EVUS vs. KLMT ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to Invesco MSCI Global Climate 500 ETF (KLMT)
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
KLMT
Invesco MSCI Global Climate 500 ETF
KLMT Description
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index as well as ADRs and GDRs that represent securities in the underlying index. The index, which is designed to track the performance of approximately 500 stocks included in the ACWI ex 6 Countries index that meet certain environmental and climate criteria relative to their peers, as determined by the index provider, including their own reductions in carbon and greenhouse gas emissions. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.48
Average Daily Volume
194
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | KLMT |
|---|---|---|
| 30 Days | 2.65% | -0.05% |
| 60 Days | 3.47% | 0.99% |
| 90 Days | 6.09% | 2.38% |
| 12 Months | 29.50% |
137 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in KLMT | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.19% | 0.09% | 0.09% | |
| ABBV | D | 0.92% | 0.21% | 0.21% | |
| ABBV | D | 0.92% | 0.43% | 0.43% | |
| ABT | B | 0.24% | 0.32% | 0.24% | |
| ACN | C | 0.56% | 0.35% | 0.35% | |
| ADI | D | 0.27% | 0.2% | 0.2% | |
| ADP | B | 1.24% | 0.19% | 0.19% | |
| AFL | B | 0.23% | 0.11% | 0.11% | |
| AMGN | D | 0.74% | 0.23% | 0.23% | |
| AMT | D | 0.59% | 0.16% | 0.16% | |
| APD | A | 0.11% | 0.12% | 0.11% | |
| AVGO | D | 2.9% | 0.97% | 0.97% | |
| AVY | D | 0.09% | 0.08% | 0.08% | |
| AXP | A | 0.9% | 0.26% | 0.26% | |
| BAC | A | 1.33% | 0.47% | 0.47% | |
| BIIB | F | 0.1% | 0.06% | 0.06% | |
| BK | A | 0.74% | 0.14% | 0.14% | |
| BKR | B | 0.31% | 0.12% | 0.12% | |
| BLK | C | 0.31% | 0.24% | 0.24% | |
| BMY | B | 0.42% | 0.2% | 0.2% | |
| C | A | 0.69% | 0.21% | 0.21% | |
| CARR | D | 0.4% | 0.11% | 0.11% | |
| CAT | B | 0.75% | 0.28% | 0.28% | |
| CB | C | 0.13% | 0.18% | 0.13% | |
| CCI | D | 0.6% | 0.09% | 0.09% | |
| CHD | B | 0.29% | 0.09% | 0.09% | |
| CI | F | 0.58% | 0.14% | 0.14% | |
| CMCSA | B | 0.4% | 0.26% | 0.26% | |
| CMI | A | 0.78% | 0.15% | 0.15% | |
| COF | B | 0.18% | 0.14% | 0.14% | |
| COP | C | 0.82% | 0.23% | 0.23% | |
| COR | B | 0.49% | 0.13% | 0.13% | |
| CSCO | B | 1.01% | 0.36% | 0.36% | |
| CVS | D | 0.09% | 0.13% | 0.09% | |
| CVX | A | 1.26% | 0.41% | 0.41% | |
| DD | D | 0.1% | 0.09% | 0.09% | |
| DE | A | 0.43% | 0.18% | 0.18% | |
| DFS | B | 0.45% | 0.12% | 0.12% | |
