USMF vs. USXF ETF Comparison
Comparison of WisdomTree U.S. Multifactor Fund (USMF) to iShares ESG Advanced MSCI USA ETF (USXF)
USMF
WisdomTree U.S. Multifactor Fund
USMF Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$52.37
Average Daily Volume
25,306
Number of Holdings
*
199
* may have additional holdings in another (foreign) market
USXF
iShares ESG Advanced MSCI USA ETF
USXF Description
The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.Grade (RS Rating)
Last Trade
$51.89
Average Daily Volume
82,986
Number of Holdings
*
347
* may have additional holdings in another (foreign) market
Performance
| Period | USMF | USXF |
|---|---|---|
| 30 Days | 6.39% | 3.47% |
| 60 Days | 7.88% | 6.46% |
| 90 Days | 8.72% | 6.86% |
| 12 Months | 32.34% | 38.85% |
70 Overlapping Holdings
| Symbol | Grade | Weight in USMF | Weight in USXF | Overlap | |
|---|---|---|---|---|---|
| ADP | B | 0.41% | 0.58% | 0.41% | |
| AFL | B | 0.35% | 0.29% | 0.29% | |
| AIG | B | 0.34% | 0.24% | 0.24% | |
| AIZ | A | 0.36% | 0.05% | 0.05% | |
| AKAM | D | 0.96% | 0.06% | 0.06% | |
| AMP | A | 0.43% | 0.27% | 0.27% | |
| AMT | D | 0.22% | 0.45% | 0.22% | |
| AXP | A | 0.34% | 0.79% | 0.34% | |
| AZO | C | 0.73% | 0.26% | 0.26% | |
| BAH | F | 0.31% | 0.09% | 0.09% | |
| BMRN | D | 0.2% | 0.06% | 0.06% | |
| BR | A | 0.39% | 0.13% | 0.13% | |
| BRO | B | 0.36% | 0.13% | 0.13% | |
| CAG | D | 0.26% | 0.06% | 0.06% | |
| CBOE | B | 0.33% | 0.1% | 0.1% | |
| CCK | C | 0.37% | 0.05% | 0.05% | |
| CMCSA | B | 0.93% | 0.8% | 0.8% | |
| CME | A | 0.37% | 0.4% | 0.37% | |
| CTSH | B | 1.38% | 0.18% | 0.18% | |
| DE | A | 0.31% | 0.5% | 0.31% | |
| DGX | A | 0.41% | 0.09% | 0.09% | |
| DOCU | A | 1.02% | 0.08% | 0.08% | |
| DOV | A | 0.39% | 0.13% | 0.13% | |
| DRI | B | 0.79% | 0.09% | 0.09% | |
| DT | C | 0.92% | 0.07% | 0.07% | |
| DVA | B | 0.27% | 0.04% | 0.04% | |
| EA | A | 1.11% | 0.2% | 0.2% | |
| EBAY | D | 0.68% | 0.15% | 0.15% | |
| ELV | F | 0.3% | 0.44% | 0.3% | |
| EME | C | 0.34% | 0.12% | 0.12% | |
| EPAM | C | 0.76% | 0.06% | 0.06% | |
| FFIV | B | 1.31% | 0.07% | 0.07% | |
| FI | A | 0.42% | 0.6% | 0.42% | |
| FICO | B | 1.08% | 0.27% | 0.27% | |
| FSLR | F | 0.48% | 0.09% | 0.09% | |
| FTNT | C | 0.88% | 0.28% | 0.28% | |
| GDDY | A | 1.49% | 0.13% | 0.13% | |
| GEN | B | 1.03% | 0.08% | 0.08% | |
| GIS | D | 0.27% | 0.17% | 0.17% | |
| HCA | F | 0.31% | 0.32% | 0.31% | |
| HIG | B | 0.39% | 0.17% | 0.17% | |
| HOLX | D | 0.42% | 0.09% | 0.09% | |
| IPG | D | 0.75% | 0.05% | 0.05% | |
| JNPR | F | 1.0% | 0.05% | 0.05% | |
| MAS | D | 0.28% | 0.08% | 0.08% | |
| MTB | A | 0.32% | 0.17% | 0.17% | |
| NBIX | C | 0.25% | 0.06% | 0.06% | |
| NTAP | C | 0.79% | 0.12% | 0.12% | |
| NTRS | A | 0.33% | 0.11% | 0.11% | |
| ORLY | B | 0.82% | 0.34% | 0.34% | |
