DSI vs. IWB ETF Comparison

Comparison of iShares KLD 400 Social Index Fund (DSI) to iShares Russell 1000 ETF (IWB)
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

$106.25

Average Daily Volume

105,283

Number of Holdings *

402

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

iShares Russell 1000 ETF

IWB Description The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities. 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 Russell 1000® Index (the "underlying index"), which measures the performance of large- and mid-capitalization sectors of the U.S. equity market.

Grade (RS Rating)

Last Trade

$307.82

Average Daily Volume

779,859

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period DSI IWB
30 Days 0.05% 0.48%
60 Days 1.66% 2.42%
90 Days 1.73% 3.40%
12 Months 27.15% 27.68%
4 Overlapping Holdings
Symbol Grade Weight in DSI Weight in IWB Overlap
GOOG D 1.0% 1.56% 1.0%
GOOGL D 1.0% 1.85% 1.0%
MSFT C 1.0% 5.97% 1.0%
NVDA D 1.0% 5.46% 1.0%
DSI Overweight 398 Positions Relative to IWB
Symbol Grade Weight
CMP D 1.0%
RDUS D 1.0%
HOUS C 1.0%
ACCO C 1.0%
ETD C 1.0%
HSII C 1.0%
KELYA D 1.0%
HAIN D 1.0%
DLX D 1.0%
CLB D 1.0%
SCHL D 1.0%
MD C 1.0%
JACK F 1.0%
UNFI C 1.0%
ODP F 1.0%
UA C 1.0%
TILE B 1.0%
WWW B 1.0%
SCS B 1.0%
XRX F 1.0%
TDOC D 1.0%
CAR F 1.0%
UAA C 1.0%
BKE B 1.0%
MODG F 1.0%
CABO F 1.0%
TNC D 1.0%
PDCO F 1.0%
LZB C 1.0%
WLY C 1.0%
FL D 1.0%
RNG D 1.0%
KSS F 1.0%
JWN B 1.0%
HBI B 1.0%
MTX D 1.0%
ARCB D 1.0%
HNI B 1.0%
BOH C 1.0%
ZI D 1.0%
TDC F 1.0%
AVA B 1.0%
NWL D 1.0%
CATY B 1.0%
COLM B 1.0%
ICFI C 1.0%
MAN C 1.0%
GVA B 1.0%
IBOC C 1.0%
MAC B 1.0%
CDP B 1.0%
WU D 1.0%
LCID C 1.0%
PCH C 1.0%
SEM D 1.0%
SIG C 1.0%
CHH C 1.0%
ORA C 1.0%
ASGN D 1.0%
LUV C 1.0%
FUL D 1.0%
AN D 1.0%
AL D 1.0%
GAP F 1.0%
CPRI D 1.0%
ITRI C 1.0%
NJR B 1.0%
HOG C 1.0%
MDU B 1.0%
UGI C 1.0%
SEE D 1.0%
LNC D 1.0%
WHR D 1.0%
ST D 1.0%
XRAY D 1.0%
TKR D 1.0%
IVZ C 1.0%
SON C 1.0%
PVH F 1.0%
EXPO B 1.0%
DAR F 1.0%
AGCO D 1.0%
BEN F 1.0%
VFC C 1.0%
ONB C 1.0%
R B 1.0%
LUMN C 1.0%
FLS D 1.0%
NOV D 1.0%
JAZZ D 1.0%
UHAL B 1.0%
MAT C 1.0%
RHI D 1.0%
CGNX D 1.0%
ZION D 1.0%
MTN D 1.0%
MIDD C 1.0%
DINO D 1.0%
DAL C 1.0%
MTH B 1.0%
BWA D 1.0%
ALV F 1.0%
CMA B 1.0%
VOYA A 1.0%
AXTA C 1.0%
AIT C 1.0%
AYI B 1.0%
MHK B 1.0%
MOS F 1.0%
NYT C 1.0%
GME F 1.0%
KNX C 1.0%
DVA B 1.0%
PAYC D 1.0%
FRT C 1.0%
CNH C 1.0%
INGR A 1.0%
HAS B 1.0%
HSIC C 1.0%
ALLY F 1.0%
LW D 1.0%
ARMK B 1.0%
HRL C 1.0%
MKTX C 1.0%
AOS C 1.0%
CPB B 1.0%
RIVN F 1.0%
WTRG D 1.0%
LECO F 1.0%
TWLO D 1.0%
FBIN B 1.0%
ALB F 1.0%
FTI D 1.0%
LKQ D 1.0%
CHRW B 1.0%
TECH C 1.0%
BXP B 1.0%
OKTA F 1.0%
JLL B 1.0%
KMX D 1.0%
HST D 1.0%
FFIV A 1.0%
ALLE B 1.0%
TTEK C 1.0%
FLEX C 1.0%
SJM C 1.0%
EQH C 1.0%
POOL C 1.0%
GWRE A 1.0%
TRMB C 1.0%
BG D 1.0%
GGG C 1.0%
JBHT D 1.0%
OC C 1.0%
DPZ F 1.0%
UDR B 1.0%
SNA B 1.0%
L B 1.0%
