SCHV vs. SUSL ETF Comparison

Comparison of Schwab U.S. Large-Cap Value ETF (SCHV) to iShares ESG MSCI USA Leaders ETF (SUSL)

SCHV

Schwab U.S. Large-Cap Value ETF

SCHV Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$79.58

Average Daily Volume

337,505

Number of Holdings ^*

486

* may have additional holdings in another (foreign) market

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$100.66

Average Daily Volume

29,496

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	SCHV	SUSL
30 Days	3.57%	1.77%
60 Days	5.14%	3.52%
90 Days	7.58%	3.52%
12 Months	22.72%	31.97%

187 Overlapping Holdings

Symbol	Grade	Weight in SCHV	Weight in SUSL	Overlap
A	C	0.18%	0.15%	0.15%
ACGL	C	0.18%	0.16%	0.16%
ACI	F	0.03%	0.03%	0.03%
ADP	B	0.5%	0.44%	0.44%
AFL	C	0.24%	0.23%	0.23%
AIZ	B	0.04%	0.04%	0.04%
AKAM	D	0.06%	0.06%	0.06%
ALL	B	0.21%	0.19%	0.19%
ALLE	B	0.05%	0.05%	0.05%
ALLY	F	0.04%	0.04%	0.04%
AMAT	D	0.68%	0.6%	0.6%
AMGN	B	0.78%	0.68%	0.68%
AMP	A	0.19%	0.17%	0.17%
AMT	C	0.49%	0.43%	0.43%
APD	B	0.27%	0.25%	0.25%
APTV	D	0.08%	0.07%	0.07%
ATO	B	0.09%	0.08%	0.08%
AVY	C	0.08%	0.07%	0.07%
AWK	B	0.13%	0.11%	0.11%
AXP	B	0.63%	0.59%	0.59%
BALL	C	0.09%	0.08%	0.08%
BBWI	F	0.03%	0.02%	0.02%
BBY	C	0.08%	0.08%	0.08%
BEN	F	0.03%	0.02%	0.02%
BG	D	0.06%	0.05%	0.05%
BIIB	F	0.13%	0.11%	0.11%
BK	B	0.22%	0.2%	0.2%
BMY	C	0.43%	0.38%	0.38%
BR	D	0.11%	0.1%	0.1%
BURL	B	0.08%	0.07%	0.07%
BXP	B	0.05%	0.05%	0.05%
CAG	C	0.07%	0.06%	0.06%
CARR	B	0.27%	0.24%	0.24%
CAT	B	0.72%	0.66%	0.66%
CBOE	C	0.1%	0.09%	0.09%
CBRE	A	0.15%	0.14%	0.14%
CCI	C	0.23%	0.2%	0.2%
CFG	C	0.08%	0.07%	0.07%
CHD	D	0.11%	0.1%	0.1%
CHRW	B	0.05%	0.05%	0.05%
CL	D	0.38%	0.31%	0.31%
CLX	C	0.09%	0.08%	0.08%
CMCSA	D	0.66%	0.59%	0.59%
CMI	C	0.18%	0.16%	0.16%
CMS	C	0.09%	0.08%	0.08%
CNH	D	0.04%	0.03%	0.03%
COF	B	0.23%	0.21%	0.21%
CPB	C	0.04%	0.04%	0.04%
CSX	D	0.29%	0.26%	0.26%
DAL	C	0.13%	0.03%	0.03%
DFS	B	0.14%	0.13%	0.13%
DGX	B	0.08%	0.07%	0.07%
DINO	F	0.03%	0.03%	0.03%
DIS	D	0.71%	0.65%	0.65%
DLR	B	0.23%	0.2%	0.2%
DOC	C	0.07%	0.06%	0.06%
DOV	B	0.11%	0.1%	0.1%
DRI	B	0.08%	0.07%	0.07%
DVA	B	0.03%	0.03%	0.03%
EA	D	0.15%	0.14%	0.14%
EBAY	B	0.13%	0.12%	0.12%
ECL	B	0.28%	0.25%	0.25%
ED	C	0.16%	0.14%	0.14%
EIX	C	0.14%	0.13%	0.13%
EQH	C	0.05%	0.05%	0.05%
ES	C	0.1%	0.09%	0.09%
ETN	C	0.52%	0.48%	0.48%
EXC	C	0.17%	0.15%	0.15%
EXPD	C	0.08%	0.07%	0.07%
FIS	B	0.2%	0.18%	0.18%
FOXA	B	0.06%	0.04%	0.04%
FTV	C	0.11%	0.1%	0.1%
GEHC	C	0.16%	0.14%	0.14%
GGG	C	0.06%	0.05%	0.05%
GILD	B	0.44%	0.4%	0.4%
GIS	B	0.18%	0.16%	0.16%
GPC	D	0.08%	0.07%	0.07%
HBAN	B	0.09%	0.08%	0.08%
HCA	B	0.33%	0.3%	0.3%
