IYJ vs. EVUS ETF Comparison

Comparison of iShares U.S. Industrials ETF (IYJ) to iShares ESG Aware MSCI USA Value ETF (EVUS)

IYJ

iShares U.S. Industrials ETF

IYJ Description

The investment seeks to track the investment results of an index composed of U.S. equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Industrials Index (the "underlying index"), which measures the performance of the industrials sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$133.59

Average Daily Volume

37,466

Number of Holdings ^*

189

* may have additional holdings in another (foreign) market

EVUS

iShares ESG Aware MSCI USA Value ETF

EVUS Description

EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$29.81

Average Daily Volume

2,313

Number of Holdings ^*

234

* may have additional holdings in another (foreign) market

Performance

Period	IYJ	EVUS
30 Days	2.84%	1.48%
60 Days	9.57%	5.57%
90 Days	11.98%	10.09%
12 Months	34.69%	30.71%

51 Overlapping Holdings

Symbol	Grade	Weight in IYJ	Weight in EVUS	Overlap
ACN	B	3.2%	0.54%	0.54%
ADP	A	1.72%	1.16%	1.16%
ALLE	A	0.19%	0.16%	0.16%
AXP	A	2.29%	0.84%	0.84%
BALL	B	0.31%	0.12%	0.12%
CARR	C	1.02%	0.43%	0.43%
CAT	A	2.73%	0.77%	0.77%
CCK	A	0.17%	0.1%	0.1%
CHRW	A	0.18%	0.4%	0.18%
CMI	B	0.64%	0.7%	0.64%
CNH	C	0.14%	0.25%	0.14%
COF	C	0.87%	0.14%	0.14%
CRH	C	0.97%	0.7%	0.7%
DD	B	0.53%	0.1%	0.1%
DE	A	1.55%	0.45%	0.45%
DOV	C	0.39%	0.1%	0.1%
DOW	B	0.55%	0.13%	0.13%
ETN	C	2.0%	0.26%	0.26%
EXPD	B	0.26%	0.56%	0.26%
FBIN	B	0.16%	0.28%	0.16%
FDX	D	0.87%	0.22%	0.22%
FERG	F	0.6%	0.43%	0.43%
FI	A	1.54%	0.31%	0.31%
FIS	C	0.72%	0.25%	0.25%
FTV	B	0.41%	0.28%	0.28%
GEV	A	1.01%	0.17%	0.17%
HII	D	0.16%	0.17%	0.16%
HON	B	2.01%	0.78%	0.78%
HUBB	A	0.35%	0.14%	0.14%
IEX	D	0.24%	0.17%	0.17%
IR	B	0.59%	0.13%	0.13%
ITW	B	1.14%	0.11%	0.11%
J	D	0.28%	0.24%	0.24%
JBHT	D	0.21%	0.16%	0.16%
JCI	B	0.75%	0.35%	0.35%
KEYS	C	0.4%	0.35%	0.35%
MMM	B	1.13%	0.64%	0.64%
NOC	B	1.1%	0.44%	0.44%
OC	B	0.23%	0.19%	0.19%
PAYX	A	0.65%	0.11%	0.11%
PNR	A	0.24%	0.59%	0.24%
PPG	D	0.45%	0.36%	0.36%
PYPL	B	1.19%	0.22%	0.22%
ROK	D	0.45%	0.12%	0.12%
RTX	A	2.38%	0.8%	0.8%
SYF	C	0.3%	0.36%	0.3%
TRMB	B	0.22%	0.17%	0.17%
TTC	D	0.13%	0.09%	0.09%
UPS	D	1.42%	0.32%	0.32%
URI	B	0.79%	0.27%	0.27%
XYL	B	0.49%	0.45%	0.45%

