USMC vs. ESGU ETF Comparison
Comparison of Principal U.S. Mega-Cap ETF (USMC) to iShares MSCI USA ESG Optimized ETF (ESGU)
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.
Grade (RS Rating)
Last Trade
$57.11
Average Daily Volume
45,628
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.Grade (RS Rating)
Last Trade
$126.71
Average Daily Volume
447,206
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | USMC | ESGU |
|---|---|---|
| 30 Days | 0.04% | 0.64% |
| 60 Days | 6.49% | 7.18% |
| 90 Days | 11.53% | 11.78% |
| 12 Months | 32.75% | 34.37% |
24 Overlapping Holdings
| Symbol | Grade | Weight in USMC | Weight in ESGU | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.9% | 6.46% | 6.46% | |
| ABBV | B | 3.05% | 0.52% | 0.52% | |
| AMD | F | 2.47% | 0.48% | 0.48% | |
| AMZN | A | 3.42% | 3.43% | 3.42% | |
| AVGO | B | 3.88% | 1.45% | 1.45% | |
| BAC | B | 2.86% | 0.6% | 0.6% | |
| BRK.A | D | 5.15% | 0.41% | 0.41% | |
| COST | C | 2.72% | 0.78% | 0.78% | |
| GOOGL | B | 3.89% | 1.22% | 1.22% | |
| HD | B | 3.35% | 1.01% | 1.01% | |
| JNJ | D | 3.04% | 0.67% | 0.67% | |
| JPM | B | 4.88% | 1.26% | 1.26% | |
| LLY | F | 2.73% | 1.38% | 1.38% | |
| MA | B | 4.84% | 0.94% | 0.94% | |
| META | B | 4.62% | 2.32% | 2.32% | |
| MRK | F | 2.37% | 0.51% | 0.51% | |
| MSFT | D | 6.39% | 5.84% | 5.84% | |
| NFLX | A | 4.53% | 0.57% | 0.57% | |
| NVDA | B | 4.85% | 6.67% | 4.85% | |
| PG | D | 4.63% | 0.69% | 0.69% | |
| TSLA | B | 2.39% | 1.44% | 1.44% | |
| UNH | D | 4.16% | 0.93% | 0.93% | |
| V | A | 4.82% | 1.02% | 1.02% | |
| XOM | B | 4.61% | 0.58% | 0.58% |
USMC Overweight 1 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMT | A | 3.12% |
USMC Underweight 260 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | B | -2.4% | |
| KO | D | -0.93% | |
| TXN | B | -0.73% | |
| ADP | A | -0.69% | |
| CRM | B | -0.67% | |
| NOW | A | -0.63% | |
| CVX | B | -0.58% | |
| ORCL | B | -0.56% | |
| INTU | D | -0.56% | |
| ADBE | D | -0.55% | |
| IBM | D | -0.54% | |
| PRU | C | -0.54% | |
| AMAT | F | -0.51% | |
| K | A | -0.5% | |
| GILD | A | -0.5% | |
| PEG | C | -0.49% | |
| MS | B | -0.48% | |
| CSCO | A | -0.47% | |
| SPGI | D | -0.46% | |
| GE | D | -0.45% | |
| CMI | A | -0.44% | |
| ACN | C | -0.44% | |
| TT | B | -0.44% | |
| NEE | D | -0.44% | |
| RTX | C | -0.44% | |
| AMGN | D | -0.43% | |
| BR | B | -0.43% | |
| BK | A | -0.42% | |
| AXP | B | -0.42% | |
| DIS | C | -0.41% | |
| PGR | D | -0.41% | |
| PEP | F | -0.41% | |
| ECL | D | -0.41% | |
| LOW | B | -0.39% | |
| GIS | D | -0.39% | |
| VZ | D | -0.39% | |
| CRH | A | -0.39% | |
| ADSK | A | -0.37% | |
| HON | B | -0.37% | |
| NI | A | -0.37% | |
| GWW | A | -0.36% | |
| GS | B | -0.36% | |
| LIN | D | -0.36% | |
