EVUS vs. DEW ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to WisdomTree Europe High-Yielding Equity Fund (DEW)
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
$30.74
Average Daily Volume
1,444
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
DEW
WisdomTree Europe High-Yielding Equity Fund
DEW Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Global Equity Income Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of high dividend-yielding companies selected from the WisdomTree Global Dividend Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$55.17
Average Daily Volume
7,535
Number of Holdings
*
270
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | DEW |
|---|---|---|
| 30 Days | 2.65% | 0.81% |
| 60 Days | 3.47% | 0.30% |
| 90 Days | 6.09% | 2.80% |
| 12 Months | 29.50% | 24.57% |
53 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in DEW | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.92% | 1.17% | 0.92% | |
| ADM | D | 0.11% | 0.21% | 0.11% | |
| AMGN | D | 0.74% | 0.6% | 0.6% | |
| AMT | D | 0.59% | 0.58% | 0.58% | |
| BBY | D | 0.28% | 0.21% | 0.21% | |
| BMY | B | 0.42% | 0.65% | 0.42% | |
| C | A | 0.69% | 0.5% | 0.5% | |
| CAG | D | 0.09% | 0.14% | 0.09% | |
| CLX | B | 0.43% | 0.19% | 0.19% | |
| CMS | C | 0.38% | 0.19% | 0.19% | |
| CPB | D | 0.12% | 0.14% | 0.12% | |
| CVX | A | 1.26% | 1.34% | 1.26% | |
| D | C | 0.28% | 0.3% | 0.28% | |
| DLR | B | 0.47% | 0.36% | 0.36% | |
| ED | D | 0.25% | 0.32% | 0.25% | |
| EIX | B | 0.28% | 0.32% | 0.28% | |
| ES | D | 0.23% | 0.07% | 0.07% | |
| EXC | C | 0.35% | 0.26% | 0.26% | |
| GILD | C | 0.96% | 0.81% | 0.81% | |
| GIS | D | 0.6% | 0.29% | 0.29% | |
| HBAN | A | 0.29% | 0.18% | 0.18% | |
| HPQ | B | 0.17% | 0.24% | 0.17% | |
| HRL | D | 0.12% | 0.19% | 0.12% | |
| IBM | C | 1.17% | 1.07% | 1.07% | |
| IP | B | 0.16% | 0.23% | 0.16% | |
| IPG | D | 0.08% | 0.16% | 0.08% | |
| JNJ | D | 1.43% | 2.01% | 1.43% | |
| K | A | 0.89% | 0.21% | 0.21% | |
| KHC | F | 0.26% | 0.17% | 0.17% | |
| KMB | D | 0.36% | 0.39% | 0.36% | |
| KMI | A | 0.81% | 0.46% | 0.46% | |
| MS | A | 1.07% | 0.91% | 0.91% | |
| NI | A | 0.67% | 0.16% | 0.16% | |
| NTRS | A | 0.16% | 0.14% | 0.14% | |
| OKE | A | 0.77% | 0.47% | 0.47% | |
| OVV | B | 0.39% | 0.07% | 0.07% | |
| PEP | F | 0.84% | 1.27% | 0.84% | |
| PFG | D | 0.12% | 0.12% | 0.12% | |
| PLD | D | 0.3% | 0.51% | 0.3% | |
| PNC | B | 0.62% | 0.3% | 0.3% | |
| PRU | A | 1.02% | 0.26% | 0.26% | |
| PSA | D | 0.11% | 0.46% | 0.11% | |
| PSX | C | 0.33% | 0.33% | 0.33% | |
| STT | A | 0.18% | 0.2% | 0.18% | |
