EVUS vs. NULV ETF Comparison
Comparison of iShares ESG Aware MSCI USA Value ETF (EVUS) to NuShares ESG Large-Cap Value ETF (NULV)
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
NULV
NuShares ESG Large-Cap Value ETF
NULV Description
The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Large-Cap Value Index.Grade (RS Rating)
Last Trade
$42.74
Average Daily Volume
107,252
Number of Holdings
*
103
* may have additional holdings in another (foreign) market
Performance
| Period | EVUS | NULV |
|---|---|---|
| 30 Days | 2.65% | 2.49% |
| 60 Days | 3.47% | 3.24% |
| 90 Days | 6.09% | 6.48% |
| 12 Months | 29.50% | 26.45% |
95 Overlapping Holdings
| Symbol | Grade | Weight in EVUS | Weight in NULV | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.19% | 0.77% | 0.19% | |
| ACN | C | 0.56% | 0.03% | 0.03% | |
| ADI | D | 0.27% | 1.56% | 0.27% | |
| ADM | D | 0.11% | 1.06% | 0.11% | |
| ADP | B | 1.24% | 1.36% | 1.24% | |
| AMGN | D | 0.74% | 1.71% | 0.74% | |
| AMT | D | 0.59% | 1.21% | 0.59% | |
| AXP | A | 0.9% | 1.24% | 0.9% | |
| BAC | A | 1.33% | 1.23% | 1.23% | |
| BALL | D | 0.1% | 0.1% | 0.1% | |
| BG | F | 0.32% | 0.51% | 0.32% | |
| BK | A | 0.74% | 1.64% | 0.74% | |
| BKR | B | 0.31% | 1.67% | 0.31% | |
| BMY | B | 0.42% | 0.09% | 0.09% | |
| BR | A | 0.73% | 0.71% | 0.71% | |
| C | A | 0.69% | 1.82% | 0.69% | |
| CAH | B | 0.31% | 1.2% | 0.31% | |
| CAT | B | 0.75% | 1.04% | 0.75% | |
| CBOE | B | 0.11% | 0.85% | 0.11% | |
| CHD | B | 0.29% | 0.7% | 0.29% | |
| CI | F | 0.58% | 1.5% | 0.58% | |
| CNH | C | 0.24% | 0.02% | 0.02% | |
| COR | B | 0.49% | 1.39% | 0.49% | |
| CSCO | B | 1.01% | 1.48% | 1.01% | |
| DE | A | 0.43% | 1.6% | 0.43% | |
| DHR | F | 0.7% | 1.69% | 0.7% | |
| DIS | B | 0.88% | 2.25% | 0.88% | |
| ECL | D | 0.64% | 1.29% | 0.64% | |
| ED | D | 0.25% | 1.26% | 0.25% | |
| EQIX | A | 0.61% | 0.41% | 0.41% | |
| ES | D | 0.23% | 0.88% | 0.23% | |
| ETN | A | 0.29% | 0.14% | 0.14% | |
| EXC | C | 0.35% | 1.36% | 0.35% | |
| FDX | B | 0.23% | 1.12% | 0.23% | |
| FI | A | 0.38% | 1.99% | 0.38% | |
| FIS | C | 0.25% | 0.82% | 0.25% | |
| FSLR | F | 0.1% | 0.81% | 0.1% | |
| FTV | C | 0.27% | 1.08% | 0.27% | |
| GILD | C | 0.96% | 0.65% | 0.65% | |
| GS | A | 0.84% | 1.69% | 0.84% | |
| HCA | F | 0.3% | 1.37% | 0.3% | |
| HD | A | 2.07% | 0.76% | 0.76% | |
| HIG | B | 0.47% | 0.41% | 0.41% | |
| HOLX | D | 0.14% | 0.37% | 0.14% | |
| HPQ | B | 0.17% | 0.59% | 0.17% | |
| IBM | C | 1.17% | 2.05% | 1.17% | |
| INTC | D | 0.57% | 1.85% | 0.57% | |
| IPG | D | 0.08% | 0.23% | 0.08% | |
| IR | B | 0.15% | 0.7% | 0.15% | |
| IRM | D | 0.34% | 0.1% | 0.1% | |
| J | F | 0.21% | 0.71% | 0.21% | |
