SCHI vs. ESGU ETF Comparison

Comparison of Schwab 5-10 Year Corporate Bond ETF (SCHI) to iShares MSCI USA ESG Optimized ETF (ESGU)
SCHI

Schwab 5-10 Year Corporate Bond ETF

SCHI Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 5-10 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$46.22

Average Daily Volume

539,316

Number of Holdings *

471

* may have additional holdings in another (foreign) market
ESGU

iShares MSCI USA ESG Optimized ETF

ESGU Description The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

Grade (RS Rating)

Last Trade

$125.72

Average Daily Volume

586,579

Number of Holdings *

284

* may have additional holdings in another (foreign) market
Performance
Period SCHI ESGU
30 Days 1.70% 2.53%
60 Days 4.65% 4.44%
90 Days 5.17% 5.36%
12 Months 13.31% 31.69%
185 Overlapping Holdings
Symbol Grade Weight in SCHI Weight in ESGU Overlap
A C 0.01% 0.13% 0.01%
AAPL C 0.06% 6.42% 0.06%
ABBV C 0.09% 0.5% 0.09%
ACGL C 0.02% 0.14% 0.02%
ADBE F 0.05% 0.62% 0.05%
ADI C 0.03% 0.14% 0.03%
ADM D 0.05% 0.1% 0.05%
ADP B 0.05% 0.67% 0.05%
ADSK C 0.02% 0.34% 0.02%
AFL C 0.02% 0.12% 0.02%
AIZ B 0.02% 0.11% 0.02%
AMAT D 0.11% 0.53% 0.11%
AMGN B 0.06% 0.45% 0.06%
AMT C 0.02% 0.4% 0.02%
AMZN C 0.06% 3.47% 0.06%
AVGO C 0.03% 1.45% 0.03%
AXP B 0.11% 0.41% 0.11%
BAC D 0.03% 0.56% 0.03%
BBY C 0.02% 0.17% 0.02%
BG D 0.03% 0.2% 0.03%
BIIB F 0.07% 0.09% 0.07%
BK B 0.02% 0.38% 0.02%
BKNG C 0.02% 0.28% 0.02%
BLK B 0.03% 0.1% 0.03%
BMY C 0.04% 0.16% 0.04%
BR D 0.03% 0.44% 0.03%
C C 0.03% 0.3% 0.03%
CAH C 0.08% 0.15% 0.08%
CARR B 0.02% 0.19% 0.02%
CAT B 0.03% 0.3% 0.03%
CCI C 0.02% 0.37% 0.02%
CHD D 0.01% 0.21% 0.01%
CHRW B 0.05% 0.19% 0.05%
CI C 0.03% 0.33% 0.03%
CLX C 0.02% 0.26% 0.02%
CMCSA D 0.04% 0.19% 0.04%
CMI C 0.05% 0.41% 0.05%
CMS C 0.01% 0.2% 0.01%
COF B 0.05% 0.1% 0.05%
COP D 0.02% 0.35% 0.02%
COST B 0.02% 0.83% 0.02%
CPB C 0.02% 0.1% 0.02%
CRM D 0.07% 0.59% 0.07%
CVX D 0.03% 0.56% 0.03%
D C 0.01% 0.16% 0.01%
DAL C 0.04% 0.17% 0.04%
DE B 0.01% 0.22% 0.01%
DELL D 0.02% 0.1% 0.02%
