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      CFA vs. EVUS ETF Comparison

      Comparison of Compass EMP US 500 Volatility Weighted Index ETF (CFA) to iShares ESG Aware MSCI USA Value ETF (EVUS)
      CFA

      Compass EMP US 500 Volatility Weighted Index ETF

      CFA Description

      The investment seeks to provide investment results that match the performance of the CEMP U.S. Large Cap 500 Volatility Weighted Index before fees and expenses. The index is an unmanaged index that was created by the fund's investment advisor and generally consists of the common stock of the 500 largest companies by market capitalization that have their headquarters in the U.S. and the stock of which trades on U.S. exchanges. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in securities of U.S. issuers included in the index as of its most recent reconstitution.

      Grade (RS Rating)

      Last Trade

      $85.32

      Average Daily Volume

      9,580

      Number of Holdings *

      492

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

      iShares ESG Aware MSCI USA Value ETF

      EVUS Description EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

      Grade (RS Rating)

      Last Trade

      $29.79

      Average Daily Volume

      2,107

      Number of Holdings *

      234

      * may have additional holdings in another (foreign) market
      Performance
      Period CFA EVUS
      30 Days 3.61% 3.88%
      60 Days 5.66% 6.21%
      90 Days 7.14% 8.96%
      12 Months 23.66% 24.19%
      188 Overlapping Holdings
      Symbol Grade Weight in CFA Weight in EVUS Overlap
      A C 0.17% 0.21% 0.17%
      ABBV C 0.29% 1.1% 0.29%
      ABT C 0.25% 0.25% 0.25%
      ACGL C 0.25% 0.19% 0.19%
      ACN C 0.23% 0.57% 0.23%
      ADI C 0.22% 0.29% 0.22%
      ADM D 0.14% 0.12% 0.12%
      ADP B 0.26% 1.18% 0.26%
      AFL C 0.3% 0.23% 0.23%
      AKAM D 0.19% 0.14% 0.14%
      ALLE B 0.2% 0.16% 0.16%
      AMGN B 0.24% 0.9% 0.24%
      APD B 0.18% 0.1% 0.1%
      AVGO C 0.18% 3.03% 0.18%
      AVTR B 0.16% 0.12% 0.12%
      AVY C 0.25% 0.11% 0.11%
      AXP B 0.25% 0.84% 0.25%
      BAC D 0.21% 1.14% 0.21%
      BALL C 0.15% 0.12% 0.12%
      BBY C 0.21% 0.32% 0.21%
      BIIB F 0.18% 0.13% 0.13%
      BK B 0.28% 0.67% 0.28%
      BKR C 0.23% 0.25% 0.23%
      BLK B 0.25% 0.28% 0.25%
      BMY C 0.21% 0.36% 0.21%
      BR D 0.27% 0.71% 0.27%
      BRK.A C 0.39% 1.17% 0.39%
      C C 0.22% 0.59% 0.22%
      CAG C 0.25% 0.11% 0.11%
      CAH C 0.22% 0.31% 0.22%
      CARR B 0.22% 0.42% 0.22%
      CAT B 0.18% 0.7% 0.18%
      CB B 0.3% 0.13% 0.13%
      CBOE C 0.28% 0.11% 0.11%
      CBRE A 0.2% 0.32% 0.2%
      CHD D 0.26% 0.27% 0.26%
      CI C 0.16% 0.67% 0.16%
      CLX C 0.2% 0.44% 0.2%
      CMCSA D 0.19% 0.38% 0.19%
      CMI C 0.23% 0.67% 0.23%
      CMS C 0.28% 0.41% 0.28%
      CNC D 0.17% 0.24% 0.17%
      COF B 0.17% 0.14% 0.14%
      COP D 0.18% 0.77% 0.18%
      CPB C 0.25% 0.15% 0.15%
      CSCO C 0.24% 0.9% 0.24%
