or Try an Advanced Search...
      or Try an Advanced Search...

      SCHZ vs. EVUS ETF Comparison

      Comparison of Schwab US Aggregate Bond ETF (SCHZ) to iShares ESG Aware MSCI USA Value ETF (EVUS)
      SCHZ

      Schwab US Aggregate Bond ETF

      SCHZ Description

      The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

      Grade (RS Rating)

      Last Trade

      $47.48

      Average Daily Volume

      567,566

      Number of Holdings *

      540

      * 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

      $28.61

      Average Daily Volume

      1,339

      Number of Holdings *

      228

      * may have additional holdings in another (foreign) market
      Performance
      Period SCHZ EVUS
      30 Days 2.19% 3.79%
      60 Days 4.34% 5.26%
      90 Days 5.67% 5.44%
      12 Months 9.55% 19.66%
      186 Overlapping Holdings
      Symbol Grade Weight in SCHZ Weight in EVUS Overlap
      A B 0.0% 1.0% 0.0%
      ABBV B 0.0% 1.0% 0.0%
      ABT A 0.0% 1.0% 0.0%
      ADI C 0.0% 1.0% 0.0%
      ADM D 0.0% 1.0% 0.0%
      ADP B 0.0% 1.0% 0.0%
      AIZ B 0.0% 1.0% 0.0%
      ALLE B 0.0% 1.0% 0.0%
      AMGN C 0.0% 1.0% 0.0%
      AMT A 0.0% 1.0% 0.0%
      APTV D 0.0% 1.0% 0.0%
      AVB B 0.0% 1.0% 0.0%
      AVGO D 0.0% 1.0% 0.0%
      AVY B 0.0% 1.0% 0.0%
      AWK A 0.0% 1.0% 0.0%
      AXP B 0.0% 1.0% 0.0%
      BAC D 0.0% 1.0% 0.0%
      BBY A 0.0% 1.0% 0.0%
      BG D 0.0% 1.0% 0.0%
      BIIB D 0.01% 1.0% 0.01%
      BK B 0.0% 1.0% 0.0%
      BLK B 0.0% 1.0% 0.0%
      BMY B 0.0% 1.0% 0.0%
      BR C 0.0% 1.0% 0.0%
      BXP A 0.0% 1.0% 0.0%
      C D 0.0% 1.0% 0.0%
      CAG A 0.0% 1.0% 0.0%
      CAH A 0.0% 1.0% 0.0%
      CARR B 0.0% 1.0% 0.0%
      CAT C 0.0% 1.0% 0.0%
      CB A 0.0% 1.0% 0.0%
      CBOE A 0.0% 1.0% 0.0%
      CCI A 0.0% 1.0% 0.0%
      CHD A 0.01% 1.0% 0.01%
      CHRW B 0.0% 1.0% 0.0%
      CI B 0.0% 1.0% 0.0%
      CLX A 0.0% 1.0% 0.0%
      CMCSA C 0.0% 1.0% 0.0%
      CMI B 0.0% 1.0% 0.0%
      CMS A 0.0% 1.0% 0.0%
      CNH C 0.0% 1.0% 0.0%
      COF C 0.0% 1.0% 0.0%
      COO A 0.0% 1.0% 0.0%
      COP D 0.0% 1.0% 0.0%
      CPB A 0.0% 1.0% 0.0%
      CSCO B 0.0% 1.0% 0.0%
      CVX F 0.0% 1.0% 0.0%
      DAL D 0.0% 1.0% 0.0%
      DD C 0.01% 1.0% 0.01%
      DE B 0.0% 1.0% 0.0%
      DFS C 0.0% 1.0% 0.0%
      DG F 0.0% 1.0% 0.0%
      DGX B 0.0% 1.0% 0.0%
      DHI B 0.0% 1.0% 0.0%
      DHR B 0.0% 1.0% 0.0%
      DIS F 0.0% 1.0% 0.0%
      DLR D 0.0% 1.0% 0.0%
      DLTR F 0.01% 1.0% 0.01%
      DOV C 0.0% 1.0% 0.0%
      DOW D 0.0% 1.0% 0.0%
      EA C 0.0% 1.0% 0.0%
      ECL B 0.0% 1.0% 0.0%
      ED A 0.0% 1.0% 0.0%
      EIX A 0.0% 1.0% 0.0%
      EQIX B 0.0% 1.0% 0.0%
      ES A 0.0% 1.0% 0.0%
      ETN D 0.0% 1.0% 0.0%
