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      EVUS vs. CSM ETF Comparison

      Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to ProShares Large Cap Core Plus (CSM)
      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

      $30.11

      Average Daily Volume

      1,992

      Number of Holdings *

      234

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

      ProShares Large Cap Core Plus

      CSM Description The investment seeks investment results before fees and expenses that track the performance of the Credit Suisse 130/30 Large Cap Index (the "index"). The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to replicate an investment strategy that establishes either long or short positions in the stocks of 500 leading large-cap U.S. companies (the "Universe") by applying a rules-based ranking and weighting methodology. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $66.99

      Average Daily Volume

      7,398

      Number of Holdings *

      307

      * may have additional holdings in another (foreign) market
      Performance
      Period EVUS CSM
      30 Days -0.86% 0.33%
      60 Days 1.78% 3.69%
      90 Days 4.99% 5.84%
      12 Months 27.21% 31.12%
      137 Overlapping Holdings
      Symbol Grade Weight in EVUS Weight in CSM Overlap
      A F 0.2% 0.29% 0.2%
      ABBV F 1.08% 0.35% 0.35%
      ABT A 0.24% 0.06% 0.06%
      ACGL D 0.17% 0.3% 0.17%
      ACN C 0.56% 0.05% 0.05%
      AIZ A 0.19% 0.32% 0.19%
      AKAM F 0.12% 0.19% 0.12%
      ALLE D 0.16% 0.11% 0.11%
      AMGN D 0.84% 0.04% 0.04%
      APD A 0.11% 0.35% 0.11%
      AVGO C 3.17% 1.22% 1.22%
      BAC A 1.27% 0.29% 0.29%
      BBY D 0.28% 0.26% 0.26%
      BG D 0.3% 0.24% 0.24%
      BIIB F 0.11% 0.14% 0.11%
      BK B 0.72% 0.13% 0.13%
      BKR B 0.31% 0.39% 0.31%
      BMY A 0.38% 0.49% 0.38%
      BRK.A B 1.16% 0.96% 0.96%
      CAG F 0.09% 0.1% 0.09%
      CAH B 0.32% 0.34% 0.32%
      CBOE C 0.1% 0.28% 0.1%
      CBRE B 0.35% 0.35% 0.35%
      CHD A 0.27% 0.06% 0.06%
      CI D 0.56% 0.38% 0.38%
      CLX A 0.42% 0.06% 0.06%
      CMCSA B 0.41% 0.23% 0.23%
      CNC F 0.18% 0.26% 0.18%
      COF B 0.18% 0.27% 0.18%
      COR B 0.5% 0.33% 0.33%
      CPB D 0.13% 0.09% 0.09%
      CSCO B 1.01% 0.04% 0.04%
      CVS F 0.09% 0.2% 0.09%
      CVX A 1.22% 0.09% 0.09%
      DFS B 0.45% 0.18% 0.18%
      DG F 0.06% 0.22% 0.06%
      DHI D 0.17% 0.23% 0.17%
      DHR D 0.73% 0.03% 0.03%
      DIS B 0.76% 0.1% 0.1%
      DLR A 0.45% 0.07% 0.07%
      EA A 0.38% 0.2% 0.2%
      EIX C 0.27% 0.32% 0.27%
      EQIX A 0.6% 0.26% 0.26%
      ETN B 0.29% 0.42% 0.29%
      EXC C 0.34% 0.29% 0.29%
      FANG D 0.11% 0.32% 0.11%
      FDS B 0.19% 0.04% 0.04%
      FDX B 0.22% 0.29% 0.22%
      FIS C 0.25% 0.07% 0.07%
      FSLR F 0.11% 0.1% 0.1%
      FTV D 0.26% 0.07% 0.07%
      GEHC D 0.1% 0.2% 0.1%
      GEN B 0.11% 0.18% 0.11%
      GILD C 1.04% 0.24% 0.24%
      HBAN B 0.28% 0.28% 0.28%
