IVE vs. ESMV ETF Comparison
Comparison of iShares S&P 500 Value ETF (IVE) to iShares ESG MSCI USA Min Vol Factor ETF (ESMV)
IVE
iShares S&P 500 Value ETF
IVE Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value 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. It seeks to track the investment results of the S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$203.74
Average Daily Volume
513,295
Number of Holdings
*
436
* may have additional holdings in another (foreign) market
ESMV
iShares ESG MSCI USA Min Vol Factor ETF
ESMV Description
iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United StatesGrade (RS Rating)
Last Trade
$29.49
Average Daily Volume
4,983
Number of Holdings
*
150
* may have additional holdings in another (foreign) market
Performance
| Period | IVE | ESMV |
|---|---|---|
| 30 Days | 2.72% | 2.11% |
| 60 Days | 3.94% | 2.84% |
| 90 Days | 6.02% | 4.91% |
| 12 Months | 26.65% | 24.44% |
120 Overlapping Holdings
| Symbol | Grade | Weight in IVE | Weight in ESMV | Overlap | |
|---|---|---|---|---|---|
| ACN | C | 0.48% | 1.33% | 0.48% | |
| ADP | B | 0.35% | 1.43% | 0.35% | |
| ADSK | A | 0.15% | 0.23% | 0.15% | |
| AIZ | A | 0.05% | 0.19% | 0.05% | |
| AJG | B | 0.15% | 0.25% | 0.15% | |
| AKAM | D | 0.03% | 0.3% | 0.03% | |
| AMCR | D | 0.07% | 0.34% | 0.07% | |
| AMGN | D | 0.72% | 1.2% | 0.72% | |
| AON | A | 0.19% | 0.06% | 0.06% | |
| AWK | D | 0.12% | 0.22% | 0.12% | |
| AZO | C | 0.08% | 0.41% | 0.08% | |
| BMY | B | 0.54% | 0.28% | 0.28% | |
| BR | A | 0.05% | 0.31% | 0.05% | |
| CAH | B | 0.14% | 0.08% | 0.08% | |
| CBRE | B | 0.18% | 0.51% | 0.18% | |
| CHD | B | 0.07% | 0.41% | 0.07% | |
| CHRW | C | 0.06% | 0.49% | 0.06% | |
| CI | F | 0.42% | 0.44% | 0.42% | |
| CL | D | 0.22% | 1.21% | 0.22% | |
| CLX | B | 0.1% | 0.34% | 0.1% | |
| CMCSA | B | 0.78% | 0.09% | 0.09% | |
| CME | A | 0.24% | 0.43% | 0.24% | |
| CMS | C | 0.1% | 0.58% | 0.1% | |
| COR | B | 0.2% | 0.77% | 0.2% | |
| CPB | D | 0.04% | 0.33% | 0.04% | |
| CSCO | B | 1.09% | 1.48% | 1.09% | |
| CTSH | B | 0.18% | 0.3% | 0.18% | |
| CVX | A | 1.29% | 0.34% | 0.34% | |
| DGX | A | 0.08% | 0.7% | 0.08% | |
| DPZ | C | 0.04% | 0.13% | 0.04% | |
| EA | A | 0.1% | 1.31% | 0.1% | |
| ECL | D | 0.14% | 0.32% | 0.14% | |
| ED | D | 0.16% | 1.26% | 0.16% | |
| ELV | F | 0.44% | 0.51% | 0.44% | |
| EQIX | A | 0.21% | 0.74% | 0.21% | |
| ES | D | 0.1% | 0.4% | 0.1% | |
| EXC | C | 0.18% | 0.05% | 0.05% | |
| FAST | B | 0.11% | 0.08% | 0.08% | |
| FFIV | B | 0.07% | 0.12% | 0.07% | |
| FI | A | 0.27% | 0.34% | 0.27% | |
| FSLR | F | 0.1% | 0.19% | 0.1% | |
| GEN | B | 0.08% | 0.38% | 0.08% | |
| GILD | C | 0.52% | 1.29% | 0.52% | |
| GIS | D | 0.16% | 1.22% | 0.16% | |
| GWW | B | 0.06% | 1.68% | 0.06% | |
| HD | A | 1.2% | 1.39% | 1.2% | |
| HII | D | 0.04% | 0.06% | 0.04% | |
| HOLX | D | 0.09% | 0.51% | 0.09% | |
