PTL vs. SUSA ETF Comparison
Comparison of Northern Lights Fund Trust IV Inspire 500 ETF (PTL) to iShares MSCI USA ESG Select ETF (SUSA)
PTL
Northern Lights Fund Trust IV Inspire 500 ETF
PTL Description
PTL is passively managed to invest in US large-cap stocks that align with the issuer's definition of biblical values and positive impact on the world, measured using various environmental, social, and governance criteria. The index provider analyzes publicly available and third-party data to assign a proprietary Impact Score to each eligible stock. The methodology excludes stocks with any degree of involvement in activities such as abortion, gambling, alcohol, tobacco, cannabis, stem cell research, in vitro fertilization, pornography, rights violations, and LGBT activism. The remaining stocks are scored based on how well they align with the issuer's values, considering factors including business ethics, employee wellbeing, customer welfare, product safety, ecological impact, and GHG emissions. The index selects the 500 highest-scoring stocks and weights them by market capitalization. Index components are reconstituted and rebalanced annually.
Grade (RS Rating)
Last Trade
$224.62
Average Daily Volume
7,636
478
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
$124.71
Average Daily Volume
60,399
175
Performance
Period | PTL | SUSA |
---|---|---|
30 Days | 5.09% | 4.04% |
60 Days | 5.71% | 4.55% |
90 Days | 7.67% | 6.30% |
12 Months | 32.95% |
58 Overlapping Holdings
Symbol | Grade | Weight in PTL | Weight in SUSA | Overlap | |
---|---|---|---|---|---|
ADP | B | 0.86% | 1.29% | 0.86% | |
ANET | C | 0.83% | 0.31% | 0.31% | |
ANSS | B | 0.21% | 0.24% | 0.21% | |
AVGO | D | 5.22% | 1.56% | 1.56% | |
BG | F | 0.09% | 0.45% | 0.09% | |
BKR | B | 0.31% | 0.51% | 0.31% | |
CAT | B | 1.22% | 0.13% | 0.13% | |
CCI | D | 0.31% | 0.58% | 0.31% | |
CHRW | C | 0.08% | 0.57% | 0.08% | |
DECK | A | 0.19% | 0.74% | 0.19% | |
DVA | B | 0.09% | 0.27% | 0.09% | |
DXCM | D | 0.23% | 0.1% | 0.1% | |
ED | D | 0.23% | 0.27% | 0.23% | |
ELV | F | 0.67% | 0.52% | 0.52% | |
ES | D | 0.15% | 0.4% | 0.15% | |
EW | C | 0.3% | 0.34% | 0.3% | |
EXPD | D | 0.11% | 0.77% | 0.11% | |
FBIN | D | 0.06% | 0.11% | 0.06% | |
FSLR | F | 0.14% | 0.13% | 0.13% | |
HD | A | 2.69% | 1.68% | 1.68% | |
HOLX | D | 0.13% | 0.19% | 0.13% | |
IDXX | F | 0.25% | 0.44% | 0.25% | |
IFF | D | 0.16% | 0.15% | 0.15% | |
KEYS | A | 0.2% | 0.34% | 0.2% | |
LH | C | 0.14% | 0.18% | 0.14% | |