| COP | D | -0.36% | |
| EQIX | B | -0.35% | |
| AMT | D | -0.35% | |
| OKE | A | -0.35% | |
| ELV | F | -0.35% | |
| ZTS | F | -0.35% | |
| CCI | D | -0.34% | |
| VRTX | A | -0.34% | |
| PNC | B | -0.34% | |
| DHR | D | -0.34% | |
| C | B | -0.33% | |
| MMM | D | -0.33% | |
| BKNG | A | -0.33% | |
| MCD | D | -0.32% | |
| LRCX | F | -0.32% | |
| ISRG | A | -0.32% | |
| CAT | B | -0.32% | |
| PNR | A | -0.31% | |
| UNP | D | -0.3% | |
| KMI | A | -0.3% | |
| MET | C | -0.3% | |
| HES | C | -0.3% | |
| PFE | D | -0.29% | |
| QCOM | F | -0.29% | |
| MCO | D | -0.29% | |
| NXPI | D | -0.29% | |
| CI | D | -0.28% | |
| INTC | C | -0.27% | |
| MCK | D | -0.27% | |
| EXPD | D | -0.26% | |
| PANW | B | -0.26% | |
| TRGP | A | -0.25% | |
| CLX | C | -0.25% | |
| EW | D | -0.25% | |
| HIG | D | -0.25% | |
| TGT | D | -0.24% | |
| UBER | C | -0.24% | |
| DLR | B | -0.24% | |
| SBUX | B | -0.24% | |
| WELL | B | -0.24% | |
| FLUT | B | -0.23% | |
| DE | C | -0.23% | |
| XYL | F | -0.23% | |
| IDXX | F | -0.23% | |
| LKQ | F | -0.23% | |
| SNPS | C | -0.22% | |
| ANET | B | -0.22% | |
| COR | B | -0.22% | |
| PPG | F | -0.22% | |
| KR | A | -0.22% | |
| TMO | D | -0.22% | |
| NOC | D | -0.21% | |
| KEYS | C | -0.21% | |
| CMCSA | B | -0.21% | |
| DFS | B | -0.21% | |
| DAL | A | -0.21% | |
| CDNS | B | -0.21% | |
| ANSS | C | -0.21% | |
| CHD | C | -0.2% | |
| MU | C | -0.2% | |
| SYF | A | -0.2% | |
| CHRW | C | -0.2% | |
| NDAQ | A | -0.2% | |
| TRV | B | -0.2% | |
| FERG | D | -0.2% | |
| DECK | B | -0.19% | |
| MELI | C | -0.19% | |
| VLTO | D | -0.19% | |
| CMS | C | -0.19% | |
| MMC | D | -0.18% | |
| REGN | F | -0.18% | |
| BMY | A | -0.18% | |
| SCHW | B | -0.18% | |
| CBRE | A | -0.18% | |
| KHC | F | -0.18% | |
| ETN | B | -0.18% | |
| LNG | A | -0.18% | |
| COO | D | -0.18% | |
| T | B | -0.17% | |
| NEM | D | -0.17% | |
| IRM | B | -0.17% | |
| EXC | D | -0.17% | |
| TAP | C | -0.17% | |
| BG | F | -0.17% | |
| USB | B | -0.17% | |
| CARR | D | -0.17% | |
| STE | D | -0.16% | |
| AXON | B | -0.16% | |
| HPE | B | -0.16% | |
| BBY | D | -0.16% | |
| KMB | D | -0.16% | |
| GEV | A | -0.16% | |
| WAT | A | -0.16% | |
| WDAY | D | -0.16% | |
| IT | B | -0.16% | |
| JCI | B | -0.16% | |
| EA | A | -0.16% | |
| D | B | -0.16% | |
| UPS | C | -0.16% | |
| FDS | B | -0.15% | |
| MRVL | A | -0.15% | |
| HBAN | B | -0.15% | |
| PTC | B | -0.15% | |
| WSM | D | -0.14% | |
| URI | B | -0.14% | |
| PYPL | B | -0.14% | |
| FTV | F | -0.14% | |
| PLD | F | -0.14% | |
| J | D | -0.14% | |
| ADI | C | -0.14% | |
| DGX | B | -0.14% | |
| TSCO | D | -0.14% | |
| SBAC | D | -0.14% | |
| HCA | D | -0.14% | |
| CAH | C | -0.14% | |
| RCL | A | -0.13% | |
| OVV | F | -0.13% | |
| PSX | F | -0.13% | |
