ESGU vs. SDY ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to SPDR S&P Dividend ETF (SDY)
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
$128.86
Average Daily Volume
443,769
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
SDY
SPDR S&P Dividend ETF
SDY Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the S&P High Yield Dividend Aristocrats Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the highest dividend yielding S&P Composite 1500® Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It is non-diversified.Grade (RS Rating)
Last Trade
$139.77
Average Daily Volume
187,474
Number of Holdings
*
132
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | SDY |
|---|---|---|
| 30 Days | 2.55% | -1.94% |
| 60 Days | 6.15% | 0.28% |
| 90 Days | 7.83% | 3.66% |
| 12 Months | 34.12% | 21.92% |
44 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in SDY | Overlap | |
|---|---|---|---|---|---|
| ABBV | F | 0.49% | 1.39% | 0.49% | |
| ADI | D | 0.13% | 0.75% | 0.13% | |
| ADM | F | 0.08% | 1.47% | 0.08% | |
| ADP | A | 0.69% | 1.06% | 0.69% | |
| AFL | C | 0.11% | 0.87% | 0.11% | |
| BBY | C | 0.15% | 1.1% | 0.15% | |
| CAH | B | 0.15% | 0.99% | 0.15% | |
| CAT | B | 0.32% | 0.72% | 0.32% | |
| CHD | A | 0.2% | 0.56% | 0.2% | |
| CHRW | A | 0.2% | 0.75% | 0.2% | |
| CL | F | 0.08% | 0.87% | 0.08% | |
| CLX | A | 0.25% | 1.18% | 0.25% | |
| CVX | A | 0.58% | 2.25% | 0.58% | |
| ECL | C | 0.4% | 0.43% | 0.4% | |
| ED | D | 0.09% | 1.42% | 0.09% | |
| EIX | C | 0.11% | 1.7% | 0.11% | |
| ES | D | 0.1% | 1.24% | 0.1% | |
| EXPD | C | 0.25% | 0.54% | 0.25% | |
| FDS | A | 0.15% | 0.47% | 0.15% | |
| GWW | B | 0.37% | 0.43% | 0.37% | |
| HRL | F | 0.09% | 0.51% | 0.09% | |
| IBM | D | 0.53% | 1.43% | 0.53% | |
| JNJ | D | 0.62% | 1.4% | 0.62% | |
| KMB | D | 0.15% | 1.63% | 0.15% | |
| KO | F | 0.87% | 1.25% | 0.87% | |
| LIN | D | 0.35% | 0.55% | 0.35% | |
| LOW | B | 0.38% | 0.83% | 0.38% | |
| MCD | C | 0.31% | 1.13% | 0.31% | |
| MKC | D | 0.1% | 0.98% | 0.1% | |
| NEE | D | 0.41% | 1.07% | 0.41% | |
| NOC | D | 0.2% | 0.78% | 0.2% | |
| NUE | D | 0.12% | 0.77% | 0.12% | |
| PEP | D | 0.39% | 1.5% | 0.39% | |
| PG | C | 0.67% | 1.12% | 0.67% | |
| PNR | A | 0.31% | 0.48% | 0.31% | |
| PPG | F | 0.21% | 0.97% | 0.21% | |
| QCOM | F | 0.29% | 0.96% | 0.29% | |
| SPGI | C | 0.46% | 0.35% | 0.35% | |
| SYY | D | 0.09% | 1.33% | 0.09% | |
| TGT | C | 0.22% | 1.46% | 0.22% | |
| TXN | B | 0.75% | 1.33% | 0.75% | |
| WST | B | 0.1% | 0.13% | 0.1% | |
| WTRG | C | 0.09% | 0.54% | 0.09% | |
| XOM | B | 0.57% | 1.6% | 0.57% |
ESGU Overweight 240 Positions Relative to SDY
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | A | 7.04% | |