LII | A | 0.16% | 0.44% | 0.16% | |
LIN | D | 1.49% | 0.09% | 0.09% | |
LNG | B | 0.35% | 0.85% | 0.35% | |
LOW | D | 1.01% | 0.72% | 0.72% | |
MDB | C | 0.15% | 0.13% | 0.13% | |
MKC | D | 0.15% | 0.12% | 0.12% | |
MOH | F | 0.12% | 0.18% | 0.12% | |
MRVL | B | 0.57% | 0.19% | 0.19% | |
MTD | D | 0.17% | 0.12% | 0.12% | |
NEM | D | 0.35% | 0.18% | 0.18% | |
NI | A | 0.11% | 0.11% | 0.11% | |
NUE | C | 0.24% | 0.11% | 0.11% | |
OC | A | 0.12% | 0.11% | 0.11% | |
OKE | A | 0.48% | 1.53% | 0.48% | |
PANW | C | 0.89% | 0.31% | 0.31% | |
PGR | A | 1.06% | 0.69% | 0.69% | |
PWR | A | 0.33% | 0.12% | 0.12% | |
QCOM | F | 1.24% | 0.29% | 0.29% | |
REGN | F | 0.63% | 0.08% | 0.08% | |
SLB | C | 0.44% | 0.34% | 0.34% | |
SNOW | C | 0.3% | 0.09% | 0.09% | |
SNPS | B | 0.6% | 0.29% | 0.29% | |
SOLV | C | 0.09% | 0.11% | 0.09% | |
STE | F | 0.15% | 0.28% | 0.15% | |
TRGP | B | 0.32% | 0.78% | 0.32% | |
TRMB | B | 0.12% | 0.25% | 0.12% | |
TSCO | D | 0.19% | 0.25% | 0.19% | |
VLO | C | 0.33% | 0.28% | 0.28% | |
VLTO | D | 0.18% | 0.47% | 0.18% | |
WDC | D | 0.15% | 0.1% | 0.1% | |
WELL | A | 0.58% | 0.29% | 0.29% | |
WSM | B | 0.15% | 0.42% | 0.15% | |
WST | C | 0.16% | 0.23% | 0.16% |
PTL Overweight 420 Positions Relative to SUSA
Symbol | Grade | Weight | |
---|---|---|---|
XOM | B | 3.74% | |
ISRG | A | 1.34% | |
NEE | D | 1.08% | |
PLTR | B | 0.98% | |
UPS | C | 0.77% | |
PLD | D | 0.76% | |
APP | B | 0.76% | |
SHW | A | 0.65% | |
ICE | C | 0.62% | |
GEV | B | 0.62% | |
CTAS | B | 0.61% | |
PH | A | 0.61% | |
WM | A | 0.6% | |
APH | A | 0.6% | |
KLAC | D | 0.58% | |
MSTR | C | 0.58% | |
EOG | A | 0.56% | |
FDX | B | 0.55% | |
COIN | C | 0.54% | |
IBKR | A | 0.53% | |
SCCO | F | 0.52% | |
EMR | A | 0.5% | |
FTNT | C | 0.48% | |
CSX | B | 0.47% | |
ORLY | B | 0.47% | |
RSG | A | 0.46% | |
DLR | B | 0.43% | |
KMI | A | 0.43% | |
TTD | B | 0.43% | |
ROP | B | 0.42% | |
NSC | B | 0.42% | |
AFL | B | 0.42% | |
SPG | B | 0.41% | |
CEG | D | 0.41% | |
FANG | D | 0.4% | |
FCX | D | 0.4% | |
PSA | D | 0.4% | |
PCAR | B | 0.4% | |
DHI | D | 0.39% | |
FICO | B | 0.39% | |
MNST | C | 0.37% | |
CPRT | A | 0.37% | |
URI | B | 0.37% | |
AZO | C | 0.35% | |
PAYX | C | 0.35% | |
COR | B | 0.34% | |
AIG | B | 0.34% | |
FAST | B | 0.33% | |
LEN | D | 0.33% | |
OXY | D | 0.33% | |
ODFL | B | 0.33% | |
CVNA | B | 0.33% | |
VRT | B | 0.33% | |
KVUE | A | 0.32% | |
DDOG | A | 0.32% | |
MSCI | C | 0.31% | |
AME | A | 0.31% | |
PCG | A | 0.31% | |
PEG | A | 0.3% | |