| T | A | 0.38% | 1.06% | 0.38% | |
| TAP | C | 0.33% | 0.18% | 0.18% | |
| TGT | F | 0.43% | 0.37% | 0.37% | |
| USB | A | 0.28% | 0.4% | 0.28% | |
| VLO | C | 0.23% | 0.28% | 0.23% | |
| VZ | C | 0.79% | 1.35% | 0.79% | |
| WMB | A | 0.16% | 0.44% | 0.16% | |
| WTRG | B | 0.21% | 0.17% | 0.17% | |
| XOM | B | 1.54% | 1.91% | 1.54% |
EVUS Overweight 181 Positions Relative to DEW
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 2.9% | |
| JPM | A | 2.81% | |
| HD | A | 2.07% | |
| UNH | C | 2.04% | |
| KO | D | 1.67% | |
| PG | A | 1.5% | |
| TXN | C | 1.47% | |
| BAC | A | 1.33% | |
| ORCL | B | 1.31% | |
| ADP | B | 1.24% | |
| BRK.A | B | 1.19% | |
| CSCO | B | 1.01% | |
| PEG | A | 0.96% | |
| AXP | A | 0.9% | |
| DIS | B | 0.88% | |
| HON | B | 0.86% | |
| GS | A | 0.84% | |
| COP | C | 0.82% | |
| NEE | D | 0.82% | |
| RTX | C | 0.79% | |
| CMI | A | 0.78% | |
| CRH | A | 0.76% | |
| CAT | B | 0.75% | |
| BK | A | 0.74% | |
| LOW | D | 0.74% | |
| BR | A | 0.73% | |
| DHR | F | 0.7% | |
| SPGI | C | 0.65% | |
| ELV | F | 0.65% | |
| ECL | D | 0.64% | |
| PNR | A | 0.63% | |
| MCD | D | 0.63% | |
| QCOM | F | 0.63% | |
| EQIX | A | 0.61% | |
| MMM | D | 0.6% | |
| CCI | D | 0.6% | |
| CI | F | 0.58% | |
| INTC | D | 0.57% | |
| ACN | C | 0.56% | |
| PFE | D | 0.55% | |
| NXPI | D | 0.52% | |
| MRK | F | 0.52% | |
| MET | A | 0.52% | |
| EXPD | D | 0.51% | |
| LIN | D | 0.49% | |
| COR | B | 0.49% | |
| HIG | B | 0.47% | |
| SYF | B | 0.47% | |
| WELL | A | 0.46% | |
| TRV | B | 0.46% | |
| DFS | B | 0.45% | |
| FERG | B | 0.43% | |
| ZTS | D | 0.43% | |
| DE | A | 0.43% | |
| EA | A | 0.41% | |
| XYL | D | 0.41% | |
| MU | D | 0.41% | |
| KR | B | 0.41% | |
| SCHW | B | 0.4% | |
| CARR | D | 0.4% | |
| CHRW | C | 0.4% | |
| NOC | D | 0.4% | |
| CMCSA | B | 0.4% | |
| LKQ | D | 0.39% | |
| PGR | A | 0.39% | |
| JCI | C | 0.38% | |
| NDAQ | A | 0.38% | |
| FI | A | 0.38% | |
| SBUX | A | 0.37% | |
| FLUT | A | 0.36% | |
| KEYS | A | 0.35% | |
| CBRE | B | 0.35% | |
| HPE | B | 0.35% | |
| ANSS | B | 0.35% | |
| PPG | F | 0.34% | |
| IRM | D | 0.34% | |
| BG | F | 0.32% | |
| UPS | C | 0.32% | |
| BKR | B | 0.31% | |
| BLK | C | 0.31% | |
| CAH | B | 0.31% | |
| STE | F | 0.3% | |
| DGX | A | 0.3% | |
| HCA | F | 0.3% | |
| COO | D | 0.3% | |
| DAL | C | 0.3% | |
| CHD | B | 0.29% | |
| ETN | A | 0.29% | |
| NEM | D | 0.28% | |
| WFC | A | 0.28% | |
| SLB | C | 0.28% | |
| FTV | C | 0.27% | |
| ADI | D | 0.27% | |
| URI | B | 0.27% | |
| WY | D | 0.26% | |
| NUE | C | 0.25% | |
| FIS | C | 0.25% | |
| TFC | A | 0.24% | |
| PYPL | B | 0.24% | |
