SUSA vs. AVMC ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to Avantis U.S. Mid Cap Equity ETF (AVMC)

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.71

Average Daily Volume

60,399

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

AVMC

Avantis U.S. Mid Cap Equity ETF

AVMC Description

The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to invest in securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund"s mid cap investment universe.

Grade (RS Rating)

Last Trade

$69.51

Average Daily Volume

8,425

Number of Holdings ^*

518

* may have additional holdings in another (foreign) market

Performance

Period	SUSA	AVMC
30 Days	4.04%	7.92%
60 Days	4.55%	8.98%
90 Days	6.30%	10.86%
12 Months	32.95%	35.44%

65 Overlapping Holdings

Symbol	Grade	Weight in SUSA	Weight in AVMC	Overlap
A	D	0.37%	0.34%	0.34%
ACGL	D	0.23%	0.54%	0.23%
AKAM	D	0.08%	0.21%	0.08%
APTV	D	0.1%	0.22%	0.1%
AXON	A	0.48%	0.12%	0.12%
BALL	D	0.14%	0.25%	0.14%
BBY	D	0.39%	0.3%	0.3%
BIIB	F	0.08%	0.29%	0.08%
BR	A	0.54%	0.38%	0.38%
CBRE	B	0.42%	0.45%	0.42%
CHD	B	0.22%	0.37%	0.22%
CHRW	C	0.57%	0.14%	0.14%
CLX	B	0.58%	0.25%	0.25%
CMI	A	0.67%	0.57%	0.57%
DECK	A	0.74%	0.47%	0.47%
DVA	B	0.27%	0.12%	0.12%
DXCM	D	0.1%	0.11%	0.1%
EA	A	0.72%	0.48%	0.48%
ED	D	0.27%	0.31%	0.27%
ES	D	0.4%	0.11%	0.11%
EXPD	D	0.77%	0.31%	0.31%
FBIN	D	0.11%	0.15%	0.11%
FDS	B	0.16%	0.29%	0.16%
FIS	C	0.27%	0.5%	0.27%
FSLR	F	0.13%	0.26%	0.13%
GDDY	A	0.39%	0.25%	0.25%
GIS	D	0.74%	0.24%	0.24%
HBAN	A	0.41%	0.41%	0.41%
HOLX	D	0.19%	0.19%	0.19%
HPE	B	0.65%	0.44%	0.44%
IDXX	F	0.44%	0.09%	0.09%
IFF	D	0.15%	0.18%	0.15%
IPG	D	0.11%	0.11%	0.11%
IT	C	0.1%	0.55%	0.1%
K	A	1.38%	0.32%	0.32%
KEYS	A	0.34%	0.39%	0.34%
KR	B	0.2%	0.12%	0.12%
LH	C	0.18%	0.25%	0.18%
LII	A	0.44%	0.36%	0.36%
LKQ	D	0.49%	0.01%	0.01%
LULU	C	0.11%	0.07%	0.07%
MKC	D	0.12%	0.15%	0.12%
MOH	F	0.18%	0.29%	0.18%
NDAQ	A	0.26%	0.38%	0.26%
NI	A	0.11%	0.12%	0.11%
NTRS	A	0.18%	0.35%	0.18%
OC	A	0.11%	0.33%	0.11%
PNR	A	0.92%	0.23%	0.23%
PPG	F	0.09%	0.4%	0.09%
PTC	A	0.13%	0.07%	0.07%
PWR	A	0.12%	0.15%	0.12%
RCL	A	0.14%	0.94%	0.14%
RIVN	F	0.09%	0.13%	0.09%
STE	F	0.28%	0.31%	0.28%
STT	A	0.13%	0.43%	0.13%
SYF	B	0.19%	0.46%	0.19%
TRGP	B	0.78%	0.73%	0.73%
TRMB	B	0.25%	0.03%	0.03%
TSCO	D	0.25%	0.38%	0.25%
TWLO	A	0.31%	0.24%	0.24%
WAT	B	0.4%	0.31%	0.31%
WSM	B	0.42%	0.35%	0.35%
WST	C	0.23%	0.35%	0.23%
XYL	D	0.51%	0.3%	0.3%
ZBH	C	0.22%	0.2%	0.2%

