SUSA vs. DLN ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to WisdomTree LargeCap Dividend Fund (DLN)
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
DLN

WisdomTree LargeCap Dividend Fund

DLN Description The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree LargeCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the large-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$81.38

Average Daily Volume

106,810

Number of Holdings *

303

* may have additional holdings in another (foreign) market
Performance
Period SUSA DLN
30 Days 4.04% 2.40%
60 Days 4.55% 4.32%
90 Days 6.30% 6.32%
12 Months 32.95% 31.22%
97 Overlapping Holdings
Symbol Grade Weight in SUSA Weight in DLN Overlap
A D 0.37% 0.04% 0.04%
AAPL C 4.77% 3.54% 3.54%
ADP B 1.29% 0.39% 0.39%
AMAT F 0.81% 0.14% 0.14%
AMGN D 0.66% 0.6% 0.6%
AMT D 0.36% 0.34% 0.34%
AVGO D 1.56% 2.65% 1.56%
AXP A 1.02% 0.37% 0.37%
BALL D 0.14% 0.03% 0.03%
BBY D 0.39% 0.12% 0.12%
BK A 0.67% 0.27% 0.27%
BKNG A 0.38% 0.34% 0.34%
BKR B 0.51% 0.13% 0.13%
BR A 0.54% 0.08% 0.08%
CARR D 0.21% 0.1% 0.1%
CAT B 0.13% 0.51% 0.13%
CCI D 0.58% 0.3% 0.3%
CHD B 0.22% 0.03% 0.03%
CLX B 0.58% 0.09% 0.09%
CMI A 0.67% 0.19% 0.19%
COST B 0.57% 0.47% 0.47%
CRM B 1.18% 0.28% 0.28%
CSCO B 0.73% 1.46% 0.73%
DGX A 0.45% 0.05% 0.05%
DHR F 0.6% 0.15% 0.15%
DIS B 0.62% 0.22% 0.22%
EA A 0.72% 0.05% 0.05%
ECL D 1.3% 0.14% 0.14%
ED D 0.27% 0.22% 0.22%
ELV F 0.52% 0.14% 0.14%
EQIX A 0.58% 0.22% 0.22%
ES D 0.4% 0.12% 0.12%
EXPD D 0.77% 0.03% 0.03%
FDS B 0.16% 0.02% 0.02%
FIS C 0.27% 0.23% 0.23%
GE D 0.59% 0.17% 0.17%
GILD C 1.14% 0.52% 0.52%
GIS D 0.74% 0.17% 0.17%
GOOG C 1.91% 0.64% 0.64%
GOOGL C 2.0% 0.99% 0.99%
GWW B 0.78% 0.1% 0.1%
HBAN A 0.41% 0.17% 0.17%
HCA F 0.23% 0.11% 0.11%
HD A 1.68% 2.08% 1.68%
HPE B 0.65% 0.08% 0.08%
HPQ B 0.21% 0.16% 0.16%
HUM C 0.08% 0.03% 0.03%
IBM C 0.76% 1.37% 0.76%
INTU C 1.06% 0.19% 0.19%
IRM D 0.21% 0.15% 0.15%
K A 1.38% 0.15% 0.15%
KDP D 0.13% 0.15% 0.13%
KHC F 0.08% 0.23% 0.08%
KMB D 0.41% 0.31% 0.31%
KO D 1.62% 1.6% 1.6%
KR B 0.2% 0.19% 0.19%
LH C 0.18% 0.03% 0.03%
LLY F 1.31% 0.67% 0.67%
LNG B 0.85% 0.1% 0.1%
LOW D 0.72% 0.66% 0.66%
LRCX F 0.46% 0.12% 0.12%
MA C 0.95% 0.53% 0.53%
MCO B 0.54% 0.12% 0.12%
MKC D 0.12% 0.06% 0.06%
MMC B 0.29% 0.29% 0.29%
