SUSL vs. APUE ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to Trust for Professional Managers ActivePassive U.S. Equity ETF (APUE)
SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$105.82

Average Daily Volume

22,593

Number of Holdings *

293

* may have additional holdings in another (foreign) market
APUE

Trust for Professional Managers ActivePassive U.S. Equity ETF

APUE Description The fund is an actively-managed exchange-traded fund ("ETF") that blends active and passive investment strategies to optimize costs, tracking and potential return over the fund"s benchmark index, the CRSP U.S. Total Market Index. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies included in the benchmark index.

Grade (RS Rating)

Last Trade

$36.75

Average Daily Volume

85,016

Number of Holdings *

293

* may have additional holdings in another (foreign) market
Performance
Period SUSL APUE
30 Days 3.38% 3.74%
60 Days 5.08% 4.87%
90 Days 6.25% 6.08%
12 Months 32.87% 33.10%
128 Overlapping Holdings
Symbol Grade Weight in SUSL Weight in APUE Overlap
A D 0.14% 0.09% 0.09%
ACGL D 0.13% 0.06% 0.06%
ACN C 0.82% 0.58% 0.58%
ADBE C 0.81% 0.47% 0.47%
ADP B 0.45% 0.17% 0.17%
AFL B 0.22% 0.41% 0.22%
ALL A 0.19% 0.08% 0.08%
AMAT F 0.53% 0.39% 0.39%
AMD F 0.8% 0.45% 0.45%
AMGN D 0.56% 0.18% 0.18%
AMT D 0.34% 0.22% 0.22%
APD A 0.26% 0.09% 0.09%
AXP A 0.61% 0.39% 0.39%
BALL D 0.07% 0.13% 0.07%
BEN C 0.02% 0.07% 0.02%
BK A 0.21% 0.37% 0.21%
BLK C 0.55% 0.3% 0.3%
BMY B 0.43% 0.18% 0.18%
BR A 0.1% 0.29% 0.1%
CARR D 0.22% 0.15% 0.15%
CAT B 0.69% 0.29% 0.29%
CBOE B 0.08% 0.17% 0.08%
CBRE B 0.15% 0.07% 0.07%
CCI D 0.16% 0.08% 0.08%
CI F 0.34% 0.05% 0.05%
CL D 0.27% 0.1% 0.1%
CMCSA B 0.62% 0.27% 0.27%
CMI A 0.18% 0.11% 0.11%
COF B 0.25% 0.3% 0.25%
COR B 0.16% 0.08% 0.08%
CRM B 1.18% 0.62% 0.62%
CTAS B 0.29% 0.31% 0.29%
DAL C 0.04% 0.05% 0.04%
DASH A 0.19% 0.2% 0.19%
DE A 0.41% 0.15% 0.15%
DECK A 0.1% 0.31% 0.1%
DGX A 0.07% 0.13% 0.07%
DHI D 0.17% 0.22% 0.17%
DHR F 0.57% 0.39% 0.39%
DIS B 0.76% 0.44% 0.44%
DLR B 0.22% 0.08% 0.08%
DOV A 0.1% 0.14% 0.1%
DRI B 0.07% 0.08% 0.07%
ECL D 0.23% 0.12% 0.12%
