EVUS vs. ILCG ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to iShares Morningstar Growth ETF (ILCG)
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
$30.27
Average Daily Volume
2,151
234
ILCG
iShares Morningstar Growth ETF
ILCG Description
The investment seeks to track the investment results of the Morningstar US Large-Mid Cap Broad Growth IndexSM composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by large- mid capitalization companies that have exhibited above-average âgrowthâ characteristics as determined by Morningstar, Inc. (Morningstarâ or the index provider) proprietary index methodology. It is non-diversified.Grade (RS Rating)
Last Trade
$89.42
Average Daily Volume
69,371
387
Performance
Period | EVUS | ILCG |
---|---|---|
30 Days | 0.28% | 5.14% |
60 Days | 3.75% | 8.60% |
90 Days | 6.81% | 10.07% |
12 Months | 28.58% | 39.67% |
103 Overlapping Holdings
Symbol | Grade | Weight in EVUS | Weight in ILCG | Overlap | |
---|---|---|---|---|---|
A | F | 0.2% | 0.15% | 0.15% | |
ACGL | C | 0.17% | 0.05% | 0.05% | |
ACN | B | 0.56% | 0.12% | 0.12% | |
ADI | D | 0.28% | 0.07% | 0.07% | |
ADP | A | 1.25% | 0.17% | 0.17% | |
AKAM | F | 0.12% | 0.02% | 0.02% | |
ALLE | D | 0.16% | 0.03% | 0.03% | |
ANSS | B | 0.35% | 0.11% | 0.11% | |
AVGO | C | 3.17% | 1.79% | 1.79% | |
AVTR | F | 0.1% | 0.03% | 0.03% | |
AVY | F | 0.09% | 0.03% | 0.03% | |
AXP | B | 0.89% | 0.21% | 0.21% | |
AZPN | A | 0.11% | 0.03% | 0.03% | |
BALL | D | 0.1% | 0.04% | 0.04% | |
BKR | B | 0.31% | 0.08% | 0.08% | |
BR | A | 0.72% | 0.1% | 0.1% | |
CARR | C | 0.4% | 0.14% | 0.14% | |
CAT | B | 0.76% | 0.18% | 0.18% | |
CBRE | B | 0.35% | 0.1% | 0.1% | |
CCK | D | 0.1% | 0.02% | 0.02% | |
CHD | A | 0.27% | 0.1% | 0.1% | |
CLX | A | 0.42% | 0.05% | 0.05% | |
CMI | A | 0.76% | 0.13% | 0.13% | |
CMS | D | 0.37% | 0.03% | 0.03% | |
COO | D | 0.31% | 0.06% | 0.06% | |
COR | B | 0.5% | 0.09% | 0.09% | |
D | D | 0.28% | 0.08% | 0.08% | |
DAL | A | 0.28% | 0.07% | 0.07% | |
DD | D | 0.1% | 0.06% | 0.06% | |
DFS | B | 0.45% | 0.1% | 0.1% | |
DIS | B | 0.76% | 0.2% | 0.2% | |
DLR | C | 0.45% | 0.16% | 0.16% | |
DLTR | F | 0.06% | 0.02% | 0.02% | |
DOV | A | 0.1% | 0.07% | 0.07% | |
DOW | F | 0.11% | 0.05% | 0.05% | |
EA | A | 0.38% | 0.1% | 0.1% | |
ECL | C | 0.65% | 0.13% | 0.13% | |
EQIX | B | 0.6% | 0.33% | 0.33% | |
EQT | B | 0.15% | 0.06% | 0.06% | |
ETN | B | 0.29% | 0.32% | 0.29% | |
FDS | A | 0.19% | 0.07% | 0.07% | |
FI | A | 0.36% | 0.09% | 0.09% | |
FSLR | F | 0.11% | 0.08% | 0.08% | |
FTV | C | 0.26% | 0.07% | 0.07% | |
GEHC | D | 0.1% | 0.06% | 0.06% | |
GEN | B | 0.11% | 0.03% | 0.03% | |
GEV | B | 0.23% | 0.19% | 0.19% | |
HII | F | 0.13% | 0.02% | 0.02% | |
HRL | F | 0.12% | 0.01% | 0.01% | |
