SUSL vs. NWLG ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)

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

NWLG

Nuveen Winslow Large-Cap Growth ESG ETF

NWLG Description

The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.

Grade (RS Rating)

Last Trade

$33.65

Average Daily Volume

821

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SUSL	NWLG
30 Days	3.38%	3.69%
60 Days	5.08%	5.11%
90 Days	6.25%	6.29%
12 Months	32.87%	36.57%

23 Overlapping Holdings

Symbol	Grade	Weight in SUSL	Weight in NWLG	Overlap
ADBE	C	0.81%	0.81%	0.81%
AMD	F	0.8%	1.28%	0.8%
BKNG	A	0.64%	2.04%	0.64%
ECL	D	0.23%	0.96%	0.23%
FI	A	0.46%	1.14%	0.46%
FICO	B	0.21%	1.81%	0.21%
GE	D	0.71%	1.85%	0.71%
GOOG	C	3.09%	2.8%	2.8%
GOOGL	C	3.56%	3.26%	3.26%
HLT	A	0.23%	1.04%	0.23%
INTU	C	0.69%	2.1%	0.69%
LLY	F	2.19%	1.89%	1.89%
LRCX	F	0.35%	1.27%	0.35%
MA	C	1.55%	2.79%	1.55%
MELI	D	0.32%	1.91%	0.32%
MSFT	F	10.54%	12.09%	10.54%
NOW	A	0.78%	1.92%	0.78%
NVDA	C	13.05%	9.85%	9.85%
ORLY	B	0.26%	1.2%	0.26%
SNPS	B	0.31%	0.99%	0.31%
TT	A	0.34%	2.84%	0.34%
TXN	C	0.65%	1.12%	0.65%
WDAY	B	0.21%	2.31%	0.21%

SUSL Overweight 270 Positions Relative to NWLG

Symbol	Grade	Weight
TSLA	B	3.52%
V	A	1.76%
HD	A	1.47%
PG	A	1.47%
JNJ	D	1.35%
CRM	B	1.18%
KO	D	0.94%
MRK	F	0.91%
ACN	C	0.82%
PEP	F	0.8%
LIN	D	0.79%
DIS	B	0.76%
MCD	D	0.75%
IBM	C	0.74%
CAT	B	0.69%
VZ	C	0.65%
CMCSA	B	0.62%
AXP	A	0.61%
MS	A	0.6%
SPGI	C	0.59%
DHR	F	0.57%
PGR	A	0.56%
AMGN	D	0.56%
LOW	D	0.55%
BLK	C	0.55%
ETN	A	0.54%
AMAT	F	0.53%
UNP	C	0.53%
TJX	A	0.49%
PANW	C	0.47%
ADP	B	0.45%
SCHW	B	0.44%
BMY	B	0.43%
DE	A	0.41%
MMC	B	0.4%
GILD	C	0.4%
INTC	D	0.38%
PLD	D	0.38%
UPS	C	0.35%
CI	F	0.34%
ELV	F	0.34%
AMT	D	0.34%
ICE	C	0.33%
NKE	D	0.33%
EQIX	A	0.32%
PYPL	B	0.31%
PNC	B	0.3%
WELL	A	0.3%
CDNS	B	0.3%
USB	A	0.29%
ITW	B	0.29%
ZTS	D	0.29%
MRVL	B	0.29%
CTAS	B	0.29%
MCO	B	0.28%
CL	D	0.27%
WMB	A	0.26%
APD	A	0.26%
OKE	A	0.25%
ADSK	A	0.25%
CSX	B	0.25%
CRH	A	0.25%
COF	B	0.25%
MMM	D	0.25%
HCA	F	0.24%
TFC	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%
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%
AZO	C	0.19%
DASH	A	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%
KMB	D	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%
TEAM	A	0.15%
FERG	B	0.15%
IR	B	0.15%
EA	A	0.15%
EW	C	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%
LULU	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 19 Positions Relative to NWLG

Symbol	Grade	Weight
AMZN	C	-8.8%
AAPL	C	-5.8%
AVGO	D	-2.73%
SPOT	B	-2.61%
ISRG	A	-2.42%
KKR	A	-2.07%
ORCL	B	-2.06%
NFLX	A	-2.02%
CMG	B	-1.6%
SHOP	B	-1.44%
ANET	C	-1.4%
SYK	C	-1.2%
ASML	F	-1.2%
APH	A	-1.15%
BSX	B	-0.99%
VMC	B	-0.96%
WCN	A	-0.9%
ALNY	D	-0.85%
UBER	D	-0.5%