SUSL vs. IWY ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to iShares Russell Top 200 Growth ETF (IWY)

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

IWY

iShares Russell Top 200 Growth ETF

IWY Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. 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 Russell Top 200 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$228.53

Average Daily Volume

255,415

Number of Holdings ^*

104

* may have additional holdings in another (foreign) market

Performance

Period	SUSL	IWY
30 Days	3.38%	3.21%
60 Days	5.08%	4.64%
90 Days	6.25%	6.06%
12 Months	32.87%	35.63%

62 Overlapping Holdings

Symbol	Grade	Weight in SUSL	Weight in IWY	Overlap
ADBE	C	0.81%	0.88%	0.81%
ADP	B	0.45%	0.45%	0.45%
ADSK	A	0.25%	0.25%	0.25%
AMAT	F	0.53%	0.51%	0.51%
AMD	F	0.8%	0.56%	0.56%
AMGN	D	0.56%	0.47%	0.47%
AMT	D	0.34%	0.36%	0.34%
AXP	A	0.61%	0.24%	0.24%
AZO	C	0.19%	0.19%	0.19%
BKNG	A	0.64%	0.63%	0.63%
CAT	B	0.69%	0.1%	0.1%
CDNS	B	0.3%	0.31%	0.3%
CI	F	0.34%	0.03%	0.03%
CL	D	0.27%	0.16%	0.16%
CRM	B	1.18%	1.02%	1.02%
CTAS	B	0.29%	0.28%	0.28%
DASH	A	0.19%	0.2%	0.19%
ECL	D	0.23%	0.21%	0.21%
ELV	F	0.34%	0.06%	0.06%
EQIX	A	0.32%	0.02%	0.02%
EW	C	0.15%	0.03%	0.03%
FI	A	0.46%	0.15%	0.15%
GE	D	0.71%	0.16%	0.16%
GOOG	C	3.09%	3.37%	3.09%
GOOGL	C	3.56%	3.99%	3.56%
HCA	F	0.24%	0.06%	0.06%
HD	A	1.47%	1.27%	1.27%
INTU	C	0.69%	0.74%	0.69%
ITW	B	0.29%	0.12%	0.12%
KMB	D	0.17%	0.07%	0.07%
KO	D	0.94%	0.54%	0.54%
LLY	F	2.19%	2.35%	2.19%
LRCX	F	0.35%	0.36%	0.35%
LULU	C	0.13%	0.15%	0.13%
MA	C	1.55%	1.7%	1.55%
MCD	D	0.75%	0.05%	0.05%
MCO	B	0.28%	0.29%	0.28%
MMC	B	0.4%	0.06%	0.06%
MMM	D	0.25%	0.05%	0.05%
MRK	F	0.91%	0.96%	0.91%
MRVL	B	0.29%	0.02%	0.02%
MS	A	0.6%	0.04%	0.04%
MSFT	F	10.54%	12.14%	10.54%
NKE	D	0.33%	0.22%	0.22%
NOW	A	0.78%	0.82%	0.78%
NVDA	C	13.05%	13.07%	13.05%
ORLY	B	0.26%	0.25%	0.25%
PANW	C	0.47%	0.47%	0.47%
PEP	F	0.8%	0.68%	0.68%
PG	A	1.47%	0.35%	0.35%
PGR	A	0.56%	0.5%	0.5%
SCHW	B	0.44%	0.05%	0.05%
SNPS	B	0.31%	0.31%	0.31%
TEAM	A	0.15%	0.15%	0.15%
TJX	A	0.49%	0.32%	0.32%
TSLA	B	3.52%	3.51%	3.51%
TT	A	0.34%	0.12%	0.12%
TXN	C	0.65%	0.09%	0.09%
UNP	C	0.53%	0.27%	0.27%
V	A	1.76%	1.92%	1.76%
WDAY	B	0.21%	0.22%	0.21%
ZTS	D	0.29%	0.26%	0.26%

