ESGU vs. UDIV ETF Comparison
Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to Franklin U.S. Core Dividend Tilt Index ETF (UDIV)
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
UDIV
Franklin U.S. Core Dividend Tilt Index ETF
UDIV Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Dividend Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries with high and persistent dividend income that have favorable exposure to a quality investment style factor.Grade (RS Rating)
Last Trade
$46.42
Average Daily Volume
4,741
Number of Holdings
*
277
* may have additional holdings in another (foreign) market
Performance
| Period | ESGU | UDIV |
|---|---|---|
| 30 Days | 3.53% | 2.89% |
| 60 Days | 4.75% | 4.78% |
| 90 Days | 6.66% | 6.71% |
| 12 Months | 32.83% | 35.02% |
151 Overlapping Holdings
| Symbol | Grade | Weight in ESGU | Weight in UDIV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.22% | 6.17% | 6.17% | |
| ABBV | D | 0.41% | 0.97% | 0.41% | |
| ACN | C | 0.43% | 0.45% | 0.43% | |
| ADBE | C | 0.56% | 0.35% | 0.35% | |
| ADI | D | 0.12% | 0.52% | 0.12% | |
| ADP | B | 0.69% | 0.13% | 0.13% | |
| AMAT | F | 0.46% | 0.38% | 0.38% | |
| AMD | F | 0.44% | 0.43% | 0.43% | |
| AMGN | D | 0.37% | 0.62% | 0.37% | |
| AMT | D | 0.31% | 0.35% | 0.31% | |
| AMZN | C | 3.61% | 3.48% | 3.48% | |
| ANET | C | 0.2% | 0.28% | 0.2% | |
| AVGO | D | 1.37% | 1.72% | 1.37% | |
| AXON | A | 0.22% | 0.08% | 0.08% | |
| BAC | A | 0.65% | 0.65% | 0.65% | |
| BBY | D | 0.16% | 0.11% | 0.11% | |
| BK | A | 0.42% | 0.33% | 0.33% | |
| BKR | B | 0.15% | 0.18% | 0.15% | |
| BLK | C | 0.12% | 0.87% | 0.12% | |
| BMY | B | 0.17% | 0.69% | 0.17% | |
| BR | A | 0.45% | 0.11% | 0.11% | |
| C | A | 0.34% | 0.82% | 0.34% | |
| CAH | B | 0.15% | 0.02% | 0.02% | |
| CAT | B | 0.32% | 0.1% | 0.1% | |
| CCI | D | 0.31% | 0.24% | 0.24% | |
| CDNS | B | 0.22% | 0.14% | 0.14% | |
| CLX | B | 0.26% | 0.12% | 0.12% | |
| CMCSA | B | 0.2% | 0.36% | 0.2% | |
| CMG | B | 0.13% | 0.12% | 0.12% | |
| CMI | A | 0.46% | 0.3% | 0.3% | |
| CMS | C | 0.18% | 0.11% | 0.11% | |
| CNH | C | 0.12% | 0.06% | 0.06% | |
| COP | C | 0.36% | 0.25% | 0.25% | |
| COST | B | 0.79% | 0.26% | 0.26% | |
| CPB | D | 0.08% | 0.05% | 0.05% | |
| CRM | B | 0.72% | 0.51% | 0.51% | |
| CSCO | B | 0.47% | 0.86% | 0.47% | |
| CVX | A | 0.61% | 1.12% | 0.61% | |
| D | C | 0.15% | 0.27% | 0.15% | |
| DELL | C | 0.11% | 0.1% | 0.1% | |
| DFS | B | 0.24% | 0.14% | 0.14% | |
| DIS | B | 0.47% | 0.13% | 0.13% | |
| DLR | B | 0.23% | 0.32% | 0.23% | |
| ED | D | 0.09% | 0.19% | 0.09% | |
| EIX | B | 0.11% | 0.19% | 0.11% | |
| EQIX | A | 0.33% | 0.21% | 0.21% | |