ED D 0.12% 0.15% 0.12%
ELV F 0.34% 0.04% 0.04%
ETN A 0.54% 0.39% 0.39%
EW C 0.15% 0.05% 0.05%
FI A 0.46% 0.33% 0.33%
FOX A 0.02% 0.14% 0.02%
FOXA B 0.04% 0.13% 0.04%
FSLR F 0.07% 0.04% 0.04%
GE D 0.71% 0.47% 0.47%
GEN B 0.06% 0.05% 0.05%
GILD C 0.4% 0.16% 0.16%
GIS D 0.13% 0.01% 0.01%
GOOG C 3.09% 1.63% 1.63%
GOOGL C 3.56% 1.98% 1.98%
GWW B 0.19% 0.27% 0.19%
HCA F 0.24% 0.31% 0.24%
HD A 1.47% 0.59% 0.59%
HIG B 0.13% 0.12% 0.12%
HOLX D 0.07% 0.12% 0.07%
IBM C 0.74% 0.42% 0.42%
ICE C 0.33% 0.15% 0.15%
INTU C 0.69% 0.49% 0.49%
IP B 0.07% 0.16% 0.07%
IR B 0.15% 0.05% 0.05%
IRM D 0.13% 0.16% 0.13%
JNJ D 1.35% 0.89% 0.89%
KMB D 0.17% 0.13% 0.13%
KO D 0.94% 0.42% 0.42%
KR B 0.15% 0.09% 0.09%
LIN D 0.79% 0.33% 0.33%
LLY F 2.19% 1.16% 1.16%
LNG B 0.19% 0.07% 0.07%
LOW D 0.55% 0.35% 0.35%
LRCX F 0.35% 0.2% 0.2%
LW C 0.04% 0.25% 0.04%
MA C 1.55% 0.59% 0.59%
MCD D 0.75% 0.23% 0.23%
MPC D 0.2% 0.13% 0.13%
MRK F 0.91% 0.35% 0.35%
MS A 0.6% 0.23% 0.23%
MSFT F 10.54% 5.41% 5.41%
NDAQ A 0.13% 0.06% 0.06%
NEM D 0.18% 0.07% 0.07%
NI A 0.06% 0.18% 0.06%
NOW A 0.78% 0.47% 0.47%
NTAP C 0.09% 0.05% 0.05%
NUE C 0.13% 0.04% 0.04%
NVDA C 13.05% 5.97% 5.97%
PANW C 0.47% 0.17% 0.17%
PEP F 0.8% 0.32% 0.32%
PFG D 0.07% 0.04% 0.04%
PG A 1.47% 0.99% 0.99%
PGR A 0.56% 0.26% 0.26%
PHM D 0.1% 0.29% 0.1%
PLD D 0.38% 0.18% 0.18%
PSX C 0.2% 0.05% 0.05%
PWR A 0.18% 0.11% 0.11%
PYPL B 0.31% 0.15% 0.15%
RCL A 0.21% 0.08% 0.08%
ROK B 0.11% 0.08% 0.08%
SLB C 0.23% 0.05% 0.05%
SNPS B 0.31% 0.1% 0.1%
SPGI C 0.59% 0.26% 0.26%
STLD B 0.08% 0.11% 0.08%
STT A 0.1% 0.09% 0.09%
SYF B 0.09% 0.11% 0.09%
TGT F 0.2% 0.16% 0.16%
TJX A 0.49% 0.32% 0.32%
TSLA B 3.52% 1.68% 1.68%
TT A 0.34% 0.17% 0.17%
TTC D 0.03% 0.19% 0.03%
TXN C 0.65% 0.29% 0.29%
UNP C 0.53% 0.38% 0.38%
UPS C 0.35% 0.1% 0.1%
URI B 0.2% 0.26% 0.2%
V A 1.76% 0.64% 0.64%
VLO C 0.17% 0.06% 0.06%
VLTO D 0.1% 0.03% 0.03%
VZ C 0.65% 0.38% 0.38%
WAT B 0.08% 0.26% 0.08%
WELL A 0.3% 0.13% 0.13%
WY D 0.08% 0.14% 0.08%
ZBH C 0.08% 0.13% 0.08%
ZTS D 0.29% 0.09% 0.09%
SUSL Overweight 165 Positions Relative to APUE
Symbol Grade Weight
BKNG A 0.64%
SCHW B 0.44%
MMC B 0.4%
INTC D 0.38%
NKE D 0.33%