      CVS D 0.14% 0.1% 0.1%
      CVX D 0.2% 1.14% 0.2%
      D C 0.21% 0.29% 0.21%
      DAL C 0.16% 0.22% 0.16%
      DD B 0.2% 0.09% 0.09%
      DE B 0.21% 0.44% 0.21%
      DG F 0.08% 0.07% 0.07%
      DGX B 0.3% 0.29% 0.29%
      DHI B 0.19% 0.2% 0.19%
      DHR B 0.21% 0.86% 0.21%
      DIS D 0.13% 0.73% 0.13%
      DLTR F 0.07% 0.07% 0.07%
      DOV B 0.26% 0.1% 0.1%
      DOW D 0.2% 0.12% 0.12%
      EA D 0.25% 0.37% 0.25%
      ECL B 0.26% 0.68% 0.26%
      ED C 0.3% 0.27% 0.27%
      EIX C 0.26% 0.29% 0.26%
      ELV C 0.23% 0.94% 0.23%
      EQT D 0.13% 0.12% 0.12%
      ETN C 0.2% 0.25% 0.2%
      EXC C 0.23% 0.37% 0.23%
      EXPD C 0.23% 0.54% 0.23%
      FANG D 0.17% 0.11% 0.11%
      FDS C 0.24% 0.18% 0.18%
      FDX C 0.2% 0.24% 0.2%
      FSLR C 0.16% 0.13% 0.13%
      FTV C 0.18% 0.27% 0.18%
      GEHC C 0.16% 0.1% 0.1%
      GEV B 0.07% 0.16% 0.07%
      GILD B 0.23% 0.93% 0.23%
      GIS B 0.28% 0.72% 0.28%
      GS C 0.26% 0.71% 0.26%
      HBAN B 0.17% 0.24% 0.17%
      HCA B 0.26% 0.36% 0.26%
      HD B 0.25% 1.99% 0.25%
      HIG B 0.33% 0.48% 0.33%
      HII D 0.19% 0.17% 0.17%
      HOLX B 0.26% 0.15% 0.15%
      HON D 0.28% 0.79% 0.28%
      HPE D 0.18% 0.29% 0.18%
      HPQ D 0.24% 0.15% 0.15%
      HRL C 0.14% 0.13% 0.13%
      HUBB B 0.19% 0.13% 0.13%
      HUM F 0.13% 0.12% 0.12%
      IBM B 0.27% 1.23% 0.27%
      ICE C 0.32% 0.11% 0.11%
      IEX D 0.2% 0.16% 0.16%
      INTC F 0.05% 0.48% 0.05%
      IP B 0.26% 0.14% 0.14%
      IPG C 0.16% 0.1% 0.1%
      IR C 0.22% 0.12% 0.12%
      ITW C 0.26% 0.11% 0.11%
      J C 0.21% 0.23% 0.21%
      JBHT D 0.15% 0.16% 0.15%
      JCI B 0.21% 0.34% 0.21%
      JNJ C 0.29% 1.58% 0.29%
      JPM D 0.34% 2.43% 0.34%
      K B 0.34% 0.92% 0.34%
      KDP B 0.3% 0.26% 0.26%
      KEYS C 0.16% 0.35% 0.16%
      KHC C 0.24% 0.31% 0.24%
      KMB D 0.35% 0.39% 0.35%
      KMI B 0.33% 0.63% 0.33%
      KMX D 0.11% 0.09% 0.09%
      KO C 0.4% 1.96% 0.4%
      KR C 0.28% 0.41% 0.28%
      LDOS B 0.28% 0.11% 0.11%
      LIN B 0.27% 0.53% 0.27%
      LKQ F 0.17% 0.43% 0.17%
      LOW B 0.22% 0.75% 0.22%
      LYB D 0.22% 0.09% 0.09%
      MCD B 0.32% 0.66% 0.32%
      MDLZ B 0.27% 0.1% 0.1%
      MET B 0.24% 0.5% 0.24%
      MKC C 0.23% 0.16% 0.16%
      MMC C 0.34% 0.26% 0.26%
      MRK D 0.24% 0.64% 0.24%
      MS D 0.21% 0.82% 0.21%
      NDAQ A 0.3% 0.35% 0.3%
      NEE C 0.23% 0.92% 0.23%
      NI B 0.28% 0.63% 0.28%
      NKE D 0.12% 0.1% 0.1%
      NOC B 0.22% 0.44% 0.22%
      NTAP D 0.24% 0.09% 0.09%
      NTRS A 0.16% 0.14% 0.14%
      NUE F 0.13% 0.25% 0.13%
      NXPI F 0.14% 0.56% 0.14%
      OC D 0.17% 0.18% 0.17%
      OKE B 0.27% 0.64% 0.27%
      ORCL C 0.21% 1.16% 0.21%
      OVV F 0.11% 0.35% 0.11%
      PAYX C 0.26% 0.12% 0.12%
      PEG B 0.32% 0.92% 0.32%
      PEP C 0.3% 0.98% 0.3%
      PFE C 0.21% 0.66% 0.21%
      PFG B 0.22% 0.12% 0.12%
      PG C 0.34% 1.58% 0.34%
      PGR B 0.21% 0.4% 0.21%
      PHM B 0.18% 0.14% 0.14%
      PNC B 0.21% 0.55% 0.21%
