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      XVV vs. ESGU ETF Comparison

      Comparison of iShares ESG Screened S&P 500 ETF (XVV) to iShares MSCI USA ESG Optimized ETF (ESGU)
      XVV

      iShares ESG Screened S&P 500 ETF

      XVV Description

      The investment seeks to track the investment results of an index composed of large-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 500 Sustainability Screened Index, which measures the performance of the large-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

      $44.02

      Average Daily Volume

      14,674

      Number of Holdings *

      444

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

      iShares MSCI USA ESG Optimized ETF

      ESGU Description The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

      Grade (RS Rating)

      Last Trade

      $125.67

      Average Daily Volume

      518,114

      Number of Holdings *

      284

      * may have additional holdings in another (foreign) market
      Performance
      Period XVV ESGU
      30 Days 2.35% 2.90%
      60 Days 4.71% 5.43%
      90 Days 4.56% 5.69%
      12 Months 35.78% 35.21%
      241 Overlapping Holdings
      Symbol Grade Weight in XVV Weight in ESGU Overlap
      A C 0.1% 0.13% 0.1%
      AAPL C 7.78% 6.49% 6.49%
      ABBV B 0.76% 0.49% 0.49%
      ACGL B 0.09% 0.14% 0.09%
      ACN C 0.5% 0.42% 0.42%
      ADBE F 0.51% 0.6% 0.51%
      ADI C 0.26% 0.14% 0.14%
      ADM D 0.06% 0.1% 0.06%
      ADP C 0.25% 0.66% 0.25%
      ADSK B 0.13% 0.34% 0.13%
      AFL A 0.12% 0.12% 0.12%
      AIZ B 0.02% 0.11% 0.02%
      AJG D 0.14% 0.11% 0.11%
      AKAM D 0.03% 0.1% 0.03%
      AMAT D 0.39% 0.53% 0.39%
      AMD C 0.61% 0.52% 0.52%
      AMGN D 0.39% 0.45% 0.39%
      AMT C 0.24% 0.38% 0.24%
      AMZN C 4.02% 3.51% 3.51%
      ANET C 0.22% 0.22% 0.22%
      ANSS D 0.06% 0.21% 0.06%
      AVGO C 1.86% 1.46% 1.46%
      AXON B 0.06% 0.15% 0.06%
      AXP B 0.34% 0.42% 0.34%
      BAC D 0.6% 0.58% 0.58%
      BALL C 0.05% 0.1% 0.05%
      BBY A 0.04% 0.17% 0.04%
      BG F 0.03% 0.2% 0.03%
      BIIB F 0.06% 0.09% 0.06%
      BK B 0.12% 0.39% 0.12%
      BKNG B 0.32% 0.29% 0.29%
      BKR C 0.08% 0.13% 0.08%
      BLK B 0.3% 0.11% 0.11%
      BMY C 0.23% 0.16% 0.16%
      BR C 0.06% 0.43% 0.06%
      BRK.A C 1.87% 0.41% 0.41%
      C C 0.26% 0.32% 0.26%
      CAH C 0.06% 0.15% 0.06%
      CARR B 0.15% 0.19% 0.15%
      CAT B 0.43% 0.32% 0.32%
      CBRE B 0.08% 0.17% 0.08%
      CCI C 0.11% 0.36% 0.11%
      CDNS D 0.17% 0.21% 0.17%
      CEG C 0.18% 0.13% 0.13%
      CHD C 0.06% 0.2% 0.06%
      CHRW B 0.03% 0.2% 0.03%
      CI C 0.22% 0.31% 0.22%
      CL C 0.19% 0.1% 0.1%
      CLX C 0.05% 0.26% 0.05%
      CMCSA C 0.36% 0.19% 0.19%
      CMG D 0.18% 0.13% 0.13%
      CMI B 0.1% 0.41% 0.1%
      CNC D 0.09% 0.1% 0.09%
      COF B 0.13% 0.1% 0.1%
      COO C 0.05% 0.19% 0.05%
      COR F 0.09% 0.22% 0.09%
