SCHM vs. ESGU ETF Comparison

Comparison of Schwab U.S. Mid Cap ETF (SCHM) to iShares MSCI USA ESG Optimized ETF (ESGU)
SCHM

Schwab U.S. Mid Cap ETF

SCHM Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Grade (RS Rating)

Last Trade

$29.68

Average Daily Volume

1,060,895

Number of Holdings *

478

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

iShares MSCI USA ESG Optimized ETF

ESGU Description The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

Grade (RS Rating)

Last Trade

$131.23

Average Daily Volume

490,830

Number of Holdings *

284

* may have additional holdings in another (foreign) market
Performance
Period SCHM ESGU
30 Days 7.19% 3.53%
60 Days 7.68% 4.75%
90 Days 9.43% 6.66%
12 Months 31.37% 32.83%
30 Overlapping Holdings
Symbol Grade Weight in SCHM Weight in ESGU Overlap
AIZ A 0.25% 0.12% 0.12%
BG F 0.28% 0.18% 0.18%
CHRW C 0.29% 0.2% 0.2%
CNH C 0.21% 0.12% 0.12%
CPB D 0.19% 0.08% 0.08%
DVA B 0.16% 0.1% 0.1%
EME C 0.52% 0.13% 0.13%
EQT B 0.56% 0.12% 0.12%
FBIN D 0.2% 0.1% 0.1%
FDS B 0.41% 0.16% 0.16%
HII D 0.17% 0.07% 0.07%
IEX B 0.38% 0.11% 0.11%
IP B 0.44% 0.11% 0.11%
IPG D 0.23% 0.08% 0.08%
JNPR F 0.27% 0.1% 0.1%
LKQ D 0.22% 0.23% 0.22%
MRO B 0.35% 0.1% 0.1%
NI A 0.36% 0.38% 0.36%
OC A 0.37% 0.11% 0.11%
OVV B 0.26% 0.14% 0.14%
PARA C 0.15% 0.09% 0.09%
PNR A 0.39% 0.32% 0.32%
POOL C 0.3% 0.1% 0.1%
STLD B 0.44% 0.11% 0.11%
TAP C 0.24% 0.19% 0.19%
TFX F 0.2% 0.08% 0.08%
TRMB B 0.38% 0.12% 0.12%
TWLO A 0.34% 0.15% 0.15%
WSM B 0.37% 0.13% 0.13%
WTRG B 0.22% 0.09% 0.09%
SCHM Overweight 448 Positions Relative to ESGU
Symbol Grade Weight
UAL A 0.66%
TPL A 0.57%
HOOD B 0.51%
PKG A 0.47%
CSL C 0.46%
BAH F 0.43%
DKNG B 0.43%
IBKR A 0.43%
SNA A 0.42%
NRG B 0.42%
NTRA B 0.4%
WSO A 0.4%
PODD C 0.4%
RPM A 0.39%
KEY B 0.39%
XPO B 0.38%
BURL A 0.38%
NTNX A 0.38%
PINS D 0.38%
RS B 0.38%
RBA A 0.38%
MAS D 0.38%
TOST B 0.37%
MANH D 0.37%
KIM A 0.37%
EG C 0.36%
UTHR C 0.36%
DOCU A 0.36%
DT C 0.35%
LNT A 0.35%
TOL B 0.35%
FNF B 0.35%
FIX A 0.35%
USFD A 0.35%
GWRE A 0.35%
TXT D 0.35%
AVY D 0.35%
GGG B 0.34%
EQH B 0.34%
L A 0.34%
RGA A 0.34%
VTRS A 0.34%
