EVUS vs. ACWI ETF Comparison

Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to iShares MSCI ACWI Index Fund (ACWI)
EVUS

iShares ESG Aware MSCI USA Value ETF

EVUS Description

EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$29.52

Average Daily Volume

2,107

Number of Holdings *

234

* may have additional holdings in another (foreign) market
ACWI

iShares MSCI ACWI Index Fund

ACWI Description The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Country World Index. The fund invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries. Components primarily include consumer discretionary, consumer staples, energy, financial, industrials and information technology companies. It is non-diversified.

Grade (RS Rating)

Last Trade

$116.16

Average Daily Volume

2,587,627

Number of Holdings *

597

* may have additional holdings in another (foreign) market
Performance
Period EVUS ACWI
30 Days 2.65% 0.18%
60 Days 5.24% 2.35%
90 Days 7.91% 3.16%
12 Months 23.06% 23.81%
234 Overlapping Holdings
Symbol Grade Weight in EVUS Weight in ACWI Overlap
A C 0.21% 0.05% 0.05%
ABBV C 1.1% 0.45% 0.45%
ABT C 0.25% 0.26% 0.25%
ACGL B 0.19% 0.06% 0.06%
ACN C 0.57% 0.29% 0.29%
ADI D 0.29% 0.15% 0.15%
ADM D 0.12% 0.04% 0.04%
ADP B 1.18% 0.15% 0.15%
AFL B 0.23% 0.08% 0.08%
AIZ B 0.18% 0.01% 0.01%
AKAM D 0.14% 0.02% 0.02%
ALLE B 0.16% 0.02% 0.02%
AMGN B 0.9% 0.23% 0.23%
AMT C 0.72% 0.15% 0.15%
ANSS F 0.34% 0.04% 0.04%
APD B 0.1% 0.08% 0.08%
AVGO C 3.03% 0.97% 0.97%
AVTR B 0.12% 0.02% 0.02%
AVY D 0.11% 0.02% 0.02%
AXP B 0.84% 0.2% 0.2%
AZPN A 0.1% 0.01% 0.01%
BAC D 1.14% 0.36% 0.36%
BALL C 0.12% 0.03% 0.03%
BBY B 0.32% 0.03% 0.03%
BG D 0.35% 0.02% 0.02%
BIIB F 0.13% 0.04% 0.04%
BK A 0.67% 0.07% 0.07%
BKR D 0.25% 0.04% 0.04%
BLK A 0.28% 0.17% 0.17%
BMY C 0.36% 0.13% 0.13%
BR D 0.71% 0.03% 0.03%
BRK.A C 1.17% 0.78% 0.78%
BXP B 0.12% 0.02% 0.02%
C D 0.59% 0.14% 0.14%
CAG B 0.11% 0.02% 0.02%
CAH C 0.31% 0.04% 0.04%
CARR B 0.42% 0.08% 0.08%
CAT C 0.7% 0.22% 0.22%
CB B 0.13% 0.15% 0.13%
CBOE C 0.11% 0.03% 0.03%
CBRE A 0.32% 0.05% 0.05%
CCI B 0.7% 0.07% 0.07%
CCK A 0.1% 0.01% 0.01%
CHD C 0.27% 0.03% 0.03%
CHRW B 0.38% 0.02% 0.02%
CI C 0.67% 0.14% 0.14%
CLX C 0.44% 0.03% 0.03%
CMCSA D 0.38% 0.21% 0.21%
CMI C 0.67% 0.05% 0.05%
CMS A 0.41% 0.03% 0.03%
CNC C 0.24% 0.05% 0.05%
CNH C 0.23% 0.01% 0.01%
