EVUS vs. NUDV ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to Nuveen ESG Dividend ETF (NUDV)
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
NUDV
Nuveen ESG Dividend ETF
NUDV Description
Nuveen ESG Dividend ETF is an exchange traded fund launched and managed by Nuveen Fund Advisors, LLC. The fund is co-managed by Teachers Advisors, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It does not invest in companies related to alcohol production, tobacco production, nuclear power, gambling, and weapons and firearm production. The fund replicates the performance of the TIAA ESG USA High Dividend Index, by using full replication technique. Nuveen ESG Dividend ETF was formed on September 27, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$30.58
Average Daily Volume
6,880
Number of Holdings
*
120
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | NUDV |
|---|---|---|
| 30 Days | 2.65% | 2.76% |
| 60 Days | 3.47% | 3.76% |
| 90 Days | 6.09% | 6.72% |
| 12 Months | 29.50% | 31.22% |
101 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in NUDV | Overlap | |
|---|---|---|---|---|---|
| ADM | D | 0.11% | 0.49% | 0.11% | |
| ADP | B | 1.24% | 1.61% | 1.24% | |
| AFL | B | 0.23% | 1.15% | 0.23% | |
| AIZ | A | 0.2% | 0.21% | 0.2% | |
| ALLE | D | 0.15% | 0.24% | 0.15% | |
| AMGN | D | 0.74% | 1.38% | 0.74% | |
| AMT | D | 0.59% | 1.21% | 0.59% | |
| AVY | D | 0.09% | 0.31% | 0.09% | |
| BAC | A | 1.33% | 2.01% | 1.33% | |
| BBY | D | 0.28% | 0.36% | 0.28% | |
| BG | F | 0.32% | 0.24% | 0.24% | |
| BK | A | 0.74% | 1.1% | 0.74% | |
| BKR | B | 0.31% | 0.84% | 0.31% | |
| BMY | B | 0.42% | 1.65% | 0.42% | |
| BR | A | 0.73% | 0.52% | 0.52% | |
| BXP | D | 0.12% | 0.23% | 0.12% | |
| C | A | 0.69% | 1.58% | 0.69% | |
| CAG | D | 0.09% | 0.25% | 0.09% | |
| CAH | B | 0.31% | 0.58% | 0.31% | |
| CAT | B | 0.75% | 1.71% | 0.75% | |
| CCI | D | 0.6% | 0.86% | 0.6% | |
| CHRW | C | 0.4% | 0.25% | 0.25% | |
| CI | F | 0.58% | 1.35% | 0.58% | |
| CLX | B | 0.43% | 0.39% | 0.39% | |
| CMCSA | B | 0.4% | 1.62% | 0.4% | |
| CMI | A | 0.78% | 0.93% | 0.78% | |
| CNH | C | 0.24% | 0.17% | 0.17% | |
| COF | B | 0.18% | 1.37% | 0.18% | |
| CPB | D | 0.12% | 0.17% | 0.12% | |
| CSCO | B | 1.01% | 1.83% | 1.01% | |
| DE | A | 0.43% | 1.44% | 0.43% | |
| DFS | B | 0.45% | 0.86% | 0.45% | |
| DGX | A | 0.3% | 0.34% | 0.3% | |
| ED | D | 0.25% | 0.65% | 0.25% | |
| EQIX | A | 0.61% | 1.44% | 0.61% | |
| ES | D | 0.23% | 0.41% | 0.23% | |
| EXC | C | 0.35% | 0.73% | 0.35% | |
| FDX | B | 0.23% | 1.29% | 0.23% | |
| FIS | C | 0.25% | 0.94% | 0.25% | |
| FOX | A | 0.13% | 0.12% | 0.12% | |
| GILD | C | 0.96% | 1.71% | 0.96% | |
| GS | A | 0.84% | 1.77% | 0.84% | |
| HBAN | A | 0.29% | 0.25% | 0.25% | |
| HD | A | 2.07% | 2.06% | 2.06% | |
| HIG | B | 0.47% | 0.67% | 0.47% | |
| HPE | B | 0.35% | 0.54% | 0.35% | |
| HPQ | B | 0.17% | 0.7% | 0.17% | |
| HRL | D | 0.12% | 0.18% | 0.12% | |
| IBM | C | 1.17% | 1.64% | 1.17% | |