SUSA Overweight 110 Positions Relative to AVMC

Symbol	Grade	Weight
NVDA	C	5.47%
AAPL	C	4.77%
MSFT	F	4.66%
GOOGL	C	2.0%
GOOG	C	1.91%
TSLA	B	1.8%
HD	A	1.68%
KO	D	1.62%
AVGO	D	1.56%
OKE	A	1.53%
TT	A	1.5%
LLY	F	1.31%
ECL	D	1.3%
ADP	B	1.29%
TXN	C	1.28%
CRH	A	1.19%
CRM	B	1.18%
GILD	C	1.14%
MS	A	1.12%
INTU	C	1.06%
ADBE	C	1.02%
AXP	A	1.02%
V	A	0.99%
MA	C	0.95%
NOW	A	0.91%
LNG	B	0.85%
ADSK	A	0.84%
PEP	F	0.81%
AMAT	F	0.81%
ZTS	D	0.8%
PRU	A	0.8%
GWW	B	0.78%
MMM	D	0.77%
IBM	C	0.76%
CSCO	B	0.73%
LOW	D	0.72%
CDNS	B	0.71%
PGR	A	0.69%
ACN	C	0.67%
BK	A	0.67%
AMGN	D	0.66%
FERG	B	0.63%
DIS	B	0.62%
DHR	F	0.6%
GE	D	0.59%
SPGI	C	0.59%
EQIX	A	0.58%
CCI	D	0.58%
COST	B	0.57%
AMD	F	0.55%
MCO	B	0.54%
ELV	F	0.52%
MRK	F	0.51%
WDAY	B	0.51%
BKR	B	0.51%
VZ	C	0.5%
NFLX	A	0.49%
VLTO	D	0.47%
LRCX	F	0.46%
PG	A	0.46%
TRV	B	0.45%
DGX	A	0.45%
BG	F	0.45%
NXPI	D	0.44%
KMB	D	0.41%
INTC	D	0.39%
BKNG	A	0.38%
AMT	D	0.36%
VRTX	F	0.35%
EW	C	0.34%
SLB	C	0.34%
ANET	C	0.31%
PANW	C	0.31%
JCI	C	0.3%
QCOM	F	0.29%
WELL	A	0.29%
MMC	B	0.29%
SNPS	B	0.29%
PNC	B	0.29%
VLO	C	0.28%
TGT	F	0.27%
MU	D	0.26%
ANSS	B	0.24%
HCA	F	0.23%
HPQ	B	0.21%
CARR	D	0.21%
IRM	D	0.21%
TEAM	A	0.2%
COO	D	0.2%
HUBS	A	0.19%
MELI	D	0.19%
MRVL	B	0.19%
NEM	D	0.18%
CNH	C	0.17%
ALNY	D	0.14%
CAT	B	0.13%
KDP	D	0.13%
MDB	C	0.13%
MTD	D	0.12%
TFC	A	0.11%
SOLV	C	0.11%
NUE	C	0.11%
WDC	D	0.1%
STX	D	0.1%
LIN	D	0.09%
SNOW	C	0.09%
REGN	F	0.08%
AVTR	F	0.08%
HUM	C	0.08%
KHC	F	0.08%

