IWX vs. SUSL ETF Comparison

Comparison of iShares Russell Top 200 Value ETF (IWX) to iShares ESG MSCI USA Leaders ETF (SUSL)

IWX

iShares Russell Top 200 Value ETF

IWX 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 Russell Top 200 Value Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization value sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$84.27

Average Daily Volume

315,888

Number of Holdings ^*

158

* may have additional holdings in another (foreign) market

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$105.82

Average Daily Volume

22,593

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	IWX	SUSL
30 Days	2.62%	3.38%
60 Days	4.46%	5.08%
90 Days	6.64%	6.25%
12 Months	28.30%	32.87%

79 Overlapping Holdings

Symbol	Grade	Weight in IWX	Weight in SUSL	Overlap
ACN	C	1.34%	0.82%	0.82%
ADP	B	0.05%	0.45%	0.05%
AMAT	F	0.07%	0.53%	0.07%
AMD	F	0.45%	0.8%	0.45%
AMGN	D	0.2%	0.56%	0.2%
APD	A	0.43%	0.26%	0.26%
AXP	A	0.61%	0.61%	0.61%
AZO	C	0.03%	0.19%	0.03%
BKNG	A	0.06%	0.64%	0.06%
BLK	C	0.93%	0.55%	0.55%
BMY	B	0.69%	0.43%	0.43%
CARR	D	0.38%	0.22%	0.22%
CAT	B	0.97%	0.69%	0.69%
CI	F	0.49%	0.34%	0.34%
CL	D	0.21%	0.27%	0.21%
CMCSA	B	0.99%	0.62%	0.62%
COF	B	0.42%	0.25%	0.25%
CRH	A	0.41%	0.25%	0.25%
CRM	B	0.28%	1.18%	0.28%
CSX	B	0.41%	0.25%	0.25%
CTAS	B	0.02%	0.29%	0.02%
DASH	A	0.04%	0.19%	0.04%
DE	A	0.61%	0.41%	0.41%
DHR	F	0.9%	0.57%	0.57%
DIS	B	1.27%	0.76%	0.76%
ECL	D	0.05%	0.23%	0.05%
ELV	F	0.47%	0.34%	0.34%
EQIX	A	0.49%	0.32%	0.32%
ETN	A	0.86%	0.54%	0.54%
EW	C	0.2%	0.15%	0.15%
FI	A	0.5%	0.46%	0.46%
GE	D	0.91%	0.71%	0.71%
GILD	C	0.66%	0.4%	0.4%
HCA	F	0.29%	0.24%	0.24%
HD	A	0.49%	1.47%	0.49%
IBM	C	1.13%	0.74%	0.74%
ICE	C	0.53%	0.33%	0.33%
INTC	D	0.62%	0.38%	0.38%
ITW	B	0.3%	0.29%	0.29%
JCI	C	0.34%	0.2%	0.2%
JNJ	D	2.24%	1.35%	1.35%
KDP	D	0.21%	0.13%	0.13%
KMB	D	0.16%	0.17%	0.16%
KO	D	0.62%	0.94%	0.62%
LIN	D	1.3%	0.79%	0.79%
LOW	D	0.93%	0.55%	0.55%
MCD	D	1.19%	0.75%	0.75%
MMC	B	0.57%	0.4%	0.4%
MMM	D	0.35%	0.25%	0.25%
MPC	D	0.33%	0.2%	0.2%
MRVL	B	0.42%	0.29%	0.29%
MS	A	0.88%	0.6%	0.6%
NEM	D	0.28%	0.18%	0.18%
NKE	D	0.21%	0.33%	0.21%
ORLY	B	0.03%	0.26%	0.03%
PEP	F	0.28%	0.8%	0.28%
PG	A	1.87%	1.47%	1.47%
PGR	A	0.14%	0.56%	0.14%
PLD	D	0.63%	0.38%	0.38%
PNC	B	0.5%	0.3%	0.3%
PSX	C	0.33%	0.2%	0.2%
PYPL	B	0.53%	0.31%	0.31%
SCHW	B	0.65%	0.44%	0.44%
SLB	C	0.37%	0.23%	0.23%
SPGI	C	0.95%	0.59%	0.59%
SRE	A	0.35%	0.22%	0.22%
TFC	A	0.37%	0.23%	0.23%
TGT	F	0.42%	0.2%	0.2%
TJX	A	0.33%	0.49%	0.33%
TRV	B	0.36%	0.22%	0.22%
TT	A	0.37%	0.34%	0.34%
TXN	C	0.97%	0.65%	0.65%
UNP	C	0.45%	0.53%	0.45%
UPS	C	0.59%	0.35%	0.35%
USB	A	0.47%	0.29%	0.29%
VLO	C	0.27%	0.17%	0.17%
VZ	C	1.06%	0.65%	0.65%
WELL	A	0.49%	0.3%	0.3%
ZTS	D	0.08%	0.29%	0.08%