COF C 0.14% 0.07% 0.07%
COO B 0.35% 0.03% 0.03%
COP D 0.77% 0.16% 0.16%
COR D 0.5% 0.06% 0.06%
CPB B 0.15% 0.01% 0.01%
CRH B 0.68% 0.08% 0.08%
CSCO B 0.9% 0.26% 0.26%
CVS D 0.1% 0.09% 0.09%
CVX D 1.14% 0.32% 0.32%
D C 0.29% 0.06% 0.06%
DAL C 0.22% 0.01% 0.01%
DD B 0.09% 0.04% 0.04%
DE B 0.44% 0.14% 0.14%
DFS C 0.35% 0.04% 0.04%
DG F 0.07% 0.02% 0.02%
DGX B 0.29% 0.02% 0.02%
DHI B 0.2% 0.08% 0.08%
DHR B 0.86% 0.24% 0.24%
DIS D 0.73% 0.22% 0.22%
DLR B 0.41% 0.07% 0.07%
DLTR F 0.07% 0.02% 0.02%
DOV B 0.1% 0.03% 0.03%
DOW D 0.12% 0.05% 0.05%
EA D 0.37% 0.05% 0.05%
ECL B 0.68% 0.08% 0.08%
ED C 0.27% 0.05% 0.05%
EIX C 0.29% 0.04% 0.04%
ELV C 0.94% 0.17% 0.17%
EQIX B 0.59% 0.11% 0.11%
EQT D 0.12% 0.03% 0.03%
ES C 0.26% 0.03% 0.03%
ETN C 0.25% 0.16% 0.16%
EXC B 0.37% 0.05% 0.05%
EXPD B 0.54% 0.02% 0.02%
FANG D 0.11% 0.04% 0.04%
FBIN B 0.27% 0.01% 0.01%
FDS C 0.18% 0.02% 0.02%
FDX C 0.24% 0.09% 0.09%
FERG C 0.42% 0.05% 0.05%
FI A 0.32% 0.14% 0.14%
FIS B 0.25% 0.06% 0.06%
FLUT B 0.31% 0.05% 0.05%
FOX B 0.11% 0.01% 0.01%
FSLR C 0.13% 0.03% 0.03%
FTV C 0.27% 0.03% 0.03%
GEHC C 0.1% 0.05% 0.05%
GEN A 0.1% 0.02% 0.02%
GEV B 0.16% 0.08% 0.08%
GILD B 0.93% 0.14% 0.14%
GIS B 0.72% 0.05% 0.05%
GS D 0.71% 0.2% 0.2%
HBAN B 0.24% 0.03% 0.03%
HCA B 0.36% 0.1% 0.1%
HD B 1.99% 0.49% 0.49%
HIG A 0.48% 0.05% 0.05%
HII C 0.17% 0.01% 0.01%
HOLX B 0.15% 0.03% 0.03%
HON D 0.79% 0.17% 0.17%
HPE D 0.29% 0.03% 0.03%
HPQ D 0.15% 0.04% 0.04%
HRL C 0.13% 0.01% 0.01%
HUBB B 0.13% 0.03% 0.03%
HUM F 0.12% 0.05% 0.05%
IBM B 1.23% 0.26% 0.26%
ICE B 0.11% 0.12% 0.11%
IEX D 0.16% 0.02% 0.02%
IFF B 0.14% 0.03% 0.03%
INTC F 0.48% 0.11% 0.11%
IP B 0.14% 0.02% 0.02%
IPG C 0.1% 0.02% 0.02%
IR C 0.12% 0.05% 0.05%
IRM B 0.36% 0.05% 0.05%
ITW B 0.11% 0.1% 0.1%
J D 0.23% 0.02% 0.02%
JBHT D 0.16% 0.02% 0.02%
JCI B 0.34% 0.06% 0.06%
JNJ B 1.58% 0.52% 0.52%
JNPR A 0.13% 0.02% 0.02%
JPM D 2.43% 0.77% 0.77%
K A 0.92% 0.03% 0.03%
KDP A 0.26% 0.05% 0.05%
KEYS C 0.35% 0.03% 0.03%
KHC C 0.31% 0.04% 0.04%
KMB D 0.39% 0.06% 0.06%
KMI A 0.63% 0.06% 0.06%
KMX D 0.09% 0.02% 0.02%
KO B 1.96% 0.38% 0.38%
KR B 0.41% 0.05% 0.05%
LDOS C 0.11% 0.03% 0.03%
LH B 0.21% 0.02% 0.02%
LIN B 0.53% 0.3% 0.3%
LKQ D 0.43% 0.01% 0.01%
LOW B 0.75% 0.19% 0.19%
LYB F 0.09% 0.03% 0.03%
MCD C 0.66% 0.28% 0.28%
MDLZ B 0.1% 0.13% 0.1%
MET A 0.5% 0.06% 0.06%
MKC B 0.16% 0.03% 0.03%
