SUSL vs. SCHG ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to Schwab U.S. Large-Cap Growth ETF (SCHG)
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

$101.26

Average Daily Volume

29,734

Number of Holdings *

293

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

Schwab U.S. Large-Cap Growth ETF

SCHG Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$103.65

Average Daily Volume

1,342,127

Number of Holdings *

241

* may have additional holdings in another (foreign) market
Performance
Period SUSL SCHG
30 Days 2.56% 2.84%
60 Days 4.88% 5.41%
90 Days 4.26% 2.90%
12 Months 35.78% 43.23%
94 Overlapping Holdings
Symbol Grade Weight in SUSL Weight in SCHG Overlap
ACN C 0.84% 0.76% 0.76%
ADBE F 0.86% 0.85% 0.85%
ADSK B 0.22% 0.21% 0.21%
ALGN D 0.07% 0.06% 0.06%
AMD C 1.02% 0.91% 0.91%
ANSS D 0.11% 0.1% 0.1%
AVTR C 0.07% 0.07% 0.07%
AXON B 0.11% 0.1% 0.1%
AZO B 0.2% 0.19% 0.19%
BKNG B 0.54% 0.5% 0.5%
BKR C 0.13% 0.13% 0.13%
BLK B 0.53% 0.47% 0.47%
CDNS D 0.28% 0.27% 0.27%
CHTR D 0.11% 0.12% 0.11%
CI C 0.37% 0.37% 0.37%
CRM C 1.01% 0.94% 0.94%
CTAS C 0.28% 0.26% 0.26%
CTLT B 0.04% 0.04% 0.04%
DASH B 0.16% 0.16% 0.16%
DAY D 0.03% 0.03% 0.03%
DE A 0.4% 0.38% 0.38%
DECK C 0.09% 0.08% 0.08%
DHI C 0.21% 0.21% 0.21%
DHR B 0.69% 0.65% 0.65%
DOCU C 0.05% 0.04% 0.04%
DPZ D 0.06% 0.05% 0.05%
DXCM F 0.1% 0.1% 0.1%
ELV D 0.45% 0.45% 0.45%
EME B 0.08% 0.07% 0.07%
ENPH D 0.06% 0.06% 0.06%
EQIX B 0.31% 0.3% 0.3%
EW F 0.15% 0.15% 0.15%
FDS C 0.06% 0.06% 0.06%
FICO B 0.18% 0.17% 0.17%
FSLR C 0.1% 0.09% 0.09%
GE C 0.76% 0.74% 0.74%
GOOG D 3.12% 2.9% 2.9%
GOOGL D 3.6% 3.47% 3.47%
GWW B 0.17% 0.16% 0.16%
HAL F 0.09% 0.09% 0.09%
HLT B 0.22% 0.2% 0.2%
HUBS D 0.1% 0.1% 0.1%
HUM F 0.14% 0.14% 0.14%
IDXX D 0.16% 0.15% 0.15%
INTU D 0.67% 0.65% 0.65%
IQV D 0.16% 0.16% 0.16%
IT C 0.15% 0.14% 0.14%
JBHT D 0.05% 0.05% 0.05%
LIN B 0.87% 0.82% 0.82%
LLY D 2.76% 2.66% 2.66%
LNG D 0.15% 0.15% 0.15%
LPLA D 0.06% 0.06% 0.06%
LRCX D 0.42% 0.37% 0.37%
LULU D 0.12% 0.11% 0.11%
MA B 1.53% 1.46% 1.46%
MCO C 0.29% 0.28% 0.28%
MKTX D 0.04% 0.04% 0.04%
MLM D 0.12% 0.12% 0.12%
MOH D 0.07% 0.07% 0.07%
MRVL D 0.24% 0.23% 0.23%
MSFT C 11.46% 11.68% 11.46%
MTD C 0.12% 0.11% 0.11%
NBIX F 0.04% 0.04% 0.04%
NOW C 0.68% 0.7% 0.68%
NVDA C 11.48% 10.3% 10.3%
NVR B 0.11% 0.11% 0.11%
ODFL D 0.14% 0.13% 0.13%
ORLY B 0.26% 0.24% 0.24%
PANW D 0.41% 0.4% 0.4%
PGR C 0.56% 0.55% 0.55%
PODD C 0.06% 0.06% 0.06%
POOL C 0.05% 0.05% 0.05%
PTC C 0.08% 0.08% 0.08%
PYPL B 0.3% 0.29% 0.29%
RIVN F 0.03% 0.03% 0.03%
