IVW vs. ESGU ETF Comparison
Comparison of iShares S&P 500 Growth ETF (IVW) to iShares MSCI USA ESG Optimized ETF (ESGU)
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-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. It seeks to track the investment results of the S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$99.62
Average Daily Volume
1,876,242
Number of Holdings
*
233
* may have additional holdings in another (foreign) market
ESGU
iShares MSCI USA ESG Optimized ETF
ESGU Description
The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.Grade (RS Rating)
Last Trade
$131.23
Average Daily Volume
490,830
Number of Holdings
*
284
* may have additional holdings in another (foreign) market
Performance
| Period | IVW | ESGU |
|---|---|---|
| 30 Days | 3.28% | 3.53% |
| 60 Days | 4.93% | 4.75% |
| 90 Days | 6.28% | 6.66% |
| 12 Months | 37.80% | 32.83% |
133 Overlapping Holdings
| Symbol | Grade | Weight in IVW | Weight in ESGU | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 11.96% | 6.22% | 6.22% | |
| ABBV | D | 0.38% | 0.41% | 0.38% | |
| ACGL | D | 0.13% | 0.12% | 0.12% | |
| ACN | C | 0.42% | 0.43% | 0.42% | |
| ADBE | C | 0.81% | 0.56% | 0.56% | |
| ADI | D | 0.21% | 0.12% | 0.12% | |
| ADP | B | 0.17% | 0.69% | 0.17% | |
| ADSK | A | 0.12% | 0.37% | 0.12% | |
| AJG | B | 0.11% | 0.11% | 0.11% | |
| AKAM | D | 0.02% | 0.09% | 0.02% | |
| AMAT | F | 0.53% | 0.46% | 0.46% | |
| AMD | F | 0.77% | 0.44% | 0.44% | |
| AMT | D | 0.13% | 0.31% | 0.13% | |
| AMZN | C | 6.81% | 3.61% | 3.61% | |
| ANET | C | 0.34% | 0.2% | 0.2% | |
| ANSS | B | 0.06% | 0.21% | 0.06% | |
| AVGO | D | 2.73% | 1.37% | 1.37% | |
| AXON | A | 0.15% | 0.22% | 0.15% | |
| AXP | A | 0.39% | 0.44% | 0.39% | |
| BKNG | A | 0.57% | 0.34% | 0.34% | |
| BR | A | 0.05% | 0.45% | 0.05% | |
| CARR | D | 0.1% | 0.17% | 0.1% | |
| CAT | B | 0.38% | 0.32% | 0.32% | |
| CDNS | B | 0.29% | 0.22% | 0.22% | |
| CEG | D | 0.11% | 0.11% | 0.11% | |
| CHD | B | 0.04% | 0.21% | 0.04% | |
| CL | D | 0.1% | 0.09% | 0.09% | |
| CMG | B | 0.28% | 0.13% | 0.13% | |
| COO | D | 0.03% | 0.17% | 0.03% | |
| COP | C | 0.31% | 0.36% | 0.31% | |
| COST | B | 0.59% | 0.79% | 0.59% | |
| CRM | B | 1.11% | 0.72% | 0.72% | |
| DAL | C | 0.08% | 0.23% | 0.08% | |
| DE | A | 0.2% | 0.22% | 0.2% | |
| DECK | A | 0.09% | 0.2% | 0.09% | |
| DELL | C | 0.07% | 0.11% | 0.07% | |
| DFS | B | 0.08% | 0.24% | 0.08% | |
| DHI | D | 0.17% | 0.09% | 0.09% | |
| DLR | B | 0.08% | 0.23% | 0.08% | |
| DVA | B | 0.01% | 0.1% | 0.01% | |
