SUSA vs. BKMC ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to BNY Mellon US Mid Cap Core Equity ETF (BKMC)
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

$124.40

Average Daily Volume

59,685

Number of Holdings *

175

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

BNY Mellon US Mid Cap Core Equity ETF

BKMC Description The investment seeks to track the performance of the Morningstar® US Mid Cap IndexSM. Under normal circumstances, the fund generally invests in all of the stocks in the index in proportion to their weighting in the index. The index is a float-adjusted market capitalization weighted index designed to measure the performance of U.S. medium-capitalization stocks. It is non-diversified.

Grade (RS Rating)

Last Trade

$106.92

Average Daily Volume

10,090

Number of Holdings *

381

* may have additional holdings in another (foreign) market
Performance
Period SUSA BKMC
30 Days 1.90% 3.52%
60 Days 5.98% 8.79%
90 Days 8.12% 10.89%
12 Months 34.69% 31.86%
12 Overlapping Holdings
Symbol Grade Weight in SUSA Weight in BKMC Overlap
CHRW A 0.55% 0.36% 0.36%
CNH D 0.18% 0.25% 0.18%
DVA C 0.25% 0.25% 0.25%
FBIN F 0.13% 0.32% 0.13%
IPG F 0.12% 0.35% 0.12%
LKQ D 0.49% 0.29% 0.29%
NI A 0.11% 0.45% 0.11%
OC A 0.11% 0.44% 0.11%
PNR A 0.89% 0.46% 0.46%
RIVN D 0.09% 0.23% 0.09%
SOLV D 0.12% 0.28% 0.12%
TWLO A 0.28% 0.31% 0.28%
SUSA Overweight 163 Positions Relative to BKMC
Symbol Grade Weight
NVDA B 5.21%
AAPL C 4.82%
MSFT C 4.73%
GOOGL B 1.99%
GOOG B 1.9%
KO F 1.74%
HD B 1.67%
AVGO C 1.65%
LLY F 1.52%
K A 1.43%
TT A 1.41%
TXN C 1.35%
TSLA B 1.34%
ECL C 1.34%
ADP A 1.3%
OKE A 1.3%
GILD C 1.2%
CRH B 1.18%
CRM B 1.11%
INTU A 1.06%
MS A 1.02%
ADBE C 1.01%
AXP B 1.0%
V A 0.96%
MA B 0.96%
AMAT F 0.91%
PEP D 0.88%
NOW A 0.87%
ZTS D 0.85%
GIS F 0.84%
ADSK A 0.82%
EXPD D 0.8%
PRU B 0.8%
MMM C 0.79%
IBM C 0.78%
AMGN F 0.77%
GWW B 0.76%
LOW B 0.75%
LNG B 0.75%
CSCO A 0.73%
CDNS B 0.69%
PGR A 0.68%
EA A 0.68%
DECK B 0.68%
DHR F 0.67%
ACN C 0.67%
BK B 0.67%
TRGP B 0.66%
FERG B 0.64%
HPE B 0.63%
CMI A 0.63%
CCI F 0.61%
SPGI C 0.59%
GE C 0.59%
AMD F 0.58%
CLX A 0.58%
