ESGU vs. CZA ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to Guggenheim Mid-Cap Core ETF (CZA)
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF 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 while exhibiting risk and return characteristics similar to those of the parent index.
Grade (RS Rating)
Last Trade
$123.84
Average Daily Volume
610,158
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
CZA
Guggenheim Mid-Cap Core ETF
CZA Description
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an index called the Zacks Mid-Cap Core Index. The fund will invest at least 90% of its total assets in securities that comprise the index and depositary receipts representing securities that comprise the index. It generally invests in all of the securities comprising the index in proportion to their weightings in the index. The index is comprised of 100 securities selected, based on investment and other criteria, from a universe of mid-capitalization securities including MLPs, ADRs and BDCs.Grade (RS Rating)
Last Trade
$105.94
Average Daily Volume
4,220
Number of Holdings
*
93
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | CZA |
|---|---|---|
| 30 Days | 1.81% | 4.14% |
| 60 Days | 2.20% | 4.43% |
| 90 Days | 3.34% | 8.01% |
| 12 Months | 28.32% | 22.29% |
16 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in CZA | Overlap | |
|---|---|---|---|---|---|
| AIZ | C | 1.0% | 0.71% | 0.71% | |
| ES | B | 1.0% | 1.66% | 1.0% | |
| FOX | C | 1.0% | 1.21% | 1.0% | |
| FTV | C | 1.0% | 1.75% | 1.0% | |
| HIG | B | 1.0% | 2.35% | 1.0% | |
| HII | D | 1.0% | 0.73% | 0.73% | |
| IEX | D | 1.0% | 1.04% | 1.0% | |
| J | D | 1.0% | 1.25% | 1.0% | |
| LDOS | B | 1.0% | 1.42% | 1.0% | |
| NI | A | 1.0% | 1.02% | 1.0% | |
| NTRS | B | 1.0% | 1.25% | 1.0% | |
| PFG | C | 1.0% | 1.26% | 1.0% | |
| PPG | C | 1.0% | 2.09% | 1.0% | |
| TRMB | C | 1.0% | 0.93% | 0.93% | |
| VLTO | B | 1.0% | 1.87% | 1.0% | |
| WTW | B | 1.0% | 2.07% | 1.0% |
ESGU Overweight 268 Positions Relative to CZA
| Symbol | Grade | Weight | |
|---|---|---|---|
| DLTR | F | 1.0% | |
| MRNA | F | 1.0% | |
| SNOW | F | 1.0% | |
| NTAP | D | 1.0% | |
| ALNY | C | 1.0% | |
| CEG | C | 1.0% | |
| ZBH | D | 1.0% | |
| ODFL | D | 1.0% | |
| GDDY | D | 1.0% | |
| PWR | C | 1.0% | |
| DXCM | F | 1.0% | |
| PARA | F | 1.0% | |
| MOH | C | 1.0% | |
| CNC | C | 1.0% | |
| VLO | F | 1.0% | |
| STLD | F | 1.0% | |
| EME | A | 1.0% | |
| FSLR | D | 1.0% | |
| DELL | D | 1.0% | |
| IR | D | 1.0% | |
| MTD | D | 1.0% | |
| FANG | F | 1.0% | |