| AAPL | C | 6.15% | |
| MSFT | C | 5.76% | |
| AMZN | A | 3.63% | |
| GOOG | C | 2.37% | |
| META | B | 2.28% | |
| TSLA | B | 1.75% | |
| AVGO | C | 1.49% | |
| LLY | F | 1.32% | |
| JPM | A | 1.27% | |
| GOOGL | C | 1.21% | |
| V | A | 1.02% | |
| HD | B | 0.99% | |
| UNH | B | 0.97% | |
| MA | B | 0.93% | |
| COST | B | 0.8% | |
| CRM | B | 0.7% | |
| NOW | A | 0.64% | |
| BAC | A | 0.61% | |
| ORCL | A | 0.6% | |
| INTU | A | 0.59% | |
| NFLX | A | 0.57% | |
| ADBE | C | 0.54% | |
| GILD | B | 0.52% | |
| MS | A | 0.51% | |
| AMAT | F | 0.51% | |
| PRU | B | 0.51% | |
| MRK | F | 0.49% | |
| K | A | 0.48% | |
| AMD | F | 0.47% | |
| CSCO | A | 0.47% | |
| GE | D | 0.46% | |
| TT | B | 0.46% | |
| CMI | A | 0.45% | |
| PEG | C | 0.45% | |
| BR | A | 0.44% | |
| ACN | B | 0.43% | |
| AXP | B | 0.43% | |
| RTX | D | 0.43% | |
| PGR | A | 0.42% | |
| AMGN | F | 0.41% | |
| DIS | B | 0.4% | |
| BK | B | 0.4% | |
| GS | B | 0.39% | |
| CRH | B | 0.39% | |
| BRK.A | B | 0.39% | |
| OKE | A | 0.37% | |
| HON | B | 0.37% | |
| ADSK | B | 0.37% | |
| VZ | D | 0.36% | |
| GIS | F | 0.36% | |
| NI | A | 0.36% | |
| VRTX | B | 0.35% | |
| PNC | B | 0.35% | |
| COP | C | 0.35% | |
| ELV | F | 0.35% | |
| DHR | F | 0.33% | |
| MMM | C | 0.33% | |
| BKNG | A | 0.33% | |
| C | B | 0.33% | |
| EQIX | B | 0.33% | |
| ZTS | D | 0.33% | |
| LRCX | F | 0.32% | |
| ISRG | A | 0.32% | |
| INTC | C | 0.31% | |
| KMI | B | 0.31% | |
| CCI | F | 0.31% | |
| AMT | F | 0.31% | |
| MCK | B | 0.31% | |
| UNP | D | 0.3% | |
| MET | C | 0.3% | |
| HES | B | 0.3% | |
| MCO | C | 0.29% | |
| NXPI | F | 0.28% | |
| PANW | B | 0.27% | |
| CI | D | 0.27% | |
| TRGP | B | 0.27% | |
| PFE | F | 0.26% | |
| HIG | C | 0.25% | |
| WELL | B | 0.24% | |
| SNPS | C | 0.23% | |
| COR | B | 0.23% | |
| UBER | F | 0.23% | |
| LKQ | C | 0.23% | |
| KR | A | 0.23% | |
| FLUT | A | 0.23% | |
| SBUX | B | 0.23% | |
| IDXX | F | 0.23% | |
| DFS | B | 0.23% | |
| DLR | C | 0.23% | |
| EW | F | 0.23% | |
| SYF | B | 0.22% | |
| ANSS | B | 0.22% | |
| KEYS | C | 0.22% | |
| XYL | F | 0.22% | |
| CDNS | B | 0.22% | |
| DE | D | 0.21% | |
| MU | D | 0.21% | |
| AXON | B | 0.21% | |
| ANET | C | 0.21% | |
| TMO | F | 0.21% | |
| DAL | A | 0.21% | |
| DECK | B | 0.2% | |
| CMCSA | B | 0.2% | |
| TRV | B | 0.2% | |
| NDAQ | B | 0.2% | |
| FERG | B | 0.2% | |
| LNG | B | 0.19% | |
| VLTO | D | 0.19% | |
| ETN | B | 0.19% | |
| CMS | D | 0.18% | |
| TAP | B | 0.18% | |
| SCHW | B | 0.18% | |
| CBRE | B | 0.18% | |
| WAT | B | 0.18% | |
| IT | B | 0.17% | |
| MELI | D | 0.17% | |
| WDAY | B | 0.17% | |
| BG | D | 0.17% | |
| HPE | B | 0.17% | |
