USPX vs. SUSA ETF Comparison

Comparison of Franklin U.S. Equity Index ETF (USPX) to iShares MSCI USA ESG Select ETF (SUSA)
USPX

Franklin U.S. Equity Index ETF

USPX Description

The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Equity Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries that have favorable exposure to multiple investment style factors.

Grade (RS Rating)

Last Trade

$50.17

Average Daily Volume

43,675

Number of Holdings *

10

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

iShares MSCI USA ESG Select ETF

SUSA Description iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$119.59

Average Daily Volume

52,206

Number of Holdings *

175

* may have additional holdings in another (foreign) market
Performance
Period USPX SUSA
30 Days 4.36% 3.94%
60 Days 11.33% 10.66%
90 Days 3.67% 5.46%
12 Months 37.03% 36.31%
7 Overlapping Holdings
Symbol Grade Weight in USPX Weight in SUSA Overlap
AAPL C 6.74% 4.87% 4.87%
AVGO B 1.51% 1.67% 1.51%
GOOG B 1.76% 1.84% 1.76%
GOOGL B 1.96% 1.93% 1.93%
LLY D 1.66% 1.64% 1.64%
MSFT D 6.33% 4.79% 4.79%
NVDA B 5.8% 4.72% 4.72%
USPX Overweight 3 Positions Relative to SUSA
Symbol Grade Weight
AMZN C 3.42%
META A 2.32%
BRK.A B 1.75%
USPX Underweight 168 Positions Relative to SUSA
Symbol Grade Weight
KO C -1.89%
HD A -1.75%
TT A -1.45%
K B -1.43%
ECL C -1.37%
OKE A -1.32%
TXN C -1.32%
TSLA C -1.29%
ADP A -1.28%
GILD A -1.13%
CRH C -1.09%
ADBE F -1.06%
CRM B -1.06%
INTU F -1.02%
AXP A -0.99%
AMAT C -0.99%
MA A -0.94%
V B -0.91%
MS A -0.91%
PEP F -0.9%
GIS C -0.89%
ZTS C -0.89%
PNR C -0.87%
IBM A -0.83%
MMM C -0.83%
EXPD D -0.82%
NOW B -0.82%
PRU B -0.79%
AMGN D -0.77%
LOW C -0.77%
ADSK B -0.76%
LNG A -0.75%
DHR D -0.73%
PGR B -0.7%
ACN B -0.7%
GWW B -0.7%
CSCO A -0.69%
DECK B -0.68%
ELV F -0.68%
AMD C -0.67%
CDNS D -0.65%
CCI D -0.65%
HPE B -0.64%
CMI A -0.63%
SPGI C -0.63%
EA D -0.63%
GE B -0.63%
BK A -0.63%
TRGP A -0.62%
FERG F -0.62%
MRK F -0.6%
CLX C -0.58%
CHRW C -0.57%
XYL C -0.57%
EQIX C -0.56%
VZ C -0.55%
COST C -0.55%
MCO D -0.55%
LRCX D -0.54%
IDXX D -0.53%
DIS D -0.53%
BR B -0.53%
VLTO A -0.52%
LKQ F -0.52%
BG F -0.51%
WDAY D -0.49%
WSM C -0.48%
NXPI F -0.48%
PG D -0.47%
BBY C -0.46%
BKR B -0.46%
A B -0.44%
KMB D -0.44%
DGX D -0.44%
ES D -0.44%
LII C -0.43%
TRV B -0.42%
AMT D -0.42%
WAT B -0.42%
NFLX A -0.41%
CBRE C -0.4%
VRTX D -0.37%
INTC D -0.37%
KEYS B -0.36%
SLB D -0.36%
GDDY B -0.34%
HBAN B -0.34%
ANET A -0.33%
AXON A -0.33%
STE D -0.32%
BKNG B -0.32%
EW F -0.32%
ED C -0.3%
MMC D -0.3%
QCOM D -0.3%
VLO F -0.29%
ACGL A -0.28%
TSCO A -0.28%
FIS A -0.28%
PANW B -0.28%
SNPS F -0.28%
HCA C -0.28%
DVA C -0.28%
JCI C -0.28%
MU D -0.28%
TGT C -0.27%
WELL C -0.27%
PNC C -0.26%
NDAQ C -0.24%
NEM C -0.23%
WST D -0.23%
TRMB B -0.23%
CARR A -0.23%
TWLO B -0.22%
MOH F -0.22%
IRM B -0.22%
ANSS D -0.22%
COO C -0.22%
HPQ B -0.21%
CHD D -0.21%
ZBH F -0.21%
MELI D -0.2%
KR C -0.2%
HOLX D -0.19%
CNH C -0.18%
IFF D -0.18%
FSLR C -0.17%
ALNY C -0.17%
LH D -0.17%
KDP C -0.16%
NTRS B -0.16%
FDS C -0.16%
MRVL C -0.16%
HUBS D -0.15%
SYF A -0.15%
MTD C -0.15%
BALL C -0.15%
MKC C -0.14%
CAT A -0.14%
FBIN C -0.14%
IPG D -0.13%
PTC B -0.13%
TEAM D -0.13%
APTV D -0.13%
STT A -0.12%
MDB D -0.12%
NUE D -0.12%
OC C -0.11%
IT A -0.11%
NI A -0.11%
RCL B -0.11%
REGN D -0.11%
PWR A -0.11%
SOLV C -0.11%
STX C -0.11%
BIIB F -0.1%
TFC D -0.1%
LULU D -0.1%
AKAM D -0.1%
RIVN F -0.1%
LIN C -0.1%
WDC C -0.1%
PPG D -0.1%
AVTR D -0.1%
DXCM F -0.09%
KHC F -0.09%
SNOW F -0.08%
HUM F -0.07%
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