IXJ vs. SUSA ETF Comparison

Comparison of iShares Global Healthcare ETF (IXJ) to iShares MSCI USA ESG Select ETF (SUSA)

IXJ

iShares Global Healthcare ETF

IXJ Description

The investment seeks to track the investment results of an index composed of global equities in the healthcare sector. 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 Global 1200 Healthcare Sector IndexTM (the "underlying index"), which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), deems to be a part of the healthcare sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$88.88

Average Daily Volume

132,313

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$122.67

Average Daily Volume

61,764

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

Performance

Period	IXJ	SUSA
30 Days	-8.91%	0.79%
60 Days	-9.98%	3.12%
90 Days	-10.64%	4.99%
12 Months	9.18%	31.28%

28 Overlapping Holdings

Symbol	Grade	Weight in IXJ	Weight in SUSA	Overlap
A	F	0.52%	0.39%	0.39%
AMGN	D	2.16%	0.69%	0.69%
BIIB	F	0.34%	0.08%	0.08%
COO	D	0.27%	0.21%	0.21%
DGX	A	0.24%	0.45%	0.24%
DHR	D	2.09%	0.62%	0.62%
DVA	C	0.1%	0.27%	0.1%
DXCM	C	0.41%	0.1%	0.1%
ELV	F	1.28%	0.54%	0.54%
EW	C	0.54%	0.31%	0.31%
GILD	C	1.56%	1.21%	1.21%
HCA	F	0.87%	0.24%	0.24%
HOLX	D	0.24%	0.19%	0.19%
HUM	D	0.47%	0.08%	0.08%
IDXX	F	0.48%	0.44%	0.44%
LH	B	0.27%	0.18%	0.18%
LLY	F	8.42%	1.45%	1.45%
MOH	F	0.25%	0.2%	0.2%
MRK	F	3.39%	0.51%	0.51%
MTD	F	0.36%	0.13%	0.13%
REGN	F	1.13%	0.08%	0.08%
SOLV	F	0.13%	0.11%	0.11%
STE	D	0.3%	0.29%	0.29%
VRTX	D	1.7%	0.38%	0.38%
WAT	C	0.31%	0.44%	0.31%
WST	D	0.33%	0.24%	0.24%
ZBH	C	0.3%	0.21%	0.21%
ZTS	D	1.09%	0.78%	0.78%

IXJ Overweight 35 Positions Relative to SUSA

Symbol	Grade	Weight
UNH	C	7.43%
JNJ	D	4.7%
ABBV	F	4.08%
TMO	F	2.76%
ABT	A	2.72%
ISRG	A	2.59%
PFE	F	2.02%
SYK	A	1.79%
BSX	A	1.75%
BMY	A	1.63%
MDT	D	1.5%
CI	D	1.23%
MCK	A	1.08%
CVS	F	0.94%
BDX	F	0.89%
COR	B	0.58%
GEHC	D	0.52%
IQV	F	0.48%
RMD	C	0.46%
CNC	F	0.42%
CAH	B	0.41%
PODD	B	0.25%
ALGN	D	0.22%
BAX	F	0.22%
VTRS	A	0.22%
RVTY	D	0.2%
INCY	C	0.17%
TECH	F	0.16%
UHS	D	0.16%
CTLT	D	0.15%
CRL	D	0.15%
TFX	F	0.13%
HSIC	C	0.12%
MRNA	F	0.12%
MBAVU	A	0.05%

