SUSL vs. ESG ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to FlexShares STOXX US ESG Impact Index Fund (ESG)
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
ESG

FlexShares STOXX US ESG Impact Index Fund

ESG Description The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

Grade (RS Rating)

Last Trade

$140.22

Average Daily Volume

4,414

Number of Holdings *

259

* may have additional holdings in another (foreign) market
Performance
Period SUSL ESG
30 Days 3.38% 3.59%
60 Days 5.08% 3.59%
90 Days 6.25% 6.22%
12 Months 32.87% 27.36%
147 Overlapping Holdings
Symbol Grade Weight in SUSL Weight in ESG Overlap
A D 0.14% 0.06% 0.06%
ACN C 0.82% 1.12% 0.82%
ADBE C 0.81% 0.76% 0.76%
ADP B 0.45% 0.5% 0.45%
ADSK A 0.25% 0.33% 0.25%
AFL B 0.22% 0.23% 0.22%
AKAM D 0.05% 0.03% 0.03%
ALL A 0.19% 0.08% 0.08%
AMAT F 0.53% 0.5% 0.5%
AMD F 0.8% 0.74% 0.74%
AMT D 0.34% 0.37% 0.34%
APTV D 0.05% 0.04% 0.04%
AVTR F 0.05% 0.02% 0.02%
AWK D 0.1% 0.13% 0.1%
AZO C 0.19% 0.09% 0.09%
BALL D 0.07% 0.07% 0.07%
BBY D 0.06% 0.09% 0.06%
BG F 0.05% 0.03% 0.03%
BK A 0.21% 0.23% 0.21%
BKNG A 0.64% 0.55% 0.55%
BKR B 0.16% 0.1% 0.1%
BLK C 0.55% 0.72% 0.55%
BMY B 0.43% 0.39% 0.39%
BR A 0.1% 0.09% 0.09%
BURL A 0.06% 0.05% 0.05%
CAG D 0.05% 0.03% 0.03%
CAT B 0.69% 0.31% 0.31%
CBRE B 0.15% 0.2% 0.15%
CDNS B 0.3% 0.13% 0.13%
CI F 0.34% 0.3% 0.3%
CL D 0.27% 0.31% 0.27%
CLX B 0.08% 0.1% 0.08%
CMI A 0.18% 0.17% 0.17%
CMS C 0.08% 0.05% 0.05%
CRM B 1.18% 0.53% 0.53%
CTAS B 0.29% 0.37% 0.29%
DE A 0.41% 0.44% 0.41%
DECK A 0.1% 0.11% 0.1%
DFS B 0.16% 0.18% 0.16%
DIS B 0.76% 0.81% 0.76%
DOC D 0.06% 0.08% 0.06%
DOV A 0.1% 0.05% 0.05%
DPZ C 0.06% 0.04% 0.04%
EA A 0.15% 0.13% 0.13%
EBAY D 0.11% 0.1% 0.1%
ECL D 0.23% 0.17% 0.17%
ED D 0.12% 0.05% 0.05%
EIX B 0.12% 0.13% 0.12%
ELV F 0.34% 0.39% 0.34%
EW C 0.15% 0.13% 0.13%
EXPD D 0.06% 0.03% 0.03%
FDS B 0.07% 0.1% 0.07%
FTV C 0.1% 0.1% 0.1%
GEHC F 0.13% 0.17% 0.13%
GEN B 0.06% 0.07% 0.06%
GILD C 0.4% 0.28% 0.28%
GIS D 0.13% 0.18% 0.13%
GWW B 0.19% 0.17% 0.17%
HBAN A 0.09% 0.06% 0.06%
HD A 1.47% 0.99% 0.99%
HIG B 0.13% 0.14% 0.13%
HLT A 0.23% 0.25% 0.23%
HOLX D 0.07% 0.06% 0.06%
HPE B 0.1% 0.12% 0.1%
HPQ B 0.13% 0.17% 0.13%
HUBS A 0.13% 0.14% 0.13%
IBM C 0.74% 0.95% 0.74%
ICE C 0.33% 0.44% 0.33%
IDXX F 0.12% 0.06% 0.06%
IEX B 0.06% 0.04% 0.04%
INTC D 0.38% 0.53% 0.38%
INTU C 0.69% 0.48% 0.48%
IPG D 0.04% 0.06% 0.04%
IQV D 0.13% 0.12% 0.12%
IRM D 0.13% 0.13% 0.13%
IT C 0.15% 0.17% 0.15%
ITW B 0.29% 0.13% 0.13%
JNJ D 1.35% 1.79% 1.35%
K A 0.08% 0.09% 0.08%
