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      XJH vs. QVMM ETF Comparison

      Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to Invesco S&P MidCap 400 QVM Multi-factor ETF (QVMM)
      XJH

      iShares ESG Screened S&P Mid-Cap ETF

      XJH Description

      The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

      Grade (RS Rating)

      Last Trade

      $45.80

      Average Daily Volume

      12,939

      Number of Holdings *

      352

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

      Invesco S&P MidCap 400 QVM Multi-factor ETF

      QVMM Description The investment seeks to track the investment results of the S&P MidCap 400 ® Quality, Value & Momentum Top 90% Multi- Factor Index (the “underlying index”). The fund will invest at least 90% of its total assets in the securities that comprise the index. S&P Dow Jones Indices LLC compiles, maintains and calculates the index, which is designed to track the performance of a subset of securities from the S&P MidCap 400 ® Index that exhibit the investment style criteria of quality, value and momentum. The index is composed of securities with multi-factor scores representing the top 90% of the parent index, as determined by the index provider. It is non-diversified.

      Grade (RS Rating)

      Last Trade

      $30.95

      Average Daily Volume

      1,061

      Number of Holdings *

      351

      * may have additional holdings in another (foreign) market
      Performance
      Period XJH QVMM
      30 Days 6.76% 7.21%
      60 Days 5.98% 7.30%
      90 Days 7.14% 8.34%
      12 Months 30.76% 33.49%
      320 Overlapping Holdings
      Symbol Grade Weight in XJH Weight in QVMM Overlap
      AA B 0.45% 0.43% 0.43%
      AAON B 0.34% 0.33% 0.33%
      ACHC F 0.13% 0.14% 0.13%
      ACM A 0.56% 0.55% 0.55%
      ADC B 0.29% 0.26% 0.26%
      AFG A 0.39% 0.33% 0.33%
      AGCO D 0.23% 0.2% 0.2%
      AIT A 0.39% 0.38% 0.38%
      ALLY C 0.38% 0.45% 0.38%
      ALTR B 0.23% 0.22% 0.22%
      ALV C 0.27% 0.27% 0.27%
      AM A 0.2% 0.19% 0.19%
      AMG B 0.21% 0.22% 0.21%
      AMH D 0.44% 0.43% 0.43%
      AMKR D 0.11% 0.1% 0.1%
      AN C 0.17% 0.16% 0.16%
      ANF C 0.27% 0.28% 0.27%
      APPF B 0.2% 0.18% 0.18%
      ARMK B 0.4% 0.35% 0.35%
      ARW D 0.23% 0.23% 0.23%
      ASB B 0.15% 0.15% 0.15%
      ASGN F 0.14% 0.15% 0.14%
      ASH D 0.14% 0.14% 0.14%
      ATR B 0.42% 0.4% 0.4%
      AVNT B 0.18% 0.17% 0.17%
      AVT C 0.18% 0.18% 0.18%
      AVTR F 0.52% 0.47% 0.47%
      AXTA A 0.33% 0.32% 0.32%
      AYI B 0.37% 0.35% 0.35%
      AZTA D 0.08% 0.09% 0.08%
      BC C 0.2% 0.19% 0.19%
      BCO D 0.15% 0.15% 0.15%
      BDC B 0.18% 0.19% 0.18%
      BERY B 0.3% 0.29% 0.29%
      BHF B 0.11% 0.12% 0.11%
      BJ A 0.46% 0.41% 0.41%
      BLD D 0.4% 0.42% 0.4%
      BMRN D 0.45% 0.45% 0.45%
      BRBR A 0.37% 0.33% 0.33%
      BRKR D 0.23% 0.19% 0.19%
      BRX A 0.33% 0.31% 0.31%
      BURL A 0.64% 0.61% 0.61%
      BYD C 0.18% 0.17% 0.17%
      CADE B 0.21% 0.25% 0.21%
      CASY A 0.58% 0.53% 0.53%
      CBSH A 0.31% 0.31% 0.31%
      CBT C 0.22% 0.22% 0.22%
      CCK C 0.4% 0.38% 0.38%