      HCA F 0.31% 0.15% 0.15%
      HD A 2.04% 0.31% 0.31%
      HIG B 0.47% 0.33% 0.33%
      HII F 0.13% 0.24% 0.13%
      HOLX D 0.14% 0.11% 0.11%
      HPQ B 0.16% 0.29% 0.16%
      HRL D 0.12% 0.06% 0.06%
      IBM C 1.17% 0.03% 0.03%
      IEX B 0.17% 0.29% 0.17%
      INTC C 0.61% 0.25% 0.25%
      IP A 0.16% 0.06% 0.06%
      IPG F 0.09% 0.12% 0.09%
      IR B 0.14% 0.33% 0.14%
      J D 0.23% 0.04% 0.04%
      JNJ D 1.43% 0.4% 0.4%
      JPM A 2.7% 0.69% 0.69%
      KDP D 0.21% 0.12% 0.12%
      KHC F 0.28% 0.11% 0.11%
      KMB C 0.35% 0.32% 0.32%
      KMI A 0.77% 0.12% 0.12%
      KMX C 0.09% 0.21% 0.09%
      KO D 1.68% 0.12% 0.12%
      KR B 0.42% 0.36% 0.36%
      LDOS C 0.13% 0.37% 0.13%
      LIN D 0.5% 0.08% 0.08%
      LKQ F 0.39% 0.1% 0.1%
      LOW C 0.76% 0.04% 0.04%
      LYB F 0.08% 0.27% 0.08%
      MCD D 0.64% 0.03% 0.03%
      MET A 0.51% 0.24% 0.24%
      MKC D 0.14% 0.05% 0.05%
      MMC D 0.25% 0.04% 0.04%
      MRK F 0.54% 0.62% 0.54%
      MU D 0.46% 0.44% 0.44%
      NEM D 0.29% 0.09% 0.09%
      NI A 0.64% 0.21% 0.21%
      NOC D 0.43% 0.38% 0.38%
      NTRS A 0.16% 0.29% 0.16%
      NUE D 0.27% 0.08% 0.08%
      OKE A 0.72% 0.18% 0.18%
      ORCL A 1.29% 0.13% 0.13%
      PAYX B 0.13% 0.07% 0.07%
      PEP F 0.88% 0.32% 0.32%
      PFE F 0.58% 0.12% 0.12%
      PFG C 0.12% 0.11% 0.11%
      PG C 1.45% 0.4% 0.4%
      PGR B 0.39% 0.23% 0.23%
      PHM D 0.13% 0.3% 0.13%
      PLD D 0.3% 0.33% 0.3%
      PNR B 0.62% 0.33% 0.33%
      PPG F 0.34% 0.23% 0.23%
      PRU B 0.98% 0.29% 0.29%
      PSA C 0.11% 0.14% 0.11%
      PSX C 0.31% 0.12% 0.12%
      PYPL B 0.23% 0.25% 0.23%
      QCOM F 0.65% 0.5% 0.5%
      RMD C 0.11% 0.2% 0.11%
      SLB C 0.28% 0.31% 0.28%
      STE D 0.3% 0.31% 0.3%
      STLD B 0.12% 0.14% 0.12%
      SYF B 0.47% 0.39% 0.39%
      SYY D 0.09% 0.13% 0.09%
      T A 0.37% 0.2% 0.2%
      TAP B 0.32% 0.34% 0.32%
      TFX F 0.15% 0.21% 0.15%
      TGT B 0.41% 0.33% 0.33%
      TJX A 0.17% 0.48% 0.17%
      TMO F 0.11% 0.55% 0.11%
      TRMB B 0.2% 0.05% 0.05%
      TRV A 0.45% 0.11% 0.11%
      UNH C 2.15% 0.52% 0.52%
      URI B 0.29% 0.13% 0.13%
      VLO C 0.22% 0.08% 0.08%
      VZ C 0.75% 0.05% 0.05%
      WDC F 0.12% 0.22% 0.12%
      WELL A 0.46% 0.42% 0.42%
      WFC A 0.26% 0.15% 0.15%
      WTW B 0.14% 0.14% 0.14%
      WY D 0.26% 0.3% 0.26%
      XOM B 1.54% 0.51% 0.51%
      XYL D 0.41% 0.26% 0.26%
      ZTS D 0.42% 0.15% 0.15%
      EVUS Overweight 97 Positions Relative to CSM
      Symbol Grade Weight
      TXN C 1.59%
      ADP B 1.25%
      MS A 1.03%
      PEG C 0.9%
      K B 0.89%
      AXP B 0.89%
      GS B 0.84%
      HON B 0.82%
      NEE C 0.81%
      COP B 0.8%
      RTX D 0.8%
      CMI A 0.76%
      CAT C 0.76%
      CRH B 0.75%
      BR B 0.72%
      ELV F 0.69%
      C B 0.68%
      ECL D 0.65%
      SPGI D 0.64%
      MMM D 0.62%
      GIS F 0.61%
      CCI C 0.6%
      PNC B 0.6%
      AMT D 0.58%
      NXPI F 0.54%
      EXPD D 0.51%