IYJ Overweight 138 Positions Relative to EVUS

Symbol	Grade	Weight
V	C	6.8%
MA	A	6.17%
GE	C	3.09%
UNP	C	2.27%
LMT	A	1.85%
BA	F	1.35%
SHW	B	1.34%
TT	A	1.32%
GD	A	1.27%
PH	B	1.21%
TDG	A	1.16%
CTAS	C	1.07%
CSX	D	1.03%
EMR	B	0.91%
NSC	B	0.85%
PCAR	D	0.77%
FICO	C	0.69%
GWW	A	0.68%
LHX	A	0.67%
PWR	B	0.64%
HWM	A	0.6%
AME	D	0.6%
ODFL	D	0.58%
OTIS	A	0.58%
SQ	D	0.57%
VRSK	D	0.57%
EFX	D	0.56%
VMC	D	0.51%
MLM	D	0.51%
WAB	A	0.47%
MTD	B	0.45%
GPN	F	0.43%
AXON	A	0.43%
VLTO	C	0.41%
SW	B	0.37%
BLDR	B	0.36%
CPAY	A	0.32%
EME	C	0.31%
BAH	A	0.31%
TRU	C	0.31%
LII	C	0.3%
TDY	B	0.3%
CSL	A	0.3%
PKG	A	0.29%
ZBRA	C	0.28%
MAS	A	0.27%
WSO	B	0.26%
TXT	D	0.25%
SWK	A	0.25%
HEI	C	0.25%
RPM	C	0.24%
AMCR	A	0.24%
NDSN	B	0.22%
SNA	B	0.22%
FIX	B	0.21%
ACM	B	0.21%
GGG	B	0.21%
BLD	C	0.2%
TTEK	B	0.19%
CW	A	0.19%
JKHY	A	0.19%
XPO	F	0.19%
SAIA	D	0.18%
NVT	D	0.18%
HEI	C	0.18%
ITT	B	0.18%
RRX	C	0.17%
LECO	F	0.16%
ATR	A	0.16%
AFRM	C	0.16%
WMS	D	0.16%
AOS	B	0.15%
WWD	B	0.15%
GPK	B	0.14%
BWXT	A	0.14%
EXP	C	0.14%
MHK	B	0.13%
CNM	F	0.13%
GNRC	B	0.13%
AYI	A	0.13%
WEX	C	0.13%
DCI	B	0.13%
BERY	C	0.12%
MTZ	C	0.12%
ATI	B	0.12%
AXTA	C	0.12%
ALSN	A	0.12%
FCN	B	0.12%
APG	F	0.12%
SSD	C	0.12%
KNX	C	0.12%
AAON	B	0.11%
PCTY	C	0.11%
KEX	C	0.11%
WCC	C	0.11%
MKSI	F	0.11%
WSC	D	0.11%
CR	C	0.11%
TREX	D	0.11%
MIDD	D	0.11%
LSTR	D	0.1%
LFUS	C	0.1%
OSK	F	0.1%
AZEK	B	0.1%
MSA	D	0.1%
G	A	0.1%
RHI	D	0.1%
LPX	A	0.1%
CGNX	F	0.1%
VMI	B	0.09%
AWI	A	0.09%
AGCO	D	0.09%
ESAB	C	0.09%
GXO	D	0.09%
R	C	0.09%
FLS	B	0.09%
VNT	F	0.08%
ST	F	0.08%
FOUR	B	0.08%
SON	D	0.08%
BILL	D	0.08%
MDU	C	0.08%
BC	C	0.08%
EEFT	F	0.07%
SEE	B	0.07%
AL	D	0.07%
MSM	D	0.06%
SPR	D	0.06%
SLGN	A	0.06%
WU	D	0.05%
MAN	D	0.05%
GTES	C	0.05%
CXT	F	0.04%
VSTS	D	0.03%
ADT	D	0.03%
HAYW	B	0.03%
SNDR	C	0.02%
LOAR	C	0.01%

