IVE vs. SUSA ETF Comparison
Comparison of iShares S&P 500 Value ETF (IVE) to iShares MSCI USA ESG Select ETF (SUSA)
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
SUSA
iShares MSCI USA ESG Select ETF
SUSA Description
iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.Grade (RS Rating)
Last Trade
$124.71
Average Daily Volume
60,399
Number of Holdings
*
175
* may have additional holdings in another (foreign) market
Performance
| Period | IVE | SUSA |
|---|---|---|
| 30 Days | 2.72% | 4.04% |
| 60 Days | 3.94% | 4.55% |
| 90 Days | 6.02% | 6.30% |
| 12 Months | 26.65% | 32.95% |
126 Overlapping Holdings
| Symbol | Grade | Weight in IVE | Weight in SUSA | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.17% | 0.37% | 0.17% | |
| ACN | C | 0.48% | 0.67% | 0.48% | |
| ADP | B | 0.35% | 1.29% | 0.35% | |
| ADSK | A | 0.15% | 0.84% | 0.15% | |
| AKAM | D | 0.03% | 0.08% | 0.03% | |
| AMGN | D | 0.72% | 0.66% | 0.66% | |
| AMT | D | 0.25% | 0.36% | 0.25% | |
| ANSS | B | 0.06% | 0.24% | 0.06% | |
| APTV | D | 0.07% | 0.1% | 0.07% | |
| AXP | A | 0.23% | 1.02% | 0.23% | |
| BALL | D | 0.09% | 0.14% | 0.09% | |
| BBY | D | 0.09% | 0.39% | 0.09% | |
| BG | F | 0.06% | 0.45% | 0.06% | |
| BIIB | F | 0.11% | 0.08% | 0.08% | |
| BK | A | 0.27% | 0.67% | 0.27% | |
| BKR | B | 0.2% | 0.51% | 0.2% | |
| BR | A | 0.05% | 0.54% | 0.05% | |
| CARR | D | 0.15% | 0.21% | 0.15% | |
| CAT | B | 0.37% | 0.13% | 0.13% | |
| CBRE | B | 0.18% | 0.42% | 0.18% | |
| CCI | D | 0.21% | 0.58% | 0.21% | |
| CHD | B | 0.07% | 0.22% | 0.07% | |
| CHRW | C | 0.06% | 0.57% | 0.06% | |
| CLX | B | 0.1% | 0.58% | 0.1% | |
| CMI | A | 0.23% | 0.67% | 0.23% | |
| COO | D | 0.05% | 0.2% | 0.05% | |
| COST | B | 1.09% | 0.57% | 0.57% | |
| CSCO | B | 1.09% | 0.73% | 0.73% | |
| DGX | A | 0.08% | 0.45% | 0.08% | |
| DHR | F | 0.7% | 0.6% | 0.6% | |
| DIS | B | 0.98% | 0.62% | 0.62% | |
| DVA | B | 0.02% | 0.27% | 0.02% | |
| DXCM | D | 0.06% | 0.1% | 0.06% | |
| EA | A | 0.1% | 0.72% | 0.1% | |
| ECL | D | 0.14% | 1.3% | 0.14% | |
| ED | D | 0.16% | 0.27% | 0.16% | |
| ELV | F | 0.44% | 0.52% | 0.44% | |
| EQIX | A | 0.21% | 0.58% | 0.21% | |
| ES | D | 0.1% | 0.4% | 0.1% | |
| EW | C | 0.12% | 0.34% | 0.12% | |
| EXPD | D | 0.05% | 0.77% | 0.05% | |
| FDS | B | 0.05% | 0.16% | 0.05% | |
| FIS | C | 0.23% | 0.27% | 0.23% | |
| FSLR | F | 0.1% | 0.13% | 0.1% | |
| GE | D | 0.51% | 0.59% | 0.51% | |
| GILD | C | 0.52% | 1.14% | 0.52% | |
| GIS | D | 0.16% | 0.74% | 0.16% | |
| GWW | B | 0.06% | 0.78% | 0.06% | |
| HBAN | A | 0.12% | 0.41% | 0.12% | |
