SUSA vs. OALC ETF Comparison
Comparison of iShares MSCI USA ESG Select ETF (SUSA) to OneAscent Large Cap Core ETF (OALC)
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
OALC
OneAscent Large Cap Core ETF
OALC Description
Oneascent Large Cap Core ETF is an exchange traded fund launched by Unified Series Trust. The fund is managed by OneAscent Investment Solutions, LLC. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies, within the market capitalization range of the Russell 1000 Index. The fund employs fundamental and quantitative analysis to create its portfolio. The fund employs proprietary research to create its portfolio. Oneascent Large Cap Core ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$30.54
Average Daily Volume
23,773
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
Performance
| Period | SUSA | OALC |
|---|---|---|
| 30 Days | 4.04% | 3.48% |
| 60 Days | 4.55% | 4.90% |
| 90 Days | 6.30% | 6.76% |
| 12 Months | 32.95% | 28.81% |
83 Overlapping Holdings
| Symbol | Grade | Weight in SUSA | Weight in OALC | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.37% | 0.21% | 0.21% | |
| ACGL | D | 0.23% | 0.14% | 0.14% | |
| ADBE | C | 1.02% | 0.65% | 0.65% | |
| ADP | B | 1.29% | 0.45% | 0.45% | |
| ADSK | A | 0.84% | 0.25% | 0.25% | |
| AKAM | D | 0.08% | 0.09% | 0.08% | |
| AMAT | F | 0.81% | 0.53% | 0.53% | |
| AMD | F | 0.55% | 0.5% | 0.5% | |
| AMGN | D | 0.66% | 0.32% | 0.32% | |
| ANET | C | 0.31% | 0.54% | 0.31% | |
| AVGO | D | 1.56% | 1.64% | 1.56% | |
| AXP | A | 1.02% | 0.48% | 0.48% | |
| BKNG | A | 0.38% | 0.58% | 0.38% | |
| CAT | B | 0.13% | 0.57% | 0.13% | |
| CBRE | B | 0.42% | 0.43% | 0.42% | |
| CCI | D | 0.58% | 0.35% | 0.35% | |
| CDNS | B | 0.71% | 0.25% | 0.25% | |
| COST | B | 0.57% | 1.0% | 0.57% | |
| CRM | B | 1.18% | 0.81% | 0.81% | |
| CSCO | B | 0.73% | 1.05% | 0.73% | |
| DECK | A | 0.74% | 0.17% | 0.17% | |
| DHR | F | 0.6% | 0.56% | 0.56% | |
| DXCM | D | 0.1% | 0.11% | 0.1% | |
| EA | A | 0.72% | 0.28% | 0.28% | |
| ECL | D | 1.3% | 0.21% | 0.21% | |
| ELV | F | 0.52% | 0.42% | 0.42% | |
| ES | D | 0.4% | 0.2% | 0.2% | |
| EW | C | 0.34% | 0.2% | 0.2% | |
| EXPD | D | 0.77% | 0.21% | 0.21% | |
| GDDY | A | 0.39% | 0.23% | 0.23% | |
| GE | D | 0.59% | 0.46% | 0.46% | |
| GILD | C | 1.14% | 0.28% | 0.28% | |
| GOOG | C | 1.91% | 2.0% | 1.91% | |
| GOOGL | C | 2.0% | 2.07% | 2.0% | |
| GWW | B | 0.78% | 0.23% | 0.23% | |
| HD | A | 1.68% | 1.25% | 1.25% | |
| HOLX | D | 0.19% | 0.15% | 0.15% | |
| HPQ | B | 0.21% | 0.19% | 0.19% | |
| HUM | C | 0.08% | 0.2% | 0.08% | |
| IBM | C | 0.76% | 0.57% | 0.57% | |
| IDXX | F | 0.44% | 0.21% | 0.21% | |
| INTC | D | 0.39% | 0.32% | 0.32% | |
| INTU | C | 1.06% | 0.61% | 0.61% | |
| IT | C | 0.1% | 0.19% | 0.1% | |
| KDP | D | 0.13% | 0.17% | 0.13% | |
| KEYS | A | 0.34% | 0.2% | 0.2% | |
| KO | D | 1.62% | 0.9% | 0.9% | |
| LIN | D | 0.09% | 0.72% | 0.09% | |
| LLY | F | 1.31% | 1.29% | 1.29% | |
| LOW | D | 0.72% | 0.64% | 0.64% | |
| LRCX | F | 0.46% | 0.37% | 0.37% | |
| MA | C | 0.95% | 1.29% | 0.95% | |