| WDC | D | 1.0% | |
| LULU | D | 1.0% | |
| STX | D | 1.0% | |
| MRO | D | 1.0% | |
| BIIB | F | 1.0% | |
| HWM | B | 1.0% | |
| ULTA | D | 1.0% | |
| EQT | D | 1.0% | |
| POOL | C | 1.0% | |
| OC | C | 1.0% | |
| WTRG | D | 1.0% | |
| HRL | C | 1.0% | |
| RCL | B | 1.0% | |
| HUBB | B | 1.0% | |
| HLT | B | 1.0% | |
| IP | B | 1.0% | |
| AVTR | B | 1.0% | |
| HPQ | D | 1.0% | |
| FICO | A | 1.0% | |
| WST | F | 1.0% | |
| COF | D | 1.0% | |
| IPG | C | 1.0% | |
| LH | B | 1.0% | |
| SLB | F | 1.0% | |
| JBHT | D | 1.0% | |
| TWLO | D | 1.0% | |
| WFC | F | 1.0% | |
| ADM | D | 1.0% | |
| BALL | C | 1.0% | |
| DVA | A | 1.0% | |
| DHI | B | 1.0% | |
| TFX | B | 1.0% | |
| ED | B | 1.0% | |
| PHM | B | 1.0% | |
| SYK | B | 1.0% | |
| SYY | C | 1.0% | |
| HUBS | D | 1.0% | |
| AKAM | D | 1.0% | |
| HOLX | B | 1.0% | |
| TEAM | D | 1.0% | |
| PAYX | B | 1.0% | |
| KKR | B | 1.0% | |
| BLK | A | 1.0% | |
| IFF | B | 1.0% | |
| KDP | B | 1.0% | |
| CL | C | 1.0% | |
| WY | C | 1.0% | |
| CPB | B | 1.0% | |
| JNPR | B | 1.0% | |
| FI | B | 1.0% | |
| GEV | B | 1.0% | |
| FDX | C | 1.0% | |
| FBIN | B | 1.0% | |
| MKC | B | 1.0% | |
| MDB | D | 1.0% | |
| VEEV | C | 1.0% | |
| AJG | A | 1.0% | |
| NUE | D | 1.0% | |
| URI | C | 1.0% | |
| CNH | C | 1.0% | |
| EIX | B | 1.0% | |
| CMG | C | 1.0% | |
| BKR | D | 1.0% | |
| AFL | B | 1.0% | |
| LII | A | 1.0% | |
| PYPL | B | 1.0% | |
| FIS | A | 1.0% | |
| TFC | D | 1.0% | |
| A | C | 1.0% | |
| WSM | C | 1.0% | |
| AXON | A | 1.0% | |
| OVV | F | 1.0% | |
| MRVL | C | 1.0% | |
| ADI | D | 1.0% | |
| PSX | F | 1.0% | |
| ACGL | A | 1.0% | |
| DGX | B | 1.0% | |
| PTC | D | 1.0% | |
| HPE | F | 1.0% | |
| FDS | C | 1.0% | |
| SBAC | B | 1.0% | |
| HBAN | B | 1.0% | |
| TSCO | B | 1.0% | |
| CAH | B | 1.0% | |
| IRM | A | 1.0% | |
| JCI | B | 1.0% | |
| T | A | 1.0% | |
| PLD | B | 1.0% | |
| UPS | D | 1.0% | |
| IT | B | 1.0% | |
| DAL | C | 1.0% | |
| D | B | 1.0% | |
| EA | C | 1.0% | |
| ETN | C | 1.0% | |
| CBRE | B | 1.0% | |
| BMY | C | 1.0% | |
| HCA | A | 1.0% | |
| SCHW | D | 1.0% | |
| IQV | C | 1.0% | |
| USB | C | 1.0% | |
| WAT | C | 1.0% | |
| EXC | A | 1.0% | |
| CARR | A | 1.0% | |
| STE | B | 1.0% | |
| DECK | C | 1.0% | |
| SYF | D | 1.0% | |
| LNG | C | 1.0% | |
| TAP | C | 1.0% | |
| BBY | B | 1.0% | |
| WDAY | D | 1.0% | |
| MU | F | 1.0% | |
| KMB | C | 1.0% | |
| MMC | A | 1.0% | |
| ANET | C | 1.0% | |
| DFS | C | 1.0% | |
| COO | B | 1.0% | |
| CMS | A | 1.0% | |
| CMCSA | D | 1.0% | |
| TRV | A | 1.0% | |
| NEM | B | 1.0% | |
| MELI | B | 1.0% | |
