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      ESGU vs. PBP ETF Comparison

      Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to PowerShares S&P 500 BuyWrite Portfolio (PBP)
      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

      $131.23

      Average Daily Volume

      490,830

      Number of Holdings *

      284

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

      PowerShares S&P 500 BuyWrite Portfolio

      PBP Description The PowerShares S&P 500 BuyWrite Portfolio (Fund) is based on the CBOE S&P 500 BuyWrite IndexTM (Index). The Fund generally will invest at least 90% of its total assets in securities that comprise the Index, including at least 80% of its total assets in common stocks of the 500 companies included in the S&P 500® Index and will write (sell) call options thereon. The Index measures the total rate of return of an S&P 500 covered call strategy. This strategy consists of holding a portfolio indexed to the S&P 500 (Reference Index) and selling a succession of written options, each with an exercise price at or above the prevailing price level of the S&P 500. Dividends paid on the component stocks underlying the S&P 500 and the dollar value of option premiums received from written options are reinvested. The Fund and the Index are rebalanced and reconstituted quarterly.

      Grade (RS Rating)

      Last Trade

      $23.15

      Average Daily Volume

      20,950

      Number of Holdings *

      499

      * may have additional holdings in another (foreign) market
      Performance
      Period ESGU PBP
      30 Days 3.53% 1.82%
      60 Days 4.75% 2.59%
      90 Days 6.66% 4.17%
      12 Months 32.83% 18.42%
      260 Overlapping Holdings
      Symbol Grade Weight in ESGU Weight in PBP Overlap
      A D 0.11% 0.08% 0.08%
      AAPL C 6.22% 7.01% 6.22%
      ABBV D 0.41% 0.61% 0.41%
      ACGL D 0.12% 0.08% 0.08%
      ACN C 0.43% 0.46% 0.43%
      ADBE C 0.56% 0.47% 0.47%
      ADI D 0.12% 0.21% 0.12%
      ADM D 0.09% 0.05% 0.05%
      ADP B 0.69% 0.25% 0.25%
      ADSK A 0.37% 0.13% 0.13%
      AFL B 0.12% 0.11% 0.11%
      AIZ A 0.12% 0.02% 0.02%
      AJG B 0.11% 0.13% 0.11%
      AKAM D 0.09% 0.03% 0.03%
      AMAT F 0.46% 0.31% 0.31%
      AMD F 0.44% 0.45% 0.44%
      AMGN D 0.37% 0.32% 0.32%
      AMT D 0.31% 0.18% 0.18%
      AMZN C 3.61% 3.99% 3.61%
      ANET C 0.2% 0.2% 0.2%
      ANSS B 0.21% 0.06% 0.06%
      AVGO D 1.37% 1.6% 1.37%
      AXON A 0.22% 0.09% 0.09%
      AXP A 0.44% 0.33% 0.33%
      BAC A 0.65% 0.63% 0.63%
      BALL D 0.09% 0.04% 0.04%
      BBY D 0.16% 0.04% 0.04%