      CDP C 0.13% 0.12% 0.12%
      CELH F 0.17% 0.17% 0.17%
      CFR B 0.33% 0.33% 0.33%
      CGNX C 0.25% 0.25% 0.25%
      CHDN B 0.39% 0.33% 0.33%
      CHE D 0.32% 0.3% 0.3%
      CHX C 0.22% 0.23% 0.22%
      CIEN B 0.37% 0.37% 0.37%
      CLF F 0.21% 0.23% 0.21%
      CLH B 0.47% 0.45% 0.45%
      CMC B 0.26% 0.27% 0.26%
      CNM D 0.32% 0.33% 0.32%
      CNO A 0.15% 0.16% 0.15%
      CNXC F 0.07% 0.07% 0.07%
      COHR B 0.6% 0.5% 0.5%
      COKE C 0.27% 0.22% 0.22%
      COLB A 0.24% 0.24% 0.24%
      COLM B 0.1% 0.09% 0.09%
      COTY F 0.1% 0.1% 0.1%
      CPRI F 0.09% 0.07% 0.07%
      CR A 0.33% 0.34% 0.33%
      CRI D 0.07% 0.06% 0.06%
      CROX D 0.23% 0.24% 0.23%
      CRUS D 0.21% 0.2% 0.2%
      CSL C 0.76% 0.77% 0.76%
      CUBE D 0.41% 0.38% 0.38%
      CUZ B 0.18% 0.16% 0.16%
      CVLT B 0.28% 0.28% 0.28%
      CW B 0.52% 0.52% 0.52%
      CXT B 0.11% 0.1% 0.1%
      DAR C 0.24% 0.28% 0.24%
      DCI B 0.34% 0.33% 0.33%
      DINO D 0.25% 0.25% 0.25%
      DLB B 0.18% 0.18% 0.18%
      DOCS C 0.22% 0.22% 0.22%
      DTM B 0.39% 0.37% 0.37%
      DUOL A 0.48% 0.41% 0.41%
      EEFT B 0.17% 0.18% 0.17%
      EGP F 0.31% 0.29% 0.29%
      EHC B 0.37% 0.36% 0.36%
      EME C 0.92% 0.88% 0.88%
      ENOV C 0.1% 0.08% 0.08%
      ENS D 0.14% 0.14% 0.14%
      EPR D 0.13% 0.12% 0.12%
      EQH B 0.43% 0.55% 0.43%
      ESAB B 0.27% 0.26% 0.26%
      ESNT D 0.22% 0.22% 0.22%
      EVR B 0.41% 0.4% 0.4%
      EWBC A 0.55% 0.56% 0.55%
      EXEL B 0.37% 0.35% 0.35%
      EXLS B 0.28% 0.26% 0.26%
      EXP A 0.39% 0.37% 0.37%
      EXPO D 0.18% 0.17% 0.17%
      FAF A 0.25% 0.24% 0.24%
      FBIN D 0.35% 0.33% 0.33%
      FCN D 0.26% 0.25% 0.25%
      FFIN B 0.2% 0.19% 0.19%
      FHI A 0.12% 0.12% 0.12%
      FHN A 0.4% 0.42% 0.4%
      FIX A 0.65% 0.64% 0.64%
      FLO D 0.16% 0.15% 0.15%
      FLS B 0.29% 0.31% 0.29%
      FNB A 0.23% 0.23% 0.23%
      FND C 0.43% 0.41% 0.41%
      FNF B 0.58% 0.56% 0.56%
      FR C 0.26% 0.25% 0.25%
      FYBR D 0.29% 0.22% 0.22%
      G B 0.28% 0.26% 0.26%
      GAP C 0.18% 0.18% 0.18%
      GATX A 0.21% 0.2% 0.2%
      GBCI B 0.24% 0.25% 0.24%
      GEF A 0.07% 0.07% 0.07%
      GGG B 0.56% 0.54% 0.54%
      GHC C 0.12% 0.12% 0.12%
      GLPI C 0.52% 0.48% 0.48%
      GME C 0.4% 0.31% 0.31%
      GMED A 0.36% 0.35% 0.35%
      GNTX C 0.26% 0.26% 0.26%
      GPK C 0.32% 0.32% 0.32%
      GT C 0.1% 0.1% 0.1%
      GXO B 0.27% 0.25% 0.25%
      H B 0.26% 0.26% 0.26%
      HAE C 0.16% 0.16% 0.16%
      HALO F 0.22% 0.22% 0.22%
      HGV B 0.1% 0.11% 0.1%
      HLI B 0.37% 0.36% 0.36%
      HOG D 0.15% 0.15% 0.15%
      HOMB A 0.21% 0.21% 0.21%
      HQY B 0.34% 0.34% 0.34%
      HRB D 0.3% 0.28% 0.28%
      HWC B 0.19% 0.19% 0.19%
      HXL D 0.18% 0.18% 0.18%
      IBKR A 0.78% 0.75% 0.75%
      IBOC A 0.14% 0.14% 0.14%
      INGR B 0.35% 0.33% 0.33%
      IPGP D 0.08% 0.08% 0.08%
      IRT A 0.18% 0.17% 0.17%
      ITT A 0.47% 0.47% 0.47%
      JAZZ B 0.29% 0.29% 0.29%
      JEF A 0.46% 0.48% 0.46%
      JHG A 0.21% 0.21% 0.21%
      JLL D 0.46% 0.44% 0.44%
      JWN C 0.08% 0.08% 0.08%
      KBH D 0.21% 0.21% 0.21%
      KD B 0.28% 0.24% 0.24%