| DXCM | D | 0.06% | 0.1% | 0.06% | |
| EA | A | 0.06% | 0.17% | 0.06% | |
| ECL | D | 0.11% | 0.4% | 0.11% | |
| EQIX | A | 0.14% | 0.33% | 0.14% | |
| ETN | A | 0.31% | 0.19% | 0.19% | |
| EW | C | 0.05% | 0.25% | 0.05% | |
| EXPD | D | 0.02% | 0.25% | 0.02% | |
| FANG | D | 0.12% | 0.09% | 0.09% | |
| FDS | B | 0.03% | 0.16% | 0.03% | |
| FI | A | 0.22% | 0.12% | 0.12% | |
| FICO | B | 0.2% | 0.12% | 0.12% | |
| FTV | C | 0.09% | 0.14% | 0.09% | |
| GDDY | A | 0.09% | 0.11% | 0.09% | |
| GE | D | 0.29% | 0.45% | 0.29% | |
| GEV | B | 0.13% | 0.17% | 0.13% | |
| GOOG | C | 2.94% | 2.34% | 2.34% | |
| GOOGL | C | 3.55% | 1.19% | 1.19% | |
| GWW | B | 0.13% | 0.37% | 0.13% | |
| HCA | F | 0.11% | 0.13% | 0.11% | |
| HD | A | 0.51% | 1.02% | 0.51% | |
| HES | B | 0.14% | 0.32% | 0.14% | |
| HLT | A | 0.21% | 0.11% | 0.11% | |
| HUBB | B | 0.04% | 0.11% | 0.04% | |
| HWM | A | 0.09% | 0.11% | 0.09% | |
| IDXX | F | 0.07% | 0.23% | 0.07% | |
| INTU | C | 0.68% | 0.61% | 0.61% | |
| IQV | D | 0.05% | 0.12% | 0.05% | |
| IR | B | 0.11% | 0.11% | 0.11% | |
| IRM | D | 0.06% | 0.15% | 0.06% | |
| ISRG | A | 0.43% | 0.33% | 0.33% | |
| IT | C | 0.14% | 0.16% | 0.14% | |
| KKR | A | 0.35% | 0.12% | 0.12% | |
| KO | D | 0.33% | 0.85% | 0.33% | |
| LIN | D | 0.39% | 0.34% | 0.34% | |
| LLY | F | 2.14% | 1.21% | 1.21% | |
| LRCX | F | 0.34% | 0.29% | 0.29% | |
| LULU | C | 0.13% | 0.12% | 0.12% | |
| MA | C | 1.07% | 0.95% | 0.95% | |
| MCD | D | 0.32% | 0.31% | 0.31% | |
| MCO | B | 0.12% | 0.3% | 0.12% | |
| META | D | 4.35% | 2.19% | 2.19% | |
| MMC | B | 0.2% | 0.17% | 0.17% | |
| MOH | F | 0.04% | 0.08% | 0.04% | |
| MRK | F | 0.34% | 0.47% | 0.34% | |
| MRO | B | 0.03% | 0.1% | 0.03% | |
| MSFT | F | 10.94% | 5.77% | 5.77% | |
| MTD | D | 0.03% | 0.08% | 0.03% | |
| NFLX | A | 1.24% | 0.6% | 0.6% | |
| NOW | A | 0.74% | 0.66% | 0.66% | |
| NTAP | C | 0.03% | 0.08% | 0.03% | |
| NUE | C | 0.08% | 0.12% | 0.08% | |
| NVDA | C | 12.44% | 6.91% | 6.91% | |
| NXPI | D | 0.15% | 0.26% | 0.15% | |
| ODFL | B | 0.14% | 0.1% | 0.1% | |
| OKE | A | 0.13% | 0.39% | 0.13% | |
| ORCL | B | 1.03% | 0.59% | 0.59% | |
| PANW | C | 0.44% | 0.27% | 0.27% | |
| PAYX | C | 0.06% | 0.11% | 0.06% | |
| PEP | F | 0.28% | 0.38% | 0.28% | |
| PG | A | 0.53% | 0.69% | 0.53% | |
| PGR | A | 0.26% | 0.42% | 0.26% | |
| PHM | D | 0.09% | 0.1% | 0.09% | |
| PNR | A | 0.04% | 0.32% | 0.04% | |
| POOL | C | 0.03% | 0.1% | 0.03% | |
| PTC | A | 0.05% | 0.15% | 0.05% | |
| PWR | A | 0.11% | 0.11% | 0.11% | |
