SCHX vs. ESMV ETF Comparison

Comparison of Schwab U.S. Large-Cap ETF (SCHX) to iShares ESG MSCI USA Min Vol Factor ETF (ESMV)
SCHX

Schwab U.S. Large-Cap ETF

SCHX Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-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 large-cap portion of the Dow Jones U.S. Total Stock Market IndexSM actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 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

$23.65

Average Daily Volume

7,807,373

Number of Holdings *

735

* 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 SCHX ESMV
30 Days 3.68% 2.11%
60 Days 5.29% 2.84%
90 Days 7.05% 4.91%
12 Months 33.73% 24.44%
146 Overlapping Holdings
Symbol Grade Weight in SCHX Weight in ESMV Overlap
AAPL C 6.43% 0.52% 0.52%
ACN C 0.42% 1.33% 0.42%
ADBE C 0.44% 0.93% 0.44%
ADP B 0.23% 1.43% 0.23%
ADSK A 0.12% 0.23% 0.12%
AIZ A 0.02% 0.19% 0.02%
AJG B 0.12% 0.25% 0.12%
AKAM D 0.02% 0.3% 0.02%
ALNY D 0.06% 0.28% 0.06%
AMCR D 0.03% 0.34% 0.03%
AMGN D 0.29% 1.2% 0.29%
AON A 0.15% 0.06% 0.06%
AWK D 0.05% 0.22% 0.05%
AZO C 0.1% 0.41% 0.1%
BMY B 0.22% 0.28% 0.22%
BR A 0.05% 0.31% 0.05%
CAH B 0.05% 0.08% 0.05%
CBRE B 0.07% 0.51% 0.07%
CDNS B 0.15% 1.11% 0.15%
CHD B 0.05% 0.41% 0.05%
CHRW C 0.02% 0.49% 0.02%
CI F 0.17% 0.44% 0.17%
CL D 0.14% 1.21% 0.14%
CLX B 0.04% 0.34% 0.04%
CMCSA B 0.31% 0.09% 0.09%
CME A 0.15% 0.43% 0.15%
CMS C 0.04% 0.58% 0.04%
CNH C 0.02% 0.31% 0.02%
COR B 0.08% 0.77% 0.08%
CPB D 0.02% 0.33% 0.02%
CRM B 0.6% 0.74% 0.6%
CSCO B 0.43% 1.48% 0.43%
CTSH B 0.07% 0.3% 0.07%
CVX A 0.51% 0.34% 0.34%
DECK A 0.05% 0.41% 0.05%
DGX A 0.03% 0.7% 0.03%
DPZ C 0.03% 0.13% 0.03%
EA A 0.07% 1.31% 0.07%
ECL D 0.12% 0.32% 0.12%
ED D 0.06% 1.26% 0.06%
ELV F 0.17% 0.51% 0.17%
EQIX A 0.16% 0.74% 0.16%
ES D 0.04% 0.4% 0.04%
EXC C 0.07% 0.05% 0.05%
FAST B 0.09% 0.08% 0.08%
FCNCA A 0.05% 0.24% 0.05%
FFIV B 0.03% 0.12% 0.03%
FI A 0.22% 0.34% 0.22%
FICO B 0.11% 0.54% 0.11%
FSLR F 0.04% 0.19% 0.04%
