IWP vs. EGUS ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to iShares ESG Aware MSCI USA Growth ETF (EGUS)

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of 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 Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$116.78

Average Daily Volume

971,028

Number of Holdings ^*

286

* may have additional holdings in another (foreign) market

EGUS

iShares ESG Aware MSCI USA Growth ETF

EGUS Description

iShares Trust - iShares ESG Aware MSCI USA Growth ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the MSCI USA Growth Extended ESG Focus Index, by using full replication technique. The fund does not invest in companies operating across tobacco, controversial weapons, producers and retailers of civilian firearms, and companies included in certain climate change-related activity such as the production of thermal coal, thermal coal-based power generation and extraction of oil sands. iShares Trust - iShares ESG Aware MSCI USA Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$40.84

Average Daily Volume

1,060

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IWP	EGUS
30 Days	2.91%	0.99%
60 Days	10.25%	7.23%
90 Days	5.78%	-0.92%
12 Months	31.68%	40.59%

38 Overlapping Holdings

Symbol	Grade	Weight in IWP	Weight in EGUS	Overlap
ALNY	C	1.11%	0.14%	0.14%
AXON	A	1.03%	0.29%	0.29%
BR	B	0.82%	0.68%	0.68%
BURL	D	0.59%	0.11%	0.11%
DAY	B	0.03%	0.1%	0.03%
DECK	B	0.85%	0.47%	0.47%
DVA	C	0.29%	0.2%	0.2%
DXCM	F	0.95%	0.09%	0.09%
EME	C	0.28%	0.26%	0.26%
ENPH	D	0.53%	0.1%	0.1%
FDS	C	0.22%	0.31%	0.22%
FICO	A	1.38%	0.12%	0.12%
GDDY	D	0.78%	0.32%	0.32%
GWW	A	1.41%	0.88%	0.88%
HES	D	0.9%	0.51%	0.51%
HLT	A	1.04%	0.11%	0.11%
HUBS	D	0.92%	0.15%	0.15%
IDXX	D	1.46%	0.72%	0.72%
IQV	F	0.17%	0.28%	0.17%
IT	C	1.35%	0.32%	0.32%
LII	C	0.69%	0.42%	0.42%
LNG	A	0.76%	0.32%	0.32%
LW	D	0.11%	0.11%	0.11%
MDB	F	0.65%	0.13%	0.13%
MOH	D	0.45%	0.18%	0.18%
ODFL	D	1.37%	0.15%	0.15%
OKTA	F	0.19%	0.08%	0.08%
POOL	B	0.5%	0.17%	0.17%
PTC	D	0.45%	0.4%	0.4%
PWR	B	0.47%	0.11%	0.11%
TRGP	B	1.19%	0.43%	0.43%
TSCO	A	1.14%	0.34%	0.34%
VEEV	C	1.1%	0.27%	0.27%
VLTO	A	0.44%	0.55%	0.44%
WAT	B	0.46%	0.46%	0.46%
WSM	B	0.41%	0.48%	0.41%
WST	D	0.47%	0.13%	0.13%
ZS	F	0.55%	0.1%	0.1%

