SUSA vs. CVMC ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)

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

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

CVMC

Calvert US Mid-Cap Core Responsible Index ETF

CVMC Description

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$63.41

Average Daily Volume

2,251

Number of Holdings ^*

606

* may have additional holdings in another (foreign) market

Performance

Period	SUSA	CVMC
30 Days	4.04%	5.83%
60 Days	4.55%	6.29%
90 Days	6.30%	8.25%
12 Months	32.95%	30.95%

87 Overlapping Holdings

Symbol	Grade	Weight in SUSA	Weight in CVMC	Overlap
A	D	0.37%	0.38%	0.37%
ACGL	D	0.23%	0.35%	0.23%
ADSK	A	0.84%	0.64%	0.64%
AKAM	D	0.08%	0.14%	0.08%
ALNY	D	0.14%	0.35%	0.14%
ANSS	B	0.24%	0.3%	0.24%
APTV	D	0.1%	0.17%	0.1%
AVTR	F	0.08%	0.15%	0.08%
AXON	A	0.48%	0.48%	0.48%
BALL	D	0.14%	0.21%	0.14%
BBY	D	0.39%	0.17%	0.17%
BG	F	0.45%	0.13%	0.13%
BIIB	F	0.08%	0.26%	0.08%
BK	A	0.67%	0.55%	0.55%
BKR	B	0.51%	0.45%	0.45%
BR	A	0.54%	0.27%	0.27%
CBRE	B	0.42%	0.42%	0.42%
CCI	D	0.58%	0.44%	0.44%
CHD	B	0.22%	0.25%	0.22%
CHRW	C	0.57%	0.18%	0.18%
CLX	B	0.58%	0.2%	0.2%
CMI	A	0.67%	0.5%	0.5%
CNH	C	0.17%	0.1%	0.1%
DECK	A	0.74%	0.26%	0.26%
DGX	A	0.45%	0.19%	0.19%
DVA	B	0.27%	0.08%	0.08%
EA	A	0.72%	0.4%	0.4%
ED	D	0.27%	0.34%	0.27%
ES	D	0.4%	0.25%	0.25%
EXPD	D	0.77%	0.21%	0.21%
FBIN	D	0.11%	0.09%	0.09%
FDS	B	0.16%	0.21%	0.16%
FIS	C	0.27%	0.48%	0.27%
FSLR	F	0.13%	0.18%	0.13%
GIS	D	0.74%	0.37%	0.37%
GWW	B	0.78%	0.5%	0.5%
HBAN	A	0.41%	0.24%	0.24%
HOLX	D	0.19%	0.19%	0.19%
HPE	B	0.65%	0.28%	0.28%
HPQ	B	0.21%	0.36%	0.21%
HUBS	A	0.19%	0.35%	0.19%
HUM	C	0.08%	0.34%	0.08%
IDXX	F	0.44%	0.35%	0.35%
IFF	D	0.15%	0.23%	0.15%
IPG	D	0.11%	0.12%	0.11%
IRM	D	0.21%	0.34%	0.21%
IT	C	0.1%	0.42%	0.1%
K	A	1.38%	0.23%	0.23%
KEYS	A	0.34%	0.29%	0.29%
KHC	F	0.08%	0.3%	0.08%
KMB	D	0.41%	0.42%	0.41%
KR	B	0.2%	0.44%	0.2%
LH	C	0.18%	0.22%	0.18%
LII	A	0.44%	0.23%	0.23%
LKQ	D	0.49%	0.1%	0.1%
LULU	C	0.11%	0.34%	0.11%
MDB	C	0.13%	0.21%	0.13%
MKC	D	0.12%	0.22%	0.12%
MOH	F	0.18%	0.19%	0.18%
MTD	D	0.12%	0.28%	0.12%
NDAQ	A	0.26%	0.31%	0.26%
NI	A	0.11%	0.18%	0.11%
NTRS	A	0.18%	0.2%	0.18%
NUE	C	0.11%	0.36%	0.11%
OC	A	0.11%	0.22%	0.11%
PNR	A	0.92%	0.2%	0.2%
PPG	F	0.09%	0.31%	0.09%
PRU	A	0.8%	0.44%	0.44%
PTC	A	0.13%	0.23%	0.13%
PWR	A	0.12%	0.48%	0.12%
RIVN	F	0.09%	0.1%	0.09%
SNOW	C	0.09%	0.41%	0.09%
STE	F	0.28%	0.24%	0.24%
STT	A	0.13%	0.27%	0.13%
STX	D	0.1%	0.21%	0.1%
SYF	B	0.19%	0.25%	0.19%
TEAM	A	0.2%	0.4%	0.2%
TRMB	B	0.25%	0.2%	0.2%
TSCO	D	0.25%	0.28%	0.25%
TWLO	A	0.31%	0.17%	0.17%
VLTO	D	0.47%	0.25%	0.25%
WAT	B	0.4%	0.24%	0.24%
WDC	D	0.1%	0.22%	0.1%
WSM	B	0.42%	0.15%	0.15%
WST	C	0.23%	0.27%	0.23%
XYL	D	0.51%	0.31%	0.31%
ZBH	C	0.22%	0.24%	0.22%

