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      EFIV vs. USCL ETF Comparison

      Comparison of SPDR S&P 500 ESG ETF (EFIV) to iShares Climate Conscious & Transition MSCI USA ETF (USCL)
      EFIV

      SPDR S&P 500 ESG ETF

      EFIV Description

      • Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

      Grade (RS Rating)

      Last Trade

      $57.77

      Average Daily Volume

      109,257

      Number of Holdings *

      313

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

      iShares Climate Conscious & Transition MSCI USA ETF

      USCL Description The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $71.65

      Average Daily Volume

      2,806

      Number of Holdings *

      296

      * may have additional holdings in another (foreign) market
      Performance
      Period EFIV USCL
      30 Days 2.81% 3.79%
      60 Days 4.79% 5.19%
      90 Days 5.59% 7.34%
      12 Months 30.64% 35.52%
      186 Overlapping Holdings
      Symbol Grade Weight in EFIV Weight in USCL Overlap
      A D 0.11% 0.1% 0.1%
      AAPL C 9.53% 5.23% 5.23%
      ABBV D 0.84% 0.81% 0.81%
      ABT B 0.56% 0.54% 0.54%
      ACGL D 0.11% 0.1% 0.1%
      ACN C 0.65% 0.61% 0.61%
      ADBE C 0.66% 0.63% 0.63%
      ADP B 0.35% 0.33% 0.33%
      ADSK A 0.19% 0.18% 0.18%
      AIG B 0.14% 0.14% 0.14%
      AJG B 0.18% 0.18% 0.18%
      AKAM D 0.04% 0.04% 0.04%
      ALB C 0.04% 0.03% 0.03%
      AMD F 0.63% 0.61% 0.61%
      AME A 0.13% 0.12% 0.12%
      AMGN D 0.45% 0.43% 0.43%
      AMT D 0.25% 0.24% 0.24%
      AON A 0.23% 0.2% 0.2%
      ARE D 0.05% 0.05% 0.05%
      AVB B 0.09% 0.09% 0.09%
      AVY D 0.05% 0.04% 0.04%
      AWK D 0.07% 0.07% 0.07%
      AXP A 0.45% 0.45% 0.45%
      BAC A 0.86% 0.87% 0.86%
      BALL D 0.05% 0.05% 0.05%
      BIIB F 0.07% 0.06% 0.06%
      BK A 0.16% 0.16% 0.16%
      BKR B 0.12% 0.12% 0.12%
      BLK C 0.4% 0.42% 0.4%
      BMY B 0.33% 0.32% 0.32%
      BR A 0.07% 0.07% 0.07%
      BSX B 0.36% 0.35% 0.35%
      BXP D 0.03% 0.03% 0.03%
      CAT B 0.52% 0.51% 0.51%
      CB C 0.3% 0.3% 0.3%
      CBOE B 0.06% 0.06% 0.06%
      CBRE B 0.11% 0.11% 0.11%
      CL D 0.21% 0.19% 0.19%
      CMCSA B 0.47% 0.46% 0.46%
      CME A 0.23% 0.22% 0.22%
      CMG B 0.23% 0.22% 0.22%
      CMI A 0.14% 0.14% 0.14%
      CPB D 0.02% 0.02% 0.02%
      CRL C 0.03% 0.03% 0.03%
      CRM B 0.92% 0.87% 0.87%
      CSCO B 0.66% 0.63% 0.63%
      CSX B 0.2% 0.19% 0.19%
      CTAS B 0.21% 0.21% 0.21%
      CTVA C 0.11% 0.11% 0.11%
      CVS D 0.19% 0.19% 0.19%
      CVX A 0.75% 0.77% 0.75%
      DAY B 0.03% 0.03% 0.03%
      DE A 0.28% 0.28% 0.28%
      DECK A 0.08% 0.07% 0.07%
      DFS B 0.12% 0.12% 0.12%
      DHR F 0.43% 0.43% 0.43%
      DIS B 0.52% 0.54% 0.52%
      DLR B 0.15% 0.16% 0.15%
      DOC D 0.04% 0.04% 0.04%
      DOV A 0.08% 0.08% 0.08%
      DVA B 0.02% 0.02% 0.02%
      EBAY D 0.08% 0.08% 0.08%
      ECL D 0.18% 0.17% 0.17%
      ED D 0.09% 0.09% 0.09%
      EL F 0.04% 0.04% 0.04%
      EMR A 0.21% 0.2% 0.2%
      EQIX A 0.24% 0.23% 0.23%
      EQR B 0.07% 0.07% 0.07%
      ES D 0.06% 0.06% 0.06%
      ETN A 0.41% 0.39% 0.39%
      EW C 0.11% 0.11% 0.11%
      EXC C 0.11% 0.1% 0.1%
      FANG D 0.09% 0.09% 0.09%
      FCX D 0.17% 0.17% 0.17%
      FDS B 0.05% 0.05% 0.05%
      FI A 0.34% 0.33% 0.33%
      FIS C 0.14% 0.13% 0.13%
      FTV C 0.07% 0.07% 0.07%
      GILD C 0.32% 0.31% 0.31%
      GIS D 0.1% 0.1% 0.1%
      GM B 0.18% 0.18% 0.18%
      GOOG C 2.42% 2.03% 2.03%
      GOOGL C 2.92% 2.33% 2.33%
      GPN B 0.08% 0.08% 0.08%
      GS A 0.52% 0.51% 0.51%
      HD A 1.13% 1.09% 1.09%
      HES B 0.11% 0.11% 0.11%
      HIG B 0.1% 0.09% 0.09%
      HLT A 0.17% 0.17% 0.17%
      HPE B 0.08% 0.07% 0.07%
