AVIV vs. ESGD ETF Comparison
Comparison of Avantis International Large Cap Value ETF (AVIV) to iShares MSCI EAFE ESG Optimized ETF (ESGD)
AVIV
Avantis International Large Cap Value ETF
AVIV Description
AVIV actively invests in equity securities from developed market companies outside the US, reaching across different market sectors and industry groups, with a focus on companies trading at lower prices relative to their book value ratios and other financial metrics. The fund emphasises high profitability and value companies, which are identified by looking at reported and estimated company financials, market data, and other fundamental data like cash flows, revenues, and shares outstanding. The portfolio managers may also consider other factors when selecting the securities for the fund, such as historical performance of the share, liquidity, and tax, governance, or cost considerations. Market and financial data analysis is utilized on a continuous basis to make buy, sell, and hold decisions.
Grade (RS Rating)
Last Trade
$53.21
Average Daily Volume
30,077
36
ESGD
iShares MSCI EAFE ESG Optimized ETF
ESGD Description
The iShares MSCI EAFE ESG Select ETF seeks to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada that have positive environmental, social and governance characteristics as identified by the index provider.Grade (RS Rating)
Last Trade
$80.23
Average Daily Volume
228,391
3
Performance
Period | AVIV | ESGD |
---|---|---|
30 Days | 5.05% | 5.50% |
60 Days | -0.15% | 0.26% |
90 Days | -0.25% | 0.38% |
12 Months | 14.27% | 16.63% |
0 Overlapping Holdings
Symbol | Grade | Weight in AVIV | Weight in ESGD | Overlap |
---|
AVIV Overweight 36 Positions Relative to ESGD
Symbol | Grade | Weight | |
---|---|---|---|
NVS | B | 2.49% | |
HSBC | B | 1.54% | |
TM | F | 1.48% | |
TTE | D | 1.38% | |
BHP | F | 1.33% | |
BP | F | 1.22% | |
BBVA | D | 1.11% | |
TD | A | 0.75% | |
SMFG | D | 0.67% | |
BCS | B | 0.66% | |
E | D | 0.62% | |
STLA | F | 0.58% | |
VOD | A | 0.58% | |
HMC | D | 0.57% | |
LYG | C | 0.55% | |
GSK | A | 0.53% | |
NVO | C | 0.5% | |
ING | B | 0.39% | |
ORAN | A | 0.39% | |
STM | F | 0.38% | |
NWG | C | 0.37% | |
CNI | D | 0.36% | |
EQNR | D | 0.31% | |
MFG | D | 0.28% | |
IX | B | 0.26% | |
LOGI | D | 0.23% | |
AER | C | 0.2% | |
PHG | A | 0.17% | |
AGCO | F | 0.14% | |
CCEP | A | 0.13% | |
HAFN | D | 0.09% | |
WDS | F | 0.05% | |
MT | D | 0.05% | |
CUK | D | 0.02% | |
DOOO | D | 0.01% | |
AZN | B | 0.0% |
AVIV: Top Represented Industries & Keywords
ESGD: Top Represented Industries & Keywords