CPNG | D | 0.3% | |
IR | B | 0.29% | |
VST | B | 0.29% | |
VRSK | A | 0.28% | |
DAL | C | 0.27% | |
VMC | B | 0.26% | |
IQV | D | 0.26% | |
EXC | C | 0.26% | |
GEHC | F | 0.26% | |
YUM | B | 0.25% | |
EXR | D | 0.25% | |
VEEV | C | 0.25% | |
RMD | C | 0.25% | |
OTIS | C | 0.25% | |
MLM | B | 0.25% | |
SYY | B | 0.24% | |
FCNCA | A | 0.24% | |
TPL | A | 0.24% | |
MCHP | D | 0.24% | |
OWL | A | 0.23% | |
NET | B | 0.23% | |
CSGP | D | 0.23% | |
TTWO | A | 0.23% | |
WEC | A | 0.22% | |
BRO | B | 0.22% | |
ZS | C | 0.22% | |
ETR | B | 0.22% | |
EFX | F | 0.22% | |
IOT | A | 0.21% | |
ON | D | 0.21% | |
RKT | F | 0.2% | |
HAL | C | 0.2% | |
TW | A | 0.2% | |
EQR | B | 0.2% | |
LYB | F | 0.19% | |
NVR | D | 0.19% | |
MPWR | F | 0.19% | |
PHM | D | 0.19% | |
DOV | A | 0.19% | |
AWK | D | 0.19% | |
DVN | F | 0.18% | |
CPAY | A | 0.18% | |
TYL | B | 0.18% | |
VTR | C | 0.18% | |
ADM | D | 0.18% | |
EME | C | 0.17% | |
ROL | B | 0.17% | |
RF | A | 0.17% | |
DTE | C | 0.17% | |
NTAP | C | 0.17% | |
CBOE | B | 0.16% | |
WY | D | 0.16% | |
ATO | A | 0.16% | |
TKO | B | 0.16% | |
TOST | B | 0.16% | |
AFRM | B | 0.16% | |
SBAC | D | 0.16% | |
TSN | B | 0.16% | |
FE | C | 0.16% | |
HUBB | B | 0.16% | |
GFS | C | 0.16% | |
AEE | A | 0.16% | |
CINF | A | 0.16% | |
WRB | A | 0.16% | |
CDW | F | 0.16% | |
BLDR | D | 0.15% | |
IP | B | 0.15% | |
STLD | B | 0.15% | |
INVH | D | 0.15% | |
ERIE | D | 0.15% | |
PKG | A | 0.15% | |
WSO | A | 0.15% | |
MKL | A | 0.15% | |
CSL | C | 0.14% | |
CTRA | B | 0.14% | |
CNP | B | 0.14% | |
UI | A | 0.14% | |
CMS | C | 0.14% | |
ESS | B | 0.14% | |
NTNX | A | 0.13% | |
SSNC | B | 0.13% | |
XPO | B | 0.13% | |
SNA | A | 0.13% | |
L | A | 0.13% | |
JBHT | C | 0.13% | |
PODD | C | 0.13% | |
ARE | D | 0.13% | |
MAA | B | 0.13% | |
CHWY | B | 0.12% | |
USFD | A | 0.12% | |
IEX | B | 0.12% | |
DG | F | 0.12% | |
MAS | D | 0.12% | |
GPC | D | 0.12% | |
SUI | D | 0.12% | |
NWSA | B | 0.12% | |
RS | B | 0.12% | |
ALGN | D | 0.12% | |
MRO | B | 0.12% | |
TER | D | 0.12% | |
BAX | D | 0.12% | |
CRBG | B | 0.12% | |
NRG | B | 0.12% | |
RYAN | B | 0.12% | |
RPM | A | 0.12% | |
GEN | B | 0.12% | |
CASY | A | 0.11% | |
DOCU | A | 0.11% | |
RGA | A | 0.11% | |
FLEX | A | 0.11% | |
SMMT | D | 0.11% | |
TOL | B | 0.11% | |
COHR | B | 0.11% | |
ENTG | D | 0.11% | |
GWRE | A | 0.11% | |
BSY | D | 0.11% | |
RPRX | D | 0.11% | |
UTHR | C | 0.11% | |
JEF | A | 0.11% | |
CF | B | 0.11% | |
J | F | 0.11% | |
WLK | D | 0.11% | |
