SUSA vs. EVUS ETF Comparison
Comparison of iShares MSCI USA ESG Select ETF (SUSA) to iShares ESG Aware MSCI USA Value ETF (EVUS)
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
$124.68
Average Daily Volume
61,912
Number of Holdings
*
175
* may have additional holdings in another (foreign) market
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$30.51
Average Daily Volume
1,875
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | SUSA | EVUS |
|---|---|---|
| 30 Days | 2.89% | 1.48% |
| 60 Days | 4.46% | 3.12% |
| 90 Days | 5.92% | 5.28% |
| 12 Months | 32.47% | 28.52% |
114 Overlapping Holdings
| Symbol | Grade | Weight in SUSA | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.37% | 0.19% | 0.19% | |
| ACGL | C | 0.23% | 0.16% | 0.16% | |
| ACN | B | 0.67% | 0.56% | 0.56% | |
| ADP | A | 1.29% | 1.24% | 1.24% | |
| AKAM | D | 0.08% | 0.12% | 0.08% | |
| AMGN | F | 0.66% | 0.74% | 0.66% | |
| AMT | C | 0.36% | 0.59% | 0.36% | |
| ANSS | B | 0.24% | 0.35% | 0.24% | |
| AVGO | D | 1.56% | 2.9% | 1.56% | |
| AVTR | F | 0.08% | 0.09% | 0.08% | |
| AXP | A | 1.02% | 0.9% | 0.9% | |
| BALL | F | 0.14% | 0.1% | 0.1% | |
| BBY | D | 0.39% | 0.28% | 0.28% | |
| BG | D | 0.45% | 0.32% | 0.32% | |
| BIIB | F | 0.08% | 0.1% | 0.08% | |
| BK | A | 0.67% | 0.74% | 0.67% | |
| BKR | A | 0.51% | 0.31% | 0.31% | |
| BR | A | 0.54% | 0.73% | 0.54% | |
| CARR | C | 0.21% | 0.4% | 0.21% | |
| CAT | B | 0.13% | 0.75% | 0.13% | |
| CBRE | B | 0.42% | 0.35% | 0.35% | |
| CCI | C | 0.58% | 0.6% | 0.58% | |
| CHD | A | 0.22% | 0.29% | 0.22% | |
| CHRW | B | 0.57% | 0.4% | 0.4% | |
| CLX | A | 0.58% | 0.43% | 0.43% | |
| CMI | A | 0.67% | 0.78% | 0.67% | |
| CNH | C | 0.17% | 0.24% | 0.17% | |
| COO | D | 0.2% | 0.3% | 0.2% | |
| CRH | A | 1.19% | 0.76% | 0.76% | |
| CSCO | B | 0.73% | 1.01% | 0.73% | |
| DGX | A | 0.45% | 0.3% | 0.3% | |
| DHR | F | 0.6% | 0.7% | 0.6% | |
| DIS | B | 0.62% | 0.88% | 0.62% | |
| EA | A | 0.72% | 0.41% | 0.41% | |
| ECL | D | 1.3% | 0.64% | 0.64% | |
| ED | C | 0.27% | 0.25% | 0.25% | |
| ELV | F | 0.52% | 0.65% | 0.52% | |
| EQIX | A | 0.58% | 0.61% | 0.58% | |
| ES | C | 0.4% | 0.23% | 0.23% | |
| EXPD | C | 0.77% | 0.51% | 0.51% | |
| FBIN | D | 0.11% | 0.23% | 0.11% | |
| FDS | B | 0.16% | 0.19% | 0.16% | |
| FERG | B | 0.63% | 0.43% | 0.43% | |
| FIS | C | 0.27% | 0.25% | 0.25% | |
| FSLR | F | 0.13% | 0.1% | 0.1% | |
| GILD | C | 1.14% | 0.96% | 0.96% | |