| ES | D | 0.1% | 0.12% | 0.1% | |
| ETN | A | 0.19% | 0.41% | 0.19% | |
| EXC | C | 0.16% | 0.22% | 0.16% | |
| FANG | D | 0.09% | 0.21% | 0.09% | |
| FDX | B | 0.11% | 0.08% | 0.08% | |
| FIS | C | 0.13% | 0.02% | 0.02% | |
| GILD | C | 0.48% | 0.63% | 0.48% | |
| GIS | D | 0.35% | 0.2% | 0.2% | |
| GOOG | C | 2.34% | 1.73% | 1.73% | |
| GOOGL | C | 1.19% | 1.92% | 1.19% | |
| GS | A | 0.4% | 0.44% | 0.4% | |
| HBAN | A | 0.17% | 0.16% | 0.16% | |
| HD | A | 1.02% | 1.06% | 1.02% | |
| HON | B | 0.39% | 0.18% | 0.18% | |
| HPE | B | 0.17% | 0.1% | 0.1% | |
| HPQ | B | 0.1% | 0.23% | 0.1% | |
| HRL | D | 0.09% | 0.05% | 0.05% | |
| HUBB | B | 0.11% | 0.06% | 0.06% | |
| HUBS | A | 0.13% | 0.06% | 0.06% | |
| IBM | C | 0.52% | 0.81% | 0.52% | |
| IFF | D | 0.08% | 0.13% | 0.08% | |
| INTC | D | 0.29% | 0.41% | 0.29% | |
| INTU | C | 0.61% | 0.47% | 0.47% | |
| IP | B | 0.11% | 0.12% | 0.11% | |
| IPG | D | 0.08% | 0.06% | 0.06% | |
| IRM | D | 0.15% | 0.17% | 0.15% | |
| ISRG | A | 0.33% | 0.14% | 0.14% | |
| JCI | C | 0.18% | 0.23% | 0.18% | |
| JNJ | D | 0.62% | 1.16% | 0.62% | |
| JNPR | F | 0.1% | 0.07% | 0.07% | |
| JPM | A | 1.34% | 1.35% | 1.34% | |
| K | A | 0.48% | 0.12% | 0.12% | |
| KHC | F | 0.16% | 0.16% | 0.16% | |
| KKR | A | 0.12% | 0.16% | 0.12% | |
| KMB | D | 0.15% | 0.26% | 0.15% | |
| KMI | A | 0.32% | 0.32% | 0.32% | |
| KO | D | 0.85% | 0.74% | 0.74% | |
| LIN | D | 0.34% | 0.14% | 0.14% | |
| LKQ | D | 0.23% | 0.06% | 0.06% | |
| LLY | F | 1.21% | 1.21% | 1.21% | |
| LOW | D | 0.39% | 0.27% | 0.27% | |
| LRCX | F | 0.29% | 0.34% | 0.29% | |
| MA | C | 0.95% | 0.23% | 0.23% | |
| MCD | D | 0.31% | 0.23% | 0.23% | |
| MDB | C | 0.1% | 0.05% | 0.05% | |
| MELI | D | 0.17% | 0.28% | 0.17% | |
| MET | A | 0.31% | 0.11% | 0.11% | |
| META | D | 2.19% | 2.13% | 2.13% | |
| MMM | D | 0.32% | 0.36% | 0.32% | |
| MRK | F | 0.47% | 0.71% | 0.47% | |
| MRVL | B | 0.16% | 0.12% | 0.12% | |
| MS | A | 0.54% | 0.94% | 0.54% | |
| MSFT | F | 5.77% | 6.07% | 5.77% | |
| MU | D | 0.18% | 0.2% | 0.18% | |
| NEE | D | 0.41% | 0.11% | 0.11% | |
| NEM | D | 0.15% | 0.01% | 0.01% | |
| NFLX | A | 0.6% | 0.64% | 0.6% | |
| NI | A | 0.38% | 0.09% | 0.09% | |
| NOW | A | 0.66% | 0.47% | 0.47% | |
| NTAP | C | 0.08% | 0.14% | 0.08% | |
| NTRS | A | 0.12% | 0.13% | 0.12% | |
| NVDA | C | 6.91% | 6.83% | 6.83% | |
| NXPI | D | 0.26% | 0.35% | 0.26% | |
| OKE | A | 0.39% | 0.38% | 0.38% | |
| ORCL | B | 0.59% | 0.5% | 0.5% | |
| PANW | C | 0.27% | 0.27% | 0.27% | |
| PAYX | C | 0.11% | 0.26% | 0.11% | |
| PEG | A | 0.48% | 0.16% | 0.16% | |
| PEP | F | 0.38% | 0.57% | 0.38% | |
