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      ESG vs. IVE ETF Comparison

      Comparison of FlexShares STOXX US ESG Impact Index Fund (ESG) to iShares S&P 500 Value ETF (IVE)
      ESG

      FlexShares STOXX US ESG Impact Index Fund

      ESG Description

      The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

      Grade (RS Rating)

      Last Trade

      $135.32

      Average Daily Volume

      4,549

      Number of Holdings *

      258

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

      iShares S&P 500 Value ETF

      IVE Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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 S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $196.65

      Average Daily Volume

      484,630

      Number of Holdings *

      437

      * may have additional holdings in another (foreign) market
      Performance
      Period ESG IVE
      30 Days 2.94% 3.06%
      60 Days 3.88% 5.00%
      90 Days 5.56% 7.66%
      12 Months 26.08% 25.66%
      199 Overlapping Holdings
      Symbol Grade Weight in ESG Weight in IVE Overlap
      A C 0.07% 0.19% 0.07%
      ABT C 0.66% 0.98% 0.66%
      ACN C 1.15% 0.49% 0.49%
      ADP B 0.47% 0.33% 0.33%
      ADSK C 0.28% 0.13% 0.13%
      AEP C 0.09% 0.26% 0.09%
      AES C 0.03% 0.06% 0.03%
      AFL C 0.24% 0.27% 0.24%
      AIG D 0.12% 0.23% 0.12%
      AJG D 0.16% 0.15% 0.15%
      AKAM D 0.04% 0.04% 0.04%
      ALL B 0.09% 0.24% 0.09%
      AMT C 0.45% 0.32% 0.32%
      AON B 0.25% 0.18% 0.18%
      APTV D 0.04% 0.09% 0.04%
      ARE C 0.08% 0.09% 0.08%
      AWK B 0.12% 0.14% 0.12%
      AZO D 0.09% 0.08% 0.08%
      BAC D 0.86% 1.27% 0.86%
      BALL C 0.11% 0.1% 0.1%
      BAX C 0.04% 0.1% 0.04%
      BBY C 0.1% 0.09% 0.09%
      BDX D 0.11% 0.33% 0.11%
      BG D 0.02% 0.07% 0.02%
      BK B 0.22% 0.25% 0.22%
      BKR C 0.08% 0.16% 0.08%
      BLK B 0.61% 0.6% 0.6%
      BMY C 0.32% 0.48% 0.32%
      BR D 0.08% 0.05% 0.05%
      BRK.A C 2.88% 3.91% 2.88%
      BSX B 0.21% 0.27% 0.21%
      BX B 0.18% 0.15% 0.15%
      C C 0.54% 0.53% 0.53%
      CAG C 0.05% 0.07% 0.05%
      CAH C 0.09% 0.13% 0.09%
      CAT B 0.42% 0.34% 0.34%
      CB B 0.37% 0.57% 0.37%
      CBRE A 0.18% 0.17% 0.17%
      CCI C 0.09% 0.25% 0.09%
      CCL C 0.03% 0.02% 0.02%
      CHD D 0.04% 0.07% 0.04%
      CI C 0.34% 0.5% 0.34%
      CL D 0.36% 0.26% 0.26%
      CLX C 0.1% 0.1% 0.1%
      CMI C 0.17% 0.2% 0.17%
      COP D 0.2% 0.18% 0.18%
      COST B 0.99% 1.14% 0.99%
      CPT B 0.02% 0.06% 0.02%
      CSCO C 0.66% 0.97% 0.66%
      CSX D 0.11% 0.16% 0.11%
      CTAS B 0.35% 0.16% 0.16%
      CTSH C 0.16% 0.19% 0.16%
      CTVA B 0.1% 0.19% 0.1%
      CVS D 0.29% 0.35% 0.29%
      CVX D 1.19% 1.16% 1.16%
      DD B 0.11% 0.16% 0.11%
      DE B 0.45% 0.21% 0.21%
      DFS B 0.08% 0.07% 0.07%
