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      NZUS vs. EVUS ETF Comparison

      Comparison of SPDR MSCI USA Climate Paris Aligned ETF (NZUS) to iShares ESG Aware MSCI USA Value ETF (EVUS)
      NZUS

      SPDR MSCI USA Climate Paris Aligned ETF

      NZUS Description

      SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Climate Paris Aligned Index, by using representative sampling technique. It does not invest in stocks of companies operating across cluster bombs, landmines, depleted uranium, chemical or biological weapons, blinding laser weapons, non-detectable fragments or incendiary weapons, tobacco, mining of thermal coal, oil and gas related activities, including distribution / retail, equipment and services, extraction and production, petrochemicals, pipelines and transportation and refining, thermal coal based, liquid fuel based and natural gas based power generation sectors. SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is domiciled in the United States.

      Grade (RS Rating)

      Last Trade

      $32.21

      Average Daily Volume

      431

      Number of Holdings *

      246

      * 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

      $29.74

      Average Daily Volume

      2,104

      Number of Holdings *

      234

      * may have additional holdings in another (foreign) market
      Performance
      Period NZUS EVUS
      30 Days 1.78% 3.16%
      60 Days 3.36% 5.40%
      90 Days 5.91% 8.76%
      12 Months 34.33% 23.96%
      98 Overlapping Holdings
      Symbol Grade Weight in NZUS Weight in EVUS Overlap
      A C 0.1% 0.21% 0.1%
      ABBV C 0.68% 1.1% 0.68%
      ACGL B 0.29% 0.19% 0.19%
      ACN C 0.64% 0.57% 0.57%
      ADI C 0.67% 0.29% 0.29%
      ADP B 0.09% 1.18% 0.09%
      AFL C 0.58% 0.23% 0.23%
      ALLE C 0.26% 0.16% 0.16%
      AMGN B 0.33% 0.9% 0.33%
      AMT C 0.31% 0.72% 0.31%
      ANSS D 0.06% 0.34% 0.06%
      AVGO C 1.67% 3.03% 1.67%
      AVTR C 0.04% 0.12% 0.04%
      AXP B 0.37% 0.84% 0.37%
      BAC D 0.01% 1.14% 0.01%
      BIIB F 0.07% 0.13% 0.07%
      BK A 0.2% 0.67% 0.2%
      BLK B 0.11% 0.28% 0.11%
      BMY C 0.32% 0.36% 0.32%
      BXP B 0.49% 0.12% 0.12%
      CB B 0.41% 0.13% 0.13%
      CBOE C 0.12% 0.11% 0.11%
      CHD C 0.21% 0.27% 0.21%
      CMCSA D 0.22% 0.38% 0.22%
      CSCO B 0.77% 0.9% 0.77%
      DFS B 0.06% 0.35% 0.06%
      DGX C 0.03% 0.29% 0.03%
      DHR C 0.62% 0.86% 0.62%
      DIS D 0.37% 0.73% 0.37%
      DLR B 1.6% 0.41% 0.41%
      ECL A 0.16% 0.68% 0.16%
      EIX C 1.32% 0.29% 0.29%
      ELV C 0.3% 0.94% 0.3%
      EQIX B 0.89% 0.59% 0.59%
      ETN C 0.1% 0.25% 0.1%
      FDS C 0.11% 0.18% 0.11%
      FOX B 0.03% 0.11% 0.03%
      FSLR C 0.79% 0.13% 0.13%
      FTV C 0.37% 0.27% 0.27%
      GILD B 0.03% 0.93% 0.03%
      HD A 0.9% 1.99% 0.9%
      HIG B 0.18% 0.48% 0.18%
      HOLX C 0.09% 0.15% 0.09%
      HUM F 0.1% 0.12% 0.1%
      IBM A 1.35% 1.23% 1.23%
      ICE C 0.29% 0.11% 0.11%
      IEX D 0.24% 0.16% 0.16%
      INTC F 0.26% 0.48% 0.26%
      IR C 0.04% 0.12% 0.04%
      ITW C 0.35% 0.11% 0.11%
      JNJ C 1.04% 1.58% 1.04%
      JNPR A 0.33% 0.13% 0.13%
      JPM D 1.16% 2.43% 1.16%
      KDP B 0.09% 0.26% 0.09%
      KEYS C 0.12% 0.35% 0.12%
      LOW A 0.05% 0.75% 0.05%
      MCD B 1.0% 0.66% 0.66%
      MET A 0.12% 0.5% 0.12%