IXJ Underweight 147 Positions Relative to SUSA

Symbol	Grade	Weight
NVDA	A	-5.45%
MSFT	D	-4.66%
AAPL	C	-4.63%
GOOGL	B	-2.02%
GOOG	B	-1.93%
TSLA	A	-1.68%
HD	A	-1.64%
AVGO	C	-1.64%
KO	D	-1.62%
TT	A	-1.47%
OKE	A	-1.44%
K	B	-1.37%
TXN	C	-1.34%
ADP	B	-1.32%
ECL	D	-1.3%
CRM	B	-1.23%
CRH	B	-1.17%
INTU	B	-1.13%
MS	A	-1.11%
ADBE	D	-1.06%
AXP	B	-1.02%
V	A	-0.98%
MA	B	-0.96%
NOW	B	-0.92%
PNR	B	-0.9%
AMAT	F	-0.88%
PEP	F	-0.84%
ADSK	B	-0.84%
LNG	A	-0.81%
GWW	B	-0.79%
PRU	B	-0.79%
MMM	D	-0.77%
EXPD	D	-0.76%
GIS	F	-0.75%
IBM	C	-0.75%
LOW	C	-0.74%
TRGP	A	-0.74%
CSCO	B	-0.74%
DECK	A	-0.73%
EA	A	-0.7%
CDNS	B	-0.7%
PGR	B	-0.7%
BK	B	-0.67%
ACN	C	-0.67%
CMI	A	-0.65%
HPE	B	-0.65%
FERG	C	-0.64%
GE	D	-0.6%
SPGI	D	-0.59%
EQIX	A	-0.56%
CCI	C	-0.56%
CHRW	B	-0.56%
COST	A	-0.56%
CLX	A	-0.56%
AMD	F	-0.56%
DIS	B	-0.55%
MCO	D	-0.54%
BR	B	-0.54%
WDAY	C	-0.53%
XYL	D	-0.51%
BKR	B	-0.51%
LRCX	F	-0.49%
LKQ	F	-0.49%
VZ	C	-0.48%
AXON	A	-0.46%
VLTO	C	-0.46%
NFLX	A	-0.45%
PG	C	-0.44%
BG	D	-0.44%
NXPI	F	-0.44%
TRV	A	-0.44%
LII	A	-0.43%
CBRE	B	-0.42%
HBAN	B	-0.41%
BBY	D	-0.4%
WSM	D	-0.39%
ES	C	-0.39%
GDDY	A	-0.39%
KMB	C	-0.39%
INTC	C	-0.38%
BKNG	A	-0.37%
KEYS	C	-0.36%
AMT	D	-0.34%
SLB	C	-0.34%
ANET	C	-0.32%
PANW	B	-0.31%
PNC	B	-0.3%
SNPS	C	-0.3%
JCI	B	-0.3%
TWLO	A	-0.3%
MMC	D	-0.29%
FIS	C	-0.28%
MU	D	-0.28%
QCOM	F	-0.28%
WELL	A	-0.28%
ED	C	-0.27%
TGT	B	-0.27%
TRMB	B	-0.26%
VLO	C	-0.26%
NDAQ	A	-0.25%
TSCO	D	-0.25%
ANSS	B	-0.24%
ACGL	D	-0.24%
IRM	C	-0.21%
KR	B	-0.21%
CHD	A	-0.21%
CARR	D	-0.21%
MRVL	B	-0.2%
HPQ	B	-0.2%
HUBS	B	-0.19%
SYF	B	-0.19%
TEAM	A	-0.19%
MELI	D	-0.19%
NTRS	A	-0.18%
NEM	D	-0.17%
CNH	C	-0.16%
FDS	B	-0.16%
ALNY	D	-0.16%
IFF	D	-0.15%
KDP	D	-0.14%
BALL	D	-0.14%
RCL	A	-0.14%
STT	B	-0.13%
CAT	C	-0.13%
PTC	B	-0.13%
MDB	C	-0.13%
LULU	C	-0.12%
NUE	D	-0.12%
MKC	D	-0.12%
FSLR	F	-0.12%
NI	A	-0.11%
IT	C	-0.11%
OC	A	-0.11%
IPG	F	-0.11%
FBIN	F	-0.11%
PWR	A	-0.11%
STX	D	-0.1%
APTV	F	-0.1%
TFC	A	-0.1%
AVTR	F	-0.09%
SNOW	C	-0.09%
PPG	F	-0.09%
WDC	F	-0.09%
LIN	D	-0.09%
RIVN	F	-0.09%
AKAM	F	-0.08%
KHC	F	-0.08%