FIX | A | 0.11% | |
SMCI | F | 0.11% | |
MANH | D | 0.11% | |
CPB | D | 0.1% | |
CLH | B | 0.1% | |
POOL | C | 0.1% | |
SFM | A | 0.1% | |
INCY | C | 0.1% | |
RVTY | F | 0.1% | |
ELS | C | 0.1% | |
UHS | D | 0.1% | |
FFIV | B | 0.1% | |
REG | B | 0.1% | |
AGR | B | 0.1% | |
DLTR | F | 0.1% | |
AMH | D | 0.1% | |
NDSN | B | 0.1% | |
GGG | B | 0.1% | |
DOC | D | 0.1% | |
THC | D | 0.1% | |
EVRG | A | 0.1% | |
EWBC | A | 0.1% | |
UDR | B | 0.1% | |
DT | C | 0.1% | |
SAIA | B | 0.1% | |
KMX | B | 0.09% | |
TXRH | C | 0.09% | |
JKHY | D | 0.09% | |
SCI | B | 0.09% | |
WPC | D | 0.09% | |
PFGC | B | 0.09% | |
OVV | B | 0.09% | |
OKTA | C | 0.09% | |
HST | C | 0.09% | |
INSM | C | 0.09% | |
LAMR | D | 0.09% | |
BXP | D | 0.09% | |
CAG | D | 0.09% | |
PR | B | 0.09% | |
SN | D | 0.09% | |
HLI | B | 0.09% | |
PAYC | B | 0.09% | |
NBIX | C | 0.09% | |
CPT | B | 0.09% | |
CW | B | 0.09% | |
EPAM | C | 0.09% | |
EDR | A | 0.09% | |
JBL | B | 0.09% | |
SWKS | F | 0.09% | |
MUSA | A | 0.08% | |
PCTY | B | 0.08% | |
AA | B | 0.08% | |
FND | C | 0.08% | |
BLD | D | 0.08% | |
CUBE | D | 0.08% | |
KNSL | B | 0.08% | |
ATR | B | 0.08% | |
MTZ | B | 0.08% | |
PCVX | D | 0.08% | |
ACI | C | 0.08% | |
GMED | A | 0.08% | |
BJ | A | 0.08% | |
FHN | A | 0.08% | |
LECO | B | 0.08% | |
LW | C | 0.08% | |
MEDP | D | 0.08% | |
PPC | C | 0.08% | |
SF | B | 0.08% | |
EVR | B | 0.08% | |
JNPR | F | 0.08% | |
AFG | A | 0.08% | |
RRX | B | 0.08% | |
ITT | A | 0.08% | |
UHAL | D | 0.08% | |
ALB | C | 0.08% | |
BIO | D | 0.07% | |
ITCI | C | 0.07% | |
LAD | A | 0.07% | |
BRBR | A | 0.07% | |
ALSN | B | 0.07% | |
RBC | A | 0.07% | |
FRT | B | 0.07% | |
EHC | B | 0.07% | |
PNFP | B | 0.07% | |
DOX | D | 0.07% | |
AYI | B | 0.07% | |
RVMD | C | 0.07% | |
AOS | F | 0.07% | |
REXR | F | 0.07% | |
RGLD | C | 0.07% | |
CACI | D | 0.07% | |
ORI | A | 0.07% | |
PRI | A | 0.07% | |
PEN | B | 0.07% | |
KNTK | B | 0.07% | |
WING | D | 0.07% | |
WMS | D | 0.07% | |
AR | B | 0.07% | |
CFLT | B | 0.07% | |
DTM | B | 0.07% | |
UWMC | D | 0.07% | |
GNRC | B | 0.07% | |
GL | B | 0.07% | |
AAON | B | 0.07% | |
WAL | B | 0.07% | |
CR | A | 0.07% | |
AIT | A | 0.07% | |
HLNE | B | 0.07% | |
MLI | C | 0.07% | |
PCOR | B | 0.07% | |
LBRDA | C | 0.07% | |
EXP | A | 0.07% | |
MKTX | D | 0.07% | |
EXEL | B | 0.07% | |
WCC | B | 0.07% | |
OHI | C | 0.07% | |
SEIC | B | 0.07% | |
PAG | B | 0.07% | |
COKE | C | 0.07% | |
PNW | B | 0.07% | |
GTLB | B | 0.07% | |
GME | C | 0.07% | |
WBS | A | 0.07% | |
