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      SUSL vs. DSI ETF Comparison

      Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to iShares KLD 400 Social Index Fund (DSI)
      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

      $97.37

      Average Daily Volume

      20,596

      Number of Holdings *

      298

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

      iShares KLD 400 Social Index Fund

      DSI Description The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.

      Grade (RS Rating)

      Last Trade

      $104.33

      Average Daily Volume

      89,966

      Number of Holdings *

      402

      * may have additional holdings in another (foreign) market
      Performance
      Period SUSL DSI
      30 Days 3.37% 3.11%
      60 Days 11.44% 11.02%
      90 Days 4.46% 3.94%
      12 Months 30.06% 27.47%
      224 Overlapping Holdings
      Symbol Grade Weight in SUSL Weight in DSI Overlap
      A C 0.15% 0.15% 0.15%
      ACN C 0.7% 0.7% 0.7%
      ADBE C 0.81% 0.91% 0.81%
      ADP B 0.39% 0.39% 0.39%
      ADSK B 0.19% 0.2% 0.19%
      AKAM F 0.05% 0.05% 0.05%
      ALGN F 0.08% 0.07% 0.07%
      ALL C 0.17% 0.16% 0.16%
      ALLE D 0.04% 0.04% 0.04%
      ALLY B 0.04% 0.04% 0.04%
      AMAT B 0.78% 0.8% 0.78%
      AMD B 1.02% 0.97% 0.97%
      AMGN B 0.63% 0.64% 0.63%
      AMP A 0.17% 0.17% 0.17%
      AMT B 0.36% 0.35% 0.35%
      ANSS C 0.11% 0.11% 0.11%
      APD C 0.25% 0.24% 0.24%
      APTV F 0.08% 0.07% 0.07%
      ATO B 0.07% 0.07% 0.07%
      AVY A 0.07% 0.07% 0.07%
      AWK B 0.1% 0.1% 0.1%
      AXP C 0.5% 0.51% 0.5%
      BALL D 0.08% 0.08% 0.08%
      BBY A 0.07% 0.07% 0.07%
      BEN D 0.02% 0.03% 0.02%
      BG D 0.06% 0.06% 0.06%
      BIIB C 0.13% 0.13% 0.13%
      BK B 0.17% 0.17% 0.17%
      BKNG A 0.52% 0.53% 0.52%
      BKR C 0.12% 0.12% 0.12%
      BLK B 0.45% 0.45% 0.45%
      BMY F 0.33% 0.32% 0.32%
      BR B 0.09% 0.09% 0.09%
      BXP C 0.04% 0.04% 0.04%
      CAG D 0.05% 0.05% 0.05%
      CARR B 0.2% 0.21% 0.2%
      CAT C 0.64% 0.63% 0.63%
      CBRE B 0.11% 0.11% 0.11%
      CCI D 0.17% 0.16% 0.16%
      CDNS B 0.33% 0.35% 0.33%
      CFG C 0.06% 0.06% 0.06%
      CHD A 0.1% 0.1% 0.1%
      CHRW B 0.04% 0.04% 0.04%
      CI C 0.37% 0.37% 0.37%
      CL A 0.29% 0.29% 0.29%
      CLX D 0.06% 0.07% 0.06%
      CMI C 0.15% 0.15% 0.15%
      CMS D 0.07% 0.07% 0.07%
      CNH F 0.04% 0.04% 0.04%
      COO C 0.07% 0.07% 0.07%
      COR B 0.16% 0.17% 0.16%
      CPB C 0.03% 0.03% 0.03%
      CRH D 0.21% 0.21% 0.21%
      CRM D 0.87% 0.87% 0.87%
      CSX D 0.25% 0.25% 0.25%
      DAL D 0.03% 0.03% 0.03%
      DE D 0.39% 0.39% 0.39%
      DECK C 0.1% 0.1% 0.1%
      DFS B 0.12% 0.12% 0.12%
      DGX B 0.06% 0.06% 0.06%
      DHR C 0.7% 0.7% 0.7%
      DINO D 0.03% 0.03% 0.03%
