DSI vs. IWP ETF Comparison

Comparison of iShares KLD 400 Social Index Fund (DSI) to iShares Russell Midcap Growth ETF (IWP)
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

$101.53

Average Daily Volume

99,610

Number of Holdings *

402

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

iShares Russell Midcap Growth ETF

IWP Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. 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 Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$108.35

Average Daily Volume

950,825

Number of Holdings *

286

* may have additional holdings in another (foreign) market
Performance
Period DSI IWP
30 Days 3.77% 3.98%
60 Days -4.29% -2.55%
90 Days -0.43% -0.11%
12 Months 20.49% 14.17%
72 Overlapping Holdings
Symbol Grade Weight in DSI Weight in IWP Overlap
AJG A 1.0% 1.0% 1.0%
ALGN F 1.0% 1.0% 1.0%
ALL B 1.0% 1.0% 1.0%
ALLY C 1.0% 1.0% 1.0%
AMP B 1.0% 1.0% 1.0%
AVY B 1.0% 1.0% 1.0%
BLDR C 1.0% 1.0% 1.0%
BR C 1.0% 1.0% 1.0%
CAH A 1.0% 1.0% 1.0%
CAR F 1.0% 1.0% 1.0%
CGNX D 1.0% 1.0% 1.0%
CHH C 1.0% 1.0% 1.0%
CLX A 1.0% 1.0% 1.0%
COR B 1.0% 1.0% 1.0%
DECK C 1.0% 1.0% 1.0%
DPZ D 1.0% 1.0% 1.0%
DRI A 1.0% 1.0% 1.0%
DVA B 1.0% 1.0% 1.0%
DXCM F 1.0% 1.0% 1.0%
EME C 1.0% 1.0% 1.0%
EQH C 1.0% 1.0% 1.0%
EXPD D 1.0% 1.0% 1.0%
FAST D 1.0% 1.0% 1.0%
FDS C 1.0% 1.0% 1.0%
FERG D 1.0% 1.0% 1.0%
FICO A 1.0% 1.0% 1.0%
GWRE A 1.0% 1.0% 1.0%
GWW C 1.0% 1.0% 1.0%
HAS B 1.0% 1.0% 1.0%
HLT C 1.0% 1.0% 1.0%
HPQ D 1.0% 1.0% 1.0%
HUBS F 1.0% 1.0% 1.0%
IDXX D 1.0% 1.0% 1.0%
IQV B 1.0% 1.0% 1.0%
IRM B 1.0% 1.0% 1.0%
JLL B 1.0% 1.0% 1.0%
KMX C 1.0% 1.0% 1.0%
LECO F 1.0% 1.0% 1.0%
LII C 1.0% 1.0% 1.0%
LNG B 1.0% 1.0% 1.0%
LW D 1.0% 1.0% 1.0%
MTN C 1.0% 1.0% 1.0%
OKTA F 1.0% 1.0% 1.0%
PAYC D 1.0% 1.0% 1.0%
PODD A 1.0% 1.0% 1.0%
POOL C 1.0% 1.0% 1.0%
PTC D 1.0% 1.0% 1.0%
PWR C 1.0% 1.0% 1.0%
RCL C 1.0% 1.0% 1.0%
RMD A 1.0% 1.0% 1.0%
RNG D 1.0% 1.0% 1.0%
ROK D 1.0% 1.0% 1.0%
SEE D 1.0% 1.0% 1.0%
SPG B 1.0% 1.0% 1.0%
SYY A 1.0% 1.0% 1.0%
TDC F 1.0% 1.0% 1.0%
TRGP A 1.0% 1.0% 1.0%
TRU B 1.0% 1.0% 1.0%
TSCO B 1.0% 1.0% 1.0%
TTEK B 1.0% 1.0% 1.0%
TWLO D 1.0% 1.0% 1.0%
UHAL B 1.0% 1.0% 1.0%
UHAL B 1.0% 1.0% 1.0%
ULTA D 1.0% 1.0% 1.0%
URI C 1.0% 1.0% 1.0%