SUSA Overweight 88 Positions Relative to CVMC

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%
HD	A	1.68%
KO	D	1.62%
AVGO	D	1.56%
OKE	A	1.53%
TT	A	1.5%
LLY	F	1.31%
ECL	D	1.3%
ADP	B	1.29%
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%
NOW	A	0.91%
LNG	B	0.85%
PEP	F	0.81%
AMAT	F	0.81%
ZTS	D	0.8%
TRGP	B	0.78%
MMM	D	0.77%
IBM	C	0.76%
CSCO	B	0.73%
LOW	D	0.72%
CDNS	B	0.71%
PGR	A	0.69%
ACN	C	0.67%
AMGN	D	0.66%
FERG	B	0.63%
DIS	B	0.62%
DHR	F	0.6%
GE	D	0.59%
SPGI	C	0.59%
EQIX	A	0.58%
COST	B	0.57%
AMD	F	0.55%
MCO	B	0.54%
ELV	F	0.52%
MRK	F	0.51%
WDAY	B	0.51%
VZ	C	0.5%
NFLX	A	0.49%
LRCX	F	0.46%
PG	A	0.46%
TRV	B	0.45%
NXPI	D	0.44%
INTC	D	0.39%
GDDY	A	0.39%
BKNG	A	0.38%
AMT	D	0.36%
VRTX	F	0.35%
EW	C	0.34%
SLB	C	0.34%
ANET	C	0.31%
PANW	C	0.31%
JCI	C	0.3%
QCOM	F	0.29%
WELL	A	0.29%
MMC	B	0.29%
SNPS	B	0.29%
PNC	B	0.29%
VLO	C	0.28%
TGT	F	0.27%
MU	D	0.26%
HCA	F	0.23%
CARR	D	0.21%
COO	D	0.2%
MELI	D	0.19%
MRVL	B	0.19%
NEM	D	0.18%
RCL	A	0.14%
CAT	B	0.13%
KDP	D	0.13%
TFC	A	0.11%
SOLV	C	0.11%
DXCM	D	0.1%
LIN	D	0.09%
REGN	F	0.08%