      DIS C 0.72% 0.72% 0.72%
      DLR B 0.18% 0.18% 0.18%
      DOC B 0.05% 0.05% 0.05%
      DOV B 0.1% 0.1% 0.1%
      DPZ B 0.07% 0.07% 0.07%
      DRI C 0.07% 0.07% 0.07%
      DVA B 0.03% 0.03% 0.03%
      DXCM D 0.17% 0.17% 0.17%
      EA B 0.14% 0.14% 0.14%
      ECL A 0.24% 0.24% 0.24%
      ED D 0.12% 0.12% 0.12%
      ELV B 0.49% 0.48% 0.48%
      EME B 0.07% 0.07% 0.07%
      EQH A 0.05% 0.05% 0.05%
      EQIX C 0.29% 0.28% 0.28%
      ES D 0.08% 0.08% 0.08%
      ETN C 0.52% 0.51% 0.51%
      EW B 0.21% 0.21% 0.21%
      EXC D 0.14% 0.13% 0.13%
      EXPD B 0.07% 0.07% 0.07%
      FBIN D 0.03% 0.03% 0.03%
      FDS D 0.06% 0.06% 0.06%
      FERG D 0.17% 0.16% 0.16%
      FICO B 0.13% 0.14% 0.13%
      FIS B 0.17% 0.17% 0.17%
      FSLR C 0.12% 0.1% 0.1%
      FTV D 0.1% 0.1% 0.1%
      GEN B 0.06% 0.05% 0.05%
      GGG D 0.05% 0.05% 0.05%
      GILD C 0.31% 0.31% 0.31%
      GIS C 0.15% 0.15% 0.15%
      GOOG B 3.54% 3.49% 3.49%
      GOOGL B 4.06% 4.0% 4.0%
      GWW C 0.16% 0.16% 0.16%
      HAL D 0.12% 0.11% 0.11%
      HBAN C 0.07% 0.07% 0.07%
      HCA A 0.27% 0.26% 0.26%
      HD B 1.35% 1.36% 1.35%
      HIG A 0.12% 0.12% 0.12%
      HLT A 0.21% 0.21% 0.21%
      HOLX D 0.07% 0.07% 0.07%
      HPE B 0.11% 0.11% 0.11%
      HPQ B 0.14% 0.14% 0.14%
      HRL F 0.04% 0.04% 0.04%
      HSIC D 0.03% 0.03% 0.03%
      HUBS D 0.11% 0.1% 0.1%
      HUM C 0.17% 0.16% 0.16%
      IBM C 0.61% 0.61% 0.61%
      ICE A 0.3% 0.3% 0.3%
      IDXX D 0.17% 0.16% 0.16%
      IEX D 0.06% 0.06% 0.06%
      IFF B 0.1% 0.09% 0.09%
      INTC F 0.51% 0.51% 0.51%
      INTU C 0.65% 0.66% 0.65%
      IP A 0.06% 0.06% 0.06%
      IQV D 0.15% 0.15% 0.15%
      IR B 0.15% 0.15% 0.15%
      IRM A 0.1% 0.1% 0.1%
      ITW D 0.28% 0.28% 0.28%
      JBHT F 0.05% 0.05% 0.05%
      JCI B 0.19% 0.18% 0.18%
      K D 0.06% 0.06% 0.06%
      KDP B 0.14% 0.15% 0.14%
      KEY D 0.05% 0.05% 0.05%
      KEYS D 0.09% 0.09% 0.09%
      KMB A 0.18% 0.18% 0.18%
      KMX C 0.04% 0.04% 0.04%
      KNX F 0.03% 0.03% 0.03%
      KO B 1.01% 0.99% 0.99%
      KR D 0.14% 0.14% 0.14%
      LH C 0.06% 0.07% 0.06%
      LII A 0.07% 0.07% 0.07%
      LIN B 0.83% 0.82% 0.82%
      LKQ F 0.04% 0.04% 0.04%
      LNG B 0.14% 0.14% 0.14%
      LOW C 0.51% 0.51% 0.51%
      LRCX B 0.54% 0.55% 0.54%
      LW D 0.05% 0.05% 0.05%
      LYB D 0.1% 0.1% 0.1%
      MA C 1.46% 1.45% 1.45%
      MCD D 0.72% 0.7% 0.7%
      MCO A 0.27% 0.27% 0.27%
      MKC F 0.07% 0.07% 0.07%
      MKTX F 0.03% 0.03% 0.03%
      MMC A 0.4% 0.41% 0.4%
      MMM B 0.22% 0.22% 0.22%
      MPC C 0.24% 0.24% 0.24%
      MRK A 1.29% 1.26% 1.26%
      MS B 0.46% 0.46% 0.46%
      MSFT A 12.25% 12.22% 12.22%
      MTD B 0.12% 0.12% 0.12%
      NDAQ C 0.09% 0.09% 0.09%
      NEM B 0.18% 0.19% 0.18%
      NKE C 0.45% 0.45% 0.45%