EQIX A 0.32%
MELI D 0.32%
PNC B 0.3%
CDNS B 0.3%
USB A 0.29%
ITW B 0.29%
MRVL B 0.29%
MCO B 0.28%
ORLY B 0.26%
WMB A 0.26%
OKE A 0.25%
ADSK A 0.25%
CSX B 0.25%
CRH A 0.25%
MMM D 0.25%
TFC A 0.23%
HLT A 0.23%
TRV B 0.22%
SRE A 0.22%
WDAY B 0.21%
FICO B 0.21%
NXPI D 0.21%
AMP A 0.2%
JCI C 0.2%
AZO C 0.19%
PAYX C 0.17%
FIS C 0.17%
DFS B 0.16%
TRGP B 0.16%
BKR B 0.16%
AXON A 0.16%
PRU A 0.16%
IT C 0.15%
TEAM A 0.15%
FERG B 0.15%
EA A 0.15%
ODFL B 0.15%
YUM B 0.14%
EXC C 0.14%
KDP D 0.13%
HUBS A 0.13%
GEHC F 0.13%
HUM C 0.13%
CHTR C 0.13%
LULU C 0.13%
IQV D 0.13%
MLM B 0.13%
HPQ B 0.13%
WTW B 0.12%
RJF A 0.12%
EIX B 0.12%
IDXX F 0.12%
SW A 0.11%
TSCO D 0.11%
DXCM D 0.11%
KEYS A 0.11%
ANSS B 0.11%
XYL D 0.11%
EBAY D 0.11%
TTWO A 0.11%
TROW B 0.1%
AWK D 0.1%
FTV C 0.1%
CHD B 0.1%
NVR D 0.1%
HAL C 0.1%
HPE B 0.1%
PPG F 0.1%
SBAC D 0.09%
LPLA A 0.09%
RF A 0.09%
EME C 0.09%
HBAN A 0.09%
MTD D 0.09%
LII A 0.08%
CMS C 0.08%
CLX B 0.08%
STE F 0.08%
CFG B 0.08%
WDC D 0.08%
LYB F 0.08%
ES D 0.08%
WSM B 0.08%
K A 0.08%
NTRS A 0.08%
ATO A 0.08%
IFF D 0.08%
BIIB F 0.08%
PTC A 0.08%
WST C 0.08%
KEY B 0.07%
PODD C 0.07%
FDS B 0.07%
ZS C 0.07%
TRU D 0.07%
COO D 0.07%
STX D 0.07%
MKC D 0.07%
OMC C 0.07%
NRG B 0.07%
LH C 0.07%
DOC D 0.06%
DPZ C 0.06%
AVY D 0.06%
ALGN D 0.06%
ULTA F 0.06%
DOCU A 0.06%
MANH D 0.06%
TWLO A 0.06%
GPC D 0.06%
EXPD D 0.06%
EQH B 0.06%
OC A 0.06%
IEX B 0.06%
MOH F 0.06%
TRMB B 0.06%
BURL A 0.06%
PNR A 0.06%
BBY D 0.06%
DAY B 0.05%
BG F 0.05%
KMX B 0.05%
NBIX C 0.05%
CHRW C 0.05%
CAG D 0.05%
AVTR F 0.05%
POOL C 0.05%
AKAM D 0.05%
APTV D 0.05%
JBHT C 0.05%
GGG B 0.05%
MKTX D 0.04%
NLY C 0.04%
LKQ D 0.04%
ALLY C 0.04%
SOLV C 0.04%
WTRG B 0.04%
CNH C 0.04%
CTLT B 0.04%
IPG D 0.04%
TECH D 0.04%
JNPR F 0.04%
AIZ A 0.04%
BXP D 0.04%
SJM D 0.04%
ALLE D 0.04%
DINO D 0.03%
AZPN A 0.03%
ACI C 0.03%
RIVN F 0.03%
CPB D 0.03%
ENPH F 0.03%
DVA B 0.03%
TFX F 0.03%
HRL D 0.03%
KNX B 0.03%
HSIC B 0.03%
FBIN D 0.03%
WBA F 0.02%
BBWI D 0.02%
SUSL Underweight 165 Positions Relative to APUE
Symbol Grade Weight
AAPL C -5.79%
DFAS A -4.83%
AMZN C -3.5%
META D -2.28%
BRK.A B -1.84%
JPM A -1.5%
AVGO D -1.41%
