SUSA vs. DSI ETF Comparison
Comparison of iShares MSCI USA ESG Select ETF (SUSA) to iShares KLD 400 Social Index Fund (DSI)
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
$113.32
Average Daily Volume
52,116
Number of Holdings
*
175
* may have additional holdings in another (foreign) market
DSI
iShares KLD 400 Social Index Fund
DSI Description
The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.Grade (RS Rating)
Last Trade
$101.53
Average Daily Volume
99,610
Number of Holdings
*
402
* may have additional holdings in another (foreign) market
Performance
| Period | SUSA | DSI |
|---|---|---|
| 30 Days | 4.50% | 3.77% |
| 60 Days | -0.74% | -4.29% |
| 90 Days | 3.13% | -0.43% |
| 12 Months | 21.88% | 20.49% |
147 Overlapping Holdings
| Symbol | Grade | Weight in SUSA | Weight in DSI | Overlap | |
|---|---|---|---|---|---|
| A | B | 1.0% | 1.0% | 1.0% | |
| ACN | A | 1.0% | 1.0% | 1.0% | |
| ADBE | B | 1.0% | 1.0% | 1.0% | |
| ADP | B | 1.0% | 1.0% | 1.0% | |
| ADSK | B | 1.0% | 1.0% | 1.0% | |
| AKAM | D | 1.0% | 1.0% | 1.0% | |
| AMAT | F | 1.0% | 1.0% | 1.0% | |
| AMD | F | 1.0% | 1.0% | 1.0% | |
| AMGN | C | 1.0% | 1.0% | 1.0% | |
| AMT | A | 1.0% | 1.0% | 1.0% | |
| ANSS | D | 1.0% | 1.0% | 1.0% | |
| APTV | D | 1.0% | 1.0% | 1.0% | |
| AXP | B | 1.0% | 1.0% | 1.0% | |
| BALL | A | 1.0% | 1.0% | 1.0% | |
| BBY | A | 1.0% | 1.0% | 1.0% | |
| BG | D | 1.0% | 1.0% | 1.0% | |
| BIIB | D | 1.0% | 1.0% | 1.0% | |
| BK | B | 1.0% | 1.0% | 1.0% | |
| BKNG | C | 1.0% | 1.0% | 1.0% | |
| BKR | D | 1.0% | 1.0% | 1.0% | |
| BR | C | 1.0% | 1.0% | 1.0% | |
| CARR | B | 1.0% | 1.0% | 1.0% | |
| CAT | C | 1.0% | 1.0% | 1.0% | |
| CBRE | B | 1.0% | 1.0% | 1.0% | |
| CCI | A | 1.0% | 1.0% | 1.0% | |
| CDNS | D | 1.0% | 1.0% | 1.0% | |
| CHD | A | 1.0% | 1.0% | 1.0% | |
| CHRW | B | 1.0% | 1.0% | 1.0% | |
| CLX | A | 1.0% | 1.0% | 1.0% | |
| CMI | B | 1.0% | 1.0% | 1.0% | |
| CNH | C | 1.0% | 1.0% | 1.0% | |
| COO | A | 1.0% | 1.0% | 1.0% | |
| CRH | B | 1.0% | 1.0% | 1.0% | |
| CRM | D | 1.0% | 1.0% | 1.0% | |
| CSCO | B | 1.0% | 1.0% | 1.0% | |
| DECK | C | 1.0% | 1.0% | 1.0% | |
| DGX | B | 1.0% | 1.0% | 1.0% | |
| DHR | B | 1.0% | 1.0% | 1.0% | |
| DIS | F | 1.0% | 1.0% | 1.0% | |
| DVA | B | 1.0% | 1.0% | 1.0% | |
| DXCM | F | 1.0% | 1.0% | 1.0% | |
| EA | C | 1.0% | 1.0% | 1.0% | |
| ECL | B | 1.0% | 1.0% | 1.0% | |
| ED | A | 1.0% | 1.0% | 1.0% | |
| ELV | B | 1.0% | 1.0% | 1.0% | |
| EQIX | B | 1.0% | 1.0% | 1.0% | |
| ES | A | 1.0% | 1.0% | 1.0% | |
| EW | F | 1.0% | 1.0% | 1.0% | |
| EXPD | D | 1.0% | 1.0% | 1.0% | |
| FBIN | B | 1.0% | 1.0% | 1.0% | |
| FDS | C | 1.0% | 1.0% | 1.0% | |
| FERG | D | 1.0% | 1.0% | 1.0% | |