| PAYC | B | 0.23% | 0.05% | 0.05% | |
| PCAR | B | 0.37% | 0.28% | 0.28% | |
| PGR | A | 0.35% | 0.72% | 0.35% | |
| PYPL | B | 0.23% | 0.4% | 0.23% | |
| REGN | F | 0.28% | 0.39% | 0.28% | |
| RJF | A | 0.4% | 0.15% | 0.15% | |
| ROP | B | 1.35% | 0.28% | 0.28% | |
| RSG | A | 0.4% | 0.22% | 0.22% | |
| SYF | B | 0.32% | 0.12% | 0.12% | |
| TJX | A | 0.85% | 0.65% | 0.65% | |
| TRV | B | 0.37% | 0.29% | 0.29% | |
| TYL | B | 1.12% | 0.12% | 0.12% | |
| UTHR | C | 0.41% | 0.07% | 0.07% | |
| VRSK | A | 0.38% | 0.19% | 0.19% | |
| VRSN | F | 1.43% | 0.08% | 0.08% | |
| VZ | C | 0.87% | 0.85% | 0.85% | |
| WDAY | B | 0.81% | 0.26% | 0.26% | |
| WM | A | 0.42% | 0.42% | 0.42% | |
| WPC | D | 0.27% | 0.06% | 0.06% | |
| ZBH | C | 0.38% | 0.11% | 0.11% |
USMF Overweight 129 Positions Relative to USXF
| Symbol | Grade | Weight | |
|---|---|---|---|
| APP | B | 1.61% | |
| MSI | B | 1.52% | |
| TDY | B | 1.34% | |
| IBM | C | 1.32% | |
| TMUS | B | 1.29% | |
| SNX | C | 1.17% | |
| FOXA | B | 1.09% | |
| ZM | B | 1.07% | |
| T | A | 1.05% | |
| DBX | B | 1.02% | |
| CVLT | B | 1.01% | |
| CRM | B | 0.99% | |
| HPQ | B | 0.93% | |
| NYT | C | 0.88% | |
| DIS | B | 0.82% | |
| TXRH | C | 0.81% | |
| MUSA | A | 0.74% | |
| LVS | C | 0.7% | |
| ARMK | B | 0.69% | |
| INFA | D | 0.66% | |
| NTNX | A | 0.64% | |
| GM | B | 0.63% | |
| HRB | D | 0.6% | |
| EXPE | B | 0.53% | |
| LDOS | C | 0.52% | |
| CRUS | D | 0.5% | |
| COR | B | 0.49% | |
| MCK | B | 0.46% | |
| ECL | D | 0.45% | |
| EHC | B | 0.44% | |
| CAH | B | 0.44% | |
| EXEL | B | 0.43% | |
| CACI | D | 0.43% | |
| XOM | B | 0.43% | |
| GILD | C | 0.43% | |
| EOG | A | 0.42% | |
| BSX | B | 0.42% | |
| JNJ | D | 0.42% | |
| ETR | B | 0.4% | |
| INGR | B | 0.4% | |
| ABT | B | 0.4% | |
| IBKR | A | 0.4% | |
| COP | C | 0.4% | |
| LMT | D | 0.4% | |
| ADTN | A | 0.4% | |
| JPM | A | 0.39% | |
| L | A | 0.39% | |
| ANF | C | 0.39% | |
| WFC | A | 0.39% | |
| GPK | C | 0.38% | |
| LH | C | 0.38% | |
| UNM | A | 0.38% | |
| BRK.A | B | 0.37% | |
| PPC | C | 0.37% | |
| ABBV | D | 0.37% | |
| ALSN | B | 0.37% | |
| CHE | D | 0.37% | |
| ALL | A | 0.36% | |
| LHX | C | 0.36% | |
| ACI | C | 0.36% | |
| SSNC | B | 0.36% | |
| CINF | A | 0.36% | |
| BMY | B | 0.36% | |
| RLI | B | 0.36% | |
| MRO | B | 0.35% | |
| PRI | A | 0.35% | |
| ORI | A | 0.35% | |
| WMT | A | 0.35% | |
| CNA | B | 0.35% | |
| GAP | C | 0.35% | |
| VOYA | B | 0.35% | |
| J | F | 0.34% | |
| RGA | A | 0.34% | |
| MO | A | 0.34% | |
| OGE | B | 0.34% | |
| BERY | B | 0.34% | |
| KR | B | 0.34% | |
| MSA | D | 0.34% | |
| MRK | F | 0.34% | |
| MLI | C | 0.34% | |
| WRB | A | 0.33% | |
| MKL | A | 0.33% | |
| HAL | C | 0.33% | |
| PG | A | 0.32% | |
| EWBC | A | 0.32% | |
| VTRS | A | 0.32% | |
| TAP | C | 0.32% | |
| VLO | C | 0.32% | |
