ESGU vs. REVS ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to Columbia Research Enhanced Value ETF (REVS)
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
REVS
Columbia Research Enhanced Value ETF
REVS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.Grade (RS Rating)
Last Trade
$25.24
Average Daily Volume
11,169
Number of Holdings
*
301
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | REVS |
|---|---|---|
| 30 Days | 2.53% | 3.61% |
| 60 Days | 4.44% | 5.09% |
| 90 Days | 5.36% | 8.83% |
| 12 Months | 31.69% | 24.09% |
91 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in REVS | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 0.5% | 0.83% | 0.5% | |
| ADM | D | 0.1% | 0.37% | 0.1% | |
| ADP | B | 0.67% | 0.09% | 0.09% | |
| AIZ | B | 0.11% | 0.1% | 0.1% | |
| ALNY | C | 0.09% | 0.01% | 0.01% | |
| AMAT | D | 0.53% | 0.2% | 0.2% | |
| AMGN | B | 0.45% | 0.16% | 0.16% | |
| AVTR | B | 0.1% | 0.24% | 0.1% | |
| BAC | D | 0.56% | 2.69% | 0.56% | |
| BG | D | 0.2% | 0.17% | 0.17% | |
| BIIB | F | 0.09% | 0.12% | 0.09% | |
| BK | B | 0.38% | 0.5% | 0.38% | |
| BKNG | C | 0.28% | 0.1% | 0.1% | |
| BLK | B | 0.1% | 1.29% | 0.1% | |
| BMY | C | 0.16% | 1.32% | 0.16% | |
| BR | D | 0.44% | 0.03% | 0.03% | |
| C | C | 0.3% | 1.12% | 0.3% | |
| CAH | C | 0.15% | 0.15% | 0.15% | |
| CAT | B | 0.3% | 1.63% | 0.3% | |
| CI | C | 0.33% | 1.21% | 0.33% | |
| CL | D | 0.1% | 0.5% | 0.1% | |
| CMCSA | D | 0.19% | 1.08% | 0.19% | |
| CMI | C | 0.41% | 0.47% | 0.41% | |
| CNC | D | 0.1% | 0.51% | 0.1% | |
| CRM | D | 0.59% | 0.55% | 0.55% | |
| CSCO | C | 0.43% | 3.11% | 0.43% | |
| CVX | D | 0.56% | 1.48% | 0.56% | |
| DAL | C | 0.17% | 0.33% | 0.17% | |
| DELL | D | 0.1% | 0.36% | 0.1% | |
| DHI | B | 0.11% | 0.7% | 0.11% | |
| DIS | D | 0.39% | 1.16% | 0.39% | |
| EA | D | 0.16% | 0.27% | 0.16% | |
| EIX | C | 0.12% | 0.58% | 0.12% | |
| EME | B | 0.11% | 0.12% | 0.11% | |
| EQIX | C | 0.33% | 1.09% | 0.33% | |
| EXC | C | 0.18% | 0.7% | 0.18% | |
| EXPD | C | 0.27% | 0.17% | 0.17% | |
| FANG | D | 0.09% | 0.19% | 0.09% | |
| FDX | C | 0.11% | 0.74% | 0.11% | |
| FOX | B | 0.1% | 0.03% | 0.03% | |
| FTV | C | 0.14% | 0.29% | 0.14% | |
| GILD | B | 0.47% | 0.4% | 0.4% | |
| GIS | B | 0.43% | 0.54% | 0.43% | |
| HCA | B | 0.16% | 0.76% | 0.16% | |
| HLT | B | 0.1% | 0.32% | 0.1% | |
| HOLX | B | 0.1% | 0.25% | 0.1% | |
| HPE | D | 0.14% | 0.34% | 0.14% | |
| HPQ | D | 0.1% | 0.39% | 0.1% | |
| JNJ | C | 0.7% | 5.4% | 0.7% | |
| JNPR | B | 0.11% | 0.19% | 0.11% | |
| JPM | D | 1.17% | 4.68% | 1.17% | |
| K | B | 0.51% | 0.27% | 0.27% | |
| KHC | C | 0.2% | 0.4% | 0.2% | |
| KMB | D | 0.17% | 0.38% | 0.17% | |
| KR | C | 0.23% | 0.45% | 0.23% | |
