ESGU vs. JDIV ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to JPMorgan Dividend Leaders ETF (JDIV)
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
$131.75
Average Daily Volume
498,018
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
JDIV
JPMorgan Dividend Leaders ETF
JDIV Description
JDIV seeks long-term capital growth and current income through investments in dividend-paying companies and equity-related instruments. Companies selected have been identified as attractively valued and considered dividend leaders. These companies are known to have dividend growth potential and/or can maintain high dividend payouts over time. Individual stock selection begins by assessing securities globally, to identify those with attractive opportunities for underlying earnings growth, resilient business models, strong free cash flow generation, and strong capital allocation. ESG factors are also considered. The portfolio will typically consist of 40 to 90 securities, denominated in US and foreign currencies. The fund is actively managed and may invest in securities of any capitalization but will focus on large-caps. Derivatives may also be utilized to better achieve its investment goals.Grade (RS Rating)
Last Trade
$47.65
Average Daily Volume
1,121
Number of Holdings
*
42
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | JDIV |
|---|---|---|
| 30 Days | 3.68% | -0.86% |
| 60 Days | 4.66% | -2.37% |
| 90 Days | 7.27% | |
| 12 Months | 33.27% |
32 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in JDIV | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.41% | 1.64% | 0.41% | |
| ACN | B | 0.43% | 1.85% | 0.43% | |
| ADI | D | 0.12% | 1.23% | 0.12% | |
| AVGO | D | 1.37% | 1.48% | 1.37% | |
| BAC | A | 0.65% | 1.83% | 0.65% | |
| BKR | C | 0.15% | 1.16% | 0.15% | |
| BMY | B | 0.17% | 0.76% | 0.17% | |
| CMS | C | 0.18% | 0.46% | 0.18% | |
| CRM | B | 0.72% | 1.12% | 0.72% | |
| CVX | B | 0.61% | 0.91% | 0.61% | |
| D | C | 0.15% | 0.69% | 0.15% | |
| DIS | B | 0.47% | 0.84% | 0.47% | |
| FIS | D | 0.13% | 2.47% | 0.13% | |
| HON | B | 0.39% | 1.33% | 0.39% | |
| JNJ | D | 0.62% | 1.62% | 0.62% | |
| KO | D | 0.85% | 1.33% | 0.85% | |
| LIN | D | 0.34% | 1.28% | 0.34% | |
| LOW | C | 0.39% | 1.26% | 0.39% | |
| MA | B | 0.95% | 1.41% | 0.95% | |
| MCD | D | 0.31% | 1.98% | 0.31% | |
| META | D | 2.19% | 3.23% | 2.19% | |
| MRK | F | 0.47% | 0.73% | 0.47% | |
| MS | B | 0.54% | 2.13% | 0.54% | |
| MSFT | D | 5.77% | 5.82% | 5.77% | |
| NEE | D | 0.41% | 1.85% | 0.41% | |
| PLD | D | 0.13% | 0.74% | 0.13% | |
| STX | D | 0.09% | 0.82% | 0.09% | |
| TFC | B | 0.13% | 1.05% | 0.13% | |
| UNH | B | 0.95% | 2.48% | 0.95% | |
| WELL | C | 0.24% | 1.22% | 0.24% | |
| WFC | A | 0.13% | 1.08% | 0.13% | |
| XOM | C | 0.58% | 1.42% | 0.58% |
ESGU Overweight 252 Positions Relative to JDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 6.91% | |
| AAPL | B | 6.22% | |
| AMZN | C | 3.61% | |
| GOOG | C | 2.34% | |
| TSLA | B | 1.78% | |