      EXC A 0.0% 1.0% 0.0%
      FANG D 0.0% 1.0% 0.0%
      FDX D 0.0% 1.0% 0.0%
      FIS A 0.0% 1.0% 0.0%
      FTV D 0.0% 1.0% 0.0%
      GILD A 0.0% 1.0% 0.0%
      GIS A 0.0% 1.0% 0.0%
      GS C 0.0% 1.0% 0.0%
      HBAN B 0.0% 1.0% 0.0%
      HCA B 0.0% 1.0% 0.0%
      HD B 0.0% 1.0% 0.0%
      HIG B 0.0% 1.0% 0.0%
      HII B 0.0% 1.0% 0.0%
      HON D 0.0% 1.0% 0.0%
      HPE D 0.0% 1.0% 0.0%
      HPQ D 0.0% 1.0% 0.0%
      HRL A 0.0% 1.0% 0.0%
      HUM D 0.0% 1.0% 0.0%
      IBM A 0.0% 1.0% 0.0%
      ICE A 0.0% 1.0% 0.0%
      IEX D 0.0% 1.0% 0.0%
      IFF A 0.0% 1.0% 0.0%
      INTC F 0.0% 1.0% 0.0%
      IP B 0.0% 1.0% 0.0%
      IPG B 0.0% 1.0% 0.0%
      ITW C 0.0% 1.0% 0.0%
      JBHT C 0.0% 1.0% 0.0%
      JCI C 0.0% 1.0% 0.0%
      JNJ B 0.0% 1.0% 0.0%
      JNPR A 0.0% 1.0% 0.0%
      JPM B 0.0% 1.0% 0.0%
      K A 0.0% 1.0% 0.0%
      KDP A 0.0% 1.0% 0.0%
      KEYS C 0.0% 1.0% 0.0%
      KMB A 0.0% 1.0% 0.0%
      KMI B 0.0% 1.0% 0.0%
      KO B 0.0% 1.0% 0.0%
      KR C 0.0% 1.0% 0.0%
      LDOS B 0.0% 1.0% 0.0%
      LH B 0.0% 1.0% 0.0%
      LIN B 0.0% 1.0% 0.0%
      LOW B 0.0% 1.0% 0.0%
      LYB D 0.0% 1.0% 0.0%
      MCD A 0.0% 1.0% 0.0%
      MDLZ A 0.0% 1.0% 0.0%
      MET B 0.0% 1.0% 0.0%
      MKC A 0.0% 1.0% 0.0%
      MMC A 0.0% 1.0% 0.0%
      MMM B 0.0% 1.0% 0.0%
      MPC D 0.0% 1.0% 0.0%
      MRK D 0.0% 1.0% 0.0%
      MS C 0.0% 1.0% 0.0%
      MU F 0.0% 1.0% 0.0%
      NDAQ A 0.0% 1.0% 0.0%
      NEE A 0.0% 1.0% 0.0%
      NEM B 0.0% 1.0% 0.0%
      NKE C 0.0% 1.0% 0.0%
      NOC B 0.0% 1.0% 0.0%
      NTAP D 0.0% 1.0% 0.0%
      NTRS B 0.0% 1.0% 0.0%
      NUE F 0.0% 1.0% 0.0%
      NXPI D 0.0% 1.0% 0.0%
      OC D 0.0% 1.0% 0.0%
      OKE A 0.0% 1.0% 0.0%
      ORCL A 0.0% 1.0% 0.0%
      PEG B 0.0% 1.0% 0.0%
      PEP A 0.0% 1.0% 0.0%
      PFE D 0.0% 1.0% 0.0%
      PFG D 0.0% 1.0% 0.0%
      PG A 0.0% 1.0% 0.0%
      PGR A 0.0% 1.0% 0.0%
      PLD B 0.0% 1.0% 0.0%
      PNC B 0.0% 1.0% 0.0%
      PNR B 0.0% 1.0% 0.0%
      PPG D 0.0% 1.0% 0.0%
      PRU C 0.0% 1.0% 0.0%
      PSA A 0.0% 1.0% 0.0%
      PSX D 0.0% 1.0% 0.0%
      PYPL B 0.0% 1.0% 0.0%
      QCOM F 0.0% 1.0% 0.0%
      REGN B 0.0% 1.0% 0.0%
      RF B 0.0% 1.0% 0.0%
      ROK D 0.0% 1.0% 0.0%
      RTX B 0.0% 1.0% 0.0%
      SBUX B 0.0% 1.0% 0.0%
      SCHW D 0.0% 1.0% 0.0%
      SLB F 0.0% 1.0% 0.0%
      SPGI A 0.0% 1.0% 0.0%
      STE A 0.0% 1.0% 0.0%
      STLD D 0.0% 1.0% 0.0%
      STT B 0.0% 1.0% 0.0%
      STZ B 0.0% 1.0% 0.0%
      SYF C 0.0% 1.0% 0.0%
      SYY A 0.0% 1.0% 0.0%
      T A 0.0% 1.0% 0.0%
      TAP C 0.0% 1.0% 0.0%
      TFC B 0.0% 1.0% 0.0%
      TGT B 0.0% 1.0% 0.0%
      TJX B 0.0% 1.0% 0.0%
      TMO A 0.0% 1.0% 0.0%
      TRMB D 0.0% 1.0% 0.0%
      TRV A 0.0% 1.0% 0.0%