| LDOS | B | 0.1% | 0.24% | 0.1% | |
| MCK | F | 0.28% | 0.51% | 0.28% | |
| MET | B | 0.3% | 0.44% | 0.3% | |
| MMC | C | 0.19% | 0.98% | 0.19% | |
| MMM | B | 0.34% | 0.67% | 0.34% | |
| MRNA | F | 0.08% | 0.11% | 0.08% | |
| MRO | C | 0.09% | 0.09% | 0.09% | |
| MTD | D | 0.1% | 0.4% | 0.1% | |
| NI | B | 0.36% | 0.27% | 0.27% | |
| NTAP | D | 0.09% | 0.21% | 0.09% | |
| NUE | F | 0.12% | 0.5% | 0.12% | |
| OC | D | 0.1% | 0.16% | 0.1% | |
| PAYX | C | 0.11% | 0.32% | 0.11% | |
| PHM | B | 0.11% | 0.35% | 0.11% | |
| PPG | D | 0.23% | 0.44% | 0.23% | |
| PRU | C | 0.52% | 0.41% | 0.41% | |
| PSX | F | 0.14% | 0.33% | 0.14% | |
| QCOM | D | 0.3% | 0.18% | 0.18% | |
| REGN | C | 0.24% | 0.44% | 0.24% | |
| SBAC | C | 0.15% | 0.36% | 0.15% | |
| STLD | F | 0.1% | 0.24% | 0.1% | |
| SYF | C | 0.17% | 0.19% | 0.17% | |
| T | C | 0.16% | 1.1% | 0.16% | |
| TAP | D | 0.17% | 0.12% | 0.12% | |
| TGT | C | 0.24% | 0.87% | 0.24% | |
| TT | B | 0.44% | 0.6% | 0.44% | |
| TWLO | D | 0.1% | 0.12% | 0.1% | |
| UNP | C | 0.32% | 0.93% | 0.32% | |
| UPS | D | 0.16% | 1.1% | 0.16% | |
| VLO | F | 0.09% | 0.28% | 0.09% | |
| VRTX | D | 0.35% | 0.25% | 0.25% | |
| WFC | D | 0.09% | 1.91% | 0.09% | |
| WSM | D | 0.15% | 0.09% | 0.09% | |
| WTW | C | 0.1% | 0.29% | 0.1% | |
| WY | C | 0.11% | 0.31% | 0.11% | |
| XOM | C | 0.56% | 3.09% | 0.56% |
ESGU Overweight 193 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 6.42% | |
| MSFT | C | 6.25% | |
| NVDA | D | 6.05% | |
| AMZN | C | 3.47% | |
| GOOG | D | 2.23% | |
| META | B | 2.16% | |
| LLY | C | 1.56% | |
| AVGO | C | 1.45% | |
| TSLA | C | 1.34% | |
| GOOGL | D | 1.14% | |
| KO | C | 1.03% | |
| V | C | 1.02% | |
| HD | B | 0.99% | |
| UNH | C | 0.99% | |
| MA | B | 0.93% | |
| COST | B | 0.83% | |
| PG | C | 0.74% | |
| TXN | C | 0.72% | |
| ADBE | F | 0.62% | |
| INTU | C | 0.61% | |
| NOW | B | 0.6% | |
| MRK | D | 0.59% | |
| IBM | B | 0.57% | |
| ORCL | C | 0.54% | |
| NFLX | B | 0.53% | |
| SPGI | B | 0.51% | |
| AMD | D | 0.51% | |
| ELV | C | 0.49% | |
| NEE | C | 0.48% | |
| GE | B | 0.47% | |
| PEG | B | 0.47% | |
| ACN | C | 0.45% | |
| PGR | B | 0.44% | |
| RTX | C | 0.44% | |
| PEP | C | 0.44% | |
| ECL | B | 0.42% | |
| BRK.A | C | 0.41% | |
| MS | D | 0.41% | |
| AXP | B | 0.41% | |
| VZ | B | 0.41% | |
| AMT | C | 0.4% | |
| DHR | B | 0.39% | |
| LIN | B | 0.38% | |
| LOW | B | 0.38% | |
| ZTS | C | 0.38% | |
| HON | D | 0.37% | |
| CCI | C | 0.37% | |
| CRH | B | 0.36% | |
| COP | D | 0.35% | |
| OKE | B | 0.34% | |
| GS | C | 0.34% | |
| ADSK | C | 0.34% | |
| GWW | B | 0.33% | |
| LRCX | F | 0.33% | |
| ISRG | B | 0.32% | |
| PNC | B | 0.32% | |
| MCD | B | 0.32% | |