| MRVL | B | 0.17% | |
| KHC | F | 0.17% | |
| USB | B | 0.17% | |
| MMC | D | 0.17% | |
| GEV | B | 0.17% | |
| JCI | A | 0.17% | |
| COO | D | 0.17% | |
| CARR | C | 0.17% | |
| EXC | C | 0.16% | |
| T | A | 0.16% | |
| NEM | F | 0.16% | |
| EA | A | 0.16% | |
| HBAN | A | 0.16% | |
| BMY | B | 0.16% | |
| REGN | F | 0.16% | |
| STE | D | 0.15% | |
| TSCO | D | 0.15% | |
| D | D | 0.15% | |
| PTC | B | 0.15% | |
| UPS | C | 0.15% | |
| IRM | D | 0.15% | |
| J | D | 0.14% | |
| FTV | C | 0.14% | |
| IQV | F | 0.14% | |
| DGX | B | 0.14% | |
| URI | B | 0.14% | |
| TEAM | B | 0.14% | |
| TWLO | B | 0.14% | |
| BKR | B | 0.14% | |
| HUBS | B | 0.13% | |
| PSX | C | 0.13% | |
| EME | B | 0.13% | |
| SBAC | D | 0.13% | |
| LII | B | 0.13% | |
| RCL | A | 0.13% | |
| PLD | D | 0.13% | |
| OVV | C | 0.13% | |
| PYPL | A | 0.13% | |
| HCA | D | 0.13% | |
| EQT | B | 0.12% | |
| PWR | B | 0.12% | |
| WFC | A | 0.12% | |
| CNH | D | 0.12% | |
| CEG | D | 0.12% | |
| HUBB | C | 0.12% | |
| VEEV | B | 0.12% | |
| ACGL | C | 0.12% | |
| STLD | C | 0.12% | |
| TRMB | B | 0.12% | |
| A | F | 0.12% | |
| FI | A | 0.12% | |
| COF | B | 0.12% | |
| TFC | B | 0.12% | |
| LDOS | C | 0.12% | |
| FICO | B | 0.12% | |
| WSM | F | 0.12% | |
| CMG | B | 0.12% | |
| KKR | B | 0.12% | |
| FIS | B | 0.12% | |
| IR | A | 0.11% | |
| ODFL | B | 0.11% | |
| MDB | C | 0.11% | |
| HLT | A | 0.11% | |
| IEX | B | 0.11% | |
| JBHT | C | 0.11% | |
| AJG | A | 0.11% | |
| FOX | A | 0.11% | |
| LULU | B | 0.11% | |
| OC | A | 0.11% | |
| PAYX | B | 0.11% | |
| HWM | B | 0.11% | |
| AIZ | A | 0.11% | |
| IP | B | 0.11% | |
| DELL | C | 0.11% | |
| NTRS | A | 0.11% | |
| BLK | A | 0.11% | |
| MRO | B | 0.1% | |
| DVA | C | 0.1% | |
| ULTA | C | 0.1% | |
| SLB | C | 0.1% | |
| PHM | D | 0.1% | |
| HPQ | B | 0.1% | |
| JNPR | D | 0.1% | |
| LH | B | 0.1% | |
| POOL | D | 0.1% | |
| WDC | D | 0.1% | |
| FDX | B | 0.1% | |
| SYK | A | 0.1% | |
| GDDY | B | 0.1% | |
| PFG | C | 0.1% | |
| WY | F | 0.1% | |
| WTW | A | 0.1% | |
| FBIN | F | 0.1% | |
| SNOW | C | 0.09% | |
| AKAM | F | 0.09% | |
| KDP | C | 0.09% | |
| DHI | D | 0.09% | |
| IFF | F | 0.09% | |
| CPB | F | 0.09% | |
| NTAP | D | 0.09% | |
| MOH | F | 0.09% | |
| BALL | D | 0.09% | |
| IPG | F | 0.09% | |
| FANG | C | 0.09% | |
| DXCM | C | 0.09% | |
| VLO | C | 0.09% | |
| ZBH | C | 0.09% | |
| ALNY | D | 0.09% | |
| HOLX | D | 0.09% | |
| PARA | B | 0.09% | |
| STX | D | 0.09% | |
| TFX | F | 0.08% | |
| BIIB | F | 0.08% | |
| FSLR | F | 0.08% | |
| AVTR | F | 0.08% | |
| MTD | F | 0.08% | |
| HII | F | 0.07% | |
| CNC | F | 0.07% | |
| DLTR | F | 0.06% | |
| MRNA | F | 0.05% |