      NOW C 0.57% 0.58% 0.57%
      NTRS D 0.07% 0.07% 0.07%
      NVDA B 12.73% 13.15% 12.73%
      NXPI B 0.28% 0.27% 0.27%
      OC B 0.06% 0.06% 0.06%
      OKE C 0.18% 0.18% 0.18%
      OMC D 0.07% 0.07% 0.07%
      PEP D 0.88% 0.89% 0.88%
      PFG C 0.07% 0.07% 0.07%
      PG A 1.54% 1.54% 1.54%
      PGR C 0.47% 0.48% 0.47%
      PLD C 0.41% 0.39% 0.39%
      PNC C 0.24% 0.24% 0.24%
      PNR C 0.05% 0.05% 0.05%
      PODD B 0.06% 0.05% 0.05%
      POOL D 0.05% 0.05% 0.05%
      PPG D 0.12% 0.12% 0.12%
      PRU B 0.16% 0.16% 0.16%
      PSX C 0.23% 0.23% 0.23%
      PTC C 0.08% 0.08% 0.08%
      PWR B 0.16% 0.16% 0.16%
      PYPL D 0.24% 0.23% 0.23%
      RCL B 0.15% 0.14% 0.14%
      RF C 0.07% 0.07% 0.07%
      RIVN D 0.03% 0.03% 0.03%
      ROK F 0.12% 0.12% 0.12%
      SBAC F 0.08% 0.08% 0.08%
      SCHW D 0.43% 0.43% 0.43%
      SJM D 0.05% 0.05% 0.05%
      SNPS B 0.35% 0.37% 0.35%
      SPGI B 0.55% 0.54% 0.54%
      SRE B 0.19% 0.18% 0.18%
      STE C 0.09% 0.08% 0.08%
      STT D 0.08% 0.08% 0.08%
      STX B 0.08% 0.08% 0.08%
      SYF C 0.07% 0.07% 0.07%
      TEAM F 0.1% 0.09% 0.09%
      TECH C 0.05% 0.05% 0.05%
      TFC C 0.19% 0.19% 0.19%
      TGT D 0.26% 0.26% 0.26%
      TRGP A 0.1% 0.1% 0.1%
      TRMB C 0.05% 0.05% 0.05%
      TROW B 0.1% 0.1% 0.1%
      TRU C 0.06% 0.05% 0.05%
      TRV C 0.19% 0.18% 0.18%
      TSCO B 0.12% 0.12% 0.12%
      TSLA C 2.06% 2.06% 2.06%
      TT B 0.3% 0.3% 0.3%
      TWLO F 0.04% 0.04% 0.04%
      TXN B 0.7% 0.69% 0.69%
      ULTA F 0.08% 0.07% 0.07%
      UNP D 0.53% 0.53% 0.53%
      UPS D 0.39% 0.38% 0.38%
      URI C 0.17% 0.17% 0.17%
      V B 1.69% 1.68% 1.68%
      VLO C 0.19% 0.19% 0.19%
      VLTO B 0.1% 0.1% 0.1%
      VZ B 0.66% 0.65% 0.65%
      WAT D 0.07% 0.07% 0.07%
      WDAY D 0.17% 0.17% 0.17%
      WELL B 0.23% 0.23% 0.23%
      WSM C 0.08% 0.08% 0.08%
      WST D 0.1% 0.09% 0.09%
      WTRG C 0.04% 0.04% 0.04%
      WTW B 0.1% 0.1% 0.1%
      XYL B 0.13% 0.13% 0.13%
      ZBH F 0.09% 0.09% 0.09%
      ZTS C 0.31% 0.3% 0.3%
      SUSL Overweight 74 Positions Relative to DSI
      Symbol Grade Weight
      LLY B 2.81%
      JNJ D 1.38%
      GE B 0.67%
      CMCSA F 0.59%
      TJX A 0.48%
      PANW C 0.41%
      FI C 0.34%
      MELI C 0.28%
      MRVL B 0.25%
      CTAS A 0.25%
      USB C 0.24%
      SLB D 0.24%
      ORLY C 0.23%
      WMB A 0.2%
      COF C 0.2%
      AFL A 0.19%
      AZO C 0.19%
      DHI D 0.17%
      KMI A 0.16%
      PAYX B 0.16%
      NUE D 0.15%
      ACGL A 0.15%
      YUM D 0.15%
      MLM D 0.14%
      LULU F 0.14%
      DASH D 0.13%
      GEHC C 0.13%
      IT C 0.13%
      ODFL D 0.13%
      EBAY B 0.11%
      EIX C 0.11%
      NVR D 0.1%
      PHM D 0.1%
      TTWO C 0.1%
      CHTR C 0.1%
      WDC B 0.1%
      NTAP B 0.1%
      RJF C 0.09%