      TSCO B 0.0% 1.0% 0.0%
      TXN C 0.0% 1.0% 0.0%
      UNH A 0.0% 1.0% 0.0%
      UPS F 0.0% 1.0% 0.0%
      URI C 0.0% 1.0% 0.0%
      USB B 0.0% 1.0% 0.0%
      VLO D 0.0% 1.0% 0.0%
      VZ B 0.0% 1.0% 0.0%
      WELL A 0.0% 1.0% 0.0%
      WFC D 0.0% 1.0% 0.0%
      WMB B 0.0% 1.0% 0.0%
      WTRG D 0.0% 1.0% 0.0%
      WY C 0.0% 1.0% 0.0%
      XOM C 0.0% 1.0% 0.0%
      XYL D 0.0% 1.0% 0.0%
      ZBH D 0.0% 1.0% 0.0%
      ZTS A 0.0% 1.0% 0.0%
      SCHZ Overweight 354 Positions Relative to EVUS
      Symbol Grade Weight
      WIT B 0.08%
      NOW B 0.01%
      UHS B 0.01%
      MCHP D 0.01%
      STLA F 0.01%
      EDC D 0.01%
      CTS D 0.01%
      MDT A 0.01%
      DT A 0.01%
      VLY C 0.0%
      OCSL D 0.0%
      WBS D 0.0%
      GPC D 0.0%
      SAN C 0.0%
      SIGI D 0.0%
      SAVE F 0.0%
      GXO D 0.0%
      SAFE B 0.0%
      EPRT A 0.0%
      SUI A 0.0%
      VNO B 0.0%
      SKT A 0.0%
      ALB F 0.0%
      CDNS D 0.0%
      CBT B 0.0%
      COKE B 0.0%
      CACC F 0.0%
      FAF A 0.0%
      TKR D 0.0%
      THG A 0.0%
      TEL C 0.0%
      PRE D 0.0%
      AVA B 0.0%
      VMI C 0.0%
      WRB B 0.0%
      TME F 0.0%
      FTNT B 0.0%
      KMPR C 0.0%
      FLO A 0.0%
      NEU D 0.0%
      BC D 0.0%
      PSEC B 0.0%
      CTVA B 0.0%
      PWR C 0.0%
      GBDC D 0.0%
      XRAY D 0.0%
      CHH C 0.0%
      AMH A 0.0%
      BDN B 0.0%
      JD D 0.0%
      MHK B 0.0%
      LAZ B 0.0%
      KEX D 0.0%
      EPR B 0.0%
      HOG B 0.0%
      HP F 0.0%
      ROST B 0.0%
      SBRA A 0.0%
      MCY B 0.0%
      NFG B 0.0%
      BKU B 0.0%
      KMT D 0.0%
      SCS C 0.0%
      DRI A 0.0%
      INVH B 0.0%
      REXR B 0.0%
      HR A 0.0%
      RS D 0.0%
      IDA A 0.0%
      AAP F 0.0%
      EXP B 0.0%
      DXC A 0.0%
      DOX C 0.0%
      ILMN B 0.0%
      LXP B 0.0%
      BCSF B 0.0%
      PDM B 0.0%
      SLG B 0.0%
      SNV C 0.0%
      GSBD D 0.0%
      ADC A 0.0%
      ZION C 0.0%
      INGR A 0.0%
      NVR B 0.0%
      OSK D 0.0%
      CE F 0.0%
      AGO D 0.0%
      EG B 0.0%
      NHI A 0.0%
      SITC D 0.0%
      OPI F 0.0%
      G B 0.0%
      AYI C 0.0%
      CTRA F 0.0%
      LNC C 0.0%
      MCO B 0.0%
      MAIN D 0.0%
      MTB B 0.0%
      HUBB C 0.0%
      NYCB C 0.0%
      CUBE A 0.0%
      TPR B 0.0%
      ORI B 0.0%
      H C 0.0%
      WEC A 0.0%
      VRSN C 0.0%
      RPM A 0.0%
      SWX D 0.0%
      ESGR D 0.0%
      OGE B 0.0%
      HPP D 0.0%
      EW F 0.0%
      VFC B 0.0%
      VNT F 0.0%
      LII C 0.0%
      WB F 0.0%
      FMC C 0.0%
      FRT A 0.0%
      PCAR D 0.0%
      NWE A 0.0%
      OGS B 0.0%
      FHN C 0.0%
      SWKS D 0.0%
      NVT F 0.0%
      SNA D 0.0%
      GL B 0.0%
      NNN A 0.0%
      RL A 0.0%
      EFX B 0.0%
