SUSA vs. DHS ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to WisdomTree High-Yielding Equity Fund (DHS)
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
DHS

WisdomTree High-Yielding Equity Fund

DHS Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Equity Income Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of companies with high dividend yields selected from the WisdomTree Dividend Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$100.32

Average Daily Volume

21,748

Number of Holdings *

363

* may have additional holdings in another (foreign) market
Performance
Period SUSA DHS
30 Days 4.04% 5.12%
60 Days 4.55% 7.54%
90 Days 6.30% 9.73%
12 Months 32.95% 33.98%
22 Overlapping Holdings
Symbol Grade Weight in SUSA Weight in DHS Overlap
ANET C 0.31% 0.04% 0.04%
BBY D 0.39% 0.44% 0.39%
BK A 0.67% 0.85% 0.67%
CCI D 0.58% 0.27% 0.27%
ED D 0.27% 0.71% 0.27%
ES D 0.4% 0.4% 0.4%
GILD C 1.14% 1.63% 1.14%
HBAN A 0.41% 0.59% 0.41%
HPQ B 0.21% 0.58% 0.21%
IBM C 0.76% 4.34% 0.76%
IPG D 0.11% 0.22% 0.11%
IRM D 0.21% 0.2% 0.2%
K A 1.38% 0.51% 0.51%
KHC F 0.08% 0.68% 0.08%
KMB D 0.41% 1.0% 0.41%
MS A 1.12% 3.47% 1.12%
NI A 0.11% 0.3% 0.11%
NTRS A 0.18% 0.38% 0.18%
OKE A 1.53% 1.36% 1.36%
PNC B 0.29% 1.44% 0.29%
PRU A 0.8% 0.91% 0.8%
STT A 0.13% 0.49% 0.13%
SUSA Overweight 153 Positions Relative to DHS
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%
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%
INTU C 1.06%
ADBE C 1.02%
AXP A 1.02%
V A 0.99%
MA C 0.95%
PNR A 0.92%
NOW A 0.91%
LNG B 0.85%
ADSK A 0.84%
PEP F 0.81%
AMAT F 0.81%
ZTS D 0.8%
GWW B 0.78%
TRGP B 0.78%
EXPD D 0.77%
MMM D 0.77%
DECK A 0.74%
GIS D 0.74%
CSCO B 0.73%
LOW D 0.72%
EA A 0.72%
CDNS B 0.71%
PGR A 0.69%
ACN C 0.67%
CMI A 0.67%
AMGN D 0.66%
HPE B 0.65%
FERG B 0.63%
DIS B 0.62%
DHR F 0.6%
GE D 0.59%
SPGI C 0.59%
EQIX A 0.58%
CLX B 0.58%
COST B 0.57%
CHRW C 0.57%
AMD F 0.55%
MCO B 0.54%
BR A 0.54%
ELV F 0.52%
XYL D 0.51%
MRK F 0.51%
WDAY B 0.51%
BKR B 0.51%
VZ C 0.5%
LKQ D 0.49%
NFLX A 0.49%
AXON A 0.48%
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%
IDXX F 0.44%
LII A 0.44%
WSM B 0.42%
CBRE B 0.42%
WAT B 0.4%
INTC D 0.39%
GDDY A 0.39%
BKNG A 0.38%
A D 0.37%
AMT D 0.36%
VRTX F 0.35%
EW C 0.34%
SLB C 0.34%
KEYS A 0.34%
TWLO A 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%
VLO C 0.28%
STE F 0.28%
DVA B 0.27%
TGT F 0.27%
FIS C 0.27%
NDAQ A 0.26%
MU D 0.26%
TSCO D 0.25%
TRMB B 0.25%
ANSS B 0.24%
WST C 0.23%
ACGL D 0.23%
HCA F 0.23%
ZBH C 0.22%
CHD B 0.22%
CARR D 0.21%
TEAM A 0.2%
COO D 0.2%
KR B 0.2%
HUBS A 0.19%