| JPM | B | 1.34% | |
| LLY | F | 1.21% | |
| GOOGL | C | 1.19% | |
| V | A | 1.05% | |
| HD | A | 1.02% | |
| COST | B | 0.79% | |
| TXN | D | 0.7% | |
| ADP | B | 0.69% | |
| PG | A | 0.69% | |
| NOW | B | 0.66% | |
| INTU | C | 0.61% | |
| NFLX | B | 0.6% | |
| ORCL | C | 0.59% | |
| ADBE | C | 0.56% | |
| PRU | A | 0.54% | |
| IBM | C | 0.52% | |
| PEG | A | 0.48% | |
| GILD | B | 0.48% | |
| K | A | 0.48% | |
| TT | B | 0.47% | |
| SPGI | C | 0.47% | |
| CSCO | A | 0.47% | |
| AMAT | F | 0.46% | |
| CMI | A | 0.46% | |
| GE | D | 0.45% | |
| BR | A | 0.45% | |
| AXP | A | 0.44% | |
| AMD | F | 0.44% | |
| BK | A | 0.42% | |
| PGR | A | 0.42% | |
| RTX | D | 0.42% | |
| BRK.A | B | 0.41% | |
| ECL | D | 0.4% | |
| GS | B | 0.4% | |
| OKE | C | 0.39% | |
| CRH | A | 0.39% | |
| NI | A | 0.38% | |
| PEP | F | 0.38% | |
| AMGN | D | 0.37% | |
| GWW | A | 0.37% | |
| VZ | B | 0.37% | |
| ADSK | B | 0.37% | |
| COP | D | 0.36% | |
| PNC | A | 0.36% | |
| GIS | D | 0.35% | |
| ZTS | D | 0.34% | |
| ELV | F | 0.34% | |
| BKNG | B | 0.34% | |
| C | A | 0.34% | |
| ISRG | C | 0.33% | |
| EQIX | A | 0.33% | |
| HES | C | 0.32% | |
| MCK | C | 0.32% | |
| VRTX | D | 0.32% | |
| CAT | B | 0.32% | |
| PNR | B | 0.32% | |
| MMM | D | 0.32% | |
| KMI | B | 0.32% | |
| MET | A | 0.31% | |
| AMT | D | 0.31% | |
| DHR | D | 0.31% | |
| CCI | D | 0.31% | |
| MCO | A | 0.3% | |
| LRCX | F | 0.29% | |
| INTC | C | 0.29% | |
| UNP | C | 0.29% | |
| CI | D | 0.28% | |
| QCOM | F | 0.28% | |
| TRGP | B | 0.28% | |
| PANW | C | 0.27% | |
| CLX | C | 0.26% | |
| HIG | B | 0.26% | |
| NXPI | D | 0.26% | |
| EW | C | 0.25% | |
| FLUT | A | 0.25% | |
| EXPD | C | 0.25% | |
| SBUX | B | 0.24% | |
| DFS | B | 0.24% | |
| PFE | D | 0.24% | |
| IDXX | F | 0.23% | |
| DAL | B | 0.23% | |
| LKQ | D | 0.23% | |
| TGT | F | 0.23% | |
| UBER | D | 0.23% | |
| DLR | A | 0.23% | |
| DE | B | 0.22% | |
| CDNS | B | 0.22% | |
| AXON | B | 0.22% | |
| XYL | D | 0.22% | |
| COR | C | 0.22% | |
| KR | A | 0.22% | |
| SYF | A | 0.22% | |
| CHD | B | 0.21% | |
| TRV | B | 0.21% | |
| PPG | D | 0.21% | |
| SNPS | B | 0.21% | |
| ANSS | B | 0.21% | |
| SCHW | A | 0.2% | |
| CMCSA | C | 0.2% | |
| LNG | B | 0.2% | |
| FERG | B | 0.2% | |
| DECK | A | 0.2% | |
| KEYS | B | 0.2% | |
| TMO | F | 0.2% | |
| ANET | C | 0.2% | |
| NDAQ | A | 0.2% | |
| CHRW | C | 0.2% | |
| VLTO | C | 0.19% | |
| TAP | C | 0.19% | |
| ETN | A | 0.19% | |
| NOC | D | 0.19% | |
| CBRE | B | 0.18% | |
| JCI | C | 0.18% | |
| BG | F | 0.18% | |
| MU | D | 0.18% | |
| HPE | B | 0.17% | |
| EA | C | 0.17% | |
| HBAN | B | 0.17% | |
| GEV | C | 0.17% | |
| COO | D | 0.17% | |
| MELI | C | 0.17% | |
| MMC | A | 0.17% | |
| CARR | C | 0.17% | |
| USB | A | 0.17% | |
| WAT | B | 0.17% | |
| WDAY | C | 0.17% | |
| BBY | D | 0.16% | |
| FDS | B | 0.16% | |
| UPS | C | 0.16% | |
| MRVL | B | 0.16% | |
| T | A | 0.16% | |
| IT | C | 0.16% | |
| EXC | D | 0.16% | |
| KHC | D | 0.16% | |
| TEAM | B | 0.15% | |
