LRGF vs. EFIV ETF Comparison
Comparison of iShares FactorSelect MSCI USA ETF (LRGF) to SPDR S&P 500 ESG ETF (EFIV)
LRGF
iShares FactorSelect MSCI USA ETF
LRGF Description
The investment seeks to track the investment results of the MSCI USA Diversified Multi-Factor Index (the "underlying index"), which has been developed by MSCI Inc. ("MSCI"). 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. The underlying index is designed to select equity securities from MSCI USA Index (the "Parent index") that have high exposure to four investment style factors: value, quality, momentum and low size, while maintaining a level of risk similar to that of the Parent index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$60.48
Average Daily Volume
89,398
Number of Holdings
*
273
* may have additional holdings in another (foreign) market
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$56.83
Average Daily Volume
106,784
Number of Holdings
*
312
* may have additional holdings in another (foreign) market
Performance
| Period | LRGF | EFIV |
|---|---|---|
| 30 Days | 0.92% | 0.53% |
| 60 Days | 5.33% | 4.48% |
| 90 Days | 6.93% | 5.51% |
| 12 Months | 35.32% | 29.76% |
131 Overlapping Holdings
| Symbol | Grade | Weight in LRGF | Weight in EFIV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.31% | 9.52% | 6.31% | |
| ABBV | F | 1.06% | 1.0% | 1.0% | |
| ABT | B | 0.53% | 0.57% | 0.53% | |
| ACGL | C | 0.07% | 0.11% | 0.07% | |
| ACN | C | 0.14% | 0.63% | 0.14% | |
| ADBE | F | 0.27% | 0.63% | 0.27% | |
| ADM | D | 0.07% | 0.07% | 0.07% | |
| ADP | B | 0.16% | 0.35% | 0.16% | |
| AFL | C | 0.37% | 0.15% | 0.15% | |
| AIG | B | 0.3% | 0.14% | 0.14% | |
| AMAT | F | 0.48% | 0.44% | 0.44% | |
| AMD | F | 0.14% | 0.66% | 0.14% | |
| AMGN | D | 0.46% | 0.49% | 0.46% | |
| AMP | A | 0.4% | 0.16% | 0.16% | |
| AMT | D | 0.09% | 0.26% | 0.09% | |
| AVB | A | 0.22% | 0.09% | 0.09% | |
| AWK | C | 0.52% | 0.07% | 0.07% | |
| AXP | A | 0.23% | 0.47% | 0.23% | |
| BAC | A | 0.36% | 0.86% | 0.36% | |
| BBY | C | 0.23% | 0.05% | 0.05% | |
| BDX | F | 0.02% | 0.19% | 0.02% | |
| BK | A | 0.61% | 0.16% | 0.16% | |
| BMY | B | 0.67% | 0.32% | 0.32% | |
| BSX | B | 0.02% | 0.36% | 0.02% | |
| BXP | D | 0.04% | 0.03% | 0.03% | |
| C | A | 0.15% | 0.37% | 0.15% | |
| CARR | D | 0.07% | 0.18% | 0.07% | |
| CAT | B | 0.28% | 0.57% | 0.28% | |
| CI | D | 0.21% | 0.25% | 0.21% | |
| CMCSA | B | 0.41% | 0.49% | 0.41% | |
| COF | A | 0.23% | 0.21% | 0.21% | |
| COST | B | 0.53% | 1.12% | 0.53% | |
| CRM | A | 0.11% | 0.84% | 0.11% | |
| CSCO | B | 0.4% | 0.66% | 0.4% | |
| CTAS | B | 0.38% | 0.21% | 0.21% | |
| CVS | F | 0.17% | 0.22% | 0.17% | |
| CVX | A | 0.52% | 0.75% | 0.52% | |
| DE | D | 0.03% | 0.29% | 0.03% | |
| DECK | A | 0.31% | 0.07% | 0.07% | |
| DOW | F | 0.04% | 0.1% | 0.04% | |
| DVA | C | 0.22% | 0.02% | 0.02% | |
| EBAY | D | 0.31% | 0.08% | 0.08% | |