DFS B 0.02% 0.19% 0.02%
DGX B 0.05% 0.14% 0.05%
DHI B 0.03% 0.11% 0.03%
DHR B 0.05% 0.39% 0.05%
DIS D 0.02% 0.39% 0.02%
DLR B 0.03% 0.22% 0.03%
DLTR F 0.07% 0.07% 0.07%
EA D 0.03% 0.16% 0.03%
ECL B 0.01% 0.42% 0.01%
ED C 0.01% 0.1% 0.01%
EIX C 0.02% 0.12% 0.02%
EQIX C 0.01% 0.33% 0.01%
ES C 0.01% 0.11% 0.01%
ETN C 0.04% 0.17% 0.04%
EW F 0.03% 0.26% 0.03%
EXC C 0.01% 0.18% 0.01%
FANG D 0.03% 0.09% 0.03%
FDX C 0.02% 0.11% 0.02%
FIS B 0.03% 0.13% 0.03%
GE B 0.06% 0.47% 0.06%
GILD B 0.04% 0.47% 0.04%
GIS B 0.03% 0.43% 0.03%
GOOGL D 0.06% 1.14% 0.06%
GS C 0.05% 0.34% 0.05%
HBAN B 0.03% 0.14% 0.03%
HCA B 0.06% 0.16% 0.06%
HD B 0.03% 0.99% 0.03%
HES F 0.05% 0.29% 0.05%
HIG B 0.03% 0.26% 0.03%
HII D 0.02% 0.09% 0.02%
HON D 0.02% 0.37% 0.02%
HPQ D 0.02% 0.1% 0.02%
HRL C 0.03% 0.1% 0.03%
HUBB B 0.02% 0.11% 0.02%
IBM B 0.02% 0.57% 0.02%
IEX D 0.04% 0.1% 0.04%
IFF B 0.03% 0.1% 0.03%
INTC F 0.06% 0.25% 0.06%
INTU C 0.06% 0.61% 0.06%
IPG C 0.03% 0.1% 0.03%
JCI B 0.04% 0.16% 0.04%
JNJ C 0.04% 0.7% 0.04%
JNPR B 0.03% 0.11% 0.03%
JPM D 0.04% 1.17% 0.04%
K B 0.03% 0.51% 0.03%
KDP B 0.02% 0.11% 0.02%
KEYS C 0.02% 0.21% 0.02%
KMB D 0.01% 0.17% 0.01%
KMI B 0.02% 0.26% 0.02%
KO C 0.01% 1.03% 0.01%
KR C 0.03% 0.23% 0.03%
LDOS B 0.09% 0.1% 0.09%
LH C 0.06% 0.1% 0.06%
LII B 0.01% 0.13% 0.01%
LIN B 0.03% 0.38% 0.03%
LLY C 0.01% 1.56% 0.01%
LOW B 0.04% 0.38% 0.04%
LRCX F 0.05% 0.33% 0.05%
MA B 0.02% 0.93% 0.02%
MCD B 0.03% 0.32% 0.03%
MCK F 0.01% 0.28% 0.01%
MCO B 0.02% 0.31% 0.02%
MET B 0.05% 0.3% 0.05%
MKC C 0.02% 0.11% 0.02%
MMC C 0.05% 0.19% 0.05%
MMM B 0.02% 0.34% 0.02%
MRK D 0.03% 0.59% 0.03%
MRO C 0.07% 0.09% 0.07%
MRVL C 0.02% 0.14% 0.02%
MS D 0.11% 0.41% 0.11%
MSFT C 0.23% 6.25% 0.23%
MU F 0.04% 0.18% 0.04%
NDAQ A 0.03% 0.2% 0.03%
NEE C 0.02% 0.48% 0.02%
NEM B 0.04% 0.2% 0.04%
NI B 0.04% 0.36% 0.04%
NOC B 0.06% 0.21% 0.06%
NOW B 0.08% 0.6% 0.08%
NTAP D 0.02% 0.09% 0.02%
NTRS A 0.03% 0.1% 0.03%
NUE F 0.03% 0.12% 0.03%
NVDA D 0.07% 6.05% 0.07%
NXPI F 0.07% 0.29% 0.07%
OC D 0.05% 0.1% 0.05%
OKE B 0.02% 0.34% 0.02%
ORCL C 0.03% 0.54% 0.03%
