% 0.07% 0.07%
      MKTX D 0.05% 0.04% 0.04%
      MLM B 0.06% 0.13% 0.06%
      MMC B 0.25% 0.4% 0.25%
      MMM D 0.33% 0.25% 0.25%
      MOH F 0.03% 0.06% 0.03%
      MPC D 0.11% 0.2% 0.11%
      MRK F 0.69% 0.91% 0.69%
      MS A 0.78% 0.6% 0.6%
      MTD D 0.07% 0.09% 0.07%
      NDAQ A 0.15% 0.13% 0.13%
      NEM D 0.22% 0.18% 0.18%
      NI A 0.08% 0.06% 0.06%
      NKE D 0.25% 0.33% 0.25%
      NRG B 0.09% 0.07% 0.07%
      NTAP C 0.07% 0.09% 0.07%
      NTRS A 0.1% 0.08% 0.08%
      NUE C 0.06% 0.13% 0.06%
      NXPI D 0.07% 0.21% 0.07%
      OKE A 0.11% 0.25% 0.11%
      OMC C 0.09% 0.07% 0.07%
      ORLY B 0.09% 0.26% 0.09%
      PAYX C 0.13% 0.17% 0.13%
      PEP F 0.65% 0.8% 0.65%
      PFG D 0.09% 0.07% 0.07%
      PG A 1.14% 1.47% 1.14%
      PGR A 0.35% 0.56% 0.35%
      PLD D 0.49% 0.38% 0.38%
      PNC B 0.39% 0.3% 0.3%
      PNR A 0.02% 0.06% 0.02%
      PODD C 0.05% 0.07% 0.05%
      POOL C 0.03% 0.05% 0.03%
      PPG F 0.13% 0.1% 0.1%
      PRU A 0.21% 0.16% 0.16%
      PSX C 0.26% 0.2% 0.2%
      PTC A 0.04% 0.08% 0.04%
      PWR A 0.07% 0.18% 0.07%
      PYPL B 0.41% 0.31% 0.31%
      RF A 0.11% 0.09% 0.09%
      RJF A 0.14% 0.12% 0.12%
      ROK B 0.08% 0.11% 0.08%
      SBAC D 0.07% 0.09% 0.07%
      SCHW B 0.57% 0.44% 0.44%
      SJM D 0.05% 0.04% 0.04%
      SLB C 0.29% 0.23% 0.23%
      SOLV C 0.04% 0.04% 0.04%
      SPGI C 0.42% 0.59% 0.42%
      SRE A 0.27% 0.22% 0.22%
      STE F 0.04% 0.08% 0.04%
      STLD B 0.03% 0.08% 0.03%
      STT A 0.13% 0.1% 0.1%
      STX D 0.06% 0.07% 0.06%
      SW A 0.12% 0.11% 0.11%
      SYF B 0.12% 0.09% 0.09%
      TECH D 0.05% 0.04% 0.04%
      TFC A 0.29% 0.23% 0.23%
      TFX F 0.04% 0.03% 0.03%
      TGT F 0.33% 0.2% 0.2%
      TJX A 0.22% 0.49% 0.22%
      TRMB B 0.08% 0.06% 0.06%
      TROW B 0.12% 0.1% 0.1%
      TRV B 0.28% 0.22% 0.22%
      TSCO D 0.08% 0.11% 0.08%
      TT A 0.13% 0.34% 0.13%
      TTWO A 0.07% 0.11% 0.07%
      TXN C 0.54% 0.65% 0.54%
      ULTA F 0.03% 0.06% 0.03%
      UNP C 0.37% 0.53% 0.37%
      UPS C 0.46% 0.35% 0.35%
      USB A 0.37% 0.29% 0.29%
      V A 0.83% 1.76% 0.83%
      VLO C 0.21% 0.17% 0.17%
      VLTO D 0.12% 0.1% 0.1%
      VZ C 0.82% 0.65% 0.65%
      WAT B 0.06% 0.08% 0.06%
      WBA F 0.03% 0.02% 0.02%
      WDC D 0.1% 0.08% 0.08%
      WELL A 0.37% 0.3% 0.3%
      WMB A 0.2% 0.26% 0.2%
      WTW B 0.15% 0.12% 0.12%
      WY D 0.11% 0.08% 0.08%
      XYL D 0.14% 0.11% 0.11%
      YUM B 0.1% 0.14% 0.1%
      ZBH C 0.11% 0.08% 0.08%
      ZTS D 0.17% 0.29% 0.17%
      IVE Overweight 212 Positions Relative to SUSL
      Symbol Grade Weight
