ESMV vs. DFVX ETF Comparison
Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to Dimensional US Large Cap Vector ETF (DFVX)
ESMV
iShares ESG MSCI USA Min Vol Factor ETF
ESMV Description
iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States
Grade (RS Rating)
Last Trade
$29.14
Average Daily Volume
2,119
Number of Holdings
*
150
* may have additional holdings in another (foreign) market
DFVX
Dimensional US Large Cap Vector ETF
DFVX Description
The advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The portfolio is designed to purchase a broad and diverse group of readily marketable securities of U.S. large cap companies that the advisor determines to have higher profitability and lower relative price as compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, the portfolio will invest at least 80% of its net assets in equity securities of large cap U.S. companies.Grade (RS Rating)
Last Trade
$67.64
Average Daily Volume
13,042
Number of Holdings
*
328
* may have additional holdings in another (foreign) market
Performance
| Period | ESMV | DFVX |
|---|---|---|
| 30 Days | 0.11% | 2.19% |
| 60 Days | 2.41% | 5.57% |
| 90 Days | 5.36% | 7.28% |
| 12 Months | 25.07% | 28.89% |
83 Overlapping Holdings
| Symbol | Grade | Weight in ESMV | Weight in DFVX | Overlap | |
|---|---|---|---|---|---|
| ACN | B | 1.31% | 0.69% | 0.69% | |
| ADBE | C | 0.91% | 0.61% | 0.61% | |
| ADP | A | 1.44% | 0.59% | 0.59% | |
| ADSK | B | 0.22% | 0.15% | 0.15% | |
| AJG | A | 0.24% | 0.18% | 0.18% | |
| AKAM | F | 0.3% | 0.11% | 0.11% | |
| AMCR | D | 0.35% | 0.13% | 0.13% | |
| AMGN | F | 1.37% | 0.79% | 0.79% | |
| AON | B | 0.06% | 0.03% | 0.03% | |
| BMY | B | 0.25% | 0.39% | 0.25% | |
| BR | A | 0.31% | 0.1% | 0.1% | |
| CBRE | B | 0.52% | 0.08% | 0.08% | |
| CHD | A | 0.39% | 0.09% | 0.09% | |
| CI | D | 0.42% | 0.31% | 0.31% | |
| CMCSA | B | 0.09% | 0.69% | 0.09% | |
| COR | B | 0.78% | 0.08% | 0.08% | |
| CPB | F | 0.34% | 0.12% | 0.12% | |
| CSCO | A | 1.48% | 0.65% | 0.65% | |
| CTSH | A | 0.3% | 0.26% | 0.26% | |
| CVX | A | 0.33% | 1.07% | 0.33% | |
| DECK | B | 0.4% | 0.06% | 0.06% | |
| DGX | B | 0.68% | 0.13% | 0.13% | |
| EA | A | 1.22% | 0.2% | 0.2% | |
| ECL | C | 0.32% | 0.04% | 0.04% | |
| ELV | F | 0.53% | 0.37% | 0.37% | |
| FAST | B | 0.08% | 0.26% | 0.08% | |
| FCNCA | B | 0.21% | 0.16% | 0.16% | |
| FFIV | B | 0.12% | 0.01% | 0.01% | |
| FI | A | 0.32% | 0.39% | 0.32% | |
| FSLR | F | 0.19% | 0.08% | 0.08% | |
| GEN | B | 0.38% | 0.15% | 0.15% | |
| GILD | B | 1.39% | 0.68% | 0.68% | |
