EGUS vs. IWFG ETF Comparison

Comparison of iShares ESG Aware MSCI USA Growth ETF (EGUS) to IQ MacKay Municipal Insured ETF (IWFG)
EGUS

iShares ESG Aware MSCI USA Growth ETF

EGUS Description

iShares Trust - iShares ESG Aware MSCI USA Growth ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the MSCI USA Growth Extended ESG Focus Index, by using full replication technique. The fund does not invest in companies operating across tobacco, controversial weapons, producers and retailers of civilian firearms, and companies included in certain climate change-related activity such as the production of thermal coal, thermal coal-based power generation and extraction of oil sands. iShares Trust - iShares ESG Aware MSCI USA Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$43.75

Average Daily Volume

758

Number of Holdings *

99

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

IQ MacKay Municipal Insured ETF

IWFG Description The Fund seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IWFG typically invests in a portfolio of 25-35 stocks, allocating 10-60% across each growth type. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of large-cap companies. IQ MacKay Municipal Insured ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$48.75

Average Daily Volume

137

Number of Holdings *

29

* may have additional holdings in another (foreign) market
Performance
Period EGUS IWFG
30 Days 3.26% 3.05%
60 Days 5.95% 5.77%
90 Days 6.99% 7.38%
12 Months 35.35% 40.12%
21 Overlapping Holdings
Symbol Grade Weight in EGUS Weight in IWFG Overlap
AAPL C 11.74% 5.03% 5.03%
ADBE C 1.13% 2.35% 1.13%
AMZN C 6.54% 7.69% 6.54%
BKNG A 0.55% 2.02% 0.55%
CMG B 0.11% 2.31% 0.11%
GOOG C 4.47% 4.52% 4.47%
HLT A 0.11% 1.57% 0.11%
INTU C 1.26% 2.23% 1.26%
ISRG A 0.37% 2.74% 0.37%
LRCX F 0.64% 1.93% 0.64%
MA C 1.49% 3.21% 1.49%
MELI D 0.32% 2.74% 0.32%
META D 3.97% 4.54% 3.97%
MSFT F 10.76% 11.57% 10.76%
NFLX A 1.04% 2.62% 1.04%
NOW A 1.54% 2.52% 1.54%
NVDA C 13.57% 7.83% 7.83%
SNPS B 0.39% 1.81% 0.39%
TT A 1.22% 3.49% 1.22%
UBER D 0.33% 2.09% 0.33%
WDAY B 0.36% 1.62% 0.36%
EGUS Overweight 78 Positions Relative to IWFG
Symbol Grade Weight
TSLA B 3.52%
LLY F 2.22%
V A 1.95%
GOOGL C 1.78%
CRM B 1.37%
COST B 1.31%
ADSK A 1.0%
AMAT F 1.0%
GWW B 0.96%
AMD F 0.84%
ECL D 0.81%
MCK B 0.78%
GE D 0.73%
BR A 0.69%
ZTS D 0.68%
VRTX F 0.64%
ANSS B 0.6%
TRGP B 0.58%
IDXX F 0.57%
EW C 0.56%
HES B 0.55%
CHD B 0.54%
KEYS A 0.53%
PANW C 0.52%
WSM B 0.52%
DECK A 0.51%
UNP C 0.5%
VLTO D 0.5%
WAT B 0.45%
AXON A 0.44%
MCO B 0.42%
LII A 0.42%
PTC A 0.41%
ANET C 0.41%
PGR A 0.4%
CDNS B 0.4%
LNG B 0.39%
SPGI C 0.38%
GDDY A 0.38%
MRVL B 0.35%
EME C 0.31%
IT C 0.31%
TSCO D 0.31%
FDS B 0.3%
MRK F 0.28%
SBAC D 0.27%
VEEV C 0.26%
TEAM A 0.25%
ACN C 0.24%
IQV D 0.22%
HUBS A 0.2%
HUBB B 0.2%
A D 0.19%
DVA B 0.19%
IEX B 0.18%
STX D 0.16%
MOH F 0.15%
POOL C 0.15%
ODFL B 0.15%
MDB C 0.14%
DELL C 0.14%
DAY B 0.13%
WST C 0.13%
FICO B 0.13%
LW C 0.12%
PWR A 0.12%
LULU C 0.12%
SNOW C 0.12%
ALNY D 0.12%
WBD C 0.12%
ZS C 0.11%
DXCM D 0.1%
BURL A 0.1%
OKTA C 0.08%
MTD D 0.08%
MRNA F 0.07%
ENPH F 0.05%
EQH B 0.05%
EGUS Underweight 8 Positions Relative to IWFG
Symbol Grade Weight
AVGO D -4.86%
SPOT B -3.22%
ADI D -3.09%
ORLY B -2.88%
KKR A -2.77%
ETN A -2.48%
APH A -2.26%
ASML F -1.48%
Compare ETFs