VEEV A 1.0% 1.0% 1.0%
VLTO B 1.0% 1.0% 1.0%
WAT B 1.0% 1.0% 1.0%
WSM D 1.0% 1.0% 1.0%
WST D 1.0% 1.0% 1.0%
WU C 1.0% 1.0% 1.0%
ZBRA C 1.0% 1.0% 1.0%
DSI Overweight 331 Positions Relative to IWP
Symbol Grade Weight
CMP F 1.0%
RDUS F 1.0%
HOUS C 1.0%
ACCO C 1.0%
HSII B 1.0%
ETD B 1.0%
KELYA D 1.0%
HAIN B 1.0%
SCHL D 1.0%
DLX D 1.0%
MD B 1.0%
CLB F 1.0%
UNFI A 1.0%
JACK F 1.0%
ODP F 1.0%
TILE B 1.0%
WWW A 1.0%
UA B 1.0%
SCS C 1.0%
XRX D 1.0%
TDOC F 1.0%
BKE B 1.0%
UAA 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%
HBI B 1.0%
JWN A 1.0%
KSS F 1.0%
MTX D 1.0%
ARCB F 1.0%
HNI B 1.0%
BOH B 1.0%
ZI F 1.0%
AVA B 1.0%
COLM B 1.0%
NWL A 1.0%
CATY B 1.0%
ICFI B 1.0%
LCID B 1.0%
MAC B 1.0%
GVA B 1.0%
MAN D 1.0%
CDP B 1.0%
PCH C 1.0%
SIG F 1.0%
IBOC C 1.0%
SEM D 1.0%
ORA C 1.0%
CPRI C 1.0%
ASGN D 1.0%
FUL C 1.0%
LUV A 1.0%
ITRI D 1.0%
AN C 1.0%
AL D 1.0%
NJR A 1.0%
GAP F 1.0%
MDU D 1.0%
HOG B 1.0%
UGI C 1.0%
XRAY D 1.0%
TKR D 1.0%
WHR D 1.0%
LNC C 1.0%
EXPO B 1.0%
ST D 1.0%
SON A 1.0%
IVZ C 1.0%
PVH F 1.0%
LUMN B 1.0%
BEN F 1.0%
AGCO F 1.0%
VFC B 1.0%
R C 1.0%
ONB C 1.0%
FLS C 1.0%
DAR D 1.0%
JAZZ D 1.0%
RHI D 1.0%
MAT C 1.0%
NOV F 1.0%
ZION C 1.0%
DAL D 1.0%
MTH B 1.0%
MIDD D 1.0%
VOYA B 1.0%
DINO F 1.0%
CMA B 1.0%
AYI C 1.0%
AIT C 1.0%
BWA D 1.0%
AXTA C 1.0%
ALV D 1.0%
MHK B 1.0%
KNX D 1.0%
NYT C 1.0%
MOS F 1.0%
FRT A 1.0%
INGR A 1.0%
CNH C 1.0%
HSIC C 1.0%
GME C 1.0%
ARMK A 1.0%
AOS D 1.0%
HRL A 1.0%
MKTX A 1.0%
ALB F 1.0%
FBIN B 1.0%
CPB A 1.0%
RIVN F 1.0%
WTRG D 1.0%
LKQ D 1.0%
FTI D 1.0%
BXP A 1.0%
TECH D 1.0%
HST D 1.0%
CHRW B 1.0%
FFIV B 1.0%
ALLE B 1.0%
FLEX C 1.0%
SJM A 1.0%
GGG D 1.0%
TRMB D 1.0%
UDR B 1.0%
OC D 1.0%
JBHT C 1.0%
PNR B 1.0%
BG D 1.0%
SNA D 1.0%
IEX D 1.0%
GEN B 1.0%
NI A 1.0%
AKAM D 1.0%
SWK B 1.0%
KEY B 1.0%
L B 1.0%
CAG A 1.0%
DOC B 1.0%
IP B 1.0%
SWKS D 1.0%
BMRN D 1.0%
MAS B 1.0%
DGX B 1.0%
WBD D 1.0%
NTRS B 1.0%
PFG D 1.0%
HOLX A 1.0%
LH B 1.0%
CFG B 1.0%
APTV D 1.0%
OMC B 1.0%
SYF C 1.0%
ATO A 1.0%
STX D 1.0%
BALL A 1.0%
CMS A 1.0%
BBY A 1.0%
ILMN B 1.0%
RF B 1.0%
MKC A 1.0%
EL F 1.0%
HBAN B 1.0%
COO A 1.0%
ZBH D 1.0%
FSLR C 1.0%
K A 1.0%
HPE D 1.0%
TROW D 1.0%
STE A 1.0%
ES A 1.0%
DOV C 1.0%
LYB D 1.0%
SBAC A 1.0%
VTR A 1.0%
KEYS C 1.0%
FTV D 1.0%
