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      ILCG vs. EFIV ETF Comparison

      Comparison of iShares Morningstar Growth ETF (ILCG) to SPDR S&P 500 ESG ETF (EFIV)
      ILCG

      iShares Morningstar Growth ETF

      ILCG Description

      The investment seeks to track the investment results of the Morningstar US Large-Mid Cap Broad Growth IndexSM composed of large- and mid-capitalization U.S. equities that exhibit growth 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. The underlying index measures the performance of stocks issued by large- mid capitalization companies that have exhibited above-average “growth” characteristics as determined by Morningstar, Inc. (Morningstar” or the index provider) proprietary index methodology. It is non-diversified.

      Grade (RS Rating)

      Last Trade

      $89.27

      Average Daily Volume

      68,984

      Number of Holdings *

      387

      * may have additional holdings in another (foreign) market
      EFIV

      SPDR S&P 500 ESG ETF

      EFIV Description • Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

      Grade (RS Rating)

      Last Trade

      $57.77

      Average Daily Volume

      109,257

      Number of Holdings *

      313

      * may have additional holdings in another (foreign) market
      Performance
      Period ILCG EFIV
      30 Days 4.86% 2.81%
      60 Days 6.65% 4.79%
      90 Days 8.35% 5.59%
      12 Months 37.30% 30.64%
      168 Overlapping Holdings
      Symbol Grade Weight in ILCG Weight in EFIV Overlap
      A D 0.14% 0.11% 0.11%
      AAPL C 6.31% 9.53% 6.31%
      ACGL D 0.04% 0.11% 0.04%
      ACN C 0.12% 0.65% 0.12%
      ADBE C 0.85% 0.66% 0.66%
      ADP B 0.17% 0.35% 0.17%
      ADSK A 0.25% 0.19% 0.19%
      AJG B 0.08% 0.18% 0.08%
      AKAM D 0.02% 0.04% 0.02%
      ALB C 0.03% 0.04% 0.03%
      ALL A 0.08% 0.15% 0.08%
      ALLE D 0.03% 0.03% 0.03%
      AMAT F 0.21% 0.42% 0.21%
      AMD F 0.87% 0.63% 0.63%
      AME A 0.17% 0.13% 0.13%
      AMP A 0.14% 0.15% 0.14%
      AON A 0.08% 0.23% 0.08%
      APTV D 0.02% 0.04% 0.02%
      ARE D 0.02% 0.05% 0.02%
      AVB B 0.06% 0.09% 0.06%
      AVY D 0.03% 0.05% 0.03%
      AWK D 0.05% 0.07% 0.05%
      AXON A 0.17% 0.12% 0.12%
      AXP A 0.21% 0.45% 0.21%
      BALL D 0.04% 0.05% 0.04%
      BKR B 0.08% 0.12% 0.08%
      BR A 0.1% 0.07% 0.07%
      BSX B 0.24% 0.36% 0.24%
      CARR D 0.14% 0.18% 0.14%
      CAT B 0.17% 0.52% 0.17%
      CBRE B 0.1% 0.11% 0.1%
      CL D 0.09% 0.21% 0.09%
      CMG B 0.31% 0.23% 0.23%
      CMI A 0.13% 0.14% 0.13%
      COR B 0.09% 0.12% 0.09%
      COST B 0.74% 1.15% 0.74%
      CPAY A 0.07% 0.07% 0.07%
      CRL C 0.02% 0.03% 0.02%
      CRM B 1.16% 0.92% 0.92%
      CSGP D 0.11% 0.09% 0.09%
      CTAS B 0.29% 0.21% 0.21%
      CTVA C 0.07% 0.11% 0.07%
      DAL C 0.07% 0.12% 0.07%
      DAY B 0.04% 0.03% 0.03%
      DECK A 0.11% 0.08% 0.08%
      DFS B 0.09% 0.12% 0.09%
      DIS B 0.23% 0.52% 0.23%
      DLR B 0.17% 0.15% 0.15%
      DOV A 0.07% 0.08% 0.07%
      DOW F 0.05% 0.09% 0.05%
      DVA B 0.01% 0.02% 0.01%
      EA A 0.11% 0.11% 0.11%
      EBAY D 0.04% 0.08% 0.04%
      ECL D 0.13% 0.18% 0.13%
      EL F 0.06% 0.04% 0.04%
      EQIX A 0.34% 0.24% 0.24%
      EQR B 0.04% 0.07% 0.04%
      EQT B 0.06% 0.07% 0.06%
      ETN A 0.32% 0.41% 0.32%
      EW C 0.16% 0.11% 0.11%
      EXPE B 0.04% 0.06% 0.04%
