IWF vs. ESGY ETF Comparison

Comparison of iShares Russell 1000 Growth ETF (IWF) to American Century Sustainable Growth ETF (ESGY)
IWF

iShares Russell 1000 Growth ETF

IWF Description

The investment seeks to track the investment results of an index 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. It seeks to track the investment results of the Russell 1000 Growth Index (the "underlying index"), which measures the performance of large- and mid-capitalization growth sectors of the U.S. equity market. It is a subset of the Russell 1000® Index, which measures the performance of the large-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$394.12

Average Daily Volume

1,241,174

Number of Holdings *

390

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

American Century Sustainable Growth ETF

ESGY Description The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock’s growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.15

Average Daily Volume

996

Number of Holdings *

84

* may have additional holdings in another (foreign) market
Performance
Period IWF ESGY
30 Days 4.08% 2.71%
60 Days 5.69% 3.88%
90 Days 7.23% 4.75%
12 Months 35.89% 30.25%
69 Overlapping Holdings
Symbol Grade Weight in IWF Weight in ESGY Overlap
AAPL C 11.48% 12.07% 11.48%
ABBV D 0.45% 1.01% 0.45%
ABNB C 0.2% 0.29% 0.2%
ADBE C 0.77% 0.57% 0.57%
ADP B 0.4% 0.59% 0.4%
AMAT F 0.46% 1.14% 0.46%
AMD F 0.5% 1.49% 0.5%
AMZN C 6.37% 5.06% 5.06%
ANET C 0.36% 0.37% 0.36%
AVGO D 2.58% 1.61% 1.61%
BURL A 0.06% 0.12% 0.06%
CDNS B 0.29% 0.96% 0.29%
CDW F 0.04% 0.42% 0.04%
CI F 0.03% 0.56% 0.03%
CMG B 0.28% 0.55% 0.28%
CPRT A 0.16% 0.15% 0.15%
CRM B 0.92% 0.68% 0.68%
CROX D 0.0% 0.14% 0.0%
CRWD B 0.28% 0.4% 0.28%
DDOG A 0.15% 0.25% 0.15%
DECK A 0.1% 0.41% 0.1%
DT C 0.05% 0.29% 0.05%
DXCM D 0.1% 0.05% 0.05%
ELV F 0.05% 0.2% 0.05%
EQIX A 0.02% 0.5% 0.02%
GOOGL C 3.41% 6.79% 3.41%
GWW B 0.16% 0.18% 0.16%
HD A 1.12% 1.17% 1.12%
HLT A 0.11% 0.61% 0.11%
HUBS A 0.12% 0.13% 0.12%
IDXX F 0.12% 0.71% 0.12%
INTU C 0.64% 0.73% 0.64%
KMX B 0.0% 0.28% 0.0%
KO D 0.49% 0.66% 0.49%
LLY F 2.08% 2.57% 2.08%
LULU C 0.13% 0.07% 0.07%
MA C 1.47% 1.49% 1.47%
MDB C 0.08% 0.16% 0.08%
META D 4.26% 3.97% 3.97%
MSFT F 10.61% 13.99% 10.61%
MSI B 0.13% 0.44% 0.13%
NFLX A 1.33% 0.58% 0.58%
NOW A 0.74% 1.53% 0.74%
NVDA C 11.86% 11.47% 11.47%
OKTA C 0.02% 0.24% 0.02%
PANW C 0.42% 0.35% 0.35%
PEP F 0.6% 0.96% 0.6%