KDP D 0.13% 0.06% 0.06%
KEY B 0.07% 0.05% 0.05%
KMB D 0.17% 0.22% 0.17%
KO D 0.94% 1.2% 0.94%
KR B 0.15% 0.2% 0.15%
LII A 0.08% 0.09% 0.08%
LKQ D 0.04% 0.02% 0.02%
LLY F 2.19% 2.2% 2.19%
LNG B 0.19% 0.08% 0.08%
LOW D 0.55% 0.51% 0.51%
LRCX F 0.35% 0.24% 0.24%
LULU C 0.13% 0.19% 0.13%
MA C 1.55% 1.06% 1.06%
MCD D 0.75% 0.35% 0.35%
MCO B 0.28% 0.13% 0.13%
MKC D 0.07% 0.06% 0.06%
MMC B 0.4% 0.27% 0.27%
MRK F 0.91% 1.02% 0.91%
MS A 0.6% 0.26% 0.26%
MSFT F 10.54% 4.72% 4.72%
NDAQ A 0.13% 0.13% 0.13%
NEM D 0.18% 0.19% 0.18%
NI A 0.06% 0.04% 0.04%
NKE D 0.33% 0.22% 0.22%
NOW A 0.78% 0.36% 0.36%
NRG B 0.07% 0.04% 0.04%
NTAP C 0.09% 0.08% 0.08%
NXPI D 0.21% 0.23% 0.21%
OC A 0.06% 0.03% 0.03%
OMC C 0.07% 0.1% 0.07%
PANW C 0.47% 0.32% 0.32%
PFG D 0.07% 0.08% 0.07%
PG A 1.47% 1.94% 1.47%
PNR A 0.06% 0.07% 0.06%
PYPL B 0.31% 0.29% 0.29%
RF A 0.09% 0.06% 0.06%
ROK B 0.11% 0.13% 0.11%
SJM D 0.04% 0.02% 0.02%
SLB C 0.23% 0.31% 0.23%
SNPS B 0.31% 0.21% 0.21%
SPGI C 0.59% 0.65% 0.59%
SRE A 0.22% 0.14% 0.14%
STT A 0.1% 0.07% 0.07%
STX D 0.07% 0.03% 0.03%
TFC A 0.23% 0.21% 0.21%
TFX F 0.03% 0.02% 0.02%
TGT F 0.2% 0.29% 0.2%
TJX A 0.49% 0.67% 0.49%
TRV B 0.22% 0.24% 0.22%
TSCO D 0.11% 0.12% 0.11%
TSLA B 3.52% 2.83% 2.83%
TT A 0.34% 0.38% 0.34%
TXN C 0.65% 0.62% 0.62%
UNP C 0.53% 0.58% 0.53%
USB A 0.29% 0.39% 0.29%
V A 1.76% 2.11% 1.76%
VLO C 0.17% 0.11% 0.11%
VZ C 0.65% 0.28% 0.28%
WDC D 0.08% 0.11% 0.08%
WELL A 0.3% 0.32% 0.3%
WSM B 0.08% 0.08% 0.08%
WST C 0.08% 0.04% 0.04%
WTW B 0.12% 0.15% 0.12%
WY D 0.08% 0.11% 0.08%
XYL D 0.11% 0.1% 0.1%
YUM B 0.14% 0.12% 0.12%
ZBH C 0.08% 0.04% 0.04%
ZTS D 0.29% 0.32% 0.29%
SUSL Overweight 146 Positions Relative to ESG
Symbol Grade Weight
NVDA C 13.05%
GOOGL C 3.56%
GOOG C 3.09%
PEP F 0.8%
LIN D 0.79%
GE D 0.71%
CMCSA B 0.62%
AXP A 0.61%
DHR F 0.57%
PGR A 0.56%
AMGN D 0.56%
ETN A 0.54%
FI A 0.46%
SCHW B 0.44%
PLD D 0.38%
UPS C 0.35%
EQIX A 0.32%
MELI D 0.32%
PNC B 0.3%
MRVL B 0.29%
ORLY B 0.26%
WMB A 0.26%
APD A 0.26%
OKE A 0.25%
CSX B 0.25%
CRH A 0.25%
COF B 0.25%
MMM D 0.25%
HCA F 0.24%
DLR B 0.22%
CARR D 0.22%
WDAY B 0.21%
FICO B 0.21%
RCL A 0.21%
PSX C 0.2%
URI B 0.2%
MPC D 0.2%
AMP A 0.2%
JCI C 0.2%
DASH A 0.19%
PWR A 0.18%
PAYX C 0.17%
FIS C 0.17%
DHI D 0.17%
TRGP B 0.16%
COR B 0.16%
AXON A 0.16%
PRU A 0.16%
CCI D 0.16%
TEAM A 0.15%
FERG B 0.15%
IR B 0.15%
ODFL B 0.15%
EXC C 0.14%
HUM C 0.13%
CHTR C 0.13%
NUE C 0.13%
MLM B 0.13%
ACGL D 0.13%
RJF A 0.12%
SW A 0.11%
DXCM D 0.11%
KEYS A 0.11%
ANSS B 0.11%
TTWO A 0.11%
VLTO D 0.1%
TROW B 0.1%
