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      DSI vs. CSM ETF Comparison

      Comparison of iShares KLD 400 Social Index Fund (DSI) to ProShares Large Cap Core Plus (CSM)
      DSI

      iShares KLD 400 Social Index Fund

      DSI Description

      The investment 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. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.

      Grade (RS Rating)

      Last Trade

      $107.93

      Average Daily Volume

      96,229

      Number of Holdings *

      402

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

      ProShares Large Cap Core Plus

      CSM Description The investment seeks investment results before fees and expenses that track the performance of the Credit Suisse 130/30 Large Cap Index (the "index"). The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to replicate an investment strategy that establishes either long or short positions in the stocks of 500 leading large-cap U.S. companies (the "Universe") by applying a rules-based ranking and weighting methodology. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $65.09

      Average Daily Volume

      6,433

      Number of Holdings *

      307

      * may have additional holdings in another (foreign) market
      Performance
      Period DSI CSM
      30 Days 1.41% 2.51%
      60 Days 6.79% 7.26%
      90 Days 1.90% 3.17%
      12 Months 33.87% 34.98%
      161 Overlapping Holdings
      Symbol Grade Weight in DSI Weight in CSM Overlap
      A B 0.16% 0.34% 0.16%
      ABBV B 1.29% 0.41% 0.41%
      ACN B 0.82% 0.05% 0.05%
      ADBE F 0.86% 0.23% 0.23%
      ADSK C 0.22% 0.15% 0.15%
      AKAM D 0.06% 0.23% 0.06%
      ALL C 0.19% 0.37% 0.19%
      ALLE A 0.05% 0.12% 0.05%
      AMAT B 0.64% 0.26% 0.26%
      AMD B 1.0% 0.19% 0.19%
      AMGN D 0.65% 0.04% 0.04%
      AOS B 0.04% 0.07% 0.04%
      APD C 0.25% 0.35% 0.25%
      APTV D 0.08% 0.28% 0.08%
      ATO A 0.08% 0.26% 0.08%
      AVB C 0.12% 0.33% 0.12%
      BBY C 0.08% 0.3% 0.08%
      BDX C 0.26% 0.4% 0.26%
      BEN F 0.02% 0.31% 0.02%
      BG F 0.05% 0.27% 0.05%
      BIIB F 0.11% 0.17% 0.11%
      BK C 0.2% 0.3% 0.2%
      BKR B 0.14% 0.33% 0.14%
      BLDR B 0.09% 0.17% 0.09%
      BMY B 0.39% 0.46% 0.39%
      BR B 0.09% 0.13% 0.09%
      BWA C 0.03% 0.16% 0.03%
      CAG D 0.06% 0.12% 0.06%
      CAH B 0.1% 0.32% 0.1%
      CAT A 0.72% 0.11% 0.11%
      CBRE B 0.14% 0.33% 0.14%
      CDNS D 0.28% 0.34% 0.28%
      CFG D 0.07% 0.17% 0.07%
      CHD D 0.1% 0.06% 0.06%
      CI D 0.37% 0.42% 0.37%
      CLX C 0.08% 0.06% 0.06%
      CME A 0.3% 0.4% 0.3%
      CNC F 0.15% 0.35% 0.15%
      CPB D 0.04% 0.11% 0.04%
      CRM B 1.01% 0.72% 0.72%
      CSCO A 0.8% 0.17% 0.17%
      CSX D 0.25% 0.25% 0.25%
      CTSH B 0.14% 0.35% 0.14%
      DFS C 0.13% 0.15% 0.13%
      DHR D 0.69% 0.04% 0.04%
      DIS D 0.66% 0.1% 0.1%
      DLR C 0.2% 0.07% 0.07%
      DOC C 0.06% 0.08% 0.06%
      DPZ D 0.06% 0.06% 0.06%
      DXCM F 0.1% 0.08% 0.08%
      EA D 0.14% 0.18% 0.14%
