EVUS vs. IXJ ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to iShares Global Healthcare ETF (IXJ)
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
$29.42
Average Daily Volume
2,389
234
IXJ
iShares Global Healthcare ETF
IXJ Description
The investment seeks to track the investment results of an index composed of global equities in the healthcare sector. 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 Global 1200 Healthcare Sector IndexTM (the "underlying index"), which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), deems to be a part of the healthcare sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.Grade (RS Rating)
Last Trade
$93.76
Average Daily Volume
119,922
63
Performance
Period | EVUS | IXJ |
---|---|---|
30 Days | -1.27% | -3.66% |
60 Days | 0.16% | -7.40% |
90 Days | 4.19% | -2.49% |
12 Months | 28.34% | 17.52% |
33 Overlapping Holdings
Symbol | Grade | Weight in EVUS | Weight in IXJ | Overlap | |
---|---|---|---|---|---|
A | D | 0.2% | 0.5% | 0.2% | |
ABBV | A | 1.05% | 4.79% | 1.05% | |
ABT | A | 0.25% | 2.62% | 0.25% | |
AMGN | C | 0.83% | 2.28% | 0.83% | |
BIIB | F | 0.12% | 0.35% | 0.12% | |
BMY | A | 0.38% | 1.52% | 0.38% | |
CAH | B | 0.3% | 0.35% | 0.3% | |
CI | D | 0.57% | 1.17% | 0.57% | |
CNC | D | 0.19% | 0.44% | 0.19% | |
COO | D | 0.33% | 0.28% | 0.28% | |
COR | A | 0.48% | 0.53% | 0.48% | |
CVS | F | 0.09% | 0.94% | 0.09% | |
DGX | B | 0.29% | 0.23% | 0.23% | |
DHR | D | 0.76% | 2.1% | 0.76% | |
ELV | F | 0.7% | 1.25% | 0.7% | |
GEHC | D | 0.1% | 0.53% | 0.1% | |
GILD | A | 0.97% | 1.47% | 0.97% | |
HCA | D | 0.36% | 0.89% | 0.36% | |
HOLX | A | 0.14% | 0.25% | 0.14% | |
HUM | F | 0.09% | 0.42% | 0.09% | |
JNJ | D | 1.53% | 4.84% | 1.53% | |
LH | A | 0.21% | 0.25% | 0.21% | |
MRK | F | 0.57% | 3.45% | 0.57% | |
PFE | D | 0.63% | 2.14% | 0.63% | |
REGN | F | 0.26% | 1.18% | 0.26% | |
RMD | A | 0.1% | 0.48% | 0.1% | |
SOLV | B | 0.12% | 0.14% | 0.12% | |
STE | D | 0.32% | 0.29% | 0.29% | |
TFX | F | 0.19% | 0.13% | 0.13% | |
TMO | D | 0.12% | 2.77% | 0.12% | |
UNH | C | 1.99% | 6.91% | 1.99% | |
ZBH | C | 0.21% | 0.29% | 0.21% | |
ZTS | D | 0.45% | 1.09% | 0.45% |
EVUS Overweight 201 Positions Relative to IXJ
Symbol | Grade | Weight | |
---|---|---|---|
AVGO | B | 3.02% | |
JPM | A | 2.62% | |
HD | B | 2.06% | |
KO | D | 1.8% | |
XOM | C | 1.56% | |
TXN | A | 1.52% | |
PG | D | 1.5% | |
BAC | B | 1.23% | |
ORCL | B | 1.22% | |
IBM | C | 1.22% | |
ADP | A | 1.21% | |
CVX | A | 1.19% | |
BRK.A | D | 1.17% | |
PRU | B | 1.03% | |
CSCO | B | 0.99% | |
PEG | B | 0.97% | |
MS | B | 0.97% | |
PEP | D | 0.93% | |
K | A | 0.91% | |
NEE | D | 0.89% | |
AXP | A | 0.85% | |
RTX | C | 0.83% | |
VZ | D | 0.8% | |
HON | B | 0.79% | |
LOW | B | 0.78% | |
CAT | B | 0.77% | |
GS | B | 0.76% | |
COP | D | 0.76% | |
DIS | C | 0.75% | |
KMI | B | 0.73% | |
BK | B | 0.73% | |
CMI | B | 0.72% | |
BR | C | 0.71% | |
CRH | A | 0.7% | |
ECL | C | 0.68% | |
AMT | D | 0.67% | |
OKE | B | 0.67% | |
GIS | D | 0.66% | |
MCD | C | 0.66% | |
SPGI | D | 0.65% | |
QCOM | D | 0.65% | |
C | A | 0.64% | |
NI | B | 0.64% | |
CCI | D | 0.64% | |
EQIX | B | 0.6% | |
PNR | B | 0.6% | |
MMM | D | 0.59% | |
ACN | C | 0.58% | |
PNC | B | 0.57% | |
NXPI | C | 0.56% | |
MET | C | 0.54% | |
INTC | C | 0.53% | |
LIN | C | 0.52% | |
EXPD | D | 0.52% | |
HIG | D | 0.49% | |
TRV | B | 0.46% | |
WELL | A | 0.45% | |
DE | B | 0.45% | |
MU | C | 0.45% | |
XYL | F | 0.44% | |
TGT | D | 0.42% | |
DLR | A | 0.42% | |
FERG | D | 0.42% | |
NOC | D | 0.42% | |
CMS | C | 0.41% | |