      COST C 0.9% 0.81% 0.81%
      CPB C 0.02% 0.1% 0.02%
      CRM C 0.6% 0.61% 0.6%
      CSCO B 0.48% 0.44% 0.44%
      D C 0.11% 0.16% 0.11%
      DAL C 0.07% 0.17% 0.07%
      DE A 0.24% 0.23% 0.23%
      DECK C 0.05% 0.18% 0.05%
      DFS C 0.08% 0.2% 0.08%
      DGX B 0.04% 0.14% 0.04%
      DHI C 0.12% 0.1% 0.1%
      DHR B 0.4% 0.38% 0.38%
      DIS D 0.39% 0.39% 0.39%
      DLR B 0.11% 0.21% 0.11%
      DLTR F 0.03% 0.07% 0.03%
      DVA B 0.02% 0.11% 0.02%
      DXCM F 0.06% 0.09% 0.06%
      EA D 0.08% 0.15% 0.08%
      ECL B 0.15% 0.42% 0.15%
      ED B 0.08% 0.1% 0.08%
      EIX B 0.08% 0.11% 0.08%
      ELV D 0.27% 0.47% 0.27%
      EQIX B 0.19% 0.33% 0.19%
      ES B 0.05% 0.11% 0.05%
      ETN C 0.3% 0.18% 0.18%
      EW F 0.09% 0.25% 0.09%
      EXC B 0.09% 0.17% 0.09%
      EXPD B 0.04% 0.27% 0.04%
      FDS C 0.04% 0.16% 0.04%
      FDX D 0.13% 0.09% 0.09%
      FI B 0.23% 0.11% 0.11%
      FICO B 0.11% 0.11% 0.11%
      FIS C 0.1% 0.12% 0.1%
      FOX B 0.01% 0.1% 0.01%
      FSLR C 0.06% 0.11% 0.06%
      FTV C 0.06% 0.14% 0.06%
      GDDY C 0.05% 0.1% 0.05%
      GE C 0.45% 0.49% 0.45%
      GEV B 0.16% 0.13% 0.13%
      GILD B 0.23% 0.47% 0.23%
      GIS B 0.09% 0.42% 0.09%
      GOOG D 1.77% 2.28% 1.77%
      GOOGL D 2.14% 1.16% 1.16%
      GS B 0.35% 0.35% 0.35%
      HBAN B 0.05% 0.15% 0.05%
      HCA B 0.17% 0.16% 0.16%
      HD B 0.88% 1.0% 0.88%
      HIG B 0.08% 0.26% 0.08%
      HLT B 0.13% 0.1% 0.1%
      HOLX D 0.04% 0.1% 0.04%
      HPE C 0.06% 0.15% 0.06%
      HPQ C 0.08% 0.1% 0.08%
      HRL F 0.02% 0.1% 0.02%
      HUBB B 0.05% 0.11% 0.05%
      HWM B 0.09% 0.1% 0.09%
      IDXX D 0.09% 0.28% 0.09%
      IEX C 0.04% 0.1% 0.04%
      IFF A 0.06% 0.1% 0.06%
      INTC D 0.23% 0.27% 0.23%
      INTU D 0.4% 0.59% 0.4%
      IP C 0.04% 0.1% 0.04%
      IPG C 0.03% 0.1% 0.03%
      IQV D 0.09% 0.16% 0.09%
      IR B 0.09% 0.1% 0.09%
      IRM C 0.08% 0.16% 0.08%
      ISRG C 0.39% 0.31% 0.31%
      IT C 0.09% 0.16% 0.09%
      JBHT D 0.03% 0.1% 0.03%
      JCI B 0.12% 0.16% 0.12%
      JNPR A 0.03% 0.1% 0.03%
      JPM D 1.34% 1.19% 1.19%
      K A 0.05% 0.5% 0.05%
      KDP B 0.09% 0.1% 0.09%
      KEYS B 0.06% 0.21% 0.06%
      KHC C 0.07% 0.19% 0.07%
      KKR B 0.2% 0.11% 0.11%
      KMB C 0.11% 0.17% 0.11%
      KMI C 0.09% 0.27% 0.09%
      KO B 0.62% 1.02% 0.62%
      KR B 0.08% 0.22% 0.08%
      LH D 0.04% 0.1% 0.04%
      LIN B 0.52% 0.37% 0.37%
      LKQ F 0.02% 0.25% 0.02%
      LLY D 1.61% 1.53% 1.53%
      LOW B 0.34% 0.38% 0.34%
      LRCX D 0.25% 0.33% 0.25%
      LULU D 0.07% 0.1% 0.07%
      MA B 0.91% 0.92% 0.91%
      MCD B 0.49% 0.32% 0.32%
      MCK F 0.14% 0.27% 0.14%
      MCO C 0.17% 0.32% 0.17%
      MET B 0.11% 0.31% 0.11%
      META B 2.79% 2.28% 2.28%
      MKC C 0.05% 0.11% 0.05%
      MMC C 0.25% 0.18% 0.18%
      MOH D 0.04% 0.1% 0.04%
      MRK F 0.64% 0.58% 0.58%
      MRNA F 0.05% 0.07% 0.05%