      MKC C 0.01% 0.16% 0.01%
      MKTX C 0.07% 0.11% 0.07%
      MMC C 0.35% 0.26% 0.26%
      MRK D 0.83% 0.64% 0.64%
      NDAQ A 0.12% 0.35% 0.12%
      NEM B 0.12% 0.36% 0.12%
      NKE D 0.08% 0.1% 0.08%
      NTRS B 0.08% 0.14% 0.08%
      ORCL B 0.77% 1.16% 0.77%
      PAYX C 0.14% 0.12% 0.12%
      PFE C 0.3% 0.66% 0.3%
      PGR A 0.37% 0.4% 0.37%
      PLD C 0.87% 0.35% 0.35%
      PNR B 0.44% 0.57% 0.44%
      PSA B 0.24% 0.11% 0.11%
      PYPL B 0.17% 0.2% 0.17%
      QCOM F 0.46% 0.66% 0.46%
      REGN C 0.32% 0.33% 0.32%
      RMD C 0.15% 0.1% 0.1%
      ROK F 0.44% 0.13% 0.13%
      SBUX C 0.28% 0.38% 0.28%
      SCHW D 0.34% 0.31% 0.31%
      SPGI A 0.83% 0.7% 0.7%
      STZ D 0.03% 0.11% 0.03%
      TFX C 0.05% 0.2% 0.05%
      TJX C 0.41% 0.18% 0.18%
      TMO C 0.63% 0.14% 0.14%
      TRMB C 0.11% 0.16% 0.11%
      TRV B 0.07% 0.44% 0.07%
      TXN C 0.66% 1.5% 0.66%
      ULTA D 0.08% 0.11% 0.08%
      UNH C 1.22% 2.16% 1.22%
      USB B 0.12% 0.26% 0.12%
      VZ B 0.13% 0.87% 0.13%
      WELL C 0.2% 0.45% 0.2%
      WFC D 0.22% 0.21% 0.21%
      WTW C 0.14% 0.13% 0.13%
      XYL D 1.28% 0.45% 0.45%
      ZBH F 0.07% 0.22% 0.07%
      ZTS C 0.61% 0.48% 0.48%
      NZUS Overweight 148 Positions Relative to EVUS
      Symbol Grade Weight
      MSFT C 7.14%
      AAPL C 6.79%
      NVDA D 6.52%
      AMZN C 3.41%
      META A 2.45%
      GOOG D 2.16%
      TSLA C 2.1%
      LLY C 2.06%
      V C 1.73%
      SHW B 1.59%
      MA B 1.25%
      GOOGL D 1.11%
      NOW A 0.84%
      NFLX B 0.71%
      CRM D 0.68%
      AMD D 0.63%
      AWK C 0.62%
      INTU C 0.61%
      MCO A 0.61%
      ADBE F 0.61%
      ARE C 0.54%
      ACM B 0.53%
      MSI B 0.49%
      DOC C 0.49%
      AME C 0.49%
      ESS C 0.48%
      AVB C 0.48%
      ENPH D 0.4%
      MTD D 0.38%
      RIVN F 0.38%
      ISRG C 0.37%
      SYK C 0.35%
      HSY D 0.34%
      MDT C 0.32%
      CME C 0.31%
      VRTX D 0.29%
      VICI C 0.28%
      BSX B 0.28%
      KLAC D 0.26%
      MRVL C 0.26%
      MELI B 0.25%
      ADSK C 0.25%
      WST D 0.23%
      GRMN D 0.22%
      UNP C 0.22%
      BRO C 0.21%
      FAST C 0.21%
      UBER C 0.21%
      BX B 0.21%
      O C 0.21%
      SNPS D 0.21%
      EW F 0.19%
      CTAS C 0.19%
      EBAY B 0.19%
      ABNB D 0.18%
      APH C 0.18%
      AON B 0.18%
      WAT C 0.18%
      ODFL D 0.18%
      APO B 0.17%
      AFG B 0.17%
      ROP C 0.17%
      VRSN D 0.16%
      CMG C 0.16%
      YUM F 0.16%
      VRSK D 0.16%
      KKR A 0.16%
      IDXX D 0.16%
      ROST C 0.16%
      VLTO B 0.16%
      SPG A 0.15%
      FFIV B 0.15%
      CPRT D 0.15%
      MPWR C 0.14%
      MNST D 0.14%
      ALL B 0.14%
      RPRX D 0.13%
      CINF C 0.13%
      ALNY C 0.12%
      EFX C 0.12%
      CHTR D 0.12%
      MKL C 0.12%
      ROL C 0.12%
      ERIE B 0.12%
      AJG D 0.11%
      AXON A 0.11%
      EQR C 0.11%
      TROW D 0.1%
      BDX F 0.1%
      GGG C 0.1%
      CSGP D 0.1%
      FTNT B 0.1%
      KIM C 0.09%
      WRB C 0.09%
      SEIC C 0.09%
      VEEV C 0.08%
      DXCM F 0.08%
      WDAY D 0.08%
      VTR C 0.08%
      LULU D 0.08%
      MTB A 0.07%
      ANET A 0.07%
      ILMN C 0.06%
      BMRN F 0.06%
      EXR B 0.06%
      TTD B 0.05%
      PODD B 0.05%
      TYL C 0.05%
      VMC D 0.05%
      TMUS C 0.05%
      PANW C 0.05%
