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      ESGU vs. DLN ETF Comparison

      Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to WisdomTree LargeCap Dividend Fund (DLN)
      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

      $125.23

      Average Daily Volume

      586,579

      Number of Holdings *

      284

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

      WisdomTree LargeCap Dividend Fund

      DLN Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree LargeCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the large-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $77.75

      Average Daily Volume

      95,688

      Number of Holdings *

      300

      * may have additional holdings in another (foreign) market
      Performance
      Period ESGU DLN
      30 Days 2.53% 2.59%
      60 Days 4.44% 4.99%
      90 Days 5.36% 7.41%
      12 Months 31.69% 26.00%
      169 Overlapping Holdings
      Symbol Grade Weight in ESGU Weight in DLN Overlap
      A C 0.13% 0.04% 0.04%
      AAPL C 6.42% 3.64% 3.64%
      ABBV C 0.5% 2.73% 0.5%
      ADI C 0.14% 0.27% 0.14%
      ADM D 0.1% 0.1% 0.1%
      ADP B 0.67% 0.38% 0.38%
      AFL C 0.12% 0.31% 0.12%
      AJG D 0.12% 0.07% 0.07%
      AMAT D 0.53% 0.16% 0.16%
      AMGN B 0.45% 0.73% 0.45%
      AMT C 0.4% 0.43% 0.4%
      AVGO C 1.45% 2.75% 1.45%
      AXP B 0.41% 0.35% 0.35%
      BAC D 0.56% 1.25% 0.56%
      BALL C 0.1% 0.04% 0.04%
      BBY C 0.17% 0.13% 0.13%
      BK B 0.38% 0.25% 0.25%
      BKNG C 0.28% 0.28% 0.28%
      BKR C 0.12% 0.11% 0.11%
      BLK B 0.1% 0.45% 0.1%
      BMY C 0.16% 0.57% 0.16%
      BR D 0.44% 0.08% 0.08%
      C C 0.3% 0.64% 0.3%
      CAH C 0.15% 0.07% 0.07%
      CARR B 0.19% 0.11% 0.11%
      CAT B 0.3% 0.47% 0.3%
      CCI C 0.37% 0.35% 0.35%
      CEG C 0.1% 0.07% 0.07%
      CHD D 0.21% 0.03% 0.03%
      CI C 0.33% 0.27% 0.27%
      CL D 0.1% 0.42% 0.1%
      CLX C 0.26% 0.09% 0.09%
      CMCSA D 0.19% 0.95% 0.19%
      CMI C 0.41% 0.17% 0.17%
      CMS C 0.2% 0.09% 0.09%
      COF B 0.1% 0.14% 0.1%
      COP D 0.35% 0.34% 0.34%
      COST B 0.83% 0.5% 0.5%
      CRM D 0.59% 0.23% 0.23%
      CSCO C 0.43% 1.31% 0.43%
      CVX D 0.56% 1.61% 0.56%
      D C 0.16% 0.39% 0.16%
      DAL C 0.17% 0.04% 0.04%
      DE B 0.22% 0.22% 0.22%
      DELL D 0.1% 0.06% 0.06%
      DFS B 0.19% 0.12% 0.12%
      DGX B 0.14% 0.05% 0.05%
      DHI B 0.11% 0.07% 0.07%
      DHR B 0.39% 0.19% 0.19%
      DIS D 0.39% 0.18% 0.18%
      DLR B 0.22% 0.21% 0.21%
      EA D 0.16% 0.05% 0.05%
      ECL B 0.42% 0.15% 0.15%
      ED C 0.1% 0.25% 0.1%
      EIX C 0.12% 0.19% 0.12%
      ELV C 0.49% 0.2% 0.2%
      EQIX C 0.33% 0.22% 0.22%
      ES C 0.11% 0.14% 0.11%
      EXC C 0.18% 0.19% 0.18%
      EXPD C 0.27% 0.03% 0.03%
      FANG D 0.09% 0.09% 0.09%
      FDS C 0.15% 0.02% 0.02%
      FDX C 0.11% 0.18% 0.11%
      FIS B 0.13% 0.23% 0.13%
      FTV C 0.14% 0.03% 0.03%
      GE B 0.47% 0.17% 0.17%