SUSA Underweight 519 Positions Relative to CVMC

Symbol	Grade	Weight
FTNT	C	-0.59%
FICO	B	-0.57%
APP	B	-0.55%
URI	B	-0.55%
TTD	B	-0.55%
AMP	A	-0.54%
ALL	A	-0.5%
VRT	B	-0.48%
SQ	B	-0.47%
D	C	-0.47%
PAYX	C	-0.47%
AME	A	-0.46%
DAL	C	-0.46%
MSCI	C	-0.46%
FAST	B	-0.45%
PEG	A	-0.44%
IR	B	-0.43%
KVUE	A	-0.43%
ODFL	B	-0.43%
LEN	D	-0.42%
VRSK	A	-0.42%
DFS	B	-0.42%
CTSH	B	-0.41%
OTIS	C	-0.41%
YUM	B	-0.4%
VMC	B	-0.4%
DDOG	A	-0.4%
XEL	A	-0.4%
CHTR	C	-0.39%
EXC	C	-0.39%
GLW	B	-0.38%
SYY	B	-0.38%
IQV	D	-0.37%
GEHC	F	-0.37%
WAB	B	-0.37%
VEEV	C	-0.35%
ROK	B	-0.35%
RMD	C	-0.35%
EXR	D	-0.35%
AVB	B	-0.34%
MTB	A	-0.34%
CSGP	D	-0.33%
WEC	A	-0.33%
HIG	B	-0.33%
EFX	F	-0.33%
FITB	A	-0.31%
WTW	B	-0.31%
CNC	D	-0.31%
DOV	A	-0.31%
NVR	D	-0.31%
HEI	B	-0.31%
EQR	B	-0.3%
TTWO	A	-0.3%
ARES	A	-0.3%
HSY	F	-0.29%
RJF	A	-0.29%
EBAY	D	-0.29%
SW	A	-0.29%
BRO	B	-0.29%
VTR	C	-0.29%
ON	D	-0.29%
PHM	D	-0.29%
FTV	C	-0.29%
DTE	C	-0.28%
NET	B	-0.28%
AWK	D	-0.28%
TYL	B	-0.27%
AEE	A	-0.27%
HUBB	B	-0.27%
MPWR	F	-0.27%
RBLX	C	-0.27%
EME	C	-0.26%
SBAC	D	-0.26%
WBD	C	-0.26%
ILMN	D	-0.25%
CDW	F	-0.25%
NTAP	C	-0.25%
CSL	C	-0.25%
STLD	B	-0.25%
FCNCA	A	-0.25%
TDY	B	-0.25%
CVNA	B	-0.25%
TROW	B	-0.25%
XPO	B	-0.24%
PKG	A	-0.24%
CMS	C	-0.23%
LYV	A	-0.23%
LPLA	A	-0.23%
OMC	C	-0.23%
RF	A	-0.23%
DRI	B	-0.22%
ESS	B	-0.22%
TRU	D	-0.22%
RS	B	-0.22%
ZM	B	-0.22%
CINF	A	-0.22%
BAH	F	-0.22%
MAA	B	-0.21%
ZBRA	B	-0.21%
NRG	B	-0.21%
ARE	D	-0.21%
WSO	A	-0.21%
SNA	A	-0.21%
PODD	C	-0.2%
ZS	C	-0.2%
IEX	B	-0.2%
SAIA	B	-0.2%
WY	D	-0.2%
CBOE	B	-0.2%
CFG	B	-0.2%
JBHT	C	-0.2%
PFG	D	-0.19%
BAX	D	-0.18%
TER	D	-0.18%
PINS	D	-0.18%
AVY	D	-0.18%
KIM	A	-0.18%
UTHR	C	-0.18%
DPZ	C	-0.17%
DOC	D	-0.17%
NTNX	A	-0.17%
DOCU	A	-0.17%
AMCR	D	-0.17%
ALGN	D	-0.17%
GGG	B	-0.17%
LNT	A	-0.17%
SUI	D	-0.17%