| CDNS | D | 1.0% | |
| CHRW | C | 1.0% | |
| KHC | C | 1.0% | |
| NDAQ | B | 1.0% | |
| FERG | D | 1.0% | |
| SNPS | D | 1.0% | |
| DLR | A | 1.0% | |
| BG | F | 1.0% | |
| KEYS | C | 1.0% | |
| ANSS | D | 1.0% | |
| CHD | B | 1.0% | |
| FLUT | B | 1.0% | |
| NOC | B | 1.0% | |
| KR | B | 1.0% | |
| DE | B | 1.0% | |
| TRGP | B | 1.0% | |
| WELL | B | 1.0% | |
| COR | B | 1.0% | |
| SBUX | C | 1.0% | |
| UBER | C | 1.0% | |
| XYL | D | 1.0% | |
| TGT | C | 1.0% | |
| INTC | F | 1.0% | |
| REGN | C | 1.0% | |
| EW | D | 1.0% | |
| PANW | C | 1.0% | |
| TMO | B | 1.0% | |
| LKQ | D | 1.0% | |
| CLX | B | 1.0% | |
| IDXX | C | 1.0% | |
| KMI | B | 1.0% | |
| PNR | A | 1.0% | |
| BKNG | B | 1.0% | |
| EXPD | D | 1.0% | |
| MCK | F | 1.0% | |
| CAT | C | 1.0% | |
| PFE | C | 1.0% | |
| HES | F | 1.0% | |
| QCOM | D | 1.0% | |
| MET | B | 1.0% | |
| NXPI | F | 1.0% | |
| ISRG | B | 1.0% | |
| GWW | B | 1.0% | |
| C | D | 1.0% | |
| MCD | B | 1.0% | |
| MCO | B | 1.0% | |
| EQIX | B | 1.0% | |
| CI | B | 1.0% | |
| ADSK | B | 1.0% | |
| UNP | B | 1.0% | |
| PNC | B | 1.0% | |
| LRCX | F | 1.0% | |
| VRTX | C | 1.0% | |
| OKE | A | 1.0% | |
| MMM | A | 1.0% | |
| GS | D | 1.0% | |
| CRH | B | 1.0% | |
| COP | F | 1.0% | |
| CCI | B | 1.0% | |
| LOW | B | 1.0% | |
| HON | D | 1.0% | |
| LIN | B | 1.0% | |
| ZTS | B | 1.0% | |
| DHR | B | 1.0% | |
| DIS | D | 1.0% | |
| BK | A | 1.0% | |
| VZ | A | 1.0% | |
| AMT | B | 1.0% | |
| CMI | C | 1.0% | |
| AXP | B | 1.0% | |
| TT | A | 1.0% | |
| MS | D | 1.0% | |
| ECL | A | 1.0% | |
| BRK.A | C | 1.0% | |
| CSCO | C | 1.0% | |
| PGR | B | 1.0% | |
| GIS | B | 1.0% | |
| GE | A | 1.0% | |
| ACN | C | 1.0% | |
| BR | B | 1.0% | |
| AMGN | B | 1.0% | |
| RTX | C | 1.0% | |
| PEP | B | 1.0% | |
| GILD | B | 1.0% | |
| PEG | A | 1.0% | |
| NEE | B | 1.0% | |
| AMD | D | 1.0% | |
| ORCL | B | 1.0% | |
| ELV | B | 1.0% | |
| ABBV | B | 1.0% | |
| K | A | 1.0% | |
| SPGI | A | 1.0% | |
| AMAT | D | 1.0% | |
| NFLX | B | 1.0% | |
| PRU | C | 1.0% | |
| IBM | A | 1.0% | |
| CVX | D | 1.0% | |
| NOW | B | 1.0% | |
| CRM | D | 1.0% | |
| XOM | D | 1.0% | |
| INTU | C | 1.0% | |
| BAC | D | 1.0% | |
| MRK | D | 1.0% | |
| ADP | A | 1.0% | |
| ADBE | D | 1.0% | |
| JNJ | B | 1.0% | |
| TXN | D | 1.0% | |
| PG | A | 1.0% | |
| COST | B | 1.0% | |
| MA | A | 1.0% | |
| HD | B | 1.0% | |
| V | A | 1.0% | |
| UNH | C | 1.0% | |
| KO | B | 1.0% | |
| GOOGL | D | 1.0% | |
| JPM | D | 1.0% | |
| AVGO | C | 1.0% | |
| TSLA | C | 1.0% | |
| LLY | C | 1.0% | |
| META | B | 1.0% | |