      ARW B 0.0%
      WU C 0.0%
      AGR B 0.0%
      AMG C 0.0%
      R C 0.0%
      AJG A 0.0%
      L B 0.0%
      ESS B 0.0%
      HAS B 0.0%
      AWH F 0.0%
      ORLY B 0.0%
      AN C 0.0%
      RNR A 0.0%
      PHM B 0.0%
      PVH F 0.0%
      BEN F 0.0%
      SF C 0.0%
      AXS B 0.0%
      MOS F 0.0%
      JBLU D 0.0%
      CTAS B 0.0%
      UNM B 0.0%
      VMC D 0.0%
      HIW B 0.0%
      DSS F 0.0%
      FNF B 0.0%
      AES D 0.0%
      AMCR B 0.0%
      LEN B 0.0%
      MKL C 0.0%
      APD B 0.0%
      REG A 0.0%
      GP F 0.0%
      EMR D 0.0%
      EE D 0.0%
      SWK B 0.0%
      EVRG A 0.0%
      FLS C 0.0%
      AFG A 0.0%
      CMA B 0.0%
      WHR D 0.0%
      LEG D 0.0%
      HRB B 0.0%
      CNO B 0.0%
      KSS F 0.0%
      DOC B 0.0%
      KRG B 0.0%
      WM D 0.0%
      BWA D 0.0%
      EL F 0.0%
      BAX A 0.0%
      IVZ C 0.0%
      WLK D 0.0%
      JBL F 0.0%
      HST D 0.0%
      FLEX C 0.0%
      KRC B 0.0%
      AFL B 0.0%
      RJF D 0.0%
      CNA B 0.0%
      RGA B 0.0%
      CPT B 0.0%
      NOV F 0.0%
      GLPI A 0.0%
      MAA B 0.0%
      LHX C 0.0%
      MRVL D 0.0%
      MRO C 0.0%
      APH D 0.0%
      MSI B 0.0%
      AMP B 0.0%
      SON A 0.0%
      ARE D 0.0%
      FSK B 0.0%
      CSL C 0.0%
      BRO A 0.0%
      PKG B 0.0%
      WPC A 0.0%
      WRK C 0.0%
      VOYA B 0.0%
      LEA F 0.0%
      TXT D 0.0%
      EMN C 0.0%
      INTU D 0.0%
      SNX D 0.0%
      VTR A 0.0%
      AVT C 0.0%
      HUN D 0.0%
      CINF B 0.0%
      CNP D 0.0%
      CL A 0.0%
      LRCX F 0.0%
      BKH A 0.0%
      WAB B 0.0%
      PH B 0.0%
      EQR B 0.0%
      CFG B 0.0%
      MAR D 0.0%
      AAL C 0.0%
      HSY A 0.0%
      MAS B 0.0%
      RPRX B 0.0%
      SRE B 0.0%
      CME A 0.0%
      VRSK C 0.0%
      EBAY A 0.0%
      LNT A 0.0%
      MLM D 0.0%
      TDY B 0.0%
      BSX A 0.0%
      PPL A 0.0%
      LLY B 0.0%
      CF B 0.0%
      EOG D 0.0%
      OTIS D 0.0%
      ACGL B 0.0%
      XEL A 0.0%
      BIDU F 0.0%
      KIM A 0.0%
      AON A 0.0%
      MCK D 0.0%
      O A 0.0%
      AEP A 0.0%
      GLW C 0.0%
      SJM A 0.0%
      OMC B 0.0%
      ETR A 0.0%
      ROP C 0.0%
      KLAC D 0.0%
      LUV A 0.0%
      TT B 0.0%
      GD B 0.0%
      ALL B 0.0%
      HES F 0.0%
      ATO A 0.0%
      CAF D 0.0%
      ADBE B 0.0%
      FE A 0.0%
      JEF B 0.0%
      NSC B 0.0%
      CP B 0.0%
      BKNG C 0.0%
      BERY B 0.0%
      AMAT F 0.0%
      BRX A 0.0%
      FITB B 0.0%
      SHW B 0.0%
      GWW C 0.0%
      LVS D 0.0%
      GPN C 0.0%
      DVN F 0.0%
      BHF D 0.0%
      ARCC C 0.0%
      SCCO D 0.0%
      WBA F 0.0%
      RSG B 0.0%
      OHI A 0.0%
      COE A 0.0%
      PAA D 0.0%
      MA B 0.0%
      KOF D 0.0%
      UDR B 0.0%
