ESMV vs. RECS ETF Comparison
Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to Columbia Research Enhanced Core ETF (RECS)
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
$28.59
Average Daily Volume
1,932
Number of Holdings
*
150
* may have additional holdings in another (foreign) market
RECS
Columbia Research Enhanced Core ETF
RECS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.Grade (RS Rating)
Last Trade
$33.70
Average Daily Volume
252,272
Number of Holdings
*
357
* may have additional holdings in another (foreign) market
Performance
| Period | ESMV | RECS |
|---|---|---|
| 30 Days | 2.75% | 2.09% |
| 60 Days | 6.47% | 3.72% |
| 90 Days | 8.29% | 4.85% |
| 12 Months | 23.54% | 32.65% |
57 Overlapping Holdings
| Symbol | Grade | Weight in ESMV | Weight in RECS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.52% | 8.23% | 0.52% | |
| ADBE | F | 1.02% | 0.59% | 0.59% | |
| ADP | B | 1.36% | 0.52% | 0.52% | |
| AIZ | B | 0.17% | 0.06% | 0.06% | |
| ALNY | C | 0.33% | 0.06% | 0.06% | |
| AMGN | B | 1.45% | 0.35% | 0.35% | |
| BMY | C | 0.24% | 0.67% | 0.24% | |
| BR | D | 0.3% | 0.11% | 0.11% | |
| CAH | C | 0.08% | 0.19% | 0.08% | |
| CI | C | 0.5% | 0.69% | 0.5% | |
| CL | D | 1.38% | 0.45% | 0.45% | |
| CME | C | 0.42% | 0.45% | 0.42% | |
| CRM | D | 0.59% | 0.62% | 0.59% | |
| CSCO | C | 1.31% | 0.53% | 0.53% | |
| CVX | D | 0.31% | 0.75% | 0.31% | |
| DECK | C | 0.36% | 0.1% | 0.1% | |
| EA | D | 1.16% | 0.09% | 0.09% | |
| EQIX | C | 0.71% | 0.45% | 0.45% | |
| EXC | C | 0.05% | 0.32% | 0.05% | |
| FCNCA | D | 0.2% | 0.13% | 0.13% | |
| FFIV | B | 0.11% | 0.03% | 0.03% | |
| GILD | B | 1.24% | 0.19% | 0.19% | |
| GIS | B | 1.45% | 0.22% | 0.22% | |
| HOLX | B | 0.54% | 0.13% | 0.13% | |
| HPE | D | 0.6% | 0.06% | 0.06% | |
| INCY | C | 0.24% | 0.02% | 0.02% | |
| INTU | C | 0.19% | 0.45% | 0.19% | |
| JNJ | C | 1.07% | 2.71% | 1.07% | |
| JNPR | B | 0.5% | 0.03% | 0.03% | |
| K | B | 0.88% | 0.11% | 0.11% | |
| KHC | C | 0.4% | 0.16% | 0.16% | |
| KMB | D | 0.59% | 0.26% | 0.26% | |
| KR | C | 1.06% | 0.19% | 0.19% | |
| LDOS | B | 0.11% | 0.09% | 0.09% | |
| MCK | F | 1.18% | 0.46% | 0.46% | |
| MMC | C | 1.47% | 0.64% | 0.64% | |
| MPC | F | 0.1% | 0.17% | 0.1% | |
| MSFT | C | 1.4% | 8.23% | 1.4% | |
| MSI | B | 1.66% | 0.19% | 0.19% | |
| NOW | B | 0.15% | 0.46% | 0.15% | |
| NTAP | D | 0.15% | 0.06% | 0.06% | |
| NVDA | D | 1.39% | 7.43% | 1.39% | |
| OTIS | C | 0.2% | 0.17% | 0.17% | |
| PG | C | 1.1% | 2.18% | 1.1% | |
| PSX | F | 0.32% | 0.17% | 0.17% | |