SBAC C 0.1% 0.09% 0.09%
SNPS F 0.3% 0.28% 0.28%
SOLV D 0.04% 0.03% 0.03%
SPGI C 0.62% 0.61% 0.61%
TEAM D 0.1% 0.09% 0.09%
TECH C 0.05% 0.04% 0.04%
TFX B 0.04% 0.04% 0.04%
TRGP C 0.12% 0.12% 0.12%
TSLA C 2.74% 2.39% 2.39%
TTWO D 0.1% 0.09% 0.09%
TWLO C 0.04% 0.04% 0.04%
ULTA D 0.07% 0.07% 0.07%
URI B 0.2% 0.19% 0.19%
V C 1.61% 1.62% 1.61%
WAT B 0.08% 0.07% 0.07%
WDAY D 0.2% 0.19% 0.19%
WST D 0.08% 0.08% 0.08%
ZS F 0.06% 0.06% 0.06%
ZTS B 0.33% 0.32% 0.32%
SUSL Overweight 199 Positions Relative to SCHG
Symbol Grade Weight
PG C 1.54%
HD B 1.48%
JNJ C 1.46%
KO B 1.1%
MRK F 1.08%
PEP D 0.88%
MCD B 0.82%
IBM B 0.77%
TXN B 0.72%
CAT B 0.72%
VZ A 0.71%
DIS D 0.65%
AMAT D 0.65%
AMGN D 0.64%
CMCSA C 0.6%
AXP B 0.58%
LOW B 0.57%
UNP D 0.56%
ETN C 0.5%
TJX C 0.5%
MS B 0.48%
PLD C 0.44%
MMC C 0.42%
ADP C 0.42%
AMT C 0.41%
NKE D 0.41%
GILD B 0.39%
FI B 0.39%
INTC D 0.38%
BMY C 0.38%
UPS D 0.37%
MELI C 0.36%
SCHW D 0.36%
ICE C 0.34%
TT B 0.33%
HCA B 0.3%
CL C 0.3%
MMM B 0.29%
ITW B 0.29%
WELL C 0.28%
USB C 0.27%
TGT C 0.27%
PNC C 0.27%
ECL B 0.25%
CSX C 0.25%
APD B 0.25%
NEM C 0.24%
CRH B 0.24%
CARR B 0.24%
NXPI D 0.23%
MPC F 0.22%
SLB F 0.22%
AFL A 0.22%
WMB C 0.21%
PSX F 0.21%
TFC D 0.21%
COF B 0.21%
OKE C 0.2%
DLR B 0.2%
BK B 0.2%
TRV C 0.2%
ALL C 0.19%
CCI C 0.19%
JCI B 0.19%
SRE B 0.19%
KMB C 0.18%
CMI B 0.17%
VLO F 0.17%
RCL B 0.17%
FIS C 0.17%
AMP B 0.17%
GIS B 0.16%
ACGL B 0.16%
A C 0.16%
PAYX C 0.16%
PRU C 0.16%
PWR B 0.16%
YUM B 0.15%
IR B 0.15%
EXC B 0.15%
GEHC B 0.15%
COR F 0.15%
KDP B 0.15%
FERG D 0.15%
NUE D 0.14%
HPQ C 0.14%
EA D 0.14%
CBRE B 0.14%
KR B 0.14%
IRM C 0.13%
HIG B 0.13%
DFS C 0.13%
ED B 0.13%
TSCO B 0.12%
ROK D 0.12%
NDAQ C 0.12%
PPG C 0.12%
EBAY B 0.12%
XYL C 0.12%
EIX B 0.12%
AWK C 0.11%
BIIB F 0.11%
PHM B 0.11%
WTW B 0.11%
NTAP D 0.1%
SW B 0.1%
STT B 0.1%
HPE C 0.1%
DOV B 0.1%
IFF A 0.1%
VLTO B 0.1%
FTV C 0.1%
KEYS B 0.1%
WDC C 0.09%
STE B 0.09%
ES B 0.09%
WY C 0.09%
RJF C 0.09%
TROW C 0.09%
BR C 0.09%
LYB D 0.09%
CHD C 0.09%
DRI C 0.08%
CLX C 0.08%
OMC B 0.08%
PFG B 0.08%
TRU B 0.08%
BBY A 0.08%
ATO B 0.08%
BALL C 0.08%
RF B 0.08%
CMS B 0.08%
HBAN B 0.08%
MKC C 0.08%
CBOE C 0.08%
COO C 0.08%
STX B 0.08%
K A 0.08%
ZBH F 0.08%
MANH B 0.07%
BURL C 0.07%
AVY C 0.07%
EXPD B 0.07%
CFG D 0.07%
NTRS C 0.07%
LH D 0.07%
HOLX D 0.07%
STLD C 0.07%
NRG B 0.07%
SYF C 0.07%
WSM C 0.07%
GPC D 0.07%
APTV D 0.07%
LII C 0.07%
TRMB C 0.06%
OC C 0.06%
GEN A 0.06%
NI B 0.06%
AKAM D 0.06%
CAG B 0.06%
KEY C 0.06%
DOC B 0.06%
IEX C 0.06%
IP C 0.06%
PNR B 0.06%
DGX B 0.06%