| GIS | F | 1.25% | 0.24% | 0.24% | |
| GWW | B | 1.69% | 0.33% | 0.33% | |
| HES | B | 1.23% | 0.32% | 0.32% | |
| HON | B | 0.65% | 0.71% | 0.65% | |
| HPE | B | 0.75% | 0.18% | 0.18% | |
| HUM | D | 0.31% | 0.06% | 0.06% | |
| IBM | D | 1.65% | 1.08% | 1.08% | |
| JCI | A | 0.24% | 0.24% | 0.24% | |
| JKHY | C | 0.13% | 0.07% | 0.07% | |
| JNJ | D | 0.97% | 1.83% | 0.97% | |
| K | A | 0.85% | 0.04% | 0.04% | |
| KEYS | C | 0.88% | 0.1% | 0.1% | |
| KMB | D | 0.53% | 0.17% | 0.17% | |
| KO | F | 0.79% | 0.58% | 0.58% | |
| KR | A | 1.1% | 0.38% | 0.38% | |
| LDOS | C | 0.14% | 0.05% | 0.05% | |
| LIN | D | 0.1% | 0.64% | 0.1% | |
| LKQ | C | 0.3% | 0.01% | 0.01% | |
| MMC | D | 1.4% | 0.41% | 0.41% | |
| MPC | D | 0.09% | 0.33% | 0.09% | |
| MRK | F | 1.06% | 0.28% | 0.28% | |
| MSFT | C | 1.32% | 4.71% | 1.32% | |
| NOC | D | 1.51% | 0.16% | 0.16% | |
| NTAP | D | 0.15% | 0.15% | 0.15% | |
| NXPI | F | 0.33% | 0.31% | 0.31% | |
| ODFL | B | 0.41% | 0.26% | 0.26% | |
| OKE | A | 1.16% | 0.28% | 0.28% | |
| ORCL | A | 1.17% | 1.14% | 1.14% | |
| PEP | D | 1.05% | 0.9% | 0.9% | |
| PG | C | 1.02% | 1.39% | 1.02% | |
| PGR | A | 1.34% | 0.36% | 0.36% | |
| PSX | C | 0.31% | 0.24% | 0.24% | |
| RSG | B | 0.17% | 0.19% | 0.17% | |
| SOLV | C | 0.12% | 0.02% | 0.02% | |
| T | A | 0.39% | 0.63% | 0.39% | |
| TJX | A | 0.05% | 0.49% | 0.05% | |
| TMUS | A | 1.63% | 0.55% | 0.55% | |
| TRGP | B | 0.76% | 0.24% | 0.24% | |
| TRV | B | 1.6% | 0.52% | 0.52% | |
| TSCO | D | 0.28% | 0.17% | 0.17% | |
| TT | B | 1.2% | 0.11% | 0.11% | |
| TXN | B | 1.49% | 0.71% | 0.71% | |
| ULTA | C | 0.19% | 0.14% | 0.14% | |
| UNH | B | 1.42% | 1.57% | 1.42% | |
| UPS | C | 0.15% | 0.33% | 0.15% | |
| V | A | 1.09% | 1.58% | 1.09% | |
| VRTX | B | 1.57% | 0.27% | 0.27% | |
| VZ | D | 1.29% | 0.96% | 0.96% | |
| WM | A | 1.44% | 0.31% | 0.31% | |
| WTW | A | 0.17% | 0.06% | 0.06% | |
| ZTS | D | 0.62% | 0.24% | 0.24% |
ESMV Overweight 67 Positions Relative to DFVX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSI | B | 1.83% | |
| NVDA | A | 1.67% | |
| PEG | C | 1.53% | |
| LLY | F | 1.39% | |
| HD | B | 1.36% | |
| MCK | B | 1.34% | |
| ROP | A | 1.33% | |
| FERG | B | 1.31% | |
| ED | D | 1.25% | |
| CL | F | 1.17% | |
| CDNS | B | 1.09% | |
| SPGI | C | 1.04% | |
| MCD | C | 1.03% | |
| NEM | F | 1.01% | |
| VLTO | D | 1.0% | |
| MA | B | 0.96% | |
| LOW | B | 0.91% | |
| PTC | B | 0.78% | |
| CRH | B | 0.75% | |
| IT | B | 0.74% | |
| WDAY | B | 0.74% | |
| CRM | B | 0.73% | |
| HUBS | B | 0.73% | |
| EQIX | B | 0.73% | |
