SUSA vs. VIG ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to Vanguard Div Appreciation ETF - DNQ (VIG)
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
VIG

Vanguard Div Appreciation ETF - DNQ

VIG Description The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The fund employs an indexing investment approach designed to track the performance of the NASDAQ US Dividend Achievers Select Index, which consists of common stocks of companies that have a record of increasing dividends over time. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$202.46

Average Daily Volume

706,726

Number of Holdings *

336

* may have additional holdings in another (foreign) market
Performance
Period SUSA VIG
30 Days 4.04% 1.97%
60 Days 4.55% 2.56%
90 Days 6.30% 5.04%
12 Months 32.95% 26.08%
58 Overlapping Holdings
Symbol Grade Weight in SUSA Weight in VIG Overlap
AAPL C 4.77% 4.74% 4.74%
ACN C 0.67% 1.16% 0.67%
ADP B 1.29% 0.64% 0.64%
AMGN D 0.66% 0.93% 0.66%
AVGO D 1.56% 4.24% 1.56%
BK A 0.67% 0.3% 0.3%
BR A 0.54% 0.13% 0.13%
CAT B 0.13% 0.98% 0.13%
CHD B 0.22% 0.13% 0.13%
CHRW C 0.57% 0.06% 0.06%
CLX B 0.58% 0.11% 0.11%
CMI A 0.67% 0.24% 0.24%
COST B 0.57% 2.08% 0.57%
CSCO B 0.73% 1.18% 0.73%
DGX A 0.45% 0.09% 0.09%
DHR F 0.6% 0.85% 0.6%
ECL D 1.3% 0.33% 0.33%
ELV F 0.52% 0.51% 0.51%
EXPD D 0.77% 0.09% 0.09%
FDS B 0.16% 0.09% 0.09%
GWW B 0.78% 0.27% 0.27%
HD A 1.68% 2.11% 1.68%
HPQ B 0.21% 0.19% 0.19%
HUM C 0.08% 0.17% 0.08%
IBM C 0.76% 1.02% 0.76%
INTU C 1.06% 0.92% 0.92%
KO D 1.62% 1.36% 1.36%
KR B 0.2% 0.14% 0.14%
LII A 0.44% 0.1% 0.1%
LIN D 0.09% 1.18% 0.09%
LOW D 0.72% 0.81% 0.72%
MA C 0.95% 2.23% 0.95%
MCO B 0.54% 0.38% 0.38%
MKC D 0.12% 0.11% 0.11%
MMC B 0.29% 0.58% 0.29%
MRK F 0.51% 1.39% 0.51%
MSFT F 4.66% 3.62% 3.62%
NDAQ A 0.26% 0.16% 0.16%
NUE C 0.11% 0.18% 0.11%
PEP F 0.81% 1.23% 0.81%
PG A 0.46% 2.1% 0.46%
PNC B 0.29% 0.4% 0.29%
PNR A 0.92% 0.09% 0.09%
PPG F 0.09% 0.16% 0.09%
QCOM F 0.29% 0.97% 0.29%
SPGI C 0.59% 0.83% 0.59%
STE F 0.28% 0.12% 0.12%
STT A 0.13% 0.15% 0.13%
TGT F 0.27% 0.37% 0.27%
TRV B 0.45% 0.3% 0.3%
TSCO D 0.25% 0.15% 0.15%
TXN C 1.28% 1.0% 1.0%
V A 0.99% 2.5% 0.99%
VLTO D 0.47% 0.14% 0.14%
WSM B 0.42% 0.09% 0.09%
WST C 0.23% 0.12% 0.12%
XYL D 0.51% 0.16% 0.16%
ZTS D 0.8% 0.44% 0.44%
SUSA Overweight 117 Positions Relative to VIG
Symbol Grade Weight
NVDA C 5.47%
GOOGL C 2.0%
GOOG C 1.91%
TSLA B 1.8%
OKE A 1.53%
TT A 1.5%
K A 1.38%
LLY F 1.31%
CRH A 1.19%
CRM B 1.18%