IWX Overweight 79 Positions Relative to SUSL

Symbol	Grade	Weight
BRK.A	B	5.18%
JPM	A	4.24%
XOM	B	3.23%
UNH	C	3.06%
WMT	A	2.2%
BAC	A	1.91%
CVX	A	1.68%
WFC	A	1.57%
CSCO	B	1.4%
ABT	B	1.21%
PM	B	1.2%
TMO	F	1.18%
ABBV	D	1.0%
T	A	0.98%
NEE	D	0.95%
RTX	C	0.95%
PFE	D	0.85%
GS	A	0.83%
COP	C	0.79%
C	A	0.79%
BSX	B	0.77%
HON	B	0.76%
CB	C	0.7%
TMUS	B	0.69%
MDT	D	0.68%
MU	D	0.64%
ADI	D	0.62%
SYK	C	0.6%
MO	A	0.58%
SO	D	0.58%
PH	A	0.54%
GEV	B	0.54%
MDLZ	F	0.52%
DUK	C	0.52%
BA	F	0.49%
CME	A	0.49%
EOG	A	0.47%
LMT	D	0.47%
GD	F	0.47%
AON	A	0.45%
REGN	F	0.44%
EMR	A	0.44%
KKR	A	0.43%
NOC	D	0.41%
FDX	B	0.4%
CVS	D	0.4%
BDX	F	0.39%
GM	B	0.38%
MAR	B	0.38%
FCX	D	0.37%
NSC	B	0.36%
CEG	D	0.36%
VRTX	F	0.36%
PCAR	B	0.35%
ROP	B	0.35%
TDG	D	0.33%
AEP	D	0.31%
MET	A	0.3%
AIG	B	0.3%
D	C	0.29%
MCK	B	0.27%
PSA	D	0.27%
MSI	B	0.26%
RSG	A	0.26%
F	C	0.26%
STZ	D	0.23%
APH	A	0.21%
OXY	D	0.2%
DELL	C	0.18%
KHC	F	0.17%
SBUX	A	0.15%
APO	B	0.13%
FTNT	C	0.07%
QCOM	F	0.07%
MRNA	F	0.07%
EL	F	0.06%
SHW	A	0.05%
MNST	C	0.04%
CPRT	A	0.02%