AKAM D 1.0%
IEX D 1.0%
KEY B 1.0%
PNR B 1.0%
SWK B 1.0%
GEN A 1.0%
NI B 1.0%
CAG B 1.0%
IP B 1.0%
DOC C 1.0%
SWKS F 1.0%
BMRN F 1.0%
PODD B 1.0%
ALGN D 1.0%
FDS C 1.0%
DGX B 1.0%
ZBRA B 1.0%
MAS B 1.0%
EXPD B 1.0%
WSM C 1.0%
AVY D 1.0%
NTRS B 1.0%
WBD D 1.0%
ULTA D 1.0%
CFG D 1.0%
APTV D 1.0%
EME B 1.0%
LH B 1.0%
LII B 1.0%
PFG B 1.0%
HOLX B 1.0%
SYF C 1.0%
WAT C 1.0%
DRI C 1.0%
TRU B 1.0%
OMC A 1.0%
EL F 1.0%
STX D 1.0%
ILMN C 1.0%
BBY B 1.0%
RF B 1.0%
ATO B 1.0%
CLX C 1.0%
PTC D 1.0%
HBAN B 1.0%
CMS A 1.0%
BALL C 1.0%
MKC B 1.0%
BLDR C 1.0%
ZBH F 1.0%
WST D 1.0%
COO B 1.0%
K A 1.0%
HPE D 1.0%
TROW D 1.0%
ES C 1.0%
DECK C 1.0%
HUBS D 1.0%
FSLR C 1.0%
STE C 1.0%
LYB F 1.0%
BR D 1.0%
HAL F 1.0%
STT A 1.0%
CHD C 1.0%
DOV B 1.0%
FTV C 1.0%
KEYS C 1.0%
SBAC C 1.0%
IFF B 1.0%
VTR C 1.0%
EQR B 1.0%
TEAM F 1.0%
VLTO C 1.0%
CAH C 1.0%
DXCM F 1.0%
MTB B 1.0%
ANSS F 1.0%
GRMN D 1.0%
BIIB F 1.0%
AWK A 1.0%
MTD D 1.0%
PPG C 1.0%
WTW B 1.0%
ROK D 1.0%
WAB A 1.0%
ON D 1.0%
ADM D 1.0%
TSCO C 1.0%
TRGP B 1.0%
NDAQ B 1.0%
DELL D 1.0%
XYL D 1.0%
KHC C 1.0%
HPQ D 1.0%
DFS C 1.0%
AVB B 1.0%
BKR D 1.0%
VEEV C 1.0%
GLW B 1.0%
IRM B 1.0%
HIG A 1.0%
ED C 1.0%
CBRE A 1.0%
IR C 1.0%
EA D 1.0%
RMD C 1.0%
KR B 1.0%
CTSH C 1.0%
SYY D 1.0%
FERG C 1.0%
HUM F 1.0%
PWR B 1.0%
EXC B 1.0%
FAST C 1.0%
A C 1.0%
CNC C 1.0%
KDP A 1.0%
RCL B 1.0%
CMI C 1.0%
LNG D 1.0%
EW F 1.0%
MCHP D 1.0%
GIS B 1.0%
IDXX C 1.0%
PRU C 1.0%
COR D 1.0%
CPRT D 1.0%
IQV C 1.0%
AMP B 1.0%
GWW B 1.0%
VLO D 1.0%
TEL D 1.0%
FICO A 1.0%
FIS B 1.0%
URI B 1.0%
KMB D 1.0%
JCI B 1.0%
FTNT C 1.0%
ALL A 1.0%
PCAR D 1.0%
BK A 1.0%
CCI B 1.0%
SRE B 1.0%
DLR B 1.0%
OKE B 1.0%
SPG B 1.0%
WDAY D 1.0%
TRV B 1.0%
PSX D 1.0%
HLT B 1.0%
TFC D 1.0%
ADSK B 1.0%
MAR C 1.0%
MPC D 1.0%
NXPI D 1.0%
NSC C 1.0%
ROP C 1.0%
CRH B 1.0%
NEM B 1.0%
CARR B 1.0%
APD B 1.0%
ECL B 1.0%
AJG C 1.0%
CSX D 1.0%
BDX F 1.0%
TGT C 1.0%
PYPL B 1.0%
PNC B 1.0%
MMM B 1.0%
MSI C 1.0%
CDNS D 1.0%
ITW B 1.0%
SNPS D 1.0%
PH B 1.0%
WELL B 1.0%
HCA B 1.0%
CME C 1.0%
MCO A 1.0%
TT B 1.0%
INTC F 1.0%
EQIX B 1.0%
CL C 1.0%
ZTS B 1.0%
SHW B 1.0%
ICE B 1.0%
SCHW D 1.0%
UPS D 1.0%
NKE D 1.0%
BMY C 1.0%
LRCX F 1.0%
MDLZ B 1.0%
DE B 1.0%
CI C 1.0%
GILD B 1.0%
ADI D 1.0%
AMT C 1.0%
CB B 1.0%
SBUX C 1.0%
MMC C 1.0%
ADP B 1.0%
MS D 1.0%
PLD C 1.0%
ETN C 1.0%
VRTX D 1.0%
ELV C 1.0%
BLK A 1.0%
BKNG B 1.0%
LOW B 1.0%
PGR A 1.0%
AXP B 1.0%
AMAT D 1.0%
UNP B 1.0%
DIS D 1.0%
CAT C 1.0%
SPGI B 1.0%
AMGN B 1.0%
TXN C 1.0%
INTU D 1.0%
NOW A 1.0%
DHR B 1.0%
VZ B 1.0%
IBM B 1.0%
CSCO B 1.0%
MCD C 1.0%
ACN C 1.0%
LIN B 1.0%
PEP C 1.0%
AMD F 1.0%
CRM D 1.0%
ADBE D 1.0%
ORCL B 1.0%
KO B 1.0%
MRK D 1.0%
ABBV C 1.0%
HD B 1.0%
MA B 1.0%
PG C 1.0%
V B 1.0%
TSLA C 1.0%
DSI Underweight 6 Positions Relative to IWB
Symbol Grade Weight
AAPL D -6.41%
AMZN C -3.19%
META A -2.2%
BRK.A C -1.68%
LLY C -1.57%
AVGO C -1.42%
Compare ETFs