EVUS vs. GDVD ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to R3 Global Dividend Growth ETF (GDVD)
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
$29.88
Average Daily Volume
2,341
235
GDVD
R3 Global Dividend Growth ETF
GDVD Description
The investment seeks current income and long-term growth of income and capital. The fund is an actively managed ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. It invests in equity securities of small, medium and large market capitalization companies and in growth and value stocks.Grade (RS Rating)
Last Trade
$25.86
Average Daily Volume
17,173
36
Performance
| Period | EVUS | GDVD |
|---|---|---|
| 30 Days | 3.00% | 2.28% |
| 60 Days | 10.03% | 4.60% |
| 90 Days | 10.34% | 6.02% |
| 12 Months | 32.61% | 16.98% |
16 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in GDVD | Overlap | |
|---|---|---|---|---|---|
| AVY | D | 0.1% | 1.03% | 0.1% | |
| BLK | A | 0.29% | 2.5% | 0.29% | |
| BR | B | 0.71% | 1.21% | 0.71% | |
| CB | A | 0.13% | 1.7% | 0.13% | |
| CMCSA | B | 0.4% | 0.99% | 0.4% | |
| CVX | B | 1.19% | 1.35% | 1.19% | |
| DFS | A | 0.36% | 1.57% | 0.36% | |
| EXPD | D | 0.56% | 1.03% | 0.56% | |
| JPM | C | 2.42% | 2.4% | 2.4% | |
| KO | C | 1.93% | 1.73% | 1.73% | |
| NEE | C | 0.92% | 1.85% | 0.92% | |
| NKE | D | 0.1% | 2.68% | 0.1% | |
| PFE | D | 0.64% | 1.59% | 0.64% | |
| SBUX | B | 0.37% | 1.84% | 0.37% | |
| TGT | C | 0.43% | 1.39% | 0.43% | |
| VZ | C | 0.86% | 2.04% | 0.86% |
EVUS Overweight 219 Positions Relative to GDVD
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | B | 2.96% | |
| HD | A | 2.1% | |
| UNH | B | 2.08% | |
| XOM | A | 1.56% | |
| PG | D | 1.54% | |
| JNJ | D | 1.52% | |
| TXN | C | 1.49% | |
| IBM | A | 1.23% | |
| ORCL | A | 1.17% | |
| BRK.A | B | 1.17% | |
| ADP | A | 1.17% | |
| BAC | B | 1.13% | |
| ABBV | C | 1.1% | |
| PRU | B | 0.98% | |
| PEG | A | 0.97% | |
| CSCO | A | 0.94% | |
| PEP | F | 0.93% | |
| GILD | A | 0.92% | |
| K | B | 0.9% | |
| ELV | F | 0.86% | |
| AMGN | D | 0.85% | |
| AXP | A | 0.85% | |
| MS | A | 0.85% | |
| DHR | D | 0.84% | |
| RTX | A | 0.83% | |
| COP | D | 0.8% | |
| CAT | A | 0.78% | |
| LOW | C | 0.78% | |
| HON | C | 0.78% | |
| DIS | D | 0.74% | |
| GIS | C | 0.72% | |
| CMI | A | 0.71% | |
| GS | B | 0.71% | |
| AMT | D | 0.69% | |
| CCI | D | 0.69% | |
| CRH | C | 0.69% | |
| BK | A | 0.68% | |
| MCD | A | 0.67% | |
| SPGI | C | 0.67% | |
| ECL | C | 0.67% | |
| KMI | A | 0.66% | |
| NI | A | 0.64% | |
| OKE | A | 0.64% | |
| MMM | C | 0.64% | |
| QCOM | D | 0.64% | |
| CI | D | 0.63% | |
| MRK | F | 0.62% | |
| C | B | 0.62% | |
| PNR | C | 0.59% | |
| EQIX | C | 0.59% | |
| ACN | B | 0.57% | |
| PNC | C | 0.55% | |
| NXPI | F | 0.55% | |
| INTC | D | 0.54% | |
| LIN | C | 0.52% | |
| MET | A | 0.52% | |
| ZTS | C | 0.48% | |
| HIG | A | 0.48% | |
| COR | F | 0.46% | |
| DE | C | 0.45% | |
| XYL | C | 0.45% | |
| NOC | B | 0.44% | |
| FERG | F | 0.43% | |
| CARR | A | 0.43% | |
| CLX | C | 0.43% | |
| WELL | C | 0.43% | |
| TRV | B | 0.42% | |
| MU | D | 0.42% | |
| CHRW | C | 0.41% | |
| DLR | C | 0.41% | |
| LKQ | F | 0.41% | |
| CMS | A | 0.4% | |
| KR | C | 0.4% | |
| PGR | B | 0.39% | |
| T | B | 0.38% | |
| KMB | D | 0.38% | |
| BMY | A | 0.38% | |
| PPG | D | 0.37% | |
