SUSL vs. SCHV ETF Comparison

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

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

$101.19

Average Daily Volume

28,736

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

SCHV

Schwab U.S. Large-Cap Value ETF

SCHV 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 Value Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap value 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 Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$80.22

Average Daily Volume

301,812

Number of Holdings ^*

509

* may have additional holdings in another (foreign) market

Performance

Period	SUSL	SCHV
30 Days	4.69%	2.73%
60 Days	11.05%	9.84%
90 Days	2.33%	9.05%
12 Months	36.33%	30.29%

196 Overlapping Holdings

Symbol	Grade	Weight in SUSL	Weight in SCHV	Overlap
A	B	0.16%	0.18%	0.16%
ACGL	A	0.16%	0.18%	0.16%
ACI	F	0.03%	0.03%	0.03%
ADP	A	0.42%	0.46%	0.42%
AFL	A	0.22%	0.23%	0.22%
AIZ	B	0.04%	0.04%	0.04%
AKAM	D	0.06%	0.06%	0.06%
ALL	A	0.19%	0.21%	0.19%
ALLE	A	0.05%	0.05%	0.05%
ALLY	F	0.04%	0.04%	0.04%
AMAT	C	0.65%	0.7%	0.65%
AMGN	D	0.64%	0.72%	0.64%
AMP	A	0.17%	0.19%	0.17%
AMT	D	0.41%	0.44%	0.41%
APD	C	0.25%	0.28%	0.25%
APTV	D	0.07%	0.08%	0.07%
ATO	A	0.08%	0.09%	0.08%
AVY	D	0.07%	0.07%	0.07%
AWK	D	0.11%	0.12%	0.11%
AXP	A	0.58%	0.63%	0.58%
BALL	C	0.08%	0.08%	0.08%
BBWI	F	0.03%	0.03%	0.03%
BBY	C	0.08%	0.08%	0.08%
BEN	F	0.02%	0.03%	0.02%
BG	F	0.05%	0.06%	0.05%
BIIB	F	0.11%	0.12%	0.11%
BK	A	0.2%	0.22%	0.2%
BMY	A	0.38%	0.43%	0.38%
BR	B	0.09%	0.1%	0.09%
BURL	C	0.07%	0.07%	0.07%
BXP	B	0.04%	0.05%	0.04%
CAG	D	0.06%	0.06%	0.06%
CARR	A	0.24%	0.28%	0.24%
CAT	A	0.72%	0.78%	0.72%
CBOE	B	0.08%	0.09%	0.08%
CBRE	C	0.14%	0.15%	0.14%
CCI	D	0.19%	0.21%	0.19%
CFG	C	0.07%	0.08%	0.07%
CHD	D	0.09%	0.11%	0.09%
CHRW	C	0.05%	0.05%	0.05%
CI	D	0.37%	0.4%	0.37%
CL	D	0.3%	0.35%	0.3%