      PPG D 0.21% 0.36% 0.21%
      PRU C 0.25% 0.98% 0.25%
      PSX F 0.17% 0.33% 0.17%
      PYPL B 0.14% 0.2% 0.14%
      QCOM D 0.16% 0.66% 0.16%
      REGN C 0.26% 0.33% 0.26%
      RMD C 0.18% 0.1% 0.1%
      ROK D 0.13% 0.13% 0.13%
      RTX C 0.25% 0.81% 0.25%
      SBUX C 0.23% 0.38% 0.23%
      SCHW D 0.13% 0.31% 0.13%
      SLB F 0.13% 0.27% 0.13%
      SPGI B 0.26% 0.7% 0.26%
      STE C 0.24% 0.35% 0.24%
      STLD F 0.13% 0.09% 0.09%
      STT A 0.2% 0.16% 0.16%
      STZ D 0.26% 0.11% 0.11%
      SYF C 0.19% 0.36% 0.19%
      SYY D 0.24% 0.1% 0.1%
      T C 0.22% 0.37% 0.22%
      TAP D 0.2% 0.31% 0.2%
      TGT C 0.14% 0.43% 0.14%
      TJX B 0.35% 0.18% 0.18%
      TMO B 0.22% 0.14% 0.14%
      TRMB C 0.13% 0.16% 0.13%
      TRV C 0.27% 0.44% 0.27%
      TSCO C 0.22% 0.25% 0.22%
      TXN C 0.23% 1.5% 0.23%
      ULTA D 0.12% 0.11% 0.11%
      UNH C 0.26% 2.16% 0.26%
      UPS D 0.17% 0.32% 0.17%
      URI B 0.13% 0.25% 0.13%
      USB B 0.14% 0.26% 0.14%
      VLO F 0.16% 0.23% 0.16%
      VZ B 0.19% 0.87% 0.19%
      WFC D 0.18% 0.21% 0.18%
      WMB B 0.33% 0.13% 0.13%
      XOM C 0.22% 1.48% 0.22%
      XYL C 0.23% 0.45% 0.23%
      ZBH F 0.17% 0.22% 0.17%
      ZTS C 0.17% 0.48% 0.17%
      CFA Overweight 304 Positions Relative to EVUS
      Symbol Grade Weight
      PM C 0.4%
      TMUS C 0.39%
      RSG D 0.38%
      CL D 0.38%
      WMT C 0.37%
      COST B 0.35%
      MSI B 0.35%
      L C 0.35%
      CTAS B 0.34%
      V C 0.33%
      LMT C 0.33%
      DUK C 0.33%
      MO C 0.32%
      SO B 0.32%
      ATO B 0.32%
      AJG D 0.31%
      APH D 0.31%
      ROP C 0.31%
      PPL C 0.3%
      HWM B 0.3%
      TRGP B 0.3%
      MA B 0.3%
      WAB B 0.3%
      HEI B 0.3%
      AAPL C 0.3%
      UTHR C 0.29%
      BSX B 0.29%
      OTIS C 0.29%
      BRO C 0.29%
      LNT B 0.29%
      RGA C 0.29%
      VRSK D 0.29%
      MCO B 0.28%
      FE C 0.28%
      WM D 0.28%
      GD B 0.28%
      SRE C 0.28%
      YUM D 0.28%
      ETR B 0.28%
      EVRG B 0.27%
      FFIV B 0.27%
      AMP A 0.27%
      AME C 0.27%
      CINF B 0.27%
      GLW C 0.27%
      GRMN D 0.27%
      VST C 0.27%
      WEC C 0.27%
      TYL C 0.26%
      AEP C 0.26%
      SSNC B 0.26%
      RYAN D 0.26%
      CASY D 0.26%
      XEL B 0.26%
      SHW B 0.26%
      MDT C 0.26%
      CME C 0.26%
      USFD B 0.26%
      AIG D 0.26%
      DTE C 0.26%
      TDG B 0.25%
      PCG C 0.25%
      AEE C 0.25%
      AON B 0.25%
      HLT B 0.25%
      GL C 0.25%
      FOXA B 0.25%
      HSY C 0.25%
      AWK B 0.25%
      FICO B 0.25%
      ROST C 0.24%
      CNP C 0.24%
      FNF B 0.24%
      LNG C 0.24%
      ACM B 0.24%
      DRI B 0.24%
      PKG B 0.24%
      MSFT C 0.23%
      GE B 0.23%
      CSX D 0.23%
      NDSN C 0.23%
      VRSN D 0.23%
      AFG B 0.23%
      JKHY B 0.23%
      MCK F 0.23%
      GDDY C 0.23%
      ORLY C 0.23%
      WRB C 0.23%
      EBAY B 0.22%
      FAST C 0.22%
      LHX C 0.22%
      SYK C 0.22%
      PTC D 0.22%
      NVR B 0.22%