| PFE | D | 0.24% | 0.66% | 0.24% | |
| PFG | D | 0.11% | 0.12% | 0.11% | |
| PG | A | 0.69% | 0.78% | 0.69% | |
| PLD | D | 0.13% | 0.43% | 0.13% | |
| PNC | B | 0.36% | 0.5% | 0.36% | |
| PRU | A | 0.54% | 0.28% | 0.28% | |
| PSX | C | 0.13% | 0.22% | 0.13% | |
| QCOM | F | 0.28% | 0.74% | 0.28% | |
| RTX | C | 0.42% | 0.18% | 0.18% | |
| SBUX | A | 0.24% | 0.3% | 0.24% | |
| SLB | C | 0.1% | 0.06% | 0.06% | |
| SNOW | C | 0.09% | 0.06% | 0.06% | |
| SNPS | B | 0.21% | 0.11% | 0.11% | |
| STX | D | 0.09% | 0.11% | 0.09% | |
| SYK | C | 0.11% | 0.02% | 0.02% | |
| SYY | B | 0.09% | 0.17% | 0.09% | |
| T | A | 0.16% | 0.79% | 0.16% | |
| TAP | C | 0.19% | 0.05% | 0.05% | |
| TFC | A | 0.13% | 0.38% | 0.13% | |
| TGT | F | 0.23% | 0.28% | 0.23% | |
| TSCO | D | 0.14% | 0.04% | 0.04% | |
| TSLA | B | 1.78% | 1.48% | 1.48% | |
| TT | A | 0.47% | 0.02% | 0.02% | |
| TXN | C | 0.7% | 0.85% | 0.7% | |
| UBER | D | 0.23% | 0.28% | 0.23% | |
| UNH | C | 0.95% | 0.87% | 0.87% | |
| UNP | C | 0.29% | 0.3% | 0.29% | |
| UPS | C | 0.16% | 0.57% | 0.16% | |
| USB | A | 0.17% | 0.47% | 0.17% | |
| V | A | 1.05% | 0.34% | 0.34% | |
| VLO | C | 0.09% | 0.08% | 0.08% | |
| VZ | C | 0.37% | 0.77% | 0.37% | |
| WDAY | B | 0.17% | 0.06% | 0.06% | |
| WELL | A | 0.24% | 0.12% | 0.12% | |
| WFC | A | 0.13% | 0.42% | 0.13% | |
| XOM | B | 0.58% | 1.35% | 0.58% |
ESGU Overweight 133 Positions Relative to UDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPGI | C | 0.47% | |
| GE | D | 0.45% | |
| AXP | A | 0.44% | |
| PGR | A | 0.42% | |
| BRK.A | B | 0.41% | |
| ECL | D | 0.4% | |
| CRH | A | 0.39% | |
| GWW | B | 0.37% | |
| ADSK | A | 0.37% | |
| ZTS | D | 0.34% | |
| ELV | F | 0.34% | |
| BKNG | A | 0.34% | |
| HES | B | 0.32% | |
| MCK | B | 0.32% | |
| VRTX | F | 0.32% | |
| PNR | A | 0.32% | |
| DHR | F | 0.31% | |
| MCO | B | 0.3% | |
| CI | F | 0.28% | |
| TRGP | B | 0.28% | |
| HIG | B | 0.26% | |
| EW | C | 0.25% | |
| FLUT | A | 0.25% | |
| EXPD | D | 0.25% | |
| IDXX | F | 0.23% | |
| DAL | C | 0.23% | |
| DE | A | 0.22% | |
| XYL | D | 0.22% | |
| COR | B | 0.22% | |
| KR | B | 0.22% | |
| SYF | B | 0.22% | |
| CHD | B | 0.21% | |
| TRV | B | 0.21% | |
| PPG | F | 0.21% | |
| ANSS | B | 0.21% | |
| SCHW | B | 0.2% | |
| LNG | B | 0.2% | |
| FERG | B | 0.2% | |
| DECK | A | 0.2% | |
| KEYS | A | 0.2% | |
| TMO | F | 0.2% | |
| NDAQ | A | 0.2% | |
| CHRW | C | 0.2% | |
| VLTO | D | 0.19% | |
| NOC | D | 0.19% | |
| CBRE | B | 0.18% | |
| BG | F | 0.18% | |
| EA | A | 0.17% | |
| GEV | B | 0.17% | |
| COO | D | 0.17% | |
| MMC | B | 0.17% | |
| CARR | D | 0.17% | |
| WAT | B | 0.17% | |
| FDS | B | 0.16% | |
