IWP vs. EVUS ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to iShares ESG Aware MSCI USA Value ETF (EVUS)
IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth 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 Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$134.36

Average Daily Volume

1,023,862

Number of Holdings *

286

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

iShares ESG Aware MSCI USA Value ETF

EVUS Description EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$30.74

Average Daily Volume

1,444

Number of Holdings *

234

* may have additional holdings in another (foreign) market
Performance
Period IWP EVUS
30 Days 12.16% 2.65%
60 Days 14.69% 3.47%
90 Days 17.57% 6.09%
12 Months 40.60% 29.50%
22 Overlapping Holdings
Symbol Grade Weight in IWP Weight in EVUS Overlap
AVY D 0.2% 0.09% 0.09%
BR A 0.8% 0.73% 0.73%
CAH B 0.56% 0.31% 0.31%
CLX B 0.68% 0.43% 0.43%
COR B 1.3% 0.49% 0.49%
EQT B 0.05% 0.16% 0.05%
EXPD D 0.09% 0.51% 0.09%
FDS B 0.21% 0.19% 0.19%
FERG B 0.09% 0.43% 0.09%
GEHC F 0.11% 0.09% 0.09%
HPQ B 0.28% 0.17% 0.17%
IRM D 0.62% 0.34% 0.34%
KMX B 0.03% 0.09% 0.03%
NTAP C 0.35% 0.1% 0.1%
PAYX C 0.54% 0.12% 0.12%
RMD C 0.3% 0.1% 0.1%
ROK B 0.1% 0.13% 0.1%
SYY B 0.76% 0.09% 0.09%
TSCO D 0.97% 0.23% 0.23%
TWLO A 0.11% 0.15% 0.11%
ULTA F 0.49% 0.09% 0.09%
URI B 0.44% 0.27% 0.27%
IWP Overweight 264 Positions Relative to EVUS
Symbol Grade Weight
PLTR B 4.32%
APP B 2.49%
TTD B 1.7%
AMP A 1.68%
COIN C 1.65%
VST B 1.6%
FICO B 1.48%
GWW B 1.45%
AXON A 1.41%
VRT B 1.41%
TRGP B 1.4%
ODFL B 1.38%
VRSK A 1.3%
IT C 1.29%
FAST B 1.29%
DDOG A 1.23%
IDXX F 1.13%
HUBS A 1.08%
VEEV C 1.03%
HLT A 1.02%
ARES A 1.0%
DXCM D 0.99%
CPNG D 0.93%
MPWR F 0.88%
NET B 0.88%
DECK A 0.87%
HES B 0.86%
ALNY D 0.86%
MSCI C 0.86%
RBLX C 0.85%
GDDY A 0.84%
TPL A 0.83%
CPAY A 0.81%
LNG B 0.81%
LPLA A 0.76%
EXPE B 0.75%
TYL B 0.7%
LYV A 0.67%
LII A 0.64%
SQ B 0.64%
MDB C 0.64%
RCL A 0.62%
BAH F 0.62%
ZS C 0.6%
TOST B 0.59%
DKNG B 0.59%
PODD C 0.59%
BURL A 0.56%
XPO B 0.55%
LVS C 0.55%
HEI B 0.55%
PINS D 0.55%
NTRA B 0.54%
MANH D 0.54%
DOCU A 0.52%
FIX A 0.51%
DT C 0.5%
SPG B 0.49%
TER D 0.48%
ENTG D 0.48%
PWR A 0.47%
YUM B 0.47%
PTC A 0.45%
WST C 0.45%
ROL B 0.45%
POOL C 0.44%
TXRH C 0.43%
WAT B 0.42%
PSTG D 0.42%
EQH B 0.41%
HEI B 0.39%
CDW F 0.39%
BRO B 0.38%
NBIX C 0.38%
DUOL A 0.37%
NCLH B 0.37%
OWL A 0.37%
VLTO D 0.37%
CAVA B 0.35%
ROST C 0.35%
MOH F 0.35%
DRI B 0.34%
KNSL B 0.33%
CHDN B 0.32%
MUSA A 0.32%
ALGN D 0.32%
WSM B 0.32%
SRPT D 0.31%