SUSA Underweight 453 Positions Relative to AVMC

Symbol	Grade	Weight
VST	B	-0.92%
APP	B	-0.81%
URI	B	-0.75%
VRT	B	-0.72%
DFS	B	-0.64%
HIG	B	-0.63%
DAL	C	-0.62%
TPL	A	-0.59%
MTB	A	-0.55%
GLW	B	-0.55%
FITB	A	-0.53%
COIN	C	-0.53%
MLM	B	-0.52%
RJF	A	-0.52%
CCL	B	-0.52%
HWM	A	-0.51%
UAL	A	-0.51%
PHM	D	-0.5%
VMC	B	-0.5%
GRMN	B	-0.48%
FCNCA	A	-0.47%
DD	D	-0.46%
ON	D	-0.46%
IR	B	-0.46%
DVN	F	-0.45%
EME	C	-0.44%
MSTR	C	-0.44%
PEG	A	-0.44%
LPLA	A	-0.42%
ROK	B	-0.42%
TROW	B	-0.41%
SYY	B	-0.41%
RMD	C	-0.41%
STLD	B	-0.4%
CSL	C	-0.4%
RF	A	-0.4%
NTAP	C	-0.4%
CDW	F	-0.4%
DOV	A	-0.39%
VEEV	C	-0.39%
CSGP	D	-0.38%
GEHC	F	-0.38%
PKG	A	-0.38%
LYB	F	-0.37%
EFX	F	-0.37%
MKL	A	-0.37%
WAB	B	-0.37%
ETR	B	-0.36%
BLDR	D	-0.35%
EQT	B	-0.35%
JBL	B	-0.35%
HUBB	B	-0.35%
DOW	F	-0.34%
CPAY	A	-0.34%
MRO	B	-0.34%
EXPE	B	-0.34%
CINF	A	-0.34%
CTRA	B	-0.34%
BAH	F	-0.33%
CFG	B	-0.32%
IP	B	-0.32%
PFG	D	-0.31%
DRI	B	-0.31%
XEL	A	-0.31%
XPO	B	-0.3%
RS	B	-0.3%
EBAY	D	-0.3%
CF	B	-0.3%
FLEX	A	-0.3%
ATO	A	-0.29%
SNA	A	-0.29%
UTHR	C	-0.29%
MANH	D	-0.29%
EQH	B	-0.29%
KEY	B	-0.29%
TOL	B	-0.29%
CBOE	B	-0.29%
OVV	B	-0.28%
LUV	C	-0.28%
RPM	A	-0.28%
LDOS	C	-0.28%
SQ	B	-0.28%
CASY	A	-0.27%
WRB	A	-0.27%
SAIA	B	-0.27%
FIX	A	-0.26%
ZM	B	-0.26%
JBHT	C	-0.26%
FTI	A	-0.26%
TXT	D	-0.26%
TER	D	-0.25%
VTRS	A	-0.25%
BRO	B	-0.25%
EWBC	A	-0.25%
PSTG	D	-0.25%
RGA	A	-0.24%
AVY	D	-0.24%
L	A	-0.24%
EG	C	-0.24%
PINS	D	-0.24%
MPWR	F	-0.24%
FNF	B	-0.24%
GGG	B	-0.24%
PPL	B	-0.23%
ALGN	D	-0.23%
WSO	A	-0.23%
NRG	B	-0.23%
WBD	C	-0.22%
AWK	D	-0.22%
FOXA	B	-0.22%
IEX	B	-0.22%
CLH	B	-0.22%
TSN	B	-0.22%
KNSL	B	-0.21%
THC	D	-0.21%
EMN	D	-0.21%
POOL	C	-0.21%
SWKS	F	-0.21%
KMX	B	-0.21%
FFIV	B	-0.21%
PRI	A	-0.2%
ITT	A	-0.2%
EVR	B	-0.2%
AEE	A	-0.2%
DTE	C	-0.2%
USFD	A	-0.2%
ULTA	F	-0.2%
TW	A	-0.2%
KVUE	A	-0.2%
UNM	A	-0.2%
WAL	B	-0.2%
OMC	C	-0.19%
GWRE	A	-0.19%
ADM	D	-0.19%
LAD	A	-0.19%
WEC	A	-0.19%
RNR	C	-0.19%
BWXT	B	-0.19%
MUSA	A	-0.19%
JKHY	D	-0.19%
PFGC	B	-0.19%
CG	A	-0.19%
GPC	D	-0.19%
SSNC	B	-0.19%
AMCR	D	-0.19%
SOFI	A	-0.19%
BJ	A	-0.18%
AIZ	A	-0.18%