DOC D 0.33%
ENTG D 0.33%
FLEX A 0.33%
Z A 0.33%
THC D 0.33%
CASY A 0.33%
TW A 0.33%
EWBC A 0.32%
ACM A 0.32%
NWSA B 0.32%
SOFI A 0.32%
JBL B 0.32%
COHR B 0.32%
EVRG A 0.32%
NDSN B 0.31%
SAIA B 0.31%
FFIV B 0.31%
SFM A 0.31%
EPAM C 0.3%
AFRM B 0.3%
GLPI C 0.3%
RNR C 0.3%
CW B 0.3%
PFGC B 0.29%
TPR B 0.29%
TXRH C 0.29%
ELS C 0.29%
UDR B 0.29%
ITT A 0.28%
UNM A 0.28%
CLH B 0.28%
JKHY D 0.28%
CPT B 0.28%
UHS D 0.27%
REG B 0.27%
JEF A 0.27%
FTI A 0.27%
BMRN D 0.27%
NVT B 0.27%
HST C 0.27%
INCY C 0.27%
ALB C 0.27%
ALLE D 0.27%
KMX B 0.27%
WPC D 0.27%
SCI B 0.27%
JLL D 0.27%
DUOL A 0.26%
BWXT B 0.26%
BJ A 0.26%
NCLH B 0.26%
OWL A 0.26%
LECO B 0.26%
SF B 0.26%
DAY B 0.26%
AMH D 0.26%
NBIX C 0.26%
OKTA C 0.26%
EMN D 0.26%
ATR B 0.25%
LAMR D 0.25%
SNAP C 0.25%
RRX B 0.25%
LBRDK C 0.25%
AA B 0.25%
SJM D 0.25%
INSM C 0.25%
BXP D 0.25%
DKS C 0.25%
TECH D 0.24%
EVR B 0.24%
CTLT B 0.24%
PAYC B 0.24%
CCK C 0.24%
LW C 0.24%
CUBE D 0.24%
FHN A 0.24%
GNRC B 0.24%
FND C 0.24%
TTEK F 0.24%
CHDN B 0.23%
AIT A 0.23%
WBS A 0.23%
KNSL B 0.23%
GME C 0.23%
OHI C 0.23%
BLD D 0.23%
PNW B 0.23%
CACI D 0.23%
CG A 0.23%
PCVX D 0.22%
HLI B 0.22%
DTM B 0.22%
GL B 0.22%
EXEL B 0.22%
ARMK B 0.22%
WAL B 0.22%
MUSA A 0.22%
MKTX D 0.22%
LAD A 0.22%
ALLY C 0.22%
AES F 0.22%
AFG A 0.22%
EHC B 0.22%
SRPT D 0.22%
RPRX D 0.22%
AYI B 0.22%
MLI C 0.22%
WWD B 0.22%
PRI A 0.22%
ALSN B 0.22%
EXP A 0.22%
IOT A 0.22%
WMS D 0.21%
WING D 0.21%
BRBR A 0.21%
SOLV C 0.21%
PR B 0.21%
TPX B 0.21%
AAL B 0.21%
PNFP B 0.21%
CIEN B 0.21%
CRL C 0.21%
AXTA A 0.2%
FLR B 0.2%
AR B 0.2%
CFR B 0.2%
ORI A 0.2%
AAON B 0.2%
KNX B 0.2%
RBC A 0.2%
MORN B 0.2%
EXAS D 0.2%
WCC B 0.2%
CMA A 0.2%
INGR B 0.2%
GMED A 0.2%
REXR F 0.2%
DCI B 0.2%
RGLD C 0.2%
PEN B 0.2%
RL B 0.19%
EGP F 0.19%
CHE D 0.19%
HRB D 0.19%
CBSH A 0.19%
MOS F 0.19%
TTC D 0.19%
CR A 0.19%
GPK C 0.19%
FN D 0.19%
WYNN D 0.19%
APG B 0.19%
FRT B 0.19%
PCTY B 0.19%
NYT C 0.19%
OGE B 0.19%
MGM D 0.19%
HQY B 0.19%
RVMD C 0.19%
AOS F 0.19%
BRX A 0.19%
HSIC B 0.19%
CRS A 0.19%
ROKU D 0.19%
WTFC A 0.19%
SNX C 0.19%
ZION B 0.19%
MTCH D 0.18%
SEIC B 0.18%
TKO B 0.18%
IVZ B 0.18%
CZR F 0.18%