| ELS | C | 0.32% | |
| GLPI | C | 0.32% | |
| PCG | A | 0.31% | |
| SYY | B | 0.31% | |
| NNN | D | 0.31% | |
| KMB | D | 0.31% | |
| DVN | F | 0.31% | |
| UHS | D | 0.31% | |
| VICI | C | 0.31% | |
| TMO | F | 0.31% | |
| CBSH | A | 0.31% | |
| SAIC | F | 0.3% | |
| FRT | B | 0.3% | |
| POST | C | 0.3% | |
| REYN | D | 0.3% | |
| PNW | B | 0.3% | |
| DUK | C | 0.3% | |
| LPX | B | 0.29% | |
| RYAN | B | 0.29% | |
| SFM | A | 0.29% | |
| MPC | D | 0.29% | |
| MTG | C | 0.29% | |
| CRS | A | 0.29% | |
| CL | D | 0.29% | |
| THC | D | 0.28% | |
| FCNCA | A | 0.28% | |
| CI | F | 0.28% | |
| EIX | B | 0.28% | |
| AEP | D | 0.27% | |
| FDX | B | 0.26% | |
| KHC | F | 0.26% | |
| CNC | D | 0.25% | |
| DINO | D | 0.25% | |
| FCN | D | 0.24% | |
| HALO | F | 0.23% | |
| HII | D | 0.23% | |
| APA | D | 0.22% | |
| MMM | D | 0.21% | |
| FMC | D | 0.18% | |
| GL | B | 0.14% | |
| LNTH | D | 0.13% |
USMF Underweight 277 Positions Relative to USXF
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -17.37% | |
| AVGO | D | -3.51% | |
| V | A | -2.36% | |
| MA | C | -2.07% | |
| HD | A | -1.94% | |
| AMD | F | -1.08% | |
| ADBE | C | -1.06% | |
| LIN | D | -1.03% | |
| NOW | A | -1.01% | |
| TXN | C | -0.88% | |
| QCOM | F | -0.88% | |
| INTU | C | -0.86% | |
| BKNG | A | -0.81% | |
| SPGI | C | -0.77% | |
| MS | A | -0.77% | |
| DHR | F | -0.74% | |
| BLK | C | -0.73% | |
| AMGN | D | -0.72% | |
| LOW | D | -0.71% | |
| ETN | A | -0.7% | |
| AMAT | F | -0.67% | |
| SYK | C | -0.64% | |
| PANW | C | -0.6% | |
| SCHW | B | -0.58% | |
| VRTX | F | -0.56% | |
| CB | C | -0.53% | |
| MU | D | -0.52% | |
| MMC | B | -0.52% | |
| PLD | D | -0.51% | |
| ADI | D | -0.5% | |
| INTC | D | -0.49% | |
| ANET | C | -0.48% | |
| GEV | B | -0.45% | |
| TT | A | -0.45% | |
| LRCX | F | -0.44% | |
| PH | A | -0.43% | |
| SHW | A | -0.43% | |
| ICE | C | -0.43% | |
| EQIX | A | -0.42% | |
| MELI | D | -0.42% | |
| APH | A | -0.41% | |
| WELL | A | -0.4% | |
| KLAC | D | -0.4% | |
| PNC | B | -0.39% | |
| CRWD | B | -0.39% | |
| CDNS | B | -0.39% | |
| SNPS | B | -0.39% | |
| USB | A | -0.38% | |
| ITW | B | -0.38% | |
| CTAS | B | -0.38% | |
| ZTS | D | -0.38% | |
| MCO | B | -0.37% | |
| MRVL | B | -0.37% | |
| AON | A | -0.36% | |
| TGT | F | -0.35% | |
| APD | A | -0.35% | |
| CRH | A | -0.33% | |
| COF | B | -0.33% | |
| ADSK | A | -0.32% | |
| APO | B | -0.32% | |
| MSTR | C | -0.32% | |
| AJG | B | -0.31% | |
| TFC | A | -0.3% | |
| HLT | A | -0.3% | |
| DLR | B | -0.29% | |
| BK | A | -0.28% | |
| RCL | A | -0.28% | |
| SPG | B | -0.28% | |
| NXPI | D | -0.27% | |
| DASH | A | -0.26% | |
| URI | B | -0.26% | |
| GWW | B | -0.25% | |
| PSA | D | -0.25% | |
| CMI | A | -0.24% | |
| NEM | D | -0.24% | |
| VRT | B | -0.24% | |
| FIS | C | -0.23% | |