PEG B 0.02% 0.47% 0.02%
PEP C 0.03% 0.44% 0.03%
PFE C 0.04% 0.3% 0.04%
PFG B 0.01% 0.1% 0.01%
PG C 0.03% 0.74% 0.03%
PGR B 0.03% 0.44% 0.03%
PHM B 0.03% 0.11% 0.03%
PLD C 0.02% 0.16% 0.02%
PNC B 0.03% 0.32% 0.03%
PNR B 0.04% 0.29% 0.04%
PPG D 0.02% 0.23% 0.02%
PRU C 0.02% 0.52% 0.02%
PSX F 0.04% 0.14% 0.04%
PWR B 0.05% 0.1% 0.05%
PYPL B 0.03% 0.12% 0.03%
QCOM D 0.04% 0.3% 0.04%
REGN C 0.06% 0.24% 0.06%
RTX C 0.01% 0.44% 0.01%
SBUX C 0.01% 0.25% 0.01%
SCHW D 0.01% 0.16% 0.01%
SLB F 0.06% 0.1% 0.06%
SPGI B 0.02% 0.51% 0.02%
STE C 0.05% 0.17% 0.05%
STLD F 0.01% 0.1% 0.01%
SYF C 0.04% 0.17% 0.04%
SYK C 0.01% 0.11% 0.01%
SYY D 0.03% 0.1% 0.03%
T C 0.07% 0.16% 0.07%
TFC C 0.01% 0.12% 0.01%
TGT C 0.05% 0.24% 0.05%
TMO B 0.02% 0.25% 0.02%
TRMB C 0.05% 0.1% 0.05%
TSCO C 0.04% 0.15% 0.04%
TT B 0.07% 0.44% 0.07%
TXN C 0.05% 0.72% 0.05%
UNH C 0.03% 0.99% 0.03%
UNP C 0.02% 0.32% 0.02%
UPS D 0.02% 0.16% 0.02%
URI B 0.05% 0.12% 0.05%
USB B 0.04% 0.16% 0.04%
V C 0.01% 1.02% 0.01%
VLO F 0.04% 0.09% 0.04%
VZ B 0.01% 0.41% 0.01%
WELL C 0.03% 0.24% 0.03%
WFC D 0.01% 0.09% 0.01%
WTRG D 0.02% 0.1% 0.02%
WY C 0.03% 0.11% 0.03%
XOM C 0.05% 0.56% 0.05%
XYL C 0.02% 0.25% 0.02%
ZBH F 0.05% 0.09% 0.05%
ZTS C 0.03% 0.38% 0.03%
SCHI Overweight 286 Positions Relative to ESGU
Symbol Grade Weight
DT C 0.26%
DD B 0.13%
TSN C 0.13%
EQH C 0.1%
TMUS C 0.1%
TD B 0.09%
KEY B 0.08%
ARCC B 0.07%
KOF D 0.07%
BWA D 0.07%
QRVO F 0.07%
BMO C 0.07%
BABA B 0.07%
XRAY D 0.06%
PKG B 0.06%
KLAC D 0.06%
CNO B 0.06%
HAL F 0.06%
JD C 0.06%
CB B 0.06%
BIDU D 0.06%
CHTR D 0.06%
DB B 0.06%
NWG C 0.06%
HSBC B 0.06%
VRSN D 0.05%
GP D 0.05%
NVR B 0.05%
EMN B 0.05%
BDN B 0.05%
CTAS B 0.05%
MOS F 0.05%
VRSK D 0.05%
LEN B 0.05%
EFX B 0.05%
FITB B 0.05%
MAS B 0.05%
EPR B 0.05%
O C 0.05%
AMCR B 0.05%
GPN D 0.05%
GSK C 0.05%
AER B 0.05%
VOD C 0.05%
RJF C 0.04%
FHN D 0.04%
SWX C 0.04%
BNS B 0.04%
FLO C 0.04%
RYN C 0.04%
UHS B 0.04%
DOX C 0.04%
LVS D 0.04%
INGR B 0.04%
RL C 0.04%
TPR C 0.04%
ITW C 0.04%
BC C 0.04%
CUBE B 0.04%
EOG D 0.04%
EXP B 0.04%
GXO D 0.04%
