USMV vs. ESG ETF Comparison
Comparison of iShares MSCI USA Minimum Volatility ETF (USMV) to FlexShares STOXX US ESG Impact Index Fund (ESG)
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
$91.10
Average Daily Volume
2,232,096
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
ESG
FlexShares STOXX US ESG Impact Index Fund
ESG Description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.Grade (RS Rating)
Last Trade
$135.63
Average Daily Volume
5,766
Number of Holdings
*
258
* may have additional holdings in another (foreign) market
Performance
| Period | USMV | ESG |
|---|---|---|
| 30 Days | 0.70% | 3.41% |
| 60 Days | 7.72% | 11.15% |
| 90 Days | 8.91% | 3.57% |
| 12 Months | 29.23% | 31.00% |
91 Overlapping Holdings
| Symbol | Grade | Weight in USMV | Weight in ESG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.98% | 4.94% | 0.98% | |
| ABT | C | 0.09% | 0.67% | 0.09% | |
| ACN | B | 1.28% | 1.12% | 1.12% | |
| ADP | A | 0.08% | 0.48% | 0.08% | |
| AEP | C | 0.41% | 0.23% | 0.23% | |
| AJG | C | 1.24% | 0.16% | 0.16% | |
| AKAM | D | 0.45% | 0.04% | 0.04% | |
| AMZN | C | 0.12% | 4.81% | 0.12% | |
| AON | A | 0.49% | 0.26% | 0.26% | |
| AVGO | B | 1.2% | 1.97% | 1.2% | |
| AZO | D | 1.0% | 0.09% | 0.09% | |
| BDX | C | 0.61% | 0.12% | 0.12% | |
| BMY | A | 0.44% | 0.36% | 0.36% | |
| BR | B | 0.05% | 0.08% | 0.05% | |
| BRK.A | B | 1.52% | 3.04% | 1.52% | |
| CB | A | 1.51% | 0.28% | 0.28% | |
| CDNS | D | 0.16% | 0.12% | 0.12% | |
| CI | D | 0.22% | 0.33% | 0.22% | |
| CL | D | 0.45% | 0.35% | 0.35% | |
| CMS | A | 0.2% | 0.05% | 0.05% | |
| CRM | B | 0.04% | 0.44% | 0.04% | |
| CRWD | D | 0.15% | 0.21% | 0.15% | |
| CSCO | A | 1.36% | 0.9% | 0.9% | |
| CTSH | B | 0.76% | 0.1% | 0.1% | |
| CTVA | A | 0.37% | 0.07% | 0.07% | |
| CVS | D | 0.05% | 0.33% | 0.05% | |
| CVX | B | 0.32% | 1.3% | 0.32% | |
| D | A | 0.23% | 0.08% | 0.08% | |
| DPZ | D | 0.18% | 0.04% | 0.04% | |
| DUK | C | 1.53% | 0.22% | 0.22% | |
| EA | D | 0.76% | 0.11% | 0.11% | |
| ED | C | 1.23% | 0.06% | 0.06% | |
| ELV | F | 0.67% | 0.5% | 0.5% | |
| FANG | D | 0.54% | 0.05% | 0.05% | |
| FFIV | B | 0.51% | 0.02% | 0.02% | |
| GEN | A | 0.33% | 0.07% | 0.07% | |
| GILD | A | 0.9% | 0.26% | 0.26% | |
| GIS | C | 0.78% | 0.21% | 0.21% | |
| GLW | C | 0.3% | 0.06% | 0.06% | |
| HD | A | 0.3% | 1.03% | 0.3% | |
| HIG | A | 0.12% | 0.14% | 0.12% | |
| HOLX | D | 0.17% | 0.06% | 0.06% | |
| HSY | D | 0.33% | 0.11% | 0.11% | |
| HUBS | D | 0.19% | 0.11% | 0.11% | |
| IBM | A | 1.74% | 1.02% | 1.02% | |
| ICE | A | 0.29% | 0.47% | 0.29% | |
| IT | A | 0.34% | 0.16% | 0.16% | |
| JNJ | D | 1.25% | 1.97% | 1.25% | |