ULTA	F	-0.17%
GEN	B	-0.17%
WRB	A	-0.17%
FIX	A	-0.17%
TOL	B	-0.17%
MANH	D	-0.17%
USFD	A	-0.17%
KEY	B	-0.17%
RVTY	F	-0.16%
ENTG	D	-0.16%
PSTG	D	-0.16%
CW	B	-0.16%
NDSN	B	-0.16%
EVRG	A	-0.16%
ACM	A	-0.16%
DG	F	-0.16%
INCY	C	-0.16%
TOST	B	-0.16%
SSNC	B	-0.16%
CASY	A	-0.16%
BURL	A	-0.16%
GPC	D	-0.16%
GWRE	A	-0.16%
VRSN	F	-0.16%
MAS	D	-0.16%
UDR	B	-0.16%
ROL	B	-0.16%
RGA	A	-0.15%
EQH	B	-0.15%
REG	B	-0.15%
SWK	D	-0.15%
COHR	B	-0.15%
EG	C	-0.15%
SFM	A	-0.15%
Z	A	-0.15%
HST	C	-0.14%
CMC	B	-0.14%
SWKS	F	-0.14%
AFRM	B	-0.14%
EWBC	A	-0.14%
EPAM	C	-0.14%
SOFI	A	-0.14%
JLL	D	-0.14%
NVT	B	-0.14%
BXP	D	-0.14%
ALLE	D	-0.14%
ITT	A	-0.14%
PFGC	B	-0.14%
CPT	B	-0.14%
CAG	D	-0.14%
CLH	B	-0.14%
TXRH	C	-0.14%
EL	F	-0.14%
ELS	C	-0.14%
DT	C	-0.14%
FFIV	B	-0.14%
TW	A	-0.14%
JBL	B	-0.14%
SJM	D	-0.13%
AAL	B	-0.13%
POOL	C	-0.13%
OKTA	C	-0.13%
TPR	B	-0.13%
JNPR	F	-0.13%
JKHY	D	-0.13%
LECO	B	-0.13%
UNM	A	-0.13%
DUOL	A	-0.13%
RRX	B	-0.13%
ATR	B	-0.13%
NBIX	C	-0.13%
WPC	D	-0.13%
SCI	B	-0.13%
EMN	D	-0.13%
SUM	B	-0.13%
DLTR	F	-0.13%
BMRN	D	-0.13%
OHI	C	-0.12%
JEF	A	-0.12%
AYI	B	-0.12%
KMX	B	-0.12%
PAYC	B	-0.12%
ALSN	B	-0.12%
WTRG	B	-0.12%
AIT	A	-0.12%
LBRDK	C	-0.12%
DAY	B	-0.12%
CUBE	D	-0.12%
OWL	A	-0.12%
ATI	D	-0.12%
KNX	B	-0.12%
LW	C	-0.12%
BLD	D	-0.12%
TTEK	F	-0.12%
CCK	C	-0.12%
RNR	C	-0.12%
TECH	D	-0.12%
LAMR	D	-0.12%
WING	D	-0.11%
DKS	C	-0.11%
DCI	B	-0.11%
MORN	B	-0.11%
FRT	B	-0.11%
EXEL	B	-0.11%
SRPT	D	-0.11%
RPRX	D	-0.11%
BWA	D	-0.11%
BJ	A	-0.11%
ALV	C	-0.11%
EHC	B	-0.11%
CRL	C	-0.11%
ARMK	B	-0.11%
WWD	B	-0.11%
MKTX	D	-0.11%
SF	B	-0.11%
AES	F	-0.11%
MLI	C	-0.11%
CTLT	B	-0.11%
SNAP	C	-0.11%
PEN	B	-0.1%
CPB	D	-0.1%
MOS	F	-0.1%
HRL	D	-0.1%
TTC	D	-0.1%
ALLY	C	-0.1%
BRX	A	-0.1%
GPK	C	-0.1%
ROKU	D	-0.1%
WAL	B	-0.1%
PRI	A	-0.1%
R	B	-0.1%