| REGN | C | 1.01% | 0.23% | 0.23% | |
| SOLV | C | 0.12% | 0.07% | 0.07% | |
| T | C | 0.39% | 0.38% | 0.38% | |
| TEAM | D | 0.1% | 0.06% | 0.06% | |
| TJX | B | 0.06% | 0.51% | 0.06% | |
| TT | B | 1.1% | 0.38% | 0.38% | |
| UBER | C | 0.45% | 0.65% | 0.45% | |
| UPS | D | 0.14% | 0.43% | 0.14% | |
| VRSN | D | 0.34% | 0.04% | 0.04% | |
| VRTX | D | 1.53% | 0.25% | 0.25% | |
| WM | D | 1.39% | 0.38% | 0.38% | |
| WTW | C | 0.16% | 0.17% | 0.16% |
ESMV Overweight 93 Positions Relative to RECS
| Symbol | Grade | Weight | |
|---|---|---|---|
| IBM | B | 1.72% | |
| LLY | C | 1.6% | |
| PEG | B | 1.56% | |
| TRV | C | 1.53% | |
| NOC | B | 1.53% | |
| VZ | B | 1.47% | |
| TMUS | C | 1.46% | |
| GWW | B | 1.45% | |
| UNH | C | 1.41% | |
| TXN | C | 1.4% | |
| ED | C | 1.38% | |
| PGR | B | 1.36% | |
| ROP | C | 1.34% | |
| ACN | C | 1.33% | |
| HD | B | 1.32% | |
| FERG | D | 1.27% | |
| NEM | B | 1.25% | |
| MRK | D | 1.23% | |
| HES | F | 1.16% | |
| PEP | C | 1.16% | |
| SPGI | B | 1.12% | |
| VLTO | C | 1.08% | |
| V | C | 1.06% | |
| MCD | B | 1.05% | |
| ORCL | C | 1.04% | |
| OKE | B | 1.02% | |
| CDNS | D | 1.01% | |
| MA | B | 0.93% | |
| KO | C | 0.91% | |
| LOW | B | 0.89% | |
| KEYS | C | 0.83% | |
| COR | D | 0.78% | |
| WDAY | D | 0.75% | |
| ELV | C | 0.72% | |
| IT | B | 0.72% | |
| PTC | D | 0.72% | |
| ZTS | C | 0.7% | |
| DGX | B | 0.68% | |
| CRH | B | 0.67% | |
| HON | D | 0.62% | |
| TRGP | B | 0.61% | |
| CMS | C | 0.6% | |
| HUBS | D | 0.56% | |
| NEE | C | 0.55% | |
| MELI | B | 0.5% | |
| SRE | C | 0.48% | |
| CBRE | A | 0.47% | |
| CHRW | B | 0.46% | |
| FICO | B | 0.45% | |
| RTX | C | 0.44% | |
| ES | C | 0.44% | |
| AZO | D | 0.41% | |
| YUM | D | 0.4% | |
| ICE | C | 0.4% | |
| AMCR | B | 0.39% | |
| CHD | D | 0.39% | |
| CPB | C | 0.39% | |
| STX | C | 0.38% | |
| HRL | C | 0.38% | |
| HUM | F | 0.36% | |
| ODFL | D | 0.36% | |
| GEN | B | 0.35% | |
| NXPI | F | 0.34% | |
| CLX | C | 0.34% | |
| AKAM | D | 0.34% | |
| LKQ | F | 0.33% | |
| ECL | B | 0.33% | |
| SNPS | D | 0.31% | |
| CTSH | C | 0.3% | |
| CNH | D | 0.29% | |
| FI | A | 0.28% | |
| INTC | F | 0.28% | |
| TSCO | C | 0.28% | |
| XYL | C | 0.27% | |
| AJG | D | 0.25% | |
| AWK | B | 0.24% | |
| FSLR | C | 0.23% | |
| JCI | B | 0.21% | |
| ADSK | C | 0.2% | |
| ULTA | D | 0.19% | |
| KDP | B | 0.19% | |
| RSG | D | 0.17% | |
| GDDY | C | 0.16% | |
| AZPN | B | 0.16% | |
| JKHY | B | 0.14% | |
| MKC | C | 0.14% | |
| DPZ | F | 0.12% | |
| LIN | B | 0.11% | |
| HII | D | 0.08% | |