HD	B	1.61%	1.46%	1.46%
HIG	B	0.15%	0.13%	0.13%
HOLX	B	0.08%	0.07%	0.07%
HPE	D	0.09%	0.09%	0.09%
HPQ	D	0.13%	0.13%	0.13%
HRL	C	0.04%	0.04%	0.04%
HSIC	C	0.04%	0.03%	0.03%
IBM	B	0.85%	0.75%	0.75%
ICE	C	0.4%	0.36%	0.36%
IEX	D	0.07%	0.06%	0.06%
IFF	B	0.12%	0.1%	0.1%
INTC	F	0.37%	0.35%	0.35%
IP	B	0.07%	0.06%	0.06%
IPG	C	0.05%	0.04%	0.04%
IR	C	0.16%	0.15%	0.15%
IRM	C	0.15%	0.13%	0.13%
ITW	C	0.29%	0.29%	0.29%
JCI	B	0.21%	0.19%	0.19%
JNJ	C	1.74%	1.54%	1.54%
JNPR	B	0.05%	0.05%	0.05%
K	B	0.09%	0.08%	0.08%
KDP	B	0.17%	0.16%	0.16%
KEY	B	0.07%	0.06%	0.06%
KEYS	C	0.11%	0.1%	0.1%
KMB	D	0.21%	0.18%	0.18%
KMX	D	0.05%	0.05%	0.05%
KNX	C	0.04%	0.03%	0.03%
KO	C	1.21%	1.13%	1.13%
KR	C	0.15%	0.14%	0.14%
LII	B	0.08%	0.07%	0.07%
LKQ	F	0.05%	0.04%	0.04%
LOW	B	0.62%	0.56%	0.56%
LW	D	0.04%	0.04%	0.04%
LYB	D	0.11%	0.1%	0.1%
MANH	B	0.07%	0.06%	0.06%
MCD	B	0.92%	0.81%	0.81%
MKC	C	0.09%	0.08%	0.08%
MMC	C	0.5%	0.43%	0.43%
MMM	B	0.32%	0.28%	0.28%
MPC	F	0.25%	0.22%	0.22%
MRK	D	1.27%	1.15%	1.15%
MS	D	0.53%	0.47%	0.47%
NDAQ	A	0.13%	0.12%	0.12%
NEM	B	0.26%	0.23%	0.23%
NI	B	0.07%	0.06%	0.06%
NKE	D	0.42%	0.37%	0.37%
NRG	C	0.07%	0.06%	0.06%
NTAP	D	0.1%	0.09%	0.09%
NTRS	A	0.08%	0.07%	0.07%
NUE	F	0.14%	0.13%	0.13%
NXPI	F	0.26%	0.23%	0.23%
OC	D	0.06%	0.06%	0.06%
OKE	B	0.23%	0.21%	0.21%
OMC	B	0.08%	0.08%	0.08%
PAYX	C	0.19%	0.17%	0.17%
PEP	C	1.06%	0.93%	0.93%
PFG	B	0.07%	0.07%	0.07%
PG	C	1.8%	1.59%	1.59%
PHM	B	0.12%	0.11%	0.11%
PLD	C	0.53%	0.46%	0.46%
PNC	B	0.31%	0.28%	0.28%
PNR	B	0.06%	0.06%	0.06%
PPG	D	0.13%	0.11%	0.11%
PRU	C	0.18%	0.16%	0.16%
PSX	F	0.23%	0.21%	0.21%
PWR	B	0.17%	0.15%	0.15%
RCL	B	0.17%	0.16%	0.16%
RF	B	0.09%	0.08%	0.08%
RJF	C	0.09%	0.09%	0.09%
ROK	D	0.13%	0.11%	0.11%
SCHW	D	0.41%	0.37%	0.37%
SJM	C	0.05%	0.05%	0.05%
SLB	F	0.25%	0.23%	0.23%
SRE	C	0.23%	0.2%	0.2%
STE	C	0.1%	0.09%	0.09%
STLD	F	0.07%	0.07%	0.07%
STT	A	0.11%	0.1%	0.1%
STX	C	0.09%	0.08%	0.08%
SW	B	0.1%	0.09%	0.09%
SYF	C	0.08%	0.07%	0.07%
TFC	C	0.24%	0.21%	0.21%
TGT	C	0.3%	0.27%	0.27%
TJX	B	0.59%	0.51%	0.51%
TRMB	C	0.06%	0.05%	0.05%
TROW	D	0.1%	0.09%	0.09%
TRU	B	0.08%	0.07%	0.07%
TRV	C	0.23%	0.21%	0.21%
TSCO	C	0.13%	0.11%	0.11%
TT	B	0.35%	0.32%	0.32%
TTC	D	0.04%	0.03%	0.03%
TXN	C	0.81%	0.7%	0.7%
UNP	C	0.66%	0.59%	0.59%
UPS	D	0.41%	0.36%	0.36%
USB	B	0.31%	0.27%	0.27%
VLO	F	0.19%	0.17%	0.17%
VLTO	C	0.1%	0.1%	0.1%
VZ	B	0.81%	0.71%	0.71%
WBA	F	0.03%	0.03%	0.03%
WDC	D	0.09%	0.08%	0.08%
WELL	C	0.34%	0.29%	0.29%
WMB	B	0.24%	0.21%	0.21%
WSM	D	0.08%	0.07%	0.07%
WTRG	D	0.04%	0.04%	0.04%
WTW	C	0.13%	0.11%	0.11%
WY	C	0.1%	0.09%	0.09%
XYL	C	0.14%	0.12%	0.12%
YUM	D	0.17%	0.14%	0.14%
ZBH	F	0.09%	0.08%	0.08%