| HCA | F | 0.16% | 0.23% | 0.16% | |
| HD | A | 1.2% | 1.68% | 1.2% | |
| HOLX | D | 0.09% | 0.19% | 0.09% | |
| HPE | B | 0.13% | 0.65% | 0.13% | |
| HPQ | B | 0.17% | 0.21% | 0.17% | |
| HUM | C | 0.16% | 0.08% | 0.08% | |
| IBM | C | 0.89% | 0.76% | 0.76% | |
| IDXX | F | 0.07% | 0.44% | 0.07% | |
| IFF | D | 0.1% | 0.15% | 0.1% | |
| INTC | D | 0.49% | 0.39% | 0.39% | |
| IPG | D | 0.05% | 0.11% | 0.05% | |
| IRM | D | 0.08% | 0.21% | 0.08% | |
| JCI | C | 0.26% | 0.3% | 0.26% | |
| K | A | 0.1% | 1.38% | 0.1% | |
| KDP | D | 0.17% | 0.13% | 0.13% | |
| KEYS | A | 0.12% | 0.34% | 0.12% | |
| KHC | F | 0.13% | 0.08% | 0.08% | |
| KMB | D | 0.21% | 0.41% | 0.21% | |
| KO | D | 0.69% | 1.62% | 0.69% | |
| KR | B | 0.18% | 0.2% | 0.18% | |
| LH | C | 0.09% | 0.18% | 0.09% | |
| LIN | D | 0.49% | 0.09% | 0.09% | |
| LKQ | D | 0.05% | 0.49% | 0.05% | |
| LOW | D | 0.72% | 0.72% | 0.72% | |
| MA | C | 0.57% | 0.95% | 0.57% | |
| MCO | B | 0.18% | 0.54% | 0.18% | |
| MKC | D | 0.09% | 0.12% | 0.09% | |
| MMC | B | 0.25% | 0.29% | 0.25% | |
| MMM | D | 0.33% | 0.77% | 0.33% | |
| MOH | F | 0.03% | 0.18% | 0.03% | |
| MRK | F | 0.69% | 0.51% | 0.51% | |
| MS | A | 0.78% | 1.12% | 0.78% | |
| MTD | D | 0.07% | 0.12% | 0.07% | |
| MU | D | 0.5% | 0.26% | 0.26% | |
| NDAQ | A | 0.15% | 0.26% | 0.15% | |
| NEM | D | 0.22% | 0.18% | 0.18% | |
| NI | A | 0.08% | 0.11% | 0.08% | |
| NTRS | A | 0.1% | 0.18% | 0.1% | |
| NUE | C | 0.06% | 0.11% | 0.06% | |
| NXPI | D | 0.07% | 0.44% | 0.07% | |
| OKE | A | 0.11% | 1.53% | 0.11% | |
| PEP | F | 0.65% | 0.81% | 0.65% | |
| PG | A | 1.14% | 0.46% | 0.46% | |
| PGR | A | 0.35% | 0.69% | 0.35% | |
| PNC | B | 0.39% | 0.29% | 0.29% | |
| PNR | A | 0.02% | 0.92% | 0.02% | |
| PPG | F | 0.13% | 0.09% | 0.09% | |
| PRU | A | 0.21% | 0.8% | 0.21% | |
| PTC | A | 0.04% | 0.13% | 0.04% | |
| PWR | A | 0.07% | 0.12% | 0.07% | |
| QCOM | F | 0.4% | 0.29% | 0.29% | |
| REGN | F | 0.15% | 0.08% | 0.08% | |
| SLB | C | 0.29% | 0.34% | 0.29% | |
| SOLV | C | 0.04% | 0.11% | 0.04% | |
| SPGI | C | 0.42% | 0.59% | 0.42% | |
| STE | F | 0.04% | 0.28% | 0.04% | |
| STT | A | 0.13% | 0.13% | 0.13% | |
| STX | D | 0.06% | 0.1% | 0.06% | |
| SYF | B | 0.12% | 0.19% | 0.12% | |
| TFC | A | 0.29% | 0.11% | 0.11% | |
| TGT | F | 0.33% | 0.27% | 0.27% | |
| TRMB | B | 0.08% | 0.25% | 0.08% | |
| TRV | B | 0.28% | 0.45% | 0.28% | |
| TSCO | D | 0.08% | 0.25% | 0.08% | |
| TT | A | 0.13% | 1.5% | 0.13% | |
| TXN | C | 0.54% | 1.28% | 0.54% | |
| V | A | 0.83% | 0.99% | 0.83% | |