      DG F 0.04% 0.09% 0.04%
      DIS D 0.68% 0.8% 0.68%
      DLTR F 0.03% 0.07% 0.03%
      DOC C 0.08% 0.08% 0.08%
      DOV B 0.06% 0.12% 0.06%
      DOW D 0.12% 0.17% 0.12%
      DPZ F 0.04% 0.04% 0.04%
      EBAY B 0.11% 0.16% 0.11%
      ECL B 0.17% 0.15% 0.15%
      EL F 0.08% 0.09% 0.08%
      ELV C 0.51% 0.62% 0.51%
      EMR D 0.1% 0.28% 0.1%
      ESS B 0.07% 0.1% 0.07%
      EW F 0.14% 0.13% 0.13%
      EXPD C 0.03% 0.05% 0.03%
      F F 0.07% 0.2% 0.07%
      FCX D 0.15% 0.15% 0.15%
      FDS C 0.07% 0.04% 0.04%
      FDX C 0.22% 0.31% 0.22%
      FIS B 0.08% 0.23% 0.08%
      FITB B 0.07% 0.14% 0.07%
      GEHC C 0.18% 0.18% 0.18%
      GILD B 0.25% 0.5% 0.25%
      GIS B 0.21% 0.2% 0.2%
      GLW C 0.06% 0.16% 0.06%
      GM C 0.26% 0.26% 0.26%
      GS C 0.76% 0.75% 0.75%
      GWW B 0.15% 0.05% 0.05%
      HBAN B 0.05% 0.1% 0.05%
      HD B 0.93% 1.14% 0.93%
      HIG B 0.14% 0.16% 0.14%
      HOLX B 0.06% 0.09% 0.06%
      HPE D 0.09% 0.11% 0.09%
      HPQ D 0.16% 0.14% 0.14%
      HST C 0.03% 0.02% 0.02%
      HSY C 0.12% 0.09% 0.09%
      IBM B 0.97% 0.95% 0.95%
      ICE C 0.46% 0.45% 0.45%
      IDXX C 0.08% 0.09% 0.08%
      IEX D 0.04% 0.07% 0.04%
      INTC F 0.34% 0.4% 0.34%
      IPG C 0.06% 0.06% 0.06%
      IQV C 0.18% 0.13% 0.13%
      IRM C 0.14% 0.08% 0.08%
      ITW C 0.12% 0.18% 0.12%
      JBL D 0.04% 0.03% 0.03%
      JNJ C 1.95% 1.92% 1.92%
      JPM D 2.88% 2.83% 2.83%
      K B 0.11% 0.1% 0.1%
      KDP B 0.09% 0.19% 0.09%
      KEY B 0.03% 0.07% 0.03%
      KEYS C 0.04% 0.13% 0.04%
      KHC C 0.11% 0.14% 0.11%
      KMB D 0.23% 0.23% 0.23%
      KO C 1.38% 0.81% 0.81%
      KR C 0.19% 0.18% 0.18%
      LKQ F 0.01% 0.05% 0.01%
      LNT B 0.03% 0.07% 0.03%
      LOW B 0.59% 0.71% 0.59%
      LVS D 0.03% 0.03% 0.03%
      MA B 0.99% 0.55% 0.55%
      MAS B 0.05% 0.04% 0.04%
      MCD B 0.35% 0.58% 0.35%
      MCK F 0.22% 0.33% 0.22%
      MCO B 0.13% 0.19% 0.13%
      MDLZ B 0.42% 0.28% 0.28%
      MDT C 0.39% 0.58% 0.39%
      MET B 0.18% 0.22% 0.18%
      MGM F 0.03% 0.01% 0.01%
      MKC C 0.07% 0.1% 0.07%
      MMC C 0.37% 0.26% 0.26%
      MRK D 1.21% 0.85% 0.85%
      MRNA F 0.06% 0.11% 0.06%
      MRO C 0.05% 0.03% 0.03%
      MS D 0.2% 0.59% 0.2%
      MSCI C 0.1% 0.09% 0.09%
      MU F 0.5% 0.49% 0.49%
      NDAQ A 0.11% 0.15% 0.11%
      NDSN C 0.05% 0.07% 0.05%
      NEM B 0.25% 0.3% 0.25%
      NKE D 0.31% 0.26% 0.26%
      NTAP D 0.08% 0.07% 0.07%
      NTRS A 0.03% 0.09% 0.03%
      NUE F 0.06% 0.06% 0.06%
      NXPI F 0.24% 0.07% 0.07%
      OMC B 0.1% 0.1% 0.1%
      OTIS C 0.16% 0.11% 0.11%
      PEG B 0.07% 0.2% 0.07%
      PEP C 0.4% 0.75% 0.4%
      PFE C 0.4% 0.8% 0.4%
      PFG B 0.08% 0.09% 0.08%
      PG C 2.01% 1.21% 1.21%
      PNR B 0.06% 0.02% 0.02%
      PYPL B 0.23% 0.35% 0.23%
      QCOM D 0.61% 0.43% 0.43%
      RF B 0.04% 0.1% 0.04%