RPRX C 0.04%
FLEX C 0.04%
PAA C 0.04%
CPT B 0.04%
EMR D 0.04%
WAB B 0.04%
CAG C 0.04%
BHF F 0.04%
MPLX B 0.04%
OTIS C 0.04%
MO C 0.04%
SITC D 0.03%
PPL C 0.03%
SCS D 0.03%
KEX C 0.03%
MDT C 0.03%
BEN F 0.03%
INVH C 0.03%
NHI C 0.03%
RS D 0.03%
BNL B 0.03%
SNX D 0.03%
WPC C 0.03%
BRO C 0.03%
ADC C 0.03%
HP F 0.03%
AVT C 0.03%
CTVA B 0.03%
SWKS D 0.03%
KSS F 0.03%
AAT B 0.03%
SKT B 0.03%
CBOE C 0.03%
DRI B 0.03%
LNC D 0.03%
HIW B 0.03%
MCY D 0.03%
CME C 0.03%
CMA B 0.03%
BKU C 0.03%
NOV F 0.03%
CTRA D 0.03%
MAA B 0.03%
NSC C 0.03%
FNF B 0.03%
TJX B 0.03%
ESGR D 0.03%
BRX B 0.03%
AES C 0.03%
HST C 0.03%
APH D 0.03%
FMC C 0.03%
HAS B 0.03%
LHX C 0.03%
CSX D 0.03%
VNT F 0.03%
BSX B 0.03%
AON B 0.03%
WM D 0.03%
BAX C 0.03%
PSA B 0.03%
OMC B 0.03%
TDY B 0.03%
STT A 0.03%
EL F 0.03%
ICE C 0.03%
SPG B 0.03%
MDLZ B 0.03%
OHI B 0.03%
EXPE C 0.03%
NKE D 0.03%
SHW B 0.03%
GD B 0.03%
EBAY B 0.03%
ABT C 0.03%
BXP B 0.03%
FOXA B 0.03%
BDX D 0.03%
AZN D 0.03%
WMT C 0.03%
MUFG D 0.03%
CVS D 0.03%
PDM B 0.02%
SAVE F 0.02%
R A 0.02%
DOV B 0.02%
AMG C 0.02%
L C 0.02%
ALLE B 0.02%
CBT B 0.02%
WBS D 0.02%
AGR B 0.02%
LEG D 0.02%
APTV D 0.02%
AFG B 0.02%
SBRA C 0.02%
GPC D 0.02%
NVT D 0.02%
ROST C 0.02%
AYI B 0.02%
NEU D 0.02%
EXR B 0.02%
SAFE C 0.02%
EPRT B 0.02%
OCSL F 0.02%
ILMN C 0.02%
KMT B 0.02%
LXP B 0.02%
VNO B 0.02%
PNW C 0.02%
HSY C 0.02%
FLS D 0.02%
AGO C 0.02%
SON C 0.02%
WBA F 0.02%
RNR C 0.02%
ARW C 0.02%
SNA C 0.02%
TEL D 0.02%
SF A 0.02%
UNM B 0.02%
TKR D 0.02%
DOC C 0.02%
OSK F 0.02%
ATO B 0.02%
REXR C 0.02%
ROK D 0.02%
CNA C 0.02%
SUI B 0.02%
SJM C 0.02%
TXT D 0.02%
WHR D 0.02%
FRT C 0.02%
NNN C 0.02%
RPM B 0.02%
CNP C 0.02%
REG C 0.02%
LNT B 0.02%
AXS B 0.02%
AVY C 0.02%
H C 0.02%
CP C 0.02%
LYB D 0.02%
JBL D 0.02%
EQR B 0.02%
UDR C 0.02%
ARE C 0.02%
ALL B 0.02%
ESS B 0.02%
HUN D 0.02%
MPC F 0.02%
FAF B 0.02%
AN D 0.02%
DTE C 0.02%
KRC B 0.02%
VFC C 0.02%
HUM F 0.02%
CFG C 0.02%
VMC D 0.02%
DVN F 0.02%
GL C 0.02%
PM C 0.02%
MLM D 0.02%
GLPI C 0.02%
WRK C 0.02%
DG F 0.02%
RGA C 0.02%
STZ D 0.02%