GDDY A 0.05% 0.19% 0.05%
GEN B 0.03% 0.38% 0.03%
GILD C 0.21% 1.29% 0.21%
GIS D 0.07% 1.22% 0.07%
GWW B 0.1% 1.68% 0.1%
HD A 0.75% 1.39% 0.75%
HES B 0.07% 1.3% 0.07%
HII D 0.01% 0.06% 0.01%
HOLX D 0.03% 0.51% 0.03%
HON B 0.28% 0.69% 0.28%
HPE B 0.05% 0.75% 0.05%
HRL D 0.02% 0.35% 0.02%
HUBS A 0.07% 0.77% 0.07%
HUM C 0.06% 0.31% 0.06%
IBM C 0.36% 1.66% 0.36%
ICE C 0.17% 0.39% 0.17%
INCY C 0.02% 0.26% 0.02%
INTC D 0.2% 0.34% 0.2%
INTU C 0.36% 0.18% 0.18%
IT C 0.08% 0.72% 0.08%
JCI C 0.11% 0.24% 0.11%
JKHY D 0.02% 0.13% 0.02%
JNJ D 0.68% 0.97% 0.68%
JNPR F 0.02% 0.45% 0.02%
K A 0.04% 0.86% 0.04%
KDP D 0.07% 0.16% 0.07%
KEYS A 0.05% 0.83% 0.05%
KHC F 0.05% 0.34% 0.05%
KMB D 0.08% 0.55% 0.08%
KNX B 0.02% 0.07% 0.02%
KO D 0.45% 0.79% 0.45%
KR B 0.07% 1.09% 0.07%
LDOS C 0.04% 0.11% 0.04%
LIN D 0.4% 0.1% 0.1%
LKQ D 0.02% 0.3% 0.02%
LLY F 1.15% 1.25% 1.15%
LOW D 0.29% 0.89% 0.29%
MA C 0.8% 0.97% 0.8%
MCD D 0.4% 1.02% 0.4%
MCK B 0.15% 1.38% 0.15%
MKC D 0.03% 0.12% 0.03%
MMC B 0.2% 1.4% 0.2%
MPC D 0.1% 0.1% 0.1%
MRK F 0.46% 1.01% 0.46%
MSFT F 5.88% 1.34% 1.34%
MSI B 0.15% 1.81% 0.15%
NEE D 0.29% 0.5% 0.29%
NEM D 0.09% 0.99% 0.09%
NOC D 0.13% 1.43% 0.13%
NOW A 0.4% 0.17% 0.17%
NTAP C 0.05% 0.15% 0.05%
NVDA C 6.69% 1.69% 1.69%
NXPI D 0.11% 0.32% 0.11%
ODFL B 0.08% 0.4% 0.08%
OKE A 0.12% 1.24% 0.12%
ORCL B 0.55% 1.19% 0.55%
OTIS C 0.07% 0.21% 0.07%
PEG A 0.08% 1.64% 0.08%
PEP F 0.42% 1.01% 0.42%
PG A 0.73% 1.06% 0.73%
PGR A 0.28% 1.33% 0.28%
PSX C 0.1% 0.32% 0.1%
PTC A 0.04% 0.78% 0.04%
REGN F 0.15% 0.65% 0.15%
ROP B 0.11% 1.31% 0.11%
RSG A 0.08% 0.18% 0.08%
RTX C 0.29% 0.43% 0.29%
SNPS B 0.16% 0.33% 0.16%
SOLV C 0.02% 0.11% 0.02%
SPGI C 0.3% 1.07% 0.3%
SRE A 0.11% 0.53% 0.11%
STX D 0.04% 0.36% 0.04%
T A 0.3% 0.4% 0.3%
TEAM A 0.07% 0.14% 0.07%
TJX A 0.25% 0.06% 0.06%
TMUS B 0.22% 1.65% 0.22%
TRGP B 0.08% 0.82% 0.08%
TRV B 0.11% 1.64% 0.11%
TSCO D 0.06% 0.27% 0.06%
TT A 0.17% 1.23% 0.17%
TXN C 0.35% 1.39% 0.35%