CMA	A	-0.18%
SF	B	-0.18%
TXRH	C	-0.18%
ALLY	C	-0.18%
ALLE	D	-0.18%
NCLH	B	-0.18%
AIT	A	-0.18%
J	F	-0.18%
CMS	C	-0.18%
ERIE	D	-0.18%
ALB	C	-0.18%
ATR	B	-0.18%
EXP	A	-0.18%
MLI	C	-0.18%
TAP	C	-0.18%
NBIX	C	-0.18%
ROL	B	-0.18%
ACM	A	-0.18%
ZION	B	-0.18%
LECO	B	-0.18%
PAYC	B	-0.17%
FN	D	-0.17%
AR	B	-0.17%
AYI	B	-0.17%
AFG	A	-0.17%
NWSA	B	-0.17%
INCY	C	-0.17%
AFRM	B	-0.17%
PNFP	B	-0.17%
BURL	A	-0.17%
HSY	F	-0.17%
ALSN	B	-0.17%
JEF	A	-0.17%
WBS	A	-0.17%
WMS	D	-0.17%
CTSH	B	-0.16%
PR	B	-0.16%
UFPI	B	-0.16%
SEIC	B	-0.16%
BSY	D	-0.16%
EXEL	B	-0.16%
R	B	-0.16%
BLD	D	-0.16%
BMRN	D	-0.16%
GME	C	-0.16%
DTM	B	-0.16%
GL	B	-0.16%
JLL	D	-0.16%
EPAM	C	-0.16%
TTWO	A	-0.16%
COHR	B	-0.16%
RRC	B	-0.16%
CIEN	B	-0.15%
FLR	B	-0.15%
AOS	F	-0.15%
INGR	B	-0.15%
DCI	B	-0.15%
CNC	D	-0.15%
HRB	D	-0.15%
LBRDK	C	-0.15%
FND	C	-0.15%
WCC	B	-0.15%
CCK	C	-0.15%
UHS	D	-0.15%
ORI	A	-0.15%
RHI	B	-0.14%
ILMN	D	-0.14%
TMHC	B	-0.14%
ROKU	D	-0.14%
GNRC	B	-0.14%
SCI	B	-0.14%
TPX	B	-0.14%
WWD	B	-0.14%
X	C	-0.14%
Z	A	-0.14%
CTVA	C	-0.14%
HLNE	B	-0.14%
EHC	B	-0.14%
MTDR	B	-0.14%
WTFC	A	-0.14%
AXTA	A	-0.13%
AXS	A	-0.13%
KEX	C	-0.13%
RL	B	-0.13%
NYT	C	-0.13%
SSB	B	-0.13%
MRNA	F	-0.13%
MORN	B	-0.13%
BILL	A	-0.13%
APA	D	-0.13%
DG	F	-0.13%
LNT	A	-0.13%
TECH	D	-0.13%
JAZZ	B	-0.13%
ARMK	B	-0.13%
ENSG	D	-0.13%
WFRD	D	-0.13%
EVRG	A	-0.13%
EIX	B	-0.13%
GMED	A	-0.13%
NVR	D	-0.13%
ONTO	D	-0.13%
CTLT	B	-0.13%
TPR	B	-0.13%
VOYA	B	-0.13%
DINO	D	-0.13%
LYV	A	-0.13%
BAX	D	-0.13%
BWA	D	-0.13%
SSD	D	-0.13%
CFR	B	-0.13%
RBC	A	-0.12%
RLI	B	-0.12%
RVMD	C	-0.12%
HALO	F	-0.12%
HRL	D	-0.12%
LNW	D	-0.12%
FE	C	-0.12%
MTG	C	-0.12%
CHE	D	-0.12%
DKS	C	-0.12%
SKX	D	-0.12%
LW	C	-0.12%
MTH	D	-0.12%
TREX	C	-0.12%
PCTY	B	-0.12%
CBSH	A	-0.12%
GPK	C	-0.12%
ATI	D	-0.12%
MEDP	D	-0.12%
CMC	B	-0.12%
PNW	B	-0.12%
ALV	C	-0.12%
OSK	B	-0.12%
CHRD	D	-0.11%
UHAL	D	-0.11%
NOV	C	-0.11%
WEX	D	-0.11%
WH	B	-0.11%
OGE	B	-0.11%
LSTR	D	-0.11%
PCVX	D	-0.11%
FLS	B	-0.11%
OLED	D	-0.11%
CHX	C	-0.11%
SM	B	-0.11%
MAS	D	-0.11%
KBR	F	-0.11%
MAT	D	-0.11%
HAS	D	-0.11%
GNTX	C	-0.11%
OMF	A	-0.11%