TTEK | F | 0.07% | |
BWXT | B | 0.07% | |
WTRG | B | 0.07% | |
CCK | C | 0.07% | |
APG | B | 0.07% | |
TREX | C | 0.06% | |
NNN | D | 0.06% | |
ONTO | D | 0.06% | |
RLI | B | 0.06% | |
BRKR | D | 0.06% | |
BERY | B | 0.06% | |
OLED | D | 0.06% | |
PB | A | 0.06% | |
INFA | D | 0.06% | |
CHE | D | 0.06% | |
TTC | D | 0.06% | |
RRC | B | 0.06% | |
SSB | B | 0.06% | |
APPF | B | 0.06% | |
MHK | D | 0.06% | |
OGE | B | 0.06% | |
CHRD | D | 0.06% | |
EGP | F | 0.06% | |
APA | D | 0.06% | |
AUR | C | 0.06% | |
FYBR | D | 0.06% | |
DINO | D | 0.06% | |
HESM | B | 0.06% | |
HQY | B | 0.06% | |
ENSG | D | 0.06% | |
MTSI | B | 0.06% | |
AXTA | A | 0.06% | |
CRS | A | 0.06% | |
PLNT | A | 0.06% | |
GPK | C | 0.06% | |
SUM | B | 0.06% | |
ALTR | B | 0.06% | |
WTFC | A | 0.06% | |
FLR | B | 0.06% | |
ROIV | C | 0.06% | |
ZION | B | 0.06% | |
DCI | B | 0.06% | |
KNX | B | 0.06% | |
CIEN | B | 0.06% | |
FOUR | B | 0.06% | |
CFR | B | 0.06% | |
BRX | A | 0.06% | |
S | B | 0.06% | |
ENPH | F | 0.06% | |
TPX | B | 0.06% | |
ESTC | C | 0.06% | |
CNM | D | 0.06% | |
SITE | D | 0.05% | |
AN | C | 0.05% | |
AMKR | D | 0.05% | |
COLD | D | 0.05% | |
CGNX | C | 0.05% | |
MTH | D | 0.05% | |
SATS | D | 0.05% | |
NUVL | D | 0.05% | |
AGCO | D | 0.05% | |
WFRD | D | 0.05% | |
WSC | D | 0.05% | |
GNTX | C | 0.05% | |
STAG | F | 0.05% | |
SPSC | C | 0.05% | |
WTS | B | 0.05% | |
CELH | F | 0.05% | |
STWD | C | 0.05% | |
ATI | D | 0.05% | |
NPAB | B | 0.05% | |
HCP | B | 0.05% | |
PATH | C | 0.05% | |
FCN | D | 0.05% | |
FR | C | 0.05% | |
MTN | C | 0.05% | |
MSA | D | 0.05% | |
BWA | D | 0.05% | |
LSCC | D | 0.05% | |
WEX | D | 0.05% | |
RHI | B | 0.05% | |
AM | A | 0.05% | |
GAP | C | 0.05% | |
DLB | B | 0.05% | |
TMHC | B | 0.05% | |
JAZZ | B | 0.05% | |
KBR | F | 0.05% | |
BOKF | B | 0.05% | |
MIDD | C | 0.05% | |
SSD | D | 0.05% | |
GKOS | B | 0.05% | |
LPX | B | 0.05% | |
MKSI | C | 0.05% | |
ADC | B | 0.05% | |
VNO | B | 0.05% | |
FRPT | B | 0.05% | |
AGNC | D | 0.05% | |
RGEN | D | 0.05% | |
G | B | 0.05% | |
KEX | C | 0.05% | |
U | C | 0.05% | |
UFPI | B | 0.05% | |
SAIC | F | 0.04% | |
IBP | D | 0.04% | |
ESNT | D | 0.04% | |
LNTH | D | 0.04% | |
TRNO | F | 0.04% | |
ARW | D | 0.04% | |
VKTX | F | 0.04% | |
LSTR | D | 0.04% | |
ELAN | D | 0.04% | |
QRVO | F | 0.04% | |
BFAM | D | 0.04% | |
POST | C | 0.04% | |
ACHC | F | 0.03% | |
LCID | F | 0.03% |
PTL Underweight 117 Positions Relative to SUSA
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | -5.47% | |
