USMV vs. BLCR ETF Comparison

Comparison of iShares MSCI USA Minimum Volatility ETF (USMV) to BlackRock Large Cap Core ETF (BLCR)

USMV

iShares MSCI USA Minimum Volatility ETF

USMV Description

The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$93.78

Average Daily Volume

1,630,912

Number of Holdings ^*

170

* may have additional holdings in another (foreign) market

BLCR

BlackRock Large Cap Core ETF

BLCR Description

Under normal circumstances, the fund invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. The fund primarily seeks to buy common stock and may also invest in preferred stock and convertible securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.78

Average Daily Volume

527

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	USMV	BLCR
30 Days	1.70%	1.22%
60 Days	2.42%	0.91%
90 Days	4.02%	1.14%
12 Months	25.63%	21.77%

19 Overlapping Holdings

Symbol	Grade	Weight in USMV	Weight in BLCR	Overlap
AAPL	C	0.99%	4.02%	0.99%
AMZN	C	0.14%	6.3%	0.14%
AVGO	D	1.19%	0.19%	0.19%
BRK.A	B	1.55%	2.81%	1.55%
CMCSA	B	0.39%	2.27%	0.39%
CTSH	B	0.76%	1.7%	0.76%
CTVA	C	0.38%	1.64%	0.38%
EA	A	0.89%	1.99%	0.89%
ELV	F	0.52%	1.07%	0.52%
GOOG	C	0.16%	0.1%	0.1%
HON	B	0.25%	1.63%	0.25%
HUM	C	0.4%	1.3%	0.4%
ICE	C	0.28%	2.61%	0.28%
MSFT	F	1.34%	7.8%	1.34%
NVDA	C	0.67%	4.17%	0.67%
OTIS	C	0.07%	1.05%	0.07%
RTX	C	0.09%	1.14%	0.09%
UBER	D	0.45%	1.0%	0.45%
UNH	C	1.34%	1.05%	1.05%

USMV Overweight 151 Positions Relative to BLCR

Symbol	Grade	Weight
TMUS	B	1.95%
MSI	B	1.81%
WMT	A	1.78%
PGR	A	1.67%
IBM	C	1.66%
WCN	A	1.56%
RSG	A	1.55%
DUK	C	1.49%
CSCO	B	1.47%
CB	C	1.47%
APH	A	1.44%
WM	A	1.44%
NOC	D	1.43%
TXN	C	1.39%
VZ	C	1.35%
SO	D	1.35%
MCK	B	1.35%
ORCL	B	1.31%
ROP	B	1.3%
ACN	C	1.29%
AJG	B	1.27%
MCD	D	1.25%
LLY	F	1.25%
PG	A	1.23%
JNJ	D	1.18%
TRV	B	1.15%
ED	D	1.13%
MMC	B	1.11%
ABBV	D	1.04%
MRK	F	1.01%
PEP	F	1.01%
GDDY	A	1.0%
AZO	C	0.98%
GILD	C	0.94%
V	A	0.9%
FCNCA	A	0.88%
CBOE	B	0.85%
LMT	D	0.82%
K	A	0.8%
WEC	A	0.78%
NOW	A	0.75%
T	A	0.74%
TSN	B	0.71%
MA	C	0.7%
VRTX	F	0.69%
FI	A	0.69%
ORLY	B	0.68%
ACGL	D	0.68%
COR	B	0.67%
GIS	D	0.66%
VRSN	F	0.64%
KR	B	0.61%
AMGN	D	0.59%
FICO	B	0.59%
REGN	F	0.59%
KDP	D	0.59%
TDY	B	0.57%
BDX	F	0.56%
KEYS	A	0.55%
FANG	D	0.55%
FFIV	B	0.55%
MPC	D	0.54%
INCY	C	0.53%
AON	A	0.53%
CME	A	0.53%
PTC	A	0.52%
YUM	B	0.5%
BMY	B	0.49%
XEL	A	0.46%
NEM	D	0.46%
JNPR	F	0.45%
TJX	A	0.45%
XOM	B	0.45%
MDLZ	F	0.44%
WDAY	B	0.43%
EG	C	0.43%
ERIE	D	0.42%
VRSK	A	0.42%
CL	D	0.41%
CHD	B	0.4%
BAH	F	0.39%
AEP	D	0.39%
AKAM	D	0.39%
KHC	F	0.38%
WTW	B	0.38%
ROL	B	0.36%
IT	C	0.35%
AFG	A	0.35%
GEN	B	0.35%
CDW	F	0.35%
CVX	A	0.34%
MKL	A	0.34%
GRMN	B	0.33%
CPB	D	0.33%
AIZ	A	0.32%
NBIX	C	0.32%
WMB	A	0.31%
WRB	A	0.31%
GLW	B	0.31%
FWONK	B	0.31%
HSY	F	0.3%
HD	A	0.3%
ANET	C	0.29%
L	A	0.28%
AEE	A	0.24%
HUBS	A	0.24%
ADI	D	0.23%
D	C	0.23%
AZPN	A	0.23%
ALNY	D	0.22%
NTAP	C	0.22%
BMRN	D	0.22%
HRL	D	0.21%
CI	F	0.21%
KMB	D	0.21%
TW	A	0.2%
DTE	C	0.2%
PKG	A	0.2%
PFE	D	0.2%
DPZ	C	0.19%
CRWD	B	0.19%
CMS	C	0.19%
CDNS	B	0.18%
MELI	D	0.18%
MOH	F	0.18%
SNPS	B	0.18%
EOG	A	0.17%
HOLX	D	0.16%
LIN	D	0.16%
STX	D	0.16%
UTHR	C	0.14%
MDT	D	0.13%
DELL	C	0.12%
HIG	B	0.12%
OXY	D	0.12%
DGX	A	0.11%
KO	D	0.1%
LNT	A	0.1%
ADP	B	0.09%
ABT	B	0.09%
TEL	B	0.07%
ATO	A	0.06%
PSX	C	0.06%
FSLR	F	0.06%
KNX	B	0.06%
VLO	C	0.05%
BR	A	0.05%
CRM	B	0.05%
GD	F	0.05%
ULTA	F	0.04%
CVS	D	0.04%

USMV Underweight 31 Positions Relative to BLCR

Symbol	Grade	Weight
META	D	-3.72%
GOOGL	C	-3.38%
MRVL	B	-3.06%
CIEN	B	-2.45%
JPM	A	-2.3%
CAH	B	-2.23%
APD	A	-2.22%
DFS	B	-2.11%
FTV	C	-1.88%
SNY	F	-1.87%
AMD	F	-1.76%
ZBRA	B	-1.72%
CCI	D	-1.7%
THC	D	-1.56%
WAB	B	-1.55%
NVO	D	-1.54%
RGA	A	-1.39%
DNB	B	-1.31%
TMO	F	-1.26%
MU	D	-1.21%
DLTR	F	-1.17%
FNF	B	-1.15%
AMAT	F	-1.15%
COP	C	-1.14%
TKO	B	-1.1%
AVTR	F	-1.05%
SSNC	B	-1.01%
BP	D	-0.97%
SKX	D	-0.97%
DEO	F	-0.84%
APTV	D	-0.79%