| CNH | B | -0.13% | |
| TWLO | A | -0.13% | |
| LII | A | -0.13% | |
| FIS | B | -0.13% | |
| BKR | A | -0.13% | |
| IQV | F | -0.13% | |
| CEG | C | -0.13% | |
| AFL | D | -0.12% | |
| FBIN | B | -0.12% | |
| NUE | F | -0.12% | |
| TEAM | B | -0.12% | |
| KKR | B | -0.12% | |
| EME | A | -0.12% | |
| LDOS | A | -0.12% | |
| FI | A | -0.12% | |
| A | C | -0.12% | |
| ACGL | F | -0.12% | |
| TFC | C | -0.12% | |
| CMG | D | -0.12% | |
| JNPR | A | -0.11% | |
| WTW | A | -0.11% | |
| TRMB | B | -0.11% | |
| IEX | B | -0.11% | |
| JBHT | B | -0.11% | |
| HLT | B | -0.11% | |
| WY | D | -0.11% | |
| EQT | B | -0.11% | |
| AIZ | C | -0.11% | |
| OC | B | -0.11% | |
| FOX | B | -0.11% | |
| ES | D | -0.11% | |
| PAYX | B | -0.11% | |
| DELL | B | -0.11% | |
| AJG | D | -0.11% | |
| EIX | D | -0.11% | |
| STLD | B | -0.11% | |
| VEEV | C | -0.11% | |
| PWR | A | -0.11% | |
| FICO | B | -0.11% | |
| HUBS | B | -0.11% | |
| LULU | C | -0.11% | |
| COF | A | -0.11% | |
| HUBB | B | -0.11% | |
| WFC | B | -0.11% | |
| BLK | A | -0.11% | |
| NTRS | B | -0.11% | |
| IP | A | -0.11% | |
| WTRG | B | -0.1% | |
| SYY | C | -0.1% | |
| SLB | F | -0.1% | |
| MRO | C | -0.1% | |
| PARA | C | -0.1% | |
| ULTA | D | -0.1% | |
| ED | D | -0.1% | |
| LH | B | -0.1% | |
| ODFL | B | -0.1% | |
| WDC | C | -0.1% | |
| IFF | D | -0.1% | |
| GDDY | B | -0.1% | |
| SYK | A | -0.1% | |
| WST | C | -0.1% | |
| HOLX | C | -0.1% | |
| HPQ | B | -0.1% | |
| FDX | D | -0.1% | |
| PHM | D | -0.1% | |
| HWM | B | -0.1% | |
| POOL | B | -0.1% | |
| AKAM | D | -0.1% | |
| MKC | D | -0.1% | |
| IR | B | -0.1% | |
| PFG | D | -0.1% | |
| MDB | F | -0.1% | |
| SNOW | C | -0.09% | |
| FSLR | D | -0.09% | |
| AVTR | D | -0.09% | |
| NTAP | D | -0.09% | |
| MTD | D | -0.09% | |
| CL | D | -0.09% | |
| VLO | F | -0.09% | |
| MOH | D | -0.09% | |
| FANG | F | -0.09% | |
| ADM | F | -0.09% | |
| BALL | F | -0.09% | |
| KDP | F | -0.09% | |
| IPG | F | -0.09% | |
| DHI | D | -0.09% | |
| HRL | D | -0.09% | |
| ALNY | C | -0.09% | |
| ZBH | D | -0.09% | |
| DVA | D | -0.09% | |
| CPB | D | -0.09% | |
| DXCM | D | -0.09% | |
| STX | D | -0.09% | |
| CNC | D | -0.08% | |
| BIIB | F | -0.08% | |
| TFX | F | -0.08% | |
| HII | F | -0.07% | |
| MRNA | F | -0.06% | |
| DLTR | F | -0.06% |
USMC: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Banks - Global
Credit Services
Discount Stores
Internet Content & Information
Auto Manufacturers
Consumer Electronics
Health Care Plans
Home Improvement Stores
Household & Personal Products
Insurance - Diversified
Media - Diversified
Oil & Gas Integrated
Software - Infrastructure
Specialty Retail
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
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