      ROK D 0.05% 0.08% 0.05%
      SBUX C 0.28% 0.22% 0.22%
      SHW B 0.15% 0.21% 0.15%
      SJM C 0.03% 0.06% 0.03%
      SLB F 0.28% 0.28% 0.28%
      SPGI B 0.67% 0.45% 0.45%
      STT A 0.07% 0.12% 0.07%
      STX C 0.03% 0.06% 0.03%
      STZ D 0.08% 0.2% 0.08%
      SW B 0.08% 0.11% 0.08%
      SWK B 0.05% 0.08% 0.05%
      SWKS D 0.02% 0.08% 0.02%
      SYK C 0.55% 0.22% 0.22%
      SYY D 0.06% 0.18% 0.06%
      TEL D 0.11% 0.13% 0.11%
      TFC C 0.19% 0.27% 0.19%
      TGT C 0.28% 0.34% 0.28%
      TJX B 0.67% 0.23% 0.23%
      TRV C 0.22% 0.26% 0.22%
      TSCO C 0.13% 0.09% 0.09%
      TT B 0.34% 0.12% 0.12%
      TXN C 0.6% 0.55% 0.55%
      UNH C 1.34% 1.64% 1.34%
      UNP C 0.62% 0.4% 0.4%
      USB B 0.34% 0.34% 0.34%
      V C 1.85% 0.74% 0.74%
      VICI C 0.18% 0.17% 0.17%
      VLO F 0.11% 0.21% 0.11%
      VRSK D 0.13% 0.08% 0.08%
      VRTX D 0.41% 0.22% 0.22%
      VTR C 0.08% 0.13% 0.08%
      VZ B 0.46% 0.9% 0.46%
      WAB B 0.08% 0.14% 0.08%
      WBA F 0.03% 0.03% 0.03%
      WDC D 0.1% 0.1% 0.1%
      WELL C 0.32% 0.37% 0.32%
      WMT C 1.74% 1.66% 1.66%
      WTW C 0.14% 0.14% 0.14%
      WY C 0.12% 0.11% 0.11%
      XOM C 2.45% 2.41% 2.41%
      XYL C 0.08% 0.15% 0.08%
      YUM D 0.12% 0.1% 0.1%
      ZBH F 0.03% 0.11% 0.03%
      ZBRA B 0.06% 0.08% 0.06%
      ZTS C 0.36% 0.19% 0.19%
      ESG Overweight 59 Positions Relative to IVE
      Symbol Grade Weight
      META B 4.93%
      AAPL C 4.93%
      AMZN C 4.82%
      MSFT C 4.63%
      TSLA C 3.14%
      LLY C 2.56%
      AVGO C 1.92%
      GOOG D 1.46%
      AMD D 0.81%
      ADBE F 0.79%
      ORCL C 0.64%
      AMAT D 0.52%
      UBER C 0.49%
      NOW B 0.45%
      INTU C 0.45%
      BKNG C 0.44%
      LRCX F 0.42%
      CRM D 0.4%
      PANW D 0.27%
      CMG C 0.25%
      SNPS D 0.24%
      MAR C 0.24%
      APO C 0.24%
      HLT B 0.22%
      ROST C 0.21%
      CRWD D 0.2%
      KLAC D 0.16%
      LULU D 0.16%
      IT B 0.15%
      FTV C 0.11%
      SMCI F 0.11%
      HUBS D 0.1%
      WSM D 0.09%
      URI B 0.09%
      LII B 0.09%
      CCEP B 0.08%
      NU B 0.08%
      DECK C 0.08%
      LNG C 0.07%
      RPRX C 0.06%
      SUI B 0.06%
      XPO D 0.05%
      ILMN C 0.05%
      FANG D 0.05%
      BURL B 0.05%
      NVT D 0.05%
      DOX C 0.05%
      EXPE C 0.05%
      WST D 0.04%
      PSTG F 0.03%
      LECO F 0.03%
      OKTA F 0.03%
      SNAP F 0.03%
      AVTR B 0.03%
      OC D 0.03%
      ACM B 0.02%
      FLEX C 0.02%
      DKS D 0.02%
      RNR C 0.02%
      ESG Underweight 238 Positions Relative to IVE
      Symbol Grade Weight
      ABBV C -1.04%
      WFC D -0.89%
      DHR B -0.87%
      AMGN B -0.86%
      NEE C -0.84%
      RTX C -0.76%
      CMCSA D -0.75%
      T C -0.75%
      TMO B -0.7%
      HON D -0.64%
      LMT C -0.59%
      PM C -0.59%
      PLD C -0.58%
      GE B -0.54%
      LIN B -0.52%