AAPL | C | -4.77% | |
MSFT | F | -4.66% | |
GOOGL | C | -2.0% | |
GOOG | C | -1.91% | |
TSLA | B | -1.8% | |
KO | D | -1.62% | |
TT | A | -1.5% | |
K | A | -1.38% | |
LLY | F | -1.31% | |
ECL | D | -1.3% | |
TXN | C | -1.28% | |
CRH | A | -1.19% | |
CRM | B | -1.18% | |
GILD | C | -1.14% | |
MS | A | -1.12% | |
INTU | C | -1.06% | |
ADBE | C | -1.02% | |
AXP | A | -1.02% | |
V | A | -0.99% | |
MA | C | -0.95% | |
PNR | A | -0.92% | |
NOW | A | -0.91% | |
ADSK | A | -0.84% | |
PEP | F | -0.81% | |
AMAT | F | -0.81% | |
ZTS | D | -0.8% | |
PRU | A | -0.8% | |
GWW | B | -0.78% | |
MMM | D | -0.77% | |
IBM | C | -0.76% | |
GIS | D | -0.74% | |
CSCO | B | -0.73% | |
EA | A | -0.72% | |
CDNS | B | -0.71% | |
ACN | C | -0.67% | |
CMI | A | -0.67% | |
BK | A | -0.67% | |
AMGN | D | -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% | |
EQIX | A | -0.58% | |
CLX | B | -0.58% | |
COST | B | -0.57% | |
AMD | F | -0.55% | |
MCO | B | -0.54% | |
BR | A | -0.54% | |
XYL | D | -0.51% | |
MRK | F | -0.51% | |
WDAY | B | -0.51% | |
VZ | C | -0.5% | |
LKQ | D | -0.49% | |
NFLX | A | -0.49% | |
AXON | A | -0.48% | |
LRCX | F | -0.46% | |
PG | A | -0.46% | |
TRV | B | -0.45% | |
DGX | A | -0.45% | |
NXPI | D | -0.44% | |
CBRE | B | -0.42% | |
KMB | D | -0.41% | |
HBAN | A | -0.41% | |
WAT | B | -0.4% | |
INTC | D | -0.39% | |
BBY | D | -0.39% | |
GDDY | A | -0.39% | |
BKNG | A | -0.38% | |
A | D | -0.37% | |
AMT | D | -0.36% | |
VRTX | F | -0.35% | |
TWLO | A | -0.31% | |
JCI | C | -0.3% | |
MMC | B | -0.29% | |
PNC | B | -0.29% | |
TGT | F | -0.27% | |
FIS | C | -0.27% | |
NDAQ | A | -0.26% | |
MU | D | -0.26% | |
ACGL | D | -0.23% | |
HCA | F | -0.23% | |
ZBH | C | -0.22% | |
CHD | B | -0.22% | |
HPQ | B | -0.21% | |
CARR | D | -0.21% | |
IRM | D | -0.21% | |
TEAM | A | -0.2% | |
COO | D | -0.2% | |
KR | B | -0.2% | |
HUBS | A | -0.19% | |
SYF | B | -0.19% | |
MELI | D | -0.19% | |
NTRS | A | -0.18% | |
CNH | C | -0.17% | |
FDS | B | -0.16% | |
BALL | D | -0.14% | |
RCL | A | -0.14% | |
ALNY | D | -0.14% | |
STT | A | -0.13% | |
KDP | D | -0.13% | |
PTC | A | -0.13% | |
TFC | A | -0.11% | |
IPG | D | -0.11% | |
LULU | C | -0.11% | |
APTV | D | -0.1% | |
STX | D | -0.1% | |
IT | C | -0.1% | |
RIVN | F | -0.09% | |
PPG | F | -0.09% | |
BIIB | F | -0.08% | |
AVTR | F | -0.08% | |
HUM | C | -0.08% | |
KHC | F | -0.08% | |
AKAM | D | -0.08% |
PTL: Top Represented Industries & Keywords
SUSA: Top Represented Industries & Keywords