| MMC | B | 0.24% | |
| CNH | C | 0.24% | |
| ABT | B | 0.24% | |
| ZBH | C | 0.23% | |
| AFL | B | 0.23% | |
| TSCO | D | 0.23% | |
| GEV | B | 0.23% | |
| FBIN | D | 0.23% | |
| FDX | B | 0.23% | |
| REGN | F | 0.22% | |
| LH | C | 0.22% | |
| J | F | 0.21% | |
| KDP | D | 0.21% | |
| OC | A | 0.21% | |
| TRMB | B | 0.2% | |
| AIZ | A | 0.2% | |
| A | D | 0.19% | |
| FDS | B | 0.19% | |
| COF | B | 0.18% | |
| TJX | A | 0.18% | |
| CNC | D | 0.18% | |
| MRO | B | 0.18% | |
| IEX | B | 0.17% | |
| EQT | B | 0.16% | |
| ACGL | D | 0.16% | |
| DHI | D | 0.16% | |
| JBHT | C | 0.16% | |
| IR | B | 0.15% | |
| TWLO | A | 0.15% | |
| TFX | F | 0.15% | |
| ALLE | D | 0.15% | |
| HOLX | D | 0.14% | |
| WTW | B | 0.14% | |
| MKC | D | 0.14% | |
| HUBB | B | 0.14% | |
| PHM | D | 0.13% | |
| ROK | B | 0.13% | |
| FOX | A | 0.13% | |
| CB | C | 0.13% | |
| BXP | D | 0.12% | |
| AKAM | D | 0.12% | |
| IFF | D | 0.12% | |
| PAYX | C | 0.12% | |
| HII | D | 0.12% | |
| LDOS | C | 0.11% | |
| TMO | F | 0.11% | |
| SOLV | C | 0.11% | |
| CBOE | B | 0.11% | |
| AZPN | A | 0.11% | |
| GEN | B | 0.11% | |
| WDC | D | 0.11% | |
| JNPR | F | 0.11% | |
| MKTX | D | 0.11% | |
| APD | A | 0.11% | |
| STLD | B | 0.11% | |
| FANG | D | 0.11% | |
| CCK | C | 0.1% | |
| DD | D | 0.1% | |
| BALL | D | 0.1% | |
| NTAP | C | 0.1% | |
| HUM | C | 0.1% | |
| BIIB | F | 0.1% | |
| DOW | F | 0.1% | |
| RMD | C | 0.1% | |
| ITW | B | 0.1% | |
| FSLR | F | 0.1% | |
| DOV | A | 0.1% | |
| ICE | C | 0.1% | |
| MDLZ | F | 0.09% | |
| TTC | D | 0.09% | |
| AVTR | F | 0.09% | |
| CVS | D | 0.09% | |
| KMX | B | 0.09% | |
| ULTA | F | 0.09% | |
| AVY | D | 0.09% | |
| SYY | B | 0.09% | |
| STZ | D | 0.09% | |
| GEHC | F | 0.09% | |
| LYB | F | 0.08% | |
| NKE | D | 0.08% | |
| DG | F | 0.06% | |
| DLTR | F | 0.06% |
EVUS Underweight 217 Positions Relative to DEW
| Symbol | Grade | Weight | |
|---|---|---|---|
| HSBH | B | -1.84% | |
| PM | B | -1.67% | |
| MO | A | -1.44% | |
| DUK | C | -0.7% | |
| SO | D | -0.66% | |
| SPG | B | -0.64% | |
| TDG | D | -0.53% | |
| VALE | F | -0.52% | |
| MDT | D | -0.51% | |
| CME | A | -0.46% | |
| VICI | C | -0.44% | |
| AEP | D | -0.43% | |
| PCAR | B | -0.42% | |
| O | D | -0.41% | |
| TD | F | -0.4% | |
| CNA | B | -0.37% | |
| XEL | A | -0.36% | |
| SRE | A | -0.36% | |
| EQR | B | -0.31% | |
| WEC | A | -0.31% | |
| E | F | -0.3% | |
| ETR | B | -0.3% | |
| AVB | B | -0.26% | |
| EXR | D | -0.26% | |
| RF | A | -0.25% | |
| GLPI | C | -0.25% | |
| PPL | B | -0.25% | |
| ESS | B | -0.23% | |
| TROW | B | -0.21% | |
| MAA | B | -0.21% | |
| DRI | B | -0.21% | |