SCHV Overweight 299 Positions Relative to SUSL

Symbol	Grade	Weight
BRK.A	C	3.6%
JPM	D	2.61%
XOM	C	2.16%
ABBV	C	1.51%
WMT	C	1.48%
BAC	D	1.16%
ORCL	C	1.1%
CVX	D	1.04%
ABT	C	0.89%
CSCO	C	0.87%
PM	C	0.85%
QCOM	D	0.82%
WFC	D	0.82%
NEE	C	0.75%
PFE	C	0.74%
RTX	C	0.7%
GS	C	0.67%
T	C	0.67%
UBER	C	0.64%
HON	D	0.58%
SYK	C	0.54%
COP	D	0.53%
MDT	C	0.53%
LMT	C	0.53%
BSX	B	0.53%
CB	B	0.51%
SBUX	C	0.49%
ADI	C	0.49%
C	C	0.48%
BX	B	0.45%
MDLZ	B	0.44%
MU	F	0.44%
SO	B	0.43%
BA	F	0.41%
MO	C	0.4%
DUK	C	0.39%
KKR	B	0.35%
CME	C	0.35%
APH	D	0.33%
AON	B	0.33%
PH	B	0.33%
WM	D	0.33%
MSI	B	0.32%
CVS	D	0.31%
NOC	B	0.31%
BDX	D	0.3%
GD	B	0.3%
AJG	D	0.28%
FDX	C	0.28%
FCX	D	0.26%
PSA	B	0.25%
EMR	D	0.25%
NSC	C	0.25%
GEV	B	0.25%
AEP	C	0.24%
O	C	0.24%
SPG	B	0.23%
PCAR	D	0.22%
ROST	C	0.22%
GM	C	0.22%
APO	C	0.21%
D	C	0.21%
AIG	D	0.21%
MET	B	0.2%
LEN	B	0.2%
TEL	D	0.19%
KVUE	C	0.19%
KMI	B	0.18%
PEG	B	0.18%
F	F	0.18%
MCHP	F	0.18%
RSG	D	0.18%
PCG	C	0.18%
CTSH	C	0.17%
SYY	D	0.17%
AME	C	0.17%
VRSK	D	0.17%
FAST	C	0.17%
XEL	B	0.16%
DOW	D	0.16%
HWM	B	0.16%
EFX	B	0.16%
EXR	B	0.16%
OTIS	C	0.16%
DD	B	0.15%
OXY	F	0.15%
VICI	C	0.15%
GLW	C	0.14%
AVB	B	0.14%
CDW	D	0.13%
WAB	B	0.13%
ADM	D	0.13%
HSY	C	0.13%
WEC	C	0.13%
ON	D	0.13%
VTR	C	0.12%
EQR	B	0.12%
CAH	C	0.12%
MTB	B	0.12%
KHC	C	0.12%
GPN	D	0.12%
GRMN	D	0.12%
FITB	B	0.12%
ARES	B	0.11%
DVN	F	0.11%
HEI	B	0.11%
DTE	C	0.11%
ETR	B	0.11%
VST	C	0.11%
AEE	C	0.1%
FE	C	0.1%
PPL	C	0.1%
BRO	C	0.1%
EL	F	0.09%
BAH	C	0.09%
ESS	B	0.09%
BAX	C	0.09%
TER	D	0.09%
LDOS	B	0.09%
INVH	C	0.09%
CINF	B	0.09%
HUBB	B	0.09%
MAS	B	0.08%
WRB	C	0.08%
LUV	C	0.08%
TSN	C	0.08%
SUI	B	0.08%
DG	F	0.08%
J	C	0.08%
CNP	C	0.08%
PKG	B	0.08%
ARE	C	0.08%
MAA	B	0.08%
SWK	B	0.07%
FNF	B	0.07%
LNT	B	0.07%
RPM	B	0.07%
UTHR	C	0.07%
RBA	B	0.07%
RS	D	0.07%
SSNC	B	0.07%
KIM	C	0.07%
AMCR	B	0.07%
VRSN	D	0.07%
UAL	C	0.07%
SWKS	D	0.07%
TXT	D	0.07%
ENTG	F	0.07%