| QCOM | F | 0.33% | 0.28% | 0.28% | |
| RCL | A | 0.19% | 0.14% | 0.14% | |
| REGN | F | 0.17% | 0.15% | 0.15% | |
| SBAC | D | 0.03% | 0.13% | 0.03% | |
| SBUX | A | 0.23% | 0.24% | 0.23% | |
| SNPS | B | 0.29% | 0.21% | 0.21% | |
| SPGI | C | 0.25% | 0.47% | 0.25% | |
| STE | F | 0.04% | 0.15% | 0.04% | |
| STLD | B | 0.04% | 0.11% | 0.04% | |
| STX | D | 0.03% | 0.09% | 0.03% | |
| SYK | C | 0.29% | 0.11% | 0.11% | |
| TMO | F | 0.27% | 0.2% | 0.2% | |
| TRGP | B | 0.14% | 0.28% | 0.14% | |
| TSCO | D | 0.04% | 0.14% | 0.04% | |
| TSLA | B | 2.98% | 1.78% | 1.78% | |
| TT | A | 0.22% | 0.47% | 0.22% | |
| TXN | C | 0.24% | 0.7% | 0.24% | |
| UBER | D | 0.52% | 0.23% | 0.23% | |
| ULTA | F | 0.04% | 0.09% | 0.04% | |
| UNH | C | 0.72% | 0.95% | 0.72% | |
| UNP | C | 0.22% | 0.29% | 0.22% | |
| URI | B | 0.19% | 0.13% | 0.13% | |
| V | A | 1.17% | 1.05% | 1.05% | |
| VRTX | F | 0.28% | 0.32% | 0.28% | |
| WAT | B | 0.03% | 0.17% | 0.03% | |
| WST | C | 0.08% | 0.1% | 0.08% | |
| ZTS | D | 0.15% | 0.34% | 0.15% |
IVW Overweight 100 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 0.41% | |
| BX | A | 0.32% | |
| KLAC | D | 0.3% | |
| TJX | A | 0.3% | |
| CRWD | B | 0.27% | |
| TDG | D | 0.25% | |
| PM | B | 0.25% | |
| PH | A | 0.24% | |
| BSX | B | 0.24% | |
| MAR | B | 0.23% | |
| FTNT | C | 0.21% | |
| EOG | A | 0.18% | |
| ORLY | B | 0.18% | |
| APH | A | 0.17% | |
| CPRT | A | 0.17% | |
| SHW | A | 0.16% | |
| ROST | C | 0.16% | |
| VST | B | 0.16% | |
| MSI | B | 0.16% | |
| PCAR | B | 0.15% | |
| BA | F | 0.15% | |
| CTAS | B | 0.14% | |
| AON | A | 0.14% | |
| MDLZ | F | 0.13% | |
| AZO | C | 0.13% | |
| WM | A | 0.13% | |
| NKE | D | 0.13% | |
| ITW | B | 0.12% | |
| CSX | B | 0.12% | |
| FCX | D | 0.11% | |
| NVR | D | 0.1% | |
| MPWR | F | 0.1% | |
| CME | A | 0.1% | |
| MPC | D | 0.1% | |
| AMP | A | 0.1% | |
| ABNB | C | 0.1% | |
| CPAY | A | 0.09% | |
| ROP | B | 0.09% | |
| TYL | B | 0.09% | |
| WMB | A | 0.09% | |
| MSCI | C | 0.09% | |
| PSA | D | 0.08% | |
| VRSK | A | 0.08% | |
| EXPE | B | 0.08% | |
| LEN | D | 0.08% | |
| FAST | B | 0.08% | |
| MNST | C | 0.08% | |
| MLM | B | 0.08% | |
| VMC | B | 0.08% | |
| RSG | A | 0.08% | |
| SPG | B | 0.07% | |
| BRO | B | 0.07% | |
| LYV | A | 0.07% | |
| MCHP | D | 0.07% | |
| BLDR | D | 0.07% | |
| AME | A | 0.07% | |
| CCL | B | 0.06% | |
| GRMN | B | 0.06% | |
| CHTR | C | 0.06% | |
| YUM | B | 0.06% | |
| TEL | B | 0.06% | |
| CSGP | D | 0.05% | |
| CBOE | B | 0.05% | |
| TTWO | A | 0.05% | |
| OTIS | C | 0.05% | |
| ROK | B | 0.05% | |