SUSL Overweight 231 Positions Relative to IWY

Symbol	Grade	Weight
JNJ	D	1.35%
ACN	C	0.82%
LIN	D	0.79%
DIS	B	0.76%
IBM	C	0.74%
VZ	C	0.65%
CMCSA	B	0.62%
SPGI	C	0.59%
DHR	F	0.57%
LOW	D	0.55%
BLK	C	0.55%
ETN	A	0.54%
BMY	B	0.43%
DE	A	0.41%
GILD	C	0.4%
INTC	D	0.38%
PLD	D	0.38%
UPS	C	0.35%
ICE	C	0.33%
MELI	D	0.32%
PYPL	B	0.31%
PNC	B	0.3%
WELL	A	0.3%
USB	A	0.29%
WMB	A	0.26%
APD	A	0.26%
OKE	A	0.25%
CSX	B	0.25%
CRH	A	0.25%
COF	B	0.25%
TFC	A	0.23%
HLT	A	0.23%
SLB	C	0.23%
TRV	B	0.22%
SRE	A	0.22%
AFL	B	0.22%
DLR	B	0.22%
CARR	D	0.22%
FICO	B	0.21%
NXPI	D	0.21%
RCL	A	0.21%
BK	A	0.21%
PSX	C	0.2%
URI	B	0.2%
MPC	D	0.2%
TGT	F	0.2%
AMP	A	0.2%
JCI	C	0.2%
LNG	B	0.19%
GWW	B	0.19%
ALL	A	0.19%
PWR	A	0.18%
NEM	D	0.18%
CMI	A	0.18%
VLO	C	0.17%
PAYX	C	0.17%
FIS	C	0.17%
DHI	D	0.17%
DFS	B	0.16%
TRGP	B	0.16%
COR	B	0.16%
BKR	B	0.16%
AXON	A	0.16%
PRU	A	0.16%
CCI	D	0.16%
IT	C	0.15%
KR	B	0.15%
CBRE	B	0.15%
FERG	B	0.15%
IR	B	0.15%
EA	A	0.15%
ODFL	B	0.15%
YUM	B	0.14%
A	D	0.14%
EXC	C	0.14%
IRM	D	0.13%
NDAQ	A	0.13%
KDP	D	0.13%
HUBS	A	0.13%
HIG	B	0.13%
GEHC	F	0.13%
HUM	C	0.13%
GIS	D	0.13%
CHTR	C	0.13%
NUE	C	0.13%
IQV	D	0.13%
MLM	B	0.13%
ACGL	D	0.13%
HPQ	B	0.13%
WTW	B	0.12%
RJF	A	0.12%
EIX	B	0.12%
ED	D	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%
ROK	B	0.11%
VLTO	D	0.1%
TROW	B	0.1%
BR	A	0.1%
PHM	D	0.1%
AWK	D	0.1%
FTV	C	0.1%
CHD	B	0.1%
DECK	A	0.1%
NVR	D	0.1%
DOV	A	0.1%
HAL	C	0.1%
HPE	B	0.1%
PPG	F	0.1%
STT	A	0.1%
SBAC	D	0.09%
LPLA	A	0.09%
RF	A	0.09%
EME	C	0.09%
HBAN	A	0.09%
SYF	B	0.09%
MTD	D	0.09%
NTAP	C	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%
STLD	B	0.08%
LYB	F	0.08%
WAT	B	0.08%
CBOE	B	0.08%
ES	D	0.08%
WSM	B	0.08%
WY	D	0.08%
K	A	0.08%
ZBH	C	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%
HOLX	D	0.07%
DGX	A	0.07%
FSLR	F	0.07%
FDS	B	0.07%
BALL	D	0.07%
ZS	C	0.07%
TRU	D	0.07%
DRI	B	0.07%
IP	B	0.07%
COO	D	0.07%
STX	D	0.07%
PFG	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%
GEN	B	0.06%
NI	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%
DAL	C	0.04%
SOLV	C	0.04%
WTRG	B	0.04%
CNH	C	0.04%
CTLT	B	0.04%
FOXA	B	0.04%
IPG	D	0.04%
LW	C	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%
TTC	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%
FOX	A	0.02%
BEN	C	0.02%
BBWI	D	0.02%

SUSL Underweight 42 Positions Relative to IWY

Symbol	Grade	Weight
AAPL	C	-12.86%
AMZN	C	-7.41%
META	D	-4.78%
AVGO	D	-2.95%
COST	B	-1.58%
NFLX	A	-1.39%
ORCL	B	-1.13%
ISRG	A	-0.73%
QCOM	F	-0.66%
UBER	D	-0.58%
ABBV	D	-0.5%
BX	A	-0.5%
ANET	C	-0.38%
SBUX	A	-0.34%
WM	A	-0.34%
KLAC	D	-0.33%
SHW	A	-0.32%
CMG	B	-0.31%
CRWD	B	-0.3%
APO	B	-0.25%
VRTX	F	-0.24%
ABNB	C	-0.23%
GS	A	-0.2%
FTNT	C	-0.19%
APH	A	-0.19%
CPRT	A	-0.18%
SNOW	C	-0.16%
SYK	C	-0.16%
UNH	C	-0.15%
MSI	B	-0.15%
LMT	D	-0.14%
MCK	B	-0.13%
MNST	C	-0.12%
KKR	A	-0.11%
HON	B	-0.09%
BA	F	-0.06%
TDG	D	-0.05%
CEG	D	-0.04%
REGN	F	-0.03%
PSA	D	-0.03%
EL	F	-0.02%
DELL	C	-0.02%