IWP Overweight 248 Positions Relative to EGUS

Symbol	Grade	Weight
PLTR	A	2.63%
TTD	C	1.72%
AMP	A	1.55%
VST	A	1.51%
MPWR	B	1.5%
VRSK	D	1.37%
COR	F	1.33%
VRT	B	1.25%
APP	A	1.23%
FAST	B	1.23%
DDOG	D	1.22%
ARES	A	1.03%
CPNG	C	1.02%
COIN	F	0.98%
MSCI	B	0.92%
SYY	B	0.86%
NET	D	0.84%
RBLX	C	0.8%
CPAY	A	0.77%
TYL	B	0.75%
BAH	A	0.75%
CLX	B	0.74%
SMCI	F	0.72%
IRM	A	0.71%
PINS	D	0.71%
LVS	B	0.66%
TER	C	0.66%
EXPE	B	0.66%
LYV	A	0.63%
TPL	B	0.62%
DKNG	D	0.62%
LPLA	D	0.61%
MANH	C	0.6%
PODD	C	0.59%
ENTG	D	0.59%
HEI	A	0.59%
PAYX	A	0.58%
CAH	B	0.57%
ULTA	D	0.56%
DT	C	0.55%
SQ	D	0.55%
YUM	A	0.54%
CDW	D	0.53%
NTRA	A	0.52%
ROL	B	0.51%
RCL	C	0.51%
SPG	A	0.5%
FIX	A	0.49%
PSTG	F	0.47%
URI	C	0.46%
DOCU	B	0.45%
TOST	C	0.45%
XPO	F	0.44%
WING	B	0.44%
TXRH	A	0.42%
NBIX	F	0.41%
HEI	A	0.41%
EQH	C	0.41%
BRO	A	0.4%
SRPT	F	0.4%
NTAP	D	0.4%
ROST	C	0.4%
ALGN	D	0.39%
KNSL	D	0.38%
DUOL	B	0.37%
DRI	C	0.37%
OWL	A	0.35%
CHDN	D	0.34%
RMD	C	0.34%
TPX	C	0.33%
MUSA	D	0.33%
CAVA	C	0.33%
HAS	A	0.32%
NCLH	C	0.31%
HPQ	C	0.3%
VMC	D	0.3%
MORN	C	0.3%
MEDP	F	0.3%
ALL	B	0.28%
NRG	A	0.28%
LNW	F	0.28%
SMAR	A	0.27%
ITCI	D	0.27%
PCTY	B	0.26%
EXP	C	0.26%
EFX	C	0.26%
AAON	A	0.26%
TREX	D	0.26%
BSY	D	0.25%
RYAN	A	0.25%
PEN	D	0.25%
AVY	C	0.24%
CVNA	A	0.24%
SAIA	D	0.24%
GWRE	A	0.24%
WFRD	F	0.23%
EXEL	B	0.23%
VKTX	C	0.23%
LSCC	D	0.22%
ESTC	F	0.22%
INSP	B	0.22%
PCOR	D	0.22%
GLOB	B	0.22%
TW	A	0.21%
GTLB	D	0.21%
CELH	F	0.2%
MTN	D	0.2%
CNM	F	0.2%
FWONK	D	0.2%
IONS	F	0.2%
ELF	F	0.2%
DPZ	D	0.19%
APPF	C	0.19%
PAYC	D	0.19%
VVV	D	0.19%
FOUR	B	0.19%
EXAS	C	0.18%
LAZ	C	0.18%
RARE	C	0.18%
BRKR	D	0.17%
FND	C	0.17%
CFLT	F	0.17%
AZEK	C	0.17%
PATH	D	0.17%
MKL	C	0.17%
OLED	C	0.17%
LPX	A	0.17%
GNRC	B	0.16%
WMS	D	0.15%
AJG	D	0.15%
GEHC	C	0.14%
FIVE	D	0.14%
PLNT	B	0.14%
HSY	D	0.14%
NTNX	C	0.14%
JLL	B	0.14%
ETSY	F	0.14%
ZBRA	A	0.14%
HCP	B	0.13%
CE	D	0.13%
RPM	A	0.12%
EXPD	C	0.11%
MASI	B	0.11%
JEF	A	0.11%
CHH	B	0.11%
LYFT	D	0.11%
UHAL	A	0.11%
PEGA	B	0.11%
TTEK	B	0.1%
FERG	F	0.1%
EG	B	0.1%
CSL	A	0.1%
ROK	D	0.1%
U	D	0.1%
TDC	D	0.1%
LAMR	C	0.1%
APLS	F	0.1%
LECO	D	0.1%
CASY	D	0.09%
SITE	D	0.09%
HWM	A	0.09%
RNG	F	0.09%
ONTO	B	0.09%
BLDR	B	0.08%
LBRDK	B	0.08%
CACC	F	0.08%
TWLO	B	0.08%
DBX	B	0.07%
MLM	D	0.07%
PR	F	0.07%
CLF	D	0.07%
AWI	A	0.07%
AM	A	0.07%
FIVN	F	0.07%
FRPT	C	0.07%
WSC	D	0.07%
NXST	D	0.07%
BWXT	A	0.07%
NCNO	F	0.06%
MSTR	B	0.06%
HRB	C	0.06%
PFGC	A	0.06%
SOFI	C	0.05%
BILL	D	0.05%
ALLY	F	0.05%
EQT	B	0.05%
TKO	A	0.05%
LOPE	D	0.05%
DV	F	0.05%
VNOM	B	0.05%
BROS	F	0.05%
ROKU	C	0.05%
SN	B	0.05%
CIVI	F	0.05%
TXG	F	0.05%
WEN	D	0.05%
CROX	C	0.05%
S	C	0.04%
VRSN	B	0.04%
BLD	C	0.04%
YETI	B	0.04%
DKS	D	0.04%
JBL	D	0.04%
TRU	A	0.04%
RGEN	F	0.04%
BFAM	C	0.04%
TPG	B	0.04%
BPOP	D	0.03%
KBR	C	0.03%
WYNN	B	0.03%
HLI	C	0.03%
SKX	B	0.03%
SSD	B	0.03%
WEX	C	0.03%
KMX	F	0.03%
CHE	C	0.03%
H	C	0.03%
RH	C	0.03%
MTDR	F	0.02%
SPR	D	0.02%
WU	D	0.02%
AAL	D	0.02%
WH	C	0.02%
SAM	D	0.02%
UWMC	D	0.02%
CAR	D	0.02%
DJT	F	0.02%
FWONA	C	0.02%
INCY	B	0.02%
EPAM	F	0.02%
LOAR	C	0.02%
PPC	B	0.01%
CC	D	0.01%
UHAL	A	0.01%
SEE	C	0.01%
LBRDA	B	0.01%
MSGS	A	0.01%
IRDM	B	0.01%
NFE	F	0.01%
CGNX	F	0.01%
DOCS	A	0.01%
RLI	A	0.01%
MKSI	F	0.01%
UI	A	0.01%
ALAB	D	0.0%
FTRE	F	0.0%
TRIP	F	0.0%
PYCR	D	0.0%