ESGU Underweight 88 Positions Relative to SDY
| Symbol | Grade | Weight | |
|---|---|---|---|
| O | D | -2.21% | |
| KVUE | A | -1.79% | |
| XEL | A | -1.74% | |
| WEC | B | -1.69% | |
| MDT | D | -1.48% | |
| SO | D | -1.47% | |
| TROW | A | -1.44% | |
| CINF | A | -1.28% | |
| FAST | B | -1.19% | |
| GPC | D | -1.19% | |
| ITW | B | -1.19% | |
| ATO | B | -1.17% | |
| APD | B | -1.13% | |
| EMR | A | -1.12% | |
| ESS | C | -1.07% | |
| LMT | D | -1.06% | |
| LHX | B | -1.03% | |
| MCHP | F | -0.99% | |
| GD | C | -0.96% | |
| ABT | C | -0.95% | |
| LNT | C | -0.85% | |
| AMCR | D | -0.85% | |
| EVRG | A | -0.83% | |
| SWK | F | -0.81% | |
| NKE | F | -0.8% | |
| RPM | A | -0.78% | |
| WM | A | -0.76% | |
| BDX | F | -0.75% | |
| SJM | F | -0.7% | |
| ALB | C | -0.68% | |
| LECO | C | -0.68% | |
| GGG | B | -0.61% | |
| CB | C | -0.6% | |
| RSG | B | -0.6% | |
| NDSN | B | -0.6% | |
| JKHY | C | -0.59% | |
| DOV | A | -0.58% | |
| ATR | A | -0.58% | |
| AOS | F | -0.57% | |
| WMT | A | -0.52% | |
| TTC | F | -0.52% | |
| DCI | A | -0.52% | |
| ORI | A | -0.51% | |
| RGLD | C | -0.49% | |
| FRT | B | -0.49% | |
| CBSH | A | -0.46% | |
| CFR | B | -0.45% | |
| NNN | F | -0.45% | |
| PB | B | -0.44% | |
| CSL | B | -0.43% | |
| SEIC | A | -0.42% | |
| ERIE | F | -0.42% | |
| MSA | D | -0.41% | |
| RLI | A | -0.4% | |
| CTAS | B | -0.4% | |
| SHW | A | -0.39% | |
| BEN | C | -0.37% | |
| BMI | B | -0.34% | |
| UBSI | B | -0.32% | |
| NFG | D | -0.31% | |
| UMBF | B | -0.31% | |
| SON | F | -0.29% | |
| UGI | D | -0.29% | |
| ROP | A | -0.28% | |
| OZK | B | -0.28% | |
| CASY | B | -0.28% | |
| WRB | B | -0.28% | |
| NJR | A | -0.27% | |
| RNR | D | -0.27% | |
| BRO | B | -0.26% | |
| BKH | A | -0.25% | |
| FELE | B | -0.25% | |
| FUL | F | -0.25% | |
| FLO | F | -0.25% | |
| OGS | B | -0.24% | |
| PII | F | -0.23% | |
| SR | C | -0.22% | |
| CBU | B | -0.21% | |
| LANC | C | -0.21% | |
| PRGO | C | -0.21% | |
| BRC | B | -0.2% | |
| ABM | B | -0.2% | |
| CWT | D | -0.18% | |
| AWR | C | -0.18% | |
| AVA | C | -0.17% | |
| CPK | A | -0.16% | |
| SJW | F | -0.1% | |
| SCL | C | -0.1% |
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
SDY: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Specialty Chemicals
Banks - Regional - US
Household & Personal Products
Utilities - Regulated Gas
Packaged Foods
Business Services
Insurance - Property & Casualty
Semiconductors
Utilities - Regulated Water
Aerospace & Defense
Asset Management
Packaging & Containers
REIT - Retail
Tools & Accessories
Beverages - Soft Drinks
Capital Markets
Discount Stores
Drug Manufacturers - Major
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