| HON | B | 0.7% | 0.69% | 0.69% | |
| HPE | B | 0.13% | 0.75% | 0.13% | |
| HRL | D | 0.04% | 0.35% | 0.04% | |
| HUM | C | 0.16% | 0.31% | 0.16% | |
| IBM | C | 0.89% | 1.66% | 0.89% | |
| ICE | C | 0.42% | 0.39% | 0.39% | |
| INCY | C | 0.06% | 0.26% | 0.06% | |
| INTC | D | 0.49% | 0.34% | 0.34% | |
| JCI | C | 0.26% | 0.24% | 0.24% | |
| JKHY | D | 0.06% | 0.13% | 0.06% | |
| JNJ | D | 1.74% | 0.97% | 0.97% | |
| JNPR | F | 0.06% | 0.45% | 0.06% | |
| K | A | 0.1% | 0.86% | 0.1% | |
| KDP | D | 0.17% | 0.16% | 0.16% | |
| KEYS | A | 0.12% | 0.83% | 0.12% | |
| KHC | F | 0.13% | 0.34% | 0.13% | |
| KMB | D | 0.21% | 0.55% | 0.21% | |
| KO | D | 0.69% | 0.79% | 0.69% | |
| KR | B | 0.18% | 1.09% | 0.18% | |
| LDOS | C | 0.1% | 0.11% | 0.1% | |
| LIN | D | 0.49% | 0.1% | 0.1% | |
| LKQ | D | 0.05% | 0.3% | 0.05% | |
| LOW | D | 0.72% | 0.89% | 0.72% | |
| MA | C | 0.57% | 0.97% | 0.57% | |
| MCD | D | 0.55% | 1.02% | 0.55% | |
| MCK | B | 0.37% | 1.38% | 0.37% | |
| MKC | D | 0.09% | 0.12% | 0.09% | |
| MMC | B | 0.25% | 1.4% | 0.25% | |
| MPC | D | 0.11% | 0.1% | 0.1% | |
| MRK | F | 0.69% | 1.01% | 0.69% | |
| MSI | B | 0.16% | 1.81% | 0.16% | |
| NEE | D | 0.74% | 0.5% | 0.5% | |
| NEM | D | 0.22% | 0.99% | 0.22% | |
| NOC | D | 0.32% | 1.43% | 0.32% | |
| NTAP | C | 0.07% | 0.15% | 0.07% | |
| NXPI | D | 0.07% | 0.32% | 0.07% | |
| OKE | A | 0.11% | 1.24% | 0.11% | |
| OTIS | C | 0.11% | 0.21% | 0.11% | |
| PEG | A | 0.21% | 1.64% | 0.21% | |
| PEP | F | 0.65% | 1.01% | 0.65% | |
| PG | A | 1.14% | 1.06% | 1.06% | |
| PGR | A | 0.35% | 1.33% | 0.35% | |
| PSX | C | 0.26% | 0.32% | 0.26% | |
| PTC | A | 0.04% | 0.78% | 0.04% | |
| REGN | F | 0.15% | 0.65% | 0.15% | |
| ROP | B | 0.16% | 1.31% | 0.16% | |
| RSG | A | 0.09% | 0.18% | 0.09% | |
| RTX | C | 0.74% | 0.43% | 0.43% | |
| SOLV | C | 0.04% | 0.11% | 0.04% | |
| SPGI | C | 0.42% | 1.07% | 0.42% | |
| SRE | A | 0.27% | 0.53% | 0.27% | |
| STX | D | 0.06% | 0.36% | 0.06% | |
| T | A | 0.76% | 0.4% | 0.4% | |
| TJX | A | 0.22% | 0.06% | 0.06% | |
| TMUS | B | 0.54% | 1.65% | 0.54% | |
| TRV | B | 0.28% | 1.64% | 0.28% | |
| TSCO | D | 0.08% | 0.27% | 0.08% | |
| TT | A | 0.13% | 1.23% | 0.13% | |
| TXN | C | 0.54% | 1.39% | 0.54% | |
| ULTA | F | 0.03% | 0.17% | 0.03% | |
| UNH | C | 1.59% | 1.36% | 1.36% | |
| UPS | C | 0.46% | 0.15% | 0.15% | |
| V | A | 0.83% | 1.13% | 0.83% | |
| VLTO | D | 0.12% | 1.01% | 0.12% | |
| VRSN | F | 0.04% | 0.32% | 0.04% | |
| VRTX | F | 0.2% | 1.39% | 0.2% | |
| VZ | C | 0.82% | 1.37% | 0.82% | |
| WM | A | 0.2% | 1.44% | 0.2% | |
| WTW | B | 0.15% | 0.17% | 0.15% | |
| XYL | D | 0.14% | 0.25% | 0.14% | |
| YUM | B | 0.1% | 0.39% | 0.1% | |
| ZTS | D | 0.17% | 0.63% | 0.17% |
IVE Overweight 316 Positions Relative to ESMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 4.04% | |
| JPM | A | 3.28% | |