| GIS | D | 0.74% | 0.6% | 0.6% | |
| HBAN | A | 0.41% | 0.29% | 0.29% | |
| HCA | F | 0.23% | 0.3% | 0.23% | |
| HD | B | 1.68% | 2.07% | 1.68% | |
| HOLX | D | 0.19% | 0.14% | 0.14% | |
| HPE | B | 0.65% | 0.35% | 0.35% | |
| HPQ | B | 0.21% | 0.17% | 0.17% | |
| HUM | C | 0.08% | 0.1% | 0.08% | |
| IBM | C | 0.76% | 1.17% | 0.76% | |
| IFF | D | 0.15% | 0.12% | 0.12% | |
| INTC | C | 0.39% | 0.57% | 0.39% | |
| IPG | D | 0.11% | 0.08% | 0.08% | |
| IRM | C | 0.21% | 0.34% | 0.21% | |
| JCI | B | 0.3% | 0.38% | 0.3% | |
| K | A | 1.38% | 0.89% | 0.89% | |
| KDP | F | 0.13% | 0.21% | 0.13% | |
| KEYS | A | 0.34% | 0.35% | 0.34% | |
| KHC | F | 0.08% | 0.26% | 0.08% | |
| KMB | C | 0.41% | 0.36% | 0.36% | |
| KO | D | 1.62% | 1.67% | 1.62% | |
| KR | B | 0.2% | 0.41% | 0.2% | |
| LH | B | 0.18% | 0.22% | 0.18% | |
| LIN | C | 0.09% | 0.49% | 0.09% | |
| LKQ | F | 0.49% | 0.39% | 0.39% | |
| LOW | C | 0.72% | 0.74% | 0.72% | |
| MKC | C | 0.12% | 0.14% | 0.12% | |
| MMC | B | 0.29% | 0.24% | 0.24% | |
| MMM | D | 0.77% | 0.6% | 0.6% | |
| MRK | D | 0.51% | 0.52% | 0.51% | |
| MS | A | 1.12% | 1.07% | 1.07% | |
| MU | D | 0.26% | 0.41% | 0.26% | |
| NDAQ | A | 0.26% | 0.38% | 0.26% | |
| NEM | D | 0.18% | 0.28% | 0.18% | |
| NI | A | 0.11% | 0.67% | 0.11% | |
| NTRS | A | 0.18% | 0.16% | 0.16% | |
| NUE | C | 0.11% | 0.25% | 0.11% | |
| NXPI | D | 0.44% | 0.52% | 0.44% | |
| OC | A | 0.11% | 0.21% | 0.11% | |
| OKE | A | 1.53% | 0.77% | 0.77% | |
| PEP | F | 0.81% | 0.84% | 0.81% | |
| PG | C | 0.46% | 1.5% | 0.46% | |
| PGR | A | 0.69% | 0.39% | 0.39% | |
| PNC | B | 0.29% | 0.62% | 0.29% | |
| PNR | A | 0.92% | 0.63% | 0.63% | |
| PPG | F | 0.09% | 0.34% | 0.09% | |
| PRU | A | 0.8% | 1.02% | 0.8% | |
| QCOM | F | 0.29% | 0.63% | 0.29% | |
| REGN | F | 0.08% | 0.22% | 0.08% | |
| SLB | C | 0.34% | 0.28% | 0.28% | |
| SOLV | D | 0.11% | 0.11% | 0.11% | |
| SPGI | C | 0.59% | 0.65% | 0.59% | |
| STE | D | 0.28% | 0.3% | 0.28% | |
| STT | B | 0.13% | 0.18% | 0.13% | |
| SYF | B | 0.19% | 0.47% | 0.19% | |
| TFC | A | 0.11% | 0.24% | 0.11% | |
| TGT | F | 0.27% | 0.43% | 0.27% | |
| TRMB | B | 0.25% | 0.2% | 0.2% | |
| TRV | B | 0.45% | 0.46% | 0.45% | |
| TSCO | D | 0.25% | 0.23% | 0.23% | |
| TWLO | A | 0.31% | 0.15% | 0.15% | |
| TXN | C | 1.28% | 1.47% | 1.28% | |
| VLO | C | 0.28% | 0.23% | 0.23% | |
| VZ | C | 0.5% | 0.79% | 0.5% | |
| WDC | D | 0.1% | 0.11% | 0.1% | |
| WELL | A | 0.29% | 0.46% | 0.29% | |
