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      EVUS vs. IVE ETF Comparison

      Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to iShares S&P 500 Value ETF (IVE)
      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
      IVE

      iShares S&P 500 Value ETF

      IVE Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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. It seeks to track the investment results of the S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $203.74

      Average Daily Volume

      513,295

      Number of Holdings *

      436

      * may have additional holdings in another (foreign) market
      Performance
      Period EVUS IVE
      30 Days 2.65% 2.72%
      60 Days 3.47% 3.94%
      90 Days 6.09% 6.02%
      12 Months 29.50% 26.65%
      213 Overlapping Holdings
      Symbol Grade Weight in EVUS Weight in IVE Overlap
      A D 0.19% 0.17% 0.17%
      ABBV D 0.92% 0.86% 0.86%
      ABT B 0.24% 0.95% 0.24%
      ACN C 0.56% 0.48% 0.48%
      ADI D 0.27% 0.2% 0.2%
      ADM D 0.11% 0.12% 0.11%
      ADP B 1.24% 0.35% 0.35%
      AFL B 0.23% 0.26% 0.23%
      AIZ A 0.2% 0.05% 0.05%
      AKAM D 0.12% 0.03% 0.03%
      ALLE D 0.15% 0.04% 0.04%
      AMGN D 0.74% 0.72% 0.72%
      AMT D 0.59% 0.25% 0.25%
      ANSS B 0.35% 0.06% 0.06%
      APD A 0.11% 0.33% 0.11%
      AVY D 0.09% 0.07% 0.07%
      AXP A 0.9% 0.23% 0.23%
      BAC A 1.33% 1.48% 1.33%
      BALL D 0.1% 0.09% 0.09%
      BBY D 0.28% 0.09% 0.09%
      BG F 0.32% 0.06% 0.06%
      BIIB F 0.1% 0.11% 0.1%
      BK A 0.74% 0.27% 0.27%
      BKR B 0.31% 0.2% 0.2%
      BLK C 0.31% 0.68% 0.31%
      BMY B 0.42% 0.54% 0.42%
      BR A 0.73% 0.05% 0.05%
      BRK.A B 1.19% 4.04% 1.19%
      BXP D 0.12% 0.05% 0.05%
      C A 0.69% 0.62% 0.62%
      CAG D 0.09% 0.06% 0.06%
      CAH B 0.31% 0.14% 0.14%
      CARR D 0.4% 0.15% 0.15%
      CAT B 0.75% 0.37% 0.37%
      CB C 0.13% 0.51% 0.13%
      CBOE B 0.11% 0.04% 0.04%
      CBRE B 0.35% 0.18% 0.18%
      CCI D 0.6% 0.21% 0.21%
      CHD B 0.29% 0.07% 0.07%
      CHRW C 0.4% 0.06% 0.06%
      CI F 0.58% 0.42% 0.42%
      CLX B 0.43% 0.1% 0.1%
      CMCSA B 0.4% 0.78% 0.4%
      CMI A 0.78% 0.23% 0.23%
      CMS C 0.38% 0.1% 0.1%
      CNC D 0.18% 0.14% 0.14%
      COF B 0.18% 0.33% 0.18%
      COO D 0.3% 0.05% 0.05%
      COP C 0.82% 0.19% 0.19%
      COR B 0.49% 0.2% 0.2%
      CPB D 0.12% 0.04% 0.04%
      CSCO B 1.01% 1.09% 1.01%
      CVS D 0.09% 0.31% 0.09%
      CVX A 1.26% 1.29% 1.26%
      D C 0.28% 0.23% 0.23%
      DAL C 0.3% 0.09% 0.09%
      DD D 0.1% 0.16% 0.1%