| XOM | B | 2.49% | |
| WMT | A | 1.72% | |
| BAC | A | 1.48% | |
| WFC | A | 1.19% | |
| COST | B | 1.09% | |
| DIS | B | 0.98% | |
| ABT | B | 0.95% | |
| GS | A | 0.88% | |
| ABBV | D | 0.86% | |
| MS | A | 0.78% | |
| DHR | F | 0.7% | |
| BLK | C | 0.68% | |
| PFE | D | 0.66% | |
| C | A | 0.62% | |
| PM | B | 0.59% | |
| SCHW | B | 0.57% | |
| TMO | F | 0.57% | |
| MDT | D | 0.53% | |
| LMT | D | 0.53% | |
| CB | C | 0.51% | |
| GE | D | 0.51% | |
| MU | D | 0.5% | |
| PLD | D | 0.49% | |
| MO | A | 0.45% | |
| SO | D | 0.45% | |
| DUK | C | 0.41% | |
| PYPL | B | 0.41% | |
| QCOM | F | 0.4% | |
| PNC | B | 0.39% | |
| USB | A | 0.37% | |
| CAT | B | 0.37% | |
| WELL | A | 0.37% | |
| UNP | C | 0.37% | |
| GD | F | 0.35% | |
| EMR | A | 0.34% | |
| TGT | F | 0.33% | |
| APD | A | 0.33% | |
| COF | B | 0.33% | |
| MMM | D | 0.33% | |
| BDX | F | 0.31% | |
| FDX | B | 0.31% | |
| CVS | D | 0.31% | |
| ISRG | A | 0.3% | |
| GM | B | 0.3% | |
| SLB | C | 0.29% | |
| TFC | A | 0.29% | |
| NSC | B | 0.28% | |
| BA | F | 0.27% | |
| BK | A | 0.27% | |
| BSX | B | 0.27% | |
| ETN | A | 0.26% | |
| AFL | B | 0.26% | |
| NKE | D | 0.25% | |
| KMI | A | 0.25% | |
| AMT | D | 0.25% | |
| AEP | D | 0.24% | |
| GEV | B | 0.24% | |
| ALL | A | 0.24% | |
| FIS | C | 0.23% | |
| SYK | C | 0.23% | |
| AXP | A | 0.23% | |
| D | C | 0.23% | |
| AIG | B | 0.23% | |
| MET | A | 0.23% | |
| O | D | 0.23% | |
| CMI | A | 0.23% | |
| MDLZ | F | 0.23% | |
| LHX | C | 0.22% | |
| DE | A | 0.21% | |
| SHW | A | 0.21% | |
| VLO | C | 0.21% | |
| PCG | A | 0.21% | |
| CCI | D | 0.21% | |
| PRU | A | 0.21% | |
| SBUX | A | 0.21% | |
| KVUE | A | 0.21% | |
| ADI | D | 0.2% | |
| WMB | A | 0.2% | |
| BKR | B | 0.2% | |
| F | C | 0.2% | |
| ITW | B | 0.19% | |
| COP | C | 0.19% | |
| APH | A | 0.18% | |
| GEHC | F | 0.18% | |
| CTVA | C | 0.18% | |
| CEG | D | 0.18% | |
| XEL | A | 0.18% | |
| MCO | B | 0.18% | |
| GLW | B | 0.17% | |
| HPQ | B | 0.17% | |
| MTB | A | 0.17% | |
| BX | A | 0.17% | |
| SYY | B | 0.17% | |
| A | D | 0.17% | |
| STZ | D | 0.17% | |
| VICI | C | 0.16% | |
| CTAS | B | 0.16% | |
| HCA | F | 0.16% | |
| OXY | D | 0.16% | |
| CSX | B | 0.16% | |
| DD | D | 0.16% | |
| WAB | B | 0.16% | |
| RMD | C | 0.16% | |
| HIG | B | 0.16% | |
| SPG | B | 0.16% | |
| EXR | D | 0.16% | |
| DOW | F | 0.15% | |
| WEC | A | 0.15% | |
| FITB | A | 0.15% | |
| ETR | B | 0.15% | |
| EIX | B | 0.15% | |
| CARR | D | 0.15% | |
| NDAQ | A | 0.15% | |
| AVB | B | 0.15% | |
| DLR | B | 0.15% | |
| ABNB | C | 0.14% | |
| GPN | B | 0.14% | |
| RJF | A | 0.14% | |
| EBAY | D | 0.14% | |
| UAL | A | 0.14% | |
| CNC | D | 0.14% | |
| PSA | D | 0.14% | |
| FCX | D | 0.14% | |
| TEL | B | 0.13% | |
| PAYX | C | 0.13% | |
| DOV | A | 0.13% | |
| STT | A | 0.13% | |
| PPG | F | 0.13% | |
| PPL | B | 0.12% | |
| DTE | C | 0.12% | |
| EQR | B | 0.12% | |