| MCO | B | 0.54% | 0.4% | 0.4% | |
| MMC | B | 0.29% | 0.48% | 0.29% | |
| MOH | F | 0.18% | 0.16% | 0.16% | |
| MRK | F | 0.51% | 0.59% | 0.51% | |
| MS | A | 1.12% | 0.6% | 0.6% | |
| MSFT | F | 4.66% | 6.67% | 4.66% | |
| MTD | D | 0.12% | 0.21% | 0.12% | |
| MU | D | 0.26% | 0.27% | 0.26% | |
| NOW | A | 0.91% | 0.6% | 0.6% | |
| NVDA | C | 5.47% | 7.31% | 5.47% | |
| PANW | C | 0.31% | 0.31% | 0.31% | |
| PEP | F | 0.81% | 0.81% | 0.81% | |
| PG | A | 0.46% | 1.04% | 0.46% | |
| PGR | A | 0.69% | 0.4% | 0.4% | |
| PNC | B | 0.29% | 0.2% | 0.2% | |
| PTC | A | 0.13% | 0.13% | 0.13% | |
| QCOM | F | 0.29% | 0.49% | 0.29% | |
| REGN | F | 0.08% | 0.18% | 0.08% | |
| SNPS | B | 0.29% | 0.31% | 0.29% | |
| SPGI | C | 0.59% | 0.57% | 0.57% | |
| STX | D | 0.1% | 0.13% | 0.1% | |
| TFC | A | 0.11% | 0.17% | 0.11% | |
| TSLA | B | 1.8% | 1.8% | 1.8% | |
| TXN | C | 1.28% | 0.71% | 0.71% | |
| V | A | 0.99% | 1.49% | 0.99% | |
| VLO | C | 0.28% | 0.15% | 0.15% | |
| VRTX | F | 0.35% | 0.28% | 0.28% | |
| VZ | C | 0.5% | 0.72% | 0.5% | |
| WAT | B | 0.4% | 0.17% | 0.17% | |
| WDC | D | 0.1% | 0.12% | 0.1% | |
| ZTS | D | 0.8% | 0.25% | 0.25% |
SUSA Overweight 92 Positions Relative to OALC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 4.77% | |
| OKE | A | 1.53% | |
| TT | A | 1.5% | |
| K | A | 1.38% | |
| CRH | A | 1.19% | |
| PNR | A | 0.92% | |
| LNG | B | 0.85% | |
| PRU | A | 0.8% | |
| TRGP | B | 0.78% | |
| MMM | D | 0.77% | |
| GIS | D | 0.74% | |
| ACN | C | 0.67% | |
| CMI | A | 0.67% | |
| BK | A | 0.67% | |
| HPE | B | 0.65% | |
| FERG | B | 0.63% | |
| DIS | B | 0.62% | |
| EQIX | A | 0.58% | |
| CLX | B | 0.58% | |
| CHRW | C | 0.57% | |
| BR | A | 0.54% | |
| XYL | D | 0.51% | |
| WDAY | B | 0.51% | |
| BKR | B | 0.51% | |
| LKQ | D | 0.49% | |
| NFLX | A | 0.49% | |
| AXON | A | 0.48% | |
| VLTO | D | 0.47% | |
| TRV | B | 0.45% | |
| DGX | A | 0.45% | |
| BG | F | 0.45% | |
| NXPI | D | 0.44% | |
| LII | A | 0.44% | |
| WSM | B | 0.42% | |
| KMB | D | 0.41% | |
| HBAN | A | 0.41% | |
| BBY | D | 0.39% | |
| AMT | D | 0.36% | |
| SLB | C | 0.34% | |
| TWLO | A | 0.31% | |
| JCI | C | 0.3% | |
| WELL | A | 0.29% | |
| STE | F | 0.28% | |
| DVA | B | 0.27% | |
| ED | D | 0.27% | |
| TGT | F | 0.27% | |
| FIS | C | 0.27% | |
| NDAQ | A | 0.26% | |
| TSCO | D | 0.25% | |
| TRMB | B | 0.25% | |
| ANSS | B | 0.24% | |
| WST | C | 0.23% | |
| HCA | F | 0.23% | |
| ZBH | C | 0.22% | |
| CHD | B | 0.22% | |
| 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% | |
| LH | C | 0.18% | |
| 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% | |
| FSLR | F | 0.13% | |
| MDB | C | 0.13% | |
| PWR | A | 0.12% | |
| MKC | D | 0.12% | |
| 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% | |
| RIVN | F | 0.09% | |
| PPG | F | 0.09% | |
| SNOW | C | 0.09% | |
| BIIB | F | 0.08% | |
| AVTR | F | 0.08% | |
| KHC | F | 0.08% |
SUSA Underweight 114 Positions Relative to OALC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -4.04% | |
| BRK.A | B | -1.97% | |
| JPM | A | -1.64% | |
| XOM | B | -1.25% | |