| REGN | F | 0.7% | |
| CMS | D | 0.55% | |
| FICO | B | 0.53% | |
| AAPL | C | 0.51% | |
| SRE | B | 0.51% | |
| HOLX | D | 0.5% | |
| NEE | D | 0.49% | |
| CHRW | A | 0.48% | |
| JNPR | D | 0.48% | |
| RTX | D | 0.44% | |
| UBER | F | 0.43% | |
| CME | B | 0.42% | |
| MELI | D | 0.41% | |
| YUM | B | 0.4% | |
| ES | D | 0.39% | |
| AZO | B | 0.38% | |
| ICE | C | 0.38% | |
| STX | D | 0.38% | |
| KHC | F | 0.36% | |
| INTC | C | 0.36% | |
| HRL | F | 0.35% | |
| SNPS | C | 0.34% | |
| VRSN | C | 0.33% | |
| ALNY | D | 0.33% | |
| CLX | A | 0.32% | |
| INCY | B | 0.3% | |
| CNH | D | 0.29% | |
| XYL | F | 0.25% | |
| AWK | D | 0.21% | |
| OTIS | D | 0.2% | |
| INTU | A | 0.19% | |
| GDDY | B | 0.18% | |
| AIZ | A | 0.18% | |
| AZPN | A | 0.17% | |
| NOW | A | 0.16% | |
| KDP | C | 0.16% | |
| DPZ | C | 0.13% | |
| TEAM | B | 0.13% | |
| MKC | D | 0.12% | |
| KNX | C | 0.08% | |
| CAH | B | 0.08% | |
| HII | F | 0.06% | |
| EXC | C | 0.04% |
ESMV Underweight 245 Positions Relative to DFVX
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | A | -5.48% | |
| META | B | -4.79% | |
| JPM | A | -2.84% | |
| GOOGL | C | -2.63% | |
| GOOG | C | -2.42% | |
| XOM | B | -2.24% | |
| WMT | A | -1.33% | |
| COST | B | -1.18% | |
| CAT | B | -1.17% | |
| AXP | B | -0.96% | |
| ABBV | F | -0.78% | |
| UNP | D | -0.74% | |
| QCOM | F | -0.7% | |
| COP | C | -0.69% | |
| LMT | D | -0.68% | |
| AVGO | C | -0.6% | |
| ABT | C | -0.58% | |
| URI | B | -0.51% | |
| SHW | A | -0.51% | |
| DE | D | -0.51% | |
| CSX | B | -0.44% | |
| AMP | A | -0.44% | |
| GM | B | -0.43% | |
| TGT | C | -0.42% | |
| AMAT | F | -0.41% | |
| MET | C | -0.4% | |
| PCAR | B | -0.4% | |
| EOG | A | -0.39% | |
| RCL | A | -0.39% | |
| TMO | F | -0.39% | |
| DAL | A | -0.38% | |
| SCHW | B | -0.37% | |
| KLAC | F | -0.36% | |
| ITW | B | -0.35% | |
| ETN | B | -0.35% | |
| PH | A | -0.35% | |
| FDX | B | -0.34% | |
| LNG | B | -0.33% | |
| DFS | B | -0.33% | |
| LRCX | F | -0.33% | |
| FIS | B | -0.32% | |
| VST | B | -0.32% | |
| F | C | -0.32% | |
| HIG | C | -0.3% | |
| PAYX | B | -0.29% | |
| CTAS | B | -0.29% | |
| VLO | C | -0.29% | |
| IQV | F | -0.28% | |
| ROST | D | -0.28% | |
| AIG | B | -0.28% | |
| GLW | B | -0.27% | |
| NUE | D | -0.27% | |
| MCHP | F | -0.27% | |
| GEHC | D | -0.27% | |
| WMB | B | -0.25% | |
| NVR | D | -0.25% | |
| ADI | D | -0.25% | |
| SYY | D | -0.25% | |
| BKR | B | -0.24% | |
| AME | A | -0.24% | |
| BBY | C | -0.23% | |
| EME | B | -0.23% | |
| VRT | B | -0.23% | |
| FANG | C | -0.23% | |
| APP | B | -0.23% | |