IWP Underweight 60 Positions Relative to EGUS

Symbol	Grade	Weight
AAPL	C	-12.31%
NVDA	C	-12.08%
MSFT	D	-11.84%
AMZN	C	-6.64%
GOOG	B	-4.56%
META	A	-4.21%
LLY	D	-2.83%
TSLA	C	-2.77%
GOOGL	B	-1.82%
V	C	-1.8%
MA	A	-1.5%
NOW	C	-1.36%
COST	C	-1.3%
AMAT	B	-1.26%
INTU	F	-1.24%
ADBE	F	-1.22%
CRM	B	-1.19%
TT	A	-1.19%
AMD	D	-1.07%
ADSK	B	-0.91%
ECL	B	-0.89%
NFLX	A	-0.87%
GE	C	-0.81%
LRCX	D	-0.78%
ZTS	C	-0.78%
VRTX	D	-0.7%
MCK	F	-0.62%
ANSS	D	-0.59%
EW	F	-0.55%
CHD	C	-0.54%
UNP	D	-0.53%
KEYS	B	-0.51%
PANW	D	-0.46%
BKNG	C	-0.46%
MCO	D	-0.43%
ANET	A	-0.41%
SNPS	F	-0.4%
PGR	C	-0.4%
SPGI	C	-0.39%
UBER	C	-0.38%
CDNS	D	-0.38%
WDAY	D	-0.35%
MELI	C	-0.35%
ISRG	A	-0.34%
MRK	F	-0.34%
SBAC	B	-0.3%
MRVL	C	-0.29%
ACN	B	-0.25%
A	B	-0.22%
HUBB	A	-0.2%
STX	B	-0.19%
IEX	D	-0.18%
TEAM	D	-0.17%
DELL	C	-0.15%
MRNA	F	-0.13%
WBD	D	-0.11%
LULU	D	-0.11%
MTD	B	-0.11%
CMG	C	-0.11%
SNOW	F	-0.08%