HOLX D 0.19%
SYF B 0.19%
MELI D 0.19%
MRVL B 0.19%
LH C 0.18%
NEM D 0.18%
MOH F 0.18%
CNH C 0.17%
FDS B 0.16%
IFF D 0.15%
BALL D 0.14%
RCL A 0.14%
ALNY D 0.14%
CAT B 0.13%
FSLR F 0.13%
KDP D 0.13%
PTC A 0.13%
MDB C 0.13%
MTD D 0.12%
PWR A 0.12%
MKC D 0.12%
TFC A 0.11%
SOLV C 0.11%
LULU C 0.11%
FBIN D 0.11%
NUE C 0.11%
OC A 0.11%
APTV D 0.1%
WDC D 0.1%
DXCM D 0.1%
STX D 0.1%
IT C 0.1%
RIVN F 0.09%
LIN D 0.09%
PPG F 0.09%
SNOW C 0.09%
REGN F 0.08%
BIIB F 0.08%
AVTR F 0.08%
HUM C 0.08%
AKAM D 0.08%
SUSA Underweight 341 Positions Relative to DHS
Symbol Grade Weight
XOM B -6.34%
MO A -4.97%
ABBV D -4.8%
CVX A -4.51%
PM B -4.08%
C A -2.27%
BMY B -2.06%
UPS C -1.55%
USB A -1.48%
EOG A -1.45%
SO D -1.44%
DUK C -1.44%
WMB A -1.29%
D C -1.07%
PEG A -0.96%
ETR B -0.86%
AEP D -0.84%
KVUE A -0.7%
GLW B -0.68%
DOW F -0.68%
FITB A -0.63%
MTB A -0.61%
RF A -0.59%
EIX B -0.58%
EXC C -0.58%
TROW B -0.54%
WEC A -0.48%
FE C -0.46%
IP B -0.45%
CRBG B -0.42%
PPL B -0.42%
DTE C -0.39%
VTRS A -0.37%
PSA D -0.36%
OMF A -0.36%
CG A -0.36%
SPG B -0.36%
AM A -0.35%
FNF B -0.34%
EVRG A -0.34%
TSN B -0.34%
PNW B -0.34%
DLR B -0.33%
JXN C -0.31%
OGE B -0.3%
TPR B -0.29%
CMA A -0.29%
DTM B -0.28%
CAG D -0.28%
O D -0.28%
LNT A -0.27%
CHRD D -0.27%
CNA B -0.26%
LNC B -0.26%
OWL A -0.26%
SNV B -0.25%
BEN C -0.24%
CIVI D -0.24%
EMN D -0.24%
ZION B -0.24%
COLB A -0.23%
ALLY C -0.23%
SJM D -0.22%
OGN D -0.22%
TPG A -0.21%
WBS A -0.21%
TFSL A -0.2%
NFG A -0.2%
AVB B -0.2%
CNS B -0.2%
VCTR B -0.2%
EXR D -0.2%
GBCI B -0.19%
AROC B -0.19%
RDN C -0.19%
VICI C -0.19%
UGI A -0.18%
WU D -0.18%
EQR B -0.18%
MC C -0.18%
JWN C -0.17%
UBSI B -0.17%
FNB A -0.17%
TNL A -0.17%
WEN D -0.17%
KTB B -0.17%
FLO D -0.17%
VIRT B -0.17%
VTR C -0.16%
CCOI B -0.16%
ALE A -0.16%
NXST C -0.16%
SWX B -0.16%
ASB B -0.16%
KNTK B -0.16%
FBP B -0.16%
SON D -0.16%
OGS A -0.15%
SFNC B -0.15%
HTLF B -0.15%
FAF A -0.15%
BKH A -0.15%
TDS B -0.15%
POR C -0.15%
FHB A -0.15%
FIBK A -0.15%
PFS B -0.15%
MTN C -0.15%
VLY B -0.15%
NOG A -0.14%
TRN C -0.14%
SMG D -0.14%
PRK B -0.14%
CBU B -0.14%
FULT A -0.14%
FFBC A -0.14%
FRME B -0.13%
CVBF A -0.13%
BANR B -0.13%
NWE B -0.13%
BOH B -0.13%
BKU A -0.13%
NJR A -0.13%
SR A -0.13%
AUB B -0.13%
VAC B -0.13%
IBTX B -0.13%
PHIN A -0.13%
BKE B -0.12%
ESS B -0.12%
M D -0.12%
CWEN C -0.12%
TRMK B -0.12%
INDB B -0.12%
PPBI B -0.12%
MAA B -0.12%
AVA A -0.12%
ENR B -0.11%
KSS F -0.11%
ARE D -0.11%
LCII C -0.11%
PINC B -0.11%
TOWN B -0.11%
STC B -0.1%
WSBC A -0.1%
KIM A -0.1%
UPBD B -0.1%
FCF A -0.1%
NWBI B -0.1%
MAN D -0.1%
HUN F -0.1%
CVI F -0.1%