EQIX B 0.57%
ELV F 0.56%
MRK F 0.55%
COST B 0.55%
MCO C 0.54%
DIS B 0.54%
BR A 0.52%
XYL D 0.51%
VZ C 0.51%
LRCX F 0.5%
WDAY B 0.49%
NXPI F 0.49%
BKR B 0.47%
VLTO C 0.47%
PG C 0.46%
IDXX D 0.46%
WAT A 0.46%
LII B 0.45%
DGX A 0.45%
NFLX A 0.44%
TRV B 0.44%
ES D 0.43%
BG D 0.43%
KMB F 0.42%
BBY D 0.42%
CBRE A 0.42%
A F 0.41%
WSM F 0.41%
INTC C 0.39%
AMT F 0.39%
HBAN B 0.38%
VRTX B 0.38%
BKNG A 0.37%
GDDY A 0.36%
KEYS C 0.35%
AXON B 0.34%
EW D 0.33%
ANET C 0.33%
SLB C 0.32%
STE F 0.31%
QCOM F 0.3%
MMC C 0.3%
PANW A 0.3%
ED D 0.29%
WELL B 0.29%
SNPS B 0.29%
FIS B 0.29%
PNC B 0.28%
MU D 0.28%
JCI A 0.28%
TGT C 0.27%
HCA D 0.26%
VLO D 0.26%
NDAQ A 0.25%
TSCO C 0.25%
WST B 0.24%
IRM D 0.23%
TRMB B 0.23%
ANSS B 0.23%
ACGL D 0.23%
MOH F 0.22%
ZBH C 0.22%
COO D 0.22%
KR A 0.21%
HPQ B 0.21%
MELI D 0.21%
CARR C 0.21%
CHD B 0.21%
HOLX D 0.2%
MRVL B 0.19%
NEM F 0.19%
NTRS A 0.18%
IFF F 0.18%
LH A 0.18%
TEAM B 0.18%
SYF B 0.17%
ALNY D 0.17%
FDS A 0.16%
HUBS B 0.16%
FSLR F 0.15%
BALL D 0.14%
MTD F 0.14%
KDP D 0.14%
RCL A 0.13%
STT B 0.13%
MDB C 0.13%
CAT C 0.13%
MKC D 0.13%
PTC B 0.13%
NUE C 0.12%
LULU C 0.12%
APTV D 0.11%
PWR B 0.11%
LIN D 0.1%
AKAM F 0.1%
PPG F 0.1%
WDC D 0.1%
TFC B 0.1%
STX D 0.1%
IT A 0.1%
SNOW C 0.09%
REGN F 0.09%
BIIB F 0.09%
AVTR F 0.09%
KHC F 0.09%
DXCM C 0.09%
HUM D 0.08%
SUSA Underweight 369 Positions Relative to BKMC
Symbol Grade Weight
EME B -0.58%
TPL B -0.58%
PKG B -0.55%
NRG B -0.54%
MAS D -0.52%
BURL C -0.49%
YUMC C -0.49%
MANH C -0.49%
IP C -0.48%
TXT C -0.48%
TOL C -0.46%
FNF C -0.46%
PODD B -0.46%
KEY B -0.45%
GEN A -0.44%
KIM A -0.44%
RPM A -0.44%
THC B -0.43%
NTRA B -0.43%
DPZ C -0.43%
SNA A -0.43%
POOL D -0.42%
GGG B -0.42%
UTHR B -0.42%
DT C -0.41%
AES F -0.41%
RGA A -0.41%
NTNX B -0.41%
FIX B -0.4%
CASY B -0.4%
ACM B -0.4%
GWRE A -0.4%
USFD A -0.4%
RNR D -0.4%
WPC F -0.39%
EQH B -0.39%
UDR C -0.39%
UHS D -0.38%
CPT C -0.38%
EMN D -0.38%
GLPI D -0.38%
FLEX B -0.38%
JLL C -0.37%
AMH C -0.37%
ALLE D -0.37%
BLD F -0.37%
JKHY C -0.37%
FFIV A -0.37%
FND F -0.37%
DOCU B -0.36%
SJM F -0.36%
EXAS F -0.36%
TECH B -0.36%
CW B -0.36%
TTEK C -0.36%