| FIS | A | 1.0% | 1.0% | 1.0% | |
| FSLR | C | 1.0% | 1.0% | 1.0% | |
| GILD | A | 1.0% | 1.0% | 1.0% | |
| GIS | A | 1.0% | 1.0% | 1.0% | |
| GOOG | D | 1.0% | 1.0% | 1.0% | |
| GOOGL | D | 1.0% | 1.0% | 1.0% | |
| GWW | C | 1.0% | 1.0% | 1.0% | |
| HBAN | B | 1.0% | 1.0% | 1.0% | |
| HCA | B | 1.0% | 1.0% | 1.0% | |
| HD | B | 1.0% | 1.0% | 1.0% | |
| HOLX | A | 1.0% | 1.0% | 1.0% | |
| HPE | D | 1.0% | 1.0% | 1.0% | |
| HPQ | D | 1.0% | 1.0% | 1.0% | |
| HUBS | F | 1.0% | 1.0% | 1.0% | |
| HUM | D | 1.0% | 1.0% | 1.0% | |
| IBM | A | 1.0% | 1.0% | 1.0% | |
| IDXX | D | 1.0% | 1.0% | 1.0% | |
| IFF | A | 1.0% | 1.0% | 1.0% | |
| INTC | F | 1.0% | 1.0% | 1.0% | |
| INTU | D | 1.0% | 1.0% | 1.0% | |
| IRM | B | 1.0% | 1.0% | 1.0% | |
| JCI | C | 1.0% | 1.0% | 1.0% | |
| K | A | 1.0% | 1.0% | 1.0% | |
| KDP | A | 1.0% | 1.0% | 1.0% | |
| KEYS | C | 1.0% | 1.0% | 1.0% | |
| KHC | A | 1.0% | 1.0% | 1.0% | |
| KMB | A | 1.0% | 1.0% | 1.0% | |
| KO | B | 1.0% | 1.0% | 1.0% | |
| KR | C | 1.0% | 1.0% | 1.0% | |
| LH | B | 1.0% | 1.0% | 1.0% | |
| LII | C | 1.0% | 1.0% | 1.0% | |
| LIN | B | 1.0% | 1.0% | 1.0% | |
| LKQ | D | 1.0% | 1.0% | 1.0% | |
| LNG | B | 1.0% | 1.0% | 1.0% | |
| LOW | B | 1.0% | 1.0% | 1.0% | |
| LRCX | F | 1.0% | 1.0% | 1.0% | |
| MA | B | 1.0% | 1.0% | 1.0% | |
| MCO | B | 1.0% | 1.0% | 1.0% | |
| MKC | A | 1.0% | 1.0% | 1.0% | |
| MMC | A | 1.0% | 1.0% | 1.0% | |
| MMM | B | 1.0% | 1.0% | 1.0% | |
| MRK | D | 1.0% | 1.0% | 1.0% | |
| MS | C | 1.0% | 1.0% | 1.0% | |
| MSFT | D | 1.0% | 1.0% | 1.0% | |
| MTD | C | 1.0% | 1.0% | 1.0% | |
| NDAQ | A | 1.0% | 1.0% | 1.0% | |
| NEM | B | 1.0% | 1.0% | 1.0% | |
| NI | A | 1.0% | 1.0% | 1.0% | |
| NOW | B | 1.0% | 1.0% | 1.0% | |
| NTRS | B | 1.0% | 1.0% | 1.0% | |
| NVDA | D | 1.0% | 1.0% | 1.0% | |
| NXPI | D | 1.0% | 1.0% | 1.0% | |
| OC | D | 1.0% | 1.0% | 1.0% | |
| OKE | A | 1.0% | 1.0% | 1.0% | |
| PEP | A | 1.0% | 1.0% | 1.0% | |
| PG | A | 1.0% | 1.0% | 1.0% | |
| PGR | A | 1.0% | 1.0% | 1.0% | |
| PNC | B | 1.0% | 1.0% | 1.0% | |
| PNR | B | 1.0% | 1.0% | 1.0% | |
| PPG | D | 1.0% | 1.0% | 1.0% | |
| PRU | C | 1.0% | 1.0% | 1.0% | |
| PTC | D | 1.0% | 1.0% | 1.0% | |
| PWR | C | 1.0% | 1.0% | 1.0% | |
| RCL | C | 1.0% | 1.0% | 1.0% | |
| RIVN | F | 1.0% | 1.0% | 1.0% | |
| SNPS | D | 1.0% | 1.0% | 1.0% | |
| SPGI | A | 1.0% | 1.0% | 1.0% | |
| STE | A | 1.0% | 1.0% | 1.0% | |
| STT | B | 1.0% | 1.0% | 1.0% | |
| STX | D | 1.0% | 1.0% | 1.0% | |
| SYF | C | 1.0% | 1.0% | 1.0% | |
| TEAM | F | 1.0% | 1.0% | 1.0% | |
| TFC | B | 1.0% | 1.0% | 1.0% | |
| TGT | B | 1.0% | 1.0% | 1.0% | |
| TRGP | A | 1.0% | 1.0% | 1.0% | |
| TRMB | D | 1.0% | 1.0% | 1.0% | |
