IWY vs. NWLG ETF Comparison

Comparison of iShares Russell Top 200 Growth ETF (IWY) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)

IWY

iShares Russell Top 200 Growth ETF

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

Grade (RS Rating)

Last Trade

$218.70

Average Daily Volume

413,556

Number of Holdings ^*

105

* may have additional holdings in another (foreign) market

NWLG

Nuveen Winslow Large-Cap Growth ESG ETF

NWLG Description

The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.

Grade (RS Rating)

Last Trade

$32.01

Average Daily Volume

1,634

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IWY	NWLG
30 Days	1.36%	1.13%
60 Days	6.55%	6.00%
90 Days	2.01%	0.60%
12 Months	42.19%	45.55%

32 Overlapping Holdings

Symbol	Grade	Weight in IWY	Weight in NWLG	Overlap
AAPL	C	13.31%	6.25%	6.25%
ADBE	F	0.99%	0.86%	0.86%
AMD	D	0.67%	1.61%	0.67%
AMZN	C	7.13%	8.59%	7.13%
ANET	B	0.38%	1.12%	0.38%
APH	D	0.18%	1.11%	0.18%
AVGO	C	3.14%	3.7%	3.14%
BKNG	B	0.52%	1.52%	0.52%
CMG	C	0.32%	1.34%	0.32%
ECL	A	0.22%	1.06%	0.22%
GE	B	0.17%	2.03%	0.17%
GOOG	D	3.21%	2.69%	2.69%
GOOGL	D	3.81%	3.14%	3.14%
INTU	C	0.74%	2.08%	0.74%
ISRG	B	0.71%	2.38%	0.71%
KKR	B	0.1%	2.19%	0.1%
LLY	C	3.23%	2.28%	2.28%
LRCX	F	0.41%	1.39%	0.41%
MA	B	1.68%	2.85%	1.68%
MSFT	C	13.18%	13.47%	13.18%
NFLX	B	1.23%	1.86%	1.23%
NOW	B	0.74%	1.79%	0.74%
NVDA	D	11.66%	8.24%	8.24%
ORCL	C	1.05%	1.65%	1.05%
ORLY	C	0.25%	1.21%	0.25%
SNPS	D	0.31%	0.97%	0.31%
SPOT	B	0.2%	2.34%	0.2%
SYK	B	0.16%	1.22%	0.16%
TT	B	0.12%	2.94%	0.12%
TXN	C	0.09%	0.91%	0.09%
UBER	C	0.6%	1.53%	0.6%
WDAY	D	0.22%	2.32%	0.22%

IWY Overweight 73 Positions Relative to NWLG

Symbol	Grade	Weight
META	B	4.73%
TSLA	C	2.63%
V	B	1.86%
COST	B	1.67%
HD	A	1.24%
MRK	F	1.21%
CRM	D	0.83%
PEP	D	0.79%
QCOM	F	0.72%
KO	B	0.65%
ABBV	C	0.61%
AMAT	D	0.59%
AMGN	B	0.57%
PGR	B	0.52%
AMT	C	0.46%
ADP	B	0.44%
PANW	C	0.44%
BX	B	0.44%
KLAC	D	0.42%
PG	C	0.38%
SBUX	C	0.36%
WM	D	0.34%
SHW	A	0.33%
TJX	C	0.33%
MCO	C	0.31%
ZTS	B	0.3%
UNP	D	0.3%
CDNS	D	0.3%
CTAS	C	0.28%
VRTX	D	0.26%
NKE	D	0.24%
AXP	B	0.23%
CRWD	D	0.23%
ADSK	C	0.23%
ABNB	D	0.21%
AZO	D	0.2%
CL	C	0.19%
APO	B	0.18%
GS	C	0.17%
CPRT	D	0.17%
FTNT	B	0.16%
LMT	A	0.16%
DASH	B	0.16%
SNOW	F	0.15%
UNH	D	0.15%
MSI	A	0.14%
MNST	D	0.13%
LULU	D	0.13%
FI	A	0.13%
ITW	C	0.12%
MCK	F	0.12%
TEAM	D	0.11%
CAT	B	0.1%
HCA	B	0.08%
KMB	D	0.08%
ELV	D	0.08%
HON	D	0.08%
MCD	A	0.06%
MMM	A	0.06%
BA	F	0.06%
TDG	A	0.06%
MMC	C	0.06%
PSA	A	0.04%
CI	C	0.04%
SCHW	D	0.04%
CEG	C	0.04%
REGN	D	0.04%
MS	C	0.03%
EL	F	0.03%
EW	F	0.03%
DELL	C	0.02%
EQIX	B	0.02%
MRVL	C	0.02%

IWY Underweight 9 Positions Relative to NWLG

Symbol	Grade	Weight
MELI	B	-2.22%
FICO	B	-1.71%
ASML	F	-1.55%
SHOP	C	-1.09%
BSX	B	-1.01%
HLT	B	-1.01%
WCN	D	-0.94%
ALNY	C	-0.93%
VMC	D	-0.89%