      DTE B 0.0%
      BMO D 0.0%
      BNS A 0.0%
      AZO B 0.0%
      EPD C 0.0%
      AL D 0.0%
      CSX D 0.0%
      SPG B 0.0%
      COST B 0.0%
      NI A 0.0%
      NVDA D 0.0%
      HAL F 0.0%
      PNW A 0.0%
      CM A 0.0%
      BDX D 0.0%
      DB B 0.0%
      MPLX A 0.0%
      FOXA B 0.0%
      D A 0.0%
      ADSK B 0.0%
      MP C 0.0%
      RY A 0.0%
      TSN A 0.0%
      DUK A 0.0%
      SO A 0.0%
      CRM D 0.0%
      UNP B 0.0%
      EQH C 0.0%
      AEE A 0.0%
      EXPE C 0.0%
      AIG D 0.0%
      SYK A 0.0%
      GOOGL D 0.0%
      AER C 0.0%
      BABA B 0.0%
      GM B 0.0%
      UAL C 0.0%
      PM A 0.0%
      ALLY C 0.0%
      LMT A 0.0%
      EQNR D 0.0%
      MUFG D 0.0%
      KEY B 0.0%
      MO A 0.0%
      NWG C 0.0%
      BHP F 0.0%
      PCG A 0.0%
      TD A 0.0%
      AMZN D 0.0%
      WMT A 0.0%
      VOD A 0.0%
      HSBC B 0.0%
      GSK A 0.0%
      V A 0.0%
      CHTR C 0.0%
      DELL F 0.0%
      AZN B 0.0%
      AAPL C 0.0%
      MSFT D 0.0%
      TMUS B 0.0%
      BA F 0.0%
      CVS F 0.0%
      GE C 0.0%
      SCHZ Underweight 42 Positions Relative to EVUS
      Symbol Grade Weight
      ULTA D -1.0%
      FCX D -1.0%
      SOLV B -1.0%
      TWLO D -1.0%
      AZPN A -1.0%
      GEHC B -1.0%
      GEN B -1.0%
      TTC D -1.0%
      AKAM D -1.0%
      RMD A -1.0%
      BALL A -1.0%
      WDC D -1.0%
      GEV A -1.0%
      KMX C -1.0%
      PAYX B -1.0%
      FOX B -1.0%
      EQT D -1.0%
      AVTR B -1.0%
      OXY F -1.0%
      FSLR C -1.0%
      WTW A -1.0%
      HOLX A -1.0%
      IR D -1.0%
      ANSS D -1.0%
      FDS C -1.0%
      TFX A -1.0%
      CNC D -1.0%
      BKR D -1.0%
      KHC A -1.0%
      FI B -1.0%
      FBIN B -1.0%
      LKQ D -1.0%
      IRM B -1.0%
      OVV F -1.0%
      FERG D -1.0%
      COR B -1.0%
      EXPD D -1.0%
      CBRE B -1.0%
      ACN A -1.0%
      ELV B -1.0%
      CRH B -1.0%
      BRK.A B -1.0%

      SCHZ: Top Represented Industries & Keywords

      Industries: Utilities - Regulated Electric Banks - Regional - US Asset Management Diversified Industrials Insurance - Property & Casualty Banks - Global REIT - Retail Credit Services Drug Manufacturers - Major REIT - Office Specialty Chemicals Business Services Semiconductors Specialty Retail Utilities - Diversified Insurance - Life Packaged Foods REIT - Residential Capital Markets Diagnostics & Research
      Keywords: S&P 500 Nasdaq 100 Insurance Natural Gas Real Estate Investment Trust Bank Electricity Banking Insurance Products Dow Jones Component Electronics Chemical Investment Bank Computing Mining Aerospace Cash Management Financial Products Disability Plastic

      EVUS: Top Represented Industries & Keywords

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