PGR A 0.45% 0.76% 0.45%
POOL C 0.05% 0.28% 0.05%
SAIA B 0.03% 0.15% 0.03%
SNOW C 0.19% 0.27% 0.19%
SQ B 0.08% 0.55% 0.08%
SYY B 0.08% 0.36% 0.08%
TJX A 0.28% 0.93% 0.28%
TREX C 0.03% 0.13% 0.03%
TSCO D 0.1% 0.32% 0.1%
TSLA B 3.26% 1.87% 1.87%
TT A 0.11% 0.89% 0.11%
UBER D 0.48% 0.92% 0.48%
UNH C 0.13% 0.7% 0.13%
UNP C 0.24% 0.44% 0.24%
URI B 0.05% 0.1% 0.05%
V A 1.69% 2.6% 1.69%
VRT B 0.17% 0.55% 0.17%
VRTX F 0.2% 0.52% 0.2%
WDAY B 0.2% 0.73% 0.2%
WST C 0.05% 0.21% 0.05%
YETI C 0.0% 0.36% 0.0%
ZTS D 0.23% 0.55% 0.23%
IWF Overweight 321 Positions Relative to ESGY
Symbol Grade Weight
GOOG C 2.88%
COST B 1.46%
ORCL B 1.04%
MRK F 0.88%
ISRG A 0.67%
BKNG A 0.58%
QCOM F 0.56%
BX A 0.47%
PLTR B 0.43%
AMGN D 0.42%
AMT D 0.33%
LRCX F 0.33%
WM A 0.31%
PG A 0.31%
SBUX A 0.3%
APP B 0.29%
SNPS B 0.29%
KLAC D 0.29%
SHW A 0.28%
MCO B 0.26%
CTAS B 0.25%
ADSK A 0.23%
ORLY B 0.22%
APO B 0.22%
AXP A 0.21%
VST B 0.2%
NKE D 0.19%
TTD B 0.19%
AMP A 0.18%
DASH A 0.18%
ECL D 0.18%
AZO C 0.17%
FTNT C 0.17%
COIN C 0.17%
APH A 0.17%
GS A 0.17%
AXON A 0.16%
TRGP B 0.16%
FICO B 0.16%
CL D 0.15%
ODFL B 0.15%
IT C 0.14%
FI A 0.14%
FAST B 0.14%
TEAM A 0.14%
COR B 0.14%
VRSK A 0.14%
GE D 0.14%
SYK C 0.14%
LMT D 0.13%
MCK B 0.12%
KKR A 0.11%
MNST C 0.11%
NET B 0.11%
VEEV C 0.11%
ARES A 0.11%
ALNY D 0.1%
CPNG D 0.1%
TPL A 0.1%
ITW B 0.1%
RBLX C 0.09%
CPAY A 0.09%
MSCI C 0.09%
LNG B 0.09%
HES B 0.09%
MPWR F 0.09%
CAT B 0.09%
GDDY A 0.09%
LYV A 0.08%
TXN C 0.08%
HON B 0.08%
EXPE B 0.08%
LPLA A 0.08%
BR A 0.08%
ZS C 0.07%
KMB D 0.07%
NTRA B 0.07%
BAH F 0.07%
RCL A 0.07%
IRM D 0.07%
DKNG B 0.07%
LII A 0.07%
CLX B 0.07%
TYL B 0.07%
BA F 0.06%
DOCU A 0.06%
PAYX C 0.06%
MANH D 0.06%
XPO B 0.06%
FIX A 0.06%
HEI B 0.06%
PINS D 0.06%
LVS C 0.06%
CAH B 0.06%
PODD C 0.06%
TOST B 0.06%
MMM D 0.05%
WAT B 0.05%
MCD D 0.05%
TDG D 0.05%
PSTG D 0.05%
PTC A 0.05%
ROL B 0.05%
ULTA F 0.05%
YUM B 0.05%
SMCI F 0.05%
TER D 0.05%
SPG B 0.05%
EQH B 0.05%
PWR A 0.05%
MMC B 0.05%
HCA F 0.05%
ENTG D 0.05%
DRI B 0.04%
KNSL B 0.04%
MOH F 0.04%
ROST C 0.04%
CAVA B 0.04%
NCLH B 0.04%
BRO B 0.04%
NTAP C 0.04%
VLTO D 0.04%
SCHW B 0.04%
OWL A 0.04%
HEI B 0.04%
NBIX C 0.04%
DUOL A 0.04%
CEG D 0.04%
TXRH C 0.04%
WSM B 0.04%
PAYC B 0.03%
RYAN B 0.03%
SMAR A 0.03%
GWRE A 0.03%
HAS D 0.03%
CFLT B 0.03%
GTLB B 0.03%
ESTC C 0.03%
EXP A 0.03%
PCOR B 0.03%
EW C 0.03%
PSA D 0.03%
NRG B 0.03%
DVA B 0.03%
EXEL B 0.03%
ENPH F 0.03%