| VLO | C | 0.21% | 0.28% | 0.21% | |
| VLTO | D | 0.12% | 0.47% | 0.12% | |
| VRTX | F | 0.2% | 0.35% | 0.2% | |
| VZ | C | 0.82% | 0.5% | 0.5% | |
| WAT | B | 0.06% | 0.4% | 0.06% | |
| WDC | D | 0.1% | 0.1% | 0.1% | |
| WELL | A | 0.37% | 0.29% | 0.29% | |
| XYL | D | 0.14% | 0.51% | 0.14% | |
| ZBH | C | 0.11% | 0.22% | 0.11% | |
| ZTS | D | 0.17% | 0.8% | 0.17% |
IVE Overweight 310 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | 4.04% | |
| JPM | A | 3.28% | |
| XOM | B | 2.49% | |
| JNJ | D | 1.74% | |
| WMT | A | 1.72% | |
| UNH | C | 1.59% | |
| BAC | A | 1.48% | |
| CVX | A | 1.29% | |
| WFC | A | 1.19% | |
| ABT | B | 0.95% | |
| GS | A | 0.88% | |
| ABBV | D | 0.86% | |
| CMCSA | B | 0.78% | |
| T | A | 0.76% | |
| NEE | D | 0.74% | |
| RTX | C | 0.74% | |
| HON | B | 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% | |
| MCD | D | 0.55% | |
| BMY | B | 0.54% | |
| TMUS | B | 0.54% | |
| MDT | D | 0.53% | |
| LMT | D | 0.53% | |
| CB | C | 0.51% | |
| PLD | D | 0.49% | |
| UPS | C | 0.46% | |
| MO | A | 0.45% | |
| SO | D | 0.45% | |
| ICE | C | 0.42% | |
| CI | F | 0.42% | |
| DUK | C | 0.41% | |
| PYPL | B | 0.41% | |
| USB | A | 0.37% | |
| MCK | B | 0.37% | |
| UNP | C | 0.37% | |
| GD | F | 0.35% | |
| EMR | A | 0.34% | |
| APD | A | 0.33% | |
| COF | B | 0.33% | |
| NOC | D | 0.32% | |
| BDX | F | 0.31% | |
| FDX | B | 0.31% | |
| CVS | D | 0.31% | |
| ISRG | A | 0.3% | |
| GM | B | 0.3% | |
| NSC | B | 0.28% | |
| BA | F | 0.27% | |
| BSX | B | 0.27% | |
| FI | A | 0.27% | |
| SRE | A | 0.27% | |
| ETN | A | 0.26% | |
| PSX | C | 0.26% | |
| AFL | B | 0.26% | |
| NKE | D | 0.25% | |
| KMI | A | 0.25% | |
| AEP | D | 0.24% | |
| GEV | B | 0.24% | |
| CME | A | 0.24% | |
| ALL | A | 0.24% | |
| SYK | C | 0.23% | |
| D | C | 0.23% | |
| AIG | B | 0.23% | |
| MET | A | 0.23% | |
| O | D | 0.23% | |
| MDLZ | F | 0.23% | |
| CL | D | 0.22% | |
| LHX | C | 0.22% | |
| TJX | A | 0.22% | |
| DE | A | 0.21% | |
| SHW | A | 0.21% | |
| PEG | A | 0.21% | |
| PCG | A | 0.21% | |
| SBUX | A | 0.21% | |
| KVUE | A | 0.21% | |
| COR | B | 0.2% | |
| ADI | D | 0.2% | |
| WMB | A | 0.2% | |
| WM | A | 0.2% | |
| F | C | 0.2% | |
| ITW | B | 0.19% | |
| AON | A | 0.19% | |
| COP | C | 0.19% | |
| APH | A | 0.18% | |
| GEHC | F | 0.18% | |
| CTVA | C | 0.18% | |
| CTSH | B | 0.18% | |
| CEG | D | 0.18% | |
| XEL | A | 0.18% | |
| EXC | C | 0.18% | |
| GLW | B | 0.17% | |
| MTB | A | 0.17% | |
| BX | A | 0.17% | |
| SYY | B | 0.17% | |
| STZ | D | 0.17% | |
| VICI | C | 0.16% | |
| CTAS | B | 0.16% | |
