ESMV vs. INCM ETF Comparison
Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to Franklin Income Focus ETF (INCM)
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
$29.49
Average Daily Volume
4,983
150
INCM
Franklin Income Focus ETF
INCM Description
Under normal market conditions, the fund invests in a diversified portfolio of debt and equity securities. The fund may invest up to 30% of its assets in equity index-linked notes, with respect to which interest payments are typically derived from the implied volatility of an equity index (e.g., the S&P 500 Index) and 10% of its assets in equity linked notes (ELNs).Grade (RS Rating)
Last Trade
$26.99
Average Daily Volume
143,711
42
Performance
| Period | ESMV | INCM |
|---|---|---|
| 30 Days | 2.11% | 0.27% |
| 60 Days | 2.84% | 0.52% |
| 90 Days | 4.91% | 1.34% |
| 12 Months | 24.44% | 13.81% |
17 Overlapping Holdings
| Symbol | Grade | Weight in ESMV | Weight in INCM | Overlap | |
|---|---|---|---|---|---|
| CMCSA | B | 0.09% | 0.0% | 0.0% | |
| CSCO | B | 1.48% | 0.54% | 0.54% | |
| CVX | A | 0.34% | 1.71% | 0.34% | |
| HD | A | 1.39% | 0.81% | 0.81% | |
| HON | B | 0.69% | 0.86% | 0.69% | |
| JCI | C | 0.24% | 0.78% | 0.24% | |
| JNJ | D | 0.97% | 1.22% | 0.97% | |
| KO | D | 0.79% | 0.75% | 0.75% | |
| MRK | F | 1.01% | 0.01% | 0.01% | |
| MSFT | F | 1.34% | 0.15% | 0.15% | |
| NEE | D | 0.5% | 0.51% | 0.5% | |
| NEE | D | 0.5% | 0.47% | 0.47% | |
| PEP | F | 1.01% | 0.75% | 0.75% | |
| PG | A | 1.06% | 1.04% | 1.04% | |
| RTX | C | 0.43% | 0.59% | 0.43% | |
| SRE | A | 0.53% | 0.3% | 0.3% | |
| VZ | C | 1.37% | 0.74% | 0.74% |
ESMV Overweight 134 Positions Relative to INCM
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSI | B | 1.81% | |
| NVDA | C | 1.69% | |
| GWW | B | 1.68% | |
| IBM | C | 1.66% | |
| TMUS | B | 1.65% | |
| TRV | B | 1.64% | |
| PEG | A | 1.64% | |
| WM | A | 1.44% | |
| NOC | D | 1.43% | |
| ADP | B | 1.43% | |
| MMC | B | 1.4% | |
| TXN | C | 1.39% | |
| VRTX | F | 1.39% | |
| MCK | B | 1.38% | |
| UNH | C | 1.36% | |
| ACN | C | 1.33% | |
| PGR | A | 1.33% | |
| EA | A | 1.31% | |
| ROP | B | 1.31% | |
| HES | B | 1.3% | |
| FERG | B | 1.3% | |
| GILD | C | 1.29% | |
| ED | D | 1.26% | |
| LLY | F | 1.25% | |
| OKE | A | 1.24% | |
| TT | A | 1.23% | |
| GIS | D | 1.22% | |
| CL | D | 1.21% | |
| AMGN | D | 1.2% | |
| ORCL | B | 1.19% | |
| V | A | 1.13% | |
| CDNS | B | 1.11% | |
| KR | B | 1.09% | |
| SPGI | C | 1.07% | |
| MCD | D | 1.02% | |
| VLTO | D | 1.01% | |
| NEM | D | 0.99% | |
| MA | C | 0.97% | |
| ADBE | C | 0.93% | |
| LOW | D | 0.89% | |
| K | A | 0.86% | |
| KEYS | A | 0.83% | |
| TRGP | B | 0.82% | |
| PTC | A | 0.78% | |
| WDAY | B | 0.77% | |
| HUBS | A | 0.77% | |
| COR | B | 0.77% | |