      FERG C 0.43%
      DE C 0.42%
      CARR D 0.4%
      CHRW B 0.39%
      OVV C 0.38%
      JCI B 0.38%
      KEYS C 0.37%
      CMS C 0.37%
      SCHW A 0.36%
      SBUX A 0.36%
      NDAQ A 0.36%
      FI A 0.36%
      IRM C 0.35%
      ANSS B 0.35%
      HPE B 0.35%
      FLUT A 0.34%
      UPS C 0.32%
      COO D 0.31%
      BLK B 0.31%
      DGX A 0.29%
      D C 0.28%
      USB B 0.28%
      ADI D 0.28%
      DAL A 0.28%
      ED C 0.25%
      REGN F 0.24%
      TSCO D 0.24%
      FBIN F 0.24%
      TFC A 0.23%
      GEV A 0.23%
      CNH C 0.23%
      ZBH C 0.22%
      AFL C 0.22%
      LH B 0.22%
      ES C 0.22%
      WTRG B 0.21%
      OC A 0.2%
      MRO A 0.18%
      STT B 0.18%
      JBHT C 0.17%
      WMB A 0.16%
      EQT A 0.15%
      HUBB B 0.15%
      TWLO A 0.14%
      ROK B 0.13%
      CB C 0.13%
      BXP D 0.12%
      JNPR D 0.12%
      IFF D 0.12%
      FOX A 0.12%
      DOW F 0.11%
      AZPN A 0.11%
      MKTX D 0.11%
      SOLV F 0.11%
      AVTR F 0.1%
      BALL D 0.1%
      CCK D 0.1%
      NTAP C 0.1%
      ULTA F 0.1%
      DD D 0.1%
      HUM D 0.1%
      ADM D 0.1%
      ICE C 0.1%
      ITW B 0.1%
      DOV B 0.1%
      MDLZ F 0.09%
      TTC F 0.09%
      STZ D 0.09%
      AVY D 0.09%
      NKE F 0.08%
      DLTR F 0.06%
      EVUS Underweight 170 Positions Relative to CSM
      Symbol Grade Weight
      NVDA A -4.99%
      AAPL C -4.66%
      MSFT D -4.32%
      AMZN B -2.77%
      META C -1.6%
      GOOGL B -1.27%
      GOOG B -1.02%
      TSLA A -0.97%
      LLY F -0.91%
      CRM B -0.83%
      INTU B -0.58%
      GE D -0.57%
      ADBE D -0.52%
      TMUS B -0.5%
      NFLX A -0.46%
      VRTX D -0.46%
      MCK A -0.45%
      PH B -0.45%
      APH B -0.44%
      TT A -0.43%
      V A -0.43%
      UAL A -0.42%
      RCL A -0.42%
      SNPS C -0.42%
      TRGP A -0.4%
      CME A -0.4%
      RJF A -0.4%
      GM B -0.4%
      SNA B -0.39%
      HWM A -0.39%
      UBER F -0.39%
      MA B -0.38%
      ALL A -0.38%
      CCL A -0.38%
      AME A -0.38%
      GRMN B -0.37%
      BDX F -0.37%
      ETR A -0.37%
      GDDY A -0.37%
      INCY C -0.36%
      MCO D -0.36%
      TROW B -0.35%
      CTSH C -0.35%
      LYV A -0.35%
      XEL A -0.35%
      AVB B -0.35%
      CDNS B -0.35%
      NCLH B -0.35%
      DUK C -0.34%
      TSN B -0.34%
      MTB A -0.34%
      RSG A -0.34%
      FFIV B -0.34%
      BRO B -0.34%
      VICI C -0.33%
      L A -0.33%
      FTNT B -0.33%
      NRG B -0.33%
      EQR C -0.33%
      RL C -0.32%
      COST A -0.32%
      OTIS C -0.32%
      LEN D -0.32%
      BEN C -0.32%
      CNP A -0.32%
      PAYC B -0.32%
      VTR B -0.31%
      ANET C -0.31%
      HST D -0.31%
      DTE C -0.3%
      DVN F -0.3%
      FRT B -0.3%
      VTRS A -0.29%
      UHS D -0.29%
      CPT C -0.29%
      PCG A -0.29%
      IVZ C -0.29%
      CRL D -0.28%
      MAA A -0.28%
      INVH D -0.28%
      EMN D -0.28%
      MTD F -0.28%
      STX D -0.28%
