EVUS vs. EGUS ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to iShares ESG Aware MSCI USA Growth ETF (EGUS)
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
$29.81
Average Daily Volume
2,313
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
EGUS
iShares ESG Aware MSCI USA Growth ETF
EGUS Description
iShares Trust - iShares ESG Aware MSCI USA Growth ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the MSCI USA Growth Extended ESG Focus Index, by using full replication technique. The fund does not invest in companies operating across tobacco, controversial weapons, producers and retailers of civilian firearms, and companies included in certain climate change-related activity such as the production of thermal coal, thermal coal-based power generation and extraction of oil sands. iShares Trust - iShares ESG Aware MSCI USA Growth ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$40.88
Average Daily Volume
1,106
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | EGUS |
|---|---|---|
| 30 Days | 1.48% | 0.91% |
| 60 Days | 5.57% | 7.15% |
| 90 Days | 10.09% | -1.00% |
| 12 Months | 30.71% | 37.98% |
15 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in EGUS | Overlap | |
|---|---|---|---|---|---|
| A | B | 0.22% | 0.22% | 0.22% | |
| ACN | B | 0.54% | 0.25% | 0.25% | |
| ANSS | D | 0.34% | 0.59% | 0.34% | |
| BR | B | 0.69% | 0.68% | 0.68% | |
| CHD | B | 0.27% | 0.54% | 0.27% | |
| ECL | A | 0.68% | 0.89% | 0.68% | |
| FDS | C | 0.19% | 0.31% | 0.19% | |
| HUBB | A | 0.14% | 0.2% | 0.14% | |
| IEX | D | 0.17% | 0.18% | 0.17% | |
| KEYS | C | 0.35% | 0.51% | 0.35% | |
| MRK | F | 0.62% | 0.34% | 0.34% | |
| PGR | C | 0.39% | 0.4% | 0.39% | |
| SPGI | C | 0.69% | 0.39% | 0.39% | |
| TSCO | A | 0.24% | 0.34% | 0.24% | |
| ZTS | B | 0.48% | 0.78% | 0.48% |
EVUS Overweight 219 Positions Relative to EGUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | 3.1% | |
| JPM | D | 2.47% | |
| HD | A | 2.06% | |
| UNH | B | 2.05% | |
| KO | B | 1.92% | |
| PG | C | 1.54% | |
| XOM | B | 1.53% | |
| JNJ | C | 1.53% | |
| TXN | C | 1.51% | |
| IBM | C | 1.24% | |
| BRK.A | C | 1.17% | |
| CVX | D | 1.17% | |
| ADP | A | 1.16% | |
| ORCL | C | 1.16% | |
| BAC | D | 1.14% | |
| ABBV | A | 1.07% | |
| PRU | C | 0.99% | |
| CSCO | A | 0.94% | |
| PEG | A | 0.94% | |
| GILD | A | 0.92% | |
| PEP | D | 0.92% | |
| K | B | 0.91% | |
| NEE | A | 0.9% | |
| AMGN | D | 0.88% | |
| ELV | F | 0.88% | |
| VZ | A | 0.85% | |
| MS | B | 0.84% | |
| DHR | B | 0.84% | |
| AXP | A | 0.84% | |
| RTX | A | 0.8% | |
| COP | D | 0.79% | |
| HON | B | 0.78% | |
| CAT | A | 0.77% | |
| LOW | A | 0.76% | |
| DIS | D | 0.74% | |
| GS | D | 0.72% | |
| GIS | B | 0.71% | |
| CRH | C | 0.7% | |
| AMT | C | 0.7% | |
| CMI | B | 0.7% | |
| BK | C | 0.69% | |
| CCI | A | 0.68% | |
| PFE | D | 0.66% | |
| MCD | A | 0.66% | |
| OKE | C | 0.66% | |
| QCOM | D | 0.65% | |
| KMI | A | 0.65% | |
| CI | C | 0.64% | |
| MMM | B | 0.64% | |
| C | B | 0.62% | |
| NI | A | 0.62% | |
| PNR | A | 0.59% | |
| EQIX | B | 0.59% | |
| EXPD | B | 0.56% | |
| PNC | C | 0.56% | |
