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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

      $40.61

      Average Daily Volume

      33,240

      Number of Holdings *

      357

      * 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

      $28.02

      Average Daily Volume

      1,148

      Number of Holdings *

      348

      * may have additional holdings in another (foreign) market
      Performance
      Period XJH QVMM
      30 Days 6.52% 6.51%
      60 Days 2.10% 3.15%
      90 Days 4.55% 6.71%
      12 Months 21.52% 24.01%
      318 Overlapping Holdings
      Symbol Grade Weight in XJH Weight in QVMM Overlap
      AA B 0.3% 0.28% 0.28%
      ACHC F 0.27% 0.27% 0.27%
      ACM D 0.55% 0.52% 0.52%
      ADC C 0.25% 0.24% 0.24%
      ADNT F 0.11% 0.11% 0.11%
      AFG B 0.36% 0.35% 0.35%
      AGCO F 0.31% 0.3% 0.3%
      AIRC A 0.23% 0.23% 0.23%
      ALGM D 0.08% 0.09% 0.08%
      ALLY B 0.47% 0.47% 0.47%
      ALV B 0.38% 0.37% 0.37%
      AM A 0.21% 0.2% 0.2%
      AMG D 0.22% 0.22% 0.22%
      AMKR C 0.15% 0.12% 0.12%
      AN C 0.19% 0.19% 0.19%
      ARMK B 0.37% 0.36% 0.36%
      ARW C 0.29% 0.28% 0.28%
      ASB C 0.14% 0.13% 0.13%
      ASGN C 0.2% 0.2% 0.2%
      ASH A 0.2% 0.21% 0.2%
      ATR C 0.4% 0.4% 0.4%
      AVNT B 0.17% 0.17% 0.17%
      AVT B 0.21% 0.2% 0.2%
      AXTA C 0.33% 0.34% 0.33%
      AYI C 0.33% 0.33% 0.33%
      AZTA F 0.12% 0.13% 0.12%
      BC F 0.24% 0.24% 0.24%
      BCO B 0.19% 0.18% 0.18%
      BDC C 0.16% 0.16% 0.16%
      BERY D 0.29% 0.29% 0.29%
      BHF F 0.14% 0.12% 0.12%
      BJ B 0.43% 0.44% 0.43%
      BLD D 0.55% 0.54% 0.54%
      BLKB C 0.14% 0.13% 0.13%
      BRBR D 0.33% 0.31% 0.31%
      BRKR D 0.29% 0.28% 0.28%
      BRX C 0.28% 0.28% 0.28%
      BYD F 0.16% 0.17% 0.16%
      CADE C 0.18% 0.22% 0.18%
      CAR D 0.1% 0.1% 0.1%
      CBSH B 0.28% 0.28% 0.28%
      CBT B 0.24% 0.23% 0.23%
      CCK C 0.42% 0.43% 0.42%
      CELH C 0.57% 0.53% 0.53%
      CFR D 0.29% 0.28% 0.28%
      CG D 0.39% 0.37% 0.37%
      CHE F 0.35% 0.35% 0.35%
      CHX D 0.27% 0.28% 0.27%
      CIEN C 0.3% 0.28% 0.28%
      CLF F 0.38% 0.39% 0.38%
      CLH B 0.46% 0.43% 0.43%
      CMC B 0.28% 0.29% 0.28%
      CNM B 0.43% 0.4% 0.4%
      CNO A 0.13% 0.13% 0.13%
      CNXC D 0.13% 0.13% 0.13%
      COKE C 0.19% 0.19% 0.19%
      COLB C 0.18% 0.16% 0.16%