| DHI | D | -0.23% | |
| WCN | A | -0.23% | |
| PWR | A | -0.23% | |
| CPRT | A | -0.23% | |
| PRU | A | -0.22% | |
| AME | A | -0.22% | |
| HWM | A | -0.22% | |
| CCI | D | -0.22% | |
| KVUE | A | -0.22% | |
| PAYX | C | -0.22% | |
| ROST | C | -0.22% | |
| FAST | B | -0.22% | |
| DFS | B | -0.21% | |
| AXON | A | -0.21% | |
| TEL | B | -0.21% | |
| CBRE | B | -0.2% | |
| OTIS | C | -0.2% | |
| FERG | B | -0.2% | |
| IR | B | -0.2% | |
| ODFL | B | -0.2% | |
| EW | C | -0.2% | |
| GLW | B | -0.19% | |
| SNOW | C | -0.19% | |
| TEAM | A | -0.19% | |
| IT | C | -0.19% | |
| A | D | -0.18% | |
| VMC | B | -0.18% | |
| DDOG | A | -0.18% | |
| YUM | B | -0.18% | |
| WAB | B | -0.17% | |
| NDAQ | A | -0.17% | |
| MCHP | D | -0.17% | |
| IQV | D | -0.17% | |
| RMD | C | -0.17% | |
| GEHC | F | -0.17% | |
| ACGL | D | -0.17% | |
| MLM | B | -0.17% | |
| CHTR | C | -0.17% | |
| KDP | D | -0.17% | |
| VEEV | C | -0.16% | |
| AVB | B | -0.16% | |
| HUBS | A | -0.16% | |
| HUM | C | -0.16% | |
| IRM | D | -0.16% | |
| LULU | C | -0.16% | |
| IDXX | F | -0.16% | |
| WTW | B | -0.15% | |
| ROK | B | -0.15% | |
| GRMN | B | -0.15% | |
| STT | A | -0.14% | |
| PPG | F | -0.14% | |
| MPWR | F | -0.14% | |
| ON | D | -0.14% | |
| NET | B | -0.14% | |
| GPN | B | -0.14% | |
| TSCO | D | -0.14% | |
| CSGP | D | -0.14% | |
| ANSS | B | -0.14% | |
| XYL | D | -0.14% | |
| ALNY | D | -0.14% | |
| DXCM | D | -0.14% | |
| VTR | C | -0.13% | |
| FTV | C | -0.13% | |
| TROW | B | -0.13% | |
| NVR | D | -0.13% | |
| KEYS | A | -0.13% | |
| PHM | D | -0.13% | |
| AWK | D | -0.13% | |
| DECK | A | -0.13% | |
| CHD | B | -0.13% | |
| SW | A | -0.13% | |
| HPE | B | -0.13% | |
| RF | A | -0.12% | |
| HUBB | B | -0.12% | |
| MTD | D | -0.12% | |
| HBAN | A | -0.12% | |
| EQR | B | -0.12% | |
| VLTO | D | -0.12% | |
| K | A | -0.11% | |
| WST | C | -0.11% | |
| WBD | C | -0.11% | |
| BIIB | F | -0.11% | |
| IFF | D | -0.11% | |
| PTC | A | -0.11% | |
| CDW | F | -0.11% | |
| LPLA | A | -0.11% | |
| SBAC | D | -0.11% | |
| PFG | D | -0.1% | |
| LII | A | -0.1% | |
| WAT | B | -0.1% | |
| CSL | C | -0.1% | |
| INVH | D | -0.1% | |
| STLD | B | -0.1% | |
| CLX | B | -0.1% | |
| STE | F | -0.1% | |
| MDB | C | -0.1% | |
| PKG | A | -0.1% | |
| WDC | D | -0.1% | |
| ILMN | D | -0.1% | |
| LYV | A | -0.1% | |
| BLDR | D | -0.1% | |
| BBY | D | -0.09% | |
| KEY | B | -0.09% | |
| FDS | B | -0.09% | |
| PODD | C | -0.09% | |
| WSO | A | -0.09% | |
| ZS | C | -0.09% | |
| BALL | D | -0.09% | |
| TRU | D | -0.09% | |
| SNA | A | -0.09% | |
| IP | B | -0.09% | |
| MKC | D | -0.09% | |
| OMC | C | -0.09% | |
| STX | D | -0.09% | |
| ZBRA | B | -0.09% | |
| TWLO | A | -0.08% | |
| AVY | D | -0.08% | |
| ALGN | D | -0.08% | |
| EG | C | -0.08% | |
| CF | B | -0.08% | |
| TER | D | -0.08% | |