| K | B | 0.81% | 0.1% | 0.1% | |
| KDP | C | 0.7% | 0.07% | 0.07% | |
| KHC | F | 0.43% | 0.1% | 0.1% | |
| KMB | D | 0.22% | 0.24% | 0.22% | |
| KO | C | 0.11% | 1.42% | 0.11% | |
| KR | C | 0.59% | 0.19% | 0.19% | |
| LLY | D | 1.51% | 2.54% | 1.51% | |
| LNT | B | 0.1% | 0.06% | 0.06% | |
| MA | A | 0.67% | 1.04% | 0.67% | |
| MCD | A | 1.3% | 0.37% | 0.37% | |
| MCK | F | 1.1% | 0.22% | 0.22% | |
| MDLZ | D | 0.5% | 0.41% | 0.41% | |
| MDT | C | 0.14% | 0.39% | 0.14% | |
| MMC | D | 1.12% | 0.28% | 0.28% | |
| MRK | F | 1.21% | 1.22% | 1.21% | |
| MSFT | D | 1.35% | 4.79% | 1.35% | |
| NEM | C | 0.58% | 0.26% | 0.26% | |
| NOW | B | 0.64% | 0.31% | 0.31% | |
| NTAP | D | 0.22% | 0.09% | 0.09% | |
| ORCL | A | 1.16% | 0.68% | 0.68% | |
| OTIS | A | 0.07% | 0.17% | 0.07% | |
| PFE | D | 0.23% | 0.41% | 0.23% | |
| PG | D | 1.25% | 2.06% | 1.25% | |
| RSG | D | 1.48% | 0.07% | 0.07% | |
| SNPS | F | 0.17% | 0.19% | 0.17% | |
| STX | C | 0.18% | 0.04% | 0.04% | |
| TJX | D | 0.44% | 0.67% | 0.44% | |
| TRV | B | 1.04% | 0.22% | 0.22% | |
| TSN | D | 0.67% | 0.03% | 0.03% | |
| TXN | C | 1.39% | 0.62% | 0.62% | |
| UBER | C | 0.48% | 0.53% | 0.48% | |
| UNH | B | 1.36% | 0.92% | 0.92% | |
| V | B | 0.8% | 1.95% | 0.8% | |
| VLO | F | 0.05% | 0.11% | 0.05% | |
| VRSK | D | 0.4% | 0.13% | 0.13% | |
| VRTX | D | 0.72% | 0.4% | 0.4% | |
| VZ | C | 1.46% | 0.32% | 0.32% | |
| WM | B | 1.37% | 0.13% | 0.13% | |
| WMT | A | 1.67% | 1.8% | 1.67% | |
| WTW | C | 0.37% | 0.15% | 0.15% | |
| XEL | C | 0.43% | 0.06% | 0.06% | |
| XOM | A | 0.46% | 2.69% | 0.46% | |
| YUM | C | 0.53% | 0.13% | 0.13% |
USMV Overweight 79 Positions Relative to ESG
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | A | 1.72% | |
| PGR | B | 1.67% | |
| MSI | A | 1.67% | |
| NOC | B | 1.58% | |
| WCN | D | 1.48% | |
| SO | A | 1.39% | |
| ROP | D | 1.3% | |
| APH | D | 1.29% | |
| ABBV | C | 1.23% | |
| PEP | F | 1.11% | |
| LMT | A | 0.94% | |
| CBOE | B | 0.87% | |
| REGN | D | 0.83% | |
| GDDY | B | 0.82% | |
| ACGL | A | 0.81% | |
| WEC | B | 0.76% | |
| T | B | 0.73% | |
| FCNCA | D | 0.73% | |
| AMGN | D | 0.68% | |
| VRSN | C | 0.67% | |
| ORLY | A | 0.65% | |
| COR | F | 0.62% | |
| FI | A | 0.59% | |
| MPC | D | 0.57% | |
| KEYS | B | 0.56% | |
| TDY | A | 0.54% | |
| ERIE | A | 0.54% | |
| CME | A | 0.53% | |
| NVDA | B | 0.53% | |
| INCY | B | 0.51% | |
| FICO | C | 0.5% | |
| JNPR | C | 0.5% | |
| PTC | B | 0.48% | |
| BAH | C | 0.46% | |
| EG | A | 0.46% | |
| CDW | D | 0.44% | |
| WDAY | D | 0.4% | |
| HUM | F | 0.4% | |
| CMCSA | B | 0.38% | |
| CPB | D | 0.37% | |
| ROL | C | 0.37% | |
| CHD | D | 0.37% | |