| DHI | D | 0.16% | 0.09% | 0.09% | |
| DHR | F | 0.7% | 0.24% | 0.24% | |
| DIS | B | 0.88% | 0.3% | 0.3% | |
| DLR | B | 0.47% | 0.12% | 0.12% | |
| DOV | A | 0.1% | 0.13% | 0.1% | |
| ECL | D | 0.64% | 0.14% | 0.14% | |
| ED | D | 0.25% | 0.11% | 0.11% | |
| EIX | B | 0.28% | 0.11% | 0.11% | |
| ELV | F | 0.65% | 0.13% | 0.13% | |
| EQIX | A | 0.61% | 0.16% | 0.16% | |
| ES | D | 0.23% | 0.09% | 0.09% | |
| ETN | A | 0.29% | 0.25% | 0.25% | |
| EXC | C | 0.35% | 0.09% | 0.09% | |
| FANG | D | 0.11% | 0.11% | 0.11% | |
| FDX | B | 0.23% | 0.1% | 0.1% | |
| FI | A | 0.38% | 0.22% | 0.22% | |
| FIS | C | 0.25% | 0.1% | 0.1% | |
| GEV | B | 0.23% | 0.18% | 0.18% | |
| GILD | C | 0.96% | 0.19% | 0.19% | |
| GIS | D | 0.6% | 0.1% | 0.1% | |
| GS | A | 0.84% | 0.3% | 0.3% | |
| HCA | F | 0.3% | 0.1% | 0.1% | |
| HD | A | 2.07% | 0.55% | 0.55% | |
| HPQ | B | 0.17% | 0.1% | 0.1% | |
| HUM | C | 0.1% | 0.08% | 0.08% | |
| IBM | C | 1.17% | 0.29% | 0.29% | |
| ICE | C | 0.1% | 0.16% | 0.1% | |
| INTC | D | 0.57% | 0.15% | 0.15% | |
| IR | B | 0.15% | 0.12% | 0.12% | |
| IRM | D | 0.34% | 0.12% | 0.12% | |
| ITW | B | 0.1% | 0.13% | 0.1% | |
| JCI | C | 0.38% | 0.12% | 0.12% | |
| JNJ | D | 1.43% | 0.53% | 0.53% | |
| JPM | A | 2.81% | 0.94% | 0.94% | |
| K | A | 0.89% | 0.12% | 0.12% | |
| KDP | D | 0.21% | 0.09% | 0.09% | |
| KEYS | A | 0.35% | 0.1% | 0.1% | |
| KMB | D | 0.36% | 0.12% | 0.12% | |
| KMI | A | 0.81% | 0.13% | 0.13% | |
| KO | D | 1.67% | 0.4% | 0.4% | |
| LIN | D | 0.49% | 0.33% | 0.33% | |
| LOW | D | 0.74% | 0.22% | 0.22% | |
| MCD | D | 0.63% | 0.33% | 0.33% | |
| MDLZ | F | 0.09% | 0.16% | 0.09% | |
| MET | A | 0.52% | 0.1% | 0.1% | |
| MMC | B | 0.24% | 0.17% | 0.17% | |
| MMM | D | 0.6% | 0.12% | 0.12% | |
| MRK | F | 0.52% | 0.36% | 0.36% | |
| MRO | B | 0.18% | 0.11% | 0.11% | |
| MS | A | 1.07% | 0.26% | 0.26% | |
| MU | D | 0.41% | 0.16% | 0.16% | |
| NDAQ | A | 0.38% | 0.11% | 0.11% | |
| NEE | D | 0.82% | 0.22% | 0.22% | |
| NEM | D | 0.28% | 0.11% | 0.11% | |
| NKE | D | 0.08% | 0.14% | 0.08% | |
| NUE | C | 0.25% | 0.07% | 0.07% | |
| NXPI | D | 0.52% | 0.1% | 0.1% | |
| OKE | A | 0.77% | 0.15% | 0.15% | |
| ORCL | B | 1.31% | 0.44% | 0.44% | |
| PAYX | C | 0.12% | 0.1% | 0.1% | |
| PEG | A | 0.96% | 0.11% | 0.11% | |
| PEP | F | 0.84% | 0.34% | 0.34% | |
| PFE | D | 0.55% | 0.23% | 0.23% | |
| PG | A | 1.5% | 0.57% | 0.57% | |
| PGR | A | 0.39% | 0.22% | 0.22% | |
| PLD | D | 0.3% | 0.19% | 0.19% | |