| ED | D | 0.52% | 0.1% | 0.1% | |
| EG | D | 0.05% | 0.04% | 0.04% | |
| ELV | F | 0.31% | 0.28% | 0.28% | |
| EMR | A | 0.31% | 0.2% | 0.2% | |
| EQR | C | 0.28% | 0.07% | 0.07% | |
| ETN | A | 0.37% | 0.4% | 0.37% | |
| EXC | C | 0.16% | 0.11% | 0.11% | |
| FI | A | 0.11% | 0.34% | 0.11% | |
| GE | D | 0.14% | 0.55% | 0.14% | |
| GILD | B | 0.52% | 0.32% | 0.32% | |
| GIS | D | 0.23% | 0.1% | 0.1% | |
| GL | B | 0.1% | 0.03% | 0.03% | |
| GM | A | 0.5% | 0.17% | 0.17% | |
| GOOG | B | 1.85% | 2.41% | 1.85% | |
| GS | A | 0.58% | 0.53% | 0.53% | |
| GWW | A | 0.11% | 0.15% | 0.11% | |
| HD | A | 0.57% | 1.08% | 0.57% | |
| HIG | C | 0.03% | 0.1% | 0.03% | |
| HOLX | D | 0.37% | 0.05% | 0.05% | |
| HPE | B | 0.48% | 0.08% | 0.08% | |
| HPQ | B | 0.19% | 0.1% | 0.1% | |
| HSY | F | 0.04% | 0.07% | 0.04% | |
| HUM | F | 0.14% | 0.1% | 0.1% | |
| ITW | B | 0.22% | 0.21% | 0.21% | |
| JPM | A | 1.6% | 1.98% | 1.6% | |
| KHC | F | 0.02% | 0.08% | 0.02% | |
| KLAC | F | 0.33% | 0.26% | 0.26% | |
| KMI | A | 0.14% | 0.14% | 0.14% | |
| KO | D | 0.62% | 0.69% | 0.62% | |
| KR | B | 0.35% | 0.11% | 0.11% | |
| LIN | D | 0.93% | 0.63% | 0.63% | |
| LLY | F | 1.1% | 1.72% | 1.1% | |
| LOW | A | 0.57% | 0.42% | 0.42% | |
| LRCX | F | 0.22% | 0.28% | 0.22% | |
| MA | A | 0.74% | 1.21% | 0.74% | |
| MCD | D | 0.62% | 0.59% | 0.59% | |
| MDLZ | F | 0.1% | 0.25% | 0.1% | |
| MDT | D | 0.11% | 0.32% | 0.11% | |
| MET | A | 0.03% | 0.14% | 0.03% | |
| MGM | D | 0.03% | 0.02% | 0.02% | |
| MPC | D | 0.56% | 0.15% | 0.15% | |
| MRK | F | 0.58% | 0.72% | 0.58% | |
| MRNA | F | 0.05% | 0.05% | 0.05% | |
| MS | A | 0.1% | 0.46% | 0.1% | |
| MSCI | A | 0.35% | 0.13% | 0.13% | |
| MSFT | D | 5.63% | 8.78% | 5.63% | |
| MTD | F | 0.3% | 0.08% | 0.08% | |
| NDAQ | A | 0.22% | 0.09% | 0.09% | |
| NEE | C | 0.16% | 0.43% | 0.16% | |
| NVDA | B | 6.62% | 10.07% | 6.62% | |
| NWSA | B | 0.02% | 0.03% | 0.02% | |
| OMC | C | 0.15% | 0.06% | 0.06% | |
| OTIS | D | 0.28% | 0.11% | 0.11% | |
| PAYX | B | 0.4% | 0.13% | 0.13% | |
| PCAR | B | 0.23% | 0.17% | 0.17% | |
| PEP | F | 0.86% | 0.64% | 0.64% | |
| PFG | C | 0.05% | 0.05% | 0.05% | |
| PG | C | 1.23% | 1.07% | 1.07% | |
| PH | A | 0.1% | 0.26% | 0.1% | |
| PLD | D | 0.07% | 0.3% | 0.07% | |
| PRU | A | 0.19% | 0.13% | 0.13% | |
| PSA | C | 0.23% | 0.14% | 0.14% | |
| PSX | C | 0.01% | 0.15% | 0.01% | |
| QCOM | F | 0.48% | 0.54% | 0.48% | |
| RL | B | 0.12% | 0.02% | 0.02% | |
| SBUX | A | 0.19% | 0.31% | 0.19% | |
| SHW | B | 0.07% | 0.25% | 0.07% | |
| SPGI | C | 0.41% | 0.44% | 0.41% | |
| SRE | A | 0.07% | 0.16% | 0.07% | |
| STT | A | 0.22% | 0.08% | 0.08% | |
| SYF | A | 0.26% | 0.07% | 0.07% | |
| SYK | A | 0.16% | 0.36% | 0.16% | |
| T | A | 0.58% | 0.45% | 0.45% | |
| TAP | A | 0.06% | 0.03% | 0.03% | |
| TGT | D | 0.29% | 0.19% | 0.19% | |
| TPR | A | 0.29% | 0.03% | 0.03% | |
| TRV | A | 0.19% | 0.16% | 0.16% | |