ELS C -0.36%
PFGC B -0.35%
REG A -0.35%
WING D -0.35%
KMX C -0.35%
CLH B -0.35%
XPO B -0.35%
JNPR D -0.35%
HST C -0.35%
ITT A -0.35%
TXRH A -0.34%
DKS F -0.34%
PCVX D -0.34%
CUBE D -0.34%
SCI B -0.33%
CCK D -0.33%
SAIA B -0.33%
NBIX C -0.33%
INSM D -0.33%
EWBC B -0.33%
COHR B -0.33%
LAMR D -0.33%
TFX F -0.33%
NVT B -0.33%
RRX C -0.32%
ALB B -0.32%
CACI C -0.32%
EPAM B -0.32%
SFM B -0.32%
UNM A -0.32%
FTI B -0.32%
JEF A -0.31%
LECO C -0.31%
REXR F -0.31%
CTLT D -0.31%
AOS F -0.31%
SRPT F -0.31%
BJ B -0.31%
TOST A -0.31%
DUOL B -0.3%
QGEN D -0.3%
WMS F -0.3%
ATR A -0.3%
WTRG C -0.3%
TPR B -0.3%
BWXT A -0.29%
MTCH F -0.29%
OHI C -0.29%
PNW B -0.29%
AFRM B -0.29%
CRL C -0.29%
TAP B -0.29%
NWSA B -0.29%
ONTO F -0.29%
OVV C -0.29%
KNSL C -0.29%
AIZ A -0.29%
HII D -0.29%
WWD B -0.29%
AFG A -0.28%
ARMK B -0.28%
GMED B -0.28%
QRVO F -0.28%
EXP B -0.28%
Z B -0.28%
HAS D -0.27%
WYNN F -0.27%
MUSA B -0.27%
LW C -0.27%
CHDN C -0.27%
ROKU C -0.27%
WAL B -0.27%
GNRC B -0.27%
CG C -0.27%
GL B -0.27%
MKTX C -0.27%
ALLY C -0.27%
EHC A -0.27%
CIEN B -0.26%
TPX B -0.26%
PSN B -0.26%
SKX F -0.26%
TTC F -0.26%
ORI A -0.26%
GPK D -0.26%
SNX C -0.26%
EVR B -0.26%
INGR B -0.26%
RGLD C -0.26%
OLED F -0.26%
DAY C -0.26%
SF B -0.26%
PRI A -0.26%
FRT C -0.25%
RBC B -0.25%
CROX F -0.25%
LAD B -0.25%
MOS D -0.25%
CZR F -0.25%
PAYC B -0.25%
KBR B -0.25%
HRB D -0.25%
NCLH B -0.25%
APA F -0.25%
DCI A -0.25%
EGP C -0.25%
LBRDK C -0.25%
NNN F -0.25%
CHE D -0.25%
MORN B -0.24%
OGE B -0.24%
BWA B -0.24%
ATI D -0.24%
AR B -0.24%
HLI B -0.24%
WEX D -0.24%
ALSN A -0.24%
GLOB B -0.24%
MLI B -0.24%
FHN A -0.24%
BRX A -0.24%
HSIC F -0.24%
AYI B -0.24%
NYT C -0.24%
FN B -0.24%
KNX B -0.24%
MHK D -0.24%
AIT A -0.24%
UFPI B -0.23%
CMA A -0.23%
ENSG C -0.23%
WBS A -0.23%
COLD F -0.23%
AXTA A -0.23%
FLR C -0.23%
CHRD F -0.23%
VOYA B -0.23%
SSD D -0.23%
FMC F -0.23%
ADC A -0.22%
ACI C -0.22%
AGNC C -0.22%
CR B -0.22%
DTM B -0.22%
SWN C -0.22%
RL B -0.22%
SOFI B -0.22%
WCC B -0.22%
FCN F -0.22%
RGEN C -0.22%
BERY C -0.22%
MEDP C -0.22%
MTZ B -0.22%
X C -0.22%
BRBR A -0.22%
HALO B -0.21%
ELAN D -0.21%
TREX C -0.21%
KEX B -0.21%