KMX D 0.05%
JNPR A 0.05%
ALLE B 0.05%
CHRW B 0.05%
SJM C 0.05%
EQH C 0.05%
BG F 0.05%
GGG C 0.05%
HRL F 0.04%
ALLY F 0.04%
CPB C 0.04%
LW D 0.04%
CNH C 0.04%
FOXA B 0.04%
WTRG D 0.04%
NLY B 0.04%
AIZ B 0.04%
LKQ F 0.04%
FBIN B 0.04%
IPG C 0.04%
BXP C 0.04%
AZPN B 0.03%
BBWI D 0.03%
ACI F 0.03%
DINO F 0.03%
DAL C 0.03%
KNX C 0.03%
DVA B 0.03%
TTC F 0.03%
HSIC C 0.03%
FOX B 0.02%
BEN F 0.02%
WBA F 0.02%
SUSL Underweight 147 Positions Relative to SCHG
Symbol Grade Weight
AAPL C -11.88%
AMZN C -6.33%
META B -4.44%
AVGO C -2.69%
UNH C -1.91%
COST C -1.46%
NFLX B -1.09%
TMO B -0.85%
ISRG C -0.62%
REGN D -0.44%
VRTX D -0.43%
KLAC D -0.37%
TMUS B -0.37%
ANET C -0.35%
SHW B -0.32%
CEG C -0.29%
CMG D -0.28%
TDG B -0.28%
PLTR C -0.27%
EOG D -0.26%
CRWD D -0.25%
MCK F -0.24%
ROP C -0.22%
ABNB D -0.21%
MAR B -0.21%
FTNT B -0.18%
TTD B -0.18%
MSCI C -0.16%
MPWR B -0.16%
LHX C -0.16%
CPRT D -0.16%
CNC D -0.15%
SQ D -0.14%
STZ C -0.14%
CTVA B -0.14%
ALNY C -0.13%
DDOG D -0.13%
RMD C -0.13%
MNST D -0.13%
HES F -0.13%
SNOW F -0.13%
FANG F -0.12%
VRT C -0.12%
VMC C -0.12%
COIN F -0.11%
VEEV C -0.11%
DELL C -0.11%
CSGP D -0.11%
BLDR C -0.09%
TYL C -0.09%
NET D -0.09%
CSL B -0.08%
ILMN D -0.08%
CPAY B -0.08%
MRNA F -0.08%
GDDY C -0.08%
APP C -0.08%
SMCI F -0.08%
FCNCA D -0.08%
RBLX C -0.08%
ZM C -0.07%
PINS D -0.07%
EXPE C -0.07%
WBD D -0.07%
DKNG C -0.07%
ZBRA B -0.07%
TDY B -0.07%
MKL C -0.07%
MDB D -0.07%
EQT C -0.07%
PSTG F -0.06%
EG B -0.06%
TPL C -0.06%
CTRA F -0.06%
FND C -0.05%
EXAS D -0.05%
BLD C -0.05%
BMRN F -0.05%
CASY D -0.05%
TW B -0.05%
NDSN C -0.05%
RNR B -0.05%
IBKR B -0.05%
LYV A -0.05%
ALB D -0.04%
QRVO F -0.04%
KNSL D -0.04%
SNAP D -0.04%
INCY C -0.04%
CRL F -0.04%
HII F -0.04%
CACI B -0.04%
TOST C -0.04%
REXR C -0.04%
EPAM F -0.04%
SAIA D -0.04%
HOOD C -0.04%
FTI D -0.04%
SRPT F -0.04%
PFGC B -0.04%
OKTA F -0.04%
TTEK C -0.04%
CLH C -0.04%
DT C -0.04%
PCTY D -0.03%
WCC C -0.03%
RRC D -0.03%
RGEN F -0.03%
PEN D -0.03%
WSC D -0.03%
TREX F -0.03%
LBRDK C -0.03%
PAYC D -0.03%
LAD B -0.03%
MEDP F -0.03%
WEX C -0.03%
GNRC D -0.03%
CHE C -0.03%
CZR C -0.03%
OLED D -0.03%
CHDN D -0.03%
ROKU D -0.03%
WLK C -0.02%
CELH F -0.02%
RH C -0.02%
W C -0.02%
PATH D -0.02%
FIVE D -0.02%
BILL D -0.02%
U D -0.02%
MASI C -0.02%
PCOR D -0.02%
CLF F -0.02%
ESTC F -0.02%
ETSY D -0.02%
NOV F -0.02%
BIO C -0.02%
JAZZ D -0.02%
PLUG F -0.01%
FIVN F -0.01%
CACC F -0.01%
RCM C -0.01%
ZI D -0.01%
NFE F -0.0%
UI B -0.0%
AGL F -0.0%
SEDG F -0.0%
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