X C 0.18%
VOYA B 0.18%
SNV B 0.18%
SKX D 0.18%
CE F 0.18%
PLNT A 0.18%
SSB B 0.18%
RRC B 0.18%
ENSG D 0.18%
HAS D 0.18%
CNM D 0.18%
ITCI C 0.18%
APA D 0.18%
BILL A 0.18%
LNW D 0.18%
CRBG B 0.18%
MTZ B 0.18%
S B 0.17%
AGNC D 0.17%
JAZZ B 0.17%
RHI B 0.17%
JXN C 0.17%
GKOS B 0.17%
SSD D 0.17%
ACI C 0.17%
ADC B 0.17%
BERY B 0.17%
WH B 0.17%
FYBR D 0.17%
SMAR A 0.17%
NNN D 0.17%
FLS B 0.17%
KBR F 0.17%
ONTO D 0.17%
BWA D 0.17%
PB A 0.17%
UFPI B 0.17%
CHRD D 0.17%
MEDP D 0.17%
LPX B 0.16%
GXO B 0.16%
BBWI D 0.16%
OSK B 0.16%
MKSI C 0.16%
MTSI B 0.16%
MASI A 0.16%
COKE C 0.16%
ALV C 0.16%
BSY D 0.16%
EXLS B 0.16%
OLED D 0.16%
RIVN F 0.16%
RYAN B 0.16%
RLI B 0.16%
FRPT B 0.16%
MIDD C 0.16%
TMHC B 0.16%
G B 0.16%
PCOR B 0.16%
MHK D 0.16%
CVLT B 0.16%
WEX D 0.16%
ESTC C 0.16%
ANF C 0.16%
TREX C 0.16%
KEX C 0.16%
SPSC C 0.15%
LYFT C 0.15%
STAG F 0.15%
MTN C 0.15%
AXS A 0.15%
VFC C 0.15%
MTDR B 0.15%
BEN C 0.15%
OMF A 0.15%
FAF A 0.15%
VNO B 0.15%
MSA D 0.15%
CFLT B 0.15%
LSCC D 0.15%
FMC D 0.15%
CGNX C 0.15%
VMI B 0.15%
UHAL D 0.15%
ALK C 0.15%
CMC B 0.15%
DINO D 0.15%
DAR C 0.15%
ELF C 0.15%
H B 0.15%
FCN D 0.15%
ELAN D 0.15%
BPOP B 0.15%
FR C 0.15%
GNTX C 0.15%
GTLS B 0.15%
ATI D 0.15%
BIO D 0.14%
WHR B 0.14%
STWD C 0.14%
QRVO F 0.14%
IDA A 0.14%
SAIC F 0.14%
NOV C 0.14%
SITE D 0.14%
MAT D 0.14%
GBCI B 0.14%
DBX B 0.14%
MTG C 0.14%
WSC D 0.14%
LSTR D 0.14%
RGEN D 0.14%
MTH D 0.14%
KBH D 0.13%
JHG A 0.13%
BRKR D 0.13%
SIRI C 0.13%
ETSY D 0.13%
COLD D 0.13%
PVH C 0.13%
HALO F 0.13%
SUM B 0.13%
CROX D 0.13%
THO B 0.13%
AGCO D 0.13%
CHX C 0.13%
THG A 0.13%
TRNO F 0.13%
ESNT D 0.13%
CYTK F 0.13%
LFUS F 0.13%
WFRD D 0.13%
SIGI C 0.13%
LNC B 0.13%
BFAM D 0.13%
NOVT D 0.13%
WBA F 0.13%
ARW D 0.13%
SEE C 0.12%
BC C 0.12%
FFIN B 0.12%
LNTH D 0.12%
CLF F 0.12%
QLYS C 0.12%
CRUS D 0.12%
LEA D 0.12%
IONS F 0.12%
VVV F 0.12%
RMBS C 0.12%
EDR A 0.12%
PATH C 0.12%
AMG B 0.12%
NFG A 0.12%
ZWS B 0.12%
OLLI D 0.12%
MMS F 0.11%
GAP C 0.11%
VLY B 0.11%
POR C 0.11%
FIVE F 0.11%
ST F 0.11%
TKR D 0.11%
HXL D 0.11%
OLN D 0.11%
ROIV C 0.11%
NXST C 0.11%
SON D 0.11%
BYD C 0.11%
POST C 0.11%
U C 0.11%