| CDW | F | 0.04% | |
| DRI | B | 0.04% | |
| LVS | C | 0.04% | |
| NCLH | B | 0.04% | |
| CTRA | B | 0.04% | |
| ON | D | 0.04% | |
| EFX | F | 0.04% | |
| HST | C | 0.03% | |
| VRSN | F | 0.03% | |
| LW | C | 0.03% | |
| JBL | B | 0.03% | |
| CE | F | 0.03% | |
| CF | B | 0.03% | |
| APA | D | 0.03% | |
| SNA | A | 0.03% | |
| ALGN | D | 0.03% | |
| WYNN | D | 0.03% | |
| SMCI | F | 0.03% | |
| MAS | D | 0.03% | |
| HSY | F | 0.03% | |
| RL | B | 0.02% | |
| ALLE | D | 0.02% | |
| PAYC | B | 0.02% | |
| CZR | F | 0.02% | |
| AOS | F | 0.02% | |
| EPAM | C | 0.02% | |
| ERIE | D | 0.02% | |
| MGM | D | 0.02% | |
| ROL | B | 0.02% | |
| DPZ | C | 0.02% | |
| DAY | B | 0.02% | |
| GNRC | B | 0.02% | |
| PODD | C | 0.02% | |
| ENPH | F | 0.01% |
IVW Underweight 151 Positions Relative to ESGU
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -1.34% | |
| BAC | A | -0.65% | |
| JNJ | D | -0.62% | |
| CVX | A | -0.61% | |
| XOM | B | -0.58% | |
| MS | A | -0.54% | |
| PRU | A | -0.54% | |
| IBM | C | -0.52% | |
| PEG | A | -0.48% | |
| GILD | C | -0.48% | |
| K | A | -0.48% | |
| DIS | B | -0.47% | |
| CSCO | B | -0.47% | |
| CMI | A | -0.46% | |
| BK | A | -0.42% | |
| RTX | C | -0.42% | |
| BRK.A | B | -0.41% | |
| NEE | D | -0.41% | |
| GS | A | -0.4% | |
| LOW | D | -0.39% | |
| CRH | A | -0.39% | |
| HON | B | -0.39% | |
| NI | A | -0.38% | |
| AMGN | D | -0.37% | |
| VZ | C | -0.37% | |
| PNC | B | -0.36% | |
| GIS | D | -0.35% | |
| ELV | F | -0.34% | |
| C | A | -0.34% | |
| MCK | B | -0.32% | |
| MMM | D | -0.32% | |
| KMI | A | -0.32% | |
| MET | A | -0.31% | |
| DHR | F | -0.31% | |
| CCI | D | -0.31% | |
| INTC | D | -0.29% | |
| CI | F | -0.28% | |
| CLX | B | -0.26% | |
| HIG | B | -0.26% | |
| FLUT | A | -0.25% | |
| WELL | A | -0.24% | |
| PFE | D | -0.24% | |
| LKQ | D | -0.23% | |
| TGT | F | -0.23% | |
| XYL | D | -0.22% | |
| COR | B | -0.22% | |
| KR | B | -0.22% | |
| SYF | B | -0.22% | |
| TRV | B | -0.21% | |
| PPG | F | -0.21% | |
| SCHW | B | -0.2% | |
| CMCSA | B | -0.2% | |
| LNG | B | -0.2% | |
| FERG | B | -0.2% | |
| KEYS | A | -0.2% | |
| NDAQ | A | -0.2% | |
| CHRW | C | -0.2% | |
| VLTO | D | -0.19% | |
| TAP | C | -0.19% | |
| NOC | D | -0.19% | |
| CBRE | B | -0.18% | |
| JCI | C | -0.18% | |
| BG | F | -0.18% | |
| CMS | C | -0.18% | |
| MU | D | -0.18% | |
| HPE | B | -0.17% | |
| HBAN | A | -0.17% | |
| MELI | D | -0.17% | |
| USB | A | -0.17% | |
| WDAY | B | -0.17% | |
| BMY | B | -0.17% | |
| BBY | D | -0.16% | |
| UPS | C | -0.16% | |
