DSI vs. IWY ETF Comparison
Comparison of iShares KLD 400 Social Index Fund (DSI) to iShares Russell Top 200 Growth ETF (IWY)
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
$113.61
Average Daily Volume
99,454
Number of Holdings
*
402
* may have additional holdings in another (foreign) market
IWY
iShares Russell Top 200 Growth ETF
IWY Description
The investment seeks to track the investment results of an index composed of large-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 Top 200 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$228.53
Average Daily Volume
255,415
Number of Holdings
*
104
* may have additional holdings in another (foreign) market
Performance
| Period | DSI | IWY |
|---|---|---|
| 30 Days | 3.90% | 3.21% |
| 60 Days | 5.62% | 4.64% |
| 90 Days | 6.91% | 6.06% |
| 12 Months | 32.55% | 35.63% |
61 Overlapping Holdings
| Symbol | Grade | Weight in DSI | Weight in IWY | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 1.06% | 0.5% | 0.5% | |
| ADBE | C | 0.81% | 0.88% | 0.81% | |
| ADP | B | 0.44% | 0.45% | 0.44% | |
| ADSK | A | 0.23% | 0.25% | 0.23% | |
| AMAT | F | 0.51% | 0.51% | 0.51% | |
| AMD | F | 0.79% | 0.56% | 0.56% | |
| AMGN | D | 0.55% | 0.47% | 0.47% | |
| AMT | D | 0.33% | 0.36% | 0.33% | |
| AXP | A | 0.6% | 0.24% | 0.24% | |
| BKNG | A | 0.62% | 0.63% | 0.62% | |
| CAT | B | 0.68% | 0.1% | 0.1% | |
| CDNS | B | 0.29% | 0.31% | 0.29% | |
| CI | F | 0.33% | 0.03% | 0.03% | |
| CL | D | 0.27% | 0.16% | 0.16% | |
| CPRT | A | 0.18% | 0.18% | 0.18% | |
| CRM | B | 1.15% | 1.02% | 1.02% | |
| DELL | C | 0.14% | 0.02% | 0.02% | |
| ECL | D | 0.23% | 0.21% | 0.21% | |
| EL | F | 0.05% | 0.02% | 0.02% | |
| ELV | F | 0.34% | 0.06% | 0.06% | |
| EQIX | A | 0.31% | 0.02% | 0.02% | |
| EW | C | 0.15% | 0.03% | 0.03% | |
| FTNT | C | 0.22% | 0.19% | 0.19% | |
| GOOG | C | 3.2% | 3.37% | 3.2% | |
| GOOGL | C | 3.69% | 3.99% | 3.69% | |
| HCA | F | 0.25% | 0.06% | 0.06% | |
| HD | A | 1.48% | 1.27% | 1.27% | |
| INTU | C | 0.7% | 0.74% | 0.7% | |
| ITW | B | 0.29% | 0.12% | 0.12% | |
| KMB | D | 0.16% | 0.07% | 0.07% | |
| KO | D | 0.92% | 0.54% | 0.54% | |
| LRCX | F | 0.33% | 0.36% | 0.33% | |
| MA | C | 1.58% | 1.7% | 1.58% | |
| MCD | D | 0.77% | 0.05% | 0.05% | |
| MCO | B | 0.28% | 0.29% | 0.28% | |
| MMC | B | 0.4% | 0.06% | 0.06% | |
| MMM | D | 0.26% | 0.05% | 0.05% | |
| MRK | F | 0.89% | 0.96% | 0.89% | |
| MS | A | 0.6% | 0.04% | 0.04% | |
| MSFT | F | 10.68% | 12.14% | 10.68% | |