EQR B 1.0%
STT B 1.0%
CHD A 1.0%
HAL F 1.0%
TEAM F 1.0%
IFF A 1.0%
ANSS D 1.0%
GRMN B 1.0%
MTB B 1.0%
AWK A 1.0%
WAB B 1.0%
BIIB D 1.0%
PPG D 1.0%
MTD C 1.0%
WTW A 1.0%
ADM D 1.0%
DELL F 1.0%
ON D 1.0%
XYL D 1.0%
NDAQ A 1.0%
AVB B 1.0%
KHC A 1.0%
DFS C 1.0%
GLW C 1.0%
BKR D 1.0%
HIG B 1.0%
CBRE B 1.0%
IR D 1.0%
ED A 1.0%
KR C 1.0%
EA C 1.0%
CTSH B 1.0%
EXC A 1.0%
CNC D 1.0%
EW F 1.0%
KDP A 1.0%
CMI B 1.0%
A B 1.0%
MCHP D 1.0%
GIS A 1.0%
PRU C 1.0%
CPRT D 1.0%
HUM D 1.0%
VLO D 1.0%
TEL C 1.0%
FIS A 1.0%
JCI C 1.0%
PCAR D 1.0%
DLR D 1.0%
FTNT B 1.0%
CCI A 1.0%
KMB A 1.0%
BK B 1.0%
SRE B 1.0%
TRV A 1.0%
OKE A 1.0%
WDAY C 1.0%
ADSK B 1.0%
PSX D 1.0%
CARR B 1.0%
MAR D 1.0%
NSC B 1.0%
TFC B 1.0%
CRH B 1.0%
ROP C 1.0%
MPC D 1.0%
NEM B 1.0%
NXPI D 1.0%
APD B 1.0%
ECL B 1.0%
CSX D 1.0%
BDX D 1.0%
CDNS D 1.0%
TGT B 1.0%
PYPL B 1.0%
PNC B 1.0%
ITW C 1.0%
MMM B 1.0%
MSI B 1.0%
SNPS D 1.0%
PH B 1.0%
WELL A 1.0%
TT B 1.0%
EQIX B 1.0%
HCA B 1.0%
CME A 1.0%
MCO B 1.0%
INTC F 1.0%
CL A 1.0%
ZTS A 1.0%
SHW B 1.0%
UPS F 1.0%
ICE A 1.0%
SCHW D 1.0%
NKE C 1.0%
GILD A 1.0%
LRCX F 1.0%
BMY B 1.0%
MDLZ A 1.0%
CI B 1.0%
DE B 1.0%
SBUX B 1.0%
ADI C 1.0%
AMT A 1.0%
ADP B 1.0%
CB A 1.0%
MMC A 1.0%
ETN D 1.0%
PLD B 1.0%
VRTX D 1.0%
MS C 1.0%
ELV B 1.0%
BKNG C 1.0%
BLK B 1.0%
LOW B 1.0%
AXP B 1.0%
PGR A 1.0%
AMAT F 1.0%
UNP B 1.0%
DIS F 1.0%
CAT C 1.0%
SPGI A 1.0%
NOW B 1.0%
INTU D 1.0%
VZ B 1.0%
AMGN C 1.0%
DHR B 1.0%
TXN C 1.0%
IBM A 1.0%
CSCO B 1.0%
MCD A 1.0%
ACN A 1.0%
LIN B 1.0%
AMD F 1.0%
ORCL A 1.0%
CRM D 1.0%
PEP A 1.0%
ADBE B 1.0%
KO B 1.0%
MRK D 1.0%
ABBV B 1.0%
HD B 1.0%
MA B 1.0%
PG A 1.0%
V A 1.0%
TSLA D 1.0%
GOOG D 1.0%
GOOGL D 1.0%
NVDA D 1.0%
MSFT D 1.0%
DSI Underweight 214 Positions Relative to IWP
Symbol Grade Weight
ALAB F -1.0%
FTRE F -1.0%
TRIP F -1.0%
PYCR C -1.0%
PPC B -1.0%
CC F -1.0%
LBRDA C -1.0%
IRDM D -1.0%
MSGS B -1.0%
DOCS B -1.0%
UI B -1.0%
RLI B -1.0%
NFE F -1.0%
MKSI F -1.0%
SAM D -1.0%
AAL C -1.0%
MTDR F -1.0%
SPR D -1.0%
WH A -1.0%
WYNN D -1.0%
FWONA C -1.0%
UWMC B -1.0%
EPAM C -1.0%
DJT F -1.0%
SSD D -1.0%
HLI B -1.0%
RH F -1.0%
BPOP B -1.0%
INCY C -1.0%
LOAR B -1.0%
WEX C -1.0%
KBR C -1.0%
SKX B -1.0%
CHE C -1.0%
S D -1.0%
DAY C -1.0%
H C -1.0%
BLD D -1.0%
JBL F -1.0%