      EXR D 0.05% 0.1% 0.05%
      FDS B 0.07% 0.05% 0.05%
      FI A 0.1% 0.34% 0.1%
      FTV C 0.07% 0.07% 0.07%
      GE D 0.4% 0.55% 0.4%
      GOOG C 1.86% 2.42% 1.86%
      GOOGL C 2.07% 2.92% 2.07%
      GPC D 0.03% 0.05% 0.03%
      GPN B 0.04% 0.08% 0.04%
      GWW B 0.2% 0.15% 0.15%
      HAL C 0.06% 0.07% 0.06%
      HES B 0.16% 0.11% 0.11%
      HLT A 0.24% 0.17% 0.17%
      HRL D 0.01% 0.02% 0.01%
      HSY F 0.05% 0.08% 0.05%
      HUBB B 0.09% 0.07% 0.07%
      ICE C 0.06% 0.25% 0.06%
      IDXX F 0.13% 0.1% 0.1%
      IEX B 0.07% 0.05% 0.05%
      INCY C 0.02% 0.04% 0.02%
      IR B 0.16% 0.12% 0.12%
      IRM D 0.07% 0.09% 0.07%
      JBHT C 0.04% 0.04% 0.04%
      JCI C 0.13% 0.16% 0.13%
      JKHY D 0.05% 0.04% 0.04%
      KDP D 0.05% 0.11% 0.05%
      KIM A 0.05% 0.05% 0.05%
      KLAC D 0.12% 0.24% 0.12%
      KMX B 0.02% 0.03% 0.02%
      LIN D 0.15% 0.61% 0.15%
      LLY F 2.38% 1.79% 1.79%
      LRCX F 0.14% 0.27% 0.14%
      LULU C 0.13% 0.1% 0.1%
      LVS C 0.08% 0.05% 0.05%
      LW C 0.04% 0.03% 0.03%
      MA C 1.64% 1.2% 1.2%
      MAR B 0.04% 0.19% 0.04%
      MAS D 0.03% 0.05% 0.03%
      MCD D 0.17% 0.59% 0.17%
      MCO B 0.16% 0.21% 0.16%
      MGM D 0.02% 0.02% 0.02%
      MKC D 0.04% 0.05% 0.04%
      MMC B 0.11% 0.31% 0.11%
      MRK F 0.34% 0.7% 0.34%
      MRNA F 0.02% 0.04% 0.02%
      MSCI C 0.18% 0.14% 0.14%
      MSFT F 11.98% 8.8% 8.8%
      MTD D 0.1% 0.07% 0.07%
      NDAQ A 0.05% 0.09% 0.05%
      NEM D 0.11% 0.13% 0.11%
      NKE D 0.08% 0.26% 0.08%
      NVDA C 13.45% 10.02% 10.02%
      ON D 0.04% 0.08% 0.04%
      OTIS C 0.09% 0.11% 0.09%
      PAYX C 0.18% 0.13% 0.13%
      PH A 0.15% 0.25% 0.15%
      PHM D 0.04% 0.07% 0.04%
      PLD D 0.11% 0.3% 0.11%
      PNR A 0.05% 0.05% 0.05%
      POOL C 0.03% 0.04% 0.03%
      PPG F 0.04% 0.08% 0.04%
      PSA D 0.1% 0.15% 0.1%
      PWR A 0.19% 0.13% 0.13%
      RCL A 0.15% 0.15% 0.15%
      REG B 0.02% 0.03% 0.02%
      RJF A 0.07% 0.08% 0.07%
      RMD C 0.14% 0.1% 0.1%
      ROK B 0.12% 0.09% 0.09%
      ROST C 0.18% 0.13% 0.13%
      RSG A 0.05% 0.12% 0.05%
      RVTY F 0.02% 0.04% 0.02%
      SBAC D 0.09% 0.06% 0.06%
      SBUX A 0.15% 0.32% 0.15%
      SHW A 0.11% 0.25% 0.11%
      SLB C 0.04% 0.17% 0.04%
      SPGI C 0.26% 0.45% 0.26%
      SWK D 0.02% 0.04% 0.02%
      SYK C 0.21% 0.37% 0.21%
      SYY B 0.14% 0.11% 0.11%
      TFX F 0.01% 0.03% 0.01%
      TJX A 0.14% 0.38% 0.14%
      TMUS B 0.09% 0.33% 0.09%
      TRGP B 0.07% 0.12% 0.07%
      TRV B 0.1% 0.16% 0.1%
      TSCO D 0.08% 0.08% 0.08%
      TSLA B 3.71% 2.55% 2.55%
      TSN B 0.03% 0.05% 0.03%
      TT A 0.19% 0.26% 0.19%
      TTWO A 0.12% 0.08% 0.08%
      UBER D 0.54% 0.42% 0.42%
      UDR B 0.03% 0.04% 0.03%
      ULTA F 0.03% 0.05% 0.03%
      UNH C 0.28% 1.56% 0.28%
      URI B 0.1% 0.16% 0.1%
      V A 2.01% 1.44% 1.44%
      VRSK A 0.16% 0.11% 0.11%
      VTR C 0.03% 0.07% 0.03%
      WAB B 0.13% 0.1% 0.1%
      WAT B 0.05% 0.06% 0.05%
      WELL A 0.12% 0.22% 0.12%
      WM A 0.09% 0.23% 0.09%
      WTW B 0.06% 0.09% 0.06%
      WYNN D 0.03% 0.02% 0.02%
      XYL D 0.11% 0.08% 0.08%
      YUM B 0.14% 0.11% 0.11%
      ZBH C 0.04% 0.06% 0.04%
      ZTS D 0.14% 0.22% 0.14%
      ILCG Overweight 219 Positions Relative to EFIV
      Symbol Grade Weight
      AMZN C 7.48%
      META D 2.69%
      AVGO D 1.63%
      NFLX A 1.44%
      NOW A 0.81%