      MS B 0.29% 0.42% 0.29%
      MSFT C 7.21% 6.22% 6.22%
      MTD C 0.07% 0.1% 0.07%
      MU D 0.27% 0.18% 0.18%
      NDAQ C 0.07% 0.2% 0.07%
      NEE B 0.39% 0.46% 0.39%
      NEM C 0.14% 0.2% 0.14%
      NFLX B 0.69% 0.52% 0.52%
      NOW C 0.41% 0.63% 0.41%
      NTAP D 0.06% 0.09% 0.06%
      NTRS C 0.04% 0.1% 0.04%
      NUE D 0.08% 0.12% 0.08%
      NVDA C 6.86% 5.8% 5.8%
      NXPI D 0.14% 0.29% 0.14%
      ODFL D 0.08% 0.1% 0.08%
      OKE C 0.12% 0.34% 0.12%
      ORCL B 0.6% 0.56% 0.56%
      PANW D 0.25% 0.24% 0.24%
      PARA D 0.01% 0.09% 0.01%
      PAYX C 0.1% 0.1% 0.1%
      PEG B 0.1% 0.48% 0.1%
      PEP D 0.52% 0.42% 0.42%
      PFE D 0.37% 0.3% 0.3%
      PFG B 0.04% 0.11% 0.04%
      PG C 0.92% 0.73% 0.73%
      PGR C 0.33% 0.44% 0.33%
      PHM B 0.07% 0.11% 0.07%
      PLD C 0.26% 0.15% 0.15%
      PNC C 0.16% 0.33% 0.16%
      PNR B 0.04% 0.29% 0.04%
      POOL C 0.03% 0.1% 0.03%
      PPG C 0.07% 0.22% 0.07%
      PRU C 0.1% 0.53% 0.1%
      PSX F 0.12% 0.14% 0.12%
      PTC C 0.05% 0.15% 0.05%
      PWR B 0.1% 0.11% 0.1%
      PYPL B 0.18% 0.13% 0.13%
      QCOM D 0.43% 0.3% 0.3%
      RCL B 0.1% 0.11% 0.1%
      REGN D 0.25% 0.24% 0.24%
      SBAC C 0.06% 0.15% 0.06%
      SBUX C 0.25% 0.24% 0.24%
      SCHW D 0.21% 0.16% 0.16%
      SLB F 0.13% 0.1% 0.1%
      SNPS F 0.18% 0.21% 0.18%
      SPGI C 0.37% 0.5% 0.37%
      STE B 0.05% 0.16% 0.05%
      STLD C 0.04% 0.1% 0.04%
      STX B 0.05% 0.1% 0.05%
      SYF C 0.04% 0.18% 0.04%
      SYK C 0.28% 0.1% 0.1%
      SYY C 0.09% 0.1% 0.09%
      T B 0.35% 0.16% 0.16%
      TAP D 0.02% 0.17% 0.02%
      TFC D 0.13% 0.12% 0.12%
      TFX B 0.03% 0.1% 0.03%
      TGT C 0.16% 0.24% 0.16%
      TMO B 0.53% 0.25% 0.25%
      TRGP C 0.07% 0.22% 0.07%
      TRMB C 0.03% 0.1% 0.03%
      TRV C 0.12% 0.19% 0.12%
      TSCO B 0.07% 0.15% 0.07%
      TSLA C 1.59% 1.36% 1.36%
      TT B 0.2% 0.46% 0.2%
      TXN B 0.43% 0.73% 0.43%
      UBER C 0.36% 0.24% 0.24%
      ULTA D 0.04% 0.11% 0.04%
      UNH C 1.19% 0.95% 0.95%
      UNP D 0.33% 0.32% 0.32%
      UPS D 0.22% 0.16% 0.16%
      URI B 0.12% 0.13% 0.12%
      USB C 0.16% 0.16% 0.16%
      V C 1.02% 0.99% 0.99%
      VLO F 0.1% 0.09% 0.09%
      VLTO B 0.06% 0.21% 0.06%
      VRTX D 0.27% 0.33% 0.27%
      VZ A 0.42% 0.41% 0.41%
      WAT B 0.05% 0.17% 0.05%
      WDC C 0.05% 0.1% 0.05%
      WELL C 0.17% 0.22% 0.17%
      WFC D 0.43% 0.1% 0.1%
      WST D 0.05% 0.1% 0.05%
      WTW B 0.07% 0.1% 0.07%
      WY C 0.05% 0.11% 0.05%
      XYL C 0.07% 0.25% 0.07%
      ZBH F 0.05% 0.09% 0.05%
      ZTS B 0.2% 0.38% 0.2%
      XVV Overweight 203 Positions Relative to ESGU
      Symbol Grade Weight
      ABT C 0.44%
      TJX C 0.3%
      BSX B 0.28%
      MDT B 0.26%
      BX C 0.25%
      NKE D 0.24%
      KLAC D 0.24%
      CB B 0.24%
      MDLZ C 0.22%
      TMUS B 0.22%
      SHW B 0.2%
      ICE C 0.2%
      CME B 0.18%
      APH C 0.18%