CLX	C	0.08%	0.08%	0.08%
CMCSA	B	0.6%	0.67%	0.6%
CMI	A	0.17%	0.19%	0.17%
CMS	A	0.08%	0.09%	0.08%
CNH	C	0.04%	0.04%	0.04%
COF	A	0.21%	0.24%	0.21%
CPB	D	0.04%	0.04%	0.04%
CSX	D	0.25%	0.28%	0.25%
CTAS	C	0.28%	0.29%	0.28%
DAL	C	0.03%	0.14%	0.03%
DE	C	0.4%	0.44%	0.4%
DFS	A	0.13%	0.14%	0.13%
DGX	D	0.06%	0.07%	0.06%
DHI	C	0.21%	0.23%	0.21%
DINO	F	0.03%	0.03%	0.03%
DIS	D	0.65%	0.72%	0.65%
DLR	C	0.2%	0.21%	0.2%
DOC	C	0.06%	0.07%	0.06%
DOV	C	0.1%	0.11%	0.1%
DRI	C	0.08%	0.08%	0.08%
DVA	C	0.03%	0.03%	0.03%
EA	D	0.14%	0.14%	0.14%
EBAY	A	0.12%	0.13%	0.12%
ECL	C	0.25%	0.27%	0.25%
ED	C	0.13%	0.15%	0.13%
EIX	C	0.12%	0.14%	0.12%
EQH	B	0.05%	0.06%	0.05%
ES	D	0.09%	0.1%	0.09%
ETN	B	0.5%	0.54%	0.5%
EXC	C	0.15%	0.17%	0.15%
EXPD	D	0.07%	0.08%	0.07%
FIS	A	0.17%	0.19%	0.17%
FOXA	B	0.04%	0.06%	0.04%
FTV	C	0.1%	0.11%	0.1%
GEHC	C	0.15%	0.16%	0.15%
GGG	C	0.05%	0.06%	0.05%
GILD	A	0.39%	0.43%	0.39%
GIS	C	0.16%	0.17%	0.16%
GPC	D	0.07%	0.08%	0.07%
HAL	D	0.09%	0.1%	0.09%
HBAN	B	0.08%	0.09%	0.08%
HCA	C	0.3%	0.31%	0.3%
HD	A	1.48%	1.64%	1.48%
HIG	A	0.13%	0.14%	0.13%
HOLX	D	0.07%	0.08%	0.07%
HPE	B	0.1%	0.11%	0.1%
HPQ	B	0.14%	0.14%	0.14%
HRL	F	0.04%	0.04%	0.04%
HSIC	D	0.03%	0.04%	0.03%
IBM	A	0.77%	0.84%	0.77%
ICE	A	0.34%	0.38%	0.34%
IEX	D	0.06%	0.07%	0.06%
IFF	D	0.1%	0.11%	0.1%
INTC	D	0.38%	0.42%	0.38%
IP	C	0.06%	0.07%	0.06%
IPG	D	0.04%	0.05%	0.04%
IR	A	0.15%	0.16%	0.15%
IRM	B	0.13%	0.14%	0.13%
ITW	C	0.29%	0.29%	0.29%
JCI	C	0.19%	0.21%	0.19%
JNJ	D	1.46%	1.61%	1.46%
JNPR	C	0.05%	0.05%	0.05%
K	B	0.08%	0.09%	0.08%
KDP	C	0.15%	0.16%	0.15%
KEY	B	0.06%	0.06%	0.06%
KEYS	B	0.1%	0.11%	0.1%
KMB	D	0.18%	0.2%	0.18%
KMX	F	0.05%	0.05%	0.05%
KNX	D	0.03%	0.04%	0.03%
KO	C	1.1%	1.15%	1.1%
KR	C	0.14%	0.16%	0.14%
LKQ	F	0.04%	0.04%	0.04%
LOW	C	0.57%	0.63%	0.57%
LW	D	0.04%	0.04%	0.04%
LYB	B	0.09%	0.1%	0.09%
MANH	A	0.07%	0.07%	0.07%
MCD	A	0.82%	0.9%	0.82%