      DE A 0.43% 0.21% 0.21%
      DFS B 0.45% 0.1% 0.1%
      DG F 0.06% 0.08% 0.06%
      DGX A 0.3% 0.08% 0.08%
      DHR F 0.7% 0.7% 0.7%
      DIS B 0.88% 0.98% 0.88%
      DLR B 0.47% 0.15% 0.15%
      DLTR F 0.06% 0.06% 0.06%
      DOV A 0.1% 0.13% 0.1%
      DOW F 0.1% 0.15% 0.1%
      EA A 0.41% 0.1% 0.1%
      ECL D 0.64% 0.14% 0.14%
      ED D 0.25% 0.16% 0.16%
      EIX B 0.28% 0.15% 0.15%
      ELV F 0.65% 0.44% 0.44%
      EQIX A 0.61% 0.21% 0.21%
      EQT B 0.16% 0.12% 0.12%
      ES D 0.23% 0.1% 0.1%
      ETN A 0.29% 0.26% 0.26%
      EXC C 0.35% 0.18% 0.18%
      EXPD D 0.51% 0.05% 0.05%
      FDS B 0.19% 0.05% 0.05%
      FDX B 0.23% 0.31% 0.23%
      FI A 0.38% 0.27% 0.27%
      FIS C 0.25% 0.23% 0.23%
      FOX A 0.13% 0.03% 0.03%
      FSLR F 0.1% 0.1% 0.1%
      GEHC F 0.09% 0.18% 0.09%
      GEN B 0.11% 0.08% 0.08%
      GEV B 0.23% 0.24% 0.23%
      GILD C 0.96% 0.52% 0.52%
      GIS D 0.6% 0.16% 0.16%
      GS A 0.84% 0.88% 0.84%
      HBAN A 0.29% 0.12% 0.12%
      HCA F 0.3% 0.16% 0.16%
      HD A 2.07% 1.2% 1.2%
      HIG B 0.47% 0.16% 0.16%
      HII D 0.12% 0.04% 0.04%
      HOLX D 0.14% 0.09% 0.09%
      HON B 0.86% 0.7% 0.7%
      HPE B 0.35% 0.13% 0.13%
      HPQ B 0.17% 0.17% 0.17%
      HRL D 0.12% 0.04% 0.04%
      HUBB B 0.14% 0.06% 0.06%
      HUM C 0.1% 0.16% 0.1%
      IBM C 1.17% 0.89% 0.89%
      ICE C 0.1% 0.42% 0.1%
      IEX B 0.17% 0.08% 0.08%
      IFF D 0.12% 0.1% 0.1%
      INTC D 0.57% 0.49% 0.49%
      IP B 0.16% 0.09% 0.09%
      IPG D 0.08% 0.05% 0.05%
      IR B 0.15% 0.04% 0.04%
      IRM D 0.34% 0.08% 0.08%
      ITW B 0.1% 0.19% 0.1%
      J F 0.21% 0.08% 0.08%
      JBHT C 0.16% 0.07% 0.07%
      JCI C 0.38% 0.26% 0.26%
      JNJ D 1.43% 1.74% 1.43%
      JNPR F 0.11% 0.06% 0.06%
      JPM A 2.81% 3.28% 2.81%
      K A 0.89% 0.1% 0.1%
      KDP D 0.21% 0.17% 0.17%
      KEYS A 0.35% 0.12% 0.12%
      KHC F 0.26% 0.13% 0.13%
      KMB D 0.36% 0.21% 0.21%
      KMI A 0.81% 0.25% 0.25%
      KMX B 0.09% 0.06% 0.06%
      KO D 1.67% 0.69% 0.69%
      KR B 0.41% 0.18% 0.18%
      LDOS C 0.11% 0.1% 0.1%
      LH C 0.22% 0.09% 0.09%
      LIN D 0.49% 0.49% 0.49%
      LKQ D 0.39% 0.05% 0.05%
      LOW D 0.74% 0.72% 0.72%
      LYB F 0.08% 0.1% 0.08%
      MCD D 0.63% 0.55% 0.55%
      MDLZ F 0.09% 0.23% 0.09%
      MET A 0.52% 0.23% 0.23%
      MKC D 0.14% 0.09% 0.09%
      MKTX D 0.11% 0.05% 0.05%
      MMC B 0.24% 0.25% 0.24%
      MMM D 0.6% 0.33% 0.33%
      MRK F 0.52% 0.69% 0.52%
      MRO B 0.18% 0.04% 0.04%
      MS A 1.07% 0.78% 0.78%
      MU D 0.41% 0.5% 0.41%