| XYL | D | 0.51% | 0.41% | 0.41% | |
| ZBH | C | 0.22% | 0.23% | 0.22% | |
| ZTS | D | 0.8% | 0.43% | 0.43% |
SUSA Overweight 61 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | 5.47% | |
| AAPL | C | 4.77% | |
| MSFT | D | 4.66% | |
| GOOGL | C | 2.0% | |
| GOOG | C | 1.91% | |
| TSLA | B | 1.8% | |
| TT | A | 1.5% | |
| LLY | F | 1.31% | |
| CRM | B | 1.18% | |
| INTU | B | 1.06% | |
| ADBE | C | 1.02% | |
| V | A | 0.99% | |
| MA | B | 0.95% | |
| NOW | A | 0.91% | |
| LNG | A | 0.85% | |
| ADSK | A | 0.84% | |
| AMAT | F | 0.81% | |
| GWW | B | 0.78% | |
| TRGP | A | 0.78% | |
| DECK | A | 0.74% | |
| CDNS | B | 0.71% | |
| GE | D | 0.59% | |
| COST | A | 0.57% | |
| AMD | F | 0.55% | |
| MCO | B | 0.54% | |
| WDAY | B | 0.51% | |
| NFLX | A | 0.49% | |
| AXON | A | 0.48% | |
| VLTO | C | 0.47% | |
| LRCX | F | 0.46% | |
| IDXX | F | 0.44% | |
| LII | A | 0.44% | |
| WSM | C | 0.42% | |
| WAT | C | 0.4% | |
| GDDY | A | 0.39% | |
| BKNG | A | 0.38% | |
| VRTX | D | 0.35% | |
| EW | C | 0.34% | |
| ANET | C | 0.31% | |
| PANW | B | 0.31% | |
| SNPS | B | 0.29% | |
| DVA | C | 0.27% | |
| WST | C | 0.23% | |
| TEAM | A | 0.2% | |
| HUBS | A | 0.19% | |
| MELI | C | 0.19% | |
| MRVL | B | 0.19% | |
| MOH | F | 0.18% | |
| RCL | A | 0.14% | |
| ALNY | D | 0.14% | |
| PTC | B | 0.13% | |
| MDB | B | 0.13% | |
| MTD | F | 0.12% | |
| PWR | A | 0.12% | |
| LULU | C | 0.11% | |
| APTV | F | 0.1% | |
| DXCM | C | 0.1% | |
| STX | C | 0.1% | |
| IT | C | 0.1% | |
| RIVN | F | 0.09% | |
| SNOW | B | 0.09% |
SUSA Underweight 120 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -2.81% | |
| UNH | B | -2.04% | |
| XOM | B | -1.54% | |
| JNJ | C | -1.43% | |
| BAC | A | -1.33% | |
| ORCL | A | -1.31% | |
| CVX | A | -1.26% | |
| BRK.A | B | -1.19% | |
| PEG | A | -0.96% | |
| ABBV | F | -0.92% | |
| HON | C | -0.86% | |
| GS | A | -0.84% | |
| COP | C | -0.82% | |
| NEE | C | -0.82% | |
| KMI | A | -0.81% | |
| RTX | D | -0.79% | |
| C | A | -0.69% | |
| MCD | D | -0.63% | |
| CI | D | -0.58% | |
| PFE | F | -0.55% | |
| MET | A | -0.52% | |
| COR | B | -0.49% | |
| HIG | B | -0.47% | |
| DLR | B | -0.47% | |
| DFS | B | -0.45% | |
| DE | B | -0.43% | |
| BMY | B | -0.42% | |
| SCHW | B | -0.4% | |
| NOC | D | -0.4% | |
| CMCSA | B | -0.4% | |
| OVV | B | -0.39% | |
| FI | A | -0.38% | |
| T | A | -0.38% | |
| CMS | C | -0.38% | |
| SBUX | A | -0.37% | |
| FLUT | A | -0.36% | |
| EXC | C | -0.35% | |