| CMCSA | D | 0.08% | |
| KNX | C | 0.07% | |
| FAST | C | 0.07% | |
| AON | B | 0.06% |
ESMV Underweight 300 Positions Relative to RECS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -4.88% | |
| JPM | D | -3.38% | |
| META | B | -2.88% | |
| GOOGL | D | -2.22% | |
| GOOG | D | -1.88% | |
| TMO | B | -1.57% | |
| XOM | C | -1.55% | |
| BAC | D | -1.51% | |
| WFC | D | -1.07% | |
| PM | C | -1.04% | |
| MDT | C | -0.8% | |
| CAT | B | -0.78% | |
| BLK | B | -0.74% | |
| UNP | C | -0.7% | |
| ABBV | C | -0.68% | |
| C | C | -0.63% | |
| AMT | C | -0.62% | |
| LMT | C | -0.55% | |
| HCA | B | -0.53% | |
| BKNG | C | -0.5% | |
| QCOM | D | -0.49% | |
| BDX | D | -0.46% | |
| MO | C | -0.46% | |
| DIS | D | -0.41% | |
| PYPL | B | -0.41% | |
| TGT | C | -0.36% | |
| PH | B | -0.35% | |
| MMM | B | -0.34% | |
| PCG | C | -0.34% | |
| CTAS | B | -0.32% | |
| SPG | B | -0.3% | |
| BK | B | -0.3% | |
| FDX | C | -0.3% | |
| CSX | D | -0.3% | |
| NUE | F | -0.28% | |
| XEL | B | -0.28% | |
| ALL | B | -0.28% | |
| PANW | D | -0.27% | |
| CNC | D | -0.27% | |
| MET | B | -0.26% | |
| EIX | C | -0.26% | |
| LRCX | F | -0.26% | |
| ANET | B | -0.25% | |
| VST | C | -0.25% | |
| PRU | C | -0.24% | |
| PPG | D | -0.24% | |
| PCAR | D | -0.23% | |
| ETR | B | -0.22% | |
| EOG | D | -0.21% | |
| DHI | B | -0.21% | |
| PAYX | C | -0.2% | |
| LYB | D | -0.2% | |
| PLTR | B | -0.2% | |
| DTE | C | -0.2% | |
| HLT | B | -0.2% | |
| ROST | C | -0.19% | |
| CMI | C | -0.19% | |
| MTD | D | -0.19% | |
| AEE | C | -0.18% | |
| LEN | B | -0.17% | |
| CSGP | D | -0.17% | |
| PKG | B | -0.16% | |
| GPN | D | -0.16% | |
| FITB | B | -0.16% | |
| ZBH | F | -0.15% | |
| RCL | B | -0.15% | |
| CRWD | D | -0.15% | |
| ADM | D | -0.15% | |
| WAB | B | -0.14% | |
| BAX | C | -0.14% | |
| VRT | C | -0.14% | |
| SBAC | C | -0.14% | |
| STT | A | -0.14% | |
| RJF | C | -0.13% | |
| WY | C | -0.13% | |
| TROW | D | -0.13% | |
| RS | D | -0.13% | |
| STLD | F | -0.13% | |
| DAL | C | -0.13% | |
| VLO | F | -0.13% | |
| FTV | C | -0.12% | |
| ARE | C | -0.12% | |
| SPOT | B | -0.12% | |
| LULU | D | -0.12% | |
| NI | B | -0.12% | |
| AVTR | B | -0.12% | |
| FTNT | C | -0.12% | |
| CF | C | -0.12% | |
| RPM | B | -0.12% | |
| CBOE | C | -0.12% | |
| INVH | C | -0.12% | |
| BLDR | C | -0.11% | |
| OXY | F | -0.11% | |
| MPWR | C | -0.11% | |
| AES | C | -0.11% | |
| THC | A | -0.11% | |
| SYF | C | -0.11% | |
| PHM | B | -0.11% | |
| EVRG | B | -0.11% | |
| CE | F | -0.11% | |
| TTD | B | -0.11% | |