| MRVL | B | -0.16% | |
| T | A | -0.16% | |
| EXC | C | -0.16% | |
| KHC | F | -0.16% | |
| TEAM | A | -0.15% | |
| NEM | D | -0.15% | |
| BKR | B | -0.15% | |
| TWLO | A | -0.15% | |
| CAH | B | -0.15% | |
| D | C | -0.15% | |
| KMB | D | -0.15% | |
| OVV | B | -0.14% | |
| DGX | A | -0.14% | |
| PYPL | B | -0.14% | |
| WFC | A | -0.13% | |
| FIS | C | -0.13% | |
| WSM | B | -0.13% | |
| EME | C | -0.13% | |
| TFC | A | -0.13% | |
| LII | A | -0.13% | |
| HUBS | A | -0.13% | |
| J | F | -0.13% | |
| PLD | D | -0.13% | |
| PSX | C | -0.13% | |
| BLK | C | -0.12% | |
| NTRS | A | -0.12% | |
| AFL | B | -0.12% | |
| AIZ | A | -0.12% | |
| TRMB | B | -0.12% | |
| CNH | C | -0.12% | |
| EQT | B | -0.12% | |
| COF | B | -0.12% | |
| WTW | B | -0.11% | |
| FDX | B | -0.11% | |
| PFG | D | -0.11% | |
| EIX | B | -0.11% | |
| IEX | B | -0.11% | |
| VEEV | C | -0.11% | |
| A | D | -0.11% | |
| OC | A | -0.11% | |
| FOX | A | -0.11% | |
| IP | B | -0.11% | |
| MKC | D | -0.1% | |
| HOLX | D | -0.1% | |
| JNPR | F | -0.1% | |
| ZBH | C | -0.1% | |
| ES | D | -0.1% | |
| LH | C | -0.1% | |
| FBIN | D | -0.1% | |
| SLB | C | -0.1% | |
| HPQ | B | -0.1% | |
| LDOS | C | -0.1% | |
| WY | D | -0.1% | |
| JBHT | C | -0.1% | |
| MDB | C | -0.1% | |
| KDP | D | -0.09% | |
| HRL | D | -0.09% | |
| ADM | D | -0.09% | |
| ED | D | -0.09% | |
| SNOW | C | -0.09% | |
| BALL | D | -0.09% | |
| WDC | D | -0.09% | |
| WTRG | B | -0.09% | |
| SYY | B | -0.09% | |
| PARA | C | -0.09% | |
| VLO | C | -0.09% | |
| TFX | F | -0.08% | |
| AVTR | F | -0.08% | |
| ALNY | D | -0.08% | |
| FSLR | F | -0.08% | |
| IPG | D | -0.08% | |
| IFF | D | -0.08% | |
| CPB | D | -0.08% | |
| HII | D | -0.07% | |
| CNC | D | -0.07% | |
| BIIB | F | -0.07% | |
| DLTR | F | -0.06% | |
| MRNA | F | -0.04% |
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Insurance Brokers
Internet Content & Information
Leisure
Medical Devices
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Capital Markets
Credit Services
Information Technology Services
Medical Instruments & Supplies
Residential Construction
ESGU: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Diversified Industrials
Credit Services
Business Services
Capital Markets
Medical Instruments & Supplies
Oil & Gas E&P
Packaged Foods
Specialty Retail
Health Care Plans
Household & Personal Products
Integrated Shipping & Logistics
Specialty Chemicals
Utilities - Regulated Electric
Aerospace & Defense
Asset Management
Banks - Global
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