EVUS vs. ESMV ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to iShares ESG MSCI USA Min Vol Factor ETF (ESMV)
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
$30.51
Average Daily Volume
1,875
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
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 StatesGrade (RS Rating)
Last Trade
$29.50
Average Daily Volume
2,144
Number of Holdings
*
150
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | ESMV |
|---|---|---|
| 30 Days | 1.48% | 1.39% |
| 60 Days | 3.12% | 2.89% |
| 90 Days | 5.28% | 4.56% |
| 12 Months | 28.52% | 24.02% |
92 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in ESMV | Overlap | |
|---|---|---|---|---|---|
| ACN | B | 0.56% | 1.33% | 0.56% | |
| ADP | A | 1.24% | 1.43% | 1.24% | |
| AIZ | A | 0.2% | 0.19% | 0.19% | |
| AKAM | D | 0.12% | 0.3% | 0.12% | |
| AMGN | F | 0.74% | 1.2% | 0.74% | |
| AZPN | A | 0.11% | 0.17% | 0.11% | |
| BMY | B | 0.42% | 0.28% | 0.28% | |
| BR | A | 0.73% | 0.31% | 0.31% | |
| CAH | B | 0.31% | 0.08% | 0.08% | |
| CBRE | B | 0.35% | 0.51% | 0.35% | |
| CHD | A | 0.29% | 0.41% | 0.29% | |
| CHRW | B | 0.4% | 0.49% | 0.4% | |
| CI | D | 0.58% | 0.44% | 0.44% | |
| CLX | A | 0.43% | 0.34% | 0.34% | |
| CMCSA | B | 0.4% | 0.09% | 0.09% | |
| CMS | C | 0.38% | 0.58% | 0.38% | |
| CNH | C | 0.24% | 0.31% | 0.24% | |
| COR | B | 0.49% | 0.77% | 0.49% | |
| CPB | D | 0.12% | 0.33% | 0.12% | |
| CRH | A | 0.76% | 0.75% | 0.75% | |
| CSCO | B | 1.01% | 1.48% | 1.01% | |
| CVX | A | 1.26% | 0.34% | 0.34% | |
| DGX | A | 0.3% | 0.7% | 0.3% | |
| EA | A | 0.41% | 1.31% | 0.41% | |
| ECL | D | 0.64% | 0.32% | 0.32% | |
| ED | C | 0.25% | 1.26% | 0.25% | |
| ELV | F | 0.65% | 0.51% | 0.51% | |
| EQIX | A | 0.61% | 0.74% | 0.61% | |
| ES | C | 0.23% | 0.4% | 0.23% | |
| EXC | C | 0.35% | 0.05% | 0.05% | |
| FERG | B | 0.43% | 1.3% | 0.43% | |
| FI | A | 0.38% | 0.34% | 0.34% | |
| FSLR | F | 0.1% | 0.19% | 0.1% | |
| GEN | B | 0.11% | 0.38% | 0.11% | |
| GILD | C | 0.96% | 1.29% | 0.96% | |
| GIS | D | 0.6% | 1.22% | 0.6% | |
| HD | B | 2.07% | 1.39% | 1.39% | |
| HII | F | 0.12% | 0.06% | 0.06% | |
| HOLX | D | 0.14% | 0.51% | 0.14% | |
| HON | C | 0.86% | 0.69% | 0.69% | |
| HPE | B | 0.35% | 0.75% | 0.35% | |
| HRL | D | 0.12% | 0.35% | 0.12% | |
| HUM | C | 0.1% | 0.31% | 0.1% | |
| IBM | C | 1.17% | 1.66% | 1.17% | |
| ICE | C | 0.1% | 0.39% | 0.1% | |
| INTC | C | 0.57% | 0.34% | 0.34% | |
| JCI | B | 0.38% | 0.24% | 0.24% | |
| JNJ | C | 1.43% | 0.97% | 0.97% | |
| JNPR | D | 0.11% | 0.45% | 0.11% | |
| K | A | 0.89% | 0.86% | 0.86% | |
| KDP | F | 0.21% | 0.16% | 0.16% | |
| KEYS | A | 0.35% | 0.83% | 0.35% | |
| KHC | F | 0.26% | 0.34% | 0.26% | |
| KMB | C | 0.36% | 0.55% | 0.36% | |
| KO | D | 1.67% | 0.79% | 0.79% | |
| KR | B | 0.41% | 1.09% | 0.41% | |
| LDOS | C | 0.11% | 0.11% | 0.11% | |
| LIN | C | 0.49% | 0.1% | 0.1% | |
| LKQ | F | 0.39% | 0.3% | 0.3% | |
| LOW | C | 0.74% | 0.89% | 0.74% | |
| MCD | D | 0.63% | 1.02% | 0.63% | |