      GPC D 0.08%
      LPLA A 0.08%
      AXON C 0.08%
      WY F 0.08%
      NRG B 0.07%
      ENPH D 0.07%
      MOH F 0.07%
      STLD C 0.07%
      MANH B 0.06%
      BURL B 0.06%
      AVTR D 0.06%
      ZS C 0.06%
      JNPR B 0.05%
      WRK B 0.05%
      NBIX D 0.05%
      BBWI D 0.04%
      TFX D 0.04%
      TTC B 0.04%
      NLY B 0.04%
      CTLT C 0.04%
      DOCU C 0.04%
      IPG F 0.04%
      WBA D 0.04%
      RGEN F 0.03%
      ACI F 0.03%
      ETSY F 0.03%
      DAY F 0.03%
      SOLV F 0.03%
      FOXA A 0.03%
      LSCC F 0.03%
      AIZ C 0.03%
      FOX B 0.02%
      PATH F 0.02%
      CFLT F 0.02%
      AZPN D 0.02%
      PCTY F 0.02%
      SUSL Underweight 178 Positions Relative to DSI
      Symbol Grade Weight
      ABBV B -1.18%
      ORCL A -0.93%
      CSCO F -0.72%
      VRTX B -0.47%
      ADI B -0.45%
      CB B -0.41%
      MDLZ D -0.35%
      SBUX D -0.35%
      SHW C -0.28%
      CME D -0.27%
      BDX C -0.26%
      MSI A -0.25%
      PH D -0.25%
      MAR B -0.23%
      ROP A -0.23%
      PCAR D -0.22%
      AJG A -0.22%
      MCHP C -0.2%
      SPG B -0.19%
      NSC D -0.19%
      TEL A -0.18%
      CPRT C -0.18%
      FTNT F -0.15%
      DELL B -0.15%
      CNC D -0.14%
      SYY D -0.14%
      FAST C -0.14%
      GLW A -0.13%
      CTSH C -0.13%
      KHC D -0.12%
      ADM D -0.12%
      ON D -0.12%
      RMD B -0.12%
      AVB A -0.11%
      WAB B -0.11%
      GRMN B -0.1%
      CAH C -0.1%
      EL F -0.1%
      EQR A -0.09%
      MTB C -0.09%
      VTR A -0.08%
      SWKS B -0.07%
      ILMN F -0.07%
      BLDR F -0.07%
      L C -0.06%
      ZBRA D -0.06%
      MAS D -0.06%
      BMRN C -0.06%
      WBD F -0.06%
      ALB F -0.05%
      UDR B -0.05%
      HST D -0.05%
      SWK D -0.05%
      FLEX C -0.05%
      OKTA D -0.05%
      SNA D -0.05%
      JLL A -0.04%
      FFIV D -0.04%
      AOS C -0.04%
      GWRE A -0.04%
      LECO F -0.04%
      FTI C -0.04%
      TTEK B -0.04%
      AGCO F -0.03%
      PVH C -0.03%
      JAZZ F -0.03%
      GME C -0.03%
      RHI F -0.03%
      MTN F -0.03%
      MIDD D -0.03%
      NOV D -0.03%
      PAYC F -0.03%
      AIT C -0.03%
      VOYA B -0.03%
      FRT C -0.03%
      INGR D -0.03%
      BWA F -0.03%
      NYT B -0.03%
      AXTA B -0.03%
      AYI D -0.03%
      HAS C -0.03%
      CGNX B -0.03%
      ARMK A -0.03%
      ALV D -0.03%
      MOS F -0.03%
      ORA C -0.02%
      ASGN D -0.02%
      SIG D -0.02%
      NJR D -0.02%
      LUV C -0.02%
      FUL C -0.02%
      VFC C -0.02%
      HOG D -0.02%
      UGI C -0.02%
      AN C -0.02%
      ONB C -0.02%
      ITRI C -0.02%
      WHR F -0.02%
      MDU C -0.02%
      AL C -0.02%
      IVZ C -0.02%
      EXPO B -0.02%
      TKR D -0.02%
      R C -0.02%
      LNC B -0.02%
      XRAY F -0.02%
      SEE C -0.02%