      TMUS C -0.5%
      SO B -0.47%
      SCHW D -0.45%
      UPS D -0.45%
      DUK C -0.44%
      MO C -0.44%
      MMM B -0.36%
      PGR B -0.36%
      NOC B -0.35%
      PNC B -0.34%
      GD B -0.33%
      APD B -0.3%
      ISRG B -0.29%
      NSC C -0.27%
      COF B -0.26%
      PSX F -0.26%
      O C -0.26%
      SRE C -0.25%
      D C -0.24%
      JCI B -0.24%
      REGN C -0.24%
      FI A -0.24%
      CME C -0.24%
      BA F -0.24%
      KVUE C -0.22%
      ADI C -0.22%
      ETN C -0.22%
      LHX C -0.21%
      EQIX C -0.21%
      AXP B -0.21%
      KMI B -0.2%
      PRU C -0.2%
      PCG C -0.2%
      HUM F -0.19%
      COR D -0.19%
      HCA B -0.19%
      EXC C -0.19%
      CNC D -0.19%
      WM D -0.19%
      RMD C -0.18%
      EXR B -0.18%
      OXY F -0.17%
      GEV B -0.17%
      XEL B -0.17%
      ED C -0.17%
      EIX C -0.16%
      PSA B -0.16%
      CARR B -0.16%
      AVB B -0.16%
      WMB B -0.16%
      SPG B -0.16%
      APH D -0.16%
      ROP C -0.16%
      CEG C -0.16%
      WEC C -0.15%
      DLR B -0.15%
      MSI B -0.15%
      MTB B -0.14%
      GPN D -0.14%
      BIIB F -0.14%
      PPG D -0.14%
      ADM D -0.14%
      MPC F -0.13%
      ABNB D -0.13%
      DTE C -0.13%
      IFF B -0.13%
      EQR B -0.13%
      ETR B -0.13%
      PPL C -0.12%
      ES C -0.12%
      LYB D -0.12%
      VLTO C -0.12%
      FSLR C -0.12%
      HAL F -0.12%
      DVN F -0.12%
      PAYX C -0.12%
      RJF C -0.11%
      AEE C -0.11%
      EFX B -0.11%
      FE C -0.11%
      TROW D -0.11%
      EOG D -0.11%
      EA D -0.1%
      FAST C -0.1%
      LEN B -0.1%
      AME C -0.1%
      OKE B -0.1%
      TDY B -0.1%
      TER D -0.1%
      AMP A -0.1%
      ATO B -0.1%
      CMS C -0.1%
      LDOS B -0.1%
      CINF B -0.1%
      INVH C -0.1%
      WRB C -0.09%
      AVY C -0.09%
      ORLY C -0.09%
      CHTR D -0.09%
      CNP C -0.09%
      RSG D -0.09%
      J C -0.09%
      CFG C -0.09%
      MTD D -0.09%
      CSGP D -0.09%
      LH C -0.09%
      PKG B -0.09%
      WBD D -0.09%
      SYF C -0.09%
      GPC D -0.09%
      MAA B -0.09%
      EQT D -0.09%
      SBAC C -0.08%
      AMCR B -0.08%
      KIM C -0.08%
      UAL C -0.08%
      EG C -0.08%
      PH B -0.08%
      TXT D -0.08%
      NRG C -0.08%
      IP B -0.08%
      CDW D -0.08%
      DGX B -0.08%
      ON D -0.08%
      LUV C -0.08%
      MCHP F -0.08%
      TSN C -0.08%
      JBHT D -0.07%
      TRMB C -0.07%
      VTRS D -0.07%
      EVRG B -0.07%
      UHS B -0.07%
      L C -0.07%
      UDR C -0.07%
      MNST D -0.07%
      GEN B -0.07%
      RVTY B -0.07%
      NI B -0.07%
      HWM B -0.07%
      BXP B -0.06%
      TFX C -0.06%
      CHRW B -0.06%
      HUBB B -0.06%
      TECH C -0.06%
      ANSS D -0.06%
      TTWO C -0.06%
      EMN B -0.06%
      PWR B -0.06%
      GRMN D -0.06%
      WAT C -0.06%
      REG C -0.06%