HUBB | C | 0.15% | 0.1% | 0.1% | |
ICE | C | 0.1% | 0.06% | 0.06% | |
IEX | B | 0.17% | 0.07% | 0.07% | |
IR | A | 0.14% | 0.16% | 0.14% | |
IRM | D | 0.35% | 0.07% | 0.07% | |
J | D | 0.23% | 0.05% | 0.05% | |
JBHT | C | 0.17% | 0.04% | 0.04% | |
JCI | A | 0.38% | 0.13% | 0.13% | |
KDP | C | 0.21% | 0.05% | 0.05% | |
KEYS | C | 0.37% | 0.05% | 0.05% | |
KMB | D | 0.35% | 0.06% | 0.06% | |
KMX | B | 0.09% | 0.02% | 0.02% | |
LDOS | C | 0.13% | 0.04% | 0.04% | |
LIN | D | 0.5% | 0.15% | 0.15% | |
MCD | C | 0.64% | 0.17% | 0.17% | |
MKC | D | 0.14% | 0.04% | 0.04% | |
MMC | D | 0.25% | 0.11% | 0.11% | |
MRK | F | 0.54% | 0.36% | 0.36% | |
NDAQ | B | 0.36% | 0.05% | 0.05% | |
NEM | F | 0.29% | 0.11% | 0.11% | |
NKE | F | 0.08% | 0.08% | 0.08% | |
NTAP | D | 0.1% | 0.05% | 0.05% | |
ORCL | A | 1.29% | 0.33% | 0.33% | |
PAYX | B | 0.13% | 0.18% | 0.13% | |
PGR | A | 0.39% | 0.31% | 0.31% | |
PHM | D | 0.13% | 0.05% | 0.05% | |
PLD | D | 0.3% | 0.11% | 0.11% | |
PNR | A | 0.62% | 0.05% | 0.05% | |
PPG | F | 0.34% | 0.04% | 0.04% | |
PSA | D | 0.11% | 0.1% | 0.1% | |
RMD | C | 0.11% | 0.14% | 0.11% | |
ROK | B | 0.13% | 0.12% | 0.12% | |
SBUX | B | 0.36% | 0.15% | 0.15% | |
SLB | C | 0.28% | 0.04% | 0.04% | |
SPGI | C | 0.64% | 0.25% | 0.25% | |
STE | D | 0.3% | 0.08% | 0.08% | |
STZ | D | 0.09% | 0.08% | 0.08% | |
SYY | D | 0.09% | 0.15% | 0.09% | |
TFX | F | 0.15% | 0.01% | 0.01% | |
TJX | A | 0.17% | 0.14% | 0.14% | |
TMO | F | 0.11% | 0.12% | 0.11% | |
TRMB | B | 0.2% | 0.05% | 0.05% | |
TRV | B | 0.45% | 0.1% | 0.1% | |
TSCO | D | 0.24% | 0.08% | 0.08% | |
TWLO | B | 0.14% | 0.06% | 0.06% | |
ULTA | C | 0.1% | 0.03% | 0.03% | |
UNH | B | 2.15% | 0.3% | 0.3% | |
URI | B | 0.29% | 0.11% | 0.11% | |
WELL | B | 0.46% | 0.12% | 0.12% | |
WTRG | C | 0.21% | 0.01% | 0.01% | |
WTW | A | 0.14% | 0.06% | 0.06% | |
XYL | F | 0.41% | 0.11% | 0.11% | |
ZBH | C | 0.22% | 0.04% | 0.04% | |
ZTS | D | 0.42% | 0.14% | 0.14% |
EVUS Overweight 131 Positions Relative to ILCG
Symbol | Grade | Weight | |
---|---|---|---|
JPM | A | 2.7% | |
HD | B | 2.04% | |
KO | F | 1.68% | |
TXN | B | 1.59% | |
XOM | B | 1.54% | |
PG | C | 1.45% | |
JNJ | D | 1.43% | |
BAC | A | 1.27% | |
CVX | A | 1.22% | |
IBM | D | 1.17% | |
BRK.A | B | 1.16% | |
ABBV | F | 1.08% | |
GILD | B | 1.04% | |
MS | A | 1.03% | |
CSCO | A | 1.01% | |
PRU | B | 0.98% | |
PEG | C | 0.9% | |
K | A | 0.89% | |
PEP | D | 0.88% | |
AMGN | F | 0.84% | |
GS | B | 0.84% | |
HON | B | 0.82% | |
NEE | D | 0.81% | |
COP | C | 0.8% | |
RTX | D | 0.8% | |
KMI | B | 0.77% | |
LOW | B | 0.76% | |
CRH | B | 0.75% | |
VZ | D | 0.75% | |
DHR | F | 0.73% | |
OKE | A | 0.72% | |
BK | B | 0.72% | |
ELV | F | 0.69% | |
C | B | 0.68% | |
QCOM | F | 0.65% | |