MKTX C 0.11% 0.01% 0.01%
MMC C 0.26% 0.15% 0.15%
MMM B 0.64% 0.1% 0.1%
MRK D 0.64% 0.38% 0.38%
MRO D 0.17% 0.02% 0.02%
MS D 0.82% 0.16% 0.16%
MU F 0.4% 0.13% 0.13%
NDAQ B 0.35% 0.04% 0.04%
NEE B 0.92% 0.23% 0.23%
NEM B 0.36% 0.08% 0.08%
NI B 0.63% 0.02% 0.02%
NKE D 0.1% 0.13% 0.1%
NOC B 0.44% 0.1% 0.1%
NTAP D 0.09% 0.03% 0.03%
NTRS B 0.14% 0.02% 0.02%
NUE F 0.25% 0.05% 0.05%
NXPI D 0.56% 0.08% 0.08%
OC C 0.18% 0.02% 0.02%
OKE B 0.64% 0.07% 0.07%
ORCL B 1.16% 0.35% 0.35%
OVV D 0.35% 0.01% 0.01%
PAYX C 0.12% 0.06% 0.06%
PEG B 0.92% 0.05% 0.05%
PEP C 0.98% 0.32% 0.32%
PFE C 0.66% 0.22% 0.22%
PFG B 0.12% 0.03% 0.03%
PG C 1.58% 0.54% 0.54%
PGR A 0.4% 0.19% 0.19%
PHM B 0.14% 0.04% 0.04%
PLD C 0.35% 0.16% 0.16%
PNC B 0.55% 0.09% 0.09%
PNR B 0.57% 0.02% 0.02%
PPG C 0.36% 0.04% 0.04%
PRU C 0.98% 0.06% 0.06%
PSA B 0.11% 0.07% 0.07%
PSX D 0.33% 0.07% 0.07%
PYPL B 0.2% 0.09% 0.09%
QCOM D 0.66% 0.25% 0.25%
REGN C 0.33% 0.16% 0.16%
RMD C 0.1% 0.05% 0.05%
ROK D 0.13% 0.04% 0.04%
RTX C 0.81% 0.21% 0.21%
SBUX C 0.38% 0.15% 0.15%
SCHW D 0.31% 0.12% 0.12%
SLB F 0.27% 0.07% 0.07%
SOLV C 0.12% 0.01% 0.01%
SPGI B 0.7% 0.22% 0.22%
STE C 0.35% 0.03% 0.03%
STLD D 0.09% 0.02% 0.02%
STT A 0.16% 0.03% 0.03%
STZ C 0.11% 0.05% 0.05%
SYF C 0.36% 0.03% 0.03%
SYY D 0.1% 0.05% 0.05%
T B 0.37% 0.2% 0.2%
TAP C 0.31% 0.01% 0.01%
TFC D 0.22% 0.07% 0.07%
TFX C 0.2% 0.02% 0.02%
TGT C 0.43% 0.09% 0.09%
TJX C 0.18% 0.18% 0.18%
TMO C 0.14% 0.31% 0.14%
TRMB C 0.16% 0.02% 0.02%
TRV B 0.44% 0.07% 0.07%
TSCO C 0.25% 0.04% 0.04%
TTC D 0.09% 0.01% 0.01%
TWLO D 0.1% 0.01% 0.01%
TXN C 1.5% 0.24% 0.24%
ULTA D 0.11% 0.02% 0.02%
UNH C 2.16% 0.72% 0.72%
UPS D 0.32% 0.12% 0.12%
URI B 0.25% 0.06% 0.06%
USB B 0.26% 0.09% 0.09%
VLO D 0.23% 0.06% 0.06%
VZ B 0.87% 0.24% 0.24%
WDC D 0.12% 0.03% 0.03%
WELL B 0.45% 0.1% 0.1%
WFC D 0.21% 0.24% 0.21%
WMB B 0.13% 0.07% 0.07%
WTRG D 0.21% 0.01% 0.01%
WTW B 0.13% 0.04% 0.04%
WY C 0.28% 0.03% 0.03%
XOM D 1.48% 0.65% 0.65%
XYL D 0.45% 0.04% 0.04%
ZBH F 0.22% 0.03% 0.03%
ZTS B 0.48% 0.11% 0.11%
EVUS Overweight 0 Positions Relative to ACWI
Symbol Grade Weight
EVUS Underweight 363 Positions Relative to ACWI
Symbol Grade Weight
AAPL D -4.26%
MSFT C -3.99%
NVDA D -3.85%
AMZN C -2.29%
META A -1.51%
GOOGL D -1.21%
GOOG D -1.05%
LLY C -0.98%
TSLA C -0.87%
V B -0.59%
MA B -0.54%
COST C -0.53%
WMT B -0.47%
NFLX B -0.4%
CRM D -0.32%