      ISRG A 0.73%
      INTU C 0.7%
      PANW C 0.48%
      PLTR B 0.48%
      ANET C 0.37%
      MELI D 0.36%
      ORCL B 0.33%
      SNPS B 0.32%
      PGR A 0.31%
      CRWD B 0.31%
      CDNS B 0.31%
      MRVL B 0.3%
      TDG D 0.27%
      APP B 0.26%
      COIN C 0.25%
      BX A 0.24%
      FTNT C 0.23%
      ABNB C 0.22%
      FICO B 0.22%
      BKNG A 0.22%
      TTD B 0.21%
      DASH A 0.21%
      WDAY B 0.21%
      VRT B 0.2%
      SQ B 0.2%
      VRTX F 0.2%
      AZO C 0.2%
      GEV B 0.19%
      CPRT A 0.19%
      MSTR C 0.18%
      FAST B 0.18%
      HWM A 0.18%
      APH A 0.18%
      SNOW C 0.16%
      MNST C 0.15%
      TEAM A 0.15%
      DDOG A 0.15%
      IT C 0.15%
      ODFL B 0.15%
      MLM B 0.14%
      VMC B 0.14%
      HUBS A 0.13%
      EFX F 0.12%
      VEEV C 0.12%
      VST B 0.12%
      ARES A 0.12%
      MPWR F 0.11%
      RBLX C 0.11%
      CHD B 0.11%
      TPL A 0.11%
      FCNCA A 0.11%
      KKR A 0.11%
      TMO F 0.11%
      NET B 0.11%
      ALNY D 0.11%
      ANSS B 0.11%
      DXCM D 0.11%
      GDDY A 0.1%
      TYL B 0.1%
      ROP B 0.1%
      BRO B 0.1%
      MSI B 0.1%
      WST C 0.09%
      IQV D 0.09%
      PTC A 0.09%
      CDW F 0.09%
      LPLA A 0.09%
      TEL B 0.09%
      MCK B 0.09%
      EME C 0.09%
      INVH D 0.08%
      IBKR A 0.08%
      NTRA B 0.08%
      LII A 0.08%
      LYV A 0.08%
      CSL C 0.08%
      MDB C 0.08%
      GRMN B 0.08%
      STZ D 0.08%
      D C 0.08%
      STE F 0.08%
      ILMN D 0.08%
      ORLY B 0.07%
      FIX A 0.07%
      FWONK B 0.07%
      BURL A 0.07%
      ADI D 0.07%
      HOOD B 0.07%
      PODD C 0.07%
      WSO A 0.07%
      ZS C 0.07%
      TRU D 0.07%
      PCG A 0.07%
      CPNG D 0.07%
      APO B 0.07%
      FSLR F 0.07%
      VLTO D 0.06%
      ROL B 0.06%
      GEHC F 0.06%
      MCHP D 0.06%
      GGG B 0.06%
      ZBRA B 0.06%
      DPZ C 0.06%
      LNG B 0.06%
      PSTG D 0.06%
      VRSN F 0.06%
      DELL C 0.06%
      TW A 0.06%
      SUI D 0.06%
      DD D 0.06%
      DOCU A 0.06%
      KMB D 0.06%
      TWLO A 0.06%
      HEI B 0.06%
      MANH D 0.06%
      NTNX A 0.06%
      O D 0.06%
      TDY B 0.05%
      NBIX C 0.05%
      OKTA C 0.05%
      AMH D 0.05%
      KEYS A 0.05%
      NVT B 0.05%
      CLH B 0.05%
      NDSN B 0.05%
      PFGC B 0.05%
      NTAP C 0.05%
      CLX B 0.05%
      BAH F 0.05%
      MKL A 0.05%
      SAIA B 0.05%
      SMCI F 0.05%
      COO D 0.05%
      DT C 0.05%
      ACM A 0.04%
      WMS D 0.04%
      ENTG D 0.04%
      ESS B 0.04%
      MOH F 0.04%
      DRI B 0.04%
      SRPT D 0.04%
      CHDN B 0.04%
      WING D 0.04%
      EXAS D 0.04%
      PINS D 0.04%
      BLDR D 0.04%
      TECH D 0.04%
      ERIE D 0.04%
      FND C 0.04%
      CASY A 0.04%
      WRB A 0.04%
      TTEK F 0.04%
      WSM B 0.04%
      ALGN D 0.04%
      PAYC B 0.04%
      J F 0.04%
      XPO B 0.04%
      DKNG B 0.04%
      SNAP C 0.04%
      TRMB B 0.04%
      RPM A 0.04%
      HEI B 0.04%
      LECO B 0.04%
      BMRN D 0.04%
      BLD D 0.03%
      EPAM C 0.03%
      AZPN A 0.03%
      SCI B 0.03%
      NRG B 0.03%
      MAA B 0.03%
      CMS C 0.03%
      TXT D 0.03%
      TER D 0.03%
      USFD A 0.03%
      AVTR F 0.03%
      JBL B 0.03%
      CTRA B 0.03%
      ELS C 0.03%
      MEDP D 0.03%
      CNM D 0.03%
      ENPH F 0.03%
      LUV C 0.03%
      LDOS C 0.03%