| MCO | B | 0.31% | |
| PFE | C | 0.3% | |
| PNR | B | 0.29% | |
| NXPI | F | 0.29% | |
| HES | F | 0.29% | |
| IDXX | C | 0.28% | |
| LKQ | F | 0.26% | |
| EW | F | 0.26% | |
| KMI | B | 0.26% | |
| CLX | C | 0.26% | |
| HIG | B | 0.26% | |
| XYL | C | 0.25% | |
| SBUX | C | 0.25% | |
| INTC | F | 0.25% | |
| TMO | B | 0.25% | |
| PANW | D | 0.25% | |
| WELL | C | 0.24% | |
| UBER | C | 0.24% | |
| COR | D | 0.23% | |
| DLR | B | 0.22% | |
| FLUT | B | 0.22% | |
| TRGP | B | 0.22% | |
| DE | B | 0.22% | |
| CHD | D | 0.21% | |
| CDNS | D | 0.21% | |
| SNPS | D | 0.21% | |
| VLTO | C | 0.21% | |
| KEYS | C | 0.21% | |
| NOC | B | 0.21% | |
| ANSS | D | 0.21% | |
| CMS | C | 0.2% | |
| COO | B | 0.2% | |
| TRV | C | 0.2% | |
| NDAQ | A | 0.2% | |
| NEM | B | 0.2% | |
| FERG | D | 0.2% | |
| MELI | B | 0.2% | |
| ANET | B | 0.2% | |
| CARR | B | 0.19% | |
| DFS | B | 0.19% | |
| CHRW | B | 0.19% | |
| MU | F | 0.18% | |
| DECK | C | 0.18% | |
| IT | B | 0.17% | |
| CBRE | A | 0.17% | |
| ETN | C | 0.17% | |
| STE | C | 0.17% | |
| LNG | C | 0.17% | |
| WDAY | D | 0.17% | |
| BBY | C | 0.17% | |
| IQV | C | 0.16% | |
| JCI | B | 0.16% | |
| SCHW | D | 0.16% | |
| PLD | C | 0.16% | |
| IRM | C | 0.16% | |
| USB | B | 0.16% | |
| D | C | 0.16% | |
| WAT | C | 0.16% | |
| FDS | C | 0.15% | |
| TSCO | C | 0.15% | |
| ACGL | C | 0.14% | |
| ADI | C | 0.14% | |
| DGX | B | 0.14% | |
| J | C | 0.14% | |
| AXON | B | 0.14% | |
| HBAN | B | 0.14% | |
| MRVL | C | 0.14% | |
| PTC | D | 0.14% | |
| CMG | C | 0.13% | |
| FIS | B | 0.13% | |
| OVV | F | 0.13% | |
| A | C | 0.13% | |
| LII | B | 0.13% | |
| VEEV | C | 0.12% | |
| FBIN | B | 0.12% | |
| AJG | D | 0.12% | |
| BKR | C | 0.12% | |
| CNH | D | 0.12% | |
| PYPL | B | 0.12% | |
| TFC | C | 0.12% | |
| AFL | C | 0.12% | |
| GEV | B | 0.12% | |
| URI | B | 0.12% | |
| FICO | B | 0.11% | |
| SYK | C | 0.11% | |
| KDP | B | 0.11% | |
| KKR | B | 0.11% | |
| FI | A | 0.11% | |
| HUBB | B | 0.11% | |
| DVA | B | 0.11% | |
| MKC | C | 0.11% | |
| ES | C | 0.11% | |
| MDB | D | 0.11% | |
| PARA | F | 0.1% | |
| ODFL | D | 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% | |
| IEX | D | 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% | |
| LULU | D | 0.1% | |
| NTRS | A | 0.1% | |
| ULTA | D | 0.1% | |
| IP | B | 0.1% | |
| CEG | C | 0.1% | |
| MOH | D | 0.1% | |
| FSLR | C | 0.1% | |
| AKAM | D | 0.1% | |
| POOL | C | 0.1% | |
| ED | C | 0.1% | |
| TFX | C | 0.1% | |
| BALL | C | 0.1% | |
| TEAM | D | 0.1% | |
| PFG | B | 0.1% | |
| CPB | C | 0.1% | |
| IFF | B | 0.1% | |
| RCL | B | 0.1% | |
| SNOW | F | 0.09% | |
| GDDY | C | 0.09% | |
| HII | D | 0.09% | |
| ZBH | F | 0.09% | |
| DXCM | F | 0.09% | |