AMD F -0.32%
ADBE D -0.31%
GE B -0.26%
PM C -0.25%
NOW A -0.24%
INTU D -0.24%
ISRG C -0.23%
AMAT D -0.21%
UNP B -0.2%
BKNG B -0.18%
UBER C -0.18%
VRTX D -0.17%
SYK C -0.17%
LMT C -0.16%
BSX B -0.16%
PANW D -0.15%
MDT C -0.15%
TMUS C -0.14%
BX B -0.14%
SO B -0.13%
ANET B -0.13%
MELI B -0.13%
LRCX F -0.13%
KLAC D -0.13%
DUK C -0.12%
SHW B -0.12%
MO C -0.12%
BA F -0.12%
IBN A -0.11%
CL C -0.11%
WM D -0.11%
TT B -0.11%
HDB C -0.11%
CDNS D -0.1%
MSI C -0.1%
SNPS D -0.1%
PH B -0.1%
CME C -0.1%
APH D -0.1%
KKR B -0.1%
CMG C -0.1%
TDG B -0.1%
CTAS C -0.1%
MCO A -0.1%
AJG C -0.09%
CSX D -0.09%
ORLY B -0.09%
MCK F -0.09%
AON B -0.09%
EOG D -0.09%
GD B -0.09%
BDX F -0.09%
PLTR B -0.09%
EMR D -0.08%
MAR C -0.08%
MPC D -0.08%
CRWD F -0.08%
FCX D -0.08%
CEG C -0.08%
ROP C -0.08%
MRVL C -0.08%
AIG D -0.07%
ROST C -0.07%
ABNB D -0.07%
WDAY D -0.07%
GM B -0.07%
AEP B -0.07%
SPG B -0.07%
AZO D -0.07%
SRE B -0.07%
O B -0.07%
NSC C -0.07%
HLT B -0.07%
ADSK B -0.07%
LHX D -0.06%
CPRT D -0.06%
IQV C -0.06%
KVUE B -0.06%
TEL D -0.06%
MPWR C -0.06%
AMP B -0.06%
MSCI C -0.06%
GWW B -0.06%
RSG D -0.06%
APO C -0.06%
LEN B -0.06%
FICO A -0.06%
WCN D -0.06%
TTD B -0.06%
FTNT C -0.06%
ALL A -0.06%
PCAR D -0.06%
XEL A -0.05%
SQ D -0.05%
HES D -0.05%
MNST C -0.05%
HWM B -0.05%
ODFL C -0.05%
OTIS D -0.05%
YUM D -0.05%
EXR B -0.05%
EFX C -0.05%
AME C -0.05%
CTSH C -0.05%
CTVA B -0.05%
VRSK D -0.05%
IT B -0.05%
PWR B -0.05%
PCG C -0.05%
DASH C -0.05%
FAST C -0.05%
F D -0.05%
EW F -0.05%
IDXX C -0.05%
LNG D -0.05%
MCHP D -0.05%
RCL B -0.05%
VLTO C -0.04%
EQR B -0.04%
GRMN D -0.04%
SBAC C -0.04%
DXCM F -0.04%
FITB B -0.04%
ARES B -0.04%
MTB B -0.04%
GPN D -0.04%
AWK A -0.04%
WEC B -0.04%
HSY C -0.04%
VST C -0.04%
MTD D -0.04%
DDOG D -0.04%
TRGP B -0.04%
WAB A -0.04%
VMC D -0.04%
CDW D -0.04%
ON D -0.04%
VRT C -0.04%
NVR B -0.04%
LULU D -0.04%
COIN F -0.04%
CHTR D -0.04%
MLM D -0.04%
CSGP D -0.04%
DELL D -0.04%
AVB B -0.04%
OXY F -0.04%
EBAY B -0.04%
VEEV C -0.04%
ALNY B -0.04%
SNOW F -0.04%
GLW B -0.04%
VICI C -0.04%
MAA B -0.03%
EL F -0.03%
LII B -0.03%
APTV D -0.03%
WBD D -0.03%
GPC D -0.03%
TDY C -0.03%
BAX C -0.03%
SUI B -0.03%
TER D -0.03%
DRI C -0.03%
UMC C -0.03%
TRU B -0.03%
OMC A -0.03%
PTC D -0.03%
CSL C -0.03%
ESS B -0.03%
ILMN C -0.03%
ATO B -0.03%
STX D -0.03%
RF B -0.03%
MKL C -0.03%
MOH C -0.03%
ARE B -0.03%