| JCI | C | 0.38% | 0.64% | 0.38% | |
| JNJ | D | 1.43% | 1.64% | 1.43% | |
| KDP | D | 0.21% | 0.69% | 0.21% | |
| KMB | D | 0.36% | 0.72% | 0.36% | |
| KO | D | 1.67% | 2.11% | 1.67% | |
| KR | B | 0.41% | 1.45% | 0.41% | |
| LOW | D | 0.74% | 1.89% | 0.74% | |
| LYB | F | 0.08% | 0.87% | 0.08% | |
| MET | A | 0.52% | 0.45% | 0.45% | |
| MMC | B | 0.24% | 1.46% | 0.24% | |
| MMM | D | 0.6% | 1.5% | 0.6% | |
| MRK | F | 0.52% | 1.52% | 0.52% | |
| MS | A | 1.07% | 1.54% | 1.07% | |
| NEM | D | 0.28% | 0.43% | 0.28% | |
| NXPI | D | 0.52% | 1.28% | 0.52% | |
| OC | A | 0.21% | 0.36% | 0.21% | |
| OKE | A | 0.77% | 1.74% | 0.77% | |
| ORCL | B | 1.31% | 2.85% | 1.31% | |
| PEP | F | 0.84% | 1.92% | 0.84% | |
| PGR | A | 0.39% | 1.5% | 0.39% | |
| PHM | D | 0.13% | 0.42% | 0.13% | |
| PNC | B | 0.62% | 1.76% | 0.62% | |
| PPG | F | 0.34% | 0.55% | 0.34% | |
| PRU | A | 1.02% | 0.08% | 0.08% | |
| PSA | D | 0.11% | 0.19% | 0.11% | |
| REGN | F | 0.22% | 0.04% | 0.04% | |
| SBUX | A | 0.37% | 1.36% | 0.37% | |
| SOLV | C | 0.11% | 0.41% | 0.11% | |
| SPGI | C | 0.65% | 0.29% | 0.29% | |
| STE | F | 0.3% | 0.02% | 0.02% | |
| STLD | B | 0.11% | 0.54% | 0.11% | |
| SYY | B | 0.09% | 0.16% | 0.09% | |
| TFC | A | 0.24% | 0.17% | 0.17% | |
| TGT | F | 0.43% | 0.17% | 0.17% | |
| TRV | B | 0.46% | 1.54% | 0.46% | |
| TXN | C | 1.47% | 1.97% | 1.47% | |
| UPS | C | 0.32% | 0.93% | 0.32% | |
| URI | B | 0.27% | 0.7% | 0.27% | |
| VZ | C | 0.79% | 1.89% | 0.79% | |
| WDC | D | 0.11% | 0.19% | 0.11% | |
| WELL | A | 0.46% | 1.7% | 0.46% | |
| WTRG | B | 0.21% | 0.02% | 0.02% | |
| WTW | B | 0.14% | 0.68% | 0.14% | |
| ZBH | C | 0.23% | 0.09% | 0.09% |
EVUS Overweight 139 Positions Relative to NULV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 2.9% | |
| JPM | A | 2.81% | |
| UNH | C | 2.04% | |
| XOM | B | 1.54% | |
| PG | A | 1.5% | |
| CVX | A | 1.26% | |
| BRK.A | B | 1.19% | |
| PEG | A | 0.96% | |
| ABBV | D | 0.92% | |
| K | A | 0.89% | |
| HON | B | 0.86% | |
| COP | C | 0.82% | |
| NEE | D | 0.82% | |
| KMI | A | 0.81% | |
| RTX | C | 0.79% | |
| CMI | A | 0.78% | |
| CRH | A | 0.76% | |
| NI | A | 0.67% | |
| ELV | F | 0.65% | |
| PNR | A | 0.63% | |
| MCD | D | 0.63% | |
| QCOM | F | 0.63% | |
| GIS | D | 0.6% | |
| CCI | D | 0.6% | |
| PFE | D | 0.55% | |
| EXPD | D | 0.51% | |
| LIN | D | 0.49% | |
| DLR | B | 0.47% | |
| SYF | B | 0.47% | |
| DFS | B | 0.45% | |
| FERG | B | 0.43% | |
| ZTS | D | 0.43% | |
| CLX | B | 0.43% | |
| EA | A | 0.41% | |
| XYL | D | 0.41% | |
| MU | D | 0.41% | |
| SCHW | B | 0.4% | |
| CARR | D | 0.4% | |
| CHRW | C | 0.4% | |
| NOC | D | 0.4% | |
| CMCSA | B | 0.4% | |
| LKQ | D | 0.39% | |