      UNP C 0.22%
      OMC B 0.22%
      GWW B 0.22%
      CDW D 0.22%
      TEL D 0.22%
      BDX D 0.22%
      TDY B 0.22%
      TT B 0.22%
      EQH C 0.21%
      ISRG B 0.21%
      CMG C 0.21%
      VRTX D 0.21%
      LII B 0.21%
      ROL C 0.21%
      IBKR B 0.21%
      CTSH C 0.21%
      AZO D 0.21%
      TW B 0.21%
      SNA C 0.21%
      EME B 0.21%
      NSC C 0.2%
      INTU C 0.2%
      RJF C 0.2%
      PCAR D 0.2%
      CPRT D 0.2%
      TPL B 0.2%
      CPAY B 0.2%
      PH B 0.2%
      NOW B 0.2%
      MKL C 0.2%
      AOS D 0.2%
      CRBG D 0.2%
      WSO C 0.2%
      EMR D 0.19%
      RCL B 0.19%
      MTD D 0.19%
      GOOGL D 0.19%
      MAS B 0.19%
      PFGC B 0.19%
      VMC D 0.19%
      CSL B 0.19%
      SCI B 0.19%
      EG C 0.19%
      GGG C 0.19%
      ARES B 0.19%
      RPM B 0.19%
      IT B 0.19%
      MAR C 0.19%
      NWSA D 0.19%
      INCY C 0.19%
      KKR B 0.19%
      ADSK C 0.18%
      MTB B 0.18%
      ERIE B 0.18%
      MANH B 0.18%
      MSCI C 0.18%
      APO C 0.18%
      LEN B 0.18%
      MLM D 0.18%
      LLY C 0.18%
      RNR C 0.18%
      BKNG C 0.18%
      TXT D 0.18%
      FCNCA D 0.18%
      EOG D 0.18%
      BAH C 0.18%
      NVDA D 0.17%
      MORN C 0.17%
      PWR B 0.17%
      VLTO C 0.17%
      CTRA D 0.17%
      ADBE F 0.17%
      GM C 0.17%
      BX B 0.17%
      FITB B 0.17%
      MPC F 0.17%
      NBIX F 0.17%
      MNST D 0.17%
      GPC D 0.17%
      EFX B 0.17%
      TOL B 0.17%
      LYV B 0.17%
      TER D 0.17%
      CPNG B 0.16%
      CF C 0.16%
      CFG C 0.16%
      OXY F 0.16%
      CDNS D 0.16%
      BMRN F 0.16%
      UHAL A 0.16%
      TROW D 0.16%
      AXON B 0.16%
      SWKS D 0.16%
      WLK D 0.16%
      AMZN C 0.16%
      RF B 0.16%
      MOH D 0.16%
      CEG C 0.15%
      AES C 0.15%
      DVN F 0.15%
      DT C 0.15%
      WAT C 0.15%
      BSY D 0.15%
      FCX D 0.15%
      RS D 0.15%
      DPZ F 0.15%
      CHK D 0.15%
      CSGP D 0.15%
      DVA B 0.15%
      KLAC D 0.15%
      IQV C 0.15%
      VTRS D 0.15%
      LECO F 0.14%
      LPLA D 0.14%
      POOL C 0.14%
      UAL C 0.14%
      ZM C 0.14%
      DELL D 0.14%
      RL C 0.14%
      VEEV C 0.14%
      WMG D 0.14%
      TECH C 0.14%
      FIX B 0.14%
      H C 0.14%
      BURL B 0.14%
      NFLX B 0.14%
      PODD B 0.14%
      CTVA B 0.14%
      SNPS D 0.14%
      CHTR D 0.14%
      WSM D 0.14%
      GPN D 0.14%
      CRM D 0.14%
      ZBRA B 0.13%
      DECK C 0.13%
      DOCU C 0.13%
      HAL F 0.13%
      APP C 0.13%
      IDXX C 0.13%
      MPWR C 0.13%
      MCHP F 0.13%
      META B 0.13%
      CE F 0.13%
      DKS D 0.13%
      ANET B 0.13%
      WDAY D 0.13%
      ODFL D 0.13%
      PR F 0.12%
      MGM F 0.12%
      APTV D 0.12%
      LUV C 0.12%
      LVS D 0.12%
      DAY D 0.12%
      EDR A 0.12%
      F F 0.12%
      TPR C 0.12%
      WMS D 0.12%
      AMAT D 0.12%
      WST D 0.12%
      EW F 0.12%
      KEY B 0.12%
      DINO F 0.12%
      ENTG F 0.11%
      CRL F 0.11%
      LW D 0.11%
