SUSA vs. FDWM ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to Fidelity Women's Leadership ETF (FDWM)
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
FDWM

Fidelity Women's Leadership ETF

FDWM Description The investment seeks long-term growth of capital. The Advisor normally invests at least 80% of assets in equity securities of companies that prioritize and advance women's leadership and development. The Adviser may invest the fund's assets in securities of foreign issuers in addition to securities of domestic issuers. The fund may invest a significant percentage of its assets in relatively few companies and may invest up to 25% in a single company. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.72

Average Daily Volume

241

Number of Holdings *

101

* may have additional holdings in another (foreign) market
Performance
Period SUSA FDWM
30 Days 4.04% 2.79%
60 Days 4.55% 2.73%
90 Days 6.30% 4.82%
12 Months 32.95% 24.93%
37 Overlapping Holdings
Symbol Grade Weight in SUSA Weight in FDWM Overlap
AAPL C 4.77% 4.35% 4.35%
ACN C 0.67% 2.03% 0.67%
ADBE C 1.02% 1.32% 1.02%
ALNY D 0.14% 1.0% 0.14%
AMD F 0.55% 1.19% 0.55%
ANET C 0.31% 1.41% 0.31%
BALL D 0.14% 0.69% 0.14%
BBY D 0.39% 0.61% 0.39%
BG F 0.45% 0.47% 0.45%
BKR B 0.51% 1.04% 0.51%
CLX B 0.58% 0.83% 0.58%
CRM B 1.18% 1.62% 1.18%
DIS B 0.62% 1.93% 0.62%
ELV F 0.52% 0.92% 0.52%
FIS C 0.27% 0.82% 0.27%
FSLR F 0.13% 0.98% 0.13%
GOOG C 1.91% 2.61% 1.91%
HBAN A 0.41% 0.65% 0.41%
HOLX D 0.19% 1.76% 0.19%
HUBS A 0.19% 1.21% 0.19%
INTU C 1.06% 0.85% 0.85%
LOW D 0.72% 0.54% 0.54%
MA C 0.95% 1.09% 0.95%
MMC B 0.29% 0.93% 0.29%
MRK F 0.51% 0.68% 0.51%
MRVL B 0.19% 1.08% 0.19%
MSFT F 4.66% 3.66% 3.66%
MU D 0.26% 0.87% 0.26%
NDAQ A 0.26% 0.95% 0.26%
NFLX A 0.49% 0.66% 0.49%
NVDA C 5.47% 3.24% 3.24%
NXPI D 0.44% 1.16% 0.44%
PGR A 0.69% 1.73% 0.69%
VLTO D 0.47% 0.42% 0.42%
VRTX F 0.35% 0.59% 0.35%
WSM B 0.42% 1.4% 0.42%
ZTS D 0.8% 0.78% 0.78%
SUSA Overweight 138 Positions Relative to FDWM
Symbol Grade Weight
GOOGL C 2.0%
TSLA B 1.8%
HD A 1.68%
KO D 1.62%
AVGO D 1.56%
OKE A 1.53%
TT A 1.5%
K A 1.38%
LLY F 1.31%
ECL D 1.3%
ADP B 1.29%
TXN C 1.28%
CRH A 1.19%
GILD C 1.14%
MS A 1.12%
AXP A 1.02%
V A 0.99%
PNR A 0.92%
NOW A 0.91%
LNG B 0.85%
ADSK A 0.84%
PEP F 0.81%
AMAT F 0.81%
PRU A 0.8%
GWW B 0.78%
TRGP B 0.78%
EXPD D 0.77%
MMM D 0.77%
IBM C 0.76%
DECK A 0.74%
GIS D 0.74%
CSCO B 0.73%
EA A 0.72%
CDNS B 0.71%
CMI A 0.67%
BK A 0.67%
AMGN D 0.66%
HPE B 0.65%
FERG B 0.63%
DHR F 0.6%
GE D 0.59%
SPGI C 0.59%
EQIX A 0.58%
CCI D 0.58%
COST B 0.57%
CHRW C 0.57%
MCO B 0.54%
BR A 0.54%
XYL D 0.51%
WDAY B 0.51%
VZ C 0.5%
LKQ D 0.49%
AXON A 0.48%
LRCX F 0.46%
PG A 0.46%
TRV B 0.45%
DGX A 0.45%
IDXX F 0.44%
LII A 0.44%
CBRE B 0.42%
KMB D 0.41%
WAT B 0.4%
ES D 0.4%
INTC D 0.39%
GDDY A 0.39%
BKNG A 0.38%
A D 0.37%
AMT D 0.36%
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%
SNPS B 0.29%
PNC B 0.29%
VLO C 0.28%
STE F 0.28%
DVA B 0.27%
ED D 0.27%
TGT F 0.27%
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%
HPQ B 0.21%
CARR D 0.21%
IRM D 0.21%
TEAM A 0.2%
COO D 0.2%
KR B 0.2%
SYF B 0.19%
MELI D 0.19%
LH C 0.18%
NEM D 0.18%
MOH F 0.18%
NTRS A 0.18%
CNH C 0.17%
FDS B 0.16%
IFF D 0.15%
RCL A 0.14%
STT A 0.13%
CAT B 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%
IPG D 0.11%
LULU C 0.11%
NI A 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%
KHC F 0.08%
AKAM D 0.08%
SUSA Underweight 64 Positions Relative to FDWM
Symbol Grade Weight
AMZN C -2.56%
CI F -1.69%
JPM A -1.5%
CDW F -1.23%
VTR C -1.16%
CNC D -1.13%
BAC A -1.11%
PODD C -1.1%
HIG B -1.04%
NEE D -1.0%
WEX D -0.99%
C A -0.98%
GEV B -0.96%
ETN A -0.94%
LDOS C -0.94%
ULTA F -0.94%
GEN B -0.93%
TMHC B -0.92%
DE A -0.92%
PH A -0.87%
EL F -0.8%
CBT C -0.78%
HLT A -0.78%
UPS C -0.77%
NSIT F -0.76%
PSA D -0.75%
FSS B -0.74%
OTIS C -0.71%
SAIC F -0.71%
RRX B -0.7%
GSK F -0.67%
AR B -0.66%
ETSY D -0.64%
EMN D -0.62%
ICLR D -0.61%
EXAS D -0.61%
CE F -0.57%
OLED D -0.57%
SUM B -0.57%
USB A -0.56%
OXY D -0.55%
PINS D -0.55%
SBUX A -0.55%
DELL C -0.53%
EQT B -0.52%
NVT B -0.51%
TPR B -0.51%
ATI D -0.51%
HSY F -0.5%
MAN D -0.47%
WRBY B -0.45%
MTN C -0.44%
NKE D -0.37%
RUN F -0.36%
AMN F -0.36%
ARCB C -0.34%
ZLAB C -0.31%
PD C -0.29%
ELF C -0.28%
GAP C -0.24%
RDUS C -0.24%
SEDG F -0.21%
MLKN D -0.2%
SAGE F -0.08%
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