      EL D 0.09% 0.38% 0.09%
      EQIX C 0.31% 0.26% 0.26%
      EQR C 0.09% 0.32% 0.09%
      ETN C 0.49% 0.4% 0.4%
      EXC A 0.15% 0.31% 0.15%
      FAST C 0.15% 0.04% 0.04%
      FDS C 0.07% 0.04% 0.04%
      FFIV B 0.05% 0.33% 0.05%
      FIS B 0.17% 0.07% 0.07%
      FRT D 0.03% 0.29% 0.03%
      FSLR C 0.1% 0.11% 0.1%
      FTNT B 0.19% 0.28% 0.19%
      FTV C 0.1% 0.07% 0.07%
      GILD A 0.39% 0.44% 0.39%
      GOOG B 3.13% 0.97% 0.97%
      GOOGL B 3.61% 1.19% 1.19%
      GRMN D 0.1% 0.32% 0.1%
      HAL D 0.1% 0.23% 0.1%
      HBAN D 0.08% 0.25% 0.08%
      HCA C 0.3% 0.18% 0.18%
      HD A 1.49% 0.31% 0.31%
      HIG B 0.13% 0.35% 0.13%
      HOLX D 0.07% 0.12% 0.07%
      HPQ B 0.13% 0.33% 0.13%
      HRL F 0.04% 0.06% 0.04%
      HST D 0.05% 0.33% 0.05%
      IBM A 0.76% 0.17% 0.17%
      IEX D 0.06% 0.28% 0.06%
      INTC D 0.38% 0.25% 0.25%
      INTU F 0.65% 0.55% 0.55%
      IQV F 0.16% 0.29% 0.16%
      IR B 0.15% 0.32% 0.15%
      IVZ B 0.02% 0.33% 0.02%
      KDP C 0.15% 0.14% 0.14%
      KHC F 0.12% 0.13% 0.12%
      KMB D 0.18% 0.36% 0.18%
      KO C 1.1% 0.15% 0.15%
      KR C 0.14% 0.37% 0.14%
      L D 0.06% 0.31% 0.06%
      LIN B 0.86% 0.09% 0.09%
      LKQ F 0.04% 0.11% 0.04%
      LOW A 0.57% 0.05% 0.05%
      LRCX D 0.41% 0.21% 0.21%
      LYB F 0.09% 0.33% 0.09%
      MA A 1.54% 0.37% 0.37%
      MAR B 0.23% 0.3% 0.23%
      MAS A 0.07% 0.05% 0.05%
      MCD A 0.82% 0.04% 0.04%
      MKC C 0.08% 0.06% 0.06%
      MMC D 0.41% 0.04% 0.04%
      MRK F 1.08% 0.73% 0.73%
      MSFT D 11.34% 4.59% 4.59%
      MSI A 0.28% 0.22% 0.22%
      MTB C 0.11% 0.29% 0.11%
      MTD B 0.12% 0.35% 0.12%
      NEM C 0.23% 0.07% 0.07%
      NI A 0.06% 0.2% 0.06%
      NOW C 0.68% 0.12% 0.12%
      NTRS C 0.07% 0.26% 0.07%
      NVDA B 11.2% 4.42% 4.42%
      OKE A 0.2% 0.16% 0.16%
      OMC C 0.08% 0.24% 0.08%
      ON F 0.12% 0.13% 0.12%
      ORCL C 1.05% 0.11% 0.11%
      PAYC D 0.03% 0.25% 0.03%
      PEP F 0.88% 0.35% 0.35%
      PFG C 0.08% 0.11% 0.08%
      PG D 1.54% 0.44% 0.44%
      PGR C 0.55% 0.06% 0.06%
      PH B 0.3% 0.33% 0.3%
      PLD D 0.44% 0.37% 0.37%
      PNR B 0.06% 0.32% 0.06%
      PPG D 0.12% 0.26% 0.12%
      PRU C 0.16% 0.29% 0.16%
      PSX D 0.21% 0.13% 0.13%
      PTC D 0.08% 0.04% 0.04%
      PYPL C 0.29% 0.24% 0.24%
      RCL C 0.16% 0.39% 0.16%
      RF C 0.08% 0.05% 0.05%
      RMD C 0.13% 0.21% 0.13%
      ROP C 0.22% 0.12% 0.12%
      SJM D 0.05% 0.2% 0.05%
      SNA A 0.06% 0.32% 0.06%
      SNPS F 0.29% 0.42% 0.29%
      SPG A 0.2% 0.14% 0.14%
      STE D 0.09% 0.27% 0.09%
      STX B 0.08% 0.34% 0.08%
      SWK C 0.06% 0.34% 0.06%
      SWKS F 0.06% 0.26% 0.06%
      SYF B 0.07% 0.33% 0.07%
      SYY D 0.14% 0.14% 0.14%
      TEL D 0.17% 0.37% 0.17%
      TGT D 0.27% 0.36% 0.27%
      TRGP A 0.12% 0.34% 0.12%
      TRMB B 0.06% 0.04% 0.04%
      TROW D 0.09% 0.34% 0.09%
      TRV C 0.2% 0.1% 0.1%
      TSLA C 2.8% 0.77% 0.77%
      TT A 0.33% 0.45% 0.33%
      URI C 0.2% 0.13% 0.13%
      V C 1.62% 0.39% 0.39%