      HSY F 0.08% 0.07% 0.07%
      HUBB B 0.07% 0.07% 0.07%
      HUM C 0.1% 0.09% 0.09%
      ICE C 0.25% 0.24% 0.24%
      IDXX F 0.1% 0.09% 0.09%
      IEX B 0.05% 0.05% 0.05%
      INCY C 0.04% 0.03% 0.03%
      INTC D 0.3% 0.29% 0.29%
      ITW B 0.21% 0.22% 0.21%
      JBHT C 0.04% 0.04% 0.04%
      JCI C 0.16% 0.15% 0.15%
      JKHY D 0.04% 0.03% 0.03%
      JPM A 1.91% 1.88% 1.88%
      K A 0.06% 0.06% 0.06%
      KDP D 0.11% 0.1% 0.1%
      KIM A 0.05% 0.04% 0.04%
      KMI A 0.14% 0.14% 0.14%
      KO D 0.68% 0.69% 0.68%
      LIN D 0.61% 0.59% 0.59%
      LLY F 1.79% 1.72% 1.72%
      LULU C 0.1% 0.1% 0.1%
      LVS C 0.05% 0.05% 0.05%
      MA C 1.2% 1.17% 1.17%
      MAR B 0.19% 0.19% 0.19%
      MCD D 0.59% 0.58% 0.58%
      MCO B 0.21% 0.21% 0.21%
      MDLZ F 0.25% 0.24% 0.24%
      MGM D 0.02% 0.02% 0.02%
      MKC D 0.05% 0.05% 0.05%
      MMC B 0.31% 0.3% 0.3%
      MRK F 0.7% 0.67% 0.67%
      MS A 0.46% 0.44% 0.44%
      MSFT F 8.8% 4.42% 4.42%
      MTD D 0.07% 0.07% 0.07%
      NDAQ A 0.09% 0.09% 0.09%
      NEE D 0.42% 0.42% 0.42%
      NEM D 0.13% 0.13% 0.13%
      NKE D 0.26% 0.25% 0.25%
      NSC B 0.17% 0.16% 0.16%
      NTRS A 0.06% 0.06% 0.06%
      NVDA C 10.02% 6.73% 6.73%
      OKE A 0.18% 0.17% 0.17%
      OXY D 0.1% 0.09% 0.09%
      PAYX C 0.13% 0.13% 0.13%
      PCAR B 0.17% 0.16% 0.16%
      PEG A 0.12% 0.12% 0.12%
      PEP F 0.63% 0.61% 0.61%
      PG A 1.09% 1.07% 1.07%
      PLD D 0.3% 0.29% 0.29%
      PNR A 0.05% 0.05% 0.05%
      PPG F 0.08% 0.08% 0.08%
      PWR A 0.13% 0.13% 0.13%
      PYPL B 0.25% 0.23% 0.23%
      QCOM F 0.5% 0.49% 0.49%
      REG B 0.03% 0.04% 0.03%
      REGN F 0.24% 0.23% 0.23%
      ROK B 0.09% 0.09% 0.09%
      RSG A 0.12% 0.13% 0.12%
      RVTY F 0.04% 0.04% 0.04%
      SBUX A 0.32% 0.3% 0.3%
      SCHW B 0.33% 0.33% 0.33%
      SHW A 0.25% 0.25% 0.25%
      SLB C 0.17% 0.17% 0.17%
      SPGI C 0.45% 0.44% 0.44%
      SRE A 0.16% 0.16% 0.16%
      STT A 0.08% 0.08% 0.08%
      T A 0.45% 0.43% 0.43%
      TAP C 0.03% 0.03% 0.03%
      TFX F 0.03% 0.02% 0.02%
      TGT F 0.2% 0.19% 0.19%
      TMUS B 0.33% 0.34% 0.33%
      TROW B 0.07% 0.07% 0.07%
      TRV B 0.16% 0.16% 0.16%
      TSLA B 2.55% 2.41% 2.41%
      TT A 0.26% 0.25% 0.25%
      UBER D 0.42% 0.36% 0.36%
      ULTA F 0.05% 0.05% 0.05%
      UNH C 1.56% 1.47% 1.47%
      UNP C 0.41% 0.39% 0.39%
      UPS C 0.27% 0.26% 0.26%
      USB A 0.22% 0.21% 0.21%
      V A 1.44% 1.31% 1.31%
      VRSK A 0.11% 0.11% 0.11%
      WAB B 0.1% 0.09% 0.09%
      WAT B 0.06% 0.06% 0.06%
      WELL A 0.22% 0.22% 0.22%
      WM A 0.23% 0.24% 0.23%
      WMT A 1.03% 1.01% 1.01%
      WTW B 0.09% 0.09% 0.09%
      WY D 0.06% 0.06% 0.06%
      WYNN D 0.02% 0.03% 0.02%
      XOM B 1.5% 1.46% 1.46%
      XYL D 0.08% 0.08% 0.08%
      YUM B 0.11% 0.1% 0.1%
      ZBH C 0.06% 0.06% 0.06%
      ZTS D 0.22% 0.22% 0.22%
      EFIV Overweight 127 Positions Relative to USCL
      Symbol Grade Weight
      COST B 1.15%
      GE D 0.55%
      LOW D 0.43%
      AMAT F 0.42%
      TJX A 0.38%
      C A 0.37%
      SYK C 0.37%
      MU D 0.31%
      MDT D 0.31%
      ELV F 0.27%
      LRCX F 0.27%
      CI F 0.26%
      PH A 0.25%
      KLAC D 0.24%
      PNC B 0.23%
      COF B 0.2%
      BDX F 0.19%
      WMB A 0.19%
      APD A 0.19%
      CARR D 0.18%
      TFC A 0.17%
      AFL B 0.16%
      URI B 0.16%
      ALL A 0.15%
      GWW B 0.15%
      PSA D 0.15%
      MPC D 0.15%
      PSX C 0.15%
      AMP A 0.15%
      RCL A 0.15%
      MSCI C 0.14%
      ROST C 0.13%
      DHI D 0.13%
      MET A 0.13%
      DAL C 0.12%
      IR B 0.12%
      TRGP B 0.12%
      COR B 0.12%
      AXON A 0.12%
      VLO C 0.12%
      PRU A 0.12%
      SYY B 0.11%