| NXPI | F | 0.55% | |
| INTC | D | 0.54% | |
| LIN | B | 0.53% | |
| MET | A | 0.52% | |
| HIG | A | 0.48% | |
| COR | F | 0.46% | |
| DE | A | 0.45% | |
| XYL | B | 0.45% | |
| TGT | C | 0.44% | |
| NOC | B | 0.44% | |
| WELL | B | 0.43% | |
| TRV | C | 0.43% | |
| CARR | C | 0.43% | |
| FERG | F | 0.43% | |
| LKQ | F | 0.42% | |
| CLX | B | 0.42% | |
| DLR | C | 0.41% | |
| CMS | A | 0.4% | |
| KR | B | 0.4% | |
| MU | D | 0.4% | |
| CHRW | A | 0.4% | |
| CMCSA | B | 0.39% | |
| KMB | B | 0.38% | |
| BMY | B | 0.37% | |
| T | A | 0.37% | |
| IRM | B | 0.36% | |
| SBUX | B | 0.36% | |
| PPG | D | 0.36% | |
| HCA | A | 0.36% | |
| SYF | C | 0.36% | |
| DFS | C | 0.36% | |
| NEM | C | 0.36% | |
| OVV | F | 0.36% | |
| EXC | A | 0.36% | |
| JCI | B | 0.35% | |
| BG | D | 0.35% | |
| NDAQ | C | 0.35% | |
| EA | D | 0.35% | |
| STE | D | 0.34% | |
| PLD | D | 0.34% | |
| COO | C | 0.34% | |
| PSX | F | 0.33% | |
| CBRE | A | 0.33% | |
| UPS | D | 0.32% | |
| FLUT | B | 0.32% | |
| BBY | B | 0.32% | |
| SCHW | D | 0.32% | |
| HPE | C | 0.31% | |
| FI | A | 0.31% | |
| TAP | D | 0.3% | |
| KHC | B | 0.3% | |
| EIX | A | 0.29% | |
| WY | B | 0.29% | |
| ADI | C | 0.29% | |
| BLK | B | 0.29% | |
| REGN | D | 0.29% | |
| CAH | B | 0.29% | |
| FTV | B | 0.28% | |
| FBIN | B | 0.28% | |
| D | A | 0.28% | |
| SLB | F | 0.28% | |
| DGX | C | 0.28% | |
| ED | A | 0.27% | |
| URI | B | 0.27% | |
| NUE | D | 0.26% | |
| BKR | B | 0.26% | |
| USB | C | 0.26% | |
| ETN | C | 0.26% | |
| ES | A | 0.25% | |
| FIS | C | 0.25% | |
| MMC | D | 0.25% | |
| CNH | C | 0.25% | |
| KDP | C | 0.25% | |
| J | D | 0.24% | |
| HBAN | C | 0.24% | |
| ABT | C | 0.24% | |
| AFL | A | 0.23% | |
| CNC | F | 0.23% | |
| FDX | D | 0.22% | |
| VLO | F | 0.22% | |
| ZBH | F | 0.22% | |
| PYPL | B | 0.22% | |
| DAL | B | 0.22% | |
| LH | D | 0.21% | |
| WFC | D | 0.21% | |
| TFC | D | 0.21% | |
| TFX | B | 0.2% | |
| WTRG | D | 0.2% | |
| ACGL | A | 0.19% | |
| OC | B | 0.19% | |
| DHI | B | 0.19% | |
| MRO | D | 0.18% | |
| AIZ | A | 0.18% | |
| TRMB | B | 0.17% | |
| HII | D | 0.17% | |
| STT | C | 0.17% | |
| TJX | C | 0.17% | |
| GEV | A | 0.17% | |
| MKC | B | 0.16% | |
| ALLE | A | 0.16% | |
| JBHT | D | 0.16% | |
| HPQ | C | 0.16% | |
| PHM | A | 0.15% | |
| FSLR | C | 0.14% | |
| TMO | C | 0.14% | |
| NTRS | C | 0.14% | |
| AKAM | D | 0.14% | |
| IP | B | 0.14% | |
| IFF | C | 0.14% | |
| CPB | D | 0.14% | |
| COF | C | 0.14% | |
| HOLX | D | 0.14% | |
| WTW | A | 0.13% | |
| DOW | B | 0.13% | |
| CB | A | 0.13% | |
| BIIB | F | 0.13% | |
| HRL | F | 0.13% | |
| EQT | C | 0.13% | |
| WMB | A | 0.13% | |
| IR | B | 0.13% | |
| BALL | B | 0.12% | |
| FANG | F | 0.12% | |
| SOLV | D | 0.12% | |
| WDC | C | 0.12% | |
| ADM | D | 0.12% | |
| BXP | C | 0.12% | |
| PFG | C | 0.12% | |
| JNPR | C | 0.12% | |
| ROK | D | 0.12% | |
| GEHC | B | 0.11% | |
| STZ | B | 0.11% | |
| LDOS | A | 0.11% | |
| ICE | A | 0.11% | |
| TWLO | C | 0.11% | |
| AVY | B | 0.11% | |
| ITW | B | 0.11% | |
| MKTX | C | 0.11% | |
| CBOE | B | 0.11% | |
| PSA | C | 0.11% | |
| FOX | A | 0.11% | |
| ULTA | D | 0.11% | |