      AOS D 0.05%
      INCY C 0.04%
      BAH B 0.04%
      CTLT B 0.04%
      NBIX F 0.04%
      BIO C 0.04%
      ALGN D 0.04%
      GWW A 0.04%
      WM D 0.04%
      EL F 0.04%
      IQV D 0.03%
      TECH D 0.03%
      HLT B 0.03%
      FOXA B 0.03%
      AMP B 0.03%
      DOCU C 0.02%
      SMCI F 0.02%
      ZM C 0.02%
      HUBS D 0.02%
      MTCH C 0.02%
      SNOW F 0.02%
      PINS F 0.02%
      SQ D 0.02%
      OKTA F 0.02%
      TW B 0.02%
      TTWO D 0.02%
      EXAS C 0.02%
      PAYC D 0.01%
      BAX C 0.01%
      EPAM F 0.01%
      MRNA F 0.01%
      MDB D 0.01%
      TRU B 0.01%
      WPC C 0.01%
      COIN F 0.01%
      CSX D 0.01%
      SNAP F 0.01%
      NZUS Underweight 136 Positions Relative to EVUS
      Symbol Grade Weight
      KO B -1.96%
      PG C -1.58%
      XOM D -1.48%
      BRK.A C -1.17%
      CVX D -1.14%
      PRU C -0.98%
      PEP D -0.98%
      PEG A -0.92%
      K A -0.92%
      NEE C -0.92%
      MS C -0.82%
      RTX C -0.81%
      HON D -0.79%
      COP D -0.77%
      GIS B -0.72%
      BR D -0.71%
      GS C -0.71%
      CAT B -0.7%
      CCI C -0.7%
      CRH A -0.68%
      CMI C -0.67%
      CI C -0.67%
      MMM A -0.64%
      OKE B -0.64%
      KMI A -0.63%
      NI B -0.63%
      C D -0.59%
      NXPI D -0.56%
      PNC A -0.55%
      EXPD C -0.54%
      LIN B -0.53%
      COR D -0.5%
      NOC A -0.44%
      CLX C -0.44%
      DE B -0.44%
      TGT C -0.43%
      LKQ F -0.43%
      CARR B -0.42%
      FERG D -0.42%
      KR C -0.41%
      CMS B -0.41%
      MU F -0.4%
      KMB D -0.39%
      CHRW A -0.38%
      EA D -0.37%
      EXC B -0.37%
      T C -0.37%
      IRM B -0.36%
      HCA A -0.36%
      SYF C -0.36%
      PPG D -0.36%
      COO B -0.35%
      STE C -0.35%
      OVV F -0.35%
      BG D -0.35%
      JCI B -0.34%
      PSX D -0.33%
      FI A -0.32%
      UPS F -0.32%
      CBRE A -0.32%
      BBY C -0.32%
      TAP D -0.31%
      CAH C -0.31%
      KHC C -0.31%
      FLUT B -0.31%
      HPE D -0.29%
      D B -0.29%
      WY C -0.28%
      SLB F -0.27%
      FBIN B -0.27%
      ED C -0.27%
      ES C -0.26%
      TSCO C -0.25%
      BKR C -0.25%
      URI B -0.25%
      ABT C -0.25%
      NUE F -0.25%
      FIS B -0.25%
      FDX F -0.24%
      CNC C -0.24%
      HBAN B -0.24%
      VLO F -0.23%
      J C -0.23%
      CNH D -0.23%
      DAL C -0.22%
      TFC D -0.22%
      LH C -0.21%
      WTRG D -0.21%
      DHI C -0.2%
      AIZ B -0.18%
      OC D -0.18%
      MRO C -0.17%
      HII D -0.17%
      GEV B -0.16%
      JBHT D -0.16%
      STT B -0.16%
      CPB B -0.15%
      HPQ D -0.15%
      AKAM D -0.14%
      COF A -0.14%
      IP C -0.14%
      IFF C -0.14%
      PHM B -0.14%
      WMB B -0.13%
      HUBB A -0.13%
      HRL D -0.13%
      BALL C -0.12%
      DOW D -0.12%
      PFG B -0.12%
      WDC D -0.12%
      EQT D -0.12%
      SOLV C -0.12%
      ADM D -0.12%
      CAG C -0.11%
      LDOS B -0.11%
      AVY D -0.11%
      FANG D -0.11%
      CVS F -0.1%
      AZPN B -0.1%
      IPG C -0.1%
      MDLZ C -0.1%
      DOV B -0.1%
      APD B -0.1%
      CCK A -0.1%
      GEHC C -0.1%
      GEN B -0.1%
      TWLO C -0.1%
      SYY D -0.1%
      TTC D -0.09%
      KMX D -0.09%
      NTAP D -0.09%
      DD B -0.09%
      LYB F -0.09%
      STLD D -0.09%
      DG F -0.07%
      DLTR F -0.07%