MDB D -0.03%
CPAY B -0.03%
CINF B -0.03%
BAH B -0.03%
RBLX B -0.03%
GDDY C -0.03%
WST D -0.03%
MRNA F -0.03%
MSTR D -0.03%
BLDR C -0.03%
TROW D -0.03%
APP B -0.03%
HUBS D -0.03%
DECK C -0.03%
NET F -0.03%
INVH C -0.03%
SMCI F -0.03%
HAL F -0.03%
RJF C -0.03%
TYL C -0.03%
SW B -0.03%
TTWO D -0.03%
BRO C -0.03%
AEE B -0.03%
DVN F -0.03%
TEAM F -0.03%
DTE B -0.03%
VTR C -0.03%
AXON B -0.03%
PPL C -0.03%
ETR A -0.03%
FE C -0.03%
EMN B -0.02%
TECH C -0.02%
DOCU C -0.02%
EPAM D -0.02%
ACM B -0.02%
NBIX F -0.02%
SJM C -0.02%
HST D -0.02%
OKTA F -0.02%
NDSN C -0.02%
REG C -0.02%
CPT B -0.02%
HEI B -0.02%
FFIV A -0.02%
DKS D -0.02%
JBL D -0.02%
AES C -0.02%
JKHY B -0.02%
ELS C -0.02%
CE D -0.02%
DT C -0.02%
VTRS C -0.02%
ERIE A -0.02%
TW A -0.02%
UDR B -0.02%
POOL C -0.02%
LVS D -0.02%
GGG C -0.02%
DPZ F -0.02%
UHS B -0.02%
CHT A -0.02%
EVRG A -0.02%
KEY B -0.02%
UTHR C -0.02%
WPC B -0.02%
CF B -0.02%
PSTG F -0.02%
ZS F -0.02%
LPLA D -0.02%
ROL C -0.02%
FWONK D -0.02%
ENPH C -0.02%
HEI B -0.02%
SWK B -0.02%
PODD B -0.02%
LNT A -0.02%
RPM B -0.02%
DOC C -0.02%
EQH C -0.02%
RVTY B -0.02%
SNA B -0.02%
BMRN F -0.02%
SSNC B -0.02%
KIM B -0.02%
TPL C -0.02%
RS D -0.02%
LYV B -0.02%
ZM C -0.02%
AMH C -0.02%
DKNG D -0.02%
VRSN D -0.02%
GLPI B -0.02%
SWKS F -0.02%
MANH B -0.02%
WSO C -0.02%
AMCR C -0.02%
EG B -0.02%
ENTG D -0.02%
TSN C -0.02%
FNF A -0.02%
ZBRA B -0.02%
CTRA F -0.02%
L B -0.02%
TXT D -0.02%
PINS F -0.02%
ALGN D -0.02%
CCL C -0.02%
EXPE C -0.02%
WRB C -0.02%
BURL B -0.02%
MAS B -0.02%
NRG C -0.02%
EME B -0.02%
PKG B -0.02%
WSM C -0.02%
CNP C -0.02%
FCNCA D -0.02%
CFG D -0.02%
WAT C -0.02%
LUV C -0.01%
WLK D -0.01%
CELH F -0.01%
UHAL B -0.01%
H C -0.01%
BBWI F -0.01%
BEN F -0.01%
PARA F -0.01%
ACI F -0.01%
WBA F -0.01%
DINO D -0.01%
FOXA B -0.01%
BIO C -0.01%
WYNN D -0.01%
DAY D -0.01%
MOS F -0.01%
WIT C -0.01%
PAYC D -0.01%
BSY D -0.01%
KNX C -0.01%
SEIC B -0.01%
CHK D -0.01%
APA F -0.01%
Z B -0.01%
MTCH C -0.01%
MGM D -0.01%
HSIC C -0.01%
LW D -0.01%
CG C -0.01%
TOST B -0.01%
DVA B -0.01%
ALLY F -0.01%
ROKU C -0.01%
NLY A -0.01%
RIVN F -0.01%
IOT A -0.01%
CRL D -0.01%
RPRX C -0.01%
ALB F -0.01%
INCY C -0.01%
SNAP F -0.01%
NWSA D -0.01%
AFG B -0.01%
CHRD F -0.01%
AOS C -0.01%
CTLT B -0.01%
QRVO F -0.01%
EXAS C -0.01%
HOOD C -0.01%
SAR B -0.0%
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