| TRV | A | 1.0% | 1.0% | 1.0% | |
| TSCO | B | 1.0% | 1.0% | 1.0% | |
| TSLA | D | 1.0% | 1.0% | 1.0% | |
| TT | B | 1.0% | 1.0% | 1.0% | |
| TWLO | D | 1.0% | 1.0% | 1.0% | |
| TXN | C | 1.0% | 1.0% | 1.0% | |
| V | A | 1.0% | 1.0% | 1.0% | |
| VLO | D | 1.0% | 1.0% | 1.0% | |
| VLTO | B | 1.0% | 1.0% | 1.0% | |
| VRTX | D | 1.0% | 1.0% | 1.0% | |
| VZ | B | 1.0% | 1.0% | 1.0% | |
| WAT | B | 1.0% | 1.0% | 1.0% | |
| WDAY | C | 1.0% | 1.0% | 1.0% | |
| WELL | A | 1.0% | 1.0% | 1.0% | |
| WSM | D | 1.0% | 1.0% | 1.0% | |
| WST | D | 1.0% | 1.0% | 1.0% | |
| XYL | D | 1.0% | 1.0% | 1.0% | |
| ZBH | D | 1.0% | 1.0% | 1.0% | |
| ZTS | A | 1.0% | 1.0% | 1.0% |
SUSA Overweight 28 Positions Relative to DSI
| Symbol | Grade | Weight | |
|---|---|---|---|
| SNOW | F | 1.0% | |
| LULU | F | 1.0% | |
| WDC | D | 1.0% | |
| IT | B | 1.0% | |
| SOLV | B | 1.0% | |
| AVTR | B | 1.0% | |
| NUE | F | 1.0% | |
| REGN | B | 1.0% | |
| IPG | B | 1.0% | |
| MDB | C | 1.0% | |
| ALNY | C | 1.0% | |
| MRVL | D | 1.0% | |
| MELI | B | 1.0% | |
| MOH | C | 1.0% | |
| MU | F | 1.0% | |
| ACGL | B | 1.0% | |
| AXON | B | 1.0% | |
| PANW | B | 1.0% | |
| ANET | D | 1.0% | |
| QCOM | F | 1.0% | |
| SLB | F | 1.0% | |
| GDDY | C | 1.0% | |
| NFLX | B | 1.0% | |
| COST | B | 1.0% | |
| GE | C | 1.0% | |
| AVGO | D | 1.0% | |
| LLY | B | 1.0% | |
| AAPL | C | 1.0% |
SUSA Underweight 255 Positions Relative to DSI
| Symbol | Grade | Weight | |
|---|---|---|---|
| CMP | F | -1.0% | |
| RDUS | F | -1.0% | |
| HOUS | C | -1.0% | |
| ACCO | C | -1.0% | |
| HSII | B | -1.0% | |
| ETD | B | -1.0% | |
| KELYA | D | -1.0% | |
| HAIN | B | -1.0% | |
| SCHL | D | -1.0% | |
| DLX | D | -1.0% | |
| MD | B | -1.0% | |
| CLB | F | -1.0% | |
| UNFI | A | -1.0% | |
| JACK | F | -1.0% | |
| ODP | F | -1.0% | |
| TILE | B | -1.0% | |
| WWW | A | -1.0% | |
| UA | B | -1.0% | |
| SCS | C | -1.0% | |
| XRX | D | -1.0% | |
| TDOC | F | -1.0% | |
| CAR | F | -1.0% | |
| BKE | B | -1.0% | |
| UAA | B | -1.0% | |
| MODG | F | -1.0% | |
| CABO | F | -1.0% | |
| TNC | D | -1.0% | |
| PDCO | F | -1.0% | |
| LZB | C | -1.0% | |
| WLY | C | -1.0% | |
| RNG | D | -1.0% | |
| FL | D | -1.0% | |
| HBI | B | -1.0% | |
| JWN | A | -1.0% | |
| KSS | F | -1.0% | |
| MTX | D | -1.0% | |
| ARCB | F | -1.0% | |
| HNI | B | -1.0% | |
| BOH | B | -1.0% | |
| ZI | F | -1.0% | |
| TDC | F | -1.0% | |
| AVA | B | -1.0% | |
| COLM | B | -1.0% | |
| NWL | A | -1.0% | |
| CATY | B | -1.0% | |
| ICFI | B | -1.0% | |
| LCID | B | -1.0% | |
| MAC | B | -1.0% | |
| GVA | B | -1.0% | |
| MAN | D | -1.0% | |
| CDP | B | -1.0% | |
| PCH | C | -1.0% | |
| SIG | F | -1.0% | |
| IBOC | C | -1.0% | |
| WU | C | -1.0% | |