VMC B 0.31%
TPX B 0.3%
CVNA B 0.3%
AAON B 0.3%
EME C 0.3%
SMCI F 0.3%
WING D 0.3%
PEN B 0.29%
MORN B 0.29%
ITCI C 0.28%
PCTY B 0.28%
EXEL B 0.27%
LNW D 0.27%
NRG B 0.26%
ENPH F 0.26%
MEDP D 0.26%
SAIA B 0.26%
ALL A 0.26%
DVA B 0.26%
HAS D 0.25%
EXP A 0.25%
RYAN B 0.24%
PCOR B 0.24%
TREX C 0.24%
SMAR A 0.24%
ESTC C 0.23%
PAYC B 0.23%
GTLB B 0.23%
GWRE A 0.23%
CFLT B 0.22%
GLOB B 0.21%
ELF C 0.21%
BSY D 0.21%
FWONK B 0.2%
EFX F 0.2%
LSCC D 0.19%
WFRD D 0.19%
TW A 0.19%
FOUR B 0.19%
VVV F 0.18%
MTN C 0.18%
LAZ B 0.18%
INSP D 0.17%
MKL A 0.17%
VKTX F 0.17%
APPF B 0.17%
DPZ C 0.17%
OKTA C 0.17%
GNRC B 0.17%
CNM D 0.17%
NTNX A 0.16%
IONS F 0.16%
LPX B 0.16%
PLNT A 0.15%
LYFT C 0.15%
CELH F 0.15%
AZEK A 0.15%
PATH C 0.15%
ZBRA B 0.14%
AJG B 0.14%
JLL D 0.13%
OLED D 0.13%
PEGA A 0.13%
RPM A 0.13%
IQV D 0.13%
FND C 0.13%
RARE D 0.13%
BRKR D 0.12%
EXAS D 0.12%
MASI A 0.12%
JEF A 0.12%
HCP B 0.12%
FIVE F 0.12%
ETSY D 0.12%
MSTR C 0.11%
HSY F 0.11%
CHH A 0.11%
WMS D 0.11%
LW C 0.11%
RNG B 0.1%
LECO B 0.1%
EG C 0.09%
UHAL D 0.09%
APLS D 0.09%
CSL C 0.09%
HWM A 0.09%
LAMR D 0.09%
FIVN C 0.09%
TDC D 0.09%
U C 0.08%
SITE D 0.08%
BWXT B 0.08%
TTEK F 0.08%
LBRDK C 0.08%
CASY A 0.08%
ONTO D 0.07%
MLM B 0.07%
BROS B 0.07%
NCNO B 0.07%
CE F 0.07%
PR B 0.07%
BILL A 0.07%
CACC D 0.07%
FRPT B 0.07%
AWI A 0.07%
SOFI A 0.07%
CLF F 0.06%
PFGC B 0.06%
WSC D 0.06%
BLDR D 0.06%
AM A 0.06%
DBX B 0.06%
NXST C 0.06%
CIVI D 0.05%
VNOM A 0.05%
LOPE B 0.05%
WEN D 0.05%
DV C 0.05%
HRB D 0.05%
S B 0.04%
JBL B 0.04%
DAY B 0.04%
TKO B 0.04%
ROKU D 0.04%
SN D 0.04%
TPG A 0.04%
ALLY C 0.04%
LOAR A 0.03%
EPAM C 0.03%
CHE D 0.03%
HLI B 0.03%
BLD D 0.03%
BFAM D 0.03%
RH B 0.03%
TXG F 0.03%
H B 0.03%
YETI C 0.03%
VRSN F 0.03%
RGEN D 0.03%
DKS C 0.03%
DJT C 0.03%
CROX D 0.03%
TRU D 0.03%
SPR D 0.02%
MTDR B 0.02%
SAM C 0.02%
UI A 0.02%
FWONA B 0.02%
WH B 0.02%
CAR C 0.02%
KBR F 0.02%
AAL B 0.02%
WYNN D 0.02%
SKX D 0.02%
BPOP B 0.02%
WEX D 0.02%
INCY C 0.02%
SSD D 0.02%
FTRE D 0.01%
PPC C 0.01%
CC C 0.01%
UHAL D 0.01%
SEE C 0.01%
NFE D 0.01%
IRDM D 0.01%
MSGS A 0.01%
LBRDA C 0.01%
CGNX C 0.01%
UWMC D 0.01%
MKSI C 0.01%
WU D 0.01%
RLI B 0.01%
DOCS C 0.01%
ALAB B 0.0%
TRIP F 0.0%
PYCR C 0.0%
IWP Underweight 212 Positions Relative to EVUS
Symbol Grade Weight
AVGO D -2.9%
JPM A -2.81%
HD A -2.07%
UNH C -2.04%
KO D -1.67%
XOM B -1.54%
PG A -1.5%
TXN C -1.47%
JNJ D -1.43%
BAC A -1.33%
ORCL B -1.31%
CVX A -1.26%
ADP B -1.24%
BRK.A B -1.19%
IBM C -1.17%
MS A -1.07%
PRU A -1.02%
CSCO B -1.01%
GILD C -0.96%