IYJ Underweight 183 Positions Relative to EVUS

Symbol	Grade	Weight
AVGO	C	-3.1%
JPM	D	-2.47%
HD	A	-2.06%
UNH	B	-2.05%
KO	B	-1.92%
PG	C	-1.54%
XOM	B	-1.53%
JNJ	C	-1.53%
TXN	C	-1.51%
IBM	C	-1.24%
BRK.A	C	-1.17%
CVX	D	-1.17%
ORCL	C	-1.16%
BAC	D	-1.14%
ABBV	A	-1.07%
PRU	C	-0.99%
CSCO	A	-0.94%
PEG	A	-0.94%
GILD	A	-0.92%
PEP	D	-0.92%
K	B	-0.91%
NEE	A	-0.9%
AMGN	D	-0.88%
ELV	F	-0.88%
VZ	A	-0.85%
MS	B	-0.84%
DHR	B	-0.84%
COP	D	-0.79%
LOW	A	-0.76%
DIS	D	-0.74%
GS	D	-0.72%
GIS	B	-0.71%
AMT	C	-0.7%
SPGI	C	-0.69%
BR	B	-0.69%
BK	C	-0.69%
ECL	A	-0.68%
CCI	A	-0.68%
PFE	D	-0.66%
MCD	A	-0.66%
OKE	C	-0.66%
QCOM	D	-0.65%
KMI	A	-0.65%
CI	C	-0.64%
C	B	-0.62%
MRK	F	-0.62%
NI	A	-0.62%
EQIX	B	-0.59%
PNC	C	-0.56%
NXPI	F	-0.55%
INTC	D	-0.54%
LIN	B	-0.53%
MET	A	-0.52%
ZTS	B	-0.48%
HIG	A	-0.48%
COR	F	-0.46%
TGT	C	-0.44%
WELL	B	-0.43%
TRV	C	-0.43%
LKQ	F	-0.42%
CLX	B	-0.42%
DLR	C	-0.41%
CMS	A	-0.4%
KR	B	-0.4%
MU	D	-0.4%
PGR	C	-0.39%
CMCSA	B	-0.39%
KMB	B	-0.38%
BMY	B	-0.37%
T	A	-0.37%
IRM	B	-0.36%
SBUX	B	-0.36%
HCA	A	-0.36%
DFS	C	-0.36%
NEM	C	-0.36%
OVV	F	-0.36%
EXC	A	-0.36%
BG	D	-0.35%
NDAQ	C	-0.35%
EA	D	-0.35%
STE	D	-0.34%
PLD	D	-0.34%
COO	C	-0.34%
ANSS	D	-0.34%
PSX	F	-0.33%
CBRE	A	-0.33%
FLUT	B	-0.32%
BBY	B	-0.32%
SCHW	D	-0.32%
HPE	C	-0.31%
TAP	D	-0.3%
KHC	B	-0.3%
EIX	A	-0.29%
WY	B	-0.29%
ADI	C	-0.29%
BLK	B	-0.29%
REGN	D	-0.29%
CAH	B	-0.29%
D	A	-0.28%
SLB	F	-0.28%
DGX	C	-0.28%
ED	A	-0.27%
CHD	B	-0.27%
NUE	D	-0.26%
BKR	B	-0.26%
USB	C	-0.26%
ES	A	-0.25%
MMC	D	-0.25%
KDP	C	-0.25%
TSCO	A	-0.24%
HBAN	C	-0.24%
ABT	C	-0.24%
AFL	A	-0.23%
CNC	F	-0.23%
A	B	-0.22%
VLO	F	-0.22%
ZBH	F	-0.22%
DAL	B	-0.22%
LH	D	-0.21%
WFC	D	-0.21%
TFC	D	-0.21%
TFX	B	-0.2%
WTRG	D	-0.2%
FDS	C	-0.19%
ACGL	A	-0.19%
DHI	B	-0.19%
MRO	D	-0.18%
AIZ	A	-0.18%
STT	C	-0.17%
TJX	C	-0.17%
MKC	B	-0.16%
HPQ	C	-0.16%
PHM	A	-0.15%
FSLR	C	-0.14%
TMO	C	-0.14%
NTRS	C	-0.14%
AKAM	D	-0.14%
IP	B	-0.14%
IFF	C	-0.14%
CPB	D	-0.14%
HOLX	D	-0.14%
WTW	A	-0.13%
CB	A	-0.13%
BIIB	F	-0.13%
HRL	F	-0.13%
EQT	C	-0.13%
WMB	A	-0.13%
FANG	F	-0.12%
SOLV	D	-0.12%
WDC	C	-0.12%
ADM	D	-0.12%
BXP	C	-0.12%
PFG	C	-0.12%
JNPR	C	-0.12%
GEHC	B	-0.11%
STZ	B	-0.11%
LDOS	A	-0.11%
ICE	A	-0.11%
TWLO	C	-0.11%
AVY	B	-0.11%
MKTX	C	-0.11%
CBOE	B	-0.11%
PSA	C	-0.11%
FOX	A	-0.11%
ULTA	D	-0.11%
AVTR	D	-0.11%
HUM	F	-0.11%
MDLZ	C	-0.1%
LYB	D	-0.1%
IPG	C	-0.1%
AZPN	C	-0.1%
RMD	C	-0.1%
SYY	B	-0.1%
STLD	C	-0.1%
GEN	A	-0.1%
APD	C	-0.1%
CAG	B	-0.1%
NKE	D	-0.1%
KMX	D	-0.09%
CVS	D	-0.09%
NTAP	D	-0.09%
DG	F	-0.07%
DLTR	F	-0.07%