| FANG | D | -0.1% | |
| NVR | B | -0.1% | |
| HPQ | D | -0.09% | |
| EME | B | -0.09% | |
| VTRS | D | -0.09% | |
| CSL | B | -0.09% | |
| EG | C | -0.09% | |
| AMH | C | -0.08% | |
| EXP | B | -0.08% | |
| APP | C | -0.08% | |
| WPC | C | -0.08% | |
| EXPD | C | -0.08% | |
| UAL | C | -0.08% | |
| L | C | -0.08% | |
| CAG | C | -0.08% | |
| RGA | C | -0.08% | |
| MAS | B | -0.08% | |
| DDOG | D | -0.08% | |
| MOS | F | -0.07% | |
| HST | C | -0.07% | |
| JLL | B | -0.07% | |
| CCL | C | -0.07% | |
| SNA | C | -0.07% | |
| QGEN | C | -0.07% | |
| WSM | D | -0.07% | |
| BG | D | -0.07% | |
| SWK | B | -0.07% | |
| SSNC | B | -0.07% | |
| GLPI | C | -0.07% | |
| EQH | C | -0.07% | |
| RPRX | C | -0.07% | |
| DELL | D | -0.07% | |
| BIIB | F | -0.06% | |
| FIX | B | -0.06% | |
| TOL | B | -0.06% | |
| CVNA | B | -0.06% | |
| MEDP | F | -0.06% | |
| JEF | B | -0.06% | |
| UNM | B | -0.06% | |
| ACM | B | -0.06% | |
| EWBC | D | -0.06% | |
| EXPE | C | -0.06% | |
| BURL | B | -0.06% | |
| OC | D | -0.06% | |
| XP | D | -0.05% | |
| LECO | F | -0.05% | |
| AOS | D | -0.05% | |
| MRO | C | -0.05% | |
| INGR | B | -0.05% | |
| BRX | B | -0.05% | |
| BLD | D | -0.05% | |
| DKS | D | -0.05% | |
| FHN | D | -0.05% | |
| NNN | C | -0.05% | |
| ELAN | D | -0.05% | |
| TAP | D | -0.05% | |
| SF | A | -0.05% | |
| ITT | B | -0.05% | |
| LPX | B | -0.05% | |
| CACI | B | -0.05% | |
| CTRA | D | -0.05% | |
| CW | B | -0.05% | |
| LVS | D | -0.05% | |
| GL | C | -0.05% | |
| APG | D | -0.04% | |
| OGN | D | -0.04% | |
| AXS | B | -0.04% | |
| NTNX | C | -0.04% | |
| XRAY | D | -0.04% | |
| AYI | B | -0.04% | |
| TPR | C | -0.04% | |
| ARMK | B | -0.04% | |
| LNW | B | -0.04% | |
| GNRC | D | -0.04% | |
| PSTG | F | -0.04% | |
| MTG | B | -0.04% | |
| WLK | D | -0.04% | |
| DCI | C | -0.04% | |
| WTFC | B | -0.04% | |
| ZION | D | -0.04% | |
| SEIC | C | -0.04% | |
| CRBG | D | -0.04% | |
| SWKS | D | -0.04% | |
| UGI | C | -0.04% | |
| STAG | C | -0.04% | |
| TXRH | C | -0.04% | |
| MANH | B | -0.04% | |
| ZS | F | -0.04% | |
| BRBR | C | -0.04% | |
| ACI | F | -0.04% | |
| OLN | D | -0.04% | |
| PINS | F | -0.04% | |
| ZM | C | -0.04% | |
| MRNA | F | -0.04% | |
| JAZZ | D | -0.04% | |
| CLF | F | -0.04% | |
| SON | C | -0.04% | |
| NBIX | F | -0.03% | |
| OZK | D | -0.03% | |
| RYN | C | -0.03% | |
| SLM | D | -0.03% | |
| ESAB | C | -0.03% | |
| RL | C | -0.03% | |
| BMRN | F | -0.03% | |
| PRGO | D | -0.03% | |
| JHG | B | -0.03% | |
| NEU | D | -0.03% | |
| FLS | D | -0.03% | |
| LNC | D | -0.03% | |