UBER D 0.28% 0.42% 0.28%
ULTA F 0.03% 0.17% 0.03%
UNH C 1.01% 1.36% 1.01%
UPS C 0.18% 0.15% 0.15%
V A 0.95% 1.13% 0.95%
VLTO D 0.05% 1.01% 0.05%
VRSN F 0.03% 0.32% 0.03%
VRTX F 0.23% 1.39% 0.23%
VZ C 0.32% 1.37% 0.32%
WDAY B 0.11% 0.77% 0.11%
WM A 0.15% 1.44% 0.15%
WTW B 0.06% 0.17% 0.06%
XYL D 0.05% 0.25% 0.05%
YUM B 0.07% 0.39% 0.07%
ZTS D 0.15% 0.63% 0.15%
SCHX Overweight 589 Positions Relative to ESMV
Symbol Grade Weight
AMZN C 3.66%
META D 2.34%
GOOGL C 1.91%
TSLA B 1.6%
BRK.A B 1.59%
GOOG C 1.58%
AVGO D 1.47%
JPM A 1.27%
XOM B 0.99%
COST B 0.76%
WMT A 0.68%
NFLX A 0.67%
BAC A 0.57%
ABBV D 0.56%
WFC A 0.46%
AMD F 0.42%
TMO F 0.38%
DIS B 0.37%
PM B 0.37%
ABT B 0.37%
GE D 0.36%
CAT B 0.35%
ISRG A 0.35%
QCOM F 0.34%
GS A 0.34%
MS A 0.31%
BKNG A 0.31%
AXP A 0.3%
AMAT F 0.29%
DHR F 0.29%
UNP C 0.27%
ETN A 0.27%
BLK C 0.27%
PFE D 0.27%
PANW C 0.24%
BSX B 0.24%
C A 0.24%
BX A 0.24%
COP C 0.24%
SYK C 0.24%
SCHW B 0.22%
PLTR B 0.22%
SBUX A 0.21%
LMT D 0.21%
ADI D 0.2%
PLD D 0.2%
CB C 0.2%
MU D 0.2%
MDT D 0.2%
BA F 0.19%
DE A 0.19%
KKR A 0.19%
MO A 0.18%
SO D 0.18%
LRCX F 0.18%
ANET C 0.18%
GEV B 0.17%
PH A 0.17%
SHW A 0.17%
NKE D 0.17%
AMT D 0.17%
DUK C 0.16%
KLAC D 0.16%
APH A 0.16%
MDLZ F 0.16%
PYPL B 0.16%
MRVL B 0.15%
USB A 0.15%
CRWD B 0.15%
CMG B 0.15%
PNC B 0.15%
ITW B 0.14%
EMR A 0.14%
APO B 0.14%
CTAS B 0.14%
GD F 0.14%
MCO B 0.14%
EOG A 0.14%
WELL A 0.14%
WMB A 0.13%
CSX B 0.13%
CVS D 0.13%
COF B 0.13%
APD A 0.13%
CEG D 0.13%
TGT F 0.13%
ORLY B 0.13%
TDG D 0.13%
MMM D 0.13%
FCX D 0.12%
CARR D 0.12%
HCA F 0.12%
GM B 0.12%
BDX F 0.12%
FDX B 0.12%
MAR B 0.12%
BK A 0.11%
MSTR C 0.11%
DASH A 0.11%
ABNB C 0.11%
NSC B 0.11%
FTNT C 0.11%
PCAR B 0.11%
APP B 0.11%
HLT A 0.11%
SLB C 0.11%
TFC A 0.11%
KMI A 0.1%
ALL A 0.1%
PSA D 0.1%
SPG B 0.1%
DLR B 0.1%
RCL A 0.1%
AMP A 0.1%
AFL B 0.1%
TTD B 0.1%
URI B 0.1%
COIN C 0.1%
SQ B 0.09%
HWM A 0.09%
PAYX C 0.09%
LHX C 0.09%
D C 0.09%
ROST C 0.09%
FLUT A 0.09%
VST B 0.09%
MSCI C 0.09%