      TXT D -0.26%
      FOXA B -0.26%
      WAB B -0.26%
      ROL B -0.26%
      SO C -0.26%
      IQV F -0.25%
      BAX F -0.25%
      SWK F -0.25%
      VRSN F -0.25%
      EG D -0.25%
      MDT D -0.25%
      CSX C -0.25%
      WMT A -0.24%
      OMC C -0.23%
      MSI B -0.23%
      HAL C -0.23%
      EMR A -0.22%
      AMAT F -0.21%
      GL C -0.21%
      EL F -0.21%
      APA F -0.21%
      DOC D -0.21%
      REG A -0.2%
      APTV F -0.2%
      LMT D -0.2%
      SWKS F -0.2%
      PANW B -0.2%
      CFG B -0.19%
      AES F -0.19%
      CRWD B -0.19%
      QRVO F -0.19%
      PARA D -0.19%
      SJM D -0.18%
      MGM D -0.18%
      BX A -0.18%
      ADSK B -0.17%
      LRCX F -0.17%
      CE F -0.16%
      MOH F -0.16%
      TPR B -0.16%
      ABNB D -0.16%
      BLDR D -0.16%
      MSCI B -0.15%
      F C -0.15%
      BWA D -0.15%
      FITB B -0.15%
      WBA F -0.15%
      AMD F -0.15%
      NOW B -0.14%
      GPC F -0.14%
      HES B -0.14%
      SPG A -0.14%
      TDY B -0.13%
      PNW B -0.13%
      FCX F -0.12%
      ON F -0.12%
      ROP C -0.12%
      JKHY D -0.12%
      NWSA B -0.12%
      CTVA C -0.1%
      FE C -0.1%
      ISRG A -0.09%
      DAY B -0.09%
      MAR B -0.09%
      LULU C -0.09%
      JBL C -0.08%
      DXCM C -0.08%
      WRB B -0.08%
      EBAY D -0.07%
      MTCH F -0.07%
      AOS F -0.06%
      PKG B -0.05%
      EPAM C -0.05%
      RF A -0.05%
      DPZ C -0.05%
      CSGP F -0.04%
      PM A -0.04%
      WM B -0.04%
      ROST D -0.04%
      PTC B -0.04%
      FAST B -0.04%
      MAS D -0.04%
      WYNN D -0.04%
      CMG C -0.04%
      SMCI F -0.03%
      FMC D -0.03%
      ARE F -0.03%

      EVUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Drug Manufacturers - Major Packaged Foods Business Services Capital Markets Health Care Plans Semiconductors Specialty Chemicals Credit Services Diagnostics & Research Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P Software - Application Utilities - Regulated Electric Asset Management Banks - Global Banks - Regional - US Household & Personal Products Insurance - Diversified
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products

      CSM: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Drug Manufacturers - Major Semiconductors Diagnostics & Research Medical Instruments & Supplies Utilities - Regulated Electric Asset Management Credit Services Internet Content & Information Packaged Foods Banks - Regional - US Health Care Plans Household & Personal Products Information Technology Services Insurance - Property & Casualty REIT - Residential Specialty Industrial Machinery Aerospace & Defense Business Services
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Natural Gas Insurance Electronics Electricity Real Estate Investment Trust Bank Aerospace Banking Medicine Mobile Devices Telecommunications Chemical Work From Home Petroleum Industry Transport Disability
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