      GILD B 0.47% 0.51% 0.47%
      GIS B 0.43% 0.21% 0.21%
      GOOG D 2.23% 0.59% 0.59%
      GOOGL D 1.14% 0.93% 0.93%
      GS C 0.34% 0.66% 0.34%
      GWW B 0.33% 0.09% 0.09%
      HBAN B 0.14% 0.14% 0.14%
      HCA B 0.16% 0.13% 0.13%
      HD B 0.99% 1.99% 0.99%
      HES F 0.29% 0.07% 0.07%
      HIG B 0.26% 0.17% 0.17%
      HLT B 0.1% 0.06% 0.06%
      HON D 0.37% 0.56% 0.37%
      HPE D 0.14% 0.07% 0.07%
      HPQ D 0.1% 0.15% 0.1%
      HRL C 0.1% 0.09% 0.09%
      HUBB B 0.11% 0.04% 0.04%
      HWM B 0.1% 0.04% 0.04%
      IBM B 0.57% 1.47% 0.57%
      INTU C 0.61% 0.19% 0.19%
      IR C 0.1% 0.04% 0.04%
      IRM C 0.16% 0.16% 0.16%
      J C 0.14% 0.02% 0.02%
      JBHT D 0.1% 0.02% 0.02%
      JNJ C 0.7% 2.4% 0.7%
      JPM D 1.17% 3.23% 1.17%
      K B 0.51% 0.15% 0.15%
      KDP B 0.11% 0.19% 0.11%
      KHC C 0.2% 0.27% 0.2%
      KKR B 0.11% 0.12% 0.11%
      KMB D 0.17% 0.35% 0.17%
      KO C 1.03% 1.92% 1.03%
      KR C 0.23% 0.18% 0.18%
      LLY C 1.56% 0.87% 0.87%
      LNG C 0.17% 0.08% 0.08%
      LOW B 0.38% 0.64% 0.38%
      LRCX F 0.33% 0.13% 0.13%
      MA B 0.93% 0.52% 0.52%
      MCD B 0.32% 0.99% 0.32%
      MCK F 0.28% 0.07% 0.07%
      MCO B 0.31% 0.13% 0.13%
      MET B 0.3% 0.24% 0.24%
      META B 2.16% 0.97% 0.97%
      MKC C 0.11% 0.07% 0.07%
      MMC C 0.19% 0.32% 0.19%
      MRK D 0.59% 1.11% 0.59%
      MRO C 0.09% 0.04% 0.04%
      MS D 0.41% 0.91% 0.41%
      MSFT C 6.25% 3.39% 3.39%
      MU F 0.18% 0.08% 0.08%
      NDAQ A 0.2% 0.07% 0.07%
      NOC B 0.21% 0.16% 0.16%
      NTAP D 0.09% 0.09% 0.09%
      NTRS A 0.1% 0.09% 0.09%
      NUE F 0.12% 0.06% 0.06%
      NVDA D 6.05% 2.27% 2.27%
      ODFL D 0.1% 0.04% 0.04%
      OKE B 0.34% 0.37% 0.34%
      ORCL C 0.54% 0.76% 0.54%
      PAYX C 0.11% 0.28% 0.11%
      PEG B 0.47% 0.3% 0.3%
      PEP C 0.44% 1.48% 0.44%
      PFG B 0.1% 0.09% 0.09%
      PG C 0.74% 2.03% 0.74%
      PGR B 0.44% 0.14% 0.14%
      PHM B 0.11% 0.05% 0.05%
      PLD C 0.16% 0.48% 0.16%
      PNC B 0.32% 0.42% 0.32%
      PPG D 0.23% 0.11% 0.11%
      PRU C 0.52% 0.28% 0.28%
      PSX F 0.14% 0.23% 0.14%
      PWR B 0.1% 0.04% 0.04%
      QCOM D 0.3% 0.52% 0.3%
      RTX C 0.44% 0.65% 0.44%
      SBAC C 0.15% 0.04% 0.04%
      SBUX C 0.25% 0.37% 0.25%
      SCHW D 0.16% 0.22% 0.16%
      SPGI B 0.51% 0.18% 0.18%
      STLD F 0.1% 0.03% 0.03%
      SYK C 0.11% 0.27% 0.11%
      SYY D 0.1% 0.21% 0.1%
      TGT C 0.24% 0.28% 0.24%
      TMO B 0.25% 0.22% 0.22%
      TRGP B 0.22% 0.09% 0.09%
      TRV C 0.2% 0.15% 0.15%
      TSCO C 0.15% 0.08% 0.08%
      TXN C 0.72% 0.75% 0.72%
      UNH C 0.99% 1.47% 0.99%
      UNP C 0.32% 0.46% 0.32%
      UPS D 0.16% 0.51% 0.16%
      URI B 0.12% 0.08% 0.08%
      USB B 0.16% 0.44% 0.16%
      V C 1.02% 0.75% 0.75%
      VLO F 0.09% 0.2% 0.09%
      VLTO C 0.21% 0.02% 0.02%
      WELL C 0.24% 0.25% 0.24%
      WFC D 0.09% 0.78% 0.09%
      WST D 0.1% 0.02% 0.02%
      WY C 0.11% 0.07% 0.07%