| TSLA | B | 0.72% | 2.25% | 0.72% | |
| TT | A | 0.2% | 0.25% | 0.2% | |
| UBER | C | 0.29% | 0.44% | 0.29% | |
| ULTA | D | 0.01% | 0.05% | 0.01% | |
| UNH | B | 0.91% | 1.55% | 0.91% | |
| V | A | 1.27% | 1.44% | 1.27% | |
| VLO | C | 0.32% | 0.12% | 0.12% | |
| WMT | A | 1.02% | 1.02% | 1.02% | |
| WY | D | 0.34% | 0.06% | 0.06% | |
| XOM | B | 0.94% | 1.51% | 0.94% | |
| YUM | D | 0.3% | 0.11% | 0.11% | |
| ZBH | C | 0.03% | 0.06% | 0.03% |
LRGF Overweight 142 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | B | 2.98% | |
| META | C | 2.21% | |
| AVGO | C | 1.96% | |
| BKNG | A | 1.16% | |
| JNJ | D | 0.89% | |
| APP | A | 0.81% | |
| FICO | A | 0.57% | |
| TEAM | A | 0.56% | |
| BLDR | D | 0.52% | |
| MCK | A | 0.5% | |
| BRK.A | A | 0.49% | |
| WFC | A | 0.48% | |
| GEHC | D | 0.44% | |
| VST | A | 0.44% | |
| DUOL | B | 0.43% | |
| NTNX | A | 0.43% | |
| FTNT | A | 0.43% | |
| IBKR | A | 0.43% | |
| PM | A | 0.39% | |
| SPG | A | 0.38% | |
| WSM | F | 0.37% | |
| MELI | D | 0.37% | |
| DELL | C | 0.36% | |
| AYI | A | 0.36% | |
| IT | B | 0.36% | |
| MANH | D | 0.35% | |
| ANET | C | 0.34% | |
| VZ | C | 0.34% | |
| ABNB | C | 0.33% | |
| JBL | C | 0.33% | |
| HRB | D | 0.32% | |
| CNM | F | 0.32% | |
| CRH | B | 0.32% | |
| PFE | F | 0.32% | |
| BRX | A | 0.31% | |
| CR | A | 0.31% | |
| DOCU | A | 0.31% | |
| MLI | B | 0.3% | |
| MEDP | D | 0.3% | |
| FERG | D | 0.3% | |
| INTU | A | 0.29% | |
| PCOR | B | 0.28% | |
| STLD | B | 0.28% | |
| GTLB | B | 0.28% | |
| RS | B | 0.28% | |
| TMO | D | 0.28% | |
| ALLY | C | 0.27% | |
| EME | B | 0.27% | |
| ANF | C | 0.26% | |
| WING | F | 0.26% | |
| JHG | A | 0.25% | |
| BLK | A | 0.24% | |
| RHI | B | 0.24% | |
| NUE | D | 0.23% | |
| FOXA | A | 0.23% | |
| WFRD | F | 0.22% | |
| SOLV | C | 0.22% | |
| AN | D | 0.21% | |
| QLYS | C | 0.21% | |
| DUK | C | 0.21% | |
| MSI | A | 0.21% | |
| CRWD | B | 0.21% | |
| LMT | D | 0.2% | |
| AMG | A | 0.2% | |
| WEC | A | 0.2% | |
| VRTX | C | 0.2% | |
| ETSY | D | 0.19% | |
| CDNS | B | 0.19% | |
| SNPS | C | 0.19% | |
| PANW | B | 0.18% | |
| MOH | F | 0.18% | |
| CVLT | B | 0.18% | |
| NFLX | A | 0.18% | |
| IBM | D | 0.17% | |
| IOT | B | 0.17% | |
| ESTC | C | 0.17% | |
| F | C | 0.17% | |
| DKS | D | 0.17% | |
| ORCL | A | 0.16% | |
| R | A | 0.16% | |
| WTS | A | 0.15% | |
| RMBS | C | 0.15% | |
| HUBS | A | 0.14% | |
| SMAR | A | 0.14% | |
| BBWI | C | 0.14% | |
| AZO | C | 0.14% | |
| SPOT | A | 0.13% | |
| DTE | C | 0.13% | |
| VOYA | A | 0.13% | |
| MMM | D | 0.13% | |
| NVT | B | 0.13% | |
| SO | C | 0.12% | |
| CPNG | C | 0.12% | |
| FNF | C | 0.12% | |
| RRC | B | 0.11% | |
| MUSA | A | 0.11% | |
| OKTA | D | 0.11% | |
| OLN | F | 0.11% | |
| TTEK | D | 0.11% | |
| ELF | C | 0.11% | |
| COKE | C | 0.1% | |
| MO | A | 0.1% | |
| ZS | B | 0.1% | |
| HOG | D | 0.09% | |
| MRO | A | 0.09% | |
| UNM | A | 0.09% | |
| MCHP | F | 0.09% | |