      VLO D 0.17% 0.08% 0.08%
      VRTX D 0.45% 0.46% 0.45%
      VTR C 0.1% 0.32% 0.1%
      VZ B 0.71% 0.06% 0.06%
      WAB B 0.12% 0.25% 0.12%
      WELL C 0.28% 0.25% 0.25%
      WTW C 0.11% 0.14% 0.11%
      XYL C 0.12% 0.3% 0.12%
      ZTS C 0.33% 0.18% 0.18%
      DSI Overweight 241 Positions Relative to CSM
      Symbol Grade Weight
      TXN C 0.71%
      SPGI B 0.62%
      AXP B 0.59%
      UNP D 0.56%
      BKNG C 0.54%
      BLK A 0.53%
      MS B 0.48%
      ELV F 0.46%
      ADI C 0.43%
      ADP A 0.42%
      CB B 0.42%
      NKE D 0.41%
      DE B 0.41%
      SBUX C 0.41%
      AMT C 0.4%
      UPS D 0.37%
      MDLZ D 0.37%
      SCHW D 0.36%
      SHW C 0.35%
      ICE A 0.34%
      ITW B 0.3%
      CL D 0.3%
      MCO D 0.29%
      MMM C 0.28%
      PNC C 0.27%
      ECL B 0.25%
      NXPI F 0.24%
      CRH C 0.24%
      CARR B 0.24%
      AJG D 0.23%
      MPC C 0.22%
      HLT B 0.22%
      NSC D 0.21%
      TFC D 0.21%
      JCI C 0.2%
      SRE B 0.2%
      CCI C 0.19%
      PCAR C 0.19%
      WDAY D 0.19%
      FICO A 0.18%
      CMI A 0.17%
      CPRT C 0.17%
      GWW B 0.17%
      AMP A 0.17%
      GIS C 0.16%
      IDXX D 0.16%
      MCHP F 0.16%
      PWR B 0.16%
      EW F 0.15%
      COR F 0.15%
      FERG F 0.15%
      LNG A 0.15%
      GLW C 0.14%
      HUM F 0.14%
      DELL C 0.13%
      IRM A 0.13%
      ED A 0.13%
      ROK C 0.12%
      TSCO B 0.12%
      NDAQ B 0.12%
      VEEV C 0.12%
      AWK C 0.11%
      ANSS D 0.11%
      ADM F 0.11%
      SBAC C 0.1%
      TEAM D 0.1%
      HUBS D 0.1%
      HPE B 0.1%
      STT C 0.1%
      DOV B 0.1%
      IFF C 0.1%
      VLTO A 0.1%
      KEYS C 0.1%
      WST D 0.09%
      ES D 0.09%
      DECK B 0.09%
      EME C 0.08%
      TRU A 0.08%
      ILMN B 0.08%
      BALL C 0.08%
      CMS A 0.08%
      WAT B 0.08%
      COO C 0.08%
      K A 0.08%
      ZBH F 0.08%
      AVY D 0.07%
      ALGN D 0.07%
      EXPD D 0.07%
      LH D 0.07%
      ZBRA C 0.07%
      ULTA D 0.07%
      LII C 0.07%
      WBD D 0.07%
      WSM B 0.07%
      DRI C 0.07%
      GGG C 0.06%
      OC C 0.06%
      GEN B 0.06%
      KEY C 0.06%
      IP C 0.06%
      PODD C 0.06%
      DGX C 0.06%
      BXP C 0.05%
      KMX F 0.05%
      TECH D 0.05%
      CHRW C 0.05%
      TTEK A 0.05%
      JLL C 0.05%
      FLEX C 0.05%
      BMRN F 0.05%
      EQH C 0.05%
      UDR C 0.05%
      GWRE A 0.05%
      JBHT D 0.05%
      POOL B 0.05%
      ARMK B 0.04%
      HAS B 0.04%
      MKTX B 0.04%
      HSIC D 0.04%
      ALLY F 0.04%
      LW D 0.04%
      CNH D 0.04%
      WTRG D 0.04%
      TWLO B 0.04%
      LECO F 0.04%
      FTI B 0.04%
      ALB D 0.04%
      FBIN B 0.04%
      OKTA F 0.04%
      MAT D 0.03%
      FLS B 0.03%
      MTN D 0.03%
      ZION D 0.03%
      CGNX F 0.03%
      UHAL B 0.03%
      RHI D 0.03%
      DINO D 0.03%
      ALV F 0.03%
      LUMN C 0.03%
      MTH C 0.03%
      MIDD D 0.03%
      CMA C 0.03%
      VOYA A 0.03%
      AXTA C 0.03%
      DAL C 0.03%
      AYI A 0.03%
      RIVN F 0.03%
      MHK B 0.03%