TFX	F	-0.1%
NYT	C	-0.1%
WBS	A	-0.1%
GMED	A	-0.1%
APG	B	-0.1%
DOX	D	-0.1%
AFG	A	-0.1%
AOS	F	-0.1%
KNSL	B	-0.1%
EXAS	D	-0.1%
CIEN	B	-0.1%
AXTA	A	-0.1%
AAON	B	-0.1%
CG	A	-0.1%
REXR	F	-0.1%
FND	C	-0.1%
EVR	B	-0.1%
FHN	A	-0.1%
WMS	D	-0.1%
INGR	B	-0.1%
NNN	D	-0.09%
MOD	A	-0.09%
RHI	B	-0.09%
MKSI	C	-0.09%
ORI	A	-0.09%
BERY	B	-0.09%
CBSH	A	-0.09%
TPX	B	-0.09%
ENSG	D	-0.09%
SSD	D	-0.09%
BRBR	A	-0.09%
FLS	B	-0.09%
WCC	B	-0.09%
CMA	A	-0.09%
BILL	A	-0.09%
PNFP	B	-0.09%
HSIC	B	-0.09%
CHE	D	-0.09%
PCTY	B	-0.09%
LSTR	D	-0.09%
PLNT	A	-0.09%
CE	F	-0.09%
HRB	D	-0.09%
ALK	C	-0.09%
MEDP	D	-0.09%
GL	B	-0.09%
SMCI	F	-0.09%
LAD	A	-0.09%
HLI	B	-0.09%
MTZ	B	-0.09%
LEA	D	-0.08%
S	B	-0.08%
UFPI	B	-0.08%
CVLT	B	-0.08%
WEX	D	-0.08%
G	B	-0.08%
IVZ	B	-0.08%
FRPT	B	-0.08%
SNV	B	-0.08%
VMI	B	-0.08%
VOYA	B	-0.08%
THO	B	-0.08%
SKX	D	-0.08%
FR	C	-0.08%
H	B	-0.08%
RL	B	-0.08%
SSB	B	-0.08%
PARA	C	-0.08%
FCN	D	-0.08%
HLNE	B	-0.08%
HAS	D	-0.08%
FMC	D	-0.08%
ESTC	C	-0.08%
VNO	B	-0.08%
GXO	B	-0.08%
CGNX	C	-0.08%
CNM	D	-0.08%
TMHC	B	-0.08%
GKOS	B	-0.08%
CFR	B	-0.08%
JAZZ	B	-0.08%
RGEN	D	-0.08%
ESAB	B	-0.08%
MIDD	C	-0.08%
GTLS	B	-0.08%
OSK	B	-0.08%
ONTO	D	-0.08%
WTFC	A	-0.08%
SNX	C	-0.08%
HQY	B	-0.08%
ZION	B	-0.08%
SEIC	B	-0.08%
ACI	C	-0.08%
WH	B	-0.08%
BPMC	C	-0.07%
SAIC	F	-0.07%
BCPC	B	-0.07%
AGCO	D	-0.07%
WTS	B	-0.07%
KRG	B	-0.07%
KD	B	-0.07%
BPOP	B	-0.07%
CADE	B	-0.07%
DBX	B	-0.07%
ONB	B	-0.07%
SPSC	C	-0.07%
CBT	C	-0.07%
RYAN	B	-0.07%
CWST	A	-0.07%
CFLT	B	-0.07%
ANF	C	-0.07%
COLD	D	-0.07%
NOVT	D	-0.07%
BFAM	D	-0.07%
IDA	A	-0.07%
MHK	D	-0.07%
MOG.A	B	-0.07%
GME	C	-0.07%
DAR	C	-0.07%
LFUS	F	-0.07%
LSCC	D	-0.07%
VFC	C	-0.07%
COKE	C	-0.07%
AGNC	D	-0.07%
ESI	A	-0.07%
FAF	A	-0.07%
MTH	D	-0.07%
JXN	C	-0.07%
WSC	D	-0.07%
EXLS	B	-0.07%
PB	A	-0.07%
MSA	D	-0.07%