| VTR | C | -0.21% | |
| AEE | A | -0.21% | |
| INVH | D | -0.21% | |
| FE | C | -0.21% | |
| EVRG | A | -0.21% | |
| VTRS | A | -0.21% | |
| ARE | D | -0.21% | |
| LAMR | D | -0.2% | |
| TSN | B | -0.2% | |
| CTRA | B | -0.2% | |
| PNW | B | -0.2% | |
| FRT | B | -0.2% | |
| DTE | C | -0.2% | |
| HMC | F | -0.19% | |
| AM | A | -0.19% | |
| HST | C | -0.19% | |
| MTB | A | -0.19% | |
| TPR | B | -0.19% | |
| OGE | B | -0.19% | |
| REG | B | -0.19% | |
| STAG | F | -0.18% | |
| ADC | B | -0.18% | |
| WHR | B | -0.18% | |
| KIM | A | -0.18% | |
| CUBE | D | -0.18% | |
| DTM | B | -0.17% | |
| DDS | B | -0.17% | |
| IDA | A | -0.17% | |
| LNT | A | -0.17% | |
| PECO | A | -0.17% | |
| NJR | A | -0.17% | |
| RHP | B | -0.17% | |
| OMF | A | -0.17% | |
| CPT | B | -0.17% | |
| SIRI | C | -0.17% | |
| MSM | C | -0.16% | |
| DINO | D | -0.16% | |
| SLG | B | -0.16% | |
| UGI | A | -0.16% | |
| NNN | D | -0.16% | |
| POR | C | -0.16% | |
| NFG | A | -0.16% | |
| SJM | D | -0.16% | |
| RHI | B | -0.16% | |
| EMN | D | -0.15% | |
| APA | D | -0.15% | |
| NXST | C | -0.15% | |
| REXR | F | -0.15% | |
| FITB | A | -0.15% | |
| ADTN | A | -0.15% | |
| FLO | D | -0.15% | |
| CTRE | D | -0.15% | |
| PNM | F | -0.15% | |
| CUZ | B | -0.15% | |
| IRT | A | -0.15% | |
| CFG | B | -0.15% | |
| OGS | A | -0.15% | |
| SWX | B | -0.15% | |
| SON | D | -0.15% | |
| MAC | B | -0.14% | |
| FMC | D | -0.14% | |
| PRGO | B | -0.14% | |
| KRC | C | -0.14% | |
| CIVI | D | -0.14% | |
| MUR | D | -0.14% | |
| SBRA | C | -0.14% | |
| SR | A | -0.14% | |
| EPRT | B | -0.14% | |
| M | D | -0.13% | |
| RYN | D | -0.13% | |
| ALE | A | -0.13% | |
| TNL | A | -0.13% | |
| WEN | D | -0.13% | |
| HAS | D | -0.13% | |
| UDR | B | -0.13% | |
| REYN | D | -0.13% | |
| NWE | B | -0.13% | |
| NSA | D | -0.12% | |
| PBF | D | -0.12% | |
| BRX | A | -0.12% | |
| JWN | C | -0.12% | |
| SMG | D | -0.12% | |
| OGN | D | -0.12% | |
| AES | F | -0.12% | |
| CCOI | B | -0.12% | |
| WBS | A | -0.12% | |
| LYG | F | -0.12% | |
| SKT | B | -0.12% | |
| CHT | D | -0.12% | |
| COLD | D | -0.12% | |
| EPR | D | -0.12% | |
| VAC | B | -0.12% | |
| PII | D | -0.12% | |
| PTEN | C | -0.11% | |
| KNTK | B | -0.11% | |
| CDP | C | -0.11% | |
| NHI | D | -0.11% | |
| KMT | B | -0.11% | |
| CALM | A | -0.11% | |
| HIW | D | -0.11% | |
| PCH | D | -0.11% | |
| PK | B | -0.11% | |
| AROC | B | -0.11% | |
| FHN | A | -0.11% | |
| AVA | A | -0.11% | |
| CRBG | B | -0.11% | |
| UMC | F | -0.11% | |
| NOG | A | -0.11% | |
| HP | B | -0.1% | |
| CADE | B | -0.1% | |
| PINC | B | -0.1% | |
| HUN | F | -0.1% | |