| MSI | B | 0.3% | 0.15% | 0.15% | |
| NKE | D | 0.34% | 0.22% | 0.22% | |
| NOW | A | 0.76% | 0.82% | 0.76% | |
| NVDA | C | 12.73% | 13.07% | 12.73% | |
| ORCL | B | 1.11% | 1.13% | 1.11% | |
| PEP | F | 0.79% | 0.68% | 0.68% | |
| PG | A | 1.46% | 0.35% | 0.35% | |
| PGR | A | 0.55% | 0.5% | 0.5% | |
| SBUX | A | 0.41% | 0.34% | 0.34% | |
| SCHW | B | 0.44% | 0.05% | 0.05% | |
| SHW | A | 0.33% | 0.32% | 0.32% | |
| SNPS | B | 0.29% | 0.31% | 0.29% | |
| TEAM | A | 0.14% | 0.15% | 0.14% | |
| TSLA | B | 3.36% | 3.51% | 3.36% | |
| TT | A | 0.34% | 0.12% | 0.12% | |
| TXN | C | 0.67% | 0.09% | 0.09% | |
| UNP | C | 0.52% | 0.27% | 0.27% | |
| V | A | 1.78% | 1.92% | 1.78% | |
| VRTX | F | 0.44% | 0.24% | 0.24% | |
| WDAY | B | 0.2% | 0.22% | 0.2% | |
| ZTS | D | 0.29% | 0.26% | 0.26% |
DSI Overweight 341 Positions Relative to IWY
| Symbol | Grade | Weight | |
|---|---|---|---|
| CSCO | B | 0.84% | |
| ACN | C | 0.81% | |
| LIN | D | 0.79% | |
| DIS | B | 0.76% | |
| IBM | C | 0.69% | |
| VZ | C | 0.64% | |
| SPGI | C | 0.59% | |
| BLK | C | 0.57% | |
| LOW | D | 0.56% | |
| DHR | F | 0.56% | |
| ETN | A | 0.52% | |
| BMY | B | 0.42% | |
| GILD | C | 0.4% | |
| CB | C | 0.4% | |
| INTC | D | 0.38% | |
| DE | A | 0.38% | |
| PLD | D | 0.38% | |
| ADI | D | 0.37% | |
| UPS | C | 0.36% | |
| ICE | C | 0.33% | |
| PH | A | 0.33% | |
| MDLZ | F | 0.32% | |
| PYPL | B | 0.31% | |
| WELL | A | 0.3% | |
| CME | A | 0.3% | |
| PNC | B | 0.3% | |
| TGT | F | 0.26% | |
| APD | A | 0.26% | |
| CRH | A | 0.25% | |
| MAR | B | 0.25% | |
| CSX | B | 0.25% | |
| BDX | F | 0.24% | |
| HLT | A | 0.23% | |
| TFC | A | 0.23% | |
| OKE | A | 0.23% | |
| AJG | B | 0.23% | |
| NSC | B | 0.22% | |
| TRV | B | 0.22% | |
| CARR | D | 0.22% | |
| RCL | A | 0.21% | |
| JCI | C | 0.21% | |
| BK | A | 0.21% | |
| SRE | A | 0.21% | |
| DLR | B | 0.21% | |
| SPG | B | 0.21% | |
| ROP | B | 0.21% | |
| PCAR | B | 0.21% | |
| PSX | C | 0.2% | |
| NXPI | D | 0.2% | |
| MPC | D | 0.2% | |
| URI | B | 0.2% | |
| FICO | B | 0.2% | |
| AMP | A | 0.2% | |
| ALL | A | 0.19% | |
| GWW | B | 0.19% | |
| LNG | B | 0.18% | |
| FIS | C | 0.18% | |
| CMI | A | 0.18% | |
| TEL | B | 0.17% | |
| PRU | A | 0.17% | |
| VLO | C | 0.17% | |
| FAST | B | 0.17% | |
| NEM | D | 0.17% | |
| PWR | A | 0.17% | |
| BKR | B | 0.16% | |
| COR | B | 0.16% | |
| DFS | B | 0.16% | |
| CCI | D | 0.16% | |
| FERG | B | 0.15% | |
| EA | A | 0.15% | |
| IR | B | 0.15% | |
| TRGP | B | 0.15% | |
| A | D | 0.14% | |