MKC	C	0.08%	0.09%	0.08%
MKTX	B	0.04%	0.04%	0.04%
MMC	D	0.42%	0.46%	0.42%
MMM	C	0.29%	0.31%	0.29%
MPC	D	0.22%	0.23%	0.22%
MRK	F	1.08%	1.19%	1.08%
MS	A	0.48%	0.54%	0.48%
NDAQ	C	0.12%	0.12%	0.12%
NEM	C	0.24%	0.26%	0.24%
NI	A	0.06%	0.06%	0.06%
NKE	D	0.41%	0.44%	0.41%
NRG	A	0.07%	0.08%	0.07%
NTAP	D	0.1%	0.1%	0.1%
NTRS	B	0.07%	0.07%	0.07%
NUE	D	0.14%	0.15%	0.14%
NXPI	F	0.23%	0.26%	0.23%
OC	C	0.06%	0.06%	0.06%
OKE	A	0.2%	0.22%	0.2%
OMC	C	0.08%	0.08%	0.08%
PAYX	B	0.16%	0.18%	0.16%
PEP	F	0.88%	0.97%	0.88%
PFG	A	0.08%	0.08%	0.08%
PG	D	1.54%	1.69%	1.54%
PHM	C	0.11%	0.12%	0.11%
PLD	D	0.44%	0.48%	0.44%
PNC	C	0.27%	0.3%	0.27%
PNR	C	0.06%	0.07%	0.06%
PPG	D	0.12%	0.13%	0.12%
PRU	B	0.16%	0.18%	0.16%
PSX	D	0.21%	0.23%	0.21%
PWR	A	0.16%	0.18%	0.16%
PYPL	A	0.3%	0.33%	0.3%
RCL	B	0.17%	0.17%	0.17%
RF	B	0.08%	0.09%	0.08%
RJF	B	0.09%	0.09%	0.09%
ROK	D	0.12%	0.13%	0.12%
SCHW	D	0.36%	0.4%	0.36%
SJM	D	0.05%	0.05%	0.05%
SLB	D	0.22%	0.25%	0.22%
SOLV	C	0.04%	0.04%	0.04%
SRE	C	0.19%	0.22%	0.19%
STE	D	0.09%	0.1%	0.09%
STLD	C	0.07%	0.07%	0.07%
STT	A	0.1%	0.11%	0.1%
STX	C	0.08%	0.09%	0.08%
SW	C	0.1%	0.1%	0.1%
SYF	A	0.07%	0.08%	0.07%
TECH	D	0.05%	0.05%	0.05%
TFC	D	0.21%	0.24%	0.21%
TFX	C	0.04%	0.05%	0.04%
TGT	C	0.27%	0.3%	0.27%
TJX	D	0.5%	0.55%	0.5%
TRMB	B	0.06%	0.06%	0.06%
TROW	D	0.09%	0.1%	0.09%
TRU	C	0.08%	0.08%	0.08%
TRV	B	0.2%	0.22%	0.2%
TSCO	A	0.12%	0.13%	0.12%
TT	A	0.33%	0.36%	0.33%
TTC	F	0.03%	0.04%	0.03%
TXN	C	0.72%	0.79%	0.72%
UNP	F	0.56%	0.62%	0.56%
UPS	D	0.37%	0.41%	0.37%
USB	C	0.27%	0.29%	0.27%
VLO	F	0.17%	0.18%	0.17%
VLTO	A	0.1%	0.11%	0.1%
VZ	C	0.71%	0.78%	0.71%
WBA	F	0.02%	0.03%	0.02%
WDC	C	0.09%	0.09%	0.09%
WELL	C	0.28%	0.3%	0.28%
WMB	A	0.21%	0.23%	0.21%
WSM	C	0.07%	0.08%	0.07%
WTRG	D	0.04%	0.04%	0.04%
WTW	C	0.11%	0.12%	0.11%
WY	C	0.09%	0.1%	0.09%
XYL	C	0.12%	0.14%	0.12%
YUM	C	0.15%	0.16%	0.15%
ZBH	F	0.08%	0.09%	0.08%