      NZUS: Top Represented Industries & Keywords

      Industries: Software - Application Diagnostics & Research Diversified Industrials Asset Management Biotechnology Drug Manufacturers - Major Semiconductors Business Services Insurance - Property & Casualty Internet Content & Information Medical Devices Medical Instruments & Supplies Capital Markets Insurance Brokers Credit Services Financial Data & Stock Exchanges Restaurants Scientific & Technical Instruments Software - Infrastructure Specialty Retail
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Dow Jones Component Medicine Real Estate Investment Trust Mobile Devices Telecommunications Biotechnology Work From Home IBD 50 Insurance Products Software Software As A Service Bank Banking Cloud Computing Disability Casualty Insurance

      EVUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Drug Manufacturers - Major Packaged Foods Business Services Capital Markets Health Care Plans Semiconductors Specialty Chemicals Credit Services Diagnostics & Research Integrated Shipping & Logistics Medical Instruments & Supplies Oil & Gas E&P Software - Application Utilities - Regulated Electric Asset Management Banks - Global Banks - Regional - US Household & Personal Products Insurance - Diversified
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Natural Gas Insurance Computing Bank Banking Chemical Electronics Mining Beverage Electricity Medicine Telecommunications Aerospace Disability Investment Bank Building Materials Financial Products
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