| SYY | B | 0.14% | |
| GLW | B | 0.14% | |
| CTSH | B | 0.14% | |
| EXC | C | 0.14% | |
| KR | B | 0.14% | |
| CBRE | B | 0.14% | |
| RMD | C | 0.13% | |
| WAB | B | 0.13% | |
| IDXX | F | 0.13% | |
| HIG | B | 0.13% | |
| IQV | D | 0.13% | |
| GIS | D | 0.13% | |
| MTB | A | 0.13% | |
| HPQ | B | 0.13% | |
| WTW | B | 0.12% | |
| GRMN | B | 0.12% | |
| ROK | B | 0.12% | |
| AVB | B | 0.12% | |
| VEEV | C | 0.12% | |
| HUBS | A | 0.12% | |
| HUM | C | 0.12% | |
| ED | D | 0.12% | |
| IRM | D | 0.12% | |
| MCHP | D | 0.12% | |
| NDAQ | A | 0.12% | |
| KDP | D | 0.12% | |
| PPG | F | 0.11% | |
| CAH | B | 0.11% | |
| ANSS | B | 0.11% | |
| XYL | D | 0.11% | |
| TSCO | D | 0.11% | |
| DXCM | D | 0.11% | |
| CNC | D | 0.11% | |
| KEYS | A | 0.1% | |
| AWK | D | 0.1% | |
| HAL | C | 0.1% | |
| ADM | D | 0.1% | |
| FTV | C | 0.1% | |
| TROW | B | 0.1% | |
| CHD | B | 0.1% | |
| DECK | A | 0.1% | |
| BR | A | 0.1% | |
| HPE | B | 0.1% | |
| DOV | A | 0.1% | |
| ON | D | 0.1% | |
| KHC | F | 0.1% | |
| STT | A | 0.1% | |
| EME | C | 0.09% | |
| SBAC | D | 0.09% | |
| RF | A | 0.09% | |
| EQR | B | 0.09% | |
| MTD | D | 0.09% | |
| VLTO | D | 0.09% | |
| SYF | B | 0.09% | |
| HBAN | A | 0.09% | |
| VTR | C | 0.09% | |
| CLX | B | 0.08% | |
| WAT | B | 0.08% | |
| WBD | C | 0.08% | |
| CFG | B | 0.08% | |
| ILMN | D | 0.08% | |
| BLDR | D | 0.08% | |
| LYB | F | 0.08% | |
| ES | D | 0.08% | |
| STE | F | 0.08% | |
| NTRS | A | 0.08% | |
| IFF | D | 0.08% | |
| ATO | A | 0.08% | |
| K | A | 0.08% | |
| PTC | A | 0.08% | |
| WST | C | 0.08% | |
| ZBH | C | 0.08% | |
| BIIB | F | 0.08% | |
| KEY | B | 0.07% | |
| PODD | C | 0.07% | |
| HOLX | D | 0.07% | |
| FDS | B | 0.07% | |
| MKC | D | 0.07% | |
| TRU | D | 0.07% | |
| SNA | A | 0.07% | |
| BALL | D | 0.07% | |
| IP | B | 0.07% | |
| BBY | D | 0.07% | |
| OMC | C | 0.07% | |
| FSLR | F | 0.07% | |
| STX | D | 0.07% | |
| LII | A | 0.07% | |
| ZBRA | B | 0.07% | |
| LH | C | 0.07% | |
| COO | D | 0.07% | |
| DRI | B | 0.07% | |
| PFG | D | 0.07% | |
| CMS | C | 0.07% | |
| GWRE | A | 0.06% | |
| EQH | B | 0.06% | |
| TWLO | A | 0.06% | |
| L | A | 0.06% | |
| AVY | D | 0.06% | |
| ALGN | D | 0.06% | |
| NI | A | 0.06% | |
| GEN | B | 0.06% | |
| WSM | B | 0.06% | |
| OC | A | 0.06% | |
| EXPD | D | 0.06% | |
| IEX | B | 0.06% | |
| MAS | D | 0.06% | |
| TRMB | B | 0.06% | |
| ULTA | F | 0.06% | |
| PNR | A | 0.06% | |
| DGX | A | 0.06% | |
| JLL | D | 0.05% | |
| CHRW | C | 0.05% | |
| CAG | D | 0.05% | |