NI | A | 0.64% | |
MMM | C | 0.62% | |
INTC | C | 0.61% | |
GIS | F | 0.61% | |
CCI | F | 0.6% | |
PNC | B | 0.6% | |
PFE | F | 0.58% | |
AMT | F | 0.58% | |
CI | D | 0.56% | |
NXPI | F | 0.54% | |
MET | C | 0.51% | |
EXPD | C | 0.51% | |
HIG | C | 0.47% | |
SYF | B | 0.47% | |
MU | D | 0.46% | |
NOC | D | 0.43% | |
FERG | B | 0.43% | |
KR | A | 0.42% | |
DE | D | 0.42% | |
TGT | C | 0.41% | |
CMCSA | B | 0.41% | |
LKQ | C | 0.39% | |
CHRW | A | 0.39% | |
OVV | C | 0.38% | |
BMY | B | 0.38% | |
T | A | 0.37% | |
SCHW | B | 0.36% | |
HPE | B | 0.35% | |
FLUT | A | 0.34% | |
EXC | C | 0.34% | |
CAH | B | 0.32% | |
UPS | C | 0.32% | |
TAP | B | 0.32% | |
HCA | D | 0.31% | |
PSX | C | 0.31% | |
BLK | A | 0.31% | |
BG | D | 0.3% | |
DGX | B | 0.29% | |
USB | B | 0.28% | |
HBAN | A | 0.28% | |
KHC | F | 0.28% | |
BBY | C | 0.28% | |
EIX | C | 0.27% | |
NUE | D | 0.27% | |
WFC | A | 0.26% | |
WY | F | 0.26% | |
ED | D | 0.25% | |
FIS | B | 0.25% | |
REGN | F | 0.24% | |
ABT | C | 0.24% | |
FBIN | F | 0.24% | |
TFC | B | 0.23% | |
CNH | D | 0.23% | |
PYPL | A | 0.23% | |
AFL | C | 0.22% | |
LH | B | 0.22% | |
VLO | C | 0.22% | |
ES | D | 0.22% | |
FDX | B | 0.22% | |
OC | A | 0.2% | |
AIZ | A | 0.19% | |
COF | B | 0.18% | |
MRO | B | 0.18% | |
STT | B | 0.18% | |
CNC | F | 0.18% | |
DHI | D | 0.17% | |
WMB | B | 0.16% | |
NTRS | A | 0.16% | |
IP | B | 0.16% | |
HPQ | B | 0.16% | |
HOLX | D | 0.14% | |
CPB | F | 0.13% | |
CB | C | 0.13% | |
WDC | D | 0.12% | |
STLD | C | 0.12% | |
BXP | D | 0.12% | |
PFG | C | 0.12% | |
JNPR | D | 0.12% | |
IFF | F | 0.12% | |
FOX | A | 0.12% | |
APD | B | 0.11% | |
BIIB | F | 0.11% | |
MKTX | C | 0.11% | |
SOLV | C | 0.11% | |
FANG | C | 0.11% | |
CBOE | D | 0.1% | |
HUM | D | 0.1% | |
ADM | F | 0.1% | |
ITW | B | 0.1% | |
MDLZ | F | 0.09% | |
CVS | F | 0.09% | |
TTC | F | 0.09% | |
CAG | F | 0.09% | |
IPG | F | 0.09% | |
LYB | F | 0.08% | |
DG | F | 0.06% |
EVUS Underweight 284 Positions Relative to ILCG
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | A | -13.38% | |
MSFT | C | -12.0% | |
AMZN | A | -7.54% | |
AAPL | C | -6.21% | |
TSLA | B | -3.41% | |
META | B | -2.8% | |
LLY | F | -2.69% | |
GOOGL | C | -2.05% | |
V | A | -1.97% | |
GOOG | C | -1.84% | |
MA | B | -1.64% | |
NFLX | A | -1.3% | |
CRM | B | -1.14% | |
AMD | F | -0.91% | |
ADBE | C | -0.84% | |
NOW | A | -0.79% | |
COST | B | -0.74% | |
INTU | A | -0.73% | |
ISRG | A | -0.72% | |
UBER | F | -0.55% | |
PANW | B | -0.48% | |
PLTR | B | -0.44% | |
GE | D | -0.41% | |
ANET | C | -0.39% | |
MELI | D | -0.35% | |
SNPS | C | -0.33% | |
CMG | B | -0.31% | |
MRVL | B | -0.31% | |
CDNS | B | -0.31% | |
CTAS | B | -0.3% | |
CRWD | B | -0.29% | |
TDG | D | -0.29% | |
ADSK | B | -0.25% | |