SAIC C -0.21%
PCTY A -0.21%
UHAL C -0.21%
LSCC D -0.21%
RRC B -0.21%
AAL B -0.21%
SSB B -0.21%
GME C -0.21%
CRBG C -0.21%
LNTH F -0.21%
SMAR A -0.21%
FR C -0.21%
MIDD C -0.21%
PNFP B -0.21%
ZION B -0.2%
JAZZ B -0.2%
ALV C -0.2%
HQY B -0.2%
CGNX C -0.2%
GNTX C -0.2%
COKE C -0.2%
AA C -0.2%
RVMD B -0.2%
DINO D -0.2%
SEIC A -0.2%
WSC F -0.2%
CBSH A -0.2%
RHI B -0.2%
STAG D -0.2%
PEN B -0.2%
ITCI C -0.2%
BPOP C -0.2%
BRKR F -0.2%
PLNT A -0.2%
ARW F -0.2%
BBWI C -0.2%
SPSC D -0.2%
MAT C -0.19%
ESTC C -0.19%
S B -0.19%
LFUS D -0.19%
MSA D -0.19%
RYAN A -0.19%
PB B -0.19%
VKTX D -0.19%
OSK B -0.19%
FAF C -0.19%
H B -0.19%
APG B -0.19%
CFR B -0.19%
CRUS F -0.19%
LNW F -0.19%
AZEK B -0.19%
SITE D -0.19%
AAON B -0.19%
BIO C -0.19%
MKSI C -0.19%
EXEL B -0.19%
ANF D -0.19%
LSTR B -0.19%
LEA F -0.18%
MTSI B -0.18%
WH A -0.18%
PARA C -0.18%
NOV C -0.18%
RHP B -0.18%
BEN C -0.18%
MTN D -0.18%
G B -0.18%
ETSY C -0.18%
WBA D -0.18%
RLI A -0.18%
CMC B -0.18%
NOVT C -0.18%
OLN D -0.17%
IBP F -0.17%
GTLB B -0.17%
ELF C -0.17%
DAR B -0.17%
CYTK C -0.17%
WFRD D -0.17%
CLF D -0.17%
HLNE B -0.17%
MASI B -0.17%
ESAB B -0.17%
ESI B -0.17%
STWD D -0.17%
DBX B -0.17%
GXO B -0.17%
AXS A -0.17%
PR C -0.17%
AGCO F -0.17%
TKR F -0.16%
SN C -0.16%
MTDR C -0.16%
PATH C -0.16%
SIGI B -0.16%
WTS B -0.16%
PVH C -0.16%
ROIV C -0.16%
U F -0.16%
ACHC F -0.16%
IONS F -0.16%
WHR B -0.16%
BPMC B -0.16%
CHX D -0.16%
POST D -0.16%
IVZ C -0.16%
APPF B -0.15%
PCOR B -0.15%
AM B -0.15%
W F -0.15%
NXST C -0.15%
ALTR C -0.15%
GTLS A -0.15%
ST F -0.15%
AN C -0.14%
TPG B -0.14%
FIVE F -0.14%
CPRI F -0.14%
MUR F -0.14%
HCP A -0.14%
FOUR B -0.14%
GAP B -0.13%
DLB C -0.13%
RMBS B -0.13%
CNM D -0.13%
CFLT B -0.13%
SUM C -0.13%
CIVI F -0.12%
CHH B -0.11%
CHWY B -0.11%
STNG F -0.1%
COTY F -0.1%
AMKR F -0.1%
DDS C -0.09%
PAG B -0.09%
ADTN B -0.08%
CACC D -0.08%
HESM D -0.08%
ZG B -0.08%
LCID F -0.08%
BOKF B -0.07%
LEVI F -0.06%
NWS B -0.06%
INFA D -0.05%
REYN D -0.05%
PPC B -0.05%
RDDT B -0.05%
BIRK F -0.04%
DJT D -0.03%
CNA C -0.03%
LBRDA C -0.03%
UWMC F -0.02%
UHAL C -0.02%
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