LNG B 0.09%
PWR A 0.09%
DHI D 0.09%
FIS C 0.09%
MET A 0.09%
AIG B 0.09%
O D 0.09%
AEP D 0.09%
CMI A 0.09%
CPRT A 0.09%
VRSK A 0.08%
DDOG A 0.08%
IR B 0.08%
DAL C 0.08%
BKR B 0.08%
LEN D 0.08%
SNOW C 0.08%
F C 0.08%
AXON A 0.08%
DFS B 0.08%
CCI D 0.08%
PRU A 0.08%
AME A 0.08%
VLO C 0.08%
PCG A 0.08%
KVUE A 0.08%
VRT B 0.08%
MCHP D 0.07%
IQV D 0.07%
HPQ B 0.07%
MTB A 0.07%
MLM B 0.07%
GLW B 0.07%
SYY B 0.07%
VMC B 0.07%
ACGL D 0.07%
LULU C 0.07%
GEHC F 0.07%
A D 0.07%
STZ D 0.07%
CHTR C 0.07%
XEL A 0.07%
DELL C 0.07%
MNST C 0.07%
CTVA C 0.07%
EW C 0.07%
RJF A 0.06%
ANSS B 0.06%
DXCM D 0.06%
UAL A 0.06%
EBAY D 0.06%
WEC A 0.06%
CSGP D 0.06%
CNC D 0.06%
ARES A 0.06%
DOW F 0.06%
ETR B 0.06%
EIX B 0.06%
FITB A 0.06%
NDAQ A 0.06%
AVB B 0.06%
GRMN B 0.06%
EFX F 0.06%
ROK B 0.06%
VICI C 0.06%
IRM D 0.06%
FANG D 0.06%
HIG B 0.06%
RMD C 0.06%
OXY D 0.06%
VEEV C 0.06%
WAB B 0.06%
DD D 0.06%
EXR D 0.06%
NUE C 0.06%
IDXX F 0.06%
CCL B 0.05%
PPL B 0.05%
DVN F 0.05%
WST C 0.05%
DTE C 0.05%
SW A 0.05%
EQR B 0.05%
ADM D 0.05%
EQT B 0.05%
HBAN A 0.05%
CPAY A 0.05%
SYF B 0.05%
TPL A 0.05%
BRO B 0.05%
VTR C 0.05%
TYL B 0.05%
MTD D 0.05%
FTV C 0.05%
HSY F 0.05%
TROW B 0.05%
HAL C 0.05%
PHM D 0.05%
HEI B 0.05%
CVNA B 0.05%
RBLX C 0.05%
DOV A 0.05%
NET B 0.05%
MPWR F 0.05%
STT A 0.05%
NVR D 0.05%
ON D 0.05%
PPG F 0.05%
GPN B 0.05%
TTWO A 0.05%
SNA A 0.04%
NRG B 0.04%
INVH D 0.04%
TRU D 0.04%
LUV C 0.04%
IBKR A 0.04%
ZS C 0.04%
CNP B 0.04%
ESS B 0.04%
IP B 0.04%
STLD B 0.04%
LII A 0.04%
DKNG B 0.04%
DRI B 0.04%
LH C 0.04%
BAH F 0.04%
LYV A 0.04%
ZBRA B 0.04%
OMC C 0.04%
WDC D 0.04%
CSL C 0.04%
CBOE B 0.04%
CFG B 0.04%
FE C 0.04%
PKG A 0.04%
BLDR D 0.04%
NTRS A 0.04%
MDB C 0.04%
LYB F 0.04%
ZM B 0.04%
STE F 0.04%
WBD C 0.04%
MKL A 0.04%
ZBH C 0.04%
WAT B 0.04%
TDY B 0.04%
ATO A 0.04%
WY D 0.04%
ILMN D 0.04%
HOOD B 0.04%
EXPE B 0.04%
IFF D 0.04%
EME C 0.04%
CINF A 0.04%
SBAC D 0.04%
LPLA A 0.04%
HUBB B 0.04%
AEE A 0.04%
BIIB F 0.04%