GILD C 1.14%
MS A 1.12%
ADBE C 1.02%
AXP A 1.02%
NOW A 0.91%
LNG B 0.85%
ADSK A 0.84%
AMAT F 0.81%
PRU A 0.8%
TRGP B 0.78%
MMM D 0.77%
DECK A 0.74%
GIS D 0.74%
EA A 0.72%
CDNS B 0.71%
PGR A 0.69%
HPE B 0.65%
FERG B 0.63%
DIS B 0.62%
GE D 0.59%
EQIX A 0.58%
CCI D 0.58%
AMD F 0.55%
WDAY B 0.51%
BKR B 0.51%
VZ C 0.5%
LKQ D 0.49%
NFLX A 0.49%
AXON A 0.48%
LRCX F 0.46%
BG F 0.45%
NXPI D 0.44%
IDXX F 0.44%
CBRE B 0.42%
KMB D 0.41%
HBAN A 0.41%
WAT B 0.4%
ES D 0.4%
INTC D 0.39%
BBY 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%
ANET C 0.31%
PANW C 0.31%
JCI C 0.3%
WELL A 0.29%
SNPS B 0.29%
VLO C 0.28%
DVA B 0.27%
ED D 0.27%
FIS C 0.27%
MU D 0.26%
TRMB B 0.25%
ANSS B 0.24%
ACGL D 0.23%
HCA F 0.23%
ZBH C 0.22%
CARR D 0.21%
IRM D 0.21%
TEAM A 0.2%
COO D 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%
NTRS A 0.18%
CNH C 0.17%
IFF D 0.15%
BALL D 0.14%
RCL A 0.14%
ALNY D 0.14%
FSLR F 0.13%
KDP D 0.13%
PTC A 0.13%
MDB C 0.13%
MTD D 0.12%
PWR A 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%
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%
SNOW C 0.09%
REGN F 0.08%
BIIB F 0.08%
AVTR F 0.08%
KHC F 0.08%
AKAM D 0.08%
SUSA Underweight 278 Positions Relative to VIG
Symbol Grade Weight
JPM A -3.4%
XOM B -2.82%
UNH C -2.8%
JNJ D -2.07%
ABBV D -1.94%
WMT A -1.91%
BAC A -1.52%
ORCL B -1.44%
MCD D -1.13%
ABT B -1.06%
CMCSA B -0.92%
NEE D -0.88%
GS A -0.88%
UNP C -0.76%
BLK C -0.73%
HON B -0.72%
ETN A -0.71%
SYK C -0.66%
LMT D -0.64%
MDT D -0.62%
ADI D -0.6%
SBUX A -0.6%
CB C -0.57%
MDLZ F -0.5%
NKE D -0.5%
ICE C -0.48%
KLAC D -0.48%
SHW A -0.45%
CME A -0.44%
AON A -0.43%
APH A -0.43%
WM A -0.42%
CL D -0.41%
MSI B -0.4%
GD F -0.4%
NOC D -0.38%
CTAS B -0.38%
ITW B -0.38%
APD A -0.37%
BDX F -0.36%
CSX B -0.35%
MCK B -0.35%
AJG B -0.33%
EMR A -0.33%
ROP B -0.31%
AFL B -0.29%
PSX C -0.28%
SRE A -0.28%
DHI D -0.27%
AMP A -0.27%
ALL A -0.26%
MET A -0.25%
LHX C -0.25%
FAST B -0.24%
PAYX C -0.24%
COR B -0.22%
RSG A -0.22%
MCHP D -0.21%
GLW B -0.2%
XEL A -0.2%
DFS B -0.2%
SYY B -0.2%
RMD C -0.19%
VMC B -0.19%
HIG B -0.18%
FITB A -0.16%
ROK B -0.16%
AWK D -0.15%
RJF A -0.15%
CDW F -0.14%
DTE C -0.14%
DOV A -0.14%
HSY F -0.14%
ADM D -0.14%
CAH B -0.14%
BAH F -0.13%
BRO B -0.13%
TPL A -0.12%
CINF A -0.12%
CBOE B -0.12%
HUBB B -0.12%
PKG A -0.11%
CMS C -0.11%
ATO A -0.11%
WSO A -0.1%
MAS D -0.1%
STLD B -0.1%
CSL C -0.1%
GPC D -0.09%
IEX B -0.09%
RPM A -0.09%
AVY D -0.09%
TSN B -0.09%
WRB A -0.09%
SNA A -0.09%