      XOM C 0.56% 2.75% 0.56%
      XYL C 0.25% 0.05% 0.05%
      ZBH F 0.09% 0.02% 0.02%
      ZTS C 0.38% 0.15% 0.15%
      ESGU Overweight 115 Positions Relative to DLN
      Symbol Grade Weight
      AMZN C 3.47%
      TSLA C 1.34%
      ADBE F 0.62%
      NOW B 0.6%
      NFLX B 0.53%
      AMD D 0.51%
      NEE C 0.48%
      ACN C 0.45%
      TT B 0.44%
      BRK.A C 0.41%
      VZ B 0.41%
      LIN B 0.38%
      CRH B 0.36%
      NI B 0.36%
      VRTX D 0.35%
      ADSK C 0.34%
      MMM B 0.34%
      ISRG B 0.32%
      PFE C 0.3%
      PNR B 0.29%
      NXPI F 0.29%
      IDXX C 0.28%
      LKQ F 0.26%
      EW F 0.26%
      KMI B 0.26%
      INTC F 0.25%
      PANW D 0.25%
      UBER C 0.24%
      REGN C 0.24%
      COR D 0.23%
      FLUT B 0.22%
      CDNS D 0.21%
      SNPS D 0.21%
      KEYS C 0.21%
      ANSS D 0.21%
      COO B 0.2%
      NEM B 0.2%
      FERG D 0.2%
      BG D 0.2%
      MELI B 0.2%
      ANET B 0.2%
      CHRW B 0.19%
      DECK C 0.18%
      IT B 0.17%
      CBRE A 0.17%
      SYF C 0.17%
      ETN C 0.17%
      STE C 0.17%
      TAP D 0.17%
      WDAY D 0.17%
      IQV C 0.16%
      JCI B 0.16%
      T C 0.16%
      WAT C 0.16%
      WSM D 0.15%
      ACGL C 0.14%
      AXON B 0.14%
      MRVL C 0.14%
      PTC D 0.14%
      CMG C 0.13%
      OVV F 0.13%
      LII B 0.13%
      VEEV C 0.12%
      FBIN B 0.12%
      CNH D 0.12%
      PYPL B 0.12%
      TFC C 0.12%
      GEV B 0.12%
      JNPR B 0.11%
      FICO B 0.11%
      EME B 0.11%
      FI A 0.11%
      AIZ B 0.11%
      DVA B 0.11%
      MDB D 0.11%
      MTD D 0.1%
      PARA F 0.1%
      LH C 0.1%
      SLB F 0.1%
      TWLO D 0.1%
      STX C 0.1%
      IPG C 0.1%
      CNC D 0.1%
      WTRG D 0.1%
      EQT D 0.1%
      IEX D 0.1%
      TRMB C 0.1%
      HUBS D 0.1%
      WDC D 0.1%
      LULU D 0.1%
      ULTA D 0.1%
      IP B 0.1%
      MOH D 0.1%
      FSLR C 0.1%
      AKAM D 0.1%
      POOL C 0.1%
      OC D 0.1%
      WTW C 0.1%
      LDOS B 0.1%
      HOLX B 0.1%
      TFX C 0.1%
      FOX B 0.1%
      TEAM D 0.1%
      AVTR B 0.1%
      CPB C 0.1%
      IFF B 0.1%
      RCL B 0.1%
      SNOW F 0.09%
      GDDY C 0.09%
      ALNY C 0.09%
      HII D 0.09%
      BIIB F 0.09%
      DXCM F 0.09%
      MRNA F 0.08%
      DLTR F 0.07%
      ESGU Underweight 131 Positions Relative to DLN
      Symbol Grade Weight
      WMT C -1.81%
      PM C -1.4%
      MO C -0.79%
      TMUS C -0.77%
      LMT C -0.54%
      DUK C -0.51%
      ABT C -0.51%
      MDLZ B -0.5%
      SO B -0.49%
      EOG D -0.45%
      SPG B -0.44%
      TJX B -0.4%
      BX B -0.38%
      WMB B -0.36%
      PSA B -0.36%
      ITW C -0.34%
      O C -0.32%
      AEP C -0.32%
      CVS D -0.32%
      VICI C -0.31%
      PCAR D -0.29%
      MPC F -0.27%
      WM D -0.27%
      DOW D -0.26%
      ICE C -0.26%
      XEL B -0.25%
      DTD A -0.25%
      GD B -0.23%
      SRE C -0.23%
      ETR B -0.23%
      CME C -0.22%
      EXR B -0.22%
      AVB B -0.22%