      TSLA C 0.11%
      UBER C 0.11%
      LRCX F 0.11%
      ALLY F 0.11%
      VRT C 0.11%
      FND C 0.11%
      BLD D 0.11%
      TTD B 0.11%
      BEN F 0.11%
      WYNN D 0.11%
      FTNT C 0.11%
      BLDR C 0.1%
      ABNB D 0.1%
      PANW D 0.1%
      MEDP F 0.1%
      KNSL C 0.1%
      BRKR D 0.1%
      SAIA D 0.09%
      ON D 0.09%
      PSTG F 0.09%
      PLTR B 0.09%
      XPO D 0.09%
      EPAM F 0.09%
      COTY F 0.09%
      EXPE C 0.09%
      AMD D 0.08%
      MSTR D 0.08%
      JBL D 0.08%
      DXCM F 0.07%
      ALGN D 0.07%
      SQ D 0.07%
      FIVE D 0.07%
      DDOG D 0.07%
      RGEN F 0.07%
      CVNA B 0.07%
      EL F 0.06%
      ALB D 0.06%
      ENPH D 0.06%
      COIN F 0.05%
      ELF F 0.05%
      WBA F 0.05%
      LSCC D 0.05%
      ESTC F 0.04%
      CELH F 0.03%
      SMCI F 0.02%
      CFA Underweight 46 Positions Relative to EVUS
      Symbol Grade Weight
      AMT C -0.72%
      CCI C -0.7%
      CRH B -0.68%
      MMM B -0.64%
      EQIX C -0.59%
      PNR B -0.57%
      COR D -0.5%
      WELL C -0.45%
      FERG D -0.42%
      DLR B -0.41%
      MU F -0.4%
      CHRW B -0.38%
      NEM B -0.36%
      IRM C -0.36%
      COO B -0.35%
      PLD C -0.35%
      BG D -0.35%
      DFS B -0.35%
      ANSS D -0.34%
      FI A -0.32%
      FLUT B -0.31%
      WY C -0.28%
      FBIN B -0.27%
      ES C -0.26%
      FIS B -0.25%
      CNH D -0.23%
      TFC C -0.22%
      LH C -0.21%
      WTRG D -0.21%
      TFX C -0.2%
      AIZ B -0.18%
      MRO C -0.17%
      IFF B -0.14%
      JNPR B -0.13%
      WTW C -0.13%
      WDC D -0.12%
      BXP B -0.12%
      SOLV C -0.12%
      FOX B -0.11%
      MKTX C -0.11%
      PSA B -0.11%
      AZPN B -0.1%
      CCK A -0.1%
      GEN B -0.1%
      TWLO D -0.1%
      TTC D -0.09%

      CFA: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Semiconductors Asset Management Business Services Diagnostics & Research Specialty Retail Capital Markets Oil & Gas E&P Aerospace & Defense Banks - Regional - US Drug Manufacturers - Major Insurance - Property & Casualty Specialty Chemicals Biotechnology Household & Personal Products Medical Devices Packaged Foods Health Care Plans
      Keywords: S&P 500 Nasdaq 100 Natural Gas Insurance Computing Electricity Electronics Dow Jones Component Aerospace Chemical Semiconductor Bank Medicine IBD 50 Telecommunications Banking Insurance Products Mobile Devices Transport Cloud Computing

      EVUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Drug Manufacturers - Major Packaged Foods Business Services Capital Markets Health Care Plans Semiconductors Specialty Chemicals Credit Services Diagnostics & Research Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P Software - Application Utilities - Regulated Electric Asset Management Banks - Global Banks - Regional - US Household & Personal Products Insurance - Diversified
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products
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