      GEN B 0.03%
      MORN B 0.03%
      CINF A 0.03%
      AFG A 0.02%
      CCK C 0.02%
      CELH F 0.02%
      CE F 0.02%
      BRKR D 0.02%
      HII D 0.02%
      BJ A 0.02%
      FLEX A 0.02%
      DKS C 0.02%
      UHS D 0.02%
      CPT B 0.02%
      TOL B 0.02%
      FFIV B 0.02%
      U C 0.02%
      DLTR F 0.02%
      PCOR B 0.02%
      AOS F 0.02%
      BSY D 0.02%
      SNA A 0.02%
      RRX B 0.02%
      FWONA B 0.01%
      WLK D 0.01%
      COTY F 0.01%
      ALAB B 0.01%
      UHAL D 0.01%
      WTRG B 0.01%
      QRVO F 0.01%
      UHAL D 0.0%
      ILCG Underweight 145 Positions Relative to EFIV
      Symbol Grade Weight
      JPM A -1.91%
      XOM B -1.5%
      HD A -1.13%
      PG A -1.09%
      WMT A -1.03%
      BAC A -0.86%
      ABBV D -0.84%
      CVX A -0.75%
      KO D -0.68%
      CSCO B -0.66%
      PEP F -0.63%
      ABT B -0.56%
      GS A -0.52%
      QCOM F -0.5%
      CMCSA B -0.47%
      MS A -0.46%
      T A -0.45%
      AMGN D -0.45%
      LOW D -0.43%
      DHR F -0.43%
      NEE D -0.42%
      UNP C -0.41%
      BLK C -0.4%
      C A -0.37%
      SCHW B -0.33%
      BMY B -0.33%
      GILD C -0.32%
      MU D -0.31%
      MDT D -0.31%
      INTC D -0.3%
      CB C -0.3%
      DE A -0.28%
      ELV F -0.27%
      UPS C -0.27%
      CI F -0.26%
      MDLZ F -0.25%
      PYPL B -0.25%
      AMT D -0.25%
      REGN F -0.24%
      CME A -0.23%
      PNC B -0.23%
      USB A -0.22%
      ITW B -0.21%
      EMR A -0.21%
      CSX B -0.2%
      COF B -0.2%
      TGT F -0.2%
      BDX F -0.19%
      WMB A -0.19%
      CVS D -0.19%
      APD A -0.19%
      OKE A -0.18%
      GM B -0.18%
      NSC B -0.17%
      PCAR B -0.17%
      FCX D -0.17%
      TFC A -0.17%
      AFL B -0.16%
      BK A -0.16%
      SRE A -0.16%
      MPC D -0.15%
      PSX C -0.15%
      FIS C -0.14%
      AIG B -0.14%
      KMI A -0.14%
      DHI D -0.13%
      MET A -0.13%
      PEG A -0.12%
      VLO C -0.12%
      PRU A -0.12%
      EXC C -0.11%
      KR B -0.11%
      HIG B -0.1%
      OXY D -0.1%
      HUM C -0.1%
      MTB A -0.1%
      HPQ B -0.1%
      GIS D -0.1%
      CNC D -0.09%
      CAH B -0.09%
      ETR B -0.09%
      EIX B -0.09%
      FITB A -0.09%
      ED D -0.09%
      FANG D -0.09%
      KHC F -0.08%
      STT A -0.08%
      HPE B -0.08%
      RF A -0.07%
      BIIB F -0.07%
      DVN F -0.07%
      CCL B -0.07%
      ADM D -0.07%
      SW A -0.07%
      HBAN A -0.07%
      SYF B -0.07%
      TROW B -0.07%
      OMC C -0.06%
      CBOE B -0.06%
      WDC D -0.06%
      CFG B -0.06%
      NTRS A -0.06%
      LYB F -0.06%
      ES D -0.06%
      K A -0.06%
      WY D -0.06%
      IFF D -0.06%
      BAX D -0.05%
      KEY B -0.05%
      BBY D -0.05%
      DGX A -0.05%
      HOLX D -0.05%
      PFG D -0.05%
      CHRW C -0.04%
      CAG D -0.04%
      AMCR D -0.04%
      DOC D -0.04%
      CF B -0.04%
      EG C -0.04%
      GL B -0.03%
      MKTX D -0.03%
      LKQ D -0.03%
      NWSA B -0.03%
      IPG D -0.03%
      AIZ A -0.03%
      TAP C -0.03%
      BXP D -0.03%
      SJM D -0.03%
      TPR B -0.03%
      NCLH B -0.03%
      HST C -0.03%
      WBA F -0.02%
      PARA C -0.02%
      BEN C -0.02%
      FMC D -0.02%
      MHK D -0.02%
      BWA D -0.02%
      IVZ B -0.02%
      RL B -0.02%
      HAS D -0.02%
      MOS F -0.02%
      CZR F -0.02%
      FRT B -0.02%
      CPB D -0.02%
      NWS B -0.01%