IWX Underweight 214 Positions Relative to SUSL

Symbol	Grade	Weight
NVDA	C	-13.05%
MSFT	F	-10.54%
GOOGL	C	-3.56%
TSLA	B	-3.52%
GOOG	C	-3.09%
LLY	F	-2.19%
V	A	-1.76%
MA	C	-1.55%
MRK	F	-0.91%
ADBE	C	-0.81%
NOW	A	-0.78%
INTU	C	-0.69%
PANW	C	-0.47%
LRCX	F	-0.35%
AMT	D	-0.34%
MELI	D	-0.32%
SNPS	B	-0.31%
CDNS	B	-0.3%
MCO	B	-0.28%
WMB	A	-0.26%
OKE	A	-0.25%
ADSK	A	-0.25%
HLT	A	-0.23%
AFL	B	-0.22%
DLR	B	-0.22%
WDAY	B	-0.21%
FICO	B	-0.21%
NXPI	D	-0.21%
RCL	A	-0.21%
BK	A	-0.21%
URI	B	-0.2%
AMP	A	-0.2%
LNG	B	-0.19%
GWW	B	-0.19%
ALL	A	-0.19%
PWR	A	-0.18%
CMI	A	-0.18%
PAYX	C	-0.17%
FIS	C	-0.17%
DHI	D	-0.17%
DFS	B	-0.16%
TRGP	B	-0.16%
COR	B	-0.16%
BKR	B	-0.16%
AXON	A	-0.16%
PRU	A	-0.16%
CCI	D	-0.16%
IT	C	-0.15%
KR	B	-0.15%
CBRE	B	-0.15%
TEAM	A	-0.15%
FERG	B	-0.15%
IR	B	-0.15%
EA	A	-0.15%
ODFL	B	-0.15%
YUM	B	-0.14%
A	D	-0.14%
EXC	C	-0.14%
IRM	D	-0.13%
NDAQ	A	-0.13%
HUBS	A	-0.13%
HIG	B	-0.13%
GEHC	F	-0.13%
HUM	C	-0.13%
GIS	D	-0.13%
CHTR	C	-0.13%
NUE	C	-0.13%
LULU	C	-0.13%
IQV	D	-0.13%
MLM	B	-0.13%
ACGL	D	-0.13%
HPQ	B	-0.13%
WTW	B	-0.12%
RJF	A	-0.12%
EIX	B	-0.12%
ED	D	-0.12%
IDXX	F	-0.12%
SW	A	-0.11%
TSCO	D	-0.11%
DXCM	D	-0.11%
KEYS	A	-0.11%
ANSS	B	-0.11%
XYL	D	-0.11%
EBAY	D	-0.11%
TTWO	A	-0.11%
ROK	B	-0.11%
VLTO	D	-0.1%
TROW	B	-0.1%
BR	A	-0.1%
PHM	D	-0.1%
AWK	D	-0.1%
FTV	C	-0.1%
CHD	B	-0.1%
DECK	A	-0.1%
NVR	D	-0.1%
DOV	A	-0.1%
HAL	C	-0.1%
HPE	B	-0.1%
PPG	F	-0.1%
STT	A	-0.1%
SBAC	D	-0.09%
LPLA	A	-0.09%
RF	A	-0.09%
EME	C	-0.09%
HBAN	A	-0.09%
SYF	B	-0.09%
MTD	D	-0.09%
NTAP	C	-0.09%
LII	A	-0.08%
CMS	C	-0.08%
CLX	B	-0.08%
STE	F	-0.08%
CFG	B	-0.08%
WDC	D	-0.08%
STLD	B	-0.08%
LYB	F	-0.08%
WAT	B	-0.08%
CBOE	B	-0.08%
ES	D	-0.08%
WSM	B	-0.08%
WY	D	-0.08%
K	A	-0.08%
ZBH	C	-0.08%
NTRS	A	-0.08%
ATO	A	-0.08%
IFF	D	-0.08%
BIIB	F	-0.08%
PTC	A	-0.08%
WST	C	-0.08%
KEY	B	-0.07%
PODD	C	-0.07%
HOLX	D	-0.07%
DGX	A	-0.07%
FSLR	F	-0.07%
FDS	B	-0.07%
BALL	D	-0.07%
ZS	C	-0.07%
TRU	D	-0.07%
DRI	B	-0.07%
IP	B	-0.07%
COO	D	-0.07%
STX	D	-0.07%
PFG	D	-0.07%
MKC	D	-0.07%
OMC	C	-0.07%
NRG	B	-0.07%
LH	C	-0.07%
DOC	D	-0.06%
DPZ	C	-0.06%
AVY	D	-0.06%
ALGN	D	-0.06%
ULTA	F	-0.06%
DOCU	A	-0.06%
MANH	D	-0.06%
TWLO	A	-0.06%
GEN	B	-0.06%
NI	A	-0.06%
GPC	D	-0.06%
EXPD	D	-0.06%
EQH	B	-0.06%
OC	A	-0.06%
IEX	B	-0.06%
MOH	F	-0.06%
TRMB	B	-0.06%
BURL	A	-0.06%
PNR	A	-0.06%
BBY	D	-0.06%
DAY	B	-0.05%
BG	F	-0.05%
KMX	B	-0.05%
NBIX	C	-0.05%
CHRW	C	-0.05%
CAG	D	-0.05%
AVTR	F	-0.05%
POOL	C	-0.05%
AKAM	D	-0.05%
APTV	D	-0.05%
JBHT	C	-0.05%
GGG	B	-0.05%
MKTX	D	-0.04%
NLY	C	-0.04%
LKQ	D	-0.04%
ALLY	C	-0.04%
DAL	C	-0.04%
SOLV	C	-0.04%
WTRG	B	-0.04%
CNH	C	-0.04%
CTLT	B	-0.04%
FOXA	B	-0.04%
IPG	D	-0.04%
LW	C	-0.04%
TECH	D	-0.04%
JNPR	F	-0.04%
AIZ	A	-0.04%
BXP	D	-0.04%
SJM	D	-0.04%
ALLE	D	-0.04%
DINO	D	-0.03%
AZPN	A	-0.03%
ACI	C	-0.03%
RIVN	F	-0.03%
CPB	D	-0.03%
TTC	D	-0.03%
ENPH	F	-0.03%
DVA	B	-0.03%
TFX	F	-0.03%
HRL	D	-0.03%
KNX	B	-0.03%
HSIC	B	-0.03%
FBIN	D	-0.03%
WBA	F	-0.02%
FOX	A	-0.02%
BEN	C	-0.02%
BBWI	D	-0.02%