| OVV | B | 0.39% | |
| NDAQ | A | 0.38% | |
| T | A | 0.38% | |
| CMS | C | 0.38% | |
| FLUT | A | 0.36% | |
| KEYS | A | 0.35% | |
| CBRE | B | 0.35% | |
| HPE | B | 0.35% | |
| ANSS | B | 0.35% | |
| PSX | C | 0.33% | |
| TAP | C | 0.33% | |
| BLK | C | 0.31% | |
| DGX | A | 0.3% | |
| COO | D | 0.3% | |
| DAL | C | 0.3% | |
| PLD | D | 0.3% | |
| HBAN | A | 0.29% | |
| D | C | 0.28% | |
| BBY | D | 0.28% | |
| WFC | A | 0.28% | |
| EIX | B | 0.28% | |
| SLB | C | 0.28% | |
| USB | A | 0.28% | |
| WY | D | 0.26% | |
| KHC | F | 0.26% | |
| NUE | C | 0.25% | |
| PYPL | B | 0.24% | |
| ABT | B | 0.24% | |
| AFL | B | 0.23% | |
| TSCO | D | 0.23% | |
| GEV | B | 0.23% | |
| FBIN | D | 0.23% | |
| VLO | C | 0.23% | |
| LH | C | 0.22% | |
| TRMB | B | 0.2% | |
| AIZ | A | 0.2% | |
| FDS | B | 0.19% | |
| COF | B | 0.18% | |
| TJX | A | 0.18% | |
| CNC | D | 0.18% | |
| STT | A | 0.18% | |
| MRO | B | 0.18% | |
| IEX | B | 0.17% | |
| EQT | B | 0.16% | |
| ACGL | D | 0.16% | |
| DHI | D | 0.16% | |
| NTRS | A | 0.16% | |
| JBHT | C | 0.16% | |
| WMB | A | 0.16% | |
| IP | B | 0.16% | |
| TWLO | A | 0.15% | |
| TFX | F | 0.15% | |
| ALLE | D | 0.15% | |
| MKC | D | 0.14% | |
| HUBB | B | 0.14% | |
| ROK | B | 0.13% | |
| FOX | A | 0.13% | |
| CB | C | 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% | |
| PAYX | C | 0.12% | |
| HII | D | 0.12% | |
| LDOS | C | 0.11% | |
| TMO | F | 0.11% | |
| AZPN | A | 0.11% | |
| GEN | B | 0.11% | |
| JNPR | F | 0.11% | |
| MKTX | D | 0.11% | |
| APD | A | 0.11% | |
| FANG | D | 0.11% | |
| CCK | C | 0.1% | |
| DD | D | 0.1% | |
| NTAP | C | 0.1% | |
| HUM | C | 0.1% | |
| BIIB | F | 0.1% | |
| DOW | F | 0.1% | |
| RMD | C | 0.1% | |
| ITW | B | 0.1% | |
| DOV | A | 0.1% | |
| ICE | C | 0.1% | |
| CAG | D | 0.09% | |
| MDLZ | F | 0.09% | |
| TTC | D | 0.09% | |
| AVTR | F | 0.09% | |
| CVS | D | 0.09% | |
| KMX | B | 0.09% | |
| ULTA | F | 0.09% | |
| AVY | D | 0.09% | |
| STZ | D | 0.09% | |
| GEHC | F | 0.09% | |
| NKE | D | 0.08% | |
| DG | F | 0.06% | |
| DLTR | F | 0.06% |
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
NULV: Top Represented Industries & Keywords
Industries:
Business Services
Drug Manufacturers - Major
Semiconductors
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Farm & Construction Equipment
Specialty Chemicals
Banks - Global
Diagnostics & Research
Diversified Industrials
Engineering & Construction
Farm Products
Home Improvement Stores
Household & Personal Products
Information Technology Services
Insurance - Life
Insurance - Property & Casualty
Insurance Brokers
Integrated Shipping & Logistics
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