| PNC | B | 0.62% | 0.16% | 0.16% | |
| PPG | F | 0.34% | 0.1% | 0.1% | |
| PRU | A | 1.02% | 0.12% | 0.12% | |
| PSA | D | 0.11% | 0.11% | 0.11% | |
| PSX | C | 0.33% | 0.1% | 0.1% | |
| PYPL | B | 0.24% | 0.15% | 0.15% | |
| QCOM | F | 0.63% | 0.26% | 0.26% | |
| REGN | F | 0.22% | 0.12% | 0.12% | |
| SBUX | A | 0.37% | 0.2% | 0.2% | |
| SCHW | B | 0.4% | 0.18% | 0.18% | |
| SLB | C | 0.28% | 0.11% | 0.11% | |
| SPGI | C | 0.65% | 0.29% | 0.29% | |
| SYY | B | 0.09% | 0.09% | 0.09% | |
| T | A | 0.38% | 0.25% | 0.25% | |
| TFC | A | 0.24% | 0.12% | 0.12% | |
| TGT | F | 0.43% | 0.1% | 0.1% | |
| TJX | A | 0.18% | 0.22% | 0.18% | |
| TMO | F | 0.11% | 0.3% | 0.11% | |
| TRV | B | 0.46% | 0.12% | 0.12% | |
| TXN | C | 1.47% | 0.27% | 0.27% | |
| UNH | C | 2.04% | 0.74% | 0.74% | |
| UPS | C | 0.32% | 0.14% | 0.14% | |
| URI | B | 0.27% | 0.11% | 0.11% | |
| USB | A | 0.28% | 0.14% | 0.14% | |
| VZ | C | 0.79% | 0.27% | 0.27% | |
| WELL | A | 0.46% | 0.16% | 0.16% | |
| WFC | A | 0.28% | 0.37% | 0.28% | |
| WMB | A | 0.16% | 0.15% | 0.15% | |
| WY | D | 0.26% | 0.09% | 0.09% | |
| XOM | B | 1.54% | 0.74% | 0.74% | |
| XYL | D | 0.41% | 0.07% | 0.07% | |
| ZBH | C | 0.23% | 0.1% | 0.1% | |
| ZTS | D | 0.43% | 0.13% | 0.13% |
EVUS Overweight 98 Positions Relative to KLMT
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 1.19% | |
| HON | B | 0.86% | |
| RTX | C | 0.79% | |
| CRH | A | 0.76% | |
| BR | A | 0.73% | |
| NI | A | 0.67% | |
| PNR | A | 0.63% | |
| EXPD | D | 0.51% | |
| HIG | B | 0.47% | |
| SYF | B | 0.47% | |
| FERG | B | 0.43% | |
| CLX | B | 0.43% | |
| EA | A | 0.41% | |
| KR | B | 0.41% | |
| CHRW | C | 0.4% | |
| NOC | D | 0.4% | |
| LKQ | D | 0.39% | |
| OVV | B | 0.39% | |
| CMS | C | 0.38% | |
| FLUT | A | 0.36% | |
| CBRE | B | 0.35% | |
| HPE | B | 0.35% | |
| ANSS | B | 0.35% | |
| TAP | C | 0.33% | |
| BG | F | 0.32% | |
| CAH | B | 0.31% | |
| STE | F | 0.3% | |
| DGX | A | 0.3% | |
| COO | D | 0.3% | |
| DAL | C | 0.3% | |
| HBAN | A | 0.29% | |
| D | C | 0.28% | |
| BBY | D | 0.28% | |
| FTV | C | 0.27% | |
| KHC | F | 0.26% | |
| CNH | C | 0.24% | |
| TSCO | D | 0.23% | |
| FBIN | D | 0.23% | |
| VLO | C | 0.23% | |
| LH | C | 0.22% | |
| WTRG | B | 0.21% | |
| J | F | 0.21% | |
| OC | A | 0.21% | |
| TRMB | B | 0.2% | |
| AIZ | A | 0.2% | |
| FDS | B | 0.19% | |
| CNC | D | 0.18% | |
| STT | A | 0.18% | |
| IEX | B | 0.17% | |
| EQT | B | 0.16% | |
| ACGL | D | 0.16% | |
| NTRS | A | 0.16% | |
| JBHT | C | 0.16% | |