MRK F 0.51% 0.89% 0.51%
MS A 1.12% 1.21% 1.12%
MSFT F 4.66% 3.17% 3.17%
MU D 0.26% 0.09% 0.09%
NDAQ A 0.26% 0.07% 0.07%
NTRS A 0.18% 0.1% 0.1%
NUE C 0.11% 0.06% 0.06%
NVDA C 5.47% 2.61% 2.61%
OKE A 1.53% 0.44% 0.44%
PEP F 0.81% 1.28% 0.81%
PG A 0.46% 1.91% 0.46%
PGR A 0.69% 0.13% 0.13%
PNC B 0.29% 0.47% 0.29%
PPG F 0.09% 0.1% 0.09%
PRU A 0.8% 0.3% 0.3%
PWR A 0.12% 0.04% 0.04%
QCOM F 0.29% 0.48% 0.29%
SPGI C 0.59% 0.17% 0.17%
STT A 0.13% 0.15% 0.13%
TGT F 0.27% 0.28% 0.27%
TRGP B 0.78% 0.11% 0.11%
TRV B 0.45% 0.17% 0.17%
TSCO D 0.25% 0.08% 0.08%
TXN C 1.28% 0.74% 0.74%
V A 0.99% 0.78% 0.78%
VLO C 0.28% 0.2% 0.2%
VLTO D 0.47% 0.02% 0.02%
WELL A 0.29% 0.25% 0.25%
WST C 0.23% 0.02% 0.02%
XYL D 0.51% 0.04% 0.04%
ZBH C 0.22% 0.02% 0.02%
ZTS D 0.8% 0.13% 0.13%
SUSA Overweight 78 Positions Relative to DLN
Symbol Grade Weight
TSLA B 1.8%
TT A 1.5%
CRH A 1.19%
ADBE C 1.02%
PNR A 0.92%
NOW A 0.91%
ADSK A 0.84%
MMM D 0.77%
DECK A 0.74%
CDNS B 0.71%
ACN C 0.67%
FERG B 0.63%
CHRW C 0.57%
AMD F 0.55%
WDAY B 0.51%
VZ C 0.5%
LKQ D 0.49%
NFLX A 0.49%
AXON A 0.48%
BG F 0.45%
NXPI D 0.44%
IDXX F 0.44%
LII A 0.44%
WSM B 0.42%
CBRE B 0.42%
WAT B 0.4%
INTC D 0.39%
GDDY A 0.39%
VRTX F 0.35%
EW C 0.34%
SLB C 0.34%
KEYS A 0.34%
TWLO A 0.31%
ANET C 0.31%
PANW C 0.31%
JCI C 0.3%
SNPS B 0.29%
STE F 0.28%
DVA B 0.27%
TRMB B 0.25%
ANSS B 0.24%
ACGL D 0.23%
TEAM A 0.2%
COO D 0.2%
HUBS A 0.19%
HOLX D 0.19%
SYF B 0.19%
MELI D 0.19%
MRVL B 0.19%
NEM D 0.18%
MOH F 0.18%
CNH C 0.17%
IFF D 0.15%
RCL A 0.14%
ALNY D 0.14%
FSLR F 0.13%
PTC A 0.13%
MDB C 0.13%
MTD D 0.12%
TFC A 0.11%
SOLV C 0.11%
IPG D 0.11%
LULU C 0.11%
NI A 0.11%
FBIN D 0.11%
OC A 0.11%
APTV D 0.1%
WDC D 0.1%
DXCM D 0.1%
STX D 0.1%
IT C 0.1%
RIVN F 0.09%
LIN D 0.09%
SNOW C 0.09%
REGN F 0.08%
BIIB F 0.08%
AVTR F 0.08%
AKAM D 0.08%
SUSA Underweight 206 Positions Relative to DLN
Symbol Grade Weight
JPM A -3.69%
XOM B -2.84%
ABBV D -2.23%
JNJ D -2.16%
WMT A -1.84%
CVX A -1.79%
BAC A -1.45%
UNH C -1.42%
PM B -1.39%
WFC A -1.07%
META D -0.99%
CMCSA B -0.99%
MCD D -0.95%
TMUS B -0.86%
ORCL B -0.83%
GS A -0.8%
MO A -0.8%
C A -0.74%
BMY B -0.64%
RTX C -0.62%
HON B -0.6%
BLK C -0.51%
UPS C -0.51%
ABT B -0.49%
LMT D -0.49%
EOG A -0.49%
USB A -0.48%
SO D -0.47%
DUK C -0.47%
BX A -0.46%
SPG B -0.46%
WMB A -0.43%
MDLZ F -0.42%