      FFIV B -0.06%
      KMX D -0.06%
      JNPR B -0.06%
      DAL C -0.06%
      COO B -0.06%
      JKHY B -0.06%
      PCAR D -0.06%
      MTCH C -0.05%
      ENPH D -0.05%
      SOLV C -0.05%
      MKTX C -0.05%
      TPR C -0.05%
      AIZ B -0.05%
      NWSA D -0.05%
      TAP D -0.05%
      CPB C -0.05%
      INCY C -0.05%
      PODD B -0.05%
      CRL F -0.05%
      ALB D -0.05%
      HII D -0.05%
      PNW C -0.05%
      QRVO F -0.05%
      STE C -0.05%
      CTLT B -0.05%
      DXCM F -0.05%
      MLM D -0.05%
      VMC D -0.05%
      BWA D -0.04%
      ALLE B -0.04%
      ALGN D -0.04%
      CBOE C -0.04%
      FMC C -0.04%
      ROL C -0.04%
      SNA C -0.04%
      PTC D -0.04%
      VRSN D -0.04%
      MHK C -0.04%
      IR C -0.04%
      MOS F -0.04%
      MOH D -0.04%
      FRT C -0.04%
      GL C -0.04%
      HAS B -0.04%
      HSIC C -0.04%
      FOXA B -0.04%
      DRI B -0.04%
      HRL C -0.04%
      PARA F -0.03%
      BRO C -0.03%
      CTRA D -0.03%
      POOL C -0.03%
      BEN F -0.03%
      BBWI F -0.03%
      ULTA D -0.03%
      STLD F -0.03%
      CF C -0.03%
      BIO C -0.03%
      EPAM F -0.03%
      AAL D -0.03%
      IVZ B -0.03%
      LW D -0.02%
      RL C -0.02%
      GNRC D -0.02%
      CZR C -0.02%
      AOS D -0.02%
      ETSY F -0.02%
      DVA B -0.02%
      DAY D -0.02%
      PAYC D -0.02%
      FOX B -0.02%
      NWS D -0.01%

      ESG: Top Represented Industries & Keywords

      Industries: Diversified Industrials Software - Application Semiconductors Specialty Retail Asset Management Banks - Regional - US Business Services Capital Markets Discount Stores Drug Manufacturers - Major Household & Personal Products Medical Devices Packaged Foods Restaurants Software - Infrastructure Beverages - Soft Drinks Credit Services Data Storage Diagnostics & Research Health Care Plans
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Insurance Electronics Banking Bank Natural Gas Semiconductor Work From Home Investment Bank Medicine Aerospace Mining Pharmaceutical Products Retailing Transport Beverage Cash Management

      IVE: Top Represented Industries & Keywords

      Industries: Diversified Industrials Utilities - Regulated Electric Diagnostics & Research Business Services Asset Management Banks - Regional - US Capital Markets Packaged Foods Semiconductors Drug Manufacturers - Major Medical Devices Medical Instruments & Supplies Specialty Retail Aerospace & Defense Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty Oil & Gas E&P REIT - Residential
      Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Insurance Dow Jones Component Electronics Aerospace Chemical Medicine Real Estate Investment Trust Computing Bank Banking Telecommunications Insurance Products Investment Bank Plastic Mining Biotechnology
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