| IT | C | 0.16% | |
| TEAM | A | 0.15% | |
| STE | F | 0.15% | |
| TWLO | A | 0.15% | |
| PTC | A | 0.15% | |
| REGN | F | 0.15% | |
| FTV | C | 0.14% | |
| OVV | B | 0.14% | |
| RCL | A | 0.14% | |
| DGX | A | 0.14% | |
| PYPL | B | 0.14% | |
| WSM | B | 0.13% | |
| EME | C | 0.13% | |
| LII | A | 0.13% | |
| J | F | 0.13% | |
| SBAC | D | 0.13% | |
| HCA | F | 0.13% | |
| URI | B | 0.13% | |
| LULU | C | 0.12% | |
| NUE | C | 0.12% | |
| AFL | B | 0.12% | |
| AIZ | A | 0.12% | |
| TRMB | B | 0.12% | |
| ACGL | D | 0.12% | |
| EQT | B | 0.12% | |
| IQV | D | 0.12% | |
| FICO | B | 0.12% | |
| FI | A | 0.12% | |
| COF | B | 0.12% | |
| WTW | B | 0.11% | |
| GDDY | A | 0.11% | |
| IR | B | 0.11% | |
| IEX | B | 0.11% | |
| HLT | A | 0.11% | |
| VEEV | C | 0.11% | |
| HWM | A | 0.11% | |
| AJG | B | 0.11% | |
| CEG | D | 0.11% | |
| STLD | B | 0.11% | |
| A | D | 0.11% | |
| OC | A | 0.11% | |
| PWR | A | 0.11% | |
| FOX | A | 0.11% | |
| MKC | D | 0.1% | |
| HOLX | D | 0.1% | |
| ZBH | C | 0.1% | |
| MRO | B | 0.1% | |
| PHM | D | 0.1% | |
| POOL | C | 0.1% | |
| DXCM | D | 0.1% | |
| LH | C | 0.1% | |
| WST | C | 0.1% | |
| FBIN | D | 0.1% | |
| LDOS | C | 0.1% | |
| ODFL | B | 0.1% | |
| WY | D | 0.1% | |
| JBHT | C | 0.1% | |
| DVA | B | 0.1% | |
| DHI | D | 0.09% | |
| KDP | D | 0.09% | |
| ADM | D | 0.09% | |
| CL | D | 0.09% | |
| AKAM | D | 0.09% | |
| BALL | D | 0.09% | |
| WDC | D | 0.09% | |
| WTRG | B | 0.09% | |
| ULTA | F | 0.09% | |
| PARA | C | 0.09% | |
| TFX | F | 0.08% | |
| AVTR | F | 0.08% | |
| MTD | D | 0.08% | |
| ALNY | D | 0.08% | |
| MOH | F | 0.08% | |
| FSLR | F | 0.08% | |
| HII | D | 0.07% | |
| CNC | D | 0.07% | |
| BIIB | F | 0.07% | |
| DLTR | F | 0.06% | |
| MRNA | F | 0.04% |
ESGU Underweight 126 Positions Relative to UDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| PM | B | -0.86% | |
| BX | A | -0.76% | |
| MDT | D | -0.56% | |
| MO | A | -0.56% | |
| SO | D | -0.53% | |
| DUK | C | -0.49% | |
| ABT | B | -0.48% | |
| CME | A | -0.46% | |
| ITW | B | -0.43% | |
| WMB | A | -0.41% | |
| APO | B | -0.4% | |
| CVS | D | -0.39% | |
| SPG | B | -0.33% | |
| PLTR | B | -0.31% | |
| CRWD | B | -0.3% | |
| KLAC | D | -0.3% | |
| AEP | D | -0.29% | |
| PSA | D | -0.29% | |
| O | D | -0.28% | |
| FAST | B | -0.27% | |
| F | C | -0.27% | |
| KVUE | A | -0.23% | |
| MSCI | C | -0.23% | |
| MTB | A | -0.22% | |
| EMR | A | -0.22% | |
| GLW | B | -0.21% | |
| XEL | A | -0.21% | |
| EXR | D | -0.2% | |
| ROK | B | -0.2% | |
| MCHP | D | -0.2% | |
| VICI | C | -0.19% | |
| DOW | F | -0.19% | |
| FITB | A | -0.19% | |
| VRT | B | -0.18% | |
| STT | A | -0.18% | |