      KEX C 0.28% 0.28% 0.28%
      KMPR B 0.16% 0.16% 0.16%
      KNF A 0.21% 0.2% 0.2%
      KNSL B 0.4% 0.41% 0.4%
      KNX B 0.34% 0.33% 0.33%
      KRC C 0.16% 0.15% 0.15%
      KRG B 0.22% 0.21% 0.21%
      LAD A 0.38% 0.42% 0.38%
      LAMR D 0.42% 0.4% 0.4%
      LANC C 0.13% 0.13% 0.13%
      LEA D 0.2% 0.21% 0.2%
      LECO B 0.44% 0.45% 0.44%
      LFUS F 0.22% 0.23% 0.22%
      LII A 0.78% 0.74% 0.74%
      LIVN F 0.1% 0.1% 0.1%
      LNTH D 0.23% 0.22% 0.22%
      LNW D 0.31% 0.29% 0.29%
      LOPE B 0.18% 0.17% 0.17%
      LPX B 0.27% 0.26% 0.26%
      LSCC D 0.27% 0.26% 0.26%
      LSTR D 0.24% 0.23% 0.23%
      M D 0.16% 0.15% 0.15%
      MAN D 0.11% 0.11% 0.11%
      MANH D 0.62% 0.58% 0.58%
      MASI A 0.28% 0.27% 0.27%
      MEDP D 0.32% 0.29% 0.29%
      MIDD C 0.28% 0.28% 0.28%
      MMS F 0.17% 0.18% 0.17%
      MSA D 0.25% 0.24% 0.24%
      MSM C 0.14% 0.14% 0.14%
      MTG C 0.24% 0.24% 0.24%
      MTSI B 0.28% 0.26% 0.26%
      MTZ B 0.33% 0.32% 0.32%
      MUSA A 0.37% 0.35% 0.35%
      NBIX C 0.47% 0.46% 0.46%
      NEOG F 0.11% 0.12% 0.11%
      NEU C 0.15% 0.13% 0.13%
      NJR A 0.19% 0.17% 0.17%
      NNN D 0.3% 0.27% 0.27%
      NOV C 0.24% 0.25% 0.24%
      NOVT D 0.22% 0.23% 0.22%
      NSA D 0.12% 0.11% 0.11%
      NSP D 0.1% 0.1% 0.1%
      NVST B 0.14% 0.13% 0.13%
      NVT B 0.48% 0.47% 0.47%
      NXST C 0.19% 0.19% 0.19%
      NYT C 0.32% 0.31% 0.31%
      OC A 0.64% 0.63% 0.63%
      OGS A 0.16% 0.15% 0.15%
      OHI C 0.39% 0.35% 0.35%
      OLED D 0.28% 0.24% 0.24%
      OLLI D 0.21% 0.18% 0.18%
      ONB B 0.25% 0.25% 0.25%
      ONTO D 0.31% 0.31% 0.31%
      OPCH D 0.14% 0.13% 0.13%
      ORA B 0.16% 0.15% 0.15%
      ORI A 0.34% 0.35% 0.34%
      OSK B 0.27% 0.28% 0.27%
      OZK B 0.19% 0.19% 0.19%
      PAG B 0.11% 0.12% 0.11%
      PB A 0.29% 0.28% 0.28%
      PBF D 0.12% 0.13% 0.12%
      PCH D 0.11% 0.12% 0.11%
      PCTY B 0.33% 0.3% 0.3%
      PII D 0.13% 0.13% 0.13%
      PK B 0.11% 0.12% 0.11%
      PNFP B 0.35% 0.36% 0.35%
      POST C 0.2% 0.2% 0.2%
      PPC C 0.08% 0.09% 0.08%
      PRI A 0.37% 0.38% 0.37%
      PSTG D 0.59% 0.58% 0.58%
      PVH C 0.21% 0.2% 0.2%
      QLYS C 0.21% 0.19% 0.19%
      R B 0.26% 0.27% 0.26%
      REXR F 0.34% 0.33% 0.33%
      RGA A 0.56% 0.56% 0.56%
      RGEN D 0.28% 0.27% 0.27%
      RGLD C 0.36% 0.36% 0.36%
      RLI B 0.28% 0.26% 0.26%
      RMBS C 0.22% 0.22% 0.22%
      RNR C 0.51% 0.5% 0.5%
      ROIV C 0.19% 0.13% 0.13%
      RPM A 0.65% 0.6% 0.6%
      RRX B 0.43% 0.46% 0.43%
      RS B 0.65% 0.67% 0.65%
      RYAN B 0.27% 0.26% 0.26%
      RYN D 0.15% 0.14% 0.14%
      SAIA B 0.54% 0.45% 0.45%
      SAM C 0.1% 0.1% 0.1%
      SBRA C 0.16% 0.14% 0.14%
      SCI B 0.47% 0.44% 0.44%
      SEIC B 0.29% 0.29% 0.29%
      SF B 0.44% 0.44% 0.44%
      SFM A 0.55% 0.53% 0.53%
      SIGI C 0.22% 0.21% 0.21%
      SKX D 0.3% 0.29% 0.29%
      SLAB D 0.13% 0.12% 0.12%
      SLGN A 0.17% 0.16% 0.16%
      SLM A 0.2% 0.2% 0.2%
      SNV B 0.3% 0.3% 0.3%
      SNX C 0.33% 0.35% 0.33%
      SON D 0.18% 0.18% 0.18%
      SR A 0.15% 0.14% 0.14%
      SSB B 0.3% 0.3% 0.3%
      SSD D 0.29% 0.28% 0.28%
      ST F 0.17% 0.18% 0.17%