| BG | F | 0.05% | |
| SWK | D | 0.05% | |
| AKAM | D | 0.05% | |
| SWKS | F | 0.05% | |
| UDR | B | 0.05% | |
| POOL | C | 0.05% | |
| FFIV | B | 0.05% | |
| APTV | D | 0.05% | |
| DOC | D | 0.05% | |
| FLEX | A | 0.05% | |
| DPZ | C | 0.05% | |
| JBHT | C | 0.05% | |
| GGG | B | 0.05% | |
| MKTX | D | 0.04% | |
| ALLY | C | 0.04% | |
| WTRG | B | 0.04% | |
| AYI | B | 0.04% | |
| LKQ | D | 0.04% | |
| AIT | A | 0.04% | |
| DAL | C | 0.04% | |
| TECH | D | 0.04% | |
| GME | C | 0.04% | |
| LW | C | 0.04% | |
| TTEK | F | 0.04% | |
| PAYC | B | 0.04% | |
| SJM | D | 0.04% | |
| BXP | D | 0.04% | |
| LECO | B | 0.04% | |
| OKTA | C | 0.04% | |
| BMRN | D | 0.04% | |
| HST | C | 0.04% | |
| ALB | C | 0.04% | |
| KMX | B | 0.04% | |
| ALLE | D | 0.04% | |
| FTI | A | 0.04% | |
| R | B | 0.03% | |
| JAZZ | B | 0.03% | |
| MIDD | C | 0.03% | |
| RIVN | F | 0.03% | |
| ALV | C | 0.03% | |
| MHK | D | 0.03% | |
| RHI | B | 0.03% | |
| FLS | B | 0.03% | |
| BWA | D | 0.03% | |
| NYT | C | 0.03% | |
| HAS | D | 0.03% | |
| VOYA | B | 0.03% | |
| CPB | D | 0.03% | |
| MOS | F | 0.03% | |
| DVA | B | 0.03% | |
| FRT | B | 0.03% | |
| LUMN | C | 0.03% | |
| AOS | F | 0.03% | |
| HRL | D | 0.03% | |
| ZION | B | 0.03% | |
| KNX | B | 0.03% | |
| HSIC | B | 0.03% | |
| AXTA | A | 0.03% | |
| ARMK | B | 0.03% | |
| INGR | B | 0.03% | |
| CMA | A | 0.03% | |
| FBIN | D | 0.03% | |
| CNH | C | 0.03% | |
| FUL | F | 0.02% | |
| HOG | D | 0.02% | |
| CHH | A | 0.02% | |
| ORA | B | 0.02% | |
| AN | C | 0.02% | |
| SIG | B | 0.02% | |
| GVA | A | 0.02% | |
| GAP | C | 0.02% | |
| ST | F | 0.02% | |
| NJR | A | 0.02% | |
| LUV | C | 0.02% | |
| SON | D | 0.02% | |
| EXPO | D | 0.02% | |
| TKR | D | 0.02% | |
| UGI | A | 0.02% | |
| AL | B | 0.02% | |
| ITRI | B | 0.02% | |
| SEE | C | 0.02% | |
| PVH | C | 0.02% | |
| UHAL | D | 0.02% | |
| IVZ | B | 0.02% | |
| AGCO | D | 0.02% | |
| LNC | B | 0.02% | |
| WHR | B | 0.02% | |
| BEN | C | 0.02% | |
| NOV | C | 0.02% | |
| MAT | D | 0.02% | |
| MTH | D | 0.02% | |
| VFC | C | 0.02% | |
| MTN | C | 0.02% | |
| ONB | B | 0.02% | |
| DINO | D | 0.02% | |
| CGNX | C | 0.02% | |
| DAR | C | 0.02% | |
| TILE | B | 0.01% | |
| TDOC | C | 0.01% | |
| TNC | D | 0.01% | |
| BKE | B | 0.01% | |
| PDCO | D | 0.01% | |
| LZB | B | 0.01% | |
| WWW | B | 0.01% | |
| LCID | F | 0.01% | |
| CABO | C | 0.01% | |
| CAR | C | 0.01% | |
| UAA | C | 0.01% | |
| FL | F | 0.01% | |
| KSS | F | 0.01% | |
| JWN | C | 0.01% | |
| WLY | B | 0.01% | |
