ESGU vs. NULC ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to Nuveen ESG Large-Cap ETF (NULC)
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
$125.04
Average Daily Volume
500,051
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
NULC
Nuveen ESG Large-Cap ETF
NULC Description
The investment seeks to track the investment results, before fees and expenses, of the ICE BofAML Enhanced Yield 1-5 Year US Broad Bond Index (the "index"). Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. The index is designed to broadly capture the 1-5 year U.S. investment grade fixed income market, as represented by a modified version of the ICE BofAML 1-5 Year US Broad Market Index.Grade (RS Rating)
Last Trade
$45.89
Average Daily Volume
1,211
Number of Holdings
*
119
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | NULC |
|---|---|---|
| 30 Days | 1.28% | 1.22% |
| 60 Days | 7.25% | 7.19% |
| 90 Days | 3.70% | 3.71% |
| 12 Months | 34.90% | 32.33% |
105 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in NULC | Overlap | |
|---|---|---|---|---|---|
| A | B | 0.13% | 0.22% | 0.13% | |
| ACGL | A | 0.14% | 0.14% | 0.14% | |
| ADBE | F | 0.6% | 0.48% | 0.48% | |
| ADM | D | 0.1% | 0.58% | 0.1% | |
| ADP | A | 0.66% | 0.9% | 0.66% | |
| AKAM | D | 0.1% | 0.08% | 0.08% | |
| AMAT | D | 0.53% | 1.17% | 0.53% | |
| AMD | D | 0.52% | 0.92% | 0.52% | |
| AMGN | D | 0.45% | 1.1% | 0.45% | |
| AMT | C | 0.38% | 1.2% | 0.38% | |
| AXON | A | 0.15% | 0.56% | 0.15% | |
| BALL | B | 0.1% | 0.38% | 0.1% | |
| BG | D | 0.2% | 0.01% | 0.01% | |
| BKNG | C | 0.29% | 0.38% | 0.29% | |
| BKR | B | 0.13% | 0.69% | 0.13% | |
| C | B | 0.32% | 0.88% | 0.32% | |
| CAH | B | 0.15% | 0.12% | 0.12% | |
| CARR | C | 0.19% | 1.28% | 0.19% | |
| CDNS | D | 0.21% | 0.55% | 0.21% | |
| CI | C | 0.31% | 0.09% | 0.09% | |
| CMCSA | B | 0.19% | 0.73% | 0.19% | |
| CMG | C | 0.13% | 0.97% | 0.13% | |
| CRM | C | 0.61% | 1.35% | 0.61% | |
| DECK | C | 0.18% | 0.29% | 0.18% | |
| DHR | B | 0.38% | 1.6% | 0.38% | |
| DIS | D | 0.39% | 1.43% | 0.39% | |
| DXCM | F | 0.09% | 0.02% | 0.02% | |
| EA | D | 0.15% | 0.32% | 0.15% | |
| ECL | A | 0.42% | 1.31% | 0.42% | |
| ED | A | 0.1% | 0.71% | 0.1% | |
| EME | C | 0.12% | 0.16% | 0.12% | |
| EQIX | B | 0.33% | 0.41% | 0.33% | |
| ETN | C | 0.18% | 1.63% | 0.18% | |
| EW | F | 0.25% | 0.75% | 0.25% | |
| EXC | A | 0.17% | 0.79% | 0.17% | |
| FDX | D | 0.09% | 0.22% | 0.09% | |
| FSLR | C | 0.11% | 0.52% | 0.11% | |
| FTV | B | 0.14% | 0.46% | 0.14% | |
| GILD | A | 0.47% | 0.66% | 0.47% | |
| GOOG | C | 2.28% | 1.79% | 1.79% | |
| GOOGL | C | 1.16% | 2.93% | 1.16% | |
| GS | D | 0.35% | 0.2% | 0.2% | |
| HCA | A | 0.16% | 1.46% | 0.16% | |
| HD | A | 1.0% | 0.21% | 0.21% | |
| HOLX | D | 0.1% | 0.37% | 0.1% | |
| HPE | C | 0.15% | 0.53% | 0.15% | |
| HPQ | C | 0.1% | 0.72% | 0.1% | |
| IBM | C | 0.56% | 1.79% | 0.56% | |
| IDXX | D | 0.28% | 0.06% | 0.06% | |
| INTC | D | 0.27% | 1.09% | 0.27% | |
| IRM | B | 0.16% | 0.47% | 0.16% | |
| IT | C | 0.16% | 0.07% | 0.07% | |
| J | D | 0.14% | 0.39% | 0.14% | |
| JNPR | C | 0.1% | 0.25% | 0.1% | |
| KEYS | C | 0.21% | 0.55% | 0.21% | |
| KO | B | 1.02% | 1.83% | 1.02% | |
| KR | B | 0.22% | 0.43% | 0.22% | |