      NYT C 0.03%
      KNX D 0.03%
      DVA C 0.03%
      MOS F 0.03%
      AIT B 0.03%
      INGR B 0.03%
      GME D 0.03%
      ORA C 0.02%
      ASGN D 0.02%
      FUL F 0.02%
      LUV B 0.02%
      SIG C 0.02%
      CPRI B 0.02%
      NJR C 0.02%
      GAP F 0.02%
      AN D 0.02%
      AL D 0.02%
      ITRI C 0.02%
      HOG D 0.02%
      UGI C 0.02%
      MDU C 0.02%
      SON D 0.02%
      LNC D 0.02%
      SEE D 0.02%
      PVH F 0.02%
      ST F 0.02%
      XRAY D 0.02%
      TKR D 0.02%
      WHR C 0.02%
      EXPO A 0.02%
      ONB D 0.02%
      DAR F 0.02%
      AGCO D 0.02%
      NOV F 0.02%
      R C 0.02%
      VFC B 0.02%
      JAZZ F 0.02%
      TDOC D 0.01%
      WWW A 0.01%
      BKE D 0.01%
      CAR F 0.01%
      CABO F 0.01%
      MODG F 0.01%
      UAA B 0.01%
      LZB D 0.01%
      TNC F 0.01%
      PDCO F 0.01%
      FL F 0.01%
      WLY A 0.01%
      JWN D 0.01%
      KSS D 0.01%
      RNG D 0.01%
      MTX D 0.01%
      BOH D 0.01%
      HNI C 0.01%
      HBI C 0.01%
      ARCB F 0.01%
      ZI D 0.01%
      AVA D 0.01%
      NWL F 0.01%
      TDC D 0.01%
      COLM D 0.01%
      CATY D 0.01%
      ICFI C 0.01%
      LCID D 0.01%
      IBOC D 0.01%
      MAN D 0.01%
      CDP A 0.01%
      WU D 0.01%
      GVA B 0.01%
      PCH C 0.01%
      SEM D 0.01%
      MAC C 0.01%
      CHH C 0.01%
      CMP D 0.0%
      HOUS D 0.0%
      ACCO C 0.0%
      RDUS D 0.0%
      HSII D 0.0%
      ETD C 0.0%
      KELYA D 0.0%
      DLX F 0.0%
      HAIN B 0.0%
      SCHL F 0.0%
      CLB C 0.0%
      MD B 0.0%
      JACK F 0.0%
      UNFI B 0.0%
      ODP F 0.0%
      SCS F 0.0%
      TILE D 0.0%
      XRX D 0.0%
      UA B 0.0%
      DSI Underweight 146 Positions Relative to CSM
      Symbol Grade Weight
      AAPL C -4.74%
      AMZN C -2.42%
      META A -1.63%
      AVGO C -1.34%
      LLY D -1.07%
      BRK.A C -1.01%
      TMO D -0.66%
      JPM D -0.64%
      GE C -0.6%
      UNH B -0.56%
      MU D -0.53%
      XOM A -0.53%
      TJX D -0.5%
      LMT A -0.47%
      UBER C -0.46%
      TMUS A -0.45%
      JNJ D -0.44%
      NFLX B -0.41%
      NOC B -0.4%
      APH D -0.38%
      MCK F -0.37%
      LEN B -0.37%
      EMR B -0.37%
      AME D -0.36%
      ACGL B -0.36%
      HWM A -0.36%
      EIX B -0.35%
      WY C -0.35%
      GM D -0.35%
      EMN C -0.35%
      PHM A -0.35%
      OTIS A -0.35%
      CCL C -0.35%
      NRG A -0.35%
      FANG C -0.34%
      NCLH C -0.34%
      RJF B -0.34%
      ETR A -0.34%
      WYNN B -0.34%
      XEL B -0.34%
      LYV B -0.34%
      AAL D -0.33%
      BRO A -0.33%
      GDDY D -0.33%
      COST C -0.33%
      DTE A -0.33%
      LDOS A -0.33%
      RSG C -0.33%
      AIZ B -0.32%
      ANET A -0.32%
      RL B -0.32%
      CE C -0.32%
      UHS D -0.32%
      CNP B -0.32%
      HII F -0.31%
      SLB D -0.31%
      INCY B -0.31%
      CPT C -0.31%
      CBOE B -0.31%
      TAP D -0.31%
      DVN F -0.31%
      BAX D -0.31%
      QRVO F -0.3%
      INVH F -0.3%
      CVS C -0.3%
      TSN D -0.3%