| AFG | A | 0.34% | |
| MKL | B | 0.32% | |
| NBIX | F | 0.31% | |
| FWONK | D | 0.3% | |
| ANET | A | 0.29% | |
| AIZ | B | 0.29% | |
| WRB | C | 0.29% | |
| L | C | 0.27% | |
| GRMN | D | 0.27% | |
| BMRN | F | 0.25% | |
| ALNY | C | 0.25% | |
| WMB | A | 0.24% | |
| ADI | B | 0.24% | |
| AEE | A | 0.23% | |
| HRL | F | 0.22% | |
| MOH | F | 0.22% | |
| AZPN | A | 0.22% | |
| HON | C | 0.22% | |
| DTE | B | 0.21% | |
| MELI | D | 0.19% | |
| PKG | B | 0.18% | |
| TW | A | 0.18% | |
| LIN | C | 0.17% | |
| EOG | B | 0.16% | |
| GOOG | B | 0.15% | |
| UTHR | C | 0.14% | |
| OXY | D | 0.13% | |
| DELL | C | 0.1% | |
| DGX | D | 0.1% | |
| RTX | A | 0.09% | |
| FSLR | C | 0.08% | |
| TEL | D | 0.07% | |
| PSX | D | 0.06% | |
| GD | C | 0.06% | |
| KNX | D | 0.06% | |
| ULTA | D | 0.05% | |
| ATO | A | 0.05% |
USMV Underweight 167 Positions Relative to ESG
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | A | -5.33% | |
| JPM | C | -2.98% | |
| TSLA | C | -2.42% | |
| COST | C | -0.99% | |
| BAC | B | -0.91% | |
| AMD | C | -0.87% | |
| GS | B | -0.78% | |
| ADBE | F | -0.75% | |
| DIS | D | -0.72% | |
| SPGI | C | -0.67% | |
| BLK | A | -0.66% | |
| UNP | F | -0.63% | |
| QCOM | D | -0.62% | |
| C | B | -0.6% | |
| MU | D | -0.56% | |
| AMAT | C | -0.55% | |
| SYK | C | -0.54% | |
| LOW | C | -0.53% | |
| INTC | D | -0.49% | |
| DE | C | -0.48% | |
| BKNG | B | -0.46% | |
| AMT | D | -0.45% | |
| INTU | F | -0.43% | |
| TT | A | -0.37% | |
| CTAS | C | -0.36% | |
| ZTS | C | -0.36% | |
| USB | C | -0.35% | |
| CAT | A | -0.33% | |
| WELL | C | -0.31% | |
| SLB | D | -0.31% | |
| TGT | C | -0.3% | |
| APO | A | -0.29% | |
| ADSK | B | -0.29% | |
| NKE | D | -0.27% | |
| PYPL | A | -0.27% | |
| PANW | B | -0.27% | |
| MAR | A | -0.26% | |
| GM | D | -0.26% | |
| LRCX | D | -0.26% | |
| CMG | C | -0.26% | |
| NXPI | F | -0.25% | |
| HLT | A | -0.24% | |
| AFL | A | -0.24% | |
| BK | A | -0.22% | |
| FDX | F | -0.21% | |
| FLUT | B | -0.21% | |
| ROST | D | -0.21% | |
| CEG | A | -0.21% | |
| MS | A | -0.21% | |
| GEHC | C | -0.2% | |
| MET | A | -0.2% | |
| BSX | A | -0.2% | |
| FCX | B | -0.19% | |
| TFC | D | -0.19% | |
| SBUX | B | -0.19% | |
| CBRE | C | -0.19% | |
| VICI | C | -0.18% | |
| KLAC | B | -0.18% | |
| ECL | C | -0.18% | |
| HPQ | B | -0.17% | |
| LULU | D | -0.16% | |
| DFS | A | -0.15% | |
| SHW | C | -0.15% | |
| AWK | D | -0.15% | |
| PEG | A | -0.15% | |
| GWW | B | -0.15% | |
| CMI | A | -0.15% | |
| IQV | F | -0.14% | |
| IRM | B | -0.14% | |
| EIX | C | -0.14% | |
| MCO | D | -0.13% | |
| ROK | D | -0.13% | |
| DD | C | -0.13% | |
| DOW | B | -0.13% | |
| NDAQ | C | -0.13% | |
