LGLV vs. SUSA ETF Comparison

Comparison of SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV) to iShares MSCI USA ESG Select ETF (SUSA)

LGLV

SPDR SSGA US Large Cap Low Volatility Index ETF

LGLV Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$175.37

Average Daily Volume

18,102

Number of Holdings ^*

161

* 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

$124.59

Average Daily Volume

61,912

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

Performance

Period	LGLV	SUSA
30 Days	1.96%	2.89%
60 Days	3.88%	4.46%
90 Days	6.03%	5.92%
12 Months	26.77%	32.47%

35 Overlapping Holdings

Symbol	Grade	Weight in LGLV	Weight in SUSA	Overlap
ACN	B	0.44%	0.67%	0.44%
ADP	A	0.75%	1.29%	0.75%
AKAM	D	0.36%	0.08%	0.08%
AMT	C	0.76%	0.36%	0.36%
BR	A	0.55%	0.54%	0.54%
CHRW	B	0.46%	0.57%	0.46%
COST	A	0.72%	0.57%	0.57%
CSCO	B	0.53%	0.73%	0.53%
EA	A	0.69%	0.72%	0.69%
ED	C	0.91%	0.27%	0.27%
EQIX	A	0.91%	0.58%	0.58%
FDS	B	0.68%	0.16%	0.16%
GIS	D	1.07%	0.74%	0.74%
GOOGL	C	0.53%	2.0%	0.53%
HD	B	0.52%	1.68%	0.52%
IBM	C	0.61%	0.76%	0.61%
K	A	0.83%	1.38%	0.83%
LIN	C	1.14%	0.09%	0.09%
LNG	A	0.42%	0.85%	0.42%
LOW	C	0.39%	0.72%	0.39%
MMC	B	0.88%	0.29%	0.29%
MMM	D	0.74%	0.77%	0.74%
MRK	D	0.52%	0.51%	0.51%
MSFT	D	0.68%	4.66%	0.68%
NDAQ	A	0.86%	0.26%	0.26%
NI	A	0.58%	0.11%	0.11%
PEP	F	1.23%	0.81%	0.81%
PG	C	1.0%	0.46%	0.46%
PGR	A	0.99%	0.69%	0.69%
SOLV	D	0.09%	0.11%	0.09%
TRV	B	0.85%	0.45%	0.45%
TSCO	D	0.52%	0.25%	0.25%
TXN	C	0.57%	1.28%	0.57%
V	A	0.64%	0.99%	0.64%
VZ	C	0.87%	0.5%	0.5%

LGLV Overweight 126 Positions Relative to SUSA

Symbol	Grade	Weight
WMT	A	1.3%
CL	D	1.23%
XEL	A	1.2%
APD	A	1.14%
PEG	A	1.1%
DUK	C	1.07%
AVB	B	1.06%
RSG	A	1.03%
EQR	C	1.01%
PSA	C	1.01%
SO	C	1.01%
VMC	B	1.01%
JNJ	C	0.98%
WEC	A	0.97%
BRK.A	B	0.95%
DTE	C	0.89%
WM	B	0.87%
AEE	A	0.85%
AJG	A	0.84%
MCD	D	0.84%
BRO	B	0.83%
MSI	B	0.81%
CME	B	0.81%
ALL	A	0.8%
KMI	A	0.79%
BMY	B	0.79%
UNH	B	0.78%
MKL	A	0.77%
LMT	D	0.77%
MCK	A	0.77%
PKG	A	0.74%
FI	A	0.73%
CB	C	0.73%
GRMN	B	0.73%
COR	B	0.73%
INVH	D	0.73%
BDX	F	0.72%
CMS	C	0.71%
BAH	F	0.71%
GD	D	0.71%
WTW	B	0.71%
AON	A	0.7%
AFL	B	0.7%
ICE	C	0.69%
T	A	0.69%
ORCL	A	0.69%
NOC	D	0.69%
PAYX	B	0.68%
OTIS	C	0.67%
MAA	B	0.67%
TYL	B	0.65%
TJX	A	0.65%
ETN	A	0.64%
WRB	A	0.64%
J	D	0.63%
ABT	B	0.63%
IEX	C	0.62%
HON	C	0.61%
FOXA	A	0.61%
CHKP	C	0.61%
MDT	D	0.6%
FAST	B	0.59%
ROP	B	0.58%
VRSK	A	0.58%
PCAR	B	0.57%
AVY	F	0.57%
L	A	0.55%
AME	A	0.55%
SUI	C	0.55%
WMB	A	0.55%
RYAN	A	0.54%
CASY	A	0.54%
AMCR	C	0.53%
GGG	B	0.53%
ORLY	B	0.53%
ITW	B	0.52%
UDR	B	0.52%
VRSN	C	0.5%
AZO	C	0.49%
UNP	C	0.48%
ELS	C	0.48%
CNA	C	0.47%
NDSN	B	0.47%
ROL	B	0.47%
HLI	A	0.46%
JKHY	D	0.45%
CPT	B	0.45%
CMCSA	B	0.45%
AMH	C	0.45%
NVR	D	0.44%
SBUX	A	0.44%
SCI	B	0.43%
ATR	B	0.41%
YUM	D	0.41%
AIZ	A	0.4%
FTV	C	0.4%
CACI	D	0.39%
DOX	D	0.36%
GL	C	0.36%
CSGP	D	0.36%
DTM	A	0.35%
ORI	A	0.34%
DCI	B	0.33%
CVX	A	0.33%
SEIC	B	0.32%
XOM	B	0.32%
CBSH	B	0.32%
GPK	C	0.31%
CHE	D	0.3%
TTC	C	0.3%
EGP	D	0.29%
ADC	A	0.27%
DLB	B	0.25%
GNTX	C	0.25%
RLI	A	0.25%
FR	D	0.25%
LSTR	D	0.24%
CDP	C	0.24%
MSA	F	0.23%
SAIC	F	0.23%
CWST	A	0.22%
SIGI	C	0.21%
DG	F	0.2%
SON	F	0.18%
MMS	F	0.18%
NEU	D	0.14%