      NDAQ A 0.38% 0.15% 0.15%
      NEE D 0.82% 0.74% 0.74%
      NEM D 0.28% 0.22% 0.22%
      NI A 0.67% 0.08% 0.08%
      NKE D 0.08% 0.25% 0.08%
      NOC D 0.4% 0.32% 0.32%
      NTAP C 0.1% 0.07% 0.07%
      NTRS A 0.16% 0.1% 0.1%
      NUE C 0.25% 0.06% 0.06%
      NXPI D 0.52% 0.07% 0.07%
      OKE A 0.77% 0.11% 0.11%
      PAYX C 0.12% 0.13% 0.12%
      PEG A 0.96% 0.21% 0.21%
      PEP F 0.84% 0.65% 0.65%
      PFE D 0.55% 0.66% 0.55%
      PFG D 0.12% 0.09% 0.09%
      PG A 1.5% 1.14% 1.14%
      PGR A 0.39% 0.35% 0.35%
      PLD D 0.3% 0.49% 0.3%
      PNC B 0.62% 0.39% 0.39%
      PNR A 0.63% 0.02% 0.02%
      PPG F 0.34% 0.13% 0.13%
      PRU A 1.02% 0.21% 0.21%
      PSA D 0.11% 0.14% 0.11%
      PSX C 0.33% 0.26% 0.26%
      PYPL B 0.24% 0.41% 0.24%
      QCOM F 0.63% 0.4% 0.4%
      REGN F 0.22% 0.15% 0.15%
      RMD C 0.1% 0.16% 0.1%
      ROK B 0.13% 0.08% 0.08%
      RTX C 0.79% 0.74% 0.74%
      SBUX A 0.37% 0.21% 0.21%
      SCHW B 0.4% 0.57% 0.4%
      SLB C 0.28% 0.29% 0.28%
      SOLV C 0.11% 0.04% 0.04%
      SPGI C 0.65% 0.42% 0.42%
      STE F 0.3% 0.04% 0.04%
      STLD B 0.11% 0.03% 0.03%
      STT A 0.18% 0.13% 0.13%
      STZ D 0.09% 0.17% 0.09%
      SYF B 0.47% 0.12% 0.12%
      SYY B 0.09% 0.17% 0.09%
      T A 0.38% 0.76% 0.38%
      TAP C 0.33% 0.05% 0.05%
      TFC A 0.24% 0.29% 0.24%
      TFX F 0.15% 0.04% 0.04%
      TGT F 0.43% 0.33% 0.33%
      TJX A 0.18% 0.22% 0.18%
      TMO F 0.11% 0.57% 0.11%
      TRMB B 0.2% 0.08% 0.08%
      TRV B 0.46% 0.28% 0.28%
      TSCO D 0.23% 0.08% 0.08%
      TXN C 1.47% 0.54% 0.54%
      ULTA F 0.09% 0.03% 0.03%
      UNH C 2.04% 1.59% 1.59%
      UPS C 0.32% 0.46% 0.32%
      USB A 0.28% 0.37% 0.28%
      VLO C 0.23% 0.21% 0.21%
      VZ C 0.79% 0.82% 0.79%
      WDC D 0.11% 0.1% 0.1%
      WELL A 0.46% 0.37% 0.37%
      WFC A 0.28% 1.19% 0.28%
      WMB A 0.16% 0.2% 0.16%
      WTW B 0.14% 0.15% 0.14%
      WY D 0.26% 0.11% 0.11%
      XOM B 1.54% 2.49% 1.54%
      XYL D 0.41% 0.14% 0.14%
      ZBH C 0.23% 0.11% 0.11%
      ZTS D 0.43% 0.17% 0.17%
      EVUS Overweight 21 Positions Relative to IVE
      Symbol Grade Weight
      AVGO D 2.9%
      ORCL B 1.31%
      CRH A 0.76%
      FERG B 0.43%
      OVV B 0.39%
      FLUT A 0.36%
      FTV C 0.27%
      URI B 0.27%
      CNH C 0.24%
      FBIN D 0.23%
      WTRG B 0.21%
      OC A 0.21%
      ACGL D 0.16%
      DHI D 0.16%
      TWLO A 0.15%
      PHM D 0.13%
      AZPN A 0.11%
      FANG D 0.11%
      CCK C 0.1%
      TTC D 0.09%
      AVTR F 0.09%
      EVUS Underweight 223 Positions Relative to IVE