      ILCG: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Business Services Diagnostics & Research Specialty Retail REIT - Residential Semiconductors Software - Infrastructure Biotechnology Capital Markets Specialty Chemicals Engineering & Construction Insurance - Property & Casualty Internet Content & Information Restaurants Household & Personal Products Insurance Brokers Medical Devices Medical Instruments & Supplies Semiconductor Equipment & Materials
      Keywords: S&P 500 Nasdaq 100 Computing Electronics Aerospace Cloud Computing IBD 50 Insurance Real Estate Investment Trust Semiconductor Chemical Dow Jones Component Mining Mobile Devices Beverage Cloud Infrastructure Natural Gas Software As A Service Medicine Software

      EFIV: Top Represented Industries & Keywords

      Industries: Business Services Diversified Industrials Banks - Regional - US Capital Markets Packaged Foods Asset Management Diagnostics & Research Credit Services Drug Manufacturers - Major Specialty Chemicals Health Care Plans Leisure Medical Devices Software - Application Insurance - Life Medical Instruments & Supplies Oil & Gas E&P Semiconductors Specialty Retail Agricultural Inputs
      Keywords: S&P 500 Nasdaq 100 Insurance Dow Jones Component Natural Gas Bank Banking Medicine Real Estate Investment Trust Chemical Investment Bank Computing Insurance Products Mining Petroleum Industry Disability Beverage Cash Management Electronics Financial Products
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