| ROP | B | 0.16% | |
| OXY | D | 0.16% | |
| CSX | B | 0.16% | |
| DD | D | 0.16% | |
| WAB | B | 0.16% | |
| MSI | 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% | |
| AJG | B | 0.15% | |
| WTW | B | 0.15% | |
| FITB | A | 0.15% | |
| ETR | B | 0.15% | |
| EIX | B | 0.15% | |
| AVB | B | 0.15% | |
| DLR | B | 0.15% | |
| CAH | B | 0.14% | |
| 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% | |
| PPL | B | 0.12% | |
| DTE | C | 0.12% | |
| EQR | B | 0.12% | |
| EQT | B | 0.12% | |
| ADM | D | 0.12% | |
| SW | A | 0.12% | |
| EOG | A | 0.12% | |
| AMP | A | 0.12% | |
| HAL | C | 0.12% | |
| AWK | D | 0.12% | |
| VTR | C | 0.12% | |
| TROW | B | 0.12% | |
| WY | D | 0.11% | |
| ATO | A | 0.11% | |
| AME | A | 0.11% | |
| FAST | B | 0.11% | |
| MPC | D | 0.11% | |
| CINF | A | 0.11% | |
| DVN | F | 0.11% | |
| OTIS | C | 0.11% | |
| RF | A | 0.11% | |
| AEE | A | 0.11% | |
| YUM | B | 0.1% | |
| CMS | C | 0.1% | |
| CHTR | C | 0.1% | |
| DFS | B | 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% | |
| LDOS | C | 0.1% | |
| TDY | B | 0.1% | |
| DAL | C | 0.09% | |
| WRB | A | 0.09% | |
| RSG | A | 0.09% | |
| TSN | B | 0.09% | |
| MAA | B | 0.09% | |
| PFG | 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% | |
| PH | A | 0.09% | |
| IP | B | 0.09% | |
| ZBRA | B | 0.09% | |
| MSCI | C | 0.09% | |
| CNP | B | 0.09% | |
| EG | C | 0.08% | |
| GEN | B | 0.08% | |
| BAX | D | 0.08% | |
| ARE | D | 0.08% | |
| AZO | C | 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% | |
| J | F | 0.08% | |
| KEY | B | 0.08% | |
| DELL | C | 0.08% | |
| VRSK | A | 0.08% | |
| LEN | D | 0.08% | |
| NDSN | B | 0.07% | |
| FFIV | B | 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% | |
| AMCR | D | 0.07% | |
| EL | F | 0.07% | |
| NTAP | C | 0.07% | |
| L | A | 0.07% | |
| VTRS | A | 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% | |
| EMN | D | 0.06% | |
| UHS | D | 0.06% | |
| JNPR | F | 0.06% | |
| MLM | B | 0.06% | |
| REG | B | 0.06% | |
| ALB | C | 0.06% | |
| INCY | C | 0.06% | |
| KMX | B | 0.06% | |
| MRNA | F | 0.06% | |
| JKHY | D | 0.06% | |
| HUBB | B | 0.06% | |
| CPT | B | 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% | |
| RVTY | F | 0.06% | |
| MCHP | D | 0.06% | |
| CDW | F | 0.06% | |
| CRL | C | 0.05% | |
| MKTX | D | 0.05% | |
| GL | B | 0.05% | |
| AES | F | 0.05% | |
| FOXA | B | 0.05% | |
| SNA | A | 0.05% | |
| PNW | B | 0.05% | |
| CTLT | B | 0.05% | |
| TECH | D | 0.05% | |
| NWSA | B | 0.05% | |
| TAP | C | 0.05% | |
| PODD | C | 0.05% | |