| IP | B | 0.16% | |
| TWLO | A | 0.15% | |
| TFX | F | 0.15% | |
| ALLE | D | 0.15% | |
| HOLX | D | 0.14% | |
| WTW | B | 0.14% | |
| MKC | D | 0.14% | |
| HUBB | B | 0.14% | |
| PHM | D | 0.13% | |
| ROK | B | 0.13% | |
| FOX | A | 0.13% | |
| HRL | D | 0.12% | |
| BXP | D | 0.12% | |
| AKAM | D | 0.12% | |
| IFF | D | 0.12% | |
| PFG | D | 0.12% | |
| CPB | D | 0.12% | |
| HII | D | 0.12% | |
| LDOS | C | 0.11% | |
| ADM | D | 0.11% | |
| SOLV | C | 0.11% | |
| CBOE | B | 0.11% | |
| AZPN | A | 0.11% | |
| GEN | B | 0.11% | |
| WDC | D | 0.11% | |
| JNPR | F | 0.11% | |
| MKTX | D | 0.11% | |
| STLD | B | 0.11% | |
| CCK | C | 0.1% | |
| BALL | D | 0.1% | |
| NTAP | C | 0.1% | |
| DOW | F | 0.1% | |
| RMD | C | 0.1% | |
| FSLR | F | 0.1% | |
| CAG | D | 0.09% | |
| TTC | D | 0.09% | |
| AVTR | F | 0.09% | |
| KMX | B | 0.09% | |
| ULTA | F | 0.09% | |
| STZ | D | 0.09% | |
| GEHC | F | 0.09% | |
| LYB | F | 0.08% | |
| IPG | D | 0.08% | |
| DG | F | 0.06% | |
| DLTR | F | 0.06% |
EVUS Underweight 147 Positions Relative to KLMT
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -4.78% | |
| AAPL | C | -4.4% | |
| MSFT | F | -3.86% | |
| AMZN | C | -2.49% | |
| META | D | -1.65% | |
| GOOGL | C | -1.54% | |
| TSLA | B | -1.32% | |
| GOOG | C | -1.03% | |
| LLY | F | -0.81% | |
| V | A | -0.7% | |
| MA | C | -0.61% | |
| COST | B | -0.56% | |
| WMT | A | -0.54% | |
| NFLX | A | -0.53% | |
| CRM | B | -0.47% | |
| NOW | A | -0.35% | |
| ADBE | C | -0.33% | |
| AMD | F | -0.32% | |
| NVS | D | -0.32% | |
| INTU | C | -0.31% | |
| GE | D | -0.3% | |
| ISRG | A | -0.29% | |
| HSBH | B | -0.26% | |
| BKNG | A | -0.26% | |
| BABA | D | -0.26% | |
| BSX | B | -0.25% | |
| AMAT | F | -0.24% | |
| TMUS | B | -0.24% | |
| UL | D | -0.24% | |
| BX | A | -0.23% | |
| SONY | B | -0.22% | |
| SHOP | B | -0.22% | |
| PANW | C | -0.21% | |
| MUFG | B | -0.21% | |
| UNP | C | -0.2% | |
| UBER | D | -0.2% | |
| SYK | C | -0.2% | |
| PH | A | -0.19% | |
| MDT | D | -0.18% | |
| KKR | A | -0.18% | |
| HLT | A | -0.18% | |
| EOG | A | -0.18% | |
| IBN | C | -0.17% | |
| MCO | B | -0.17% | |
| LRCX | F | -0.17% | |
| ADSK | A | -0.17% | |
| VRTX | F | -0.17% | |
| TD | F | -0.17% | |
| TT | A | -0.17% | |
| SNPS | B | -0.16% | |
| SHW | A | -0.16% | |
| WM | A | -0.16% | |
| EMR | A | -0.16% | |
| ANET | C | -0.16% | |
| SMFG | B | -0.16% | |
| MCK | B | -0.16% | |
| APH | A | -0.16% | |
| CL | D | -0.15% | |
| CTAS | B | -0.15% | |
| TDG | D | -0.15% | |