| WEC | A | -0.18% | |
| APD | A | -0.18% | |
| AVB | B | -0.18% | |
| GRMN | B | -0.18% | |
| ETR | B | -0.18% | |
| ARES | A | -0.18% | |
| TROW | B | -0.16% | |
| DVN | F | -0.16% | |
| SW | A | -0.16% | |
| RF | A | -0.15% | |
| VTR | C | -0.14% | |
| CINF | A | -0.14% | |
| EQR | B | -0.14% | |
| DTE | C | -0.14% | |
| PPL | B | -0.14% | |
| EBAY | D | -0.13% | |
| LYB | F | -0.13% | |
| CFG | B | -0.13% | |
| COIN | C | -0.13% | |
| NKE | D | -0.13% | |
| MPWR | F | -0.12% | |
| INVH | D | -0.12% | |
| DRI | B | -0.12% | |
| CTRA | B | -0.12% | |
| FE | C | -0.12% | |
| PKG | A | -0.12% | |
| ESS | B | -0.11% | |
| ZS | C | -0.11% | |
| TSN | B | -0.11% | |
| GPC | D | -0.11% | |
| SNA | A | -0.11% | |
| LUV | C | -0.11% | |
| OMC | C | -0.11% | |
| DASH | A | -0.11% | |
| KEY | B | -0.11% | |
| WSO | A | -0.11% | |
| ALL | A | -0.1% | |
| VTRS | A | -0.1% | |
| ARE | D | -0.1% | |
| KIM | A | -0.1% | |
| MAA | B | -0.1% | |
| SUI | D | -0.09% | |
| DOC | D | -0.09% | |
| AMCR | D | -0.09% | |
| LNT | A | -0.09% | |
| DDOG | A | -0.09% | |
| FNF | B | -0.09% | |
| EWBC | A | -0.09% | |
| BAX | D | -0.09% | |
| EL | F | -0.09% | |
| UDR | B | -0.08% | |
| SWK | D | -0.08% | |
| LVS | C | -0.08% | |
| EVRG | A | -0.08% | |
| SWKS | F | -0.08% | |
| EOG | A | -0.07% | |
| SJM | D | -0.07% | |
| WPC | D | -0.07% | |
| CG | A | -0.07% | |
| NSC | B | -0.07% | |
| REG | B | -0.07% | |
| EMN | D | -0.07% | |
| BXP | D | -0.07% | |
| CAG | D | -0.07% | |
| HST | C | -0.07% | |
| CPT | B | -0.07% | |
| GEN | B | -0.07% | |
| ELS | C | -0.07% | |
| AES | F | -0.06% | |
| SCCO | F | -0.06% | |
| APA | D | -0.06% | |
| TTD | B | -0.06% | |
| NET | B | -0.06% | |
| GD | F | -0.06% | |
| APH | A | -0.05% | |
| BEN | C | -0.04% | |
| SQ | B | -0.04% | |
| WBA | F | -0.04% | |
| RPRX | D | -0.04% | |
| ENTG | D | -0.04% | |
| CRBG | B | -0.04% | |
| WMT | A | -0.03% | |
| AEE | A | -0.03% | |
| SMCI | F | -0.03% | |
| DG | F | -0.03% | |
| AGR | B | -0.02% | |
| OKTA | C | -0.02% | |
| DT | C | -0.02% | |
| TER | D | -0.02% | |
| SIRI | C | -0.01% | |
| BSY | 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
UDIV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Asset Management
Semiconductors
Banks - Regional - US
REIT - Residential
Drug Manufacturers - Major
Packaged Foods
Diversified Industrials
Oil & Gas E&P
Software - Infrastructure
Specialty Retail
Utilities - Diversified
Banks - Global
Business Services
Household & Personal Products
Semiconductor Equipment & Materials
Discount Stores
Packaging & Containers
REIT - Diversified
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