| EQT | B | 0.12% | |
| ADM | D | 0.12% | |
| SW | A | 0.12% | |
| HBAN | A | 0.12% | |
| EW | C | 0.12% | |
| SYF | B | 0.12% | |
| EOG | A | 0.12% | |
| AMP | A | 0.12% | |
| HAL | C | 0.12% | |
| VTR | C | 0.12% | |
| TROW | B | 0.12% | |
| WY | D | 0.11% | |
| ATO | A | 0.11% | |
| ZBH | C | 0.11% | |
| AME | A | 0.11% | |
| BIIB | F | 0.11% | |
| CINF | A | 0.11% | |
| DVN | F | 0.11% | |
| RF | A | 0.11% | |
| AEE | A | 0.11% | |
| CHTR | C | 0.1% | |
| DFS | B | 0.1% | |
| WDC | D | 0.1% | |
| WBD | C | 0.1% | |
| IQV | D | 0.1% | |
| CFG | B | 0.1% | |
| PKG | A | 0.1% | |
| FE | C | 0.1% | |
| LYB | F | 0.1% | |
| NTRS | A | 0.1% | |
| TDY | B | 0.1% | |
| IFF | D | 0.1% | |
| DAL | C | 0.09% | |
| WRB | A | 0.09% | |
| BBY | D | 0.09% | |
| TSN | B | 0.09% | |
| MAA | B | 0.09% | |
| PFG | D | 0.09% | |
| BALL | D | 0.09% | |
| EFX | F | 0.09% | |
| OMC | C | 0.09% | |
| ORLY | B | 0.09% | |
| NRG | B | 0.09% | |
| INVH | D | 0.09% | |
| HWM | A | 0.09% | |
| ESS | B | 0.09% | |
| LUV | C | 0.09% | |
| LH | C | 0.09% | |
| PH | A | 0.09% | |
| IP | B | 0.09% | |
| ZBRA | B | 0.09% | |
| MSCI | C | 0.09% | |
| CNP | B | 0.09% | |
| EG | C | 0.08% | |
| BAX | D | 0.08% | |
| NI | A | 0.08% | |
| ARE | D | 0.08% | |
| IRM | D | 0.08% | |
| CSGP | D | 0.08% | |
| DG | F | 0.08% | |
| TER | D | 0.08% | |
| KIM | A | 0.08% | |
| ROK | B | 0.08% | |
| GPC | D | 0.08% | |
| IEX | B | 0.08% | |
| TRMB | B | 0.08% | |
| J | F | 0.08% | |
| KEY | B | 0.08% | |
| DELL | C | 0.08% | |
| VRSK | A | 0.08% | |
| LEN | D | 0.08% | |
| NDSN | B | 0.07% | |
| APTV | D | 0.07% | |
| SBAC | D | 0.07% | |
| TTWO | A | 0.07% | |
| EVRG | A | 0.07% | |
| MNST | C | 0.07% | |
| JBHT | C | 0.07% | |
| DOC | D | 0.07% | |
| GRMN | B | 0.07% | |
| EL | F | 0.07% | |
| PWR | A | 0.07% | |
| IDXX | F | 0.07% | |
| L | A | 0.07% | |
| VTRS | A | 0.07% | |
| MTD | D | 0.07% | |
| ON | D | 0.07% | |
| LNT | A | 0.07% | |
| HSY | F | 0.07% | |
| PCAR | B | 0.07% | |
| TXT | D | 0.07% | |
| AVY | D | 0.07% | |
| DXCM | D | 0.06% | |
| EMN | D | 0.06% | |
| UHS | D | 0.06% | |
| MLM | B | 0.06% | |
| REG | B | 0.06% | |
| ALB | C | 0.06% | |
| KMX | B | 0.06% | |
| MRNA | F | 0.06% | |
| ANSS | B | 0.06% | |
| HUBB | B | 0.06% | |
| CPT | B | 0.06% | |
| BG | F | 0.06% | |
| NUE | C | 0.06% | |
| CAG | D | 0.06% | |
| DLTR | F | 0.06% | |
| TPR | B | 0.06% | |
| SWK | D | 0.06% | |
| UDR | B | 0.06% | |
| VMC | B | 0.06% | |
| SWKS | F | 0.06% | |
| WAT | B | 0.06% | |
| RVTY | F | 0.06% | |
| MCHP | D | 0.06% | |
| CDW | F | 0.06% | |
| CRL | C | 0.05% | |
| FDS | B | 0.05% | |
| MKTX | D | 0.05% | |
| GL | B | 0.05% | |
| AES | F | 0.05% | |
| IPG | D | 0.05% | |
| FOXA | B | 0.05% | |
| SNA | A | 0.05% | |
| PNW | B | 0.05% | |
| CTLT | B | 0.05% | |
| TECH | D | 0.05% | |
| EXPD | D | 0.05% | |
| NWSA | B | 0.05% | |
| TAP | C | 0.05% | |