| PSX | C | -0.33% | |
| TAP | C | -0.33% | |
| UPS | C | -0.32% | |
| BLK | B | -0.31% | |
| CAH | B | -0.31% | |
| DAL | B | -0.3% | |
| PLD | F | -0.3% | |
| ETN | A | -0.29% | |
| D | C | -0.28% | |
| WFC | A | -0.28% | |
| EIX | B | -0.28% | |
| USB | A | -0.28% | |
| FTV | C | -0.27% | |
| ADI | D | -0.27% | |
| URI | C | -0.27% | |
| WY | F | -0.26% | |
| PYPL | B | -0.24% | |
| ABT | B | -0.24% | |
| AFL | B | -0.23% | |
| GEV | B | -0.23% | |
| FDX | B | -0.23% | |
| WTRG | B | -0.21% | |
| J | D | -0.21% | |
| AIZ | A | -0.2% | |
| COF | C | -0.18% | |
| TJX | A | -0.18% | |
| CNC | D | -0.18% | |
| MRO | B | -0.18% | |
| IEX | C | -0.17% | |
| EQT | B | -0.16% | |
| DHI | F | -0.16% | |
| JBHT | C | -0.16% | |
| WMB | A | -0.16% | |
| IP | A | -0.16% | |
| IR | B | -0.15% | |
| TFX | F | -0.15% | |
| ALLE | C | -0.15% | |
| WTW | B | -0.14% | |
| HUBB | B | -0.14% | |
| PHM | D | -0.13% | |
| ROK | C | -0.13% | |
| FOX | A | -0.13% | |
| CB | C | -0.13% | |
| HRL | D | -0.12% | |
| BXP | C | -0.12% | |
| PFG | D | -0.12% | |
| CPB | D | -0.12% | |
| PAYX | B | -0.12% | |
| HII | F | -0.12% | |
| LDOS | C | -0.11% | |
| ADM | D | -0.11% | |
| TMO | F | -0.11% | |
| PSA | C | -0.11% | |
| CBOE | C | -0.11% | |
| AZPN | A | -0.11% | |
| GEN | B | -0.11% | |
| JNPR | D | -0.11% | |
| MKTX | D | -0.11% | |
| APD | A | -0.11% | |
| STLD | B | -0.11% | |
| FANG | C | -0.11% | |
| CCK | D | -0.1% | |
| DD | C | -0.1% | |
| NTAP | C | -0.1% | |
| DOW | F | -0.1% | |
| RMD | C | -0.1% | |
| ITW | B | -0.1% | |
| DOV | A | -0.1% | |
| ICE | C | -0.1% | |
| CAG | F | -0.09% | |
| MDLZ | F | -0.09% | |
| TTC | C | -0.09% | |
| CVS | D | -0.09% | |
| KMX | B | -0.09% | |
| ULTA | F | -0.09% | |
| AVY | F | -0.09% | |
| SYY | D | -0.09% | |
| STZ | D | -0.09% | |
| GEHC | D | -0.09% | |
| LYB | F | -0.08% | |
| NKE | F | -0.08% | |
| DG | F | -0.06% | |
| DLTR | F | -0.06% |
SUSA: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Semiconductors
Diversified Industrials
Drug Manufacturers - Major
Specialty Chemicals
Business Services
Capital Markets
Credit Services
Household & Personal Products
Medical Instruments & Supplies
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Beverages - Soft Drinks
Biotechnology
Health Care Plans
Information Technology Services
Internet Content & Information
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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