| SPG | B | -0.15% | |
| FCX | D | -0.15% | |
| GM | B | -0.14% | |
| CSX | B | -0.14% | |
| MSI | B | -0.14% | |
| CMG | B | -0.14% | |
| MFG | B | -0.14% | |
| PCAR | B | -0.14% | |
| HWM | A | -0.14% | |
| KLAC | D | -0.14% | |
| MELI | D | -0.14% | |
| CME | A | -0.14% | |
| CDNS | B | -0.14% | |
| APO | B | -0.14% | |
| AON | A | -0.14% | |
| CRWD | B | -0.14% | |
| O | D | -0.13% | |
| DEO | F | -0.13% | |
| AMP | A | -0.13% | |
| HDB | C | -0.13% | |
| MAR | B | -0.13% | |
| MRVL | B | -0.13% | |
| CNI | D | -0.13% | |
| AJG | B | -0.12% | |
| AME | A | -0.12% | |
| GLW | B | -0.12% | |
| ORLY | B | -0.12% | |
| AVB | B | -0.12% | |
| ROP | B | -0.12% | |
| KIM | A | -0.12% | |
| NSC | B | -0.12% | |
| ABNB | C | -0.11% | |
| EQR | B | -0.11% | |
| CTVA | C | -0.11% | |
| AIG | B | -0.11% | |
| SQ | B | -0.11% | |
| HEI | B | -0.11% | |
| VTR | C | -0.11% | |
| PDD | F | -0.11% | |
| HES | B | -0.11% | |
| RSG | A | -0.11% | |
| BDX | F | -0.11% | |
| REG | B | -0.11% | |
| WDAY | B | -0.11% | |
| CEG | D | -0.11% | |
| CTSH | B | -0.11% | |
| LEN | D | -0.1% | |
| HUBS | A | -0.1% | |
| PCG | A | -0.1% | |
| OTIS | C | -0.1% | |
| IQV | D | -0.1% | |
| BCS | C | -0.1% | |
| AWK | D | -0.1% | |
| CPRT | A | -0.1% | |
| IT | C | -0.1% | |
| HMC | F | -0.1% | |
| GWW | B | -0.1% | |
| MPC | D | -0.1% | |
| PWR | A | -0.1% | |
| YUM | B | -0.1% | |
| VICI | C | -0.1% | |
| WAB | B | -0.1% | |
| DVN | F | -0.09% | |
| EW | C | -0.09% | |
| VMC | B | -0.09% | |
| NMR | B | -0.09% | |
| F | C | -0.09% | |
| EFX | F | -0.09% | |
| AZO | C | -0.09% | |
| OMC | C | -0.09% | |
| TCOM | B | -0.09% | |
| ROST | C | -0.09% | |
| DOC | D | -0.09% | |
| LYG | F | -0.09% | |
| DELL | C | -0.08% | |
| CTRA | B | -0.08% | |
| HSY | F | -0.08% | |
| HAL | C | -0.08% | |
| ABEV | F | -0.08% | |
| BIDU | F | -0.07% | |
| MCHP | D | -0.07% | |
| MTD | D | -0.07% | |
| SNOW | C | -0.07% | |
| STLA | F | -0.06% | |
| DXCM | D | -0.05% | |
| MRNA | F | -0.02% | |
| SMCI | F | -0.02% |
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
KLMT: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Banks - Global
Business Services
Oil & Gas E&P
Asset Management
Capital Markets
Credit Services
Diagnostics & Research
Medical Devices
Specialty Retail
Auto Manufacturers
Health Care Plans
Household & Personal Products
Railroads
Specialty Industrial Machinery
Utilities - Regulated Electric
Information Technology Services
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