| SNV | B | -0.1% | |
| MAN | D | -0.1% | |
| TGNA | B | -0.1% | |
| TRN | C | -0.1% | |
| LCII | C | -0.1% | |
| OUT | A | -0.1% | |
| OWL | A | -0.1% | |
| FCPT | C | -0.1% | |
| ASB | B | -0.09% | |
| BKE | B | -0.09% | |
| PB | A | -0.09% | |
| KB | B | -0.09% | |
| FIBK | A | -0.09% | |
| UBSI | B | -0.09% | |
| BCS | C | -0.09% | |
| CATY | B | -0.09% | |
| FNF | B | -0.09% | |
| VLY | B | -0.09% | |
| ENR | B | -0.09% | |
| CMA | A | -0.09% | |
| LXP | D | -0.09% | |
| IIPR | D | -0.09% | |
| UE | C | -0.09% | |
| AESI | B | -0.08% | |
| FHI | A | -0.08% | |
| FULT | A | -0.08% | |
| FFBC | A | -0.08% | |
| ORI | A | -0.08% | |
| COLB | A | -0.08% | |
| HWC | B | -0.08% | |
| AFG | A | -0.08% | |
| IVT | B | -0.08% | |
| PFS | B | -0.08% | |
| INDB | B | -0.08% | |
| CWEN | C | -0.08% | |
| BOH | B | -0.08% | |
| GBCI | B | -0.08% | |
| UCB | A | -0.08% | |
| CVBF | A | -0.08% | |
| BNL | D | -0.08% | |
| ONB | B | -0.08% | |
| AKR | B | -0.08% | |
| OZK | B | -0.08% | |
| SHO | C | -0.08% | |
| TPG | A | -0.07% | |
| CFR | B | -0.07% | |
| CRI | D | -0.07% | |
| SKM | D | -0.07% | |
| BKU | A | -0.07% | |
| BANR | B | -0.07% | |
| JXN | C | -0.07% | |
| RDN | C | -0.07% | |
| SFNC | B | -0.07% | |
| CBU | B | -0.07% | |
| PTVE | B | -0.07% | |
| FAF | A | -0.07% | |
| FRME | B | -0.07% | |
| AUB | B | -0.07% | |
| HASI | D | -0.06% | |
| BCH | F | -0.06% | |
| VIRT | B | -0.06% | |
| NBTB | B | -0.06% | |
| SHG | D | -0.05% | |
| DTH | D | -0.05% | |
| IVZ | B | -0.05% | |
| TFSL | A | -0.05% | |
| MC | C | -0.05% | |
| WPC | D | -0.05% | |
| KT | A | -0.04% | |
| FNB | A | -0.03% | |
| DHS | A | -0.02% | |
| BKH | A | -0.02% | |
| AMCR | D | -0.01% | |
| ABEV | F | -0.01% |
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
DEW: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Utilities - Regulated Electric
REIT - Retail
REIT - Diversified
Asset Management
Packaged Foods
REIT - Industrial
Utilities - Diversified
REIT - Residential
Oil & Gas E&P
Telecom Services
REIT - Office
Utilities - Regulated Gas
Drug Manufacturers - Major
Oil & Gas Midstream
Packaging & Containers
REIT - Hotel & Motel
Oil & Gas Refining & Marketing
REIT - Healthcare Facilities
Banks - Global
Keywords:
S&P 500
Real Estate Investment Trust
Bank
Natural Gas
Banking
Electricity
Deposit Products
Commercial Banking
Real Estate Loans
Real Estate Market
Investment Management
Cash Management
Financial Products
Investment Bank
Insurance
Trust Services
Commercial Bank
Crude Oil
Petroleum Industry
Cash Management Services
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