UNP C -0.42%
PLD D -0.4%
TJX A -0.39%
D C -0.37%
SBUX A -0.36%
ITW B -0.36%
COP C -0.36%
CL D -0.35%
PCAR B -0.33%
PSA D -0.33%
PEG A -0.31%
AFL B -0.3%
AEP D -0.29%
CVS D -0.29%
O D -0.28%
WM A -0.28%
SYK C -0.28%
VICI C -0.28%
PAYX C -0.28%
ETR B -0.27%
SCHW B -0.27%
MET A -0.26%
XEL A -0.26%
SRE A -0.25%
MPC D -0.25%
ADI D -0.24%
ICE C -0.24%
APO B -0.23%
PSX C -0.23%
DLR B -0.23%
PH A -0.23%
CI F -0.23%
CME A -0.22%
EMR A -0.22%
DOW F -0.22%
DE A -0.22%
KVUE A -0.22%
APD A -0.22%
GD F -0.21%
AVB B -0.21%
EXR D -0.2%
SYY B -0.2%
FAST B -0.2%
GLW B -0.19%
EIX B -0.18%
FITB A -0.18%
FDX B -0.18%
MTB A -0.18%
MSI B -0.18%
NSC B -0.18%
EXC C -0.18%
COF B -0.18%
NKE D -0.17%
AMP A -0.17%
RF A -0.17%
ALL A -0.17%
TMO F -0.17%
CTAS B -0.16%
TROW B -0.16%
MAR B -0.16%
HIG B -0.16%
AEE A -0.15%
SHW A -0.15%
AIG B -0.15%
NOC D -0.15%
EQR B -0.15%
DFS B -0.15%
APH A -0.15%
WEC A -0.14%
KKR A -0.14%
DRI B -0.13%
BDX F -0.13%
FE C -0.13%
YUM B -0.13%
LHX C -0.13%
PPL B -0.12%
CSX B -0.12%
VTR C -0.12%
STZ D -0.12%
ARES A -0.11%
RSG A -0.11%
GM B -0.11%
DTE C -0.11%
ATO A -0.11%
OTIS C -0.11%
ARE D -0.1%
PFG D -0.1%
KLAC D -0.1%
DTD A -0.09%
LVS C -0.09%
ADM D -0.09%
FANG D -0.09%
TSN B -0.09%
EBAY D -0.09%
URI B -0.09%
DD D -0.09%
HRL D -0.08%
HSY F -0.08%
OMC C -0.08%
INVH D -0.08%
CTSH B -0.08%
CMS C -0.08%
NTAP C -0.08%
WRB A -0.08%
MCHP D -0.08%
CEG D -0.08%
COR B -0.08%
CINF A -0.08%
DELL C -0.07%
AWK D -0.07%
CAH B -0.07%
ROK B -0.07%
AJG B -0.07%
WY D -0.07%
OXY D -0.07%
HES B -0.07%
MCK B -0.07%
VMC B -0.06%
LEN D -0.06%
ROST C -0.06%
DHI D -0.06%
HAL C -0.06%
RJF A -0.06%
MSCI C -0.06%
GPC D -0.06%
CNP B -0.06%
HLT A -0.06%
VRSK A -0.05%
CBOE B -0.05%
DOV A -0.05%
RS B -0.05%
ROP B -0.05%
AME A -0.05%
DAL C -0.05%
SUI D -0.05%
CDW F -0.04%
MLM B -0.04%
SBAC D -0.04%
MRO B -0.04%
ROL B -0.04%
BRO B -0.04%
STLD B -0.04%
IR B -0.04%
VRT B -0.04%
RMD C -0.04%
PCG A -0.04%
HWM A -0.04%
HUBB B -0.04%
PHM D -0.04%
SWKS F -0.04%
ODFL B -0.04%
MPWR F -0.03%
FTV C -0.03%
FCNCA A -0.03%
EFX F -0.03%
WLK D -0.03%
AVY D -0.03%
ERIE D -0.03%
BAH F -0.03%
GPN B -0.03%
WAB B -0.03%
SIRI C -0.03%
GEHC F -0.03%
HEI B -0.02%
TXT D -0.02%
J F -0.02%
L A -0.02%
JBHT C -0.02%
LPLA A -0.02%
LEN D -0.01%
WMG C -0.01%
TW A -0.01%
HEI B -0.01%
Compare ETFs