      PH B 0.18%
      CVS D 0.17%
      FCX C 0.17%
      MSI B 0.17%
      WM D 0.17%
      AON B 0.17%
      ITW B 0.16%
      CTAS C 0.16%
      CRWD D 0.15%
      CSX C 0.15%
      APD B 0.15%
      ORLY B 0.15%
      BDX D 0.15%
      EMR D 0.14%
      PSA C 0.13%
      ABNB D 0.13%
      MAR B 0.13%
      ROP C 0.13%
      ROST C 0.12%
      SPG B 0.12%
      GM C 0.12%
      SRE B 0.12%
      O B 0.12%
      WMB C 0.12%
      AZO B 0.12%
      MPC F 0.12%
      NSC C 0.12%
      AIG D 0.11%
      FTNT B 0.11%
      ALL C 0.11%
      PCAR D 0.11%
      MCHP D 0.1%
      LEN B 0.1%
      MSCI C 0.1%
      TEL D 0.1%
      CPRT D 0.1%
      MPWR B 0.1%
      AMP B 0.1%
      VRSK D 0.09%
      CTSH B 0.09%
      DOW C 0.09%
      YUM B 0.09%
      GEHC B 0.09%
      AME C 0.09%
      STZ C 0.09%
      CTVA B 0.09%
      RSG D 0.09%
      FAST C 0.09%
      OTIS B 0.09%
      F F 0.09%
      VICI C 0.08%
      GLW B 0.08%
      RMD C 0.08%
      EFX C 0.08%
      MNST D 0.08%
      HUM F 0.08%
      EXR C 0.08%
      MTB C 0.07%
      FITB B 0.07%
      CSGP D 0.07%
      CDW D 0.07%
      ROK D 0.07%
      CHTR D 0.07%
      EBAY B 0.07%
      ON D 0.07%
      WAB B 0.07%
      AVB C 0.07%
      MLM D 0.07%
      VMC C 0.07%
      SW B 0.06%
      HAL F 0.06%
      TTWO D 0.06%
      TYL C 0.06%
      GPN D 0.06%
      LYB D 0.06%
      EQR C 0.06%
      STT B 0.06%
      VTR C 0.06%
      DOV B 0.06%
      GRMN D 0.06%
      ETR A 0.06%
      AWK C 0.06%
      NVR B 0.06%
      HSY D 0.06%
      SMCI F 0.05%
      OMC B 0.05%
      RF B 0.05%
      CINF C 0.05%
      ATO B 0.05%
      CBOE C 0.05%
      CPAY B 0.05%
      BLDR C 0.05%
      TER C 0.05%
      RJF C 0.05%
      EL D 0.05%
      TROW C 0.05%
      BRO C 0.05%
      VRSN C 0.04%
      DOC B 0.04%
      RVTY B 0.04%
      CAG B 0.04%
      SWKS F 0.04%
      SWK B 0.04%
      PODD C 0.04%
      AMCR B 0.04%
      TSN D 0.04%
      LYV A 0.04%
      LVS C 0.04%
      WRB D 0.04%
      ALGN D 0.04%
      AVY C 0.04%
      LUV C 0.04%
      MAS B 0.04%
      CFG D 0.04%
      MAA C 0.04%
      EXPE C 0.04%
      WBD D 0.04%
      CCL C 0.04%
      CNP C 0.04%
      DG F 0.04%
      ESS C 0.04%
      ARE C 0.04%
      ZBRA B 0.04%
      PKG B 0.04%
      APTV D 0.04%
      BAX C 0.04%
      UAL B 0.04%
      INVH D 0.04%
      GPC D 0.04%
      DRI C 0.04%
      EPAM F 0.03%
      REG C 0.03%
      BXP C 0.03%
      KMX D 0.03%
      TECH C 0.03%
      JKHY B 0.03%
      ALLE B 0.03%
      SJM C 0.03%
      HST D 0.03%
      FFIV B 0.03%
      CPT C 0.03%
      UDR C 0.03%
      ROL C 0.03%
      VTRS D 0.03%
      NDSN C 0.03%
      L D 0.03%
      UHS C 0.03%
      JBL C 0.03%
      GEN A 0.03%
      DPZ D 0.03%
      SNA B 0.03%
      CE D 0.03%
      CF B 0.03%
      KEY C 0.03%
      KIM C 0.03%
      ENPH D 0.03%
      BBWI D 0.02%
      RL B 0.02%
      PAYC D 0.02%
      BWA C 0.02%
      IVZ B 0.02%