      Symbol Grade Weight
      WMT A -1.72%
      COST B -1.09%
      V A -0.83%
      PM B -0.59%
      MA C -0.57%
      TMUS B -0.54%
      MDT D -0.53%
      LMT D -0.53%
      GE D -0.51%
      MO A -0.45%
      SO D -0.45%
      DUK C -0.41%
      MCK B -0.37%
      UNP C -0.37%
      GD F -0.35%
      EMR A -0.34%
      BDX F -0.31%
      ISRG A -0.3%
      GM B -0.3%
      NSC B -0.28%
      BA F -0.27%
      BSX B -0.27%
      SRE A -0.27%
      AEP D -0.24%
      CME A -0.24%
      ALL A -0.24%
      SYK C -0.23%
      AIG B -0.23%
      O D -0.23%
      CL D -0.22%
      LHX C -0.22%
      SHW A -0.21%
      PCG A -0.21%
      KVUE A -0.21%
      WM A -0.2%
      F C -0.2%
      VRTX F -0.2%
      AON A -0.19%
      APH A -0.18%
      CTVA C -0.18%
      CTSH B -0.18%
      CEG D -0.18%
      XEL A -0.18%
      MCO B -0.18%
      GLW B -0.17%
      MTB A -0.17%
      BX A -0.17%
      VICI C -0.16%
      CTAS B -0.16%
      ROP B -0.16%
      OXY D -0.16%
      CSX B -0.16%
      WAB B -0.16%
      MSI B -0.16%
      SPG B -0.16%
      EXR D -0.16%
      WEC A -0.15%
      ADSK A -0.15%
      AJG B -0.15%
      FITB A -0.15%
      ETR B -0.15%
      AVB B -0.15%
      ABNB C -0.14%
      GPN B -0.14%
      RJF A -0.14%
      EBAY D -0.14%
      UAL A -0.14%
      FCX D -0.14%
      TEL B -0.13%
      TT A -0.13%
      PPL B -0.12%
      DTE C -0.12%
      EQR B -0.12%
      VLTO D -0.12%
      SW A -0.12%
      EW C -0.12%
      EOG A -0.12%
      AMP A -0.12%
      HAL C -0.12%
      AWK D -0.12%
      VTR C -0.12%
      TROW B -0.12%
      ATO A -0.11%
      AME A -0.11%
      FAST B -0.11%
      MPC D -0.11%
      CINF A -0.11%
      DVN F -0.11%
      OTIS C -0.11%
      RF A -0.11%
      AEE A -0.11%
      YUM B -0.1%
      CHTR C -0.1%
      WBD C -0.1%
      IQV D -0.1%
      CFG B -0.1%
      PKG A -0.1%
      FE C -0.1%
      TDY B -0.1%
      WRB A -0.09%
      RSG A -0.09%
      TSN B -0.09%
      MAA B -0.09%
      EFX F -0.09%
      OMC C -0.09%
      ORLY B -0.09%
      NRG B -0.09%
      INVH D -0.09%
      HWM A -0.09%
      ESS B -0.09%
      LUV C -0.09%
      PH A -0.09%
      ZBRA B -0.09%
      MSCI C -0.09%
      CNP B -0.09%
      EG C -0.08%
      BAX D -0.08%
      ARE D -0.08%
      AZO C -0.08%
      CSGP D -0.08%
      TER D -0.08%
      KIM A -0.08%
      GPC D -0.08%
      KEY B -0.08%
      DELL C -0.08%
      VRSK A -0.08%
      LEN D -0.08%
      NDSN B -0.07%
      FFIV B -0.07%
      APTV D -0.07%
      SBAC D -0.07%
      TTWO A -0.07%
      EVRG A -0.07%
      MNST C -0.07%
      DOC D -0.07%