| CPRI | F | 0.01% | |
| MTX | B | 0.01% | |
| ICFI | F | 0.01% | |
| ZI | D | 0.01% | |
| HNI | B | 0.01% | |
| ARCB | C | 0.01% | |
| RNG | B | 0.01% | |
| AVA | A | 0.01% | |
| HBI | B | 0.01% | |
| TDC | D | 0.01% | |
| MAN | D | 0.01% | |
| BOH | B | 0.01% | |
| COLM | B | 0.01% | |
| WU | D | 0.01% | |
| PCH | D | 0.01% | |
| CDP | C | 0.01% | |
| NWL | B | 0.01% | |
| MDU | D | 0.01% | |
| CATY | B | 0.01% | |
| XRAY | F | 0.01% | |
| IBOC | A | 0.01% | |
| SEM | B | 0.01% | |
| ASGN | F | 0.01% | |
| MAC | B | 0.01% | |
| HOUS | D | 0.0% | |
| RDUS | C | 0.0% | |
| KELYA | F | 0.0% | |
| ACCO | C | 0.0% | |
| CMP | C | 0.0% | |
| SCHL | D | 0.0% | |
| ETD | C | 0.0% | |
| HAIN | C | 0.0% | |
| HSII | B | 0.0% | |
| ODP | F | 0.0% | |
| JACK | D | 0.0% | |
| CLB | B | 0.0% | |
| DLX | B | 0.0% | |
| XRX | F | 0.0% | |
| SCS | C | 0.0% | |
| MD | B | 0.0% | |
| MODG | F | 0.0% | |
| UNFI | A | 0.0% | |
| UA | C | 0.0% |
DSI Underweight 43 Positions Relative to IWY
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -12.86% | |
| AMZN | C | -7.41% | |
| META | D | -4.78% | |
| AVGO | D | -2.95% | |
| LLY | F | -2.35% | |
| COST | B | -1.58% | |
| NFLX | A | -1.39% | |
| ISRG | A | -0.73% | |
| QCOM | F | -0.66% | |
| UBER | D | -0.58% | |
| BX | A | -0.5% | |
| PANW | C | -0.47% | |
| ANET | C | -0.38% | |
| WM | A | -0.34% | |
| KLAC | D | -0.33% | |
| TJX | A | -0.32% | |
| CMG | B | -0.31% | |
| CRWD | B | -0.3% | |
| CTAS | B | -0.28% | |
| APO | B | -0.25% | |
| ORLY | B | -0.25% | |
| ABNB | C | -0.23% | |
| GS | A | -0.2% | |
| DASH | A | -0.2% | |
| APH | A | -0.19% | |
| AZO | C | -0.19% | |
| SNOW | C | -0.16% | |
| GE | D | -0.16% | |
| SYK | C | -0.16% | |
| UNH | C | -0.15% | |
| FI | A | -0.15% | |
| LULU | C | -0.15% | |
| LMT | D | -0.14% | |
| MCK | B | -0.13% | |
| MNST | C | -0.12% | |
| KKR | A | -0.11% | |
| HON | B | -0.09% | |
| BA | F | -0.06% | |
| TDG | D | -0.05% | |
| CEG | D | -0.04% | |
| REGN | F | -0.03% | |
| PSA | D | -0.03% | |
| MRVL | B | -0.02% |
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
IWY: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Capital Markets
Drug Manufacturers - Major
Household & Personal Products
Aerospace & Defense
Asset Management
Beverages - Soft Drinks
Business Services
Credit Services
Diversified Industrials
Health Care Plans
Internet Content & Information
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Apparel Stores
Biotechnology
Computer Systems
Compare ETFs