| GOOG | D | 1.0% | |
| AMZN | C | 1.0% | |
| NVDA | D | 1.0% | |
| MSFT | C | 1.0% | |
| AAPL | D | 1.0% |
ESGU Underweight 77 Positions Relative to CZA
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVB | B | -2.21% | |
| LYB | F | -2.12% | |
| BRO | B | -2.11% | |
| WAB | B | -1.98% | |
| EQR | B | -1.96% | |
| ETR | A | -1.8% | |
| DTE | A | -1.79% | |
| STT | B | -1.74% | |
| WRB | C | -1.56% | |
| AEE | A | -1.55% | |
| CHKP | B | -1.51% | |
| CPAY | C | -1.47% | |
| CINF | B | -1.47% | |
| TDY | B | -1.41% | |
| BAX | C | -1.4% | |
| BAH | B | -1.35% | |
| CSL | C | -1.34% | |
| PKG | B | -1.24% | |
| WLK | D | -1.22% | |
| AVY | B | -1.22% | |
| SUI | B | -1.21% | |
| AER | C | -1.2% | |
| EG | B | -1.15% | |
| LPLA | F | -1.12% | |
| RPM | B | -1.07% | |
| UDR | B | -1.01% | |
| GLPI | B | -0.99% | |
| WMG | D | -0.98% | |
| CNA | C | -0.96% | |
| SN | B | -0.95% | |
| REG | B | -0.95% | |
| GGG | C | -0.94% | |
| RNR | B | -0.93% | |
| LOGI | F | -0.92% | |
| BAP | B | -0.92% | |
| ACM | B | -0.9% | |
| EPAM | D | -0.84% | |
| FLEX | D | -0.81% | |
| EMN | A | -0.8% | |
| ITT | C | -0.75% | |
| PFGC | B | -0.75% | |
| NVT | D | -0.72% | |
| QGEN | B | -0.72% | |
| CACI | B | -0.72% | |
| RRX | C | -0.71% | |
| ATR | A | -0.71% | |
| SKX | C | -0.7% | |
| WWD | D | -0.69% | |
| INGR | B | -0.62% | |
| EGP | B | -0.62% | |
| SEIC | C | -0.6% | |
| BWXT | D | -0.6% | |
| CR | C | -0.57% | |
| COLD | D | -0.57% | |
| WEX | C | -0.54% | |
| MOS | F | -0.54% | |
| ALSN | B | -0.52% | |
| G | B | -0.49% | |
| IVZ | C | -0.49% | |
| BPOP | C | -0.48% | |
| VOYA | A | -0.48% | |
| ESNT | B | -0.47% | |
| LFUS | D | -0.45% | |
| OSK | D | -0.45% | |
| RRR | F | -0.41% | |
| ESAB | C | -0.41% | |
| ACT | A | -0.39% | |
| BLCO | C | -0.39% | |
| PFSI | B | -0.38% | |
| SLGN | B | -0.38% | |
| VNT | D | -0.36% | |
| MDU | B | -0.35% | |
| FNB | D | -0.35% | |
| FLO | C | -0.34% | |
| FELE | D | -0.31% | |
| SEM | D | -0.3% | |
| ZGN | F | -0.28% |
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
CZA: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Asset Management
Business Services
REIT - Residential
Scientific & Technical Instruments
Specialty Chemicals
Aerospace & Defense
Information Technology Services
Insurance - Property & Casualty
Packaging & Containers
Utilities - Regulated Electric
Banks - Regional - US
Engineering & Construction
Insurance - Diversified
Insurance - Reinsurance
Insurance Brokers
Medical Instruments & Supplies
Packaged Foods
REIT - Industrial
Specialty Finance
Compare ETFs