AMAT | F | -0.24% | |
FTNT | B | -0.23% | |
BX | A | -0.23% | |
APP | B | -0.23% | |
HLT | A | -0.23% | |
VRTX | B | -0.23% | |
BSX | A | -0.23% | |
BKNG | A | -0.22% | |
ABNB | C | -0.22% | |
FICO | B | -0.22% | |
SYK | A | -0.21% | |
GWW | B | -0.21% | |
WDAY | B | -0.21% | |
TTD | B | -0.21% | |
DASH | A | -0.2% | |
AZO | B | -0.2% | |
COIN | B | -0.2% | |
TT | B | -0.19% | |
CPRT | A | -0.19% | |
APH | B | -0.19% | |
HWM | B | -0.18% | |
ROST | D | -0.18% | |
MSCI | B | -0.18% | |
FAST | B | -0.18% | |
PWR | B | -0.18% | |
AME | A | -0.17% | |
VRT | B | -0.17% | |
VRSK | A | -0.16% | |
SQ | B | -0.16% | |
IT | B | -0.16% | |
ODFL | B | -0.16% | |
AXON | B | -0.16% | |
MCO | C | -0.16% | |
MNST | B | -0.15% | |
MLM | B | -0.15% | |
YUM | B | -0.15% | |
VMC | B | -0.15% | |
LRCX | F | -0.15% | |
SNOW | C | -0.15% | |
HES | B | -0.15% | |
EW | F | -0.15% | |
PH | A | -0.15% | |
MPWR | F | -0.14% | |
IDXX | F | -0.14% | |
KLAC | F | -0.14% | |
DDOG | B | -0.14% | |
RCL | A | -0.14% | |
AMP | A | -0.14% | |
TEAM | B | -0.14% | |
EFX | F | -0.13% | |
HUBS | B | -0.13% | |
LULU | B | -0.13% | |
VEEV | B | -0.13% | |
ALNY | D | -0.13% | |
WAB | B | -0.13% | |
SHW | A | -0.12% | |
CSGP | F | -0.12% | |
ARES | B | -0.12% | |
DXCM | C | -0.11% | |
MSI | B | -0.11% | |
MTD | F | -0.11% | |
KKR | B | -0.11% | |
MSTR | B | -0.11% | |
VST | B | -0.11% | |
TTWO | A | -0.11% | |
TEL | B | -0.1% | |
IQV | F | -0.1% | |
TYL | B | -0.1% | |
TPL | B | -0.1% | |
CDW | F | -0.1% | |
FCNCA | B | -0.1% | |
DECK | B | -0.1% | |
RBLX | B | -0.1% | |
NET | B | -0.1% | |
ROP | A | -0.1% | |
BRO | B | -0.1% | |
CL | F | -0.09% | |
PTC | B | -0.09% | |
LPLA | A | -0.09% | |
WST | B | -0.09% | |
GDDY | B | -0.09% | |
WM | A | -0.09% | |
ILMN | C | -0.09% | |
MCK | B | -0.09% | |
SBAC | D | -0.09% | |
EME | B | -0.09% | |
OTIS | D | -0.09% | |
TMUS | A | -0.09% | |
LII | B | -0.08% | |
LVS | C | -0.08% | |
MDB | C | -0.08% | |
TRU | D | -0.08% | |
CSL | B | -0.08% | |
GRMN | A | -0.08% | |
AJG | A | -0.08% | |
ALL | B | -0.08% | |
AON | B | -0.08% | |
NTNX | B | -0.07% | |
FWONK | A | -0.07% | |
ORLY | A | -0.07% | |
MANH | C | -0.07% | |
TRGP | B | -0.07% | |
BAH | C | -0.07% | |
ZS | B | -0.07% | |
IBKR | A | -0.07% | |
RJF | A | -0.07% | |
LYV | A | -0.07% | |
CTVA | C | -0.07% | |
WSO | B | -0.07% | |
APO | B | -0.07% | |
PCG | A | -0.07% | |
PODD | B | -0.07% | |
CPNG | B | -0.07% | |
CPAY | A | -0.07% | |
INVH | D | -0.07% | |
WAT | B | -0.06% | |
DT | C | -0.06% | |
VLTO | D | -0.06% | |
ROL | C | -0.06% | |
GGG | B | -0.06% | |
EL | F | -0.06% | |
TW | B | -0.06% | |
DELL | C | -0.06% | |
ZBRA | B | -0.06% | |
SUI | F | -0.06% | |
HEI | A | -0.06% | |
HOOD | B | -0.06% | |
VRSN | C | -0.06% | |