| DLTR | F | 0.07% |
ESGU Underweight 210 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| PM | C | -2.59% | |
| MDT | C | -1.6% | |
| MO | C | -1.2% | |
| LMT | C | -0.96% | |
| CME | C | -0.8% | |
| PCG | C | -0.76% | |
| CSX | D | -0.76% | |
| TJX | B | -0.69% | |
| XEL | B | -0.64% | |
| MSI | B | -0.6% | |
| PCAR | D | -0.57% | |
| SPG | B | -0.55% | |
| LEN | B | -0.54% | |
| ROST | C | -0.48% | |
| DTE | C | -0.46% | |
| ETR | B | -0.46% | |
| CSGP | D | -0.45% | |
| OTIS | C | -0.43% | |
| EOG | D | -0.42% | |
| AEE | C | -0.41% | |
| ALL | B | -0.41% | |
| EBAY | B | -0.38% | |
| LYB | D | -0.37% | |
| MPC | F | -0.36% | |
| NVR | B | -0.34% | |
| WAB | B | -0.33% | |
| INVH | C | -0.31% | |
| ARE | C | -0.29% | |
| FITB | B | -0.28% | |
| PKG | B | -0.28% | |
| BAX | C | -0.27% | |
| GPN | D | -0.27% | |
| ZM | C | -0.26% | |
| STT | A | -0.25% | |
| SWKS | D | -0.25% | |
| EVRG | B | -0.24% | |
| TROW | D | -0.23% | |
| VRSN | D | -0.23% | |
| RS | D | -0.23% | |
| RJF | C | -0.22% | |
| OXY | F | -0.22% | |
| CBOE | C | -0.22% | |
| BLDR | C | -0.22% | |
| FCNCA | D | -0.22% | |
| CF | C | -0.22% | |
| AES | C | -0.21% | |
| CAG | C | -0.2% | |
| MAS | B | -0.2% | |
| THC | A | -0.2% | |
| CCL | C | -0.2% | |
| UAL | C | -0.19% | |
| AMH | C | -0.19% | |
| FFIV | B | -0.19% | |
| GLPI | C | -0.19% | |
| CSL | B | -0.19% | |
| WPC | C | -0.19% | |
| RPM | B | -0.18% | |
| TOL | B | -0.18% | |
| SSNC | B | -0.18% | |
| EPAM | F | -0.17% | |
| SNA | C | -0.17% | |
| SWK | B | -0.17% | |
| SW | B | -0.17% | |
| VTRS | D | -0.17% | |
| QRVO | F | -0.16% | |
| HST | C | -0.16% | |
| NTNX | C | -0.16% | |
| RPRX | C | -0.15% | |
| ACM | B | -0.15% | |
| CE | F | -0.15% | |
| DKS | D | -0.14% | |
| RGA | C | -0.14% | |
| EG | C | -0.14% | |
| FTNT | C | -0.14% | |
| L | C | -0.14% | |
| SOLV | C | -0.13% | |
| SNX | D | -0.13% | |
| CW | B | -0.13% | |
| BLD | D | -0.13% | |
| CIEN | C | -0.12% | |
| JLL | B | -0.12% | |
| MOS | F | -0.12% | |
| TPR | C | -0.12% | |
| NNN | C | -0.12% | |
| CACI | B | -0.12% | |
| ARMK | B | -0.12% | |
| MGM | F | -0.11% | |
| EWBC | D | -0.11% | |
| AOS | D | -0.11% | |
| CVNA | B | -0.11% | |
| CRUS | D | -0.11% | |
| INGR | B | -0.11% | |
| BRX | B | -0.11% | |
| OKTA | F | -0.1% | |
| BRBR | C | -0.1% | |
| DCI | C | -0.1% | |
| COKE | C | -0.1% | |
| ACI | F | -0.1% | |
| MHK | C | -0.1% | |
| STAG | C | -0.1% | |
| UNM | B | -0.1% | |
| SKX | D | -0.1% | |
| CTRA | D | -0.1% | |
| JAZZ | D | -0.09% | |
| ALSN | B | -0.09% | |
| HRB | C | -0.09% | |
| UGI | C | -0.09% | |
| WYNN | D | -0.09% | |
| AYI | B | -0.09% | |
| GL | C | -0.09% | |
| KEX | C | -0.08% | |
| WCC | D | -0.08% | |
| G | C | -0.08% | |