| SEM | D | -1.0% | |
| ORA | C | -1.0% | |
| CHH | C | -1.0% | |
| CPRI | C | -1.0% | |
| ASGN | D | -1.0% | |
| FUL | C | -1.0% | |
| LUV | A | -1.0% | |
| ITRI | D | -1.0% | |
| AN | C | -1.0% | |
| AL | D | -1.0% | |
| NJR | A | -1.0% | |
| GAP | F | -1.0% | |
| MDU | D | -1.0% | |
| HOG | B | -1.0% | |
| SEE | D | -1.0% | |
| UGI | C | -1.0% | |
| XRAY | D | -1.0% | |
| TKR | D | -1.0% | |
| WHR | D | -1.0% | |
| LNC | C | -1.0% | |
| EXPO | B | -1.0% | |
| ST | D | -1.0% | |
| SON | A | -1.0% | |
| IVZ | C | -1.0% | |
| PVH | F | -1.0% | |
| LUMN | B | -1.0% | |
| BEN | F | -1.0% | |
| AGCO | F | -1.0% | |
| VFC | B | -1.0% | |
| R | C | -1.0% | |
| ONB | C | -1.0% | |
| FLS | C | -1.0% | |
| DAR | D | -1.0% | |
| UHAL | B | -1.0% | |
| JAZZ | D | -1.0% | |
| RHI | D | -1.0% | |
| MAT | C | -1.0% | |
| NOV | F | -1.0% | |
| CGNX | D | -1.0% | |
| ZION | C | -1.0% | |
| DAL | D | -1.0% | |
| MTH | B | -1.0% | |
| MTN | C | -1.0% | |
| MIDD | D | -1.0% | |
| VOYA | B | -1.0% | |
| DINO | F | -1.0% | |
| CMA | B | -1.0% | |
| AYI | C | -1.0% | |
| AIT | C | -1.0% | |
| BWA | D | -1.0% | |
| AXTA | C | -1.0% | |
| ALV | D | -1.0% | |
| MHK | B | -1.0% | |
| PAYC | D | -1.0% | |
| KNX | D | -1.0% | |
| NYT | C | -1.0% | |
| MOS | F | -1.0% | |
| FRT | A | -1.0% | |
| INGR | A | -1.0% | |
| HAS | B | -1.0% | |
| LW | D | -1.0% | |
| HSIC | C | -1.0% | |
| GME | C | -1.0% | |
| ARMK | A | -1.0% | |
| AOS | D | -1.0% | |
| HRL | A | -1.0% | |
| MKTX | A | -1.0% | |
| ALB | F | -1.0% | |
| CPB | A | -1.0% | |
| LECO | F | -1.0% | |
| WTRG | D | -1.0% | |
| FTI | D | -1.0% | |
| BXP | A | -1.0% | |
| ALLY | C | -1.0% | |
| GWRE | A | -1.0% | |
| TECH | D | -1.0% | |
| HST | D | -1.0% | |
| JLL | B | -1.0% | |
| FFIV | B | -1.0% | |
| ALLE | B | -1.0% | |
| OKTA | F | -1.0% | |
| TTEK | B | -1.0% | |
| KMX | C | -1.0% | |
| FLEX | C | -1.0% | |
| SJM | A | -1.0% | |
| POOL | C | -1.0% | |
| GGG | D | -1.0% | |
| EQH | C | -1.0% | |
| UDR | B | -1.0% | |
| JBHT | C | -1.0% | |
| DPZ | D | -1.0% | |
| SNA | D | -1.0% | |
| IEX | D | -1.0% | |
| GEN | B | -1.0% | |
| SWK | B | -1.0% | |
| KEY | B | -1.0% | |
| L | B | -1.0% | |
| PODD | A | -1.0% | |
| CAG | A | -1.0% | |
| DOC | B | -1.0% | |
| IP | B | -1.0% | |
| SWKS | D | -1.0% | |
| ALGN | F | -1.0% | |
| BMRN | D | -1.0% | |
| EME | C | -1.0% | |
| ZBRA | C | -1.0% | |
| MAS | B | -1.0% | |
| WBD | D | -1.0% | |
| ULTA | D | -1.0% | |
| AVY | B | -1.0% | |
| TRU | B | -1.0% | |
| PFG | D | -1.0% | |
| DRI | A | -1.0% | |
| CFG | B | -1.0% | |
| OMC | B | -1.0% | |
| ATO | A | -1.0% | |
| CMS | A | -1.0% | |
| BLDR | C | -1.0% | |
| ILMN | B | -1.0% | |
| RF | B | -1.0% | |
