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      ESGU vs. JQUA ETF Comparison

      Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to JPMorgan U.S. Quality Factor ETF (JQUA)
      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

      $125.72

      Average Daily Volume

      586,579

      Number of Holdings *

      284

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

      JPMorgan U.S. Quality Factor ETF

      JQUA Description The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan US Quality Factor Index. The fund will invest at least 80% of its assets in securities included in the underlying index. Assets means net assets, plus the amount of borrowing for investment purposes. The underlying index is comprised of U.S. equity securities selected to represent quality factor characteristics.

      Grade (RS Rating)

      Last Trade

      $56.27

      Average Daily Volume

      437,000

      Number of Holdings *

      270

      * may have additional holdings in another (foreign) market
      Performance
      Period ESGU JQUA
      30 Days 2.53% 2.68%
      60 Days 4.44% 5.38%
      90 Days 5.36% 5.83%
      12 Months 31.69% 28.57%
      108 Overlapping Holdings
      Symbol Grade Weight in ESGU Weight in JQUA Overlap
      A C 0.13% 0.35% 0.13%
      AAPL C 6.42% 2.0% 2.0%
      ABBV C 0.5% 1.46% 0.5%
      ACGL C 0.14% 0.36% 0.14%
      ACN C 0.45% 0.92% 0.45%
      ADBE F 0.62% 0.99% 0.62%
      ADI C 0.14% 0.56% 0.14%
      ADP B 0.67% 0.58% 0.58%
      ADSK C 0.34% 0.36% 0.34%
      AFL C 0.12% 0.46% 0.12%
      AJG D 0.12% 0.44% 0.12%
      AKAM D 0.1% 0.2% 0.1%
      AMAT D 0.53% 0.66% 0.53%
      AMGN B 0.45% 0.83% 0.45%
      ANSS D 0.21% 0.18% 0.18%
      AVGO C 1.45% 1.59% 1.45%
      BBY C 0.17% 0.17% 0.17%
      BKNG C 0.28% 0.65% 0.28%
      BLK B 0.1% 0.57% 0.1%
      BMY C 0.16% 0.56% 0.16%
      BR D 0.44% 0.29% 0.29%
      BRK.A C 0.41% 2.18% 0.41%
      CCI C 0.37% 0.16% 0.16%
      CDNS D 0.21% 0.38% 0.21%
      CHD D 0.21% 0.16% 0.16%
      CHRW B 0.19% 0.23% 0.19%
      CL D 0.1% 0.52% 0.1%
      CLX C 0.26% 0.26% 0.26%
      CNC D 0.1% 0.19% 0.1%
      COP D 0.35% 0.38% 0.35%
      COST B 0.83% 1.59% 0.83%
      CRM D 0.59% 1.01% 0.59%
      CSCO C 0.43% 0.9% 0.43%
      CVX D 0.56% 0.66% 0.56%
      DECK C 0.18% 0.25% 0.18%
      DELL D 0.1% 0.16% 0.1%
      DVA B 0.11% 0.22% 0.11%
      EA D 0.16% 0.32% 0.16%
      ED C 0.1% 0.26% 0.1%
      EW F 0.26% 0.26% 0.26%
      EXPD C 0.27% 0.24% 0.24%
      FDS C 0.15% 0.23% 0.15%
      GILD B 0.47% 0.6% 0.47%
      GOOGL D 1.14% 1.62% 1.14%
      GWW B 0.33% 0.36% 0.33%
      HD B 0.99% 1.49% 0.99%
      HIG B 0.26% 0.24% 0.24%
      HOLX C 0.1% 0.29% 0.1%
      HPE D 0.14% 0.14% 0.14%
      HPQ D 0.1% 0.2% 0.1%
      IBM B 0.57% 0.72% 0.57%
      IDXX C 0.28% 0.32% 0.28%
      IEX D 0.1% 0.19% 0.1%
      INTU C 0.61% 0.81% 0.61%
      IT B 0.17% 0.34% 0.17%
      JNJ C 0.7% 1.64% 0.7%
      KEYS C 0.21% 0.23% 0.21%