      EA A 0.11%
      KR B 0.11%
      OTIS C 0.11%
      RMD C 0.1%
      EXR D 0.1%
      MTB A 0.1%
      HPQ B 0.1%
      CNC D 0.09%
      CAH B 0.09%
      CSGP D 0.09%
      DOW F 0.09%
      ETR B 0.09%
      EIX B 0.09%
      FITB A 0.09%
      IRM D 0.09%
      KHC F 0.08%
      ON D 0.08%
      TTWO A 0.08%
      RJF A 0.08%
      TSCO D 0.08%
      RF A 0.07%
      DVN F 0.07%
      CCL B 0.07%
      ADM D 0.07%
      SW A 0.07%
      HBAN A 0.07%
      SYF B 0.07%
      EQT B 0.07%
      CPAY A 0.07%
      PHM D 0.07%
      HAL C 0.07%
      VTR C 0.07%
      OMC C 0.06%
      WDC D 0.06%
      CFG B 0.06%
      LYB F 0.06%
      EXPE B 0.06%
      IFF D 0.06%
      SBAC D 0.06%
      BAX D 0.05%
      GPC D 0.05%
      MAS D 0.05%
      KEY B 0.05%
      BBY D 0.05%
      TSN B 0.05%
      DGX A 0.05%
      HOLX D 0.05%
      PFG D 0.05%
      POOL C 0.04%
      CHRW C 0.04%
      SWK D 0.04%
      CAG D 0.04%
      UDR B 0.04%
      MRNA F 0.04%
      AMCR D 0.04%
      APTV D 0.04%
      CF B 0.04%
      EG C 0.04%
      GL B 0.03%
      MKTX D 0.03%
      LKQ D 0.03%
      NWSA B 0.03%
      IPG D 0.03%
      AIZ A 0.03%
      LW C 0.03%
      SJM D 0.03%
      TPR B 0.03%
      NCLH B 0.03%
      KMX B 0.03%
      ALLE D 0.03%
      HST C 0.03%
      WBA F 0.02%
      PARA C 0.02%
      BEN C 0.02%
      FMC D 0.02%
      MHK D 0.02%
      BWA D 0.02%
      IVZ B 0.02%
      RL B 0.02%
      HAS D 0.02%
      MOS F 0.02%
      CZR F 0.02%
      FRT B 0.02%
      HRL D 0.02%
      NWS B 0.01%
      EFIV Underweight 110 Positions Relative to USCL
      Symbol Grade Weight
      AMZN C -5.13%
      META D -3.42%
      AVGO D -2.04%
      JNJ D -0.99%
      NFLX A -0.98%
      ORCL B -0.84%
      WFC A -0.69%
      NOW A -0.58%
      TMO F -0.55%
      INTU C -0.53%
      IBM C -0.52%
      TXN C -0.51%
      BKNG A -0.46%
      VZ C -0.46%
      PGR A -0.41%
      PFE D -0.4%
      COP C -0.36%
      PANW C -0.35%
      BX A -0.35%
      VRTX F -0.34%
      PLTR B -0.32%
      ADI D -0.28%
      SO D -0.26%
      SNPS B -0.23%
      MELI D -0.23%
      DUK C -0.23%
      CDNS B -0.22%
      EOG A -0.21%
      MCK B -0.21%
      CRWD B -0.21%
      MMM D -0.2%
      CRH A -0.19%
      CEG D -0.19%
      APO B -0.18%
      FDX B -0.18%
      FTNT C -0.17%
      WDAY B -0.16%
      SPG B -0.16%
      ABNB C -0.16%
      ROP B -0.16%
      SQ B -0.13%
      D C -0.13%
      WCN A -0.13%
      O D -0.13%
      AEP D -0.13%
      CPRT A -0.13%
      ODFL B -0.12%
      F C -0.12%
      KMB D -0.12%
      CCI D -0.12%
      SNOW C -0.11%
      STZ D -0.11%
      TEAM A -0.11%
      CTSH B -0.11%
      MNST C -0.11%
      IT C -0.11%
      NUE C -0.1%
      MLM B -0.1%
      IQV D -0.1%
      CHTR C -0.1%
      DELL C -0.1%
      XEL A -0.1%
      GRMN B -0.09%
      EFX F -0.09%
      VICI C -0.09%
      HUBS A -0.09%
      DD D -0.09%
      NET B -0.08%
      ANSS B -0.08%
      WST C -0.07%
      CHD B -0.07%
      LII A -0.06%
      CLX B -0.06%
      STLD B -0.06%
      CSL C -0.06%
      ATO A -0.06%
      ILMN D -0.06%
      PTC A -0.06%
      WSM B -0.05%
      OC A -0.05%
      GEN B -0.05%
      EXPD D -0.05%
      MANH D -0.05%
      TRMB B -0.05%
      FWONK B -0.05%
      RPM A -0.05%
      PINS D -0.05%
      WRB A -0.05%
      ZS C -0.05%
      TRU D -0.05%
      FSLR F -0.05%
      BAH F -0.05%
      LH C -0.05%
      ACM A -0.04%
      TW A -0.04%
      LNT A -0.04%
      GGG B -0.04%
      TWLO A -0.04%
      MRO B -0.04%
      WTRG B -0.03%
      CTLT B -0.03%
      CCK C -0.03%
      SNAP C -0.03%
      PAYC B -0.03%
      CG A -0.03%
      OKTA C -0.03%
      AZPN A -0.02%
      H B -0.02%
      BSY D -0.02%
      MTCH D -0.02%