AL B 0.11%
OZK B 0.11%
INSP D 0.11%
AM A 0.11%
UGI A 0.11%
EEFT B 0.1%
AN C 0.1%
BKH A 0.1%
PSN D 0.1%
MUR D 0.1%
CIVI D 0.1%
ALKS B 0.1%
RH B 0.1%
OGN D 0.09%
HOG D 0.09%
ASGN F 0.09%
RYN D 0.09%
CELH F 0.09%
CRSP D 0.09%
KRC C 0.09%
WLK D 0.09%
FLO D 0.09%
NSIT F 0.09%
DLB B 0.09%
LANC C 0.08%
PII D 0.08%
ACHC F 0.08%
WU D 0.08%
XRAY F 0.08%
W F 0.08%
OPCH D 0.08%
MDU D 0.08%
ASH D 0.08%
DNB B 0.08%
ALGM D 0.07%
PAG B 0.07%
PBF D 0.07%
VAL D 0.07%
RIG D 0.07%
CHH A 0.07%
IAC D 0.07%
AGR B 0.06%
SMMT D 0.06%
BOKF B 0.06%
COTY F 0.06%
ADTN A 0.06%
COLM B 0.06%
APLS D 0.06%
CACC D 0.06%
TNET D 0.06%
AMKR D 0.06%
INFA D 0.05%
PPC C 0.05%
SHC F 0.05%
RCM F 0.05%
LCID F 0.05%
CNXC F 0.04%
DJT C 0.04%
CLVT F 0.04%
UI A 0.03%
REYN D 0.03%
FG B 0.02%
CNA B 0.02%
SCHM Underweight 254 Positions Relative to ESGU
Symbol Grade Weight
NVDA C -6.91%
AAPL C -6.22%
MSFT F -5.77%
AMZN C -3.61%
GOOG C -2.34%
META D -2.19%
TSLA B -1.78%
AVGO D -1.37%
JPM A -1.34%
LLY F -1.21%
GOOGL C -1.19%
V A -1.05%
HD A -1.02%
MA C -0.95%
UNH C -0.95%
KO D -0.85%
COST B -0.79%
CRM B -0.72%
TXN C -0.7%
ADP B -0.69%
PG A -0.69%
NOW A -0.66%
BAC A -0.65%
JNJ D -0.62%
INTU C -0.61%
CVX A -0.61%
NFLX A -0.6%
ORCL B -0.59%
XOM B -0.58%
ADBE C -0.56%
MS A -0.54%
PRU A -0.54%
IBM C -0.52%
PEG A -0.48%
GILD C -0.48%
K A -0.48%
MRK F -0.47%
TT A -0.47%
DIS B -0.47%
SPGI C -0.47%
CSCO B -0.47%
AMAT F -0.46%
CMI A -0.46%
GE D -0.45%
BR A -0.45%
AXP A -0.44%
AMD F -0.44%
ACN C -0.43%
BK A -0.42%
PGR A -0.42%
RTX C -0.42%
BRK.A B -0.41%
ABBV D -0.41%
NEE D -0.41%
ECL D -0.4%
GS A -0.4%
LOW D -0.39%
OKE A -0.39%
CRH A -0.39%
HON B -0.39%
PEP F -0.38%
AMGN D -0.37%
GWW B -0.37%
VZ C -0.37%
ADSK A -0.37%
COP C -0.36%
PNC B -0.36%
GIS D -0.35%
ZTS D -0.34%
ELV F -0.34%
BKNG A -0.34%
C A -0.34%
LIN D -0.34%
ISRG A -0.33%
EQIX A -0.33%
HES B -0.32%
MCK B -0.32%
VRTX F -0.32%
CAT B -0.32%
MMM D -0.32%
KMI A -0.32%
MCD D -0.31%
MET A -0.31%
AMT D -0.31%
DHR F -0.31%
CCI D -0.31%
MCO B -0.3%
LRCX F -0.29%
INTC D -0.29%
UNP C -0.29%
CI F -0.28%
QCOM F -0.28%
TRGP B -0.28%
PANW C -0.27%
CLX B -0.26%
HIG B -0.26%
NXPI D -0.26%