| PODD | C | 0.05% | |
| SJM | D | 0.05% | |
| BXP | D | 0.05% | |
| COO | D | 0.05% | |
| ALLE | D | 0.04% | |
| MRO | B | 0.04% | |
| CBOE | B | 0.04% | |
| MAS | D | 0.04% | |
| BWA | D | 0.04% | |
| MTCH | D | 0.04% | |
| IVZ | B | 0.04% | |
| ROL | B | 0.04% | |
| EPAM | C | 0.04% | |
| HAS | D | 0.04% | |
| MOS | F | 0.04% | |
| FRT | B | 0.04% | |
| HSIC | B | 0.04% | |
| TFX | F | 0.04% | |
| DRI | B | 0.04% | |
| IR | B | 0.04% | |
| STE | F | 0.04% | |
| DAY | B | 0.03% | |
| FOX | A | 0.03% | |
| BRO | B | 0.03% | |
| POOL | C | 0.03% | |
| WBA | F | 0.03% | |
| PAYC | B | 0.03% | |
| QRVO | F | 0.03% | |
| CTRA | B | 0.03% | |
| PARA | C | 0.03% | |
| LVS | C | 0.03% | |
| BEN | C | 0.03% | |
| JBL | B | 0.03% | |
| FMC | D | 0.03% | |
| MOH | F | 0.03% | |
| ALGN | D | 0.03% | |
| CCL | B | 0.03% | |
| CF | B | 0.03% | |
| MHK | D | 0.03% | |
| STLD | B | 0.03% | |
| AOS | F | 0.02% | |
| CZR | F | 0.02% | |
| DVA | B | 0.02% | |
| NWS | B | 0.02% | |
| LW | C | 0.02% | |
| RL | B | 0.02% | |
| ERIE | D | 0.02% | |
| GNRC | B | 0.02% | |
| HST | C | 0.02% | |
| ENPH | F | 0.02% | |
| PNR | A | 0.02% | |
| MGM | D | 0.01% | |
| AMTM | D | 0.01% |
IVE Underweight 30 Positions Relative to ESMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -1.69% | |
| MSFT | F | -1.34% | |
| HES | B | -1.3% | |
| FERG | B | -1.3% | |
| LLY | F | -1.25% | |
| ORCL | B | -1.19% | |
| CDNS | B | -1.11% | |
| ADBE | C | -0.93% | |
| TRGP | B | -0.82% | |
| WDAY | B | -0.77% | |
| HUBS | A | -0.77% | |
| CRH | A | -0.75% | |
| CRM | B | -0.74% | |
| IT | C | -0.72% | |
| FICO | B | -0.54% | |
| AAPL | C | -0.52% | |
| MELI | D | -0.44% | |
| UBER | D | -0.42% | |
| DECK | A | -0.41% | |
| ODFL | B | -0.4% | |
| SNPS | B | -0.33% | |
| CNH | C | -0.31% | |
| ALNY | D | -0.28% | |
| FCNCA | A | -0.24% | |
| GDDY | A | -0.19% | |
| INTU | C | -0.18% | |
| NOW | A | -0.17% | |
| AZPN | A | -0.17% | |
| TEAM | A | -0.14% | |
| KNX | B | -0.07% |
IVE: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Business Services
Diagnostics & Research
Asset Management
Banks - Regional - US
Capital Markets
Packaged Foods
Semiconductors
Drug Manufacturers - Major
Medical Devices
Medical Instruments & Supplies
Aerospace & Defense
Credit Services
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Oil & Gas E&P
REIT - Residential
Software - Application
ESMV: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Packaged Foods
Household & Personal Products
Information Technology Services
Biotechnology
Business Services
Communication Equipment
Health Care Plans
Insurance Brokers
Semiconductors
Software - Infrastructure
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Beverages - Soft Drinks
Diversified Industrials
Industrial Distribution
Medical Distribution
Restaurants
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