      EFIV: Top Represented Industries & Keywords

      Industries: Business Services Diversified Industrials Banks - Regional - US Capital Markets Packaged Foods Asset Management Diagnostics & Research Credit Services Drug Manufacturers - Major Specialty Chemicals Health Care Plans Leisure Medical Devices Software - Application Insurance - Life Medical Instruments & Supplies Oil & Gas E&P Semiconductors Specialty Retail Agricultural Inputs
      Keywords: S&P 500 Nasdaq 100 Insurance Dow Jones Component Natural Gas Bank Banking Medicine Real Estate Investment Trust Chemical Investment Bank Computing Insurance Products Mining Petroleum Industry Disability Beverage Cash Management Electronics Financial Products

      USCL: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Business Services Diagnostics & Research Drug Manufacturers - Major Asset Management Utilities - Regulated Electric Capital Markets Semiconductors Household & Personal Products Internet Content & Information Oil & Gas E&P Software - Infrastructure Specialty Chemicals Credit Services Specialty Retail Beverages - Soft Drinks Financial Data & Stock Exchanges Information Technology Services Insurance - Property & Casualty
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Computing Insurance Chemical Electricity Mining Work From Home Electronics Telecommunications Real Estate Investment Trust Software Beverage Mobile Devices Software As A Service Disease Medicine Oil And Gas
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