ALL A 0.03%
LNW D 0.03%
MEDP D 0.03%
ITCI C 0.03%
PCTY B 0.03%
PEN B 0.03%
HPQ B 0.03%
MORN B 0.03%
TPX B 0.03%
AAON B 0.03%
MS A 0.03%
CVNA B 0.03%
VMC B 0.03%
RMD C 0.03%
EME C 0.03%
MUSA A 0.03%
WING D 0.03%
CHDN B 0.03%
SRPT D 0.03%
ALGN D 0.03%
AJG B 0.02%
PLNT A 0.02%
NTNX A 0.02%
IONS F 0.02%
VVV F 0.02%
AZEK A 0.02%
LPX B 0.02%
CELH F 0.02%
PATH C 0.02%
MKL A 0.02%
GNRC B 0.02%
APPF B 0.02%
DPZ C 0.02%
INSP D 0.02%
VKTX F 0.02%
EL F 0.02%
CNM D 0.02%
MTN C 0.02%
LAZ B 0.02%
DELL C 0.02%
AVY D 0.02%
LSCC D 0.02%
WFRD D 0.02%
FWONK B 0.02%
TW A 0.02%
EFX F 0.02%
MRVL B 0.02%
REGN F 0.02%
FDS B 0.02%
ELF C 0.02%
FOUR B 0.02%
BSY D 0.02%
GLOB B 0.02%
TPG A 0.01%
TKO B 0.01%
LOPE B 0.01%
WEN D 0.01%
HRB D 0.01%
VNOM A 0.01%
DV C 0.01%
EQT B 0.01%
CLF F 0.01%
PFGC B 0.01%
WSC D 0.01%
BLDR D 0.01%
DBX B 0.01%
MLM B 0.01%
AM A 0.01%
NXST C 0.01%
NCNO B 0.01%
CE F 0.01%
ONTO D 0.01%
CACC D 0.01%
BROS B 0.01%
PR B 0.01%
BILL A 0.01%
AWI A 0.01%
FRPT B 0.01%
TTEK F 0.01%
LBRDK C 0.01%
SITE D 0.01%
SOFI A 0.01%
BWXT B 0.01%
CASY A 0.01%
UHAL D 0.01%
EG C 0.01%
CSL C 0.01%
EXPD D 0.01%
FERG B 0.01%
FIVN C 0.01%
LAMR D 0.01%
RNG B 0.01%
HWM A 0.01%
APLS D 0.01%
ROK B 0.01%
TDC D 0.01%
U C 0.01%
LECO B 0.01%
GEHC F 0.01%
WMS D 0.01%
TWLO A 0.01%
CHH A 0.01%
HSY F 0.01%
LW C 0.01%
FIVE F 0.01%
HCP B 0.01%
MASI A 0.01%
JLL D 0.01%
JEF A 0.01%
EXAS D 0.01%
MSTR C 0.01%
BRKR D 0.01%
RPM A 0.01%
OLED D 0.01%
ETSY D 0.01%
PEGA A 0.01%
LYFT C 0.01%
IQV D 0.01%
FND C 0.01%
RARE D 0.01%
ZBRA B 0.01%
FTRE D 0.0%
TRIP F 0.0%
ALAB B 0.0%
PYCR C 0.0%
PPC C 0.0%
UHAL D 0.0%
CC C 0.0%
SEE C 0.0%
IRDM D 0.0%
NFE D 0.0%
MSGS A 0.0%
CGNX C 0.0%
LBRDA C 0.0%
UWMC D 0.0%
DOCS C 0.0%
RLI B 0.0%
MKSI C 0.0%
SPR D 0.0%
WU D 0.0%
MTDR B 0.0%
SAM C 0.0%
FWONA B 0.0%
UI A 0.0%
WH B 0.0%
INCY C 0.0%
AAL B 0.0%
KBR F 0.0%
WYNN D 0.0%
WEX D 0.0%
CAR C 0.0%
SKX D 0.0%
SSD D 0.0%
BPOP B 0.0%
CHE D 0.0%
LOAR A 0.0%
EPAM C 0.0%
HLI B 0.0%
BLD D 0.0%
TXG F 0.0%
BFAM D 0.0%
H B 0.0%
RH B 0.0%
DKS C 0.0%
VRSN F 0.0%
TRU D 0.0%
DJT C 0.0%
RGEN D 0.0%
JBL B 0.0%
DAY B 0.0%
S B 0.0%
ROKU D 0.0%
SN D 0.0%
ALLY C 0.0%
CIVI D 0.0%
IWF Underweight 15 Positions Relative to ESGY
Symbol Grade Weight
NVO D -0.96%
LIN D -0.67%
ASML F -0.6%
A D -0.53%
ADI D -0.5%
FDX B -0.5%
SPGI C -0.43%
APTV D -0.39%
SLB C -0.32%
ACN C -0.31%
TGT F -0.3%
EBAY D -0.28%
XYL D -0.28%
ETN A -0.25%
PD C -0.11%
Compare ETFs