      GRMN B -0.07%
      AMCR D -0.07%
      EL F -0.07%
      PWR A -0.07%
      IDXX F -0.07%
      L A -0.07%
      VTRS A -0.07%
      MTD D -0.07%
      ON D -0.07%
      LNT A -0.07%
      HSY F -0.07%
      PCAR B -0.07%
      TXT D -0.07%
      DXCM D -0.06%
      EMN D -0.06%
      UHS D -0.06%
      STX D -0.06%
      MLM B -0.06%
      REG B -0.06%
      ALB C -0.06%
      INCY C -0.06%
      MRNA F -0.06%
      JKHY D -0.06%
      CPT B -0.06%
      TPR B -0.06%
      GWW B -0.06%
      SWK D -0.06%
      UDR B -0.06%
      VMC B -0.06%
      SWKS F -0.06%
      WAT B -0.06%
      RVTY F -0.06%
      MCHP D -0.06%
      CDW F -0.06%
      CRL C -0.05%
      GL B -0.05%
      AES F -0.05%
      FOXA B -0.05%
      SNA A -0.05%
      PNW B -0.05%
      CTLT B -0.05%
      TECH D -0.05%
      NWSA B -0.05%
      PODD C -0.05%
      SJM D -0.05%
      MAS D -0.04%
      BWA D -0.04%
      VRSN F -0.04%
      MTCH D -0.04%
      IVZ B -0.04%
      ROL B -0.04%
      EPAM C -0.04%
      HAS D -0.04%
      MOS F -0.04%
      FRT B -0.04%
      HSIC B -0.04%
      DPZ C -0.04%
      PTC A -0.04%
      DRI B -0.04%
      DAY B -0.03%
      BRO B -0.03%
      POOL C -0.03%
      WBA F -0.03%
      PAYC B -0.03%
      QRVO F -0.03%
      CTRA B -0.03%
      PARA C -0.03%
      LVS C -0.03%
      BEN C -0.03%
      JBL B -0.03%
      FMC D -0.03%
      MOH F -0.03%
      ALGN D -0.03%
      CCL B -0.03%
      CF B -0.03%
      MHK D -0.03%
      AOS F -0.02%
      CZR F -0.02%
      DVA B -0.02%
      NWS B -0.02%
      LW C -0.02%
      RL B -0.02%
      ERIE D -0.02%
      GNRC B -0.02%
      HST C -0.02%
      ENPH F -0.02%
      MGM D -0.01%
      AMTM D -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
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products

      IVE: Top Represented Industries & Keywords

      Industries: Diversified Industrials Utilities - Regulated Electric Business Services Diagnostics & Research Asset Management Banks - Regional - US Capital Markets Packaged Foods Semiconductors Drug Manufacturers - Major Medical Devices Medical Instruments & Supplies Aerospace & Defense Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty Oil & Gas E&P REIT - Residential Software - Application
      Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Insurance Dow Jones Component Electronics Aerospace Computing Medicine Real Estate Investment Trust Chemical Bank Banking Telecommunications Insurance Products Investment Bank Plastic Mining Disability
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