| AVTR | D | 0.11% | |
| HUM | F | 0.11% | |
| PAYX | A | 0.11% | |
| MDLZ | C | 0.1% | |
| LYB | D | 0.1% | |
| IPG | C | 0.1% | |
| DD | B | 0.1% | |
| AZPN | C | 0.1% | |
| RMD | C | 0.1% | |
| SYY | B | 0.1% | |
| DOV | C | 0.1% | |
| STLD | C | 0.1% | |
| GEN | A | 0.1% | |
| APD | C | 0.1% | |
| CCK | A | 0.1% | |
| CAG | B | 0.1% | |
| NKE | D | 0.1% | |
| KMX | D | 0.09% | |
| TTC | D | 0.09% | |
| CVS | D | 0.09% | |
| NTAP | D | 0.09% | |
| DG | F | 0.07% | |
| DLTR | F | 0.07% |
EVUS Underweight 83 Positions Relative to EGUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -12.31% | |
| NVDA | C | -12.08% | |
| MSFT | C | -11.84% | |
| AMZN | C | -6.64% | |
| GOOG | C | -4.56% | |
| META | A | -4.21% | |
| LLY | D | -2.83% | |
| TSLA | B | -2.77% | |
| GOOGL | C | -1.82% | |
| V | C | -1.8% | |
| MA | A | -1.5% | |
| NOW | C | -1.36% | |
| COST | C | -1.3% | |
| AMAT | D | -1.26% | |
| INTU | F | -1.24% | |
| ADBE | F | -1.22% | |
| CRM | C | -1.19% | |
| TT | A | -1.19% | |
| AMD | D | -1.07% | |
| ADSK | C | -0.91% | |
| GWW | A | -0.88% | |
| NFLX | C | -0.87% | |
| GE | C | -0.81% | |
| LRCX | F | -0.78% | |
| IDXX | D | -0.72% | |
| VRTX | D | -0.7% | |
| MCK | F | -0.62% | |
| EW | F | -0.55% | |
| VLTO | C | -0.55% | |
| UNP | C | -0.53% | |
| HES | D | -0.51% | |
| WSM | C | -0.48% | |
| DECK | C | -0.47% | |
| WAT | B | -0.46% | |
| PANW | D | -0.46% | |
| BKNG | C | -0.46% | |
| TRGP | C | -0.43% | |
| MCO | C | -0.43% | |
| LII | C | -0.42% | |
| ANET | B | -0.41% | |
| SNPS | F | -0.4% | |
| PTC | D | -0.4% | |
| UBER | C | -0.38% | |
| CDNS | D | -0.38% | |
| WDAY | D | -0.35% | |
| MELI | C | -0.35% | |
| ISRG | C | -0.34% | |
| GDDY | D | -0.32% | |
| LNG | D | -0.32% | |
| IT | C | -0.32% | |
| SBAC | B | -0.3% | |
| AXON | A | -0.29% | |
| MRVL | C | -0.29% | |
| IQV | F | -0.28% | |
| VEEV | C | -0.27% | |
| EME | C | -0.26% | |
| DVA | B | -0.2% | |
| STX | B | -0.19% | |
| MOH | D | -0.18% | |
| POOL | B | -0.17% | |
| TEAM | D | -0.17% | |
| ODFL | D | -0.15% | |
| DELL | D | -0.15% | |
| HUBS | D | -0.15% | |
| ALNY | B | -0.14% | |
| WST | D | -0.13% | |
| MRNA | F | -0.13% | |
| MDB | D | -0.13% | |
| FICO | C | -0.12% | |
| WBD | D | -0.11% | |
| LW | D | -0.11% | |
| HLT | B | -0.11% | |
| LULU | D | -0.11% | |
| MTD | B | -0.11% | |
| BURL | D | -0.11% | |
| PWR | B | -0.11% | |
| CMG | C | -0.11% | |
| ENPH | D | -0.1% | |
| ZS | F | -0.1% | |
| DAY | C | -0.1% | |
| DXCM | F | -0.09% | |
| OKTA | F | -0.08% | |
| SNOW | F | -0.08% |
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
EGUS: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Internet Content & Information
Software - Infrastructure
Specialty Retail
Biotechnology
Capital Markets
Semiconductor Equipment & Materials
Semiconductors
Computer Systems
Credit Services
Discount Stores
Diversified Industrials
Drug Manufacturers - Major
Engineering & Construction
Information Technology Services
Medical Instruments & Supplies
Oil & Gas Midstream
Specialty Industrial Machinery
Aerospace & Defense
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