      COLM B 0.11% 0.12% 0.11%
      COTY F 0.17% 0.17% 0.17%
      CPRI F 0.17% 0.18% 0.17%
      CRI F 0.1% 0.1% 0.1%
      CROX C 0.37% 0.37% 0.37%
      CRUS B 0.25% 0.25% 0.25%
      CSL B 0.84% 0.82% 0.82%
      CUBE C 0.4% 0.39% 0.39%
      CUZ C 0.15% 0.15% 0.15%
      CVLT B 0.2% 0.19% 0.19%
      CW B 0.42% 0.43% 0.42%
      DAR D 0.3% 0.29% 0.29%
      DBX D 0.26% 0.26% 0.26%
      DCI C 0.36% 0.37% 0.36%
      DINO D 0.39% 0.37% 0.37%
      DLB C 0.21% 0.2% 0.2%
      DOCS D 0.12% 0.11% 0.11%
      DT D 0.47% 0.49% 0.47%
      DTM A 0.26% 0.26% 0.26%
      EEFT C 0.23% 0.21% 0.21%
      EGP F 0.32% 0.31% 0.31%
      EHC C 0.36% 0.35% 0.35%
      ELF D 0.37% 0.37% 0.37%
      EME B 0.73% 0.7% 0.7%
      ENOV F 0.11% 0.1% 0.1%
      ENS C 0.16% 0.17% 0.16%
      EPR C 0.14% 0.13% 0.13%
      ERIE C 0.41% 0.4% 0.4%
      ESAB C 0.26% 0.25% 0.25%
      ESNT C 0.28% 0.25% 0.25%
      ETRN B 0.25% 0.24% 0.24%
      EVR A 0.29% 0.27% 0.27%
      EWBC B 0.46% 0.43% 0.43%
      EXEL F 0.27% 0.27% 0.27%
      EXLS C 0.2% 0.2% 0.2%
      EXP D 0.39% 0.39% 0.39%
      EXPO C 0.19% 0.2% 0.19%
      FAF D 0.25% 0.25% 0.25%
      FCN B 0.32% 0.33% 0.32%
      FFIN B 0.17% 0.16% 0.16%
      FHI D 0.11% 0.11% 0.11%
      FHN B 0.37% 0.35% 0.35%
      FIVE F 0.32% 0.32% 0.32%
      FIX C 0.5% 0.48% 0.48%
      FLO C 0.21% 0.2% 0.2%
      FLS B 0.27% 0.27% 0.27%
      FNB B 0.22% 0.2% 0.2%
      FND C 0.56% 0.53% 0.53%
      FNF B 0.5% 0.54% 0.5%
      FR F 0.26% 0.26% 0.26%
      FYBR B 0.24% 0.24% 0.24%
      G D 0.23% 0.24% 0.23%
      GATX A 0.2% 0.2% 0.2%
      GBCI C 0.18% 0.17% 0.17%
      GEF F 0.07% 0.07% 0.07%
      GGG D 0.58% 0.58% 0.58%
      GHC B 0.12% 0.11% 0.11%
      GLPI C 0.53% 0.5% 0.5%
      GME D 0.54% 0.51% 0.51%
      GMED B 0.3% 0.3% 0.3%
      GNTX D 0.33% 0.33% 0.33%
      GO F 0.08% 0.08% 0.08%
      GPK C 0.36% 0.36% 0.36%
      GPS D 0.19% 0.19% 0.19%
      GT D 0.15% 0.15% 0.15%
      GXO D 0.26% 0.27% 0.26%
      H D 0.27% 0.27% 0.27%
      HAE B 0.21% 0.19% 0.19%
      HELE D 0.11% 0.11% 0.11%
      HGV D 0.13% 0.12% 0.12%
      HLI C 0.3% 0.3% 0.3%
      HOG D 0.19% 0.18% 0.18%
      HOMB B 0.19% 0.19% 0.19%
      HQY D 0.27% 0.28% 0.27%
      HRB B 0.31% 0.32% 0.31%
      HTZ F 0.03% 0.04% 0.03%
      HWC C 0.18% 0.17% 0.17%
      HXL C 0.25% 0.25% 0.25%
      IART F 0.08% 0.08% 0.08%
      IBKR A 0.56% 0.54% 0.54%