LGLV Underweight 140 Positions Relative to SUSA

Symbol	Grade	Weight
NVDA	B	-5.47%
AAPL	C	-4.77%
GOOG	C	-1.91%
TSLA	B	-1.8%
KO	D	-1.62%
AVGO	D	-1.56%
OKE	A	-1.53%
TT	A	-1.5%
LLY	F	-1.31%
ECL	D	-1.3%
CRH	A	-1.19%
CRM	B	-1.18%
GILD	C	-1.14%
MS	A	-1.12%
INTU	B	-1.06%
ADBE	C	-1.02%
AXP	A	-1.02%
MA	B	-0.95%
PNR	A	-0.92%
NOW	A	-0.91%
ADSK	A	-0.84%
AMAT	F	-0.81%
ZTS	D	-0.8%
PRU	A	-0.8%
GWW	B	-0.78%
TRGP	A	-0.78%
EXPD	C	-0.77%
DECK	A	-0.74%
CDNS	B	-0.71%
CMI	A	-0.67%
BK	A	-0.67%
AMGN	F	-0.66%
HPE	B	-0.65%
FERG	B	-0.63%
DIS	B	-0.62%
DHR	F	-0.6%
GE	D	-0.59%
SPGI	C	-0.59%
CCI	C	-0.58%
CLX	A	-0.58%
AMD	F	-0.55%
MCO	B	-0.54%
ELV	F	-0.52%
XYL	D	-0.51%
WDAY	B	-0.51%
BKR	A	-0.51%
LKQ	F	-0.49%
NFLX	A	-0.49%
AXON	A	-0.48%
VLTO	C	-0.47%
LRCX	F	-0.46%
DGX	A	-0.45%
BG	D	-0.45%
NXPI	D	-0.44%
IDXX	F	-0.44%
LII	A	-0.44%
WSM	C	-0.42%
CBRE	B	-0.42%
KMB	C	-0.41%
HBAN	A	-0.41%
WAT	C	-0.4%
ES	C	-0.4%
INTC	C	-0.39%
BBY	D	-0.39%
GDDY	A	-0.39%
BKNG	A	-0.38%
A	D	-0.37%
VRTX	D	-0.35%
EW	C	-0.34%
SLB	C	-0.34%
KEYS	A	-0.34%
TWLO	A	-0.31%
ANET	C	-0.31%
PANW	B	-0.31%
JCI	B	-0.3%
QCOM	F	-0.29%
WELL	A	-0.29%
SNPS	B	-0.29%
PNC	B	-0.29%
VLO	C	-0.28%
STE	D	-0.28%
DVA	C	-0.27%
TGT	F	-0.27%
FIS	C	-0.27%
MU	D	-0.26%
TRMB	B	-0.25%
ANSS	B	-0.24%
WST	C	-0.23%
ACGL	C	-0.23%
HCA	F	-0.23%
ZBH	C	-0.22%
CHD	A	-0.22%
HPQ	B	-0.21%
CARR	C	-0.21%
IRM	C	-0.21%
TEAM	A	-0.2%
COO	D	-0.2%
KR	B	-0.2%
HUBS	A	-0.19%
HOLX	D	-0.19%
SYF	B	-0.19%
MELI	C	-0.19%
MRVL	B	-0.19%
LH	B	-0.18%
NEM	D	-0.18%
MOH	F	-0.18%
NTRS	A	-0.18%
CNH	C	-0.17%
IFF	D	-0.15%
BALL	F	-0.14%
RCL	A	-0.14%
ALNY	D	-0.14%
STT	B	-0.13%
CAT	B	-0.13%
FSLR	F	-0.13%
KDP	F	-0.13%
PTC	B	-0.13%
MDB	B	-0.13%
MTD	F	-0.12%
PWR	A	-0.12%
MKC	C	-0.12%
TFC	A	-0.11%
IPG	D	-0.11%
LULU	C	-0.11%
FBIN	D	-0.11%
NUE	C	-0.11%
OC	A	-0.11%
APTV	F	-0.1%
WDC	D	-0.1%
DXCM	C	-0.1%
STX	C	-0.1%
IT	C	-0.1%
RIVN	F	-0.09%
PPG	F	-0.09%
SNOW	B	-0.09%
REGN	F	-0.08%
BIIB	F	-0.08%
AVTR	F	-0.08%
HUM	C	-0.08%
KHC	F	-0.08%