| CROX | D | -0.08% | |
| LECO | F | -0.08% | |
| SAIC | C | -0.08% | |
| MIDD | D | -0.08% | |
| SON | C | -0.08% | |
| FHN | D | -0.08% | |
| SF | A | -0.08% | |
| RL | C | -0.08% | |
| PVH | F | -0.07% | |
| R | A | -0.07% | |
| ZION | D | -0.07% | |
| MTG | B | -0.07% | |
| BMRN | F | -0.07% | |
| WTFC | B | -0.07% | |
| SEIC | C | -0.07% | |
| MTCH | C | -0.07% | |
| XP | D | -0.07% | |
| FOXA | B | -0.07% | |
| CRBG | D | -0.07% | |
| OGN | D | -0.07% | |
| WLK | D | -0.07% | |
| FLS | D | -0.07% | |
| WH | B | -0.07% | |
| XRAY | D | -0.07% | |
| OLED | C | -0.07% | |
| NWSA | D | -0.07% | |
| OLN | D | -0.07% | |
| LEA | F | -0.07% | |
| MSA | D | -0.07% | |
| KRC | B | -0.06% | |
| UTHR | C | -0.06% | |
| AXS | B | -0.06% | |
| NYT | C | -0.06% | |
| DBX | D | -0.06% | |
| AZO | D | -0.06% | |
| FTI | D | -0.06% | |
| NEU | D | -0.06% | |
| ESAB | C | -0.06% | |
| THO | D | -0.06% | |
| RYN | C | -0.06% | |
| BILL | D | -0.06% | |
| ASH | D | -0.06% | |
| JHG | B | -0.05% | |
| DINO | F | -0.05% | |
| HIW | B | -0.05% | |
| LNC | D | -0.05% | |
| PRGO | D | -0.05% | |
| GNRC | D | -0.05% | |
| M | F | -0.05% | |
| COLB | B | -0.05% | |
| EPR | B | -0.05% | |
| GAP | F | -0.05% | |
| ROKU | C | -0.05% | |
| CLF | F | -0.05% | |
| AMG | C | -0.05% | |
| AMKR | F | -0.05% | |
| BEN | F | -0.05% | |
| TNL | D | -0.04% | |
| GTES | C | -0.04% | |
| PK | D | -0.04% | |
| CWEN | C | -0.04% | |
| CTAS | B | -0.04% | |
| EEFT | D | -0.04% | |
| SMG | C | -0.04% | |
| OZK | D | -0.04% | |
| SLM | D | -0.04% | |
| INCY | C | -0.04% | |
| VIRT | C | -0.03% | |
| ALGM | F | -0.03% | |
| EXAS | C | -0.03% | |
| TER | D | -0.03% | |
| SAM | F | -0.03% | |
| LPX | B | -0.03% | |
| PSTG | F | -0.03% | |
| PINC | C | -0.03% | |
| CRI | D | -0.03% | |
| EXP | B | -0.03% | |
| WU | F | -0.03% | |
| COLM | C | -0.03% | |
| AZTA | F | -0.03% | |
| CWEN | C | -0.02% | |
| PPC | D | -0.02% | |
| NWS | D | -0.02% | |
| REYN | C | -0.02% | |
| LEN | B | -0.02% | |
| ADTN | D | -0.02% | |
| CIVI | F | -0.02% | |
| INFA | D | -0.02% | |
| CNM | F | -0.02% | |
| PATH | D | -0.01% | |
| SEB | D | -0.01% | |
| CNA | C | -0.01% | |
| LSCC | D | -0.01% | |
| DDS | F | -0.01% | |
| IONS | F | -0.0% | |
| PLTK | C | -0.0% | |
| EXEL | C | -0.0% |
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
REVS: Top Represented Industries & Keywords
Industries:
Biotechnology
Asset Management
Diversified Industrials
Business Services
Banks - Regional - US
Packaged Foods
Semiconductors
Software - Infrastructure
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
Specialty Retail
Apparel Manufacturing
Broadcasting - TV
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