CDW F 0.04%
RF A 0.04%
CW B 0.03%
POOL C 0.03%
NDSN B 0.03%
ROL B 0.03%
EPAM C 0.03%
RVTY F 0.03%
SFM A 0.03%
APTV D 0.03%
SOFI A 0.03%
AVTR F 0.03%
EWBC A 0.03%
SAIA B 0.03%
EVRG A 0.03%
ACM A 0.03%
JBL B 0.03%
SUI D 0.03%
NWSA B 0.03%
JBHT C 0.03%
FLEX A 0.03%
CASY A 0.03%
DOC D 0.03%
GGG B 0.03%
EL F 0.03%
L A 0.03%
TW A 0.03%
Z A 0.03%
RGA A 0.03%
VTRS A 0.03%
LNT A 0.03%
ENTG D 0.03%
PSTG D 0.03%
EQH B 0.03%
COHR B 0.03%
ALGN D 0.03%
CF B 0.03%
FIX A 0.03%
THC D 0.03%
TWLO A 0.03%
FNF B 0.03%
SSNC B 0.03%
TOL B 0.03%
EG C 0.03%
DT C 0.03%
AVY D 0.03%
GWRE A 0.03%
USFD A 0.03%
TXT D 0.03%
NI A 0.03%
MRO B 0.03%
BAX D 0.03%
TOST B 0.03%
DOCU A 0.03%
FOXA B 0.03%
KIM A 0.03%
WSM B 0.03%
ARE D 0.03%
BURL A 0.03%
DG F 0.03%
EXPD D 0.03%
OC A 0.03%
MANH D 0.03%
RBA A 0.03%
UTHR C 0.03%
LVS C 0.03%
RS B 0.03%
MAS D 0.03%
GPC D 0.03%
TRMB B 0.03%
IEX B 0.03%
XPO B 0.03%
TER D 0.03%
NTNX A 0.03%
RPM A 0.03%
J F 0.03%
PNR A 0.03%
KEY B 0.03%
PINS D 0.03%
MOH F 0.03%
WRB A 0.03%
BBY D 0.03%
WSO A 0.03%
PFG D 0.03%
PODD C 0.03%
TSN B 0.03%
MAA B 0.03%
BALL D 0.03%
FDS B 0.03%
NTRA B 0.03%
CTRA B 0.03%
RRC B 0.02%
ONTO D 0.02%
LNW D 0.02%
MOS F 0.02%
EGP F 0.02%
CRBG B 0.02%
HAS D 0.02%
HSIC B 0.02%
CBSH A 0.02%
TTC D 0.02%
CZR F 0.02%
APA D 0.02%
OGE B 0.02%
CHE D 0.02%
ENPH F 0.02%
MEDP D 0.02%
FRT B 0.02%
MGM D 0.02%
AOS F 0.02%
APG B 0.02%
ZION B 0.02%
WYNN D 0.02%
PCTY B 0.02%
SNX C 0.02%
ORI A 0.02%
CFR B 0.02%
AR B 0.02%
TFX F 0.02%
SMCI F 0.02%
AXTA A 0.02%
RGLD C 0.02%
DCI B 0.02%
PEN B 0.02%
REXR F 0.02%
MORN B 0.02%
FBIN D 0.02%
WMS D 0.02%
ROKU D 0.02%
AAL B 0.02%
WCC B 0.02%
CMA A 0.02%
EXAS D 0.02%
PR B 0.02%
WTRG B 0.02%
WING D 0.02%
TPX B 0.02%
GL B 0.02%
RPRX D 0.02%
ALLY C 0.02%
AES F 0.02%
MKTX D 0.02%
MUSA A 0.02%
LAD A 0.02%
WAL B 0.02%
CIEN B 0.02%
EHC B 0.02%
ERIE D 0.02%
ARMK B 0.02%
OHI C 0.02%
AYI B 0.02%
WBS A 0.02%
PNW B 0.02%
CRL C 0.02%
AFG A 0.02%
CHDN B 0.02%
SRPT D 0.02%
WWD B 0.02%
KNSL B 0.02%