      KMB D 0.17% 0.36% 0.17%
      KO C 1.03% 0.95% 0.95%
      LDOS B 0.1% 0.17% 0.1%
      LIN B 0.38% 0.96% 0.38%
      LRCX F 0.33% 0.46% 0.33%
      MA B 0.93% 1.62% 0.93%
      MCD B 0.32% 0.96% 0.32%
      MCK F 0.28% 0.2% 0.2%
      MCO B 0.31% 0.5% 0.31%
      META B 2.16% 1.93% 1.93%
      MMC C 0.19% 0.61% 0.19%
      MMM B 0.34% 0.35% 0.34%
      MOH D 0.1% 0.18% 0.1%
      MRK D 0.59% 1.2% 0.59%
      MRVL C 0.14% 0.29% 0.14%
      MSFT C 6.25% 1.8% 1.8%
      MTD D 0.1% 0.25% 0.1%
      NDAQ A 0.2% 0.29% 0.2%
      NOW B 0.6% 0.78% 0.6%
      NTAP D 0.09% 0.18% 0.09%
      NVDA D 6.05% 1.58% 1.58%
      ORCL C 0.54% 0.89% 0.54%
      PANW D 0.25% 0.58% 0.25%
      PAYX C 0.11% 0.35% 0.11%
      PEG C 0.47% 0.13% 0.13%
      PG C 0.74% 1.63% 0.74%
      PGR B 0.44% 0.25% 0.25%
      PHM B 0.11% 0.07% 0.07%
      POOL C 0.1% 0.23% 0.1%
      QCOM D 0.3% 0.78% 0.3%
      REGN C 0.24% 0.63% 0.24%
      SBUX C 0.25% 0.56% 0.25%
      SNOW F 0.09% 0.2% 0.09%
      SNPS F 0.21% 0.38% 0.21%
      SPGI B 0.51% 0.6% 0.51%
      T C 0.16% 0.34% 0.16%
      TEAM D 0.1% 0.23% 0.1%
      TRV C 0.2% 0.42% 0.2%
      TSCO C 0.15% 0.12% 0.12%
      TWLO D 0.1% 0.13% 0.1%
      ULTA D 0.1% 0.16% 0.1%
      UNP C 0.32% 0.76% 0.32%
      UPS D 0.16% 0.04% 0.04%
      V C 1.02% 1.78% 1.02%
      VRTX D 0.35% 0.62% 0.35%
      VZ B 0.41% 0.54% 0.41%
      WDAY D 0.17% 0.29% 0.17%
      WSM D 0.15% 0.22% 0.15%
      WY C 0.11% 0.24% 0.11%
      XOM C 0.56% 1.66% 0.56%
      ZTS C 0.38% 0.47% 0.38%
      ESGU Overweight 176 Positions Relative to JQUA
      Symbol Grade Weight
      AMZN C 3.47%
      GOOG D 2.23%
      LLY C 1.56%
      TSLA C 1.34%
      JPM D 1.17%
      UNH C 0.99%
      TXN C 0.72%
      BAC D 0.56%
      NFLX B 0.53%
      PRU C 0.52%
      K B 0.51%
      AMD D 0.51%
      ELV C 0.49%
      NEE C 0.48%
      GE B 0.47%
      TT B 0.44%
      RTX C 0.44%
      PEP C 0.44%
      GIS B 0.43%
      ECL B 0.42%
      CMI C 0.41%
      MS D 0.41%
      AXP B 0.41%
      AMT C 0.4%
      DIS D 0.39%
      DHR B 0.39%
      LOW B 0.38%
      BK B 0.38%
      HON D 0.37%
      CRH B 0.36%
      NI B 0.36%
      OKE B 0.34%
      GS C 0.34%
      CI C 0.33%
      EQIX C 0.33%
      ISRG B 0.32%
      PNC B 0.32%
      MET B 0.3%
      C D 0.3%
      CAT B 0.3%
      PFE C 0.3%
      PNR B 0.29%
      NXPI F 0.29%
      HES F 0.29%
      LKQ F 0.26%
      KMI B 0.26%
      XYL D 0.25%
      INTC F 0.25%
      TMO B 0.25%
      WELL C 0.24%
      TGT C 0.24%
      UBER C 0.24%
      KR C 0.23%
      PPG D 0.23%
      COR D 0.23%
      DLR B 0.22%
      FLUT B 0.22%
      TRGP B 0.22%
      DE B 0.22%
      VLTO C 0.21%
      NOC B 0.21%
      KHC C 0.2%
      CMS C 0.2%
      COO B 0.2%
      NEM B 0.2%
      FERG D 0.2%
      BG D 0.2%
      MELI B 0.2%
      ANET B 0.2%
      CARR B 0.19%
      DFS C 0.19%
      CMCSA D 0.19%
      EXC C 0.18%
      MU F 0.18%
      CBRE A 0.17%
      DAL C 0.17%
