USCL vs. DEMZ ETF Comparison

Comparison of iShares Climate Conscious & Transition MSCI USA ETF (USCL) to DEMZ Political Contributions ETF (DEMZ)
USCL

iShares Climate Conscious & Transition MSCI USA ETF

USCL Description

The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$68.32

Average Daily Volume

2,864

Number of Holdings *

10

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

DEMZ Political Contributions ETF

DEMZ Description The investment seeks to track the total return performance, before fees and expenses, of the DEMZ Political Contribution Index. The index is a subset of the S&P 500® Index designed to provide exposure to companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities included in the index.

Grade (RS Rating)

Last Trade

$35.52

Average Daily Volume

2,628

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period USCL DEMZ
30 Days -0.39% -1.51%
60 Days 4.67% 2.34%
90 Days 10.25% 7.05%
12 Months 34.95% 31.84%
6 Overlapping Holdings
Symbol Grade Weight in USCL Weight in DEMZ Overlap
AAPL C 5.57% 5.03% 5.03%
GOOG A 1.99% 2.2% 1.99%
GOOGL A 2.29% 2.47% 2.29%
META B 3.53% 3.84% 3.53%
MSFT D 4.64% 4.68% 4.64%
NVDA B 5.8% 5.41% 5.41%
USCL Overweight 4 Positions Relative to DEMZ
Symbol Grade Weight
AMZN A 4.71%
AVGO C 2.15%
TSLA B 2.11%
LLY F 2.01%
USCL Underweight 44 Positions Relative to DEMZ
Symbol Grade Weight
L D -5.01%
COST D -4.68%
APH B -3.67%
IBM D -3.53%
DIS C -2.59%
ADP A -2.56%
CL F -2.38%
DHR F -2.16%
KLAC F -2.07%
BWA D -2.04%
KIM A -1.98%
EG F -1.95%
XYL F -1.94%
SYK A -1.92%
AVY F -1.85%
AMT D -1.75%
KMB D -1.61%
NOW A -1.56%
PAYX B -1.54%
OMC A -1.52%
LRCX F -1.49%
CRM A -1.42%
A B -1.41%
RL A -1.4%
ANET A -1.36%
ADSK A -1.35%
NFLX A -1.34%
ROST F -1.33%
MSCI A -1.24%
NDSN F -1.23%
AMD F -1.2%
MCO D -1.17%
TPR A -1.12%
SNPS B -1.07%
CDNS A -1.05%
HSIC A -1.01%
IT C -1.0%
EA A -1.0%
ULTA C -0.98%
HRL F -0.94%
KMX D -0.94%
VLTO D -0.92%
CDW F -0.87%
ADBE F -0.81%
Compare ETFs