SUSL Overweight 97 Positions Relative to SCHV

Symbol	Grade	Weight
NVDA	B	11.48%
MSFT	D	11.46%
GOOGL	B	3.6%
GOOG	B	3.12%
LLY	D	2.76%
TSLA	C	2.74%
V	B	1.61%
MA	A	1.53%
AMD	C	1.02%
CRM	B	1.01%
LIN	C	0.87%
ADBE	F	0.86%
ACN	B	0.84%
GE	B	0.76%
DHR	D	0.69%
NOW	B	0.68%
INTU	F	0.67%
SPGI	C	0.62%
PGR	B	0.56%
BKNG	B	0.54%
BLK	A	0.53%
ELV	F	0.45%
LRCX	D	0.42%
PANW	B	0.41%
FI	A	0.39%
MELI	D	0.36%
ZTS	C	0.33%
EQIX	C	0.31%
SNPS	F	0.3%
MCO	D	0.29%
CDNS	D	0.28%
ORLY	A	0.26%
MRVL	C	0.24%
CRH	C	0.24%
HLT	A	0.22%
ADSK	B	0.22%
WDAY	D	0.2%
URI	C	0.2%
AZO	D	0.2%
FICO	C	0.18%
GWW	B	0.17%
IDXX	D	0.16%
IQV	F	0.16%
DASH	A	0.16%
EW	F	0.15%
IT	A	0.15%
COR	F	0.15%
LNG	A	0.15%
FERG	F	0.15%
HUM	F	0.14%
ODFL	F	0.14%
BKR	B	0.13%
LULU	D	0.12%
TRGP	A	0.12%
MTD	C	0.12%
MLM	F	0.12%
AXON	A	0.11%
ANSS	D	0.11%
CHTR	D	0.11%
NVR	C	0.11%
TTWO	D	0.1%
SBAC	C	0.1%
FSLR	C	0.1%
HUBS	D	0.1%
TEAM	D	0.1%
DXCM	F	0.1%
DECK	B	0.09%
EME	B	0.08%
WAT	B	0.08%
COO	C	0.08%
PTC	B	0.08%
WST	D	0.08%
AVTR	D	0.07%
ALGN	D	0.07%
LH	D	0.07%
ULTA	D	0.07%
LII	C	0.07%
MOH	F	0.07%
DPZ	D	0.06%
GEN	A	0.06%
ZS	F	0.06%
ENPH	F	0.06%
PODD	C	0.06%
LPLA	D	0.06%
FDS	C	0.06%
DOCU	A	0.05%
JBHT	D	0.05%
POOL	D	0.05%
NLY	C	0.04%
TWLO	B	0.04%
CTLT	A	0.04%
FBIN	C	0.04%
NBIX	F	0.04%
AZPN	A	0.03%
RIVN	F	0.03%
DAY	C	0.03%
FOX	B	0.02%