      SYF C 0.17%
      ETN C 0.17%
      STE C 0.17%
      TAP D 0.17%
      LNG C 0.17%
      IQV C 0.16%
      JCI B 0.16%
      SCHW D 0.16%
      PLD C 0.16%
      HCA B 0.16%
      IRM C 0.16%
      USB B 0.16%
      D C 0.16%
      WAT C 0.16%
      CAH C 0.15%
      SBAC C 0.15%
      PSX F 0.14%
      DGX B 0.14%
      J C 0.14%
      FTV C 0.14%
      AXON B 0.14%
      HBAN B 0.14%
      PTC D 0.14%
      CMG C 0.13%
      FIS B 0.13%
      OVV F 0.13%
      LII B 0.13%
      EIX C 0.12%
      VEEV C 0.12%
      FBIN B 0.12%
      BKR C 0.12%
      CNH D 0.12%
      NUE F 0.12%
      PYPL B 0.12%
      TFC C 0.12%
      GEV B 0.12%
      URI B 0.12%
      JNPR B 0.11%
      FICO B 0.11%
      SYK C 0.11%
      KDP B 0.11%
      KKR B 0.11%
      EME B 0.11%
      FI A 0.11%
      FDX C 0.11%
      DHI B 0.11%
      HUBB B 0.11%
      AIZ B 0.11%
      MKC C 0.11%
      ES C 0.11%
      MDB D 0.11%
      PARA F 0.1%
      ODFL D 0.1%
      STLD F 0.1%
      LH C 0.1%
      SLB F 0.1%
      COF B 0.1%
      STX C 0.1%
      IPG C 0.1%
      HRL C 0.1%
      WTRG D 0.1%
      HWM B 0.1%
      EQT D 0.1%
      SYY D 0.1%
      HLT B 0.1%
      WST D 0.1%
      IR C 0.1%
      TRMB C 0.1%
      HUBS D 0.1%
      JBHT D 0.1%
      WDC D 0.1%
      PWR B 0.1%
      ADM D 0.1%
      LULU D 0.1%
      NTRS A 0.1%
      IP B 0.1%
      CEG C 0.1%
      FSLR C 0.1%
      OC D 0.1%
      WTW C 0.1%
      TFX C 0.1%
      FOX B 0.1%
      BALL C 0.1%
      AVTR B 0.1%
      PFG B 0.1%
      CPB C 0.1%
      IFF B 0.1%
      RCL B 0.1%
      FANG D 0.09%
      GDDY C 0.09%
      WFC D 0.09%
      MRO D 0.09%
      ALNY C 0.09%
      HII D 0.09%
      VLO F 0.09%
      ZBH F 0.09%
      BIIB F 0.09%
      DXCM F 0.09%
      MRNA F 0.08%
      DLTR F 0.07%
      ESGU Underweight 162 Positions Relative to JQUA
      Symbol Grade Weight
      TJX B -0.68%
      LMT C -0.67%
      ABT C -0.6%
      MO C -0.56%
      CB B -0.54%
      KLAC D -0.5%
      WM D -0.49%
      CTAS B -0.47%
      AON B -0.43%
      ORLY C -0.43%
      ITW C -0.43%
      PSA B -0.43%
      ICE C -0.42%
      APH D -0.42%
      FTNT C -0.39%
      AZO D -0.39%
      PLTR B -0.38%
      MAR C -0.37%
      ROST C -0.37%
      RMD C -0.36%
      RSG D -0.36%
      CTSH C -0.34%
      EOG D -0.34%
      NVR B -0.33%
      VRSK D -0.33%
      CPRT D -0.33%
      EBAY B -0.33%
      DASH C -0.33%
      BRO C -0.31%
      AMP A -0.31%
      YUM D -0.3%
      MCHP F -0.3%
      ROP C -0.29%
      CRWD D -0.29%
      SPG B -0.29%
      APP C -0.29%
      WRB C -0.28%
      ATO B -0.28%
      ABNB D -0.27%
      EXR B -0.27%
      HRB C -0.27%
      LEN B -0.27%
      WEC C -0.26%
      DOCU C -0.25%
      FFIV B -0.25%
      CBOE C -0.25%
      CLH A -0.25%
      DDOG D -0.25%
      WSO C -0.24%
      LAMR B -0.24%
      MANH B -0.24%
      MSI B -0.24%
      DRI B -0.23%
      MPWR C -0.23%
      TER D -0.23%
      VRSN D -0.23%
      MAA B -0.23%