| AIZ | A | 0.05% | |
| SJM | D | 0.05% | |
| BXP | D | 0.05% | |
| ALLE | D | 0.04% | |
| MRO | B | 0.04% | |
| CBOE | B | 0.04% | |
| HII | D | 0.04% | |
| MAS | D | 0.04% | |
| BWA | D | 0.04% | |
| VRSN | F | 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% | |
| HRL | D | 0.04% | |
| CPB | D | 0.04% | |
| FRT | B | 0.04% | |
| HSIC | B | 0.04% | |
| TFX | F | 0.04% | |
| DPZ | C | 0.04% | |
| DRI | B | 0.04% | |
| IR | B | 0.04% | |
| DAY | B | 0.03% | |
| FOX | A | 0.03% | |
| BRO | B | 0.03% | |
| POOL | C | 0.03% | |
| ULTA | F | 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% | |
| 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% | |
| 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% | |
| MGM | D | 0.01% | |
| AMTM | D | 0.01% |
IVE Underweight 49 Positions Relative to SUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -5.47% | |
| AAPL | C | -4.77% | |
| MSFT | F | -4.66% | |
| GOOGL | C | -2.0% | |
| GOOG | C | -1.91% | |
| TSLA | B | -1.8% | |
| AVGO | D | -1.56% | |
| LLY | F | -1.31% | |
| CRH | A | -1.19% | |
| CRM | B | -1.18% | |
| INTU | C | -1.06% | |
| ADBE | C | -1.02% | |
| NOW | A | -0.91% | |
| LNG | B | -0.85% | |
| AMAT | F | -0.81% | |
| TRGP | B | -0.78% | |
| DECK | A | -0.74% | |
| CDNS | B | -0.71% | |
| FERG | B | -0.63% | |
| AMD | F | -0.55% | |
| WDAY | B | -0.51% | |
| NFLX | A | -0.49% | |
| AXON | A | -0.48% | |
| LRCX | F | -0.46% | |
| LII | A | -0.44% | |
| WSM | B | -0.42% | |
| GDDY | A | -0.39% | |
| BKNG | A | -0.38% | |
| TWLO | A | -0.31% | |
| ANET | C | -0.31% | |
| PANW | C | -0.31% | |
| SNPS | B | -0.29% | |
| WST | C | -0.23% | |
| ACGL | D | -0.23% | |
| TEAM | A | -0.2% | |
| HUBS | A | -0.19% | |
| MELI | D | -0.19% | |
| MRVL | B | -0.19% | |
| CNH | C | -0.17% | |
| RCL | A | -0.14% | |
| ALNY | D | -0.14% | |
| MDB | C | -0.13% | |
| LULU | C | -0.11% | |
| FBIN | D | -0.11% | |
| OC | A | -0.11% | |
| IT | C | -0.1% | |
| RIVN | F | -0.09% | |
| SNOW | C | -0.09% | |
| AVTR | F | -0.08% |
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
SUSA: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Semiconductors
Diversified Industrials
Drug Manufacturers - Major
Specialty Chemicals
Business Services
Capital Markets
Credit Services
Household & Personal Products
Medical Instruments & Supplies
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Beverages - Soft Drinks
Biotechnology
Health Care Plans
Information Technology Services
Internet Content & Information
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