| ULTA | F | -0.08% | |
| ARE | D | -0.08% | |
| MOH | F | -0.08% | |
| EXPD | D | -0.08% | |
| MANH | D | -0.08% | |
| DG | F | -0.08% | |
| OC | A | -0.08% | |
| KIM | A | -0.08% | |
| GPC | D | -0.08% | |
| FWONK | B | -0.08% | |
| IEX | B | -0.08% | |
| TRMB | B | -0.08% | |
| PNR | A | -0.08% | |
| RPM | A | -0.08% | |
| WSM | B | -0.08% | |
| RS | B | -0.08% | |
| NDSN | B | -0.07% | |
| POOL | C | -0.07% | |
| ROL | B | -0.07% | |
| JBL | B | -0.07% | |
| ACM | A | -0.07% | |
| JBHT | C | -0.07% | |
| ENTG | D | -0.07% | |
| DOC | D | -0.07% | |
| EL | F | -0.07% | |
| DPZ | C | -0.07% | |
| TOST | B | -0.07% | |
| PSTG | D | -0.07% | |
| INCY | C | -0.06% | |
| KMX | B | -0.06% | |
| DAY | B | -0.06% | |
| BXP | D | -0.06% | |
| SJM | D | -0.06% | |
| CG | A | -0.06% | |
| ALLE | D | -0.06% | |
| OKTA | C | -0.06% | |
| MRNA | F | -0.06% | |
| HST | C | -0.06% | |
| AMH | D | -0.06% | |
| JKHY | D | -0.06% | |
| CHRW | C | -0.06% | |
| REG | B | -0.06% | |
| SWK | D | -0.06% | |
| AVTR | F | -0.06% | |
| SWKS | F | -0.06% | |
| RVTY | F | -0.06% | |
| CRL | C | -0.05% | |
| HSIC | B | -0.05% | |
| ALLY | C | -0.05% | |
| SOLV | C | -0.05% | |
| CNH | C | -0.05% | |
| NLY | C | -0.05% | |
| RPRX | D | -0.05% | |
| EXAS | D | -0.05% | |
| LKQ | D | -0.05% | |
| MKTX | D | -0.05% | |
| TECH | D | -0.05% | |
| CTLT | B | -0.05% | |
| LW | C | -0.05% | |
| IOT | A | -0.05% | |
| BSY | D | -0.04% | |
| MOS | F | -0.04% | |
| ENPH | F | -0.04% | |
| TTC | D | -0.04% | |
| CPB | D | -0.04% | |
| AOS | F | -0.04% | |
| HRL | D | -0.04% | |
| TFX | F | -0.04% | |
| KNX | B | -0.04% | |
| FBIN | D | -0.04% | |
| UHAL | D | -0.03% | |
| WBA | F | -0.03% | |
| BEN | C | -0.03% | |
| QRVO | F | -0.03% | |
| BIO | D | -0.03% | |
| BBWI | D | -0.03% | |
| H | B | -0.03% | |
| AZPN | A | -0.03% | |
| WLK | D | -0.02% |
USMF: Top Represented Industries & Keywords
Industries:
Software - Application
Insurance - Property & Casualty
Business Services
Biotechnology
Information Technology Services
Medical Care
Packaged Foods
Software - Infrastructure
Utilities - Regulated Electric
Drug Manufacturers - Major
Insurance - Diversified
Oil & Gas E&P
Telecom Services
Communication Equipment
Diagnostics & Research
Insurance - Life
Packaging & Containers
Specialty Retail
Apparel Stores
Asset Management
USXF: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Semiconductors
Business Services
Diagnostics & Research
Biotechnology
Asset Management
Specialty Retail
Capital Markets
Packaged Foods
Banks - Regional - US
Credit Services
Software - Infrastructure
Specialty Chemicals
Building Materials
Semiconductor Equipment & Materials
Insurance Brokers
Medical Devices
Medical Instruments & Supplies
Packaging & Containers
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