      ROL C -0.23%
      CTRA F -0.22%
      SAIC C -0.22%
      WMT C -0.22%
      CHE C -0.22%
      OGE C -0.22%
      SEIC C -0.22%
      DOX C -0.22%
      DBX D -0.22%
      EXPE C -0.21%
      GGG C -0.21%
      DT C -0.21%
      LSTR D -0.21%
      SWKS D -0.21%
      LOPE D -0.2%
      DKS D -0.2%
      INCY C -0.2%
      FNF B -0.2%
      SCCO D -0.2%
      CDW D -0.2%
      HST C -0.2%
      TYL C -0.2%
      CF C -0.19%
      NFG B -0.19%
      CRI D -0.19%
      PAYC D -0.19%
      BLDR C -0.19%
      ALSN B -0.19%
      CBSH C -0.18%
      LYV B -0.18%
      PSTG F -0.18%
      LECO F -0.18%
      RNG F -0.18%
      MEDP F -0.18%
      CSL B -0.18%
      QRVO F -0.17%
      VRT C -0.17%
      TPR C -0.17%
      WU F -0.16%
      LSCC D -0.16%
      DLB F -0.16%
      CHH C -0.16%
      DCI C -0.16%
      ELS C -0.16%
      WMS D -0.16%
      ZM C -0.16%
      TDC F -0.15%
      EPAM F -0.15%
      EVRG B -0.15%
      PINS F -0.15%
      MSGS B -0.15%
      NTNX C -0.15%
      JKHY B -0.15%
      SSNC B -0.14%
      EXP B -0.14%
      SMAR C -0.14%
      MTCH C -0.14%
      AFG B -0.14%
      CRUS D -0.14%
      AOS D -0.13%
      MSM D -0.13%
      ZS F -0.13%
      JBL D -0.13%
      ENTG F -0.13%
      TOST C -0.13%
      PATH D -0.12%
      PEGA C -0.12%
      SKX D -0.12%
      DXC C -0.12%
      SNX D -0.11%
      GWRE A -0.11%
      CNM F -0.11%
      NDSN C -0.11%
      CPT B -0.11%
      OKTA F -0.11%
      NKE D -0.11%
      BSY D -0.11%
      PCOR F -0.1%
      YETI D -0.1%
      DV F -0.1%
      AYI B -0.1%
      MTSI D -0.1%
      OLN D -0.1%
      JAZZ D -0.09%
      MPC F -0.09%
      BYD C -0.09%
      EQR B -0.09%
      GLPI C -0.08%
      IPGP F -0.08%
      FAST C -0.08%
      UGI C -0.08%
      ZI D -0.08%
      WH B -0.08%
      RLI B -0.07%
      TPL B -0.07%
      PRI B -0.07%
      CSGP D -0.07%
      RS D -0.06%
      CUBE C -0.06%
      SOLV C -0.05%
      TECH C -0.04%
      GNTX F -0.04%
      AM C -0.03%
      VIRT C -0.02%
      PINC C -0.02%

      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

      JQUA: Top Represented Industries & Keywords

      Industries: Software - Application Software - Infrastructure Semiconductors Information Technology Services Business Services Diversified Industrials Specialty Retail Drug Manufacturers - Major Insurance - Property & Casualty Semiconductor Equipment & Materials Biotechnology Household & Personal Products Internet Content & Information Capital Markets Diagnostics & Research Industrial Distribution Insurance Brokers Integrated Shipping & Logistics Oil & Gas E&P REIT - Residential
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Dow Jones Component Electronics Cloud Computing Work From Home Telecommunications Mobile Devices Semiconductor Software As A Service Integrated Circuits Natural Gas Aerospace Software Cloud Infrastructure Real Estate Investment Trust Clothing IBD 50
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