      IBOC B 0.13% 0.13% 0.13%
      INGR B 0.33% 0.32% 0.32%
      IPGP D 0.11% 0.11% 0.11%
      IRT C 0.15% 0.15% 0.15%
      JAZZ F 0.29% 0.3% 0.29%
      JEF A 0.34% 0.32% 0.32%
      JHG B 0.19% 0.18% 0.18%
      JLL B 0.39% 0.39% 0.39%
      JWN C 0.09% 0.1% 0.09%
      KBH B 0.21% 0.22% 0.21%
      KBR C 0.37% 0.36% 0.36%
      KD B 0.27% 0.27% 0.27%
      KEX A 0.28% 0.28% 0.28%
      KMPR C 0.15% 0.14% 0.14%
      KNF D 0.18% 0.18% 0.18%
      KNSL F 0.35% 0.33% 0.33%
      KNX F 0.33% 0.34% 0.33%
      KRC C 0.16% 0.16% 0.16%
      KRG C 0.19% 0.19% 0.19%
      LAD F 0.32% 0.32% 0.32%
      LAMR B 0.43% 0.41% 0.41%
      LANC D 0.16% 0.17% 0.16%
      LEA F 0.32% 0.31% 0.31%
      LECO D 0.57% 0.55% 0.55%
      LEG F 0.07% 0.07% 0.07%
      LFUS C 0.26% 0.26% 0.26%
      LII B 0.66% 0.66% 0.66%
      LIVN C 0.14% 0.14% 0.14%
      LNTH C 0.22% 0.24% 0.22%
      LNW D 0.35% 0.35% 0.35%
      LOPE C 0.17% 0.18% 0.17%
      LPX B 0.24% 0.23% 0.23%
      LSCC F 0.41% 0.39% 0.39%
      LSTR C 0.27% 0.29% 0.27%
      M D 0.23% 0.2% 0.2%
      MAN C 0.17% 0.15% 0.15%
      MANH D 0.56% 0.55% 0.55%
      MDU B 0.21% 0.21% 0.21%
      MEDP D 0.39% 0.37% 0.37%
      MIDD F 0.3% 0.3% 0.3%
      MMS B 0.22% 0.21% 0.21%
      MSA B 0.29% 0.29% 0.29%
      MSM F 0.18% 0.18% 0.18%
      MTG C 0.25% 0.24% 0.24%
      MTSI C 0.24% 0.22% 0.22%
      MTZ C 0.27% 0.23% 0.23%
      MUSA B 0.34% 0.35% 0.34%
      NBIX B 0.58% 0.56% 0.56%
      NEU D 0.16% 0.16% 0.16%
      NJR C 0.18% 0.17% 0.17%
      NNN B 0.32% 0.32% 0.32%
      NOV D 0.31% 0.3% 0.3%
      NOVT D 0.24% 0.24% 0.24%
      NSP F 0.15% 0.15% 0.15%
      NVST F 0.14% 0.13% 0.13%
      NVT C 0.59% 0.55% 0.55%
      NXST C 0.25% 0.25% 0.25%
      NYCB D 0.12% 0.16% 0.12%
      NYT B 0.32% 0.34% 0.32%
      OC C 0.66% 0.65% 0.65%
      OGS C 0.15% 0.14% 0.14%
      OHI C 0.32% 0.32% 0.32%
      OLED C 0.32% 0.33% 0.32%
      OLLI D 0.19% 0.2% 0.19%
      ONB B 0.23% 0.21% 0.21%
      ONTO C 0.47% 0.45% 0.45%
      OPCH F 0.22% 0.22% 0.22%
      ORI A 0.35% 0.34% 0.34%
      OSK D 0.33% 0.33% 0.33%
      OZK C 0.22% 0.22% 0.22%
      PAG C 0.13% 0.13% 0.13%
      PB C 0.25% 0.24% 0.24%
      PBF D 0.22% 0.21% 0.21%
      PCH F 0.14% 0.14% 0.14%
      PCTY C 0.31% 0.31% 0.31%
      PEN F 0.33% 0.32% 0.32%
      PENN F 0.11% 0.11% 0.11%
      PGNY F 0.09% 0.1% 0.09%