      BG F 0.18% 0.03% 0.03%
      BIIB F 0.07% 0.05% 0.05%
      BK A 0.42% 0.12% 0.12%
      BKNG A 0.34% 0.34% 0.34%
      BKR B 0.15% 0.09% 0.09%
      BLK C 0.12% 0.29% 0.12%
      BMY B 0.17% 0.24% 0.17%
      BR A 0.45% 0.05% 0.05%
      BRK.A B 0.41% 1.73% 0.41%
      C A 0.34% 0.26% 0.26%
      CAH B 0.15% 0.06% 0.06%
      CARR D 0.17% 0.13% 0.13%
      CAT B 0.32% 0.38% 0.32%
      CBRE B 0.18% 0.08% 0.08%
      CCI D 0.31% 0.09% 0.09%
      CDNS B 0.22% 0.17% 0.17%
      CEG D 0.11% 0.14% 0.11%
      CHD B 0.21% 0.05% 0.05%
      CHRW C 0.2% 0.03% 0.03%
      CI F 0.28% 0.18% 0.18%
      CL D 0.09% 0.15% 0.09%
      CLX B 0.26% 0.04% 0.04%
      CMCSA B 0.2% 0.34% 0.2%
      CMG B 0.13% 0.17% 0.13%
      CMI A 0.46% 0.1% 0.1%
      CMS C 0.18% 0.04% 0.04%
      CNC D 0.07% 0.06% 0.06%
      COF B 0.12% 0.14% 0.12%
      COP C 0.36% 0.27% 0.27%
      COR B 0.22% 0.09% 0.09%
      COST B 0.79% 0.83% 0.79%
      CPB D 0.08% 0.02% 0.02%
      CRM B 0.72% 0.65% 0.65%
      CSCO B 0.47% 0.47% 0.47%
      CVX A 0.61% 0.56% 0.56%
      D C 0.15% 0.1% 0.1%
      DAL C 0.23% 0.08% 0.08%
      DE A 0.22% 0.2% 0.2%
      DECK A 0.2% 0.05% 0.05%
      DELL C 0.11% 0.08% 0.08%
      DFS B 0.24% 0.09% 0.09%
      DGX A 0.14% 0.04% 0.04%
      DHI D 0.09% 0.1% 0.09%
      DHR F 0.31% 0.31% 0.31%
      DIS B 0.47% 0.4% 0.4%
      DLR B 0.23% 0.11% 0.11%
      DLTR F 0.06% 0.03% 0.03%
      DVA B 0.1% 0.01% 0.01%
      DXCM D 0.1% 0.06% 0.06%
      EA A 0.17% 0.08% 0.08%
      ECL D 0.4% 0.13% 0.13%
      ED D 0.09% 0.07% 0.07%
      EIX B 0.11% 0.06% 0.06%
      ELV F 0.34% 0.19% 0.19%
      EQIX A 0.33% 0.17% 0.17%
      EQT B 0.12% 0.05% 0.05%
      ES D 0.1% 0.04% 0.04%
      ETN A 0.19% 0.29% 0.19%
      EW C 0.25% 0.08% 0.08%
      EXC C 0.16% 0.08% 0.08%
      EXPD D 0.25% 0.03% 0.03%
      FANG D 0.09% 0.07% 0.07%
      FDS B 0.16% 0.04% 0.04%
      FDX B 0.11% 0.13% 0.11%
      FI A 0.12% 0.25% 0.12%
      FICO B 0.12% 0.12% 0.12%
      FIS C 0.13% 0.1% 0.1%
      FOX A 0.11% 0.01% 0.01%
      FSLR F 0.08% 0.04% 0.04%
      FTV C 0.14% 0.05% 0.05%
      GDDY A 0.11% 0.05% 0.05%
      GE D 0.45% 0.39% 0.39%
      GEV B 0.17% 0.18% 0.17%
      GILD C 0.48% 0.23% 0.23%
      GIS D 0.35% 0.07% 0.07%
      GOOG C 2.34% 1.72% 1.72%
      GOOGL C 1.19% 2.08% 1.19%
      GS A 0.4% 0.38% 0.38%
      GWW B 0.37% 0.11% 0.11%
      HBAN A 0.17% 0.05% 0.05%
      HCA F 0.13% 0.13% 0.13%
      HD A 1.02% 0.81% 0.81%
      HES B 0.32% 0.08% 0.08%
      HIG B 0.26% 0.07% 0.07%
      HII D 0.07% 0.02% 0.02%
      HLT A 0.11% 0.12% 0.11%
      HOLX D 0.1% 0.04% 0.04%
