SDG vs. NUMV ETF Comparison

Comparison of iShares MSCI Global Impact ETF (SDG) to NuShares ESG Mid-Cap Value ETF (NUMV)
SDG

iShares MSCI Global Impact ETF

SDG Description

The iShares MSCI Global Impact ETF seeks to track the investment results of an index composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals.

Grade (RS Rating)

Last Trade

$75.13

Average Daily Volume

8,010

Number of Holdings *

23

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

NuShares ESG Mid-Cap Value ETF

NUMV Description The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Mid-Cap Value Index.

Grade (RS Rating)

Last Trade

$37.72

Average Daily Volume

26,135

Number of Holdings *

90

* may have additional holdings in another (foreign) market
Performance
Period SDG NUMV
30 Days -6.27% 3.46%
60 Days -8.71% 3.19%
90 Days -6.87% 5.42%
12 Months 0.00% 29.93%
5 Overlapping Holdings
Symbol Grade Weight in SDG Weight in NUMV Overlap
ARE D 0.61% 1.1% 0.61%
BXP D 0.83% 1.58% 0.83%
FSLR F 3.59% 1.48% 1.48%
HRL D 1.24% 0.49% 0.49%
XYL D 1.02% 1.01% 1.01%
SDG Overweight 18 Positions Relative to NUMV
Symbol Grade Weight
NVDA C 5.0%
LI F 3.58%
DLR B 3.01%
WY D 2.08%
ENPH F 2.06%
XPEV C 1.44%
VRTX F 1.13%
REGN F 0.74%
EW C 0.63%
SUI D 0.59%
DXCM D 0.46%
INCY C 0.32%
UTHR C 0.3%
PODD C 0.29%
BMRN D 0.2%
NBIX C 0.19%
ALNY D 0.18%
BGNE D 0.15%
SDG Underweight 85 Positions Relative to NUMV
Symbol Grade Weight
OKE A -2.82%
URI B -2.61%
BKR B -2.42%
HIG B -1.98%
IRM D -1.93%
HBAN A -1.92%
CAH B -1.92%
HOOD B -1.82%
PHM D -1.81%
ATO A -1.79%
GEN B -1.77%
PFG D -1.76%
HPE B -1.68%
NI A -1.67%
AWK D -1.66%
OC A -1.66%
BR A -1.66%
TRMB B -1.64%
K A -1.63%
WTW B -1.62%
CBOE B -1.59%
AIZ A -1.58%
ES D -1.57%
STE F -1.57%
IFF D -1.57%
ALLE D -1.53%
SOLV C -1.51%
HST C -1.51%
NTAP C -1.48%
BALL D -1.47%
LYB F -1.47%
DOC D -1.47%
CBRE B -1.43%
WPC D -1.37%
WTRG B -1.36%
EXPD D -1.33%
AVTR F -1.29%
BG F -1.28%
PNR A -1.22%
PPG F -1.21%
HOLX D -1.16%
KEYS A -1.16%
IPG D -1.12%
LKQ D -1.09%
FOX A -1.05%
ALLY C -1.02%
GPC D -1.02%
IR B -0.96%
STLD B -0.92%
CHD B -0.83%
LH C -0.81%
MKC D -0.81%
FITB A -0.8%
NTRS A -0.79%
AKAM D -0.78%
STT A -0.77%
ULTA F -0.77%
MKTX D -0.72%
KMX B -0.68%
CCK C -0.66%
POOL C -0.63%
JBHT C -0.61%
APTV D -0.61%
NDAQ A -0.59%
CNH C -0.56%
DOV A -0.5%
CAG D -0.43%
DGX A -0.42%
DFS B -0.37%
BBWI D -0.35%
IEX B -0.35%
SYF B -0.28%
EQH B -0.26%
CHRW C -0.17%
CLX B -0.16%
WDC D -0.14%
ACGL D -0.1%
J F -0.08%
CFG B -0.07%
REG B -0.03%
PARA C -0.03%
KIM A -0.02%
TTC D -0.02%
AVY D -0.01%
AVB B -0.01%
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