SUSL Underweight 313 Positions Relative to SCHV

Symbol	Grade	Weight
BRK.A	B	-3.47%
JPM	C	-2.48%
XOM	A	-2.13%
WMT	A	-1.43%
ABBV	C	-1.42%
ORCL	A	-1.12%
BAC	B	-1.1%
CVX	B	-1.02%
CSCO	A	-0.88%
ABT	C	-0.81%
WFC	B	-0.79%
PM	D	-0.78%
QCOM	D	-0.78%
NEE	C	-0.72%
PFE	D	-0.68%
RTX	A	-0.66%
T	B	-0.65%
GS	B	-0.65%
HON	C	-0.56%
BSX	A	-0.51%
SYK	C	-0.51%
LMT	A	-0.51%
COP	D	-0.5%
C	B	-0.49%
MU	D	-0.49%
ADI	B	-0.48%
MDT	C	-0.47%
SBUX	B	-0.46%
BX	C	-0.46%
CB	A	-0.45%
SO	A	-0.41%
MDLZ	D	-0.41%
BA	F	-0.38%
KKR	A	-0.37%
DUK	C	-0.37%
MO	D	-0.36%
CME	A	-0.33%
CVS	D	-0.32%
GD	C	-0.32%
APH	D	-0.32%
FCX	B	-0.31%
MSI	A	-0.31%
WM	B	-0.31%
AON	A	-0.31%
NOC	B	-0.3%
EOG	B	-0.29%
BDX	C	-0.29%
EMR	B	-0.26%
FDX	F	-0.25%
AJG	C	-0.25%
O	C	-0.23%
NSC	C	-0.23%
PSA	C	-0.23%
GM	D	-0.22%
AEP	C	-0.22%
ROST	D	-0.21%
SPG	A	-0.21%
PCAR	D	-0.21%
AIG	C	-0.2%
D	A	-0.2%
MET	A	-0.2%
TEL	D	-0.19%
LEN	C	-0.19%
PCG	C	-0.18%
MCHP	F	-0.18%
PEG	A	-0.18%
KVUE	C	-0.18%
LHX	A	-0.18%
VST	A	-0.17%
HWM	A	-0.17%
RSG	D	-0.17%
FAST	C	-0.17%
OTIS	A	-0.17%
KMI	A	-0.17%
F	D	-0.17%
EXR	D	-0.16%
VRSK	D	-0.16%
CTSH	B	-0.16%
SYY	D	-0.16%
DOW	B	-0.16%
CNC	F	-0.16%
AME	C	-0.16%
XEL	C	-0.15%
MNST	D	-0.15%
DD	C	-0.15%
OXY	D	-0.14%
GLW	C	-0.14%
VICI	C	-0.14%
CDW	D	-0.13%
FANG	D	-0.13%
KHC	F	-0.13%
ON	F	-0.13%
WAB	A	-0.13%
AVB	C	-0.13%
ETR	A	-0.12%
HSY	D	-0.12%
ADM	F	-0.12%
ARES	A	-0.12%
FITB	C	-0.12%
MTB	A	-0.12%
WEC	B	-0.12%
GPN	F	-0.11%
DTE	B	-0.11%
VTR	C	-0.11%
GRMN	D	-0.11%
CAH	B	-0.11%
HUBB	A	-0.1%
AEE	A	-0.1%
EL	D	-0.1%
PPL	C	-0.1%
BRO	A	-0.1%
DVN	F	-0.1%
EQR	C	-0.1%
BAH	C	-0.09%
CINF	A	-0.09%
LDOS	A	-0.09%
EQT	C	-0.09%
TER	C	-0.09%
FE	C	-0.09%
MAS	C	-0.08%
MAA	D	-0.08%
EXPE	B	-0.08%
CCL	C	-0.08%
ARE	D	-0.08%
ESS	D	-0.08%
CNP	B	-0.08%
ZBRA	B	-0.08%
UAL	A	-0.08%
DG	F	-0.08%
PKG	B	-0.08%
J	F	-0.08%
BAX	D	-0.08%
INVH	D	-0.08%
SSNC	C	-0.07%
SWKS	F	-0.07%
RPM	A	-0.07%
FNF	C	-0.07%
SUI	D	-0.07%
RS	D	-0.07%
TOL	C	-0.07%
UTHR	C	-0.07%
VRSN	C	-0.07%
AMCR	C	-0.07%
TXT	F	-0.07%
SWK	C	-0.07%
WRB	C	-0.07%
TSN	D	-0.07%
WSO	C	-0.07%
ENTG	D	-0.07%
CTRA	D	-0.07%
LUV	B	-0.07%
LVS	B	-0.07%
Z	C	-0.06%
FLEX	B	-0.06%
ERIE	A	-0.06%
UDR	C	-0.06%