      PII F 0.2% 0.2% 0.2%
      PK D 0.14% 0.13% 0.13%
      PNFP C 0.27% 0.26% 0.26%
      POST B 0.22% 0.22% 0.22%
      POWI C 0.18% 0.18% 0.18%
      PPC C 0.07% 0.06% 0.06%
      PRGO F 0.17% 0.16% 0.16%
      PRI D 0.35% 0.32% 0.32%
      PSTG B 0.7% 0.64% 0.64%
      PVH D 0.29% 0.3% 0.29%
      QLYS F 0.23% 0.24% 0.23%
      R B 0.25% 0.23% 0.23%
      RBC A 0.32% 0.33% 0.32%
      REXR F 0.39% 0.39% 0.39%
      RGA A 0.59% 0.55% 0.55%
      RGEN D 0.38% 0.37% 0.37%
      RGLD A 0.35% 0.33% 0.33%
      RLI A 0.24% 0.24% 0.24%
      RMBS F 0.26% 0.24% 0.24%
      RNR C 0.49% 0.48% 0.48%
      RPM C 0.61% 0.6% 0.6%
      RRX D 0.45% 0.46% 0.45%
      RS D 0.69% 0.69% 0.69%
      SAIA F 0.45% 0.42% 0.42%
      SAIC C 0.3% 0.29% 0.29%
      SAM F 0.11% 0.11% 0.11%
      SBRA B 0.14% 0.14% 0.14%
      SCI D 0.45% 0.42% 0.42%
      SEIC D 0.26% 0.28% 0.26%
      SF B 0.37% 0.36% 0.36%
      SFM A 0.32% 0.32% 0.32%
      SIGI F 0.24% 0.24% 0.24%
      SKX B 0.38% 0.39% 0.38%
      SLAB D 0.17% 0.16% 0.16%
      SLGN C 0.16% 0.16% 0.16%
      SLM D 0.2% 0.2% 0.2%
      SNV B 0.24% 0.23% 0.23%
      SNX A 0.4% 0.29% 0.29%
      SON B 0.26% 0.25% 0.25%
      SR C 0.14% 0.13% 0.13%
      SRCL F 0.18% 0.18% 0.18%
      SSB C 0.26% 0.26% 0.26%
      SSD F 0.31% 0.31% 0.31%
      ST C 0.27% 0.27% 0.27%
      STAG C 0.26% 0.27% 0.26%
      STWD B 0.28% 0.26% 0.26%
      SWAV B 0.51% 0.52% 0.51%
      SWX A 0.18% 0.17% 0.17%
      SYNA D 0.15% 0.14% 0.14%
      TCBI C 0.12% 0.12% 0.12%
      TDC F 0.14% 0.13% 0.13%
      TEX C 0.18% 0.18% 0.18%
      TGNA C 0.13% 0.13% 0.13%
      THC B 0.56% 0.52% 0.52%
      THG A 0.2% 0.2% 0.2%
      THO F 0.24% 0.28% 0.24%
      TKR C 0.25% 0.25% 0.25%
      TMHC B 0.26% 0.27% 0.26%
      TNL D 0.14% 0.13% 0.13%
      TOL B 0.57% 0.55% 0.55%
      TPX C 0.38% 0.38% 0.38%
      TREX D 0.4% 0.39% 0.39%
      TTC D 0.39% 0.38% 0.38%
      TTEK A 0.47% 0.45% 0.45%
      TXRH B 0.46% 0.46% 0.46%
      UAA F 0.07% 0.11% 0.07%
      UBSI C 0.2% 0.19% 0.19%
      UFPI C 0.31% 0.31% 0.31%
      UMBF B 0.16% 0.15% 0.15%
      UNM B 0.33% 0.39% 0.33%
      USFD B 0.53% 0.49% 0.49%
      UTHR A 0.54% 0.5% 0.5%
      VAC D 0.14% 0.13% 0.13%
      VAL B 0.19% 0.19% 0.19%
      VC D 0.13% 0.13% 0.13%
      VLY D 0.15% 0.14% 0.14%
      VMI C 0.23% 0.23% 0.23%
      VNO F 0.17% 0.17% 0.17%
      VNT D 0.26% 0.26% 0.26%