      HON B 0.39% 0.3% 0.3%
      HPE B 0.17% 0.06% 0.06%
      HPQ B 0.1% 0.07% 0.07%
      HRL D 0.09% 0.02% 0.02%
      HUBB B 0.11% 0.05% 0.05%
      HWM A 0.11% 0.09% 0.09%
      IBM C 0.52% 0.39% 0.39%
      IDXX F 0.23% 0.07% 0.07%
      IEX B 0.11% 0.04% 0.04%
      IFF D 0.08% 0.05% 0.05%
      INTC D 0.29% 0.22% 0.22%
      INTU C 0.61% 0.4% 0.4%
      IP B 0.11% 0.04% 0.04%
      IPG D 0.08% 0.02% 0.02%
      IQV D 0.12% 0.07% 0.07%
      IR B 0.11% 0.08% 0.08%
      IRM D 0.15% 0.07% 0.07%
      ISRG A 0.33% 0.39% 0.33%
      IT C 0.16% 0.08% 0.08%
      J F 0.13% 0.04% 0.04%
      JBHT C 0.1% 0.03% 0.03%
      JCI C 0.18% 0.12% 0.12%
      JNJ D 0.62% 0.74% 0.62%
      JNPR F 0.1% 0.03% 0.03%
      JPM A 1.34% 1.39% 1.34%
      K A 0.48% 0.04% 0.04%
      KDP D 0.09% 0.07% 0.07%
      KEYS A 0.2% 0.05% 0.05%
      KHC F 0.16% 0.06% 0.06%
      KKR A 0.12% 0.21% 0.12%
      KMB D 0.15% 0.09% 0.09%
      KMI A 0.32% 0.1% 0.1%
      KO D 0.85% 0.49% 0.49%
      KR B 0.22% 0.08% 0.08%
      LDOS C 0.1% 0.05% 0.05%
      LH C 0.1% 0.04% 0.04%
      LIN D 0.34% 0.44% 0.34%
      LKQ D 0.23% 0.02% 0.02%
      LLY F 1.21% 1.25% 1.21%
      LOW D 0.39% 0.31% 0.31%
      LRCX F 0.29% 0.2% 0.2%
      LULU C 0.12% 0.08% 0.08%
      MA C 0.95% 0.87% 0.87%
      MCD D 0.31% 0.43% 0.31%
      MCK B 0.32% 0.16% 0.16%
      MCO B 0.3% 0.15% 0.15%
      MET A 0.31% 0.1% 0.1%
      META D 2.19% 2.55% 2.19%
      MKC D 0.1% 0.04% 0.04%
      MMC B 0.17% 0.22% 0.17%
      MMM D 0.32% 0.15% 0.15%
      MOH F 0.08% 0.04% 0.04%
      MRK F 0.47% 0.5% 0.47%
      MRNA F 0.04% 0.03% 0.03%
      MRO B 0.1% 0.03% 0.03%
      MS A 0.54% 0.33% 0.33%
      MSFT F 5.77% 6.41% 5.77%
      MTD D 0.08% 0.05% 0.05%
      MU D 0.18% 0.22% 0.18%
      NDAQ A 0.2% 0.07% 0.07%
      NEE D 0.41% 0.31% 0.31%
      NEM D 0.15% 0.09% 0.09%
      NFLX A 0.6% 0.73% 0.6%
      NI A 0.38% 0.03% 0.03%
      NOC D 0.19% 0.14% 0.14%
      NOW A 0.66% 0.43% 0.43%
      NTAP C 0.08% 0.05% 0.05%
      NTRS A 0.12% 0.04% 0.04%
      NUE C 0.12% 0.07% 0.07%
      NVDA C 6.91% 7.29% 6.91%
      NXPI D 0.26% 0.12% 0.12%
      ODFL B 0.1% 0.09% 0.09%
      OKE A 0.39% 0.13% 0.13%
      ORCL B 0.59% 0.6% 0.59%
      PANW C 0.27% 0.26% 0.26%
      PARA C 0.09% 0.01% 0.01%
      PAYX C 0.11% 0.09% 0.09%
      PEG A 0.48% 0.09% 0.09%
      PEP F 0.38% 0.46% 0.38%
      PFE D 0.24% 0.3% 0.24%
      PFG D 0.11% 0.04% 0.04%
      PG A 0.69% 0.8% 0.69%
      PGR A 0.42% 0.31% 0.31%
      PHM D 0.1% 0.05% 0.05%
      PLD D 0.13% 0.21% 0.13%
      PNC B 0.36% 0.17% 0.17%
      PNR A 0.32% 0.04% 0.04%