      DAR F -0.02%
      SON C -0.02%
      GPS C -0.02%
      UHAL D -0.02%
      ST C -0.02%
      MHK D -0.02%
      MAT D -0.02%
      MTH D -0.02%
      ZION D -0.02%
      CMA D -0.02%
      FLS C -0.02%
      ODP F -0.01%
      XRX F -0.01%
      CABO F -0.01%
      TDOC F -0.01%
      HBI C -0.01%
      WLY B -0.01%
      TNC D -0.01%
      LZB B -0.01%
      CAR D -0.01%
      FL B -0.01%
      RNG F -0.01%
      HNI C -0.01%
      JWN C -0.01%
      PDCO D -0.01%
      BOH D -0.01%
      MODG D -0.01%
      LCID F -0.01%
      KSS D -0.01%
      AVA D -0.01%
      CATY C -0.01%
      ARCB F -0.01%
      NWL F -0.01%
      ICFI D -0.01%
      MTX B -0.01%
      GVA B -0.01%
      CDP B -0.01%
      LBTYK C -0.01%
      COLM B -0.01%
      ZI F -0.01%
      IBOC C -0.01%
      MAC C -0.01%
      PCH F -0.01%
      TDC D -0.01%
      MAN D -0.01%
      WU D -0.01%
      SEM B -0.01%
      CPRI F -0.01%
      CHH C -0.01%
      HOUS F -0.0%
      RGP F -0.0%
      RDUS F -0.0%
      CMP F -0.0%
      ACCO F -0.0%
      HSII B -0.0%
      MD D -0.0%
      ETD D -0.0%
      HAIN C -0.0%
      KELYA C -0.0%
      UNFI C -0.0%
      TILE D -0.0%
      CLB C -0.0%
      SCHL D -0.0%
      DLX B -0.0%
      UA C -0.0%
      SCS D -0.0%
      JACK F -0.0%
      WWW B -0.0%
      LUMN F -0.0%
      BKE C -0.0%
      UAA C -0.0%

      SUSL: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Specialty Retail Diagnostics & Research Business Services Capital Markets Packaged Foods Asset Management Banks - Regional - US Credit Services Drug Manufacturers - Major Semiconductors Specialty Chemicals Household & Personal Products Medical Instruments & Supplies Oil & Gas Midstream Software - Infrastructure Health Care Plans Insurance - Diversified Integrated Shipping & Logistics
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Dow Jones Component Natural Gas Chemical Bank Banking Electronics Medicine Mining Beverage Cloud Computing Investment Bank Mobile Devices Software Telecommunications Building Materials Disability

      DSI: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Banks - Regional - US Packaged Foods Diagnostics & Research Asset Management Semiconductors Specialty Chemicals Business Services Apparel Manufacturing Credit Services Household & Personal Products Medical Instruments & Supplies Scientific & Technical Instruments Capital Markets Drug Manufacturers - Major Restaurants Software - Infrastructure Specialty Retail Building Materials
      Keywords: S&P 500 Nasdaq 100 Computing Chemical Insurance Natural Gas Bank Banking Dow Jones Component Mining Electronics Telecommunications Medicine Real Estate Investment Trust Transport Semiconductor Beverage Electricity Mobile Devices Software
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