| MKC | C | 0.14% | 0.12% | 0.12% | |
| MMC | B | 0.24% | 1.4% | 0.24% | |
| MRK | D | 0.52% | 1.01% | 0.52% | |
| NEE | C | 0.82% | 0.5% | 0.5% | |
| NEM | D | 0.28% | 0.99% | 0.28% | |
| NOC | D | 0.4% | 1.43% | 0.4% | |
| NTAP | C | 0.1% | 0.15% | 0.1% | |
| NXPI | D | 0.52% | 0.32% | 0.32% | |
| OKE | A | 0.77% | 1.24% | 0.77% | |
| ORCL | A | 1.31% | 1.19% | 1.19% | |
| PEG | A | 0.96% | 1.64% | 0.96% | |
| PEP | F | 0.84% | 1.01% | 0.84% | |
| PG | C | 1.5% | 1.06% | 1.06% | |
| PGR | A | 0.39% | 1.33% | 0.39% | |
| PSX | C | 0.33% | 0.32% | 0.32% | |
| REGN | F | 0.22% | 0.65% | 0.22% | |
| RTX | D | 0.79% | 0.43% | 0.43% | |
| SOLV | D | 0.11% | 0.11% | 0.11% | |
| SPGI | C | 0.65% | 1.07% | 0.65% | |
| T | A | 0.38% | 0.4% | 0.38% | |
| TJX | A | 0.18% | 0.06% | 0.06% | |
| TRV | B | 0.46% | 1.64% | 0.46% | |
| TSCO | D | 0.23% | 0.27% | 0.23% | |
| TXN | C | 1.47% | 1.39% | 1.39% | |
| ULTA | F | 0.09% | 0.17% | 0.09% | |
| UNH | B | 2.04% | 1.36% | 1.36% | |
| UPS | C | 0.32% | 0.15% | 0.15% | |
| VZ | C | 0.79% | 1.37% | 0.79% | |
| WTW | B | 0.14% | 0.17% | 0.14% | |
| XYL | D | 0.41% | 0.25% | 0.25% | |
| ZTS | D | 0.43% | 0.63% | 0.43% |
EVUS Overweight 142 Positions Relative to ESMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 2.9% | |
| JPM | A | 2.81% | |
| XOM | B | 1.54% | |
| BAC | A | 1.33% | |
| BRK.A | B | 1.19% | |
| MS | A | 1.07% | |
| PRU | A | 1.02% | |
| ABBV | F | 0.92% | |
| AXP | A | 0.9% | |
| DIS | B | 0.88% | |
| GS | A | 0.84% | |
| COP | C | 0.82% | |
| KMI | A | 0.81% | |
| CMI | A | 0.78% | |
| CAT | B | 0.75% | |
| BK | A | 0.74% | |
| DHR | F | 0.7% | |
| C | A | 0.69% | |
| NI | A | 0.67% | |
| PNR | A | 0.63% | |
| QCOM | F | 0.63% | |
| PNC | B | 0.62% | |
| MMM | D | 0.6% | |
| CCI | C | 0.6% | |
| AMT | C | 0.59% | |
| PFE | F | 0.55% | |
| MET | A | 0.52% | |
| EXPD | C | 0.51% | |
| HIG | B | 0.47% | |
| DLR | B | 0.47% | |
| SYF | B | 0.47% | |
| WELL | A | 0.46% | |
| DFS | B | 0.45% | |
| TGT | F | 0.43% | |
| DE | B | 0.43% | |
| MU | D | 0.41% | |
| SCHW | B | 0.4% | |
| CARR | C | 0.4% | |
| OVV | B | 0.39% | |
| NDAQ | A | 0.38% | |
| SBUX | A | 0.37% | |
| FLUT | A | 0.36% | |
| ANSS | B | 0.35% | |
| PPG | F | 0.34% | |
| IRM | C | 0.34% | |
| TAP | C | 0.33% | |
| BG | D | 0.32% | |
| BKR | A | 0.31% | |
| BLK | B | 0.31% | |
| STE | D | 0.3% | |
| HCA | F | 0.3% | |
| COO | D | 0.3% | |
| DAL | B | 0.3% | |
| PLD | F | 0.3% | |
| HBAN | A | 0.29% | |
| ETN | A | 0.29% | |
| D | C | 0.28% | |
| BBY | D | 0.28% | |
| WFC | A | 0.28% | |
| EIX | B | 0.28% | |
| SLB | C | 0.28% | |
| USB | A | 0.28% | |
| FTV | C | 0.27% | |
| ADI | D | 0.27% | |
| URI | C | 0.27% | |
| WY | F | 0.26% | |
| NUE | C | 0.25% | |
| FIS | C | 0.25% | |
| TFC | A | 0.24% | |
| PYPL | B | 0.24% | |
| ABT | B | 0.24% | |
| ZBH | C | 0.23% | |
| AFL | B | 0.23% | |
| GEV | B | 0.23% | |
| FBIN | D | 0.23% | |
| FDX | B | 0.23% | |
| VLO | C | 0.23% | |
| LH | B | 0.22% | |
| WTRG | B | 0.21% | |