      BRK.A B 4.04%
      JPM A 3.28%
      XOM B 2.49%
      WMT A 1.72%
      UNH C 1.59%
      BAC A 1.48%
      CVX A 1.29%
      WFC A 1.19%
      CSCO B 1.09%
      COST B 1.09%
      ABT B 0.95%
      GS A 0.88%
      ABBV D 0.86%
      T A 0.76%
      NEE D 0.74%
      RTX C 0.74%
      HON B 0.7%
      PFE D 0.66%
      C A 0.62%
      PM B 0.59%
      TMO F 0.57%
      TMUS B 0.54%
      MDT D 0.53%
      LMT D 0.53%
      CB C 0.51%
      MU D 0.5%
      MO A 0.45%
      SO D 0.45%
      DUK C 0.41%
      QCOM F 0.4%
      MCK B 0.37%
      GD F 0.35%
      EMR A 0.34%
      NOC D 0.32%
      BDX F 0.31%
      FDX B 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%
      KMI A 0.25%
      AEP D 0.24%
      GEV B 0.24%
      CME A 0.24%
      SYK C 0.23%
      D C 0.23%
      AIG B 0.23%
      MET A 0.23%
      O D 0.23%
      MDLZ F 0.23%
      LHX C 0.22%
      SHW A 0.21%
      PEG A 0.21%
      PCG A 0.21%
      SBUX A 0.21%
      KVUE A 0.21%
      ADI D 0.2%
      WM A 0.2%
      F C 0.2%
      VRTX F 0.2%
      AON A 0.19%
      COP C 0.19%
      APH A 0.18%
      CTVA C 0.18%
      CTSH B 0.18%
      CEG D 0.18%
      XEL A 0.18%
      GLW B 0.17%
      MTB A 0.17%
      BX A 0.17%
      SYY B 0.17%
      STZ D 0.17%
      VICI C 0.16%
      ROP B 0.16%
      OXY D 0.16%
      DD D 0.16%
      WAB B 0.16%
      MSI B 0.16%
      RMD C 0.16%
      SPG B 0.16%
      EXR D 0.16%
      DOW F 0.15%
      WEC A 0.15%
      AJG B 0.15%
      FITB A 0.15%
      ETR B 0.15%
      REGN F 0.15%
      AVB B 0.15%
      CAH B 0.14%
      ABNB C 0.14%
      GPN B 0.14%
      UAL A 0.14%
      CNC D 0.14%
      PSA D 0.14%
      FCX D 0.14%
      KHC F 0.13%
      TEL B 0.13%
      PPL B 0.12%
      DTE C 0.12%
      EQR B 0.12%
      EQT B 0.12%
      ADM D 0.12%
      EOG A 0.12%
      VTR C 0.12%
      AME A 0.11%
      FAST B 0.11%
      CINF A 0.11%
      DVN F 0.11%
      OTIS C 0.11%
      AEE A 0.11%
      WBD C 0.1%
      PKG A 0.1%
      FE C 0.1%
      LDOS C 0.1%
      TDY B 0.1%
      WRB A 0.09%
      RSG A 0.09%
      TSN B 0.09%
      MAA B 0.09%
      EFX F 0.09%
      INVH D 0.09%
      HWM A 0.09%
      ESS B 0.09%
      LUV C 0.09%
      PH A 0.09%
      ZBRA B 0.09%
      MSCI C 0.09%
      CNP B 0.09%
      EG C 0.08%
      BAX D 0.08%
      ARE D 0.08%
      CSGP D 0.08%
      DG F 0.08%
      TER D 0.08%
      KIM A 0.08%
      J F 0.08%
      DELL C 0.08%
      VRSK A 0.08%
      LEN D 0.08%
      NDSN B 0.07%
      FFIV B 0.07%
      EVRG A 0.07%
      MNST C 0.07%
      GRMN B 0.07%
      AMCR D 0.07%
      EL F 0.07%
      L A 0.07%