      POOL C 0.1% 0.03% 0.03%
      PPG F 0.21% 0.06% 0.06%
      PRU A 0.54% 0.09% 0.09%
      PSX C 0.13% 0.11% 0.11%
      PTC A 0.15% 0.05% 0.05%
      PWR A 0.11% 0.1% 0.1%
      PYPL B 0.14% 0.18% 0.14%
      QCOM F 0.28% 0.37% 0.28%
      RCL A 0.14% 0.11% 0.11%
      REGN F 0.15% 0.17% 0.15%
      RTX C 0.42% 0.32% 0.32%
      SBAC D 0.13% 0.05% 0.05%
      SBUX A 0.24% 0.23% 0.23%
      SCHW B 0.2% 0.24% 0.2%
      SLB C 0.1% 0.12% 0.1%
      SNPS B 0.21% 0.17% 0.17%
      SPGI C 0.47% 0.33% 0.33%
      STE F 0.15% 0.04% 0.04%
      STLD B 0.11% 0.04% 0.04%
      STX D 0.09% 0.04% 0.04%
      SYF B 0.22% 0.05% 0.05%
      SYK C 0.11% 0.27% 0.11%
      SYY B 0.09% 0.07% 0.07%
      T A 0.16% 0.32% 0.16%
      TAP C 0.19% 0.02% 0.02%
      TFC A 0.13% 0.13% 0.13%
      TFX F 0.08% 0.02% 0.02%
      TGT F 0.23% 0.14% 0.14%
      TMO F 0.2% 0.41% 0.2%
      TRGP B 0.28% 0.08% 0.08%
      TRMB B 0.12% 0.04% 0.04%
      TRV B 0.21% 0.12% 0.12%
      TSCO D 0.14% 0.06% 0.06%
      TSLA B 1.78% 1.75% 1.75%
      TT A 0.47% 0.19% 0.19%
      TXN C 0.7% 0.38% 0.38%
      UBER D 0.23% 0.3% 0.23%
      ULTA F 0.09% 0.04% 0.04%
      UNH C 0.95% 1.11% 0.95%
      UNP C 0.29% 0.29% 0.29%
      UPS C 0.16% 0.2% 0.16%
      URI B 0.13% 0.12% 0.12%
      USB A 0.17% 0.16% 0.16%
      V A 1.05% 1.04% 1.04%
      VLO C 0.09% 0.09% 0.09%
      VLTO D 0.19% 0.05% 0.05%
      VRTX F 0.32% 0.25% 0.25%
      VZ C 0.37% 0.35% 0.35%
      WAT B 0.17% 0.04% 0.04%
      WDC D 0.09% 0.04% 0.04%
      WELL A 0.24% 0.16% 0.16%
      WFC A 0.13% 0.5% 0.13%
      WST C 0.1% 0.05% 0.05%
      WTW B 0.11% 0.06% 0.06%
      WY D 0.1% 0.05% 0.05%
      XOM B 0.58% 1.08% 0.58%
      XYL D 0.22% 0.06% 0.06%
      ZBH C 0.1% 0.04% 0.04%
      ZTS D 0.34% 0.16% 0.16%
      ESGU Overweight 24 Positions Relative to PBP
      Symbol Grade Weight
      CRH A 0.39%
      FLUT A 0.25%
      LNG B 0.2%
      FERG B 0.2%
      COO D 0.17%
      MELI D 0.17%
      WDAY B 0.17%
      MRVL B 0.16%
      TEAM A 0.15%
      TWLO A 0.15%
      OVV B 0.14%
      WSM B 0.13%
      EME C 0.13%
      LII A 0.13%
      HUBS A 0.13%
      CNH C 0.12%
      VEEV C 0.11%
      OC A 0.11%
      FBIN D 0.1%
      MDB C 0.1%
      SNOW C 0.09%
      WTRG B 0.09%
      AVTR F 0.08%
      ALNY D 0.08%
      ESGU Underweight 239 Positions Relative to PBP
      Symbol Grade Weight
      WMT A -0.74%
      PM B -0.4%
      ABT B -0.4%
      TJX A -0.27%
      BSX B -0.26%
      BX A -0.26%
      TMUS B -0.24%
      PLTR B -0.24%
      LMT D -0.23%
      CB C -0.22%
      MDT D -0.22%
      BA F -0.2%
      MO A -0.19%