      VOYA B 0.39% 0.32% 0.32%
      VSH C 0.12% 0.11% 0.11%
      VVV D 0.22% 0.24% 0.22%
      WBS D 0.34% 0.32% 0.32%
      WCC C 0.33% 0.32% 0.32%
      WEN F 0.14% 0.12% 0.12%
      WERN D 0.08% 0.11% 0.08%
      WEX F 0.37% 0.35% 0.35%
      WFRD C 0.37% 0.36% 0.36%
      WH F 0.24% 0.25% 0.24%
      WLK B 0.23% 0.21% 0.21%
      WMS C 0.49% 0.49% 0.49%
      WSM C 0.85% 0.83% 0.83%
      WSO B 0.63% 0.68% 0.63%
      WTFC B 0.27% 0.25% 0.25%
      WTRG C 0.41% 0.41% 0.41%
      WTS B 0.24% 0.24% 0.24%
      WU D 0.16% 0.2% 0.16%
      WWD A 0.44% 0.42% 0.42%
      X F 0.35% 0.35% 0.35%
      XPO D 0.54% 0.52% 0.52%
      YETI D 0.15% 0.16% 0.15%
      ZD F 0.1% 0.11% 0.1%
      ZI F 0.16% 0.17% 0.16%
      XJH Overweight 39 Positions Relative to QVMM
      Symbol Grade Weight
      GDDY B 0.79%
      WPC C 0.55%
      BURL D 0.52%
      ELS D 0.51%
      WING C 0.48%
      NLY B 0.44%
      FBIN D 0.39%
      CHDN C 0.38%
      MKSI C 0.33%
      CGNX C 0.33%
      MTN F 0.32%
      COHR D 0.31%
      CR B 0.3%
      GTLS C 0.28%
      TKO C 0.26%
      HR C 0.26%
      HALO B 0.24%
      AZPN B 0.24%
      PLNT C 0.23%
      UGI C 0.22%
      MASI D 0.21%
      RH D 0.18%
      RYN F 0.17%
      ORA C 0.16%
      IRDM D 0.15%
      LITE D 0.13%
      WOLF F 0.13%
      NSA C 0.12%
      ARWR F 0.12%
      CHH F 0.12%
      CXT D 0.12%
      SMG D 0.12%
      AMED C 0.12%
      NEOG F 0.11%
      MP C 0.11%
      RCM F 0.1%
      CDP C 0.1%
      QDEL F 0.09%
      UA F 0.03%
      XJH Underweight 30 Positions Relative to QVMM
      Symbol Grade Weight
      EQH A -0.55%
      CASY B -0.53%
      OVV D -0.52%
      DKS D -0.5%
      AMH B -0.48%
      ITT A -0.47%
      PFGC C -0.45%
      CHK B -0.43%
      CACI B -0.39%
      AR A -0.38%
      RRC B -0.35%
      SWN B -0.34%
      BWXT D -0.32%
      CHRD C -0.31%
      PR D -0.29%
      MTDR D -0.29%
      OGE A -0.29%
      FLR D -0.28%
      OLN C -0.28%
      MAT F -0.28%
      MUR D -0.27%
      CIVI C -0.27%
      IDA C -0.21%
      NFG B -0.21%
      POR C -0.18%
      CNX B -0.16%
      BKH C -0.16%
      ALE B -0.15%
      NWE C -0.13%
      CACC F -0.12%

      XJH: Top Represented Industries & Keywords

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

      QVMM: Top Represented Industries & Keywords

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