VRSN C -1.0%
TPG B -1.0%
YETI D -1.0%
BROS D -1.0%
RGEN C -1.0%
BFAM B -1.0%
SN A -1.0%
EQT D -1.0%
TKO B -1.0%
DKS C -1.0%
VNOM B -1.0%
ROKU C -1.0%
MSTR F -1.0%
SOFI D -1.0%
LOPE D -1.0%
BILL C -1.0%
WEN C -1.0%
NCNO D -1.0%
CROX C -1.0%
TXG D -1.0%
DV F -1.0%
PFGC B -1.0%
LBRDK C -1.0%
HRB B -1.0%
CIVI F -1.0%
MLM D -1.0%
AWI C -1.0%
DBX D -1.0%
BWXT C -1.0%
AM C -1.0%
PR D -1.0%
FRPT B -1.0%
CLF F -1.0%
NXST D -1.0%
WSC D -1.0%
U D -1.0%
CACC F -1.0%
SITE C -1.0%
CASY C -1.0%
FIVN F -1.0%
HWM B -1.0%
HCP B -1.0%
MASI D -1.0%
ONTO D -1.0%
CSL C -1.0%
LAMR B -1.0%
EG B -1.0%
LYFT F -1.0%
JEF B -1.0%
PEGA B -1.0%
RPM A -1.0%
FIVE F -1.0%
GEHC B -1.0%
CE F -1.0%
PLNT A -1.0%
HSY A -1.0%
WMS D -1.0%
APLS C -1.0%
ETSY F -1.0%
FND C -1.0%
AZEK D -1.0%
PATH D -1.0%
NTNX A -1.0%
LPX B -1.0%
GNRC C -1.0%
EXAS B -1.0%
OLED D -1.0%
BRKR C -1.0%
MKL C -1.0%
RARE B -1.0%
FOUR B -1.0%
LAZ B -1.0%
CFLT F -1.0%
APPF D -1.0%
CNM F -1.0%
TW B -1.0%
INSP A -1.0%
VVV D -1.0%
LSCC F -1.0%
CVNA C -1.0%
GTLB C -1.0%
FWONK C -1.0%
SAIA D -1.0%
SMAR A -1.0%
PCOR F -1.0%
EXEL B -1.0%
GLOB C -1.0%
AAON C -1.0%
EXP B -1.0%
VKTX C -1.0%
RYAN B -1.0%
CELH F -1.0%
IONS D -1.0%
TREX F -1.0%
PCTY C -1.0%
BSY D -1.0%
NRG C -1.0%
ITCI C -1.0%
PEN C -1.0%
EFX B -1.0%
WFRD F -1.0%
DUOL B -1.0%
NCLH D -1.0%
ELF F -1.0%
VMC D -1.0%
MORN C -1.0%
CAVA B -1.0%
ESTC F -1.0%
TPX D -1.0%
OWL D -1.0%
MEDP D -1.0%
MUSA B -1.0%
CHDN D -1.0%
LNW B -1.0%
KNSL B -1.0%
TOST D -1.0%
BRO A -1.0%
NTAP D -1.0%
TXRH D -1.0%
HEI B -1.0%
WING C -1.0%
ROST B -1.0%
DOCU A -1.0%
FIX C -1.0%
SRPT D -1.0%
PSTG F -1.0%
NBIX D -1.0%
MOH C -1.0%
DT A -1.0%
XPO D -1.0%
NTRA B -1.0%
LVS D -1.0%
ROL B -1.0%
YUM B -1.0%
PAYX B -1.0%
DKNG D -1.0%
CDW D -1.0%
LYV D -1.0%
SQ D -1.0%
ENPH D -1.0%
HEI B -1.0%
MANH B -1.0%
TPL C -1.0%
LPLA D -1.0%
MDB C -1.0%
ENTG D -1.0%
BURL B -1.0%
EXPE C -1.0%
ZS F -1.0%
PINS F -1.0%
TER D -1.0%
BAH B -1.0%
TYL A -1.0%
CPAY B -1.0%
SMCI F -1.0%
RBLX B -1.0%
GDDY C -1.0%
APP B -1.0%
NET F -1.0%
HES F -1.0%
CPNG B -1.0%
ARES C -1.0%
MSCI B -1.0%
AXON B -1.0%
VRT F -1.0%
VST C -1.0%
COIN F -1.0%
ALNY C -1.0%
DDOG D -1.0%
IT B -1.0%
ODFL D -1.0%
VRSK C -1.0%
MPWR C -1.0%
TTD B -1.0%
PLTR B -1.0%
Compare ETFs