DPZ | C | -0.06% | |
DOCU | B | -0.06% | |
PSTG | D | -0.06% | |
AVB | B | -0.06% | |
NTRA | B | -0.06% | |
FIX | B | -0.06% | |
MCHP | F | -0.06% | |
BURL | C | -0.06% | |
O | D | -0.06% | |
XPO | B | -0.05% | |
AMH | C | -0.05% | |
TECH | D | -0.05% | |
KIM | A | -0.05% | |
SMCI | F | -0.05% | |
LECO | C | -0.05% | |
OKTA | C | -0.05% | |
TTEK | F | -0.05% | |
TDY | B | -0.05% | |
EXR | D | -0.05% | |
BMRN | F | -0.05% | |
NBIX | C | -0.05% | |
DAY | B | -0.05% | |
NVT | C | -0.05% | |
RSG | B | -0.05% | |
SNAP | C | -0.05% | |
JKHY | C | -0.05% | |
AWK | D | -0.05% | |
CLH | B | -0.05% | |
PFGC | B | -0.05% | |
NDSN | B | -0.05% | |
MKL | A | -0.05% | |
HAL | C | -0.05% | |
LNG | B | -0.05% | |
HSY | F | -0.05% | |
SAIA | B | -0.05% | |
ACM | B | -0.04% | |
MORN | B | -0.04% | |
ESS | C | -0.04% | |
EXAS | F | -0.04% | |
WMS | F | -0.04% | |
ENTG | F | -0.04% | |
PINS | F | -0.04% | |
WING | D | -0.04% | |
DRI | B | -0.04% | |
EQR | C | -0.04% | |
CHDN | B | -0.04% | |
WSM | F | -0.04% | |
BLDR | C | -0.04% | |
DKNG | B | -0.04% | |
FND | F | -0.04% | |
CASY | B | -0.04% | |
ALGN | D | -0.04% | |
ERIE | F | -0.04% | |
MAR | A | -0.04% | |
MOH | F | -0.04% | |
WRB | B | -0.04% | |
ON | F | -0.04% | |
HEI | A | -0.04% | |
SRPT | F | -0.04% | |
GPN | B | -0.04% | |
RPM | A | -0.04% | |
EBAY | C | -0.04% | |
PAYC | B | -0.04% | |
EXPE | B | -0.04% | |
LW | B | -0.04% | |
RRX | B | -0.03% | |
APTV | F | -0.03% | |
EPAM | B | -0.03% | |
MRNA | F | -0.03% | |
POOL | D | -0.03% | |
BLD | F | -0.03% | |
SCI | B | -0.03% | |
MAA | C | -0.03% | |
NRG | C | -0.03% | |
CRL | C | -0.03% | |
GPC | D | -0.03% | |
CTRA | B | -0.03% | |
INCY | B | -0.03% | |
MAS | D | -0.03% | |
USFD | B | -0.03% | |
CNM | D | -0.03% | |
ELS | B | -0.03% | |
TXT | D | -0.03% | |
WYNN | C | -0.03% | |
UDR | C | -0.03% | |
TSN | B | -0.03% | |
LUV | B | -0.03% | |
JBL | C | -0.03% | |
TER | F | -0.03% | |
CINF | A | -0.03% | |
VTR | C | -0.03% | |
MEDP | D | -0.03% | |
ENPH | F | -0.03% | |
MGM | D | -0.02% | |
CELH | F | -0.02% | |
REG | A | -0.02% | |
BJ | B | -0.02% | |
CE | F | -0.02% | |
ARE | F | -0.02% | |
DKS | D | -0.02% | |
FLEX | B | -0.02% | |
BRKR | F | -0.02% | |
UHS | D | -0.02% | |
CPT | C | -0.02% | |
FFIV | B | -0.02% | |
TOL | B | -0.02% | |
PCOR | B | -0.02% | |
U | F | -0.02% | |
ALB | C | -0.02% | |
SWK | F | -0.02% | |
AOS | F | -0.02% | |
SNA | A | -0.02% | |
BSY | F | -0.02% | |
RVTY | C | -0.02% | |
FWONA | B | -0.01% | |
WLK | F | -0.01% | |
COTY | D | -0.01% | |
ALAB | C | -0.01% | |
UHAL | D | -0.01% | |
DVA | C | -0.01% | |
QRVO | F | -0.01% | |
AFG | A | -0.01% | |
UHAL | D | -0.0% |
EVUS: Top Represented Industries & Keywords
ILCG: Top Represented Industries & Keywords