EW C -0.25%
FLUT A -0.25%
EXPD D -0.25%
SBUX A -0.24%
WELL A -0.24%
DFS B -0.24%
PFE D -0.24%
IDXX F -0.23%
DAL C -0.23%
TGT F -0.23%
UBER D -0.23%
DLR B -0.23%
DE A -0.22%
CDNS B -0.22%
AXON A -0.22%
XYL D -0.22%
COR B -0.22%
KR B -0.22%
SYF B -0.22%
CHD B -0.21%
TRV B -0.21%
PPG F -0.21%
SNPS B -0.21%
ANSS B -0.21%
SCHW B -0.2%
CMCSA B -0.2%
LNG B -0.2%
FERG B -0.2%
DECK A -0.2%
KEYS A -0.2%
TMO F -0.2%
ANET C -0.2%
NDAQ A -0.2%
VLTO D -0.19%
ETN A -0.19%
NOC D -0.19%
CBRE B -0.18%
JCI C -0.18%
CMS C -0.18%
MU D -0.18%
HPE B -0.17%
EA A -0.17%
HBAN A -0.17%
GEV B -0.17%
COO D -0.17%
MELI D -0.17%
MMC B -0.17%
CARR D -0.17%
USB A -0.17%
WAT B -0.17%
WDAY B -0.17%
BMY B -0.17%
BBY D -0.16%
UPS C -0.16%
MRVL B -0.16%
T A -0.16%
IT C -0.16%
EXC C -0.16%
KHC F -0.16%
TEAM A -0.15%
NEM D -0.15%
BKR B -0.15%
STE F -0.15%
IRM D -0.15%
CAH B -0.15%
PTC A -0.15%
D C -0.15%
REGN F -0.15%
KMB D -0.15%
FTV C -0.14%
RCL A -0.14%
DGX A -0.14%
PYPL B -0.14%
TSCO D -0.14%
WFC A -0.13%
CMG B -0.13%
FIS C -0.13%
TFC A -0.13%
LII A -0.13%
HUBS A -0.13%
J F -0.13%
SBAC D -0.13%
PLD D -0.13%
HCA F -0.13%
PSX C -0.13%
URI B -0.13%
LULU C -0.12%
NUE C -0.12%
BLK C -0.12%
NTRS A -0.12%
AFL B -0.12%
ACGL D -0.12%
IQV D -0.12%
FICO B -0.12%
ADI D -0.12%
FI A -0.12%
COF B -0.12%
KKR A -0.12%
WTW B -0.11%
FDX B -0.11%
PFG D -0.11%
GDDY A -0.11%
SYK C -0.11%
IR B -0.11%
EIX B -0.11%
PAYX C -0.11%
HLT A -0.11%
VEEV C -0.11%
HWM A -0.11%
AJG B -0.11%
CEG D -0.11%
HUBB B -0.11%
DELL C -0.11%
A D -0.11%
PWR A -0.11%
FOX A -0.11%
MKC D -0.1%
HOLX D -0.1%
ZBH C -0.1%
PHM D -0.1%
ES D -0.1%
DXCM D -0.1%
LH C -0.1%
WST C -0.1%
SLB C -0.1%
HPQ B -0.1%
LDOS C -0.1%
ODFL B -0.1%
WY D -0.1%
JBHT C -0.1%
MDB C -0.1%
DHI D -0.09%
KDP D -0.09%
HRL D -0.09%
ADM D -0.09%
CL D -0.09%
AKAM D -0.09%
FANG D -0.09%
STX D -0.09%
ED D -0.09%
SNOW C -0.09%
BALL D -0.09%
WDC D -0.09%
SYY B -0.09%
ULTA F -0.09%
VLO C -0.09%
AVTR F -0.08%
MTD D -0.08%
ALNY D -0.08%
MOH F -0.08%
FSLR F -0.08%
IFF D -0.08%
NTAP C -0.08%
CNC D -0.07%
BIIB F -0.07%
DLTR F -0.06%
MRNA F -0.04%
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