      SO D -0.19%
      KLAC D -0.18%
      APH A -0.18%
      MDLZ F -0.18%
      ICE C -0.18%
      PH A -0.18%
      SHW A -0.18%
      NKE D -0.18%
      AON A -0.17%
      MSI B -0.17%
      DUK C -0.17%
      EOG A -0.16%
      CRWD B -0.16%
      CME A -0.16%
      WM A -0.16%
      ITW B -0.15%
      EMR A -0.15%
      CTAS B -0.15%
      GD F -0.15%
      WMB A -0.14%
      CSX B -0.14%
      CVS D -0.14%
      APD A -0.14%
      ORLY B -0.14%
      TDG D -0.14%
      FCX D -0.13%
      GM B -0.13%
      BDX F -0.13%
      MAR B -0.13%
      SRE A -0.12%
      ABNB C -0.12%
      NSC B -0.12%
      FTNT C -0.12%
      PCAR B -0.12%
      ROP B -0.12%
      PSA D -0.11%
      MPC D -0.11%
      SPG B -0.11%
      AMP A -0.11%
      FAST B -0.1%
      LHX C -0.1%
      ROST C -0.1%
      VST B -0.1%
      MSCI C -0.1%
      AIG B -0.1%
      O D -0.1%
      AEP D -0.1%
      CPRT A -0.1%
      ALL A -0.1%
      AZO C -0.1%
      RSG A -0.09%
      F C -0.09%
      AME A -0.09%
      PCG A -0.09%
      KVUE A -0.09%
      VMC B -0.08%
      GEHC F -0.08%
      STZ D -0.08%
      CHTR C -0.08%
      XEL A -0.08%
      YUM B -0.08%
      MNST C -0.08%
      CTVA C -0.08%
      OTIS C -0.08%
      CTSH B -0.08%
      VRSK A -0.08%
      LEN D -0.08%
      AVB B -0.07%
      GRMN B -0.07%
      EFX F -0.07%
      ROK B -0.07%
      VICI C -0.07%
      RMD C -0.07%
      OXY D -0.07%
      HUM C -0.07%
      WAB B -0.07%
      EXR D -0.07%
      DD D -0.07%
      MCHP D -0.07%
      MTB A -0.07%
      MLM B -0.07%
      GLW B -0.07%
      DOV A -0.06%
      STT A -0.06%
      MPWR F -0.06%
      ON D -0.06%
      NVR D -0.06%
      TTWO A -0.06%
      GPN B -0.06%
      RJF A -0.06%
      UAL A -0.06%
      WEC A -0.06%
      EBAY D -0.06%
      CSGP D -0.06%
      DOW F -0.06%
      ETR B -0.06%
      FITB A -0.06%
      TDY B -0.05%
      ATO A -0.05%
      EXPE B -0.05%
      CINF A -0.05%
      AEE A -0.05%
      RF A -0.05%
      CDW F -0.05%
      PPL B -0.05%
      CCL B -0.05%
      DVN F -0.05%
      DTE C -0.05%
      SW A -0.05%
      EQR B -0.05%
      AWK D -0.05%
      CPAY A -0.05%
      BRO B -0.05%
      VTR C -0.05%
      HSY F -0.05%
      TYL B -0.05%
      HAL C -0.05%
      TROW B -0.05%
      TER D -0.04%
      KEY B -0.04%
      WRB A -0.04%
      TSN B -0.04%
      PODD C -0.04%
      MAA B -0.04%
      CTRA B -0.04%
      SNA A -0.04%
      NRG B -0.04%
      INVH D -0.04%
      LUV C -0.04%
      ESS B -0.04%
      CNP B -0.04%
      DRI B -0.04%
      LYV A -0.04%
      ZBRA B -0.04%
      OMC C -0.04%
      CBOE B -0.04%