| CMI | A | -0.23% | |
| EBAY | C | -0.23% | |
| RJF | A | -0.22% | |
| CMG | B | -0.22% | |
| DHI | D | -0.22% | |
| PYPL | A | -0.22% | |
| GD | C | -0.22% | |
| DVN | F | -0.22% | |
| MDLZ | F | -0.21% | |
| STLD | C | -0.21% | |
| SYK | A | -0.21% | |
| DOW | F | -0.2% | |
| CPAY | A | -0.2% | |
| BDX | F | -0.2% | |
| MCO | C | -0.2% | |
| LPLA | A | -0.2% | |
| A | F | -0.2% | |
| BRO | B | -0.19% | |
| VMC | B | -0.19% | |
| LYB | F | -0.19% | |
| DRI | B | -0.19% | |
| PRU | B | -0.19% | |
| PKG | B | -0.19% | |
| STZ | D | -0.19% | |
| APD | B | -0.18% | |
| MLM | B | -0.18% | |
| UAL | A | -0.18% | |
| FCX | F | -0.18% | |
| TROW | A | -0.17% | |
| MMM | C | -0.17% | |
| OXY | F | -0.17% | |
| SSNC | C | -0.17% | |
| BLDR | C | -0.17% | |
| APO | B | -0.16% | |
| OC | A | -0.16% | |
| PHM | D | -0.16% | |
| RPM | A | -0.16% | |
| ACGL | C | -0.15% | |
| RS | C | -0.15% | |
| IDXX | F | -0.15% | |
| CARR | C | -0.15% | |
| XPO | B | -0.15% | |
| SNA | A | -0.15% | |
| OMC | A | -0.15% | |
| WSM | F | -0.15% | |
| HAL | C | -0.15% | |
| CRBG | C | -0.14% | |
| CTRA | B | -0.14% | |
| NSC | B | -0.14% | |
| NRG | C | -0.14% | |
| ROK | B | -0.14% | |
| CDW | F | -0.14% | |
| FITB | A | -0.14% | |
| CHTR | B | -0.14% | |
| CF | B | -0.13% | |
| CASY | B | -0.13% | |
| ON | F | -0.13% | |
| EXPD | C | -0.13% | |
| PPG | F | -0.13% | |
| CSL | B | -0.13% | |
| HWM | B | -0.13% | |
| FOXA | A | -0.13% | |
| WRB | B | -0.13% | |
| NKE | F | -0.13% | |
| AVY | F | -0.13% | |
| FDS | A | -0.12% | |
| BURL | C | -0.12% | |
| SYF | B | -0.12% | |
| CINF | A | -0.12% | |
| EW | F | -0.12% | |
| PWR | B | -0.11% | |
| SWKS | F | -0.11% | |
| GGG | B | -0.11% | |
| GPC | D | -0.11% | |
| APH | B | -0.11% | |
| JBHT | C | -0.11% | |
| SLB | C | -0.11% | |
| UTHR | B | -0.11% | |
| HSY | F | -0.1% | |
| EXPE | B | -0.1% | |
| TOL | B | -0.1% | |
| CLH | B | -0.1% | |
| USFD | B | -0.1% | |
| FNF | C | -0.1% | |
| HUBB | C | -0.1% | |
| RNR | D | -0.09% | |
| TTWO | A | -0.09% | |
| DOV | A | -0.09% | |
| LVS | C | -0.09% | |
| EQH | B | -0.09% | |
| MKL | A | -0.09% | |
| BG | D | -0.09% | |
| THC | B | -0.09% | |
| LEN | D | -0.08% | |
| UHAL | D | -0.08% | |
| BAH | C | -0.08% | |
| FLEX | B | -0.08% | |
| DKS | D | -0.08% | |
| CBOE | D | -0.08% | |
| BALL | D | -0.08% | |
| LULU | B | -0.08% | |
| MRO | B | -0.08% | |
| EFX | F | -0.08% | |
| DG | F | -0.08% | |
| MOH | F | -0.08% | |
| AFL | C | -0.08% | |
| PFG | C | -0.07% | |
| BSX | A | -0.07% | |
| PNR | A | -0.07% | |
| IEX | B | -0.07% | |