| MSA | D | -0.03% | |
| COLB | B | -0.03% | |
| R | A | -0.03% | |
| DOCU | C | -0.03% | |
| NTRA | C | -0.03% | |
| RHI | D | -0.03% | |
| AMG | C | -0.03% | |
| WYNN | D | -0.03% | |
| CNM | F | -0.03% | |
| CROX | D | -0.03% | |
| KEX | C | -0.03% | |
| G | C | -0.03% | |
| BEN | F | -0.03% | |
| UTHR | C | -0.03% | |
| SAIC | C | -0.03% | |
| FTI | D | -0.03% | |
| MHK | C | -0.03% | |
| MIDD | D | -0.03% | |
| HRB | C | -0.03% | |
| MGM | F | -0.03% | |
| ASH | D | -0.03% | |
| WCC | D | -0.03% | |
| SKX | D | -0.03% | |
| ALSN | B | -0.03% | |
| COKE | C | -0.03% | |
| M | F | -0.02% | |
| DBX | D | -0.02% | |
| GTLB | D | -0.02% | |
| VIRT | C | -0.02% | |
| GAP | F | -0.02% | |
| CIVI | F | -0.02% | |
| PK | D | -0.02% | |
| MAN | C | -0.02% | |
| GTES | C | -0.02% | |
| SRPT | D | -0.02% | |
| PINC | C | -0.02% | |
| CRUS | D | -0.02% | |
| SMAR | C | -0.02% | |
| MSM | D | -0.02% | |
| AZTA | F | -0.02% | |
| LSCC | D | -0.02% | |
| CWEN | C | -0.02% | |
| HIW | B | -0.02% | |
| EPR | B | -0.02% | |
| CIEN | C | -0.02% | |
| NYT | C | -0.02% | |
| WFRD | F | -0.02% | |
| THO | D | -0.02% | |
| PVH | F | -0.02% | |
| WU | F | -0.02% | |
| MTCH | C | -0.02% | |
| WH | B | -0.02% | |
| DTM | B | -0.02% | |
| DINO | F | -0.02% | |
| LEA | F | -0.02% | |
| H | C | -0.02% | |
| FOXA | B | -0.02% | |
| EEFT | D | -0.02% | |
| ROKU | C | -0.02% | |
| SNX | D | -0.02% | |
| SMG | C | -0.02% | |
| KRC | B | -0.02% | |
| NWSA | D | -0.02% | |
| EXAS | C | -0.02% | |
| QRVO | F | -0.02% | |
| LEN | B | -0.01% | |
| CNA | C | -0.01% | |
| ADTN | D | -0.01% | |
| NWS | D | -0.01% | |
| CWEN | C | -0.01% | |
| PEGA | C | -0.01% | |
| APLS | F | -0.01% | |
| AMKR | F | -0.01% | |
| REYN | C | -0.01% | |
| PPC | D | -0.01% | |
| RARE | B | -0.01% | |
| CRI | D | -0.01% | |
| COLM | C | -0.01% | |
| TNL | D | -0.01% | |
| IONS | F | -0.01% | |
| SAM | F | -0.01% | |
| PATH | D | -0.01% | |
| FOX | B | -0.01% | |
| BILL | D | -0.01% | |
| VKTX | C | -0.01% | |
| EXEL | C | -0.01% | |
| PLTK | C | -0.0% | |
| SEB | D | -0.0% | |
| DDS | F | -0.0% | |
| ALGM | F | -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
RECS: Top Represented Industries & Keywords
Industries:
Software - Application
Biotechnology
Diversified Industrials
Asset Management
Semiconductors
Software - Infrastructure
Business Services
Banks - Regional - US
Internet Content & Information
Packaged Foods
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
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