SUSA vs. HYLG ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to Global X Health Care Covered Call & Growth ETF (HYLG)

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

HYLG

Global X Health Care Covered Call & Growth ETF

HYLG Description

Global X Funds - Global X Health Care Covered Call & Growth ETF is an exchange traded fund launched and managed by Global X Management Company LLC. It invests in public equity markets of the United States. It invests directly, through derivatives and through other funds in stocks of companies operating across health care sectors. It uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the Cboe S&P Health Care Select Sector Half BuyWrite Index, by using representative sampling technique. Global X Funds - Global X Health Care Covered Call & Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$24.74

Average Daily Volume

609

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SUSA	HYLG
30 Days	4.04%	-3.23%
60 Days	4.55%	-5.40%
90 Days	6.30%	-5.13%
12 Months	32.95%	8.44%

27 Overlapping Holdings

Symbol	Grade	Weight in SUSA	Weight in HYLG	Overlap
A	D	0.37%	0.34%	0.34%
AMGN	D	0.66%	1.4%	0.66%
BIIB	F	0.08%	0.21%	0.08%
DGX	A	0.45%	0.16%	0.16%
DHR	F	0.6%	1.36%	0.6%
DVA	B	0.27%	0.06%	0.06%
DXCM	D	0.1%	0.27%	0.1%
ELV	F	0.52%	0.85%	0.52%
EW	C	0.34%	0.35%	0.34%
GILD	C	1.14%	1.03%	1.03%
HCA	F	0.23%	0.58%	0.23%
HOLX	D	0.19%	0.17%	0.17%
HUM	C	0.08%	0.3%	0.08%
IDXX	F	0.44%	0.31%	0.31%
LH	C	0.18%	0.18%	0.18%
LLY	F	1.31%	5.66%	1.31%
MOH	F	0.18%	0.16%	0.16%
MRK	F	0.51%	2.19%	0.51%
MTD	D	0.12%	0.23%	0.12%
REGN	F	0.08%	0.77%	0.08%
SOLV	C	0.11%	0.08%	0.08%
STE	F	0.28%	0.19%	0.19%
VRTX	F	0.35%	1.11%	0.35%
WAT	B	0.4%	0.19%	0.19%
WST	C	0.23%	0.21%	0.21%
ZBH	C	0.22%	0.2%	0.2%
ZTS	D	0.8%	0.69%	0.69%

SUSA Overweight 148 Positions Relative to HYLG

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%
K	A	1.38%
ECL	D	1.3%
ADP	B	1.29%
TXN	C	1.28%
CRH	A	1.19%
CRM	B	1.18%
MS	A	1.12%
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%
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%
LOW	D	0.72%
EA	A	0.72%
CDNS	B	0.71%
PGR	A	0.69%
ACN	C	0.67%
CMI	A	0.67%
BK	A	0.67%
HPE	B	0.65%
FERG	B	0.63%
DIS	B	0.62%
GE	D	0.59%
SPGI	C	0.59%
EQIX	A	0.58%
CCI	D	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%
XYL	D	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%
BG	F	0.45%
NXPI	D	0.44%
LII	A	0.44%
WSM	B	0.42%
CBRE	B	0.42%
KMB	D	0.41%
HBAN	A	0.41%
ES	D	0.4%
INTC	D	0.39%
BBY	D	0.39%
GDDY	A	0.39%
BKNG	A	0.38%
AMT	D	0.36%
SLB	C	0.34%
KEYS	A	0.34%
TWLO	A	0.31%
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%
ED	D	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%
ACGL	D	0.23%
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%
HUBS	A	0.19%
SYF	B	0.19%
MELI	D	0.19%
MRVL	B	0.19%
NEM	D	0.18%
NTRS	A	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%
STT	A	0.13%
CAT	B	0.13%
FSLR	F	0.13%
KDP	D	0.13%
PTC	A	0.13%
MDB	C	0.13%
PWR	A	0.12%
MKC	D	0.12%
TFC	A	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%
STX	D	0.1%
IT	C	0.1%
RIVN	F	0.09%
LIN	D	0.09%
PPG	F	0.09%
SNOW	C	0.09%
AVTR	F	0.08%
KHC	F	0.08%
AKAM	D	0.08%

SUSA Underweight 34 Positions Relative to HYLG

Symbol	Grade	Weight
UNH	C	-4.98%
JNJ	D	-3.22%
ABBV	D	-2.65%
TMO	F	-1.81%
ABT	B	-1.78%
ISRG	A	-1.68%
PFE	D	-1.31%
SYK	C	-1.14%
BSX	B	-1.13%
BMY	B	-1.04%
MDT	D	-1.0%
CI	F	-0.83%
MCK	B	-0.71%
CVS	D	-0.6%
BDX	F	-0.58%
COR	B	-0.36%
RMD	C	-0.32%
GEHC	F	-0.32%
IQV	D	-0.32%
CAH	B	-0.27%
CNC	D	-0.27%
PODD	C	-0.17%
BAX	D	-0.15%
VTRS	A	-0.14%
INCY	C	-0.13%
RVTY	F	-0.13%
MRNA	F	-0.13%
ALGN	D	-0.13%
UHS	D	-0.11%
TECH	D	-0.1%
CRL	C	-0.09%
CTLT	B	-0.09%
TFX	F	-0.08%
HSIC	B	-0.08%