| EL | F | -1.0% | |
| TROW | D | -1.0% | |
| DOV | C | -1.0% | |
| LYB | D | -1.0% | |
| SBAC | A | -1.0% | |
| VTR | A | -1.0% | |
| FTV | D | -1.0% | |
| EQR | B | -1.0% | |
| HAL | F | -1.0% | |
| CAH | A | -1.0% | |
| GRMN | B | -1.0% | |
| MTB | B | -1.0% | |
| AWK | A | -1.0% | |
| WAB | B | -1.0% | |
| ROK | D | -1.0% | |
| WTW | A | -1.0% | |
| ADM | D | -1.0% | |
| DELL | F | -1.0% | |
| ON | D | -1.0% | |
| AVB | B | -1.0% | |
| VEEV | A | -1.0% | |
| DFS | C | -1.0% | |
| GLW | C | -1.0% | |
| HIG | B | -1.0% | |
| IR | D | -1.0% | |
| RMD | A | -1.0% | |
| FAST | D | -1.0% | |
| CTSH | B | -1.0% | |
| EXC | A | -1.0% | |
| CNC | D | -1.0% | |
| SYY | A | -1.0% | |
| MCHP | D | -1.0% | |
| COR | B | -1.0% | |
| CPRT | D | -1.0% | |
| FICO | A | -1.0% | |
| AMP | B | -1.0% | |
| IQV | B | -1.0% | |
| TEL | C | -1.0% | |
| URI | C | -1.0% | |
| PCAR | D | -1.0% | |
| DLR | D | -1.0% | |
| ALL | B | -1.0% | |
| FTNT | B | -1.0% | |
| SRE | B | -1.0% | |
| SPG | B | -1.0% | |
| HLT | C | -1.0% | |
| PSX | D | -1.0% | |
| MAR | D | -1.0% | |
| NSC | B | -1.0% | |
| ROP | C | -1.0% | |
| MPC | D | -1.0% | |
| APD | B | -1.0% | |
| AJG | A | -1.0% | |
| CSX | D | -1.0% | |
| BDX | D | -1.0% | |
| PYPL | B | -1.0% | |
| ITW | C | -1.0% | |
| MSI | B | -1.0% | |
| PH | B | -1.0% | |
| CME | A | -1.0% | |
| CL | A | -1.0% | |
| SHW | B | -1.0% | |
| UPS | F | -1.0% | |
| ICE | A | -1.0% | |
| SCHW | D | -1.0% | |
| NKE | C | -1.0% | |
| BMY | B | -1.0% | |
| MDLZ | A | -1.0% | |
| CI | B | -1.0% | |
| DE | B | -1.0% | |
| SBUX | B | -1.0% | |
| ADI | C | -1.0% | |
| CB | A | -1.0% | |
| ETN | D | -1.0% | |
| PLD | B | -1.0% | |
| BLK | B | -1.0% | |
| UNP | B | -1.0% | |
| MCD | A | -1.0% | |
| ORCL | A | -1.0% | |
| ABBV | B | -1.0% |
SUSA: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Semiconductors
Diversified Industrials
Drug Manufacturers - Major
Specialty Chemicals
Business Services
Capital Markets
Credit Services
Household & Personal Products
Medical Instruments & Supplies
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Beverages - Soft Drinks
Biotechnology
Health Care Plans
Information Technology Services
Internet Content & Information
DSI: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Banks - Regional - US
Packaged Foods
Diagnostics & Research
Asset Management
Semiconductors
Specialty Chemicals
Business Services
Apparel Manufacturing
Credit Services
Household & Personal Products
Medical Instruments & Supplies
Scientific & Technical Instruments
Capital Markets
Drug Manufacturers - Major
Restaurants
Software - Infrastructure
Specialty Retail
Building Materials
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