| WMT | A | -1.0% | |
| BAC | A | -0.91% | |
| JNJ | D | -0.9% | |
| ORCL | B | -0.84% | |
| CMCSA | B | -0.78% | |
| CVX | A | -0.74% | |
| MCD | D | -0.71% | |
| ABT | B | -0.7% | |
| T | A | -0.68% | |
| ABBV | D | -0.67% | |
| MSI | B | -0.65% | |
| HON | B | -0.58% | |
| UNP | C | -0.55% | |
| TJX | A | -0.55% | |
| BLK | C | -0.55% | |
| TMUS | B | -0.54% | |
| SYK | C | -0.53% | |
| FI | A | -0.51% | |
| ETN | A | -0.47% | |
| ADI | D | -0.46% | |
| NEE | D | -0.46% | |
| RTX | C | -0.44% | |
| ITW | B | -0.42% | |
| MDLZ | F | -0.42% | |
| UBER | D | -0.42% | |
| DUK | C | -0.41% | |
| SO | D | -0.41% | |
| BSX | B | -0.41% | |
| CI | F | -0.4% | |
| COP | C | -0.38% | |
| UPS | C | -0.38% | |
| LMT | D | -0.38% | |
| CB | C | -0.37% | |
| APH | A | -0.37% | |
| DE | A | -0.37% | |
| GLW | B | -0.37% | |
| CHTR | C | -0.36% | |
| FFIV | B | -0.36% | |
| OTIS | C | -0.36% | |
| MCK | B | -0.35% | |
| GM | B | -0.35% | |
| KLAC | D | -0.35% | |
| USB | A | -0.35% | |
| SRE | A | -0.34% | |
| AON | A | -0.33% | |
| CTAS | B | -0.32% | |
| SHW | A | -0.31% | |
| MAR | B | -0.3% | |
| APP | B | -0.3% | |
| KRC | C | -0.29% | |
| COF | B | -0.29% | |
| VRSK | A | -0.28% | |
| MSCI | C | -0.27% | |
| ABNB | C | -0.26% | |
| JNPR | F | -0.26% | |
| PH | A | -0.25% | |
| JLL | D | -0.25% | |
| UI | A | -0.25% | |
| CIEN | B | -0.24% | |
| VRSN | F | -0.24% | |
| YUM | B | -0.24% | |
| AWK | D | -0.24% | |
| GEV | B | -0.23% | |
| COR | B | -0.23% | |
| CMG | B | -0.22% | |
| MCHP | D | -0.22% | |
| EXPE | B | -0.22% | |
| CRWD | B | -0.21% | |
| MNST | C | -0.2% | |
| TDG | D | -0.2% | |
| CEG | D | -0.19% | |
| CAH | B | -0.18% | |
| NVR | D | -0.18% | |
| GD | F | -0.18% | |
| IDCC | A | -0.17% | |
| NTAP | C | -0.17% | |
| EOG | A | -0.17% | |
| F | C | -0.17% | |
| HSY | F | -0.17% | |
| JBL | B | -0.17% | |
| RMD | C | -0.16% | |
| CRDO | B | -0.16% | |
| HHH | B | -0.16% | |
| COIN | C | -0.16% | |
| ZBRA | B | -0.15% | |
| FE | C | -0.15% | |
| LYB | F | -0.15% | |
| LEN | D | -0.15% | |
| LYFT | C | -0.15% | |
| LUMN | C | -0.14% | |
| ZG | A | -0.13% | |
| DASH | A | -0.13% | |
| DELL | C | -0.13% | |
| IBKR | A | -0.13% | |
| TTD | B | -0.13% | |
| HES | B | -0.12% | |
| D | C | -0.12% | |
| NMRK | B | -0.12% | |
| CRVL | A | -0.11% | |
| MTCH | D | -0.11% | |
| INCY | C | -0.11% | |
| OXY | D | -0.1% | |
| PSTG | D | -0.1% | |
| WRB | A | -0.1% | |
| COMP | B | -0.1% | |
| ROKU | D | -0.1% | |
| IAC | D | -0.09% | |
| SPSC | C | -0.09% | |
| FYBR | D | -0.09% | |
| PINS | D | -0.09% |
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
OALC: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Internet Content & Information
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Major
Telecom Services
Capital Markets
Aerospace & Defense
Beverages - Soft Drinks
Business Services
Credit Services
Data Storage
Diversified Industrials
Health Care Plans
Medical Devices
Oil & Gas E&P
Real Estate Services
Software - Infrastructure
Specialty Chemicals
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