| EW | F | -0.13% | |
| TSCO | A | -0.13% | |
| ITW | C | -0.13% | |
| SRE | C | -0.13% | |
| WDC | C | -0.12% | |
| MSCI | B | -0.12% | |
| WY | C | -0.12% | |
| EBAY | A | -0.11% | |
| FTV | C | -0.11% | |
| HPE | B | -0.11% | |
| XYL | C | -0.11% | |
| PSA | C | -0.1% | |
| ADM | F | -0.1% | |
| EL | D | -0.1% | |
| CLX | C | -0.1% | |
| WSM | C | -0.1% | |
| BBY | C | -0.1% | |
| OMC | C | -0.1% | |
| DECK | B | -0.1% | |
| EMR | B | -0.1% | |
| CAH | B | -0.09% | |
| LII | C | -0.09% | |
| BKR | B | -0.09% | |
| FDS | C | -0.09% | |
| STZ | D | -0.08% | |
| CCEP | C | -0.08% | |
| WAB | A | -0.08% | |
| AIG | C | -0.08% | |
| BALL | C | -0.08% | |
| PFG | A | -0.08% | |
| DOC | C | -0.08% | |
| ALL | A | -0.08% | |
| MKC | C | -0.07% | |
| PNR | C | -0.07% | |
| STT | A | -0.07% | |
| A | B | -0.07% | |
| LNG | A | -0.07% | |
| VTR | C | -0.07% | |
| ETR | A | -0.07% | |
| FITB | C | -0.07% | |
| NU | D | -0.07% | |
| IDXX | D | -0.07% | |
| SUI | D | -0.06% | |
| EXPE | B | -0.06% | |
| MRNA | F | -0.06% | |
| RPRX | D | -0.06% | |
| ARE | D | -0.06% | |
| ESS | D | -0.06% | |
| ACM | A | -0.06% | |
| AES | C | -0.06% | |
| IPG | D | -0.06% | |
| CCL | C | -0.06% | |
| ZBRA | B | -0.06% | |
| DOV | C | -0.05% | |
| BURL | C | -0.05% | |
| NDSN | C | -0.05% | |
| NRG | A | -0.05% | |
| APTV | D | -0.05% | |
| BAX | D | -0.05% | |
| SWK | C | -0.05% | |
| MRO | B | -0.05% | |
| DOX | B | -0.05% | |
| NVT | C | -0.05% | |
| HBAN | B | -0.05% | |
| XPO | F | -0.05% | |
| RF | B | -0.05% | |
| WST | D | -0.04% | |
| IEX | D | -0.04% | |
| DLTR | F | -0.04% | |
| KEY | B | -0.04% | |
| NI | A | -0.04% | |
| ZBH | F | -0.04% | |
| SNAP | D | -0.04% | |
| PPL | C | -0.04% | |
| LVS | B | -0.04% | |
| OC | C | -0.03% | |
| DG | F | -0.03% | |
| LECO | D | -0.03% | |
| TFX | C | -0.03% | |
| AVTR | D | -0.03% | |
| JBL | C | -0.03% | |
| EXPD | D | -0.03% | |
| BG | F | -0.03% | |
| MAS | C | -0.03% | |
| CAG | D | -0.03% | |
| OKTA | F | -0.02% | |
| HST | D | -0.02% | |
| SJM | D | -0.02% | |
| DKS | D | -0.02% | |
| LKQ | F | -0.02% | |
| RNR | A | -0.02% | |
| PSTG | F | -0.02% |
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
ESG: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Utilities - Regulated Electric
Specialty Retail
Banks - Regional - US
Capital Markets
Discount Stores
Drug Manufacturers - Major
Medical Devices
Packaged Foods
Semiconductors
Software - Infrastructure
Business Services
Household & Personal Products
Medical Instruments & Supplies
Restaurants
Utilities - Diversified
Asset Management
Credit Services
Data Storage
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