CLX | B | 0.41% | |
SYF | B | 0.41% | |
CMCSA | A | 0.4% | |
KR | A | 0.4% | |
LKQ | F | 0.39% | |
CARR | D | 0.39% | |
CHRW | C | 0.39% | |
T | A | 0.38% | |
DFS | A | 0.38% | |
PGR | D | 0.38% | |
SBUX | A | 0.37% | |
EXC | C | 0.37% | |
IRM | B | 0.37% | |
CBRE | A | 0.36% | |
NDAQ | B | 0.36% | |
EA | A | 0.36% | |
FI | A | 0.36% | |
SCHW | B | 0.36% | |
KMB | D | 0.36% | |
JCI | B | 0.35% | |
KEYS | C | 0.35% | |
OVV | F | 0.35% | |
PPG | F | 0.35% | |
ANSS | C | 0.34% | |
UPS | C | 0.34% | |
FLUT | A | 0.32% | |
PLD | F | 0.32% | |
HPE | A | 0.32% | |
NEM | D | 0.32% | |
BG | F | 0.32% | |
PSX | F | 0.32% | |
TAP | D | 0.31% | |
D | B | 0.3% | |
BLK | B | 0.3% | |
KHC | D | 0.3% | |
BBY | D | 0.3% | |
ADI | C | 0.29% | |
FBIN | C | 0.28% | |
EIX | D | 0.28% | |
CHD | B | 0.27% | |
FIS | B | 0.27% | |
BKR | A | 0.27% | |
FTV | F | 0.27% | |
SLB | F | 0.27% | |
WY | D | 0.27% | |
USB | B | 0.27% | |
ETN | B | 0.27% | |
ED | C | 0.27% | |
HBAN | B | 0.26% | |
DAL | A | 0.26% | |
URI | B | 0.26% | |
ES | D | 0.25% | |
MMC | D | 0.25% | |
CNH | A | 0.25% | |
WFC | B | 0.25% | |
NUE | F | 0.24% | |
PYPL | B | 0.23% | |
AFL | D | 0.23% | |
TSCO | D | 0.23% | |
KDP | F | 0.23% | |
FDX | C | 0.22% | |
VLO | F | 0.22% | |
TFC | C | 0.22% | |
J | D | 0.22% | |
WTRG | C | 0.21% | |
OC | B | 0.2% | |
GEV | A | 0.2% | |
STT | A | 0.18% | |
ACGL | F | 0.18% | |
AIZ | D | 0.18% | |
DHI | D | 0.18% | |
FDS | B | 0.18% | |
HPQ | B | 0.17% | |
HII | F | 0.17% | |
MRO | C | 0.17% | |
TJX | D | 0.17% | |
TRMB | A | 0.17% | |
NTRS | B | 0.16% | |
IEX | A | 0.16% | |
JBHT | A | 0.16% | |
ALLE | C | 0.16% | |
WMB | A | 0.15% | |
MKC | C | 0.15% | |
COF | A | 0.15% | |
CPB | D | 0.14% | |
PHM | D | 0.14% | |
IFF | D | 0.14% | |
IP | A | 0.14% | |
AKAM | D | 0.14% | |
HUBB | B | 0.14% | |
JNPR | A | 0.13% | |
WTW | A | 0.13% | |
ROK | B | 0.13% | |
CB | C | 0.13% | |
IR | C | 0.13% | |
PFG | C | 0.13% | |
BXP | C | 0.13% | |
EQT | C | 0.13% | |
FANG | F | 0.12% | |
DOW | F | 0.12% | |
PAYX | B | 0.12% | |
MKTX | B | 0.12% | |
HRL | F | 0.12% | |
STLD | A | 0.11% | |
BALL | F | 0.11% | |
FSLR | C | 0.11% | |
FOX | A | 0.11% | |
ICE | C | 0.11% | |
TWLO | A | 0.11% | |
APD | B | 0.11% | |
LDOS | A | 0.11% | |
ADM | F | 0.11% | |
WDC | C | 0.11% | |
CBOE | B | 0.11% | |
ULTA | C | 0.1% | |
DOV | B | 0.1% | |
AZPN | B | 0.1% | |
AVTR | F | 0.1% | |
ITW | A | 0.1% | |
GEN | A | 0.1% | |
CCK | B | 0.1% | |
PSA | D | 0.1% | |
LYB | F | 0.09% | |
MDLZ | D | 0.09% | |
NKE | F | 0.09% | |
NTAP | D | 0.09% | |
SYY | D | 0.09% | |
IPG | F | 0.09% | |
DD | D | 0.09% | |
STZ | F | 0.09% | |
AVY | D | 0.09% | |
CAG | D | 0.09% | |
KMX | F | 0.08% | |
TTC | F | 0.08% | |
DLTR | F | 0.07% | |
DG | F | 0.06% |
EVUS Underweight 30 Positions Relative to IXJ
Symbol | Grade | Weight | |
---|---|---|---|
LLY | F | -8.68% | |
ISRG | B | -2.37% | |
BSX | C | -1.64% | |
VRTX | D | -1.63% | |
SYK | A | -1.62% | |
MDT | B | -1.52% | |
BDX | C | -0.9% | |
MCK | C | -0.87% | |
EW | D | -0.54% | |
IQV | F | -0.48% | |
IDXX | F | -0.45% | |
DXCM | C | -0.38% | |
MTD | D | -0.37% | |
WST | B | -0.3% | |
WAT | A | -0.26% | |
BAX | F | -0.25% | |
MOH | D | -0.25% | |
PODD | A | -0.22% | |
RVTY | C | -0.2% | |
VTRS | B | -0.2% | |
ALGN | F | -0.19% | |
MRNA | F | -0.16% | |
UHS | D | -0.16% | |
TECH | B | -0.16% | |
INCY | A | -0.16% | |
CTLT | D | -0.15% | |
CRL | F | -0.14% | |
HSIC | D | -0.12% | |
DVA | D | -0.09% | |
MBAVU | C | -0.06% |
EVUS: Top Represented Industries & Keywords
IXJ: Top Represented Industries & Keywords