| PVH | C | 0.08% | |
| LNTH | F | 0.08% | |
| APA | F | 0.08% | |
| VLTO | D | 0.08% | |
| AGNC | C | 0.07% | |
| LPX | A | 0.07% | |
| CMC | B | 0.07% | |
| CHTR | B | 0.07% | |
| EXE | A | 0.07% | |
| CEG | D | 0.06% | |
| ACI | C | 0.06% | |
| RGA | A | 0.06% | |
| TXN | C | 0.05% | |
| FE | C | 0.05% | |
| CRUS | F | 0.05% | |
| COP | C | 0.05% | |
| THO | B | 0.04% | |
| XRAY | F | 0.04% | |
| NOW | B | 0.04% | |
| SSD | D | 0.04% | |
| SFM | A | 0.04% | |
| LII | B | 0.03% | |
| UAL | A | 0.03% | |
| MOD | C | 0.03% | |
| AGCO | D | 0.03% | |
| AR | B | 0.03% | |
| PATH | D | 0.02% | |
| NTAP | D | 0.02% | |
| MUR | F | 0.02% | |
| LYV | A | 0.02% | |
| CVNA | A | 0.02% | |
| RPRX | F | 0.01% | |
| EXPD | D | 0.01% | |
| EOG | A | 0.01% | |
| FDX | A | 0.01% |
LRGF Underweight 181 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | B | -2.91% | |
| DIS | A | -0.5% | |
| DHR | D | -0.45% | |
| UNP | D | -0.43% | |
| TJX | A | -0.37% | |
| MU | D | -0.35% | |
| SCHW | A | -0.32% | |
| TMUS | A | -0.32% | |
| MMC | C | -0.31% | |
| CB | C | -0.3% | |
| INTC | C | -0.3% | |
| UPS | C | -0.28% | |
| ICE | D | -0.25% | |
| NKE | D | -0.25% | |
| EQIX | B | -0.24% | |
| REGN | F | -0.24% | |
| PNC | A | -0.23% | |
| AON | A | -0.23% | |
| PYPL | A | -0.23% | |
| ZTS | D | -0.22% | |
| WELL | A | -0.22% | |
| CMG | B | -0.22% | |
| CME | A | -0.22% | |
| WM | B | -0.22% | |
| USB | B | -0.22% | |
| CL | D | -0.21% | |
| CSX | B | -0.2% | |
| MCO | C | -0.2% | |
| FCX | F | -0.19% | |
| WMB | A | -0.19% | |
| APD | A | -0.19% | |
| NSC | B | -0.18% | |
| TFC | A | -0.18% | |
| AJG | A | -0.18% | |
| MAR | A | -0.18% | |
| ADSK | B | -0.18% | |
| URI | B | -0.17% | |
| OKE | A | -0.17% | |
| HLT | A | -0.17% | |
| ECL | D | -0.17% | |
| SLB | C | -0.17% | |
| DLR | A | -0.15% | |
| RCL | A | -0.15% | |
| JCI | A | -0.15% | |
| CMI | A | -0.14% | |
| DHI | D | -0.14% | |
| ALL | A | -0.14% | |
| NEM | F | -0.14% | |
| PWR | A | -0.13% | |
| DFS | A | -0.13% | |
| ROST | D | -0.13% | |
| FIS | B | -0.13% | |
| IR | A | -0.12% | |
| PEG | C | -0.12% | |
| RSG | B | -0.12% | |
| BKR | A | -0.12% | |
| COR | B | -0.12% | |
| CTVA | D | -0.12% | |
| AME | A | -0.12% | |
| SYY | D | -0.11% | |
| EA | A | -0.11% | |
| CBRE | B | -0.11% | |
| VRSK | B | -0.11% | |
| HES | B | -0.11% | |
| EW | C | -0.11% | |
| DAL | A | -0.11% | |
| A | D | -0.11% | |
| TRGP | A | -0.11% | |
| FANG | D | -0.1% | |
| EXR | C | -0.1% | |
| OXY | F | -0.1% | |
| IDXX | F | -0.1% | |
| WAB | B | -0.1% | |
| LULU | C | -0.1% | |
| MTB | A | -0.1% | |
| RMD | C | -0.1% | |
| KDP | D | -0.1% | |
| CSGP | F | -0.09% | |
| ON | F | -0.09% | |
| EIX | C | -0.09% | |
| ETR | A | -0.09% | |
| TSCO | D | -0.09% | |
| FITB | A | -0.09% | |
| WTW | B | -0.09% | |
| CNC | F | -0.09% | |
| AXON | A | -0.09% | |
| IRM | D | -0.09% | |
| ROK | A | -0.09% | |
| PHM | D | -0.08% | |
| HAL | C | -0.08% | |