AA B 0.02%
GME C 0.02%
CTLT B 0.02%
CCK C 0.02%
CG A 0.02%
CUBE D 0.02%
FHN A 0.02%
BLD D 0.02%
TTEK F 0.02%
PAYC B 0.02%
TAP C 0.02%
IPG D 0.02%
CACI D 0.02%
FND C 0.02%
LAMR D 0.02%
GNRC B 0.02%
SNAP C 0.02%
TECH D 0.02%
BJ A 0.02%
ATR B 0.02%
BXP D 0.02%
LW C 0.02%
DKS C 0.02%
LBRDK C 0.02%
RRX B 0.02%
LECO B 0.02%
EMN D 0.02%
OWL A 0.02%
AMH D 0.02%
OVV B 0.02%
NCLH B 0.02%
SJM D 0.02%
JEF A 0.02%
UHS D 0.02%
ALB C 0.02%
REG B 0.02%
WPC D 0.02%
INSM C 0.02%
KMX B 0.02%
DAY B 0.02%
FTI A 0.02%
HST C 0.02%
SCI B 0.02%
ALLE D 0.02%
OKTA C 0.02%
UNM A 0.02%
NBIX C 0.02%
NVT B 0.02%
BG F 0.02%
JLL D 0.02%
ITT A 0.02%
BMRN D 0.02%
CLH B 0.02%
CPT B 0.02%
CAG D 0.02%
SWK D 0.02%
DLTR F 0.02%
TXRH C 0.02%
GLPI C 0.02%
TPR B 0.02%
UDR B 0.02%
SWKS F 0.02%
PFGC B 0.02%
MRNA F 0.02%
ELS C 0.02%
RNR C 0.02%
COTY F 0.01%
PAG B 0.01%
WLK D 0.01%
CELH F 0.01%
PSN D 0.01%
ST F 0.01%
POST C 0.01%
ROIV C 0.01%
LEA D 0.01%
U C 0.01%
CLF F 0.01%
PATH C 0.01%
COLD D 0.01%
AGCO D 0.01%
BRKR D 0.01%
ETSY D 0.01%
SIRI C 0.01%
ARW D 0.01%
STWD C 0.01%
QRVO F 0.01%
WBA F 0.01%
NOV C 0.01%
WSC D 0.01%
DAR C 0.01%
BEN C 0.01%
VFC C 0.01%
BIO D 0.01%
DINO D 0.01%
MTN C 0.01%
ELAN D 0.01%
FMC D 0.01%
CGNX C 0.01%
PARA C 0.01%
BBWI D 0.01%
LSCC D 0.01%
GNTX C 0.01%
UHAL D 0.01%
MASI A 0.01%
DVA B 0.01%
COKE C 0.01%
ALV C 0.01%
G B 0.01%
OLED D 0.01%
MHK D 0.01%
RGEN D 0.01%
AGNC D 0.01%
BSY D 0.01%
MIDD C 0.01%
RIVN F 0.01%
WEX D 0.01%
BERY B 0.01%
ESTC C 0.01%
PCOR B 0.01%
JAZZ B 0.01%
NNN D 0.01%
WH B 0.01%
TREX C 0.01%
ACI C 0.01%
BWA D 0.01%
RHI B 0.01%
TKO B 0.01%
IVZ B 0.01%
VOYA B 0.01%
KBR F 0.01%
SEIC B 0.01%
MTCH D 0.01%
CHRD D 0.01%
CE F 0.01%
CNM D 0.01%
CNA B 0.0%
REYN D 0.0%
UI A 0.0%
PPC C 0.0%
RCM F 0.0%
LCID F 0.0%
AGR B 0.0%
BOKF B 0.0%
ADTN A 0.0%
SCHX Underweight 4 Positions Relative to ESMV
Symbol Grade Weight
FERG B -1.3%
CRH A -0.75%
MELI D -0.44%
AZPN A -0.17%
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