| IEX | B | 0.17% | 0.33% | 0.17% | |
| IFF | D | 0.12% | 0.44% | 0.12% | |
| INTC | D | 0.57% | 1.55% | 0.57% | |
| IPG | D | 0.08% | 0.21% | 0.08% | |
| IRM | D | 0.34% | 0.65% | 0.34% | |
| ITW | B | 0.1% | 1.46% | 0.1% | |
| JCI | C | 0.38% | 1.11% | 0.38% | |
| JNJ | D | 1.43% | 1.83% | 1.43% | |
| JNPR | F | 0.11% | 0.24% | 0.11% | |
| K | A | 0.89% | 0.43% | 0.43% | |
| KDP | D | 0.21% | 0.69% | 0.21% | |
| KHC | F | 0.26% | 0.39% | 0.26% | |
| KMB | D | 0.36% | 0.85% | 0.36% | |
| KO | D | 1.67% | 1.57% | 1.57% | |
| KR | B | 0.41% | 0.79% | 0.41% | |
| LKQ | D | 0.39% | 0.2% | 0.2% | |
| LOW | D | 0.74% | 1.61% | 0.74% | |
| MET | A | 0.52% | 0.96% | 0.52% | |
| MKC | D | 0.14% | 0.37% | 0.14% | |
| MMC | B | 0.24% | 1.4% | 0.24% | |
| MMM | D | 0.6% | 1.33% | 0.6% | |
| MRK | F | 0.52% | 1.48% | 0.52% | |
| MS | A | 1.07% | 1.85% | 1.07% | |
| NEM | D | 0.28% | 0.92% | 0.28% | |
| NTAP | C | 0.1% | 0.48% | 0.1% | |
| NTRS | A | 0.16% | 0.42% | 0.16% | |
| NXPI | D | 0.52% | 1.11% | 0.52% | |
| OC | A | 0.21% | 0.32% | 0.21% | |
| OKE | A | 0.77% | 1.21% | 0.77% | |
| PAYX | C | 0.12% | 0.92% | 0.12% | |
| PEP | F | 0.84% | 1.53% | 0.84% | |
| PFE | D | 0.55% | 1.35% | 0.55% | |
| PFG | D | 0.12% | 0.39% | 0.12% | |
| PNC | B | 0.62% | 1.59% | 0.62% | |
| PPG | F | 0.34% | 0.55% | 0.34% | |
| PRU | A | 1.02% | 0.87% | 0.87% | |
| PSA | D | 0.11% | 1.01% | 0.11% | |
| ROK | B | 0.13% | 0.61% | 0.13% | |
| STLD | B | 0.11% | 0.41% | 0.11% | |
| STT | A | 0.18% | 0.55% | 0.18% | |
| SYF | B | 0.47% | 0.49% | 0.47% | |
| TFC | A | 0.24% | 0.35% | 0.24% | |
| TGT | F | 0.43% | 1.38% | 0.43% | |
| TRV | B | 0.46% | 1.14% | 0.46% | |
| TSCO | D | 0.23% | 0.58% | 0.23% | |
| TTC | D | 0.09% | 0.17% | 0.09% | |
| TXN | C | 1.47% | 1.6% | 1.47% | |
| UPS | C | 0.32% | 1.37% | 0.32% | |
| USB | A | 0.28% | 1.52% | 0.28% | |
| VZ | C | 0.79% | 1.49% | 0.79% | |
| WELL | A | 0.46% | 1.53% | 0.46% | |
| WTRG | B | 0.21% | 0.19% | 0.19% |
EVUS Overweight 133 Positions Relative to NUDV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 2.9% | |
| JPM | A | 2.81% | |
| UNH | C | 2.04% | |
| XOM | B | 1.54% | |
| PG | A | 1.5% | |
| ORCL | B | 1.31% | |
| CVX | A | 1.26% | |
| BRK.A | B | 1.19% | |
| PEG | A | 0.96% | |
| ABBV | D | 0.92% | |
| AXP | A | 0.9% | |
| DIS | B | 0.88% | |
| HON | B | 0.86% | |
| COP | C | 0.82% | |
| NEE | D | 0.82% | |
| KMI | A | 0.81% | |
| RTX | C | 0.79% | |
| CRH | A | 0.76% | |
| DHR | F | 0.7% | |
| NI | A | 0.67% | |
| SPGI | C | 0.65% | |
| ELV | F | 0.65% | |
| ECL | D | 0.64% | |
| PNR | A | 0.63% | |
| MCD | D | 0.63% | |
| QCOM | F | 0.63% | |
| GIS | D | 0.6% | |
| ACN | C | 0.56% | |
| EXPD | D | 0.51% | |
| LIN | D | 0.49% | |
| COR | B | 0.49% | |
| DLR | B | 0.47% | |
| FERG | B | 0.43% | |
| ZTS | D | 0.43% | |
| EA | A | 0.41% | |
| XYL | D | 0.41% | |
| MU | D | 0.41% | |
| SCHW | B | 0.4% | |
| CARR | D | 0.4% | |
| NOC | D | 0.4% | |
| PGR | A | 0.39% | |