| LLY | D | 1.53% | 2.62% | 1.53% | |
| LNG | D | 0.17% | 0.81% | 0.17% | |
| LOW | A | 0.38% | 0.81% | 0.38% | |
| MA | A | 0.92% | 2.07% | 0.92% | |
| MCD | A | 0.32% | 1.28% | 0.32% | |
| MCK | F | 0.27% | 1.18% | 0.27% | |
| MCO | C | 0.32% | 0.31% | 0.31% | |
| MELI | C | 0.2% | 1.46% | 0.2% | |
| MMC | D | 0.18% | 1.43% | 0.18% | |
| MMM | B | 0.34% | 0.64% | 0.34% | |
| MRVL | C | 0.14% | 0.78% | 0.14% | |
| MS | B | 0.42% | 1.27% | 0.42% | |
| MSFT | C | 6.22% | 7.28% | 6.22% | |
| NEM | C | 0.2% | 0.25% | 0.2% | |
| NTAP | D | 0.09% | 0.51% | 0.09% | |
| NVDA | C | 5.8% | 7.25% | 5.8% | |
| NXPI | F | 0.29% | 0.11% | 0.11% | |
| OKE | C | 0.34% | 1.03% | 0.34% | |
| PANW | D | 0.24% | 0.16% | 0.16% | |
| PEP | D | 0.42% | 0.81% | 0.42% | |
| PG | C | 0.73% | 1.54% | 0.73% | |
| PGR | C | 0.44% | 1.57% | 0.44% | |
| PNC | C | 0.33% | 1.18% | 0.33% | |
| SNPS | F | 0.21% | 0.88% | 0.21% | |
| SPGI | C | 0.5% | 1.57% | 0.5% | |
| STLD | C | 0.1% | 0.37% | 0.1% | |
| STX | B | 0.1% | 0.44% | 0.1% | |
| T | A | 0.16% | 0.86% | 0.16% | |
| TEAM | D | 0.1% | 0.35% | 0.1% | |
| TFC | D | 0.12% | 0.35% | 0.12% | |
| TGT | C | 0.24% | 1.07% | 0.24% | |
| TRMB | B | 0.1% | 0.3% | 0.1% | |
| TRV | C | 0.19% | 0.46% | 0.19% | |
| TSLA | B | 1.36% | 1.52% | 1.36% | |
| TXN | C | 0.73% | 0.67% | 0.67% | |
| UNP | C | 0.32% | 0.04% | 0.04% | |
| UPS | D | 0.16% | 1.12% | 0.16% | |
| URI | B | 0.13% | 0.47% | 0.13% | |
| USB | C | 0.16% | 0.06% | 0.06% | |
| V | C | 0.99% | 2.02% | 0.99% | |
| VEEV | C | 0.11% | 0.64% | 0.11% | |
| VRTX | D | 0.33% | 0.32% | 0.32% | |
| VZ | A | 0.41% | 0.24% | 0.24% | |
| WDC | C | 0.1% | 0.46% | 0.1% | |
| WELL | B | 0.22% | 0.07% | 0.07% | |
| WST | D | 0.1% | 0.44% | 0.1% | |
| WTW | A | 0.1% | 0.05% | 0.05% | |
| ZTS | B | 0.38% | 0.64% | 0.38% |
ESGU Overweight 179 Positions Relative to NULC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 6.49% | |
| AMZN | C | 3.51% | |
| META | A | 2.28% | |
| AVGO | C | 1.46% | |
| JPM | D | 1.19% | |
| UNH | B | 0.95% | |
| COST | C | 0.81% | |
| JNJ | C | 0.68% | |
| NOW | C | 0.63% | |
| INTU | F | 0.59% | |
| BAC | D | 0.58% | |
| MRK | F | 0.58% | |
| CVX | D | 0.57% | |
| XOM | B | 0.57% | |
| ORCL | C | 0.56% | |
| PRU | C | 0.53% | |
| NFLX | C | 0.52% | |
| K | B | 0.5% | |
| GE | C | 0.49% | |
| ABBV | A | 0.49% | |
| PEG | A | 0.48% | |
| ELV | F | 0.47% | |
| TT | A | 0.46% | |
| NEE | A | 0.46% | |
| CSCO | A | 0.44% | |
| BR | B | 0.43% | |
| RTX | A | 0.43% | |
| AXP | A | 0.42% | |
| GIS | B | 0.42% | |
| ACN | B | 0.42% | |
| BRK.A | C | 0.41% | |
| CMI | B | 0.41% | |
| BK | C | 0.39% | |
| CRH | C | 0.38% | |
| LIN | B | 0.37% | |
| CCI | A | 0.36% | |
| NI | A | 0.36% | |
| HON | B | 0.36% | |
| COP | D | 0.36% | |
| ADSK | C | 0.34% | |
| LRCX | F | 0.33% | |
| GWW | A | 0.33% | |
| CAT | A | 0.32% | |
| ISRG | C | 0.31% | |
| MET | A | 0.31% | |
| PFE | D | 0.3% | |
| QCOM | D | 0.3% | |
| HES | D | 0.3% | |
| PNR | A | 0.29% | |
| KMI | A | 0.27% | |
| EXPD | B | 0.27% | |
| CLX | B | 0.26% | |
| HIG | A | 0.26% | |
| LKQ | F | 0.25% | |
| TMO | C | 0.25% | |
| XYL | B | 0.25% | |
| SBUX | B | 0.24% | |
| REGN | D | 0.24% | |
| UBER | C | 0.24% | |