TREX	C	-0.07%
MTN	C	-0.07%
RHP	B	-0.07%
SMAR	A	-0.07%
BMI	B	-0.07%
HALO	F	-0.07%
STAG	F	-0.07%
ENPH	F	-0.07%
LPX	B	-0.07%
BIO	D	-0.07%
OLED	D	-0.07%
ELAN	D	-0.07%
HOMB	A	-0.06%
IBP	D	-0.06%
INSP	D	-0.06%
CRUS	D	-0.06%
ETSY	D	-0.06%
ESNT	D	-0.06%
ST	F	-0.06%
UGI	A	-0.06%
HXL	D	-0.06%
EXPO	D	-0.06%
QLYS	C	-0.06%
THG	A	-0.06%
SON	D	-0.06%
STWD	C	-0.06%
FNB	A	-0.06%
NXST	C	-0.06%
LNC	B	-0.06%
JHG	A	-0.06%
ARW	D	-0.06%
SIGI	C	-0.06%
WHR	B	-0.06%
DY	D	-0.06%
COOP	B	-0.06%
VRNS	D	-0.06%
AL	B	-0.06%
RMBS	C	-0.06%
BEN	C	-0.06%
SEE	C	-0.06%
BECN	B	-0.06%
HOG	D	-0.06%
ITRI	B	-0.06%
SITE	D	-0.06%
BC	C	-0.06%
GATX	A	-0.06%
MTG	C	-0.06%
MAT	D	-0.06%
NFG	A	-0.06%
BRKR	D	-0.06%
VNT	B	-0.06%
ALTR	B	-0.06%
FSS	B	-0.06%
MMSI	B	-0.06%
AWI	A	-0.06%
LYFT	C	-0.06%
AZEK	A	-0.06%
OMF	A	-0.06%
ELF	C	-0.06%
AXS	A	-0.06%
EPRT	B	-0.06%
KBH	D	-0.06%
QRVO	F	-0.06%
DOCS	C	-0.06%
FOUR	B	-0.06%
BBWI	D	-0.06%
TRNO	F	-0.06%
BCO	D	-0.05%
RH	B	-0.05%
FLO	D	-0.05%
PSN	D	-0.05%
WTM	A	-0.05%
GAP	C	-0.05%
FELE	B	-0.05%
CELH	F	-0.05%
ABG	B	-0.05%
OZK	B	-0.05%
RDN	C	-0.05%
SLM	A	-0.05%
TENB	C	-0.05%
WMG	C	-0.05%
SLGN	A	-0.05%
BCC	B	-0.05%
SWX	B	-0.05%
HCP	B	-0.05%
APPF	B	-0.05%
AMG	B	-0.05%
POR	C	-0.05%
TPG	A	-0.05%
ZWS	B	-0.05%
OLLI	D	-0.05%
TKR	D	-0.05%
CROX	D	-0.05%
IONS	F	-0.05%
MMS	F	-0.05%
PVH	C	-0.05%
TNET	D	-0.04%
MSM	C	-0.04%
ATKR	C	-0.04%
BBIO	F	-0.04%
CDP	C	-0.04%
LANC	C	-0.04%
XRAY	F	-0.04%
SIG	B	-0.04%
NSIT	F	-0.04%
CHWY	B	-0.04%
M	D	-0.04%
OPCH	D	-0.04%
AN	C	-0.04%
CHH	A	-0.04%
CWAN	B	-0.04%
OGN	D	-0.04%
ASH	D	-0.04%
EEFT	B	-0.04%
DLB	B	-0.04%
AVT	C	-0.04%
FIVE	F	-0.04%
PFSI	D	-0.03%
COLM	B	-0.03%
COTY	F	-0.03%
ALGM	D	-0.03%
CACC	D	-0.03%
CWEN	C	-0.03%
AGR	B	-0.03%
BOKF	B	-0.03%
PAG	B	-0.03%
APLS	D	-0.03%
ZI	D	-0.03%
LEVI	F	-0.02%