| UHS | D | -0.07% | |
| RMD | C | -0.07% | |
| CE | F | -0.07% | |
| POOL | D | -0.07% | |
| IP | B | -0.07% | |
| ZBRA | B | -0.06% | |
| TPL | B | -0.06% | |
| PFGC | B | -0.06% | |
| ROL | C | -0.06% | |
| ALL | B | -0.05% | |
| NDSN | B | -0.05% | |
| KVUE | A | -0.05% | |
| WAT | B | -0.05% | |
| IPG | F | -0.05% | |
| AOS | F | -0.05% | |
| DLTR | F | -0.04% | |
| TER | F | -0.04% | |
| TRU | D | -0.04% | |
| SCCO | F | -0.04% | |
| LECO | C | -0.04% | |
| WMG | B | -0.03% | |
| WLK | F | -0.03% | |
| SMCI | F | -0.03% | |
| SAIA | B | -0.03% | |
| EMN | D | -0.03% | |
| ENPH | F | -0.03% | |
| RF | A | -0.03% | |
| WMS | F | -0.03% | |
| FOX | A | -0.03% | |
| BLD | F | -0.03% | |
| HBAN | A | -0.03% | |
| JBL | C | -0.03% | |
| TXT | D | -0.02% | |
| PAG | B | -0.02% | |
| CPRT | A | -0.02% | |
| ACM | B | -0.02% | |
| EG | D | -0.02% | |
| OVV | C | -0.02% | |
| EL | F | -0.02% | |
| COIN | B | -0.02% | |
| ALLE | D | -0.02% | |
| DVA | C | -0.02% | |
| CVS | F | -0.02% | |
| NTRS | A | -0.02% | |
| UHAL | D | -0.01% | |
| GFS | C | -0.01% | |
| NDAQ | B | -0.01% | |
| PR | C | -0.01% | |
| AFG | A | -0.01% | |
| SJM | F | -0.01% | |
| ENTG | F | -0.01% | |
| CAG | F | -0.01% | |
| MS | A | -0.01% | |
| BJ | B | -0.01% | |
| LII | B | -0.01% | |
| NVT | C | -0.01% | |
| CW | C | -0.01% | |
| FND | F | -0.01% | |
| ALLY | C | -0.01% | |
| EWBC | B | -0.01% | |
| MNST | B | -0.01% | |
| LEN | D | -0.0% | |
| WSO | B | -0.0% | |
| STE | D | -0.0% | |
| ACI | C | -0.0% | |
| ALGN | D | -0.0% | |
| FTI | B | -0.0% | |
| SCI | B | -0.0% | |
| FIX | B | -0.0% | |
| NBIX | C | -0.0% |
ESMV: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Packaged Foods
Household & Personal Products
Information Technology Services
Biotechnology
Business Services
Communication Equipment
Health Care Plans
Insurance Brokers
Semiconductors
Software - Infrastructure
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Beverages - Soft Drinks
Diversified Industrials
Industrial Distribution
Medical Distribution
Restaurants
DFVX: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Oil & Gas E&P
Semiconductors
Specialty Retail
Insurance - Property & Casualty
Specialty Chemicals
Capital Markets
Diagnostics & Research
Discount Stores
Drug Manufacturers - Major
Health Care Plans
Semiconductor Equipment & Materials
Software - Application
Asset Management
Building Materials
Credit Services
Engineering & Construction
Household & Personal Products
Information Technology Services
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