      MAA D -0.29%
      UAL B -0.29%
      EG B -0.29%
      FDX F -0.28%
      SO A -0.28%
      CRL F -0.28%
      DHI C -0.28%
      PCG C -0.28%
      BAC D -0.27%
      LULU D -0.27%
      ROL C -0.27%
      MDT C -0.27%
      TFX C -0.27%
      VTRS D -0.27%
      TXT F -0.27%
      AES C -0.27%
      DG F -0.26%
      VRSN B -0.26%
      FOXA A -0.25%
      WDC C -0.25%
      MET B -0.25%
      WMT A -0.24%
      GL C -0.23%
      COF C -0.23%
      GEHC C -0.23%
      APA F -0.23%
      CMCSA C -0.22%
      PARA F -0.2%
      T A -0.2%
      ABNB D -0.2%
      MOH D -0.19%
      MGM C -0.19%
      PANW D -0.18%
      TPR C -0.16%
      BX C -0.16%
      PSA C -0.16%
      CRWD D -0.16%
      GPC D -0.16%
      FCX B -0.15%
      F D -0.15%
      CVX B -0.15%
      PNW B -0.14%
      PFE D -0.14%
      EBAY A -0.14%
      FITB C -0.14%
      MSCI B -0.14%
      WBA F -0.14%
      QCOM C -0.14%
      WFC F -0.13%
      JKHY A -0.13%
      IPG D -0.13%
      HES C -0.13%
      STLD B -0.13%
      NWSA D -0.12%
      TDY A -0.12%
      FE C -0.11%
      CTVA A -0.1%
      KMI A -0.1%
      BBWI F -0.09%
      LNT A -0.09%
      NUE C -0.09%
      MTCH B -0.09%
      JBL C -0.08%
      ISRG C -0.08%
      WRB C -0.08%
      PAYX A -0.07%
      DAY B -0.07%
      SMCI F -0.06%
      ABT C -0.06%
      MNST D -0.06%
      PM D -0.04%
      WM B -0.04%
      CSGP F -0.04%
      ARE D -0.04%
      EPAM F -0.04%
      J F -0.04%
      ROST D -0.04%
      LVS B -0.04%
      PKG B -0.04%
      CMG C -0.04%

      DSI: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Banks - Regional - US Packaged Foods Diagnostics & Research Asset Management Semiconductors Specialty Chemicals Business Services Apparel Manufacturing Credit Services Household & Personal Products Medical Instruments & Supplies Scientific & Technical Instruments Capital Markets Drug Manufacturers - Major Restaurants Software - Infrastructure Specialty Retail Building Materials
      Keywords: S&P 500 Nasdaq 100 Computing Chemical Natural Gas Insurance Bank Banking Dow Jones Component Mining Electronics Medicine Real Estate Investment Trust Telecommunications Transport Electricity Semiconductor Beverage Mobile Devices Software

      CSM: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Drug Manufacturers - Major Semiconductors Diagnostics & Research Medical Instruments & Supplies Utilities - Regulated Electric Asset Management Credit Services Internet Content & Information Packaged Foods Banks - Regional - US Business Services Health Care Plans Household & Personal Products Information Technology Services Insurance - Property & Casualty REIT - Residential Specialty Industrial Machinery Aerospace & Defense
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Dow Jones Component Electronics Insurance Electricity Aerospace Bank Real Estate Investment Trust Telecommunications Banking Medicine Mobile Devices Chemical Work From Home Mining Petroleum Industry Transport
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