      CFG B -0.04%
      FE C -0.04%
      PKG A -0.04%
      BLDR D -0.04%
      LYB F -0.04%
      WBD C -0.04%
      INCY C -0.03%
      JKHY D -0.03%
      CPT B -0.03%
      CAG D -0.03%
      SWK D -0.03%
      TPR B -0.03%
      UDR B -0.03%
      SWKS F -0.03%
      NDSN B -0.03%
      EPAM C -0.03%
      FFIV B -0.03%
      ROL B -0.03%
      RVTY F -0.03%
      APTV D -0.03%
      EVRG A -0.03%
      JBL B -0.03%
      AMCR D -0.03%
      DOC D -0.03%
      VTRS A -0.03%
      L A -0.03%
      EL F -0.03%
      LNT A -0.03%
      DPZ C -0.03%
      CF B -0.03%
      VRSN F -0.03%
      ALGN D -0.03%
      EG C -0.03%
      AVY D -0.03%
      TXT D -0.03%
      BAX D -0.03%
      GEN B -0.03%
      KIM A -0.03%
      ARE D -0.03%
      DG F -0.03%
      LVS C -0.03%
      GPC D -0.03%
      MAS D -0.03%
      BWA D -0.02%
      IVZ B -0.02%
      MTCH D -0.02%
      CE F -0.02%
      HAS D -0.02%
      APA D -0.02%
      MOS F -0.02%
      CZR F -0.02%
      HSIC B -0.02%
      RL B -0.02%
      FRT B -0.02%
      ENPH F -0.02%
      MGM D -0.02%
      WYNN D -0.02%
      AOS F -0.02%
      SMCI F -0.02%
      SOLV C -0.02%
      GL B -0.02%
      AES F -0.02%
      MKTX D -0.02%
      CRL C -0.02%
      PNW B -0.02%
      ERIE D -0.02%
      CTLT B -0.02%
      FOXA B -0.02%
      PAYC B -0.02%
      NWSA B -0.02%
      GNRC B -0.02%
      TECH D -0.02%
      BXP D -0.02%
      LW C -0.02%
      NCLH B -0.02%
      EMN D -0.02%
      SJM D -0.02%
      UHS D -0.02%
      ALB C -0.02%
      REG B -0.02%
      DAY B -0.02%
      KMX B -0.02%
      HST C -0.02%
      ALLE D -0.02%
      NWS B -0.01%
      WBA F -0.01%
      QRVO F -0.01%
      BEN C -0.01%
      FMC D -0.01%
      MHK D -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

      PBP: Top Represented Industries & Keywords

      Industries: Diversified Industrials Software - Application Utilities - Regulated Electric Business Services Semiconductors Diagnostics & Research Asset Management Oil & Gas E&P Aerospace & Defense Banks - Regional - US Capital Markets Drug Manufacturers - Major Packaged Foods Medical Devices Medical Instruments & Supplies Specialty Retail Credit Services Health Care Plans Household & Personal Products Information Technology Services
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Electricity Insurance Dow Jones Component Electronics Chemical Medicine Real Estate Investment Trust Aerospace Telecommunications Bank Semiconductor Banking Insurance Products Petroleum Industry Transport Investment Bank
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