PEG A -0.96%
ABBV D -0.92%
AXP A -0.9%
K A -0.89%
DIS B -0.88%
HON B -0.86%
PEP F -0.84%
GS A -0.84%
COP C -0.82%
NEE D -0.82%
KMI A -0.81%
RTX C -0.79%
VZ C -0.79%
CMI A -0.78%
OKE A -0.77%
CRH A -0.76%
CAT B -0.75%
AMGN D -0.74%
BK A -0.74%
LOW D -0.74%
DHR F -0.7%
C A -0.69%
NI A -0.67%
SPGI C -0.65%
ELV F -0.65%
ECL D -0.64%
PNR A -0.63%
MCD D -0.63%
QCOM F -0.63%
PNC B -0.62%
EQIX A -0.61%
GIS D -0.6%
MMM D -0.6%
CCI D -0.6%
AMT D -0.59%
CI F -0.58%
INTC D -0.57%
ACN C -0.56%
PFE D -0.55%
NXPI D -0.52%
MRK F -0.52%
MET A -0.52%
LIN D -0.49%
HIG B -0.47%
DLR B -0.47%
SYF B -0.47%
WELL A -0.46%
TRV B -0.46%
DFS B -0.45%
ZTS D -0.43%
TGT F -0.43%
DE A -0.43%
BMY B -0.42%
EA A -0.41%
XYL D -0.41%
MU D -0.41%
KR B -0.41%
SCHW B -0.4%
CARR D -0.4%
CHRW C -0.4%
NOC D -0.4%
CMCSA B -0.4%
LKQ D -0.39%
PGR A -0.39%
OVV B -0.39%
JCI C -0.38%
NDAQ A -0.38%
FI A -0.38%
T A -0.38%
CMS C -0.38%
SBUX A -0.37%
KMB D -0.36%
FLUT A -0.36%
KEYS A -0.35%
CBRE B -0.35%
HPE B -0.35%
ANSS B -0.35%
EXC C -0.35%
PPG F -0.34%
PSX C -0.33%
TAP C -0.33%
BG F -0.32%
UPS C -0.32%
BKR B -0.31%
BLK C -0.31%
STE F -0.3%
DGX A -0.3%
HCA F -0.3%
COO D -0.3%
DAL C -0.3%
PLD D -0.3%
HBAN A -0.29%
CHD B -0.29%
ETN A -0.29%
NEM D -0.28%
D C -0.28%
BBY D -0.28%
WFC A -0.28%
EIX B -0.28%
SLB C -0.28%
USB A -0.28%
FTV C -0.27%
ADI D -0.27%
WY D -0.26%
KHC F -0.26%
ED D -0.25%
NUE C -0.25%
FIS C -0.25%
TFC A -0.24%
PYPL B -0.24%
MMC B -0.24%
CNH C -0.24%
ABT B -0.24%
ES D -0.23%
ZBH C -0.23%
AFL B -0.23%
GEV B -0.23%
FBIN D -0.23%
FDX B -0.23%
VLO C -0.23%
REGN F -0.22%
LH C -0.22%
WTRG B -0.21%
J F -0.21%
KDP D -0.21%
OC A -0.21%
TRMB B -0.2%
AIZ A -0.2%
A D -0.19%
COF B -0.18%
TJX A -0.18%
CNC D -0.18%
STT A -0.18%
MRO B -0.18%
IEX B -0.17%
ACGL D -0.16%
DHI D -0.16%
NTRS A -0.16%
JBHT C -0.16%
WMB A -0.16%
IP B -0.16%
IR B -0.15%
TFX F -0.15%
ALLE D -0.15%
HOLX D -0.14%
WTW B -0.14%
MKC D -0.14%
HUBB B -0.14%
PHM D -0.13%
FOX A -0.13%
CB C -0.13%
HRL D -0.12%
BXP D -0.12%
AKAM D -0.12%
IFF D -0.12%
PFG D -0.12%
CPB D -0.12%
HII D -0.12%
LDOS C -0.11%
ADM D -0.11%
TMO F -0.11%
PSA D -0.11%
SOLV C -0.11%
CBOE B -0.11%
AZPN A -0.11%
GEN B -0.11%
WDC D -0.11%
JNPR F -0.11%
MKTX D -0.11%
APD A -0.11%
STLD B -0.11%
FANG D -0.11%
CCK C -0.1%
DD D -0.1%
BALL D -0.1%
HUM C -0.1%
BIIB F -0.1%
DOW F -0.1%
ITW B -0.1%
FSLR F -0.1%
DOV A -0.1%
ICE C -0.1%
CAG D -0.09%
MDLZ F -0.09%
TTC D -0.09%
AVTR F -0.09%
CVS D -0.09%
STZ D -0.09%
LYB F -0.08%
NKE D -0.08%
IPG D -0.08%
DG F -0.06%
DLTR F -0.06%
Compare ETFs