UNH C -1.04%
XOM B -0.99%
WMT A -0.93%
COST B -0.81%
NFLX A -0.74%
WFC A -0.62%
ABBV D -0.6%
BAC A -0.49%
QCOM F -0.48%
MO A -0.47%
SPG B -0.46%
T A -0.43%
ISRG A -0.43%
APH A -0.43%
ORCL B -0.42%
AER B -0.42%
TMUS B -0.41%
DUK C -0.4%
CSCO B -0.38%
C A -0.38%
AWI A -0.38%
SYK C -0.38%
CHDN B -0.38%
MUSA A -0.37%
WTM A -0.37%
PH A -0.33%
MDT D -0.33%
GS A -0.32%
ENTG D -0.31%
CVX A -0.31%
PCAR B -0.31%
HON B -0.3%
EQR B -0.3%
ETR B -0.3%
TMO F -0.29%
ADI D -0.29%
UBER D -0.29%
MDLZ F -0.28%
BSX B -0.28%
SNA A -0.27%
POST C -0.27%
LANC C -0.27%
AXTA A -0.27%
SHW A -0.27%
ZBRA B -0.26%
VICI C -0.25%
ABT B -0.25%
THG A -0.25%
BX A -0.25%
L A -0.25%
PM B -0.25%
PFE D -0.25%
MAS D -0.24%
COP C -0.24%
ANET C -0.24%
JKHY D -0.23%
NEU C -0.23%
CACC D -0.23%
CWST A -0.22%
GM B -0.22%
AEP D -0.22%
QLYS C -0.22%
SO D -0.22%
VRTX F -0.21%
KKR A -0.21%
RTX C -0.21%
LEN D -0.2%
NEE D -0.2%
KLAC D -0.19%
PPL B -0.19%
ESI A -0.19%
WAB B -0.18%
FR C -0.18%
FDX B -0.18%
REGN F -0.18%
ROP B -0.17%
CCL B -0.16%
EVRG A -0.16%
HWM A -0.16%
GDDY A -0.16%
FCX D -0.16%
MU D -0.16%
ESS B -0.15%
REYN D -0.15%
LMT D -0.15%
GRMN B -0.15%
TXT D -0.15%
TREX C -0.15%
COIN C -0.15%
LEN D -0.15%
UNF B -0.14%
MTN C -0.14%
AIG B -0.14%
GEV B -0.14%
PEG A -0.14%
EMR A -0.13%
BRKR D -0.13%
FNF B -0.13%
CRWD B -0.13%
PCG A -0.12%
CMG B -0.12%
ABNB C -0.11%
CEG D -0.11%
PLTR B -0.11%
CPRT A -0.11%
EOG A -0.11%
MCK B -0.11%
CAH B -0.1%
AEE A -0.1%
SWKS F -0.1%
DD D -0.1%
CNNE B -0.09%
EFX F -0.09%
CABO C -0.09%
AON A -0.08%
AVB B -0.08%
KVUE A -0.07%
CRBG B -0.07%
TW A -0.07%
PKG A -0.07%
MKL A -0.07%
ARE D -0.07%
CTSH B -0.07%
KHC F -0.07%
EXR D -0.07%
DVN F -0.06%
CB C -0.06%
ROST C -0.06%
BA F -0.06%
APO B -0.06%
CTVA C -0.06%
RBLX C -0.06%
GD F -0.06%
MPWR F -0.06%
CSGP D -0.06%
SQ B -0.06%
DELL C -0.05%
CVNA B -0.05%
CVS D -0.05%
RSG A -0.05%
GPN B -0.05%
IBKR A -0.05%
NWS B -0.05%
EG C -0.04%
CTRA B -0.04%
HUBB B -0.04%
MNST C -0.04%
J F -0.04%
ADM D -0.03%
CNC D -0.03%
UAL A -0.03%
MSTR C -0.03%
DTE C -0.02%
SMCI F -0.02%
RKT F -0.02%
DLTR F -0.02%
WPC D -0.02%
HST C -0.0%
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