      VTRS A 0.07%
      ON D 0.07%
      LNT A 0.07%
      HSY F 0.07%
      PCAR B 0.07%
      TXT D 0.07%
      EMN D 0.06%
      UHS D 0.06%
      REG B 0.06%
      ALB C 0.06%
      INCY C 0.06%
      MRNA F 0.06%
      JKHY D 0.06%
      HUBB B 0.06%
      CPT B 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%
      RVTY F 0.06%
      MCHP D 0.06%
      CDW F 0.06%
      CRL C 0.05%
      GL B 0.05%
      AES F 0.05%
      SNA A 0.05%
      PNW B 0.05%
      NWSA B 0.05%
      TAP C 0.05%
      MRO B 0.04%
      HII D 0.04%
      MAS D 0.04%
      BWA D 0.04%
      VRSN F 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%
      BRO B 0.03%
      PAYC B 0.03%
      QRVO F 0.03%
      CTRA B 0.03%
      PARA C 0.03%
      LVS C 0.03%
      JBL B 0.03%
      FMC D 0.03%
      CCL B 0.03%
      CF B 0.03%
      MHK D 0.03%
      AOS F 0.02%
      CZR F 0.02%
      NWS B 0.02%
      RL B 0.02%
      ERIE D 0.02%
      GNRC B 0.02%
      HST C 0.02%
      MGM D 0.01%
      AMTM D 0.01%
      IVE Underweight 69 Positions Relative to SUSL
      Symbol Grade Weight
      NVDA C -13.05%
      MSFT F -10.54%
      GOOGL C -3.56%
      TSLA B -3.52%
      GOOG C -3.09%
      LLY F -2.19%
      CRM B -1.18%
      ADBE C -0.81%
      AMD F -0.8%
      NOW A -0.78%
      INTU C -0.69%
      BKNG A -0.64%
      AMAT F -0.53%
      PANW C -0.47%
      LRCX F -0.35%
      MELI D -0.32%
      SNPS B -0.31%
      CDNS B -0.3%
      MRVL B -0.29%
      CRH A -0.25%
      HLT A -0.23%
      WDAY B -0.21%
      FICO B -0.21%
      RCL A -0.21%
      URI B -0.2%
      LNG B -0.19%
      DASH A -0.19%
      DHI D -0.17%
      TRGP B -0.16%
      AXON A -0.16%
      IT C -0.15%
      TEAM A -0.15%
      FERG B -0.15%
      ODFL B -0.15%
      HUBS A -0.13%
      LULU C -0.13%
      ACGL D -0.13%
      PHM D -0.1%
      FTV C -0.1%
      DECK A -0.1%
      NVR D -0.1%
      LPLA A -0.09%
      EME C -0.09%
      LII A -0.08%
      WSM B -0.08%
      WST C -0.08%
      ZS C -0.07%
      TRU D -0.07%
      DOCU A -0.06%
      MANH D -0.06%
      TWLO A -0.06%
      EQH B -0.06%
      OC A -0.06%
      BURL A -0.06%
      NBIX C -0.05%
      AVTR F -0.05%
      GGG B -0.05%
      NLY C -0.04%
      ALLY C -0.04%
      WTRG B -0.04%
      CNH C -0.04%
      DINO D -0.03%
      AZPN A -0.03%
      ACI C -0.03%
      RIVN F -0.03%
      TTC D -0.03%
      KNX B -0.03%
      FBIN D -0.03%
      BBWI D -0.02%

      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

      SUSL: Top Represented Industries & Keywords

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