CCL	C	0.07%
ERIE	B	0.06%
JKHY	B	0.06%
AES	C	0.06%
AMH	C	0.06%
NWSA	D	0.06%
CPT	B	0.06%
ACM	B	0.06%
USFD	B	0.06%
VTRS	D	0.06%
WPC	C	0.06%
UHS	B	0.06%
DLTR	F	0.06%
EVRG	B	0.06%
RGA	C	0.06%
ROL	C	0.06%
ELS	C	0.06%
UDR	C	0.06%
GWRE	A	0.06%
L	C	0.06%
CF	C	0.06%
GLPI	C	0.06%
LVS	D	0.06%
TOL	B	0.06%
SNA	C	0.06%
MRO	C	0.06%
WSO	C	0.06%
BJ	D	0.05%
NVT	D	0.05%
CCK	A	0.05%
RPRX	C	0.05%
ITT	B	0.05%
EWBC	D	0.05%
LAMR	B	0.05%
BSY	D	0.05%
CW	B	0.05%
SCI	B	0.05%
EMN	B	0.05%
HST	C	0.05%
FFIV	B	0.05%
Z	B	0.05%
XPO	D	0.05%
CUBE	B	0.05%
JLL	B	0.05%
CE	F	0.05%
DKS	D	0.05%
REG	C	0.05%
JBL	D	0.05%
OGE	C	0.04%
CHK	D	0.04%
MOS	F	0.04%
MORN	C	0.04%
NCLH	C	0.04%
KBR	D	0.04%
CG	D	0.04%
FHN	D	0.04%
TPX	C	0.04%
DCI	C	0.04%
APA	F	0.04%
GL	C	0.04%
WAL	B	0.04%
SNX	D	0.04%
AFG	B	0.04%
ORI	B	0.04%
FRT	C	0.04%
EGP	B	0.04%
HAS	B	0.04%
NNN	C	0.04%
MGM	F	0.04%
RGLD	C	0.04%
EHC	C	0.04%
MTCH	C	0.04%
AOS	D	0.04%
UNM	B	0.04%
JEF	B	0.04%
TPR	C	0.04%
OVV	F	0.04%
WMS	D	0.04%
TAP	D	0.04%
RRX	C	0.04%
OHI	B	0.04%
ARMK	B	0.04%
LECO	F	0.04%
ATR	B	0.04%
WWD	D	0.04%
PNW	C	0.04%
POST	C	0.03%
VFC	C	0.03%
LEA	F	0.03%
LSCC	D	0.03%
STWD	B	0.03%
WH	B	0.03%
CRBG	D	0.03%
BRKR	D	0.03%
RHI	D	0.03%
G	C	0.03%
CGNX	F	0.03%
ZION	D	0.03%
SEIC	C	0.03%
ARW	C	0.03%
MTN	D	0.03%
GNTX	F	0.03%
ALV	F	0.03%
CFR	C	0.03%
MIDD	D	0.03%
AAL	D	0.03%
IVZ	B	0.03%
WYNN	D	0.03%
ELAN	D	0.03%
CBSH	C	0.03%
BWA	D	0.03%
UHAL	A	0.03%
AA	D	0.03%
AGNC	B	0.03%
CMA	B	0.03%
BERY	B	0.03%
AYI	B	0.03%
VOYA	B	0.03%
AXTA	B	0.03%
WBS	D	0.03%
SOFI	C	0.03%
CIEN	C	0.03%
FMC	C	0.03%
AR	F	0.03%
COLD	D	0.03%
MHK	C	0.03%
LCID	C	0.02%
PII	D	0.02%
SEE	D	0.02%
UGI	C	0.02%
ALK	C	0.02%
WHR	D	0.02%
PARA	F	0.02%
XRAY	D	0.02%
OGN	D	0.02%
ST	D	0.02%
SON	C	0.02%
DAR	F	0.02%
AGCO	D	0.02%
GME	F	0.02%
CAR	F	0.01%
CNA	C	0.01%
REYN	C	0.01%
ADTN	D	0.01%
AGR	B	0.01%
BOKF	B	0.01%
PAG	D	0.01%
COTY	F	0.01%
HTZ	F	0.0%
DJT	F	0.0%
WOLF	F	0.0%