UHS	D	-0.06%
WPC	C	-0.06%
VTRS	D	-0.06%
GLPI	C	-0.06%
ACM	A	-0.06%
JBL	C	-0.06%
ROL	C	-0.06%
RGA	B	-0.06%
NDSN	C	-0.06%
EVRG	C	-0.06%
L	C	-0.06%
AES	C	-0.06%
NTNX	C	-0.06%
DLTR	F	-0.06%
RBA	D	-0.06%
USFD	C	-0.06%
GWRE	A	-0.06%
MRO	B	-0.06%
SNA	C	-0.06%
CE	D	-0.06%
CF	A	-0.06%
KIM	C	-0.06%
LNT	B	-0.06%
THC	D	-0.06%
AOS	C	-0.05%
BJ	B	-0.05%
RPRX	D	-0.05%
LECO	D	-0.05%
TPR	B	-0.05%
REXR	D	-0.05%
RRX	B	-0.05%
EWBC	B	-0.05%
ALB	D	-0.05%
CCK	C	-0.05%
SCI	D	-0.05%
SNAP	D	-0.05%
LAMR	C	-0.05%
REG	C	-0.05%
NVT	C	-0.05%
CUBE	C	-0.05%
DKS	D	-0.05%
AMH	D	-0.05%
ITT	C	-0.05%
CW	A	-0.05%
TTEK	A	-0.05%
JLL	C	-0.05%
JKHY	A	-0.05%
HST	D	-0.05%
FFIV	B	-0.05%
XPO	F	-0.05%
NWSA	D	-0.05%
CPT	C	-0.05%
ELS	D	-0.05%
EMN	C	-0.05%
SOFI	C	-0.04%
KBR	A	-0.04%
LAD	C	-0.04%
MORN	B	-0.04%
PR	D	-0.04%
WEX	C	-0.04%
MOS	F	-0.04%
FRT	D	-0.04%
GME	D	-0.04%
NNN	C	-0.04%
CIEN	A	-0.04%
DCI	B	-0.04%
APA	F	-0.04%
CZR	B	-0.04%
SNX	C	-0.04%
WYNN	B	-0.04%
EGP	D	-0.04%
MGM	D	-0.04%
CG	B	-0.04%
NCLH	C	-0.04%
CHK	C	-0.04%
WAL	C	-0.04%
RGLD	C	-0.04%
GL	C	-0.04%
HAS	A	-0.04%
TPX	C	-0.04%
EHC	C	-0.04%
AFG	A	-0.04%
MTCH	B	-0.04%
JEF	A	-0.04%
TAP	D	-0.04%
PNW	C	-0.04%
UNM	A	-0.04%
AA	B	-0.04%
ARMK	C	-0.04%
OVV	D	-0.04%
WWD	C	-0.04%
OHI	C	-0.04%
HII	F	-0.04%
INCY	B	-0.04%
ATR	A	-0.04%
ONTO	B	-0.04%
AGCO	D	-0.03%
LEA	F	-0.03%
G	A	-0.03%
WH	C	-0.03%
VFC	A	-0.03%
STWD	C	-0.03%
PARA	F	-0.03%
MTN	D	-0.03%
JAZZ	F	-0.03%
SEIC	B	-0.03%
ZION	D	-0.03%
RHI	D	-0.03%
CGNX	F	-0.03%
ALV	F	-0.03%
CRBG	B	-0.03%
CBSH	D	-0.03%
ELAN	D	-0.03%
ARW	C	-0.03%
CFR	B	-0.03%
GNTX	D	-0.03%
LSCC	D	-0.03%
COLD	D	-0.03%
AAL	D	-0.03%
MIDD	D	-0.03%
WCC	D	-0.03%
VOYA	A	-0.03%
BRKR	D	-0.03%
BSY	D	-0.03%
CMA	C	-0.03%
BERY	C	-0.03%
IVZ	A	-0.03%
WBS	D	-0.03%
UHAL	C	-0.03%
CHRD	F	-0.03%
APG	F	-0.03%
AXTA	C	-0.03%
LNW	F	-0.03%
OGE	C	-0.03%
AGNC	B	-0.03%
FMC	C	-0.03%
AYI	A	-0.03%
FHN	D	-0.03%
MHK	C	-0.03%
BWA	C	-0.03%
AR	C	-0.03%
ORI	A	-0.03%
WLK	C	-0.02%
POST	C	-0.02%
ST	F	-0.02%
MASI	B	-0.02%
DAR	F	-0.02%
REYN	D	-0.01%
PPC	C	-0.01%
ADTN	C	-0.01%
BOKF	B	-0.01%
AGR	C	-0.01%
PAG	D	-0.01%
LCID	F	-0.01%
COTY	F	-0.01%
UI	B	-0.0%
CNA	D	-0.0%