      STAG F 0.25% 0.24% 0.24%
      STWD C 0.24% 0.22% 0.22%
      SWX B 0.17% 0.17% 0.17%
      SYNA C 0.11% 0.11% 0.11%
      TCBI B 0.15% 0.14% 0.14%
      TEX D 0.13% 0.14% 0.13%
      THC D 0.53% 0.55% 0.53%
      THG A 0.22% 0.21% 0.21%
      THO B 0.22% 0.23% 0.22%
      TKR D 0.18% 0.18% 0.18%
      TMHC B 0.27% 0.27% 0.27%
      TNL A 0.14% 0.14% 0.14%
      TOL B 0.58% 0.58% 0.58%
      TPX B 0.35% 0.35% 0.35%
      TREX C 0.29% 0.26% 0.26%
      TTC D 0.32% 0.34% 0.32%
      TTEK F 0.41% 0.39% 0.39%
      TXRH C 0.48% 0.47% 0.47%
      UAA C 0.07% 0.14% 0.07%
      UBSI B 0.21% 0.21% 0.21%
      UFPI B 0.3% 0.3% 0.3%
      UGI A 0.2% 0.19% 0.19%
      UMBF B 0.21% 0.19% 0.19%
      UNM A 0.46% 0.48% 0.46%
      USFD A 0.62% 0.54% 0.54%
      UTHR C 0.61% 0.6% 0.6%
      VAC B 0.11% 0.11% 0.11%
      VAL D 0.12% 0.12% 0.12%
      VC D 0.09% 0.1% 0.09%
      VLY B 0.18% 0.16% 0.16%
      VMI B 0.26% 0.26% 0.26%
      VNO B 0.26% 0.23% 0.23%
      VNT B 0.22% 0.23% 0.22%
      VOYA B 0.3% 0.27% 0.27%
      VSH D 0.07% 0.07% 0.07%
      VVV F 0.19% 0.18% 0.18%
      WBS A 0.39% 0.39% 0.39%
      WCC B 0.35% 0.34% 0.34%
      WEN D 0.12% 0.11% 0.11%
      WEX D 0.28% 0.26% 0.26%
      WFRD D 0.23% 0.25% 0.23%
      WH B 0.28% 0.27% 0.27%
      WHR B 0.23% 0.23% 0.23%
      WING D 0.37% 0.34% 0.34%
      WLK D 0.16% 0.15% 0.15%
      WMG C 0.16% 0.17% 0.16%
      WMS D 0.34% 0.34% 0.34%
      WPC D 0.46% 0.42% 0.42%
      WSM B 0.83% 0.8% 0.8%
      WSO A 0.71% 0.62% 0.62%
      WTFC A 0.33% 0.32% 0.32%
      WTRG B 0.37% 0.35% 0.35%
      WTS B 0.22% 0.2% 0.2%
      WU D 0.1% 0.13% 0.1%
      WWD B 0.38% 0.38% 0.38%
      X C 0.34% 0.35% 0.34%
      XPO B 0.65% 0.67% 0.65%
      XRAY F 0.14% 0.14% 0.14%
      YETI C 0.12% 0.12% 0.12%
      ZI D 0.11% 0.11% 0.11%
      ZION B 0.33% 0.34% 0.33%
      XJH Overweight 32 Positions Relative to QVMM
      Symbol Grade Weight
      ILMN D 0.81%
      DT C 0.58%
      ELS C 0.49%
      SRPT D 0.39%
      NLY C 0.37%
      PEN B 0.35%
      PLNT A 0.32%
      MKSI C 0.29%
      GTLS B 0.28%
      ELF C 0.26%
      AZPN A 0.25%
      MTN C 0.25%
      HR C 0.24%
      DBX B 0.24%
      LITE B 0.22%
      CYTK F 0.21%
      ALTM C 0.21%
      RH B 0.19%
      FIVE F 0.17%
      IRDM D 0.13%
      CHH A 0.13%
      BLKB B 0.13%
      POWI D 0.13%
      ALGM D 0.12%
      FLG C 0.12%
      SMG D 0.12%
      TDC D 0.11%
      AMED F 0.11%
      ARWR F 0.09%
      CAR C 0.07%
      UA C 0.04%
      MAGN F 0.01%
      XJH Underweight 31 Positions Relative to QVMM
      Symbol Grade Weight
      TPL A -1.05%
      RBA A -0.62%
      PFGC B -0.48%
      DKS C -0.46%
      OVV B -0.45%
      BWXT B -0.45%
      CACI D -0.38%
      FLR B -0.36%
      AR B -0.35%
      RBC A -0.35%
      MORN B -0.32%
      CHRD D -0.32%
      RRC B -0.31%
      KBR F -0.31%
      OGE B -0.3%
      PR B -0.3%
      MTDR B -0.28%
      MAT D -0.23%
      SAIC F -0.22%
      CNX A -0.22%
      IDA A -0.21%
      NFG A -0.2%
      CIVI D -0.19%
      OLN D -0.18%
      MUR D -0.18%
      POR C -0.17%
      BKH A -0.15%
      PNM F -0.15%
      PRGO B -0.14%
      ALE A -0.13%
      NWE B -0.12%