| NEM | F | 0.15% | |
| STE | F | 0.15% | |
| TWLO | B | 0.15% | |
| IRM | C | 0.15% | |
| CAH | B | 0.15% | |
| PTC | A | 0.15% | |
| REGN | F | 0.15% | |
| KMB | C | 0.15% | |
| FTV | B | 0.14% | |
| OVV | C | 0.14% | |
| RCL | B | 0.14% | |
| DGX | B | 0.14% | |
| PYPL | A | 0.14% | |
| TSCO | C | 0.14% | |
| CMG | B | 0.13% | |
| WSM | B | 0.13% | |
| EME | B | 0.13% | |
| LII | A | 0.13% | |
| HUBS | B | 0.13% | |
| J | F | 0.13% | |
| SBAC | D | 0.13% | |
| HCA | F | 0.13% | |
| PSX | C | 0.13% | |
| URI | B | 0.13% | |
| LULU | C | 0.12% | |
| NUE | D | 0.12% | |
| BLK | C | 0.12% | |
| NTRS | A | 0.12% | |
| AFL | B | 0.12% | |
| AIZ | B | 0.12% | |
| TRMB | B | 0.12% | |
| CNH | A | 0.12% | |
| ACGL | D | 0.12% | |
| EQT | B | 0.12% | |
| IQV | F | 0.12% | |
| FICO | B | 0.12% | |
| FI | A | 0.12% | |
| COF | B | 0.12% | |
| KKR | B | 0.12% | |
| WTW | B | 0.11% | |
| FDX | B | 0.11% | |
| PFG | C | 0.11% | |
| GDDY | B | 0.11% | |
| SYK | C | 0.11% | |
| IR | A | 0.11% | |
| EIX | A | 0.11% | |
| PAYX | B | 0.11% | |
| IEX | B | 0.11% | |
| HLT | A | 0.11% | |
| VEEV | B | 0.11% | |
| HWM | B | 0.11% | |
| AJG | A | 0.11% | |
| CEG | D | 0.11% | |
| HUBB | B | 0.11% | |
| DELL | C | 0.11% | |
| STLD | B | 0.11% | |
| A | D | 0.11% | |
| OC | B | 0.11% | |
| PWR | A | 0.11% | |
| FOX | B | 0.11% | |
| IP | B | 0.11% | |
| MKC | D | 0.1% | |
| HOLX | D | 0.1% | |
| JNPR | F | 0.1% | |
| ZBH | C | 0.1% | |
| MRO | B | 0.1% | |
| PHM | C | 0.1% | |
| POOL | C | 0.1% | |
| ES | D | 0.1% | |
| DXCM | C | 0.1% | |
| LH | B | 0.1% | |
| WST | C | 0.1% | |
| FBIN | D | 0.1% | |
| SLB | C | 0.1% | |
| HPQ | B | 0.1% | |
| LDOS | D | 0.1% | |
| ODFL | B | 0.1% | |
| WY | D | 0.1% | |
| JBHT | C | 0.1% | |
| DVA | B | 0.1% | |
| MDB | C | 0.1% | |
| DHI | D | 0.09% | |
| KDP | D | 0.09% | |
| HRL | D | 0.09% | |
| ADM | F | 0.09% | |
| CL | D | 0.09% | |
| AKAM | F | 0.09% | |
| FANG | F | 0.09% | |
| ED | D | 0.09% | |
| SNOW | C | 0.09% | |
| BALL | D | 0.09% | |
| WDC | C | 0.09% | |
| WTRG | B | 0.09% | |
| SYY | C | 0.09% | |
| ULTA | F | 0.09% | |
| PARA | C | 0.09% | |
| VLO | C | 0.09% | |
| TFX | F | 0.08% | |
| AVTR | F | 0.08% | |
| MTD | F | 0.08% | |
| ALNY | D | 0.08% | |
| MOH | F | 0.08% | |
| FSLR | F | 0.08% | |
| IPG | C | 0.08% | |
| IFF | D | 0.08% | |
| NTAP | C | 0.08% | |
| CPB | D | 0.08% | |
| HII | F | 0.07% | |
| CNC | F | 0.07% | |
| BIIB | F | 0.07% | |
| DLTR | D | 0.06% | |
| MRNA | F | 0.04% |
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
JDIV: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Utilities - Regulated Electric
Banks - Global
Oil & Gas Integrated
Restaurants
Advertising Agencies
Apparel Stores
Banks - Regional - US
Beverages - Soft Drinks
Business Services
Capital Markets
Chemicals
Credit Services
Data Storage
Diversified Industrials
Financial Data & Stock Exchanges
Health Care Plans
Home Improvement Stores
Information Technology Services
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