| J | D | 0.21% | |
| OC | A | 0.21% | |
| TRMB | B | 0.2% | |
| A | D | 0.19% | |
| FDS | B | 0.19% | |
| COF | C | 0.18% | |
| CNC | D | 0.18% | |
| STT | B | 0.18% | |
| MRO | B | 0.18% | |
| HPQ | B | 0.17% | |
| IEX | C | 0.17% | |
| EQT | B | 0.16% | |
| ACGL | C | 0.16% | |
| DHI | F | 0.16% | |
| NTRS | A | 0.16% | |
| JBHT | C | 0.16% | |
| WMB | A | 0.16% | |
| IP | A | 0.16% | |
| IR | B | 0.15% | |
| TWLO | A | 0.15% | |
| TFX | F | 0.15% | |
| ALLE | C | 0.15% | |
| HUBB | B | 0.14% | |
| PHM | D | 0.13% | |
| ROK | C | 0.13% | |
| FOX | A | 0.13% | |
| CB | C | 0.13% | |
| BXP | C | 0.12% | |
| IFF | D | 0.12% | |
| PFG | D | 0.12% | |
| PAYX | B | 0.12% | |
| ADM | D | 0.11% | |
| TMO | F | 0.11% | |
| PSA | C | 0.11% | |
| CBOE | C | 0.11% | |
| WDC | D | 0.11% | |
| MKTX | D | 0.11% | |
| APD | A | 0.11% | |
| STLD | B | 0.11% | |
| FANG | C | 0.11% | |
| CCK | D | 0.1% | |
| DD | C | 0.1% | |
| BALL | F | 0.1% | |
| BIIB | F | 0.1% | |
| DOW | F | 0.1% | |
| RMD | C | 0.1% | |
| ITW | B | 0.1% | |
| DOV | A | 0.1% | |
| CAG | F | 0.09% | |
| MDLZ | F | 0.09% | |
| TTC | C | 0.09% | |
| AVTR | F | 0.09% | |
| CVS | D | 0.09% | |
| KMX | B | 0.09% | |
| AVY | F | 0.09% | |
| SYY | D | 0.09% | |
| STZ | D | 0.09% | |
| GEHC | D | 0.09% | |
| LYB | F | 0.08% | |
| NKE | F | 0.08% | |
| IPG | D | 0.08% | |
| DG | F | 0.06% | |
| DLTR | F | 0.06% |
EVUS Underweight 58 Positions Relative to ESMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSI | B | -1.81% | |
| NVDA | B | -1.69% | |
| GWW | B | -1.68% | |
| TMUS | B | -1.65% | |
| WM | B | -1.44% | |
| VRTX | D | -1.39% | |
| MCK | A | -1.38% | |
| MSFT | D | -1.34% | |
| ROP | B | -1.31% | |
| HES | B | -1.3% | |
| LLY | F | -1.25% | |
| TT | A | -1.23% | |
| CL | D | -1.21% | |
| V | A | -1.13% | |
| CDNS | B | -1.11% | |
| VLTO | C | -1.01% | |
| MA | B | -0.97% | |
| ADBE | C | -0.93% | |
| TRGP | A | -0.82% | |
| PTC | B | -0.78% | |
| WDAY | B | -0.77% | |
| HUBS | A | -0.77% | |
| CRM | B | -0.74% | |
| IT | C | -0.72% | |
| FICO | B | -0.54% | |
| SRE | A | -0.53% | |
| AAPL | C | -0.52% | |
| MELI | C | -0.44% | |
| CME | B | -0.43% | |
| UBER | F | -0.42% | |
| AZO | C | -0.41% | |
| DECK | A | -0.41% | |
| ODFL | C | -0.4% | |
| YUM | D | -0.39% | |
| STX | C | -0.36% | |
| AMCR | C | -0.34% | |
| SNPS | B | -0.33% | |
| VRSN | C | -0.32% | |
| CTSH | B | -0.3% | |
| ALNY | D | -0.28% | |
| INCY | C | -0.26% | |
| AJG | A | -0.25% | |
| FCNCA | A | -0.24% | |
| ADSK | A | -0.23% | |
| AWK | C | -0.22% | |
| OTIS | C | -0.21% | |
| GDDY | A | -0.19% | |
| RSG | A | -0.18% | |
| INTU | B | -0.18% | |
| NOW | A | -0.17% | |
| TEAM | A | -0.14% | |
| DPZ | C | -0.13% | |
| JKHY | D | -0.13% | |
| FFIV | B | -0.12% | |
| MPC | D | -0.1% | |
| FAST | B | -0.08% | |
| KNX | C | -0.07% | |
| AON | A | -0.06% |
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
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
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