SCHV Underweight 106 Positions Relative to SUSL

Symbol	Grade	Weight
MSFT	C	-11.77%
NVDA	D	-10.89%
GOOGL	D	-3.58%
GOOG	D	-3.1%
LLY	C	-2.8%
TSLA	C	-2.5%
V	C	-1.76%
MA	B	-1.59%
CRM	D	-0.95%
AMD	D	-0.93%
LIN	B	-0.87%
ADBE	F	-0.87%
ACN	C	-0.81%
GE	B	-0.76%
NOW	B	-0.7%
DHR	B	-0.7%
INTU	C	-0.69%
SPGI	B	-0.64%
PGR	B	-0.58%
BKNG	C	-0.52%
BLK	B	-0.51%
ELV	C	-0.48%
PANW	D	-0.42%
DE	B	-0.4%
CI	C	-0.39%
FI	A	-0.39%
LRCX	F	-0.38%
MELI	B	-0.36%
ZTS	C	-0.34%
EQIX	C	-0.31%
MCO	B	-0.3%
CTAS	B	-0.29%
CDNS	D	-0.29%
SNPS	D	-0.29%
PYPL	B	-0.27%
ORLY	C	-0.25%
MRVL	C	-0.24%
CRH	B	-0.23%
ADSK	C	-0.22%
DHI	B	-0.22%
HLT	B	-0.21%
URI	B	-0.2%
WDAY	D	-0.2%
AZO	D	-0.2%
FICO	B	-0.18%
IQV	C	-0.17%
GWW	B	-0.17%
EW	F	-0.16%
LNG	C	-0.16%
FERG	D	-0.16%
COR	D	-0.16%
IDXX	C	-0.16%
ODFL	D	-0.15%
IT	B	-0.15%
DASH	C	-0.15%
HUM	F	-0.14%
MLM	D	-0.13%
BKR	C	-0.13%
LULU	D	-0.12%
CHTR	D	-0.12%
TRGP	B	-0.12%
AXON	B	-0.11%
ANSS	D	-0.11%
MTD	D	-0.11%
NVR	B	-0.11%
TEAM	D	-0.1%
TTWO	C	-0.1%
HAL	F	-0.1%
SBAC	C	-0.1%
DXCM	F	-0.1%
DECK	C	-0.09%
HUBS	D	-0.09%
FSLR	C	-0.09%
WAT	C	-0.08%
MOH	D	-0.08%
PTC	D	-0.08%
WST	D	-0.08%
COO	B	-0.08%
ALGN	D	-0.07%
AVTR	B	-0.07%
ULTA	D	-0.07%
EME	B	-0.07%
LH	C	-0.07%
GEN	B	-0.06%
ZS	F	-0.06%
LPLA	D	-0.06%
ENPH	D	-0.06%
PODD	B	-0.06%
FDS	C	-0.06%
TECH	C	-0.05%
NBIX	F	-0.05%
JBHT	D	-0.05%
POOL	C	-0.05%
DPZ	F	-0.05%
DAY	D	-0.04%
RIVN	F	-0.04%
MKTX	C	-0.04%
TWLO	D	-0.04%
NLY	B	-0.04%
SOLV	C	-0.04%
FBIN	B	-0.04%
CTLT	B	-0.04%
TFX	C	-0.04%
DOCU	C	-0.04%
AZPN	B	-0.03%
FOX	B	-0.02%