      XJH: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Biotechnology Diversified Industrials Software - Application Business Services Packaging & Containers Semiconductors Building Materials REIT - Diversified Specialty Chemicals Apparel Manufacturing Asset Management Medical Care Packaged Foods REIT - Industrial Scientific & Technical Instruments Specialty Retail Diagnostics & Research Engineering & Construction Insurance - Property & Casualty
      Keywords: Bank Banking Real Estate Investment Trust Chemical Insurance Mining Electronics Aerospace Semiconductor Computing Construction Supply Chain Management Beverage Deposit Products Commercial Banking Insurance Products Telecommunications Biotechnology Building Materials Medicine

      QVMM: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Diversified Industrials Business Services Oil & Gas E&P Biotechnology Packaging & Containers Software - Application Specialty Chemicals Building Materials Engineering & Construction Asset Management Packaged Foods REIT - Diversified REIT - Industrial Semiconductors Apparel Manufacturing Insurance - Property & Casualty Medical Care REIT - Retail Scientific & Technical Instruments
      Keywords: Bank Banking Mining Natural Gas Chemical Insurance Real Estate Investment Trust Electronics Aerospace Semiconductor Construction Beverage Deposit Products Supply Chain Management Commercial Banking Building Materials Computing Insurance Products Telecommunications Electricity
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