      MHK B 0.02%
      FMC B 0.02%
      MOS F 0.02%
      FRT C 0.02%
      WYNN C 0.02%
      MGM D 0.02%
      HSIC C 0.02%
      CZR C 0.02%
      GNRC D 0.02%
      NCLH B 0.02%
      HAS B 0.02%
      DAY D 0.02%
      MKTX D 0.02%
      GL D 0.02%
      FOXA B 0.02%
      MTCH C 0.02%
      LW D 0.02%
      QRVO F 0.02%
      CRL F 0.02%
      NWSA D 0.02%
      INCY C 0.02%
      AOS B 0.02%
      TPR A 0.02%
      CTLT B 0.02%
      ALB D 0.02%
      NWS D 0.01%
      WBA F 0.01%
      BEN F 0.01%
      XVV Underweight 43 Positions Relative to ESGU
      Symbol Grade Weight
      JNJ C -0.68%
      CVX F -0.57%
      XOM D -0.57%
      IBM B -0.56%
      RTX B -0.43%
      CRH B -0.38%
      NI B -0.36%
      HON C -0.36%
      COP F -0.36%
      MMM B -0.34%
      GWW B -0.33%
      HES F -0.3%
      FLUT C -0.22%
      NOC B -0.21%
      MELI C -0.2%
      FERG D -0.2%
      CMS B -0.19%
      WDAY D -0.17%
      LNG D -0.17%
      WSM C -0.15%
      MRVL D -0.14%
      J A -0.14%
      OVV F -0.13%
      LII C -0.13%
      EME B -0.12%
      FBIN B -0.12%
      CNH C -0.12%
      HUBS D -0.11%
      OC C -0.11%
      MDB D -0.11%
      VEEV C -0.11%
      ALNY C -0.1%
      MRO D -0.1%
      TWLO C -0.1%
      TEAM D -0.1%
      LDOS A -0.1%
      EQT C -0.1%
      AVTR C -0.1%
      DELL C -0.1%
      FANG F -0.09%
      WTRG D -0.09%
      HII F -0.09%
      SNOW F -0.08%

      XVV: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Business Services Semiconductors Diagnostics & Research Asset Management Banks - Regional - US Capital Markets Medical Instruments & Supplies Packaged Foods Drug Manufacturers - Major Medical Devices Specialty Retail Credit Services Health Care Plans Insurance - Property & Casualty REIT - Residential Specialty Chemicals Household & Personal Products Internet Content & Information
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Natural Gas Dow Jones Component Electronics Medicine Real Estate Investment Trust Bank Telecommunications Banking Chemical Semiconductor Transport Aerospace Electricity Insurance Products Investment Bank Disability

      ESGU: Top Represented Industries & Keywords

      Industries: Software - Application Diagnostics & Research Drug Manufacturers - Major Semiconductors Diversified Industrials Credit Services Business Services Capital Markets Medical Instruments & Supplies Oil & Gas E&P Packaged Foods Specialty Retail Health Care Plans Household & Personal Products Integrated Shipping & Logistics Specialty Chemicals Utilities - Regulated Electric Aerospace & Defense Asset Management Banks - Global
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Natural Gas Insurance Telecommunications Bank Cloud Computing Electronics Medicine Banking Chemical Electricity Work From Home IBD 50 Aerospace Disability Petroleum Industry Cloud Infrastructure
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