PFG D -0.09%
SWK D -0.08%
HEI B -0.08%
DPZ C -0.08%
JBHT C -0.08%
CASY A -0.08%
LNT A -0.08%
RBA A -0.08%
FNF B -0.08%
RS B -0.08%
ALLE D -0.07%
EMN D -0.07%
JKHY D -0.07%
NDSN B -0.07%
RNR C -0.07%
GGG B -0.07%
CE F -0.07%
POOL C -0.07%
RGA A -0.07%
FIX A -0.07%
CHDN B -0.06%
MKTX D -0.06%
LECO B -0.06%
ATR B -0.06%
UNM A -0.06%
RRX B -0.06%
ALB C -0.06%
ERIE D -0.06%
ITT A -0.06%
AES F -0.06%
SCI B -0.06%
SJM D -0.06%
INGR B -0.05%
ENSG D -0.05%
AIT A -0.05%
MORN B -0.05%
LAD A -0.05%
HRL D -0.05%
DCI B -0.05%
AOS F -0.05%
AFG A -0.05%
PRI A -0.05%
EVR B -0.05%
GL B -0.05%
RGLD C -0.05%
WTRG B -0.05%
HEI B -0.05%
AIZ A -0.05%
DOX D -0.05%
MSA D -0.04%
RLI B -0.04%
FAF A -0.04%
OSK B -0.04%
PB A -0.04%
RHI B -0.04%
HII D -0.04%
CBSH A -0.04%
SEIC B -0.04%
UFPI B -0.04%
SSB B -0.04%
SSD D -0.04%
WTFC A -0.04%
ZION B -0.04%
CFR B -0.04%
CHE D -0.04%
TTC D -0.04%
ORI A -0.04%
FFIN B -0.03%
AVT C -0.03%
EXPO D -0.03%
UMBF B -0.03%
GATX A -0.03%
HOMB A -0.03%
MATX C -0.03%
SON D -0.03%
BC C -0.03%
TKR D -0.03%
WTS B -0.03%
THG A -0.03%
BCPC B -0.03%
NFG A -0.03%
IDA A -0.03%
THO B -0.03%
SIGI C -0.03%
BMI B -0.03%
CBT C -0.03%
AXS A -0.03%
LFUS F -0.03%
CADE B -0.03%
AGCO D -0.03%
R B -0.03%
NSP D -0.02%
MGRC B -0.02%
WSFS A -0.02%
GHC C -0.02%
MAN D -0.02%
CWT D -0.02%
AWR B -0.02%
CBU B -0.02%
BRC D -0.02%
MGEE C -0.02%
OTTR C -0.02%
IBOC A -0.02%
LANC C -0.02%
AUB B -0.02%
POWI D -0.02%
ABM B -0.02%
PRGO B -0.02%
WDFC B -0.02%
CNO A -0.02%
PII D -0.02%
FELE B -0.02%
KAI A -0.02%
FUL F -0.02%
AGO B -0.02%
ASH D -0.02%
SLGN A -0.02%
AVNT B -0.02%
FLO D -0.02%
WLK D -0.02%
NJR A -0.02%
AL B -0.02%
OZK B -0.02%
SRCE B -0.01%
AMSF B -0.01%
MSEX B -0.01%
DDS B -0.01%
WOR F -0.01%
GABC B -0.01%
LNN B -0.01%
WS B -0.01%
CSGS B -0.01%
WABC B -0.01%
NHC C -0.01%
TCBK B -0.01%
ANDE D -0.01%
SCL C -0.01%
HMN B -0.01%
CABO C -0.01%
SJW D -0.01%
APOG B -0.01%
LKFN B -0.01%
TNC D -0.01%
AGM C -0.01%
CHCO B -0.01%
SYBT B -0.01%
LMAT A -0.01%
HI C -0.01%
HWKN B -0.01%
WLY B -0.01%
KWR C -0.01%
NBTB B -0.01%
BANF B -0.01%
MTRN C -0.01%
SXI B -0.01%
FRME B -0.01%
TOWN B -0.01%
HNI B -0.01%
BOKF B -0.01%
JJSF B -0.01%
CPK A -0.01%
CNS B -0.01%
IOSP B -0.01%
INDB B -0.01%
GFF A -0.01%
JOUT D -0.0%
HVT D -0.0%
ARTNA D -0.0%
HIFS B -0.0%
TR B -0.0%
GSBC B -0.0%
YORW D -0.0%
CASS B -0.0%
SMBC B -0.0%
SCVL F -0.0%
FMBH B -0.0%
FCBC B -0.0%
HY D -0.0%
SPTN D -0.0%
MATW C -0.0%
GRC A -0.0%
EMBC C -0.0%
MNRO D -0.0%
Compare ETFs