| DE | A | 0.23% | |
| ANET | B | 0.22% | |
| COR | F | 0.22% | |
| PPG | D | 0.22% | |
| FLUT | B | 0.22% | |
| TRGP | C | 0.22% | |
| VLTO | C | 0.21% | |
| NOC | B | 0.21% | |
| ANSS | D | 0.21% | |
| DLR | C | 0.21% | |
| NDAQ | C | 0.2% | |
| DFS | C | 0.2% | |
| CHRW | A | 0.2% | |
| FERG | F | 0.2% | |
| CHD | B | 0.2% | |
| KHC | B | 0.19% | |
| CMS | A | 0.19% | |
| COO | C | 0.19% | |
| MU | D | 0.18% | |
| SYF | C | 0.18% | |
| KMB | B | 0.17% | |
| WAT | B | 0.17% | |
| CBRE | A | 0.17% | |
| TAP | D | 0.17% | |
| BBY | B | 0.17% | |
| WDAY | D | 0.17% | |
| DAL | B | 0.17% | |
| FDS | C | 0.16% | |
| BMY | B | 0.16% | |
| IQV | F | 0.16% | |
| D | A | 0.16% | |
| JCI | B | 0.16% | |
| SCHW | D | 0.16% | |
| STE | D | 0.16% | |
| PTC | D | 0.15% | |
| HBAN | C | 0.15% | |
| TSCO | A | 0.15% | |
| SBAC | B | 0.15% | |
| WSM | C | 0.15% | |
| PLD | D | 0.15% | |
| PSX | F | 0.14% | |
| DGX | C | 0.14% | |
| ADI | C | 0.14% | |
| GEV | A | 0.13% | |
| CEG | B | 0.13% | |
| PYPL | B | 0.13% | |
| OVV | F | 0.13% | |
| LII | C | 0.13% | |
| AFL | A | 0.12% | |
| FBIN | B | 0.12% | |
| NUE | D | 0.12% | |
| CNH | C | 0.12% | |
| FIS | C | 0.12% | |
| HUBS | D | 0.11% | |
| OC | B | 0.11% | |
| ULTA | D | 0.11% | |
| PWR | B | 0.11% | |
| AJG | D | 0.11% | |
| RCL | C | 0.11% | |
| MDB | D | 0.11% | |
| FI | A | 0.11% | |
| BLK | B | 0.11% | |
| FICO | C | 0.11% | |
| PFG | C | 0.11% | |
| AIZ | A | 0.11% | |
| MKC | B | 0.11% | |
| DVA | B | 0.11% | |
| ES | A | 0.11% | |
| PHM | A | 0.11% | |
| HUBB | A | 0.11% | |
| EIX | A | 0.11% | |
| WY | B | 0.11% | |
| KKR | C | 0.11% | |
| ALNY | B | 0.1% | |
| ODFL | D | 0.1% | |
| MTD | B | 0.1% | |
| SYY | B | 0.1% | |
| HRL | F | 0.1% | |
| GDDY | D | 0.1% | |
| LH | D | 0.1% | |
| IPG | C | 0.1% | |
| CNC | F | 0.1% | |
| CL | D | 0.1% | |
| WFC | D | 0.1% | |
| MRO | D | 0.1% | |
| LULU | D | 0.1% | |
| MOH | D | 0.1% | |
| JBHT | D | 0.1% | |
| HWM | A | 0.1% | |
| TFX | B | 0.1% | |
| IP | B | 0.1% | |
| SLB | F | 0.1% | |
| HLT | B | 0.1% | |
| TWLO | C | 0.1% | |
| IFF | C | 0.1% | |
| LDOS | A | 0.1% | |
| EQT | C | 0.1% | |
| IEX | D | 0.1% | |
| SYK | C | 0.1% | |
| POOL | B | 0.1% | |
| FOX | A | 0.1% | |
| AVTR | D | 0.1% | |
| CPB | D | 0.1% | |
| DELL | D | 0.1% | |
| PAYX | A | 0.1% | |
| KDP | C | 0.1% | |
| NTRS | C | 0.1% | |
| DHI | B | 0.1% | |
| IR | B | 0.1% | |
| COF | C | 0.1% | |
| PARA | F | 0.09% | |
| VLO | F | 0.09% | |
| ZBH | F | 0.09% | |
| FANG | F | 0.09% | |
| WTRG | D | 0.09% | |
| BIIB | F | 0.09% | |
| HII | D | 0.09% | |
| SNOW | F | 0.08% | |
| DLTR | F | 0.07% | |
| MRNA | F | 0.07% |
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
NULC: Top Represented Industries & Keywords
Industries:
Software - Application
Capital Markets
Semiconductors
Diagnostics & Research
Banks - Regional - US
Business Services
Data Storage
Drug Manufacturers - Major
Scientific & Technical Instruments
Specialty Retail
Telecom Services
Beverages - Soft Drinks
Communication Equipment
Credit Services
Diversified Industrials
Engineering & Construction
Farm Products
Home Improvement Stores
Information Technology Services
Insurance - Property & Casualty
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