PHM D 0.1%
CHD B 0.1%
NVR D 0.1%
HAL C 0.1%
PPG F 0.1%
SBAC D 0.09%
LPLA A 0.09%
EME C 0.09%
SYF B 0.09%
MTD D 0.09%
STE F 0.08%
CFG B 0.08%
STLD B 0.08%
LYB F 0.08%
WAT B 0.08%
CBOE B 0.08%
ES D 0.08%
NTRS A 0.08%
ATO A 0.08%
IFF D 0.08%
BIIB F 0.08%
PTC A 0.08%
PODD C 0.07%
DGX A 0.07%
FSLR F 0.07%
ZS C 0.07%
TRU D 0.07%
DRI B 0.07%
IP B 0.07%
COO D 0.07%
LH C 0.07%
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%
EQH B 0.06%
MOH F 0.06%
TRMB B 0.06%
DAY B 0.05%
KMX B 0.05%
NBIX C 0.05%
CHRW C 0.05%
POOL C 0.05%
JBHT C 0.05%
GGG B 0.05%
MKTX D 0.04%
NLY C 0.04%
ALLY C 0.04%
DAL C 0.04%
SOLV C 0.04%
WTRG B 0.04%
CNH C 0.04%
CTLT B 0.04%
FOXA B 0.04%
LW C 0.04%
TECH D 0.04%
JNPR F 0.04%
AIZ A 0.04%
BXP 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%
TTC D 0.03%
ENPH F 0.03%
DVA B 0.03%
HRL D 0.03%
KNX B 0.03%
HSIC B 0.03%
FBIN D 0.03%
WBA F 0.02%
FOX A 0.02%
BEN C 0.02%
BBWI D 0.02%
SUSL Underweight 112 Positions Relative to ESG
Symbol Grade Weight
AMZN C -5.34%
META D -5.19%
AAPL C -4.84%
JPM A -3.38%
BRK.A B -3.02%
XOM B -2.63%
AVGO D -1.95%
WMT A -1.82%
CVX A -1.36%
BAC A -1.03%
COST B -1.01%
CSCO B -0.96%
GS A -0.92%
UNH C -0.91%
ORCL B -0.74%
ABT B -0.66%
C A -0.64%
QCOM F -0.6%
SYK C -0.56%
MU D -0.54%
UBER D -0.49%
VRTX F -0.4%
MDLZ F -0.36%
PFE D -0.36%
MDT D -0.36%
APO B -0.35%
GM B -0.32%
CVS D -0.28%
MAR B -0.28%
CMG B -0.27%
AON A -0.27%
CRWD B -0.26%
MCK B -0.26%
CB C -0.26%
FLUT A -0.23%
FDX B -0.22%
BSX B -0.21%
DUK C -0.21%
ROST C -0.2%
MET A -0.2%
AEP D -0.2%
SBUX A -0.19%
CEG D -0.18%
VICI C -0.17%
OTIS C -0.16%
AJG B -0.16%
SHW A -0.15%
KLAC D -0.15%
FCX D -0.15%
PEG A -0.14%
VRSK A -0.13%
WM A -0.13%
DD D -0.12%
EMR A -0.12%
MSCI C -0.12%
BDX F -0.11%
DOW F -0.1%
CTSH B -0.1%
HSY F -0.1%
WAB B -0.09%
PSA D -0.09%
KHC F -0.09%
CAH B -0.09%
ETR B -0.08%
D C -0.08%
FITB A -0.08%
NU C -0.08%
CCEP C -0.08%
AIG B -0.08%
ADM D -0.08%
CCL B -0.08%
RSG A -0.07%
VTR C -0.07%
ZBRA B -0.07%
EXPE B -0.07%
STZ D -0.07%
XPO B -0.07%
NVT B -0.06%
GLW B -0.06%
ESS B -0.06%
ACM A -0.06%
CTVA C -0.06%
EL F -0.06%
XEL A -0.06%
SMCI F -0.05%
FANG D -0.05%
DOX D -0.05%
MRO B -0.05%
SUI D -0.05%
RPRX D -0.05%
ARE D -0.05%
LNT A -0.05%
MRNA F -0.04%
DLTR F -0.04%
SWK D -0.04%
BAX D -0.04%
LVS C -0.04%
AES F -0.04%
SNAP C -0.04%
PPL B -0.04%
NDSN B -0.04%
LECO B -0.03%
TSN B -0.03%
MAS D -0.03%
JBL B -0.03%
OKTA C -0.02%
HST C -0.02%
DKS C -0.02%
FFIV B -0.02%
RNR C -0.02%
PSTG D -0.02%
DG F -0.02%
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