| TTWO | A | -0.08% | |
| TROW | A | -0.08% | |
| DOV | A | -0.08% | |
| CAH | B | -0.08% | |
| PPG | F | -0.08% | |
| GPN | B | -0.08% | |
| RJF | A | -0.08% | |
| XYL | D | -0.08% | |
| WAT | B | -0.07% | |
| SBAC | D | -0.07% | |
| EQT | A | -0.07% | |
| RF | A | -0.07% | |
| CCL | A | -0.07% | |
| CPAY | A | -0.07% | |
| HUBB | B | -0.07% | |
| DVN | F | -0.07% | |
| BR | A | -0.07% | |
| HBAN | A | -0.07% | |
| BIIB | F | -0.07% | |
| FTV | D | -0.07% | |
| VTR | C | -0.07% | |
| SW | A | -0.07% | |
| CBOE | D | -0.06% | |
| NTRS | A | -0.06% | |
| EXPE | A | -0.06% | |
| CFG | A | -0.06% | |
| ES | C | -0.06% | |
| K | B | -0.06% | |
| IFF | D | -0.06% | |
| LYB | F | -0.06% | |
| WDC | F | -0.06% | |
| KIM | A | -0.05% | |
| AVY | D | -0.05% | |
| TSN | A | -0.05% | |
| GPC | D | -0.05% | |
| PNR | A | -0.05% | |
| DGX | A | -0.05% | |
| MAS | D | -0.05% | |
| ARE | D | -0.05% | |
| FDS | A | -0.05% | |
| LVS | C | -0.05% | |
| IEX | B | -0.05% | |
| BALL | D | -0.05% | |
| BAX | F | -0.05% | |
| KEY | A | -0.05% | |
| MKC | D | -0.05% | |
| CHRW | A | -0.04% | |
| HST | D | -0.04% | |
| DAY | B | -0.04% | |
| INCY | B | -0.04% | |
| UDR | C | -0.04% | |
| JKHY | D | -0.04% | |
| POOL | D | -0.04% | |
| CAG | F | -0.04% | |
| SWK | F | -0.04% | |
| APTV | F | -0.04% | |
| AMCR | C | -0.04% | |
| EL | F | -0.04% | |
| CF | A | -0.04% | |
| RVTY | D | -0.04% | |
| JBHT | B | -0.04% | |
| DOC | D | -0.04% | |
| AKAM | F | -0.04% | |
| HRL | D | -0.03% | |
| CPB | D | -0.03% | |
| TFX | F | -0.03% | |
| LKQ | D | -0.03% | |
| MKTX | C | -0.03% | |
| AIZ | A | -0.03% | |
| CRL | D | -0.03% | |
| ALB | C | -0.03% | |
| IPG | F | -0.03% | |
| LW | C | -0.03% | |
| REG | A | -0.03% | |
| KMX | B | -0.03% | |
| NCLH | B | -0.03% | |
| ALLE | D | -0.03% | |
| SJM | F | -0.03% | |
| WBA | F | -0.02% | |
| BEN | C | -0.02% | |
| PARA | C | -0.02% | |
| FMC | F | -0.02% | |
| MHK | D | -0.02% | |
| BWA | A | -0.02% | |
| WYNN | D | -0.02% | |
| HAS | D | -0.02% | |
| IVZ | B | -0.02% | |
| FRT | B | -0.02% | |
| CZR | F | -0.02% | |
| MOS | D | -0.02% | |
| NWS | A | -0.01% |
LRGF: Top Represented Industries & Keywords
Industries:
Software - Application
Specialty Retail
Software - Infrastructure
Drug Manufacturers - Major
Oil & Gas E&P
Asset Management
Diversified Industrials
Semiconductors
Health Care Plans
Insurance - Life
Utilities - Regulated Electric
Capital Markets
Credit Services
Medical Devices
Banks - Global
Business Services
Diagnostics & Research
Insurance - Diversified
Restaurants
Specialty Industrial Machinery
EFIV: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Banks - Regional - US
Capital Markets
Packaged Foods
Diagnostics & Research
Asset Management
Credit Services
Drug Manufacturers - Major
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Specialty Retail
Agricultural Inputs
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