EVRG B 0.02%
JEF B 0.02%
SWK B 0.02%
CSL B 0.02%
PH B 0.02%
ORLY C 0.02%
EPD B 0.02%
APD B 0.02%
WMB B 0.02%
DOW D 0.02%
SRE C 0.02%
AIG D 0.02%
UAL C 0.02%
BA F 0.02%
VOYA B 0.01%
MHK C 0.01%
OGS B 0.01%
KMPR D 0.01%
LMT C 0.01%
WU F 0.01%
THG B 0.01%
LEA F 0.01%
MKL C 0.01%
NFG B 0.01%
OGE C 0.01%
PSEC C 0.01%
WEC C 0.01%
HR C 0.01%
KIM C 0.01%
PRE F 0.01%
BKH B 0.01%
HRB C 0.01%
CHH C 0.01%
AAP F 0.01%
HPP D 0.01%
AAL D 0.01%
AEE C 0.01%
AMH C 0.01%
AEP C 0.01%
ETR B 0.01%
AVB B 0.01%
XEL B 0.01%
VTR C 0.01%
AL D 0.01%
AWK B 0.01%
ROP C 0.01%
AZO D 0.01%
SO B 0.01%
LAZ B 0.01%
DUK C 0.01%
MAR C 0.01%
GM C 0.01%
LUV C 0.01%
MSI B 0.01%
PCG C 0.01%
RSG D 0.0%
SCHI Underweight 99 Positions Relative to ESGU
Symbol Grade Weight
GOOG D -2.23%
META B -2.16%
TSLA C -1.34%
NFLX B -0.53%
AMD D -0.51%
ELV C -0.49%
ACN C -0.45%
CSCO C -0.43%
BRK.A C -0.41%
CRH B -0.36%
VRTX D -0.35%
GWW B -0.33%
ISRG B -0.32%
IDXX C -0.28%
EXPD C -0.27%
LKQ F -0.26%
PANW D -0.25%
UBER C -0.24%
COR D -0.23%
FLUT B -0.22%
TRGP B -0.22%
CDNS D -0.21%
SNPS D -0.21%
VLTO C -0.21%
ANSS D -0.21%
KHC C -0.2%
COO B -0.2%
TRV C -0.2%
FERG D -0.2%
MELI B -0.2%
ANET B -0.2%
DECK C -0.18%
IT B -0.17%
CBRE A -0.17%
TAP D -0.17%
LNG C -0.17%
WDAY D -0.17%
IQV C -0.16%
IRM C -0.16%
WAT C -0.16%
WSM D -0.15%
FDS C -0.15%
SBAC C -0.15%
HPE D -0.14%
J C -0.14%
FTV C -0.14%
AXON B -0.14%
PTC D -0.14%
CMG C -0.13%
OVV F -0.13%
VEEV C -0.12%
FBIN B -0.12%
AJG D -0.12%
BKR C -0.12%
CNH D -0.12%
GEV B -0.12%
FICO B -0.11%
PAYX C -0.11%
KKR B -0.11%
EME B -0.11%
FI A -0.11%
DVA B -0.11%
MDB D -0.11%
MTD D -0.1%
PARA F -0.1%
ODFL D -0.1%
TWLO D -0.1%
STX C -0.1%
CNC D -0.1%
HWM B -0.1%
EQT D -0.1%
HLT B -0.1%
WST D -0.1%
IR C -0.1%
HUBS D -0.1%
JBHT D -0.1%
WDC D -0.1%
LULU D -0.1%
ULTA D -0.1%
CL D -0.1%
IP B -0.1%
CEG C -0.1%
MOH D -0.1%
FSLR C -0.1%
AKAM D -0.1%
POOL C -0.1%
WTW C -0.1%
HOLX B -0.1%
TFX C -0.1%
FOX B -0.1%
BALL C -0.1%
TEAM D -0.1%
AVTR B -0.1%
RCL B -0.1%
SNOW F -0.09%
GDDY C -0.09%
ALNY C -0.09%
DXCM F -0.09%
MRNA F -0.08%
Compare ETFs