DLTR	F	-0.11%
SNX	C	-0.1%
SITE	D	-0.1%
CZR	F	-0.1%
PB	A	-0.1%
KNX	B	-0.1%
MUR	D	-0.1%
ELAN	D	-0.1%
HII	D	-0.1%
APG	B	-0.1%
FAF	A	-0.1%
FHN	A	-0.1%
ARW	D	-0.1%
AGCO	D	-0.1%
MOS	F	-0.1%
WSC	D	-0.1%
MSA	D	-0.1%
CR	A	-0.1%
EXC	C	-0.1%
FOX	A	-0.1%
BPOP	B	-0.1%
CLF	F	-0.1%
BERY	B	-0.1%
FANG	D	-0.1%
NSIT	F	-0.09%
G	B	-0.09%
JNPR	F	-0.09%
IVZ	B	-0.09%
RGLD	C	-0.09%
S	B	-0.09%
AM	A	-0.09%
MHK	D	-0.09%
SIGI	C	-0.09%
THO	B	-0.09%
OLLI	D	-0.09%
LSCC	D	-0.09%
ESNT	D	-0.09%
BECN	B	-0.09%
QRVO	F	-0.09%
RYAN	B	-0.09%
ZWS	B	-0.09%
VNT	B	-0.09%
BEN	C	-0.09%
LFUS	F	-0.09%
GAP	C	-0.09%
RPRX	D	-0.09%
ESAB	B	-0.09%
CHDN	B	-0.09%
CIVI	D	-0.09%
TFX	F	-0.08%
PVH	C	-0.08%
ENLC	A	-0.08%
WLK	D	-0.08%
NFG	A	-0.08%
CGNX	C	-0.08%
DAR	C	-0.08%
AMG	B	-0.08%
CPB	D	-0.08%
MKTX	D	-0.08%
TKR	D	-0.08%
MTN	C	-0.08%
AES	F	-0.08%
AN	C	-0.08%
BIO	D	-0.08%
TTC	D	-0.08%
IQV	D	-0.08%
BC	C	-0.08%
COKE	C	-0.08%
CNP	B	-0.08%
MGY	A	-0.08%
LEA	D	-0.08%
CHH	A	-0.07%
BYD	C	-0.07%
AA	B	-0.07%
SW	A	-0.07%
SON	D	-0.07%
PATH	C	-0.07%
VFC	C	-0.07%
CROX	D	-0.07%
CNM	D	-0.07%
DLB	B	-0.07%
NEU	C	-0.07%
POST	C	-0.07%
FYBR	D	-0.07%
WTS	B	-0.07%
OLN	D	-0.07%
GFS	C	-0.06%
ST	F	-0.06%
NWS	B	-0.06%
NXST	C	-0.06%
WHR	B	-0.06%
FMC	D	-0.06%
BFAM	D	-0.06%
HXL	D	-0.06%
H	B	-0.06%
TNET	D	-0.05%
FRPT	B	-0.05%
ENPH	F	-0.05%
PAG	B	-0.05%
BRKR	D	-0.05%
AMKR	D	-0.05%
ENTG	D	-0.05%
MGM	D	-0.04%
HESM	B	-0.04%
ADTN	A	-0.04%
COLM	B	-0.04%
PARA	C	-0.04%
SEE	C	-0.04%
BOKF	B	-0.04%
IDA	A	-0.04%
SPSC	C	-0.04%
LBRDA	C	-0.03%
OZK	B	-0.03%
CACC	D	-0.03%
CHWY	B	-0.03%
COLB	A	-0.03%
PPC	C	-0.03%
CELH	F	-0.03%
ZG	A	-0.03%
DDS	B	-0.03%
XRAY	F	-0.03%
FLO	D	-0.03%
LCID	F	-0.02%
CWEN	C	-0.02%
EL	F	-0.02%
CLVT	F	-0.02%
HAE	C	-0.02%
SMCI	F	-0.02%
CNA	B	-0.02%
MSM	C	-0.02%
LANC	C	-0.02%
LEVI	F	-0.02%
LUMN	C	-0.02%
ATKR	C	-0.01%
VAL	D	-0.01%
CWEN	C	-0.01%
PII	D	-0.01%
SAIC	F	-0.01%
UHAL	D	-0.01%
QLYS	C	-0.01%
ACT	D	-0.01%
AGR	B	-0.01%
RMBS	C	-0.0%
CNXC	F	-0.0%
NFE	D	-0.0%
FRHC	B	-0.0%
RIG	D	-0.0%
PTEN	C	-0.0%
IGT	F	-0.0%
FRSH	C	-0.0%
RGEN	D	-0.0%
FIZZ	C	-0.0%
REYN	D	-0.0%