CPT B -0.09%
HOPE B -0.09%
STBA B -0.09%
PTVE B -0.09%
HMN B -0.09%
UDR B -0.09%
SASR B -0.09%
VRTS B -0.09%
WWW B -0.09%
CRI D -0.09%
KRO D -0.08%
KALU C -0.08%
PDCO D -0.08%
NAVI C -0.08%
GLPI C -0.08%
BUSE B -0.08%
HST C -0.08%
NWN A -0.08%
REG B -0.08%
KLG C -0.08%
GEF A -0.08%
VBTX B -0.08%
OCFC B -0.07%
CRGY B -0.07%
PEBO A -0.07%
LAMR D -0.07%
AMSF B -0.07%
SAFT C -0.07%
WPC D -0.07%
DCOM A -0.07%
UVV B -0.07%
CC C -0.07%
PBI B -0.07%
BLMN F -0.06%
FRT B -0.06%
PFC A -0.06%
SXC A -0.06%
DLX B -0.06%
TMP B -0.06%
GRNT B -0.06%
SBSI B -0.06%
CTBI B -0.06%
LEG F -0.06%
XRX F -0.06%
CUBE D -0.06%
IBCP B -0.05%
HBNC B -0.05%
FCBC B -0.05%
EGBN B -0.05%
CWEN C -0.05%
CBRL C -0.05%
NNN D -0.05%
BRX A -0.05%
HFWA B -0.05%
UVSP B -0.05%
CFFN B -0.05%
MNRO D -0.05%
BRKL B -0.05%
GES F -0.05%
HTBK A -0.04%
WASH C -0.04%
CAC B -0.04%
UVE B -0.04%
REPX A -0.04%
TRST A -0.04%
HAFC A -0.04%
ETD C -0.04%
STAG F -0.04%
RHP B -0.04%
JBSS D -0.04%
MBWM B -0.04%
HBT B -0.04%
ADC B -0.04%
CPF A -0.04%
KRC C -0.03%
BGS F -0.03%
RBB B -0.03%
SLG B -0.03%
BSRR B -0.03%
GCMG B -0.03%
SBRA C -0.03%
DHIL A -0.03%
BHRB B -0.03%
IRT A -0.03%
MOFG A -0.03%
FFIC B -0.03%
RYN D -0.03%
SHBI A -0.03%
NPK B -0.03%
ITIC B -0.03%
MPB B -0.03%
KRNY B -0.03%
UWMC D -0.03%
EPRT B -0.03%
EBF F -0.03%
DIN C -0.03%
MSBI B -0.03%
BHB B -0.03%
NFBK B -0.03%
PLOW D -0.03%
FMNB B -0.03%
EGY D -0.03%
THFF B -0.03%
ACCO C -0.03%
SPTN D -0.03%
SWBI C -0.03%
PCB A -0.02%
PKBK A -0.02%
RM D -0.02%
LXP D -0.02%
FLIC B -0.02%
CZNC B -0.02%
BRY F -0.02%
FRST B -0.02%
HVT D -0.02%
IIPR D -0.02%
FNLC B -0.02%
SPOK C -0.02%
AKR B -0.02%
BNL D -0.02%
NEWT B -0.02%
UE C -0.02%
CIVB B -0.02%
AROW B -0.02%
EPR D -0.02%
MSB B -0.02%
VLGEA B -0.02%
PK B -0.02%
PFIS A -0.02%
WSBF C -0.02%
GTN F -0.02%
PCH D -0.02%
LGTY D -0.02%
CDP C -0.02%
CTRE D -0.02%
WTBA B -0.02%
MPX B -0.02%
NHI D -0.02%
SKT B -0.02%
FISI A -0.02%
BMRC B -0.02%
NSA D -0.02%
DGICA A -0.02%
CUZ B -0.02%
FMAO B -0.02%
NVEC C -0.02%
MAC B -0.02%
NRIM A -0.02%
ALRS D -0.02%
PLYM F -0.01%
OLP B -0.01%
WSR A -0.01%
EVC C -0.01%
AAT B -0.01%
NXRT B -0.01%
MOV C -0.01%
CBL A -0.01%
ALEX C -0.01%
LTC B -0.01%
NUS D -0.01%
ROIC A -0.01%
SAVE D -0.01%
III C -0.01%
ALX D -0.01%
DEA D -0.01%
JBGS D -0.01%
UMH C -0.01%
KW B -0.01%
GTY B -0.01%
ELME D -0.01%
NWFL C -0.01%
RGP F -0.01%
FCPT C -0.01%
DEI B -0.01%
FF D -0.01%
NXDT D -0.0%
BRT B -0.0%
PKST D -0.0%
PSTL D -0.0%
CHCT C -0.0%
RMR F -0.0%
NTST D -0.0%
CSR B -0.0%
AHH D -0.0%
CTO B -0.0%
LAND F -0.0%
BFS C -0.0%
GMRE F -0.0%
INN D -0.0%
Compare ETFs