      KVUE C -0.22%
      APD B -0.2%
      PH B -0.2%
      NKE D -0.18%
      FAST C -0.18%
      GLW C -0.18%
      EMR D -0.18%
      NSC C -0.18%
      MSI B -0.17%
      ALL B -0.17%
      CTAS B -0.16%
      FITB B -0.16%
      APO C -0.16%
      EQR B -0.16%
      FE C -0.15%
      RF B -0.15%
      TROW D -0.15%
      AIG D -0.15%
      SHW B -0.15%
      AMP A -0.14%
      YUM D -0.14%
      AEE C -0.14%
      MAR C -0.14%
      WEC C -0.14%
      BDX D -0.14%
      MTB B -0.14%
      APH D -0.14%
      LHX C -0.13%
      KLAC D -0.13%
      VTR C -0.13%
      STT A -0.13%
      STZ D -0.13%
      ARE C -0.12%
      CSX D -0.12%
      DTE C -0.12%
      DRI B -0.12%
      ATO B -0.11%
      RSG D -0.11%
      OTIS C -0.11%
      PPL C -0.11%
      DD B -0.1%
      EBAY B -0.1%
      MCHP F -0.1%
      INVH C -0.09%
      TSN C -0.09%
      GM C -0.09%
      HSY C -0.09%
      ARES B -0.09%
      OXY F -0.08%
      AWK B -0.08%
      CINF B -0.08%
      WRB C -0.08%
      CTSH C -0.08%
      OMC B -0.08%
      SUI B -0.07%
      ROK D -0.07%
      ROST C -0.07%
      GPC D -0.07%
      LVS D -0.07%
      ROP C -0.06%
      SWKS D -0.06%
      HAL F -0.06%
      CNP C -0.06%
      MSCI C -0.06%
      LEN B -0.06%
      RS D -0.05%
      CDW D -0.05%
      VRSK D -0.05%
      DOV B -0.05%
      RJF C -0.05%
      AME C -0.05%
      RMD C -0.05%
      VMC D -0.05%
      CBOE C -0.05%
      EFX B -0.04%
      BAH C -0.04%
      AVY C -0.04%
      BRO C -0.04%
      GEHC C -0.04%
      HUM F -0.04%
      ROL C -0.04%
      MPWR C -0.04%
      PCG C -0.04%
      ERIE B -0.04%
      VRT C -0.03%
      WAB B -0.03%
      GPN D -0.03%
      WLK D -0.03%
      MLM D -0.03%
      HEI B -0.02%
      LPLA D -0.02%
      TXT D -0.02%
      L C -0.02%
      FCNCA D -0.02%
      WMG D -0.01%
      LEN B -0.01%
      TW B -0.01%
      HEI B -0.01%

      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
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Natural Gas Insurance Telecommunications Bank Cloud Computing Electronics Medicine Banking Chemical Electricity Work From Home IBD 50 Aerospace Disability Petroleum Industry Cloud Infrastructure

      DLN: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Business Services Diversified Industrials Asset Management Capital Markets Semiconductors Banks - Regional - US Drug Manufacturers - Major Aerospace & Defense Household & Personal Products Insurance - Property & Casualty Oil & Gas E&P Utilities - Diversified Credit Services Health Care Plans Packaged Foods Banks - Global Communication Equipment Diagnostics & Research Financial Data & Stock Exchanges
      Keywords: S&P 500 Nasdaq 100 Natural Gas Dow Jones Component Insurance Electricity Computing Bank Banking Electronics Aerospace Investment Bank Real Estate Investment Trust Disability Insurance Products Semiconductor Chemical Financial Products Mining Petroleum Industry
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