| OVV | B | 0.39% | |
| NDAQ | A | 0.38% | |
| FI | A | 0.38% | |
| T | A | 0.38% | |
| CMS | C | 0.38% | |
| SBUX | A | 0.37% | |
| FLUT | A | 0.36% | |
| KEYS | A | 0.35% | |
| CBRE | B | 0.35% | |
| ANSS | B | 0.35% | |
| PSX | C | 0.33% | |
| TAP | C | 0.33% | |
| BLK | C | 0.31% | |
| STE | F | 0.3% | |
| HCA | F | 0.3% | |
| COO | D | 0.3% | |
| DAL | C | 0.3% | |
| PLD | D | 0.3% | |
| CHD | B | 0.29% | |
| ETN | A | 0.29% | |
| D | C | 0.28% | |
| WFC | A | 0.28% | |
| EIX | B | 0.28% | |
| SLB | C | 0.28% | |
| FTV | C | 0.27% | |
| ADI | D | 0.27% | |
| URI | B | 0.27% | |
| WY | D | 0.26% | |
| NUE | C | 0.25% | |
| PYPL | B | 0.24% | |
| ABT | B | 0.24% | |
| ZBH | C | 0.23% | |
| GEV | B | 0.23% | |
| FBIN | D | 0.23% | |
| VLO | C | 0.23% | |
| REGN | F | 0.22% | |
| LH | C | 0.22% | |
| J | F | 0.21% | |
| TRMB | B | 0.2% | |
| A | D | 0.19% | |
| FDS | B | 0.19% | |
| TJX | A | 0.18% | |
| CNC | D | 0.18% | |
| MRO | B | 0.18% | |
| EQT | B | 0.16% | |
| ACGL | D | 0.16% | |
| DHI | D | 0.16% | |
| JBHT | C | 0.16% | |
| WMB | A | 0.16% | |
| IP | B | 0.16% | |
| IR | B | 0.15% | |
| TWLO | A | 0.15% | |
| TFX | F | 0.15% | |
| HOLX | D | 0.14% | |
| WTW | B | 0.14% | |
| HUBB | B | 0.14% | |
| PHM | D | 0.13% | |
| CB | C | 0.13% | |
| AKAM | D | 0.12% | |
| HII | D | 0.12% | |
| LDOS | C | 0.11% | |
| TMO | F | 0.11% | |
| SOLV | C | 0.11% | |
| CBOE | B | 0.11% | |
| AZPN | A | 0.11% | |
| GEN | B | 0.11% | |
| WDC | D | 0.11% | |
| MKTX | D | 0.11% | |
| APD | A | 0.11% | |
| FANG | D | 0.11% | |
| CCK | C | 0.1% | |
| DD | D | 0.1% | |
| BALL | D | 0.1% | |
| HUM | C | 0.1% | |
| BIIB | F | 0.1% | |
| DOW | F | 0.1% | |
| RMD | C | 0.1% | |
| FSLR | F | 0.1% | |
| DOV | A | 0.1% | |
| ICE | C | 0.1% | |
| MDLZ | F | 0.09% | |
| AVTR | F | 0.09% | |
| CVS | D | 0.09% | |
| KMX | B | 0.09% | |
| ULTA | F | 0.09% | |
| SYY | B | 0.09% | |
| STZ | D | 0.09% | |
| GEHC | F | 0.09% | |
| LYB | F | 0.08% | |
| NKE | D | 0.08% | |
| DG | F | 0.06% | |
| DLTR | F | 0.06% |
EVUS Underweight 19 Positions Relative to NUDV
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
NUDV: Top Represented Industries & Keywords
Industries:
Packaged Foods
Banks - Regional - US
Drug Manufacturers - Major
Business Services
Diversified Industrials
Insurance - Life
Specialty Retail
Asset Management
Beverages - Soft Drinks
Communication Equipment
Credit Services
Farm & Construction Equipment
Household & Personal Products
Insurance - Diversified
Integrated Shipping & Logistics
Semiconductors
Telecom Services
Banks - Global
Capital Markets
Data Storage
Keywords:
S&P 500
Nasdaq 100
Insurance
Bank
Dow Jones Component
Banking
Computing
Investment Bank
Financial Products
Investment Management
Telecommunications
Disability
Insurance Products
Life Insurance
Cash Management
Natural Gas
Pharmaceutical Products
Real Estate Investment Trust
Retail Outlets
Beverage
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