| SYF | A | 0.37% | |
| EXC | C | 0.37% | |
| OVV | D | 0.36% | |
| HCA | C | 0.36% | |
| NDAQ | C | 0.35% | |
| BG | F | 0.35% | |
| JCI | C | 0.35% | |
| IRM | B | 0.35% | |
| NEM | C | 0.35% | |
| EA | D | 0.35% | |
| KEYS | B | 0.35% | |
| UPS | D | 0.33% | |
| ANSS | D | 0.33% | |
| BBY | C | 0.33% | |
| HPE | B | 0.33% | |
| FLUT | B | 0.33% | |
| CBRE | C | 0.33% | |
| PLD | D | 0.33% | |
| STE | D | 0.33% | |
| COO | C | 0.33% | |
| PSX | D | 0.33% | |
| TAP | D | 0.32% | |
| SCHW | D | 0.32% | |
| FI | A | 0.32% | |
| KHC | F | 0.31% | |
| CAH | B | 0.3% | |
| D | A | 0.29% | |
| WY | C | 0.29% | |
| DGX | D | 0.29% | |
| EIX | C | 0.29% | |
| REGN | D | 0.29% | |
| FTV | C | 0.28% | |
| FBIN | C | 0.28% | |
| SLB | D | 0.28% | |
| ADI | B | 0.28% | |
| BKR | B | 0.27% | |
| ED | C | 0.27% | |
| CHD | D | 0.27% | |
| URI | C | 0.26% | |
| ETN | B | 0.26% | |
| NUE | D | 0.26% | |
| CNH | C | 0.25% | |
| FIS | A | 0.25% | |
| KDP | C | 0.25% | |
| MMC | D | 0.25% | |
| USB | C | 0.25% | |
| ES | D | 0.25% | |
| TSCO | A | 0.25% | |
| AFL | A | 0.24% | |
| DAL | C | 0.24% | |
| HBAN | B | 0.24% | |
| ABT | C | 0.24% | |
| CNC | F | 0.23% | |
| VLO | F | 0.23% | |
| PYPL | A | 0.22% | |
| ZBH | F | 0.22% | |
| A | B | 0.22% | |
| WTRG | D | 0.21% | |
| LH | D | 0.21% | |
| J | F | 0.21% | |
| TFC | D | 0.21% | |
| WFC | B | 0.21% | |
| FDX | F | 0.21% | |
| TFX | C | 0.2% | |
| ACGL | A | 0.19% | |
| OC | C | 0.19% | |
| DHI | C | 0.19% | |
| GEV | A | 0.18% | |
| MRO | B | 0.18% | |
| AIZ | B | 0.18% | |
| FDS | C | 0.18% | |
| IEX | D | 0.17% | |
| STT | A | 0.17% | |
| TRMB | B | 0.17% | |
| TJX | D | 0.17% | |
| HII | F | 0.17% | |
| JBHT | D | 0.16% | |
| HPQ | B | 0.16% | |
| MKC | C | 0.16% | |
| ALLE | A | 0.16% | |
| PHM | C | 0.15% | |
| NTRS | B | 0.14% | |
| AKAM | D | 0.14% | |
| HUBB | A | 0.14% | |
| CPB | D | 0.14% | |
| IFF | D | 0.14% | |
| IP | C | 0.14% | |
| COF | A | 0.14% | |
| HOLX | D | 0.14% | |
| BIIB | F | 0.13% | |
| HRL | F | 0.13% | |
| ROK | D | 0.13% | |
| DOW | B | 0.13% | |
| TMO | D | 0.13% | |
| WTW | C | 0.13% | |
| EQT | C | 0.13% | |
| IR | A | 0.13% | |
| WMB | A | 0.13% | |
| FSLR | C | 0.13% | |
| BXP | B | 0.12% | |
| ADM | F | 0.12% | |
| PAYX | B | 0.12% | |
| PFG | A | 0.12% | |
| JNPR | C | 0.12% | |
| GEHC | C | 0.11% | |
| CAG | D | 0.11% | |
| STLD | C | 0.11% | |
| MKTX | B | 0.11% | |
| AVTR | D | 0.11% | |
| ICE | A | 0.11% | |
| SOLV | C | 0.11% | |
| LDOS | A | 0.11% | |
| PSA | C | 0.11% | |
| CBOE | B | 0.11% | |
| FOX | B | 0.11% | |
| BALL | C | 0.11% | |
| FANG | D | 0.11% | |
| WDC | C | 0.11% | |
| LYB | B | 0.1% | |
| SYY | D | 0.1% | |
| RMD | C | 0.1% | |
| IPG | D | 0.1% | |
| AZPN | A | 0.1% | |
| DD | C | 0.1% | |
| CVS | D | 0.1% | |
| TWLO | B | 0.1% | |
| ULTA | D | 0.1% | |
| STZ | D | 0.1% | |
| DOV | C | 0.1% | |
| HUM | F | 0.1% | |
| APD | C | 0.1% | |
| ITW | C | 0.1% | |
| GEN | A | 0.1% | |
| CCK | C | 0.1% | |
| TTC | F | 0.09% | |
| KMX | F | 0.09% | |
| NTAP | D | 0.09% | |
| MDLZ | D | 0.09% | |
| DLTR | F | 0.07% | |
| DG | F | 0.06% | |
| AMTM | D | 0.03% |
EVUS Underweight 20 Positions Relative to GDVD
EVUS: Top Represented Industries & Keywords
GDVD: Top Represented Industries & Keywords
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