| HPE | B | 0.75% | |
| CRH | A | 0.75% | |
| CRM | B | 0.74% | |
| EQIX | A | 0.74% | |
| IT | C | 0.72% | |
| DGX | A | 0.7% | |
| REGN | F | 0.65% | |
| ZTS | D | 0.63% | |
| CMS | C | 0.58% | |
| KMB | D | 0.55% | |
| FICO | B | 0.54% | |
| AAPL | C | 0.52% | |
| ELV | F | 0.51% | |
| HOLX | D | 0.51% | |
| CBRE | B | 0.51% | |
| CHRW | C | 0.49% | |
| JNPR | F | 0.45% | |
| CI | F | 0.44% | |
| MELI | D | 0.44% | |
| CME | A | 0.43% | |
| UBER | D | 0.42% | |
| AZO | C | 0.41% | |
| DECK | A | 0.41% | |
| CHD | B | 0.41% | |
| ODFL | B | 0.4% | |
| ES | D | 0.4% | |
| T | A | 0.4% | |
| ICE | C | 0.39% | |
| YUM | B | 0.39% | |
| GEN | B | 0.38% | |
| STX | D | 0.36% | |
| HRL | D | 0.35% | |
| KHC | F | 0.34% | |
| CLX | B | 0.34% | |
| FI | A | 0.34% | |
| INTC | D | 0.34% | |
| AMCR | D | 0.34% | |
| CPB | D | 0.33% | |
| SNPS | B | 0.33% | |
| NXPI | D | 0.32% | |
| ECL | D | 0.32% | |
| VRSN | F | 0.32% | |
| PSX | C | 0.32% | |
| HUM | C | 0.31% | |
| CNH | C | 0.31% | |
| BR | A | 0.31% | |
| CTSH | B | 0.3% | |
| AKAM | D | 0.3% | |
| LKQ | D | 0.3% | |
| BMY | B | 0.28% | |
| ALNY | D | 0.28% | |
| TSCO | D | 0.27% | |
| INCY | C | 0.26% | |
| AJG | B | 0.25% | |
| XYL | D | 0.25% | |
| FCNCA | A | 0.24% | |
| ADSK | A | 0.23% | |
| AWK | D | 0.22% | |
| OTIS | C | 0.21% | |
| FSLR | F | 0.19% | |
| AIZ | A | 0.19% | |
| GDDY | A | 0.19% | |
| RSG | A | 0.18% | |
| INTU | C | 0.18% | |
| WTW | B | 0.17% | |
| ULTA | F | 0.17% | |
| NOW | A | 0.17% | |
| AZPN | A | 0.17% | |
| KDP | D | 0.16% | |
| UPS | C | 0.15% | |
| NTAP | C | 0.15% | |
| TEAM | A | 0.14% | |
| DPZ | C | 0.13% | |
| JKHY | D | 0.13% | |
| FFIV | B | 0.12% | |
| MKC | D | 0.12% | |
| SOLV | C | 0.11% | |
| LDOS | C | 0.11% | |
| MPC | D | 0.1% | |
| LIN | D | 0.1% | |
| FAST | B | 0.08% | |
| CAH | B | 0.08% | |
| KNX | B | 0.07% | |
| TJX | A | 0.06% | |
| HII | D | 0.06% | |
| AON | A | 0.06% | |
| EXC | C | 0.05% |
ESMV Underweight 25 Positions Relative to INCM
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -1.54% | |
| XOM | B | -1.51% | |
| BAC | A | -1.17% | |
| DUK | C | -1.13% | |
| ADI | D | -0.98% | |
| PM | B | -0.92% | |
| LMT | D | -0.9% | |
| APD | A | -0.81% | |
| USB | A | -0.81% | |
| SO | D | -0.81% | |
| BHP | F | -0.76% | |
| ABBV | D | -0.74% | |
| PFE | D | -0.69% | |
| TTE | F | -0.66% | |
| TFC | A | -0.66% | |
| ALB | C | -0.63% | |
| ITW | B | -0.56% | |
| SBUX | A | -0.49% | |
| MCHP | D | -0.45% | |
| COP | C | -0.41% | |
| MS | A | -0.4% | |
| BA | F | -0.39% | |
| XEL | A | -0.3% | |
| EIX | B | -0.28% | |
| C | A | -0.01% |
ESMV: Top Represented Industries & Keywords
INCM: Top Represented Industries & Keywords
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