SUSA vs. EFIV ETF Comparison
Comparison of iShares MSCI USA ESG Select ETF (SUSA) to SPDR S&P 500 ESG ETF (EFIV)
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
$122.67
Average Daily Volume
61,764
Number of Holdings
*
175
* may have additional holdings in another (foreign) market
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$57.32
Average Daily Volume
106,989
Number of Holdings
*
313
* may have additional holdings in another (foreign) market
Performance
| Period | SUSA | EFIV |
|---|---|---|
| 30 Days | 0.79% | 1.11% |
| 60 Days | 3.12% | 4.20% |
| 90 Days | 4.99% | 5.13% |
| 12 Months | 31.28% | 29.85% |
115 Overlapping Holdings
| Symbol | Grade | Weight in SUSA | Weight in EFIV | Overlap | |
|---|---|---|---|---|---|
| A | F | 0.39% | 0.11% | 0.11% | |
| AAPL | C | 4.63% | 9.53% | 4.63% | |
| ACGL | D | 0.24% | 0.11% | 0.11% | |
| ACN | C | 0.67% | 0.65% | 0.65% | |
| ADBE | D | 1.06% | 0.66% | 0.66% | |
| ADP | B | 1.32% | 0.35% | 0.35% | |
| ADSK | B | 0.84% | 0.19% | 0.19% | |
| AKAM | F | 0.08% | 0.04% | 0.04% | |
| AMAT | F | 0.88% | 0.42% | 0.42% | |
| AMD | F | 0.56% | 0.63% | 0.56% | |
| AMGN | D | 0.69% | 0.45% | 0.45% | |
| AMT | D | 0.34% | 0.25% | 0.25% | |
| APTV | F | 0.1% | 0.04% | 0.04% | |
| AXON | A | 0.46% | 0.12% | 0.12% | |
| AXP | B | 1.02% | 0.45% | 0.45% | |
| BALL | D | 0.14% | 0.05% | 0.05% | |
| BBY | D | 0.4% | 0.05% | 0.05% | |
| BIIB | F | 0.08% | 0.07% | 0.07% | |
| BK | B | 0.67% | 0.16% | 0.16% | |
| BKR | B | 0.51% | 0.12% | 0.12% | |
| BR | B | 0.54% | 0.07% | 0.07% | |
| CARR | D | 0.21% | 0.18% | 0.18% | |
| CAT | C | 0.13% | 0.52% | 0.13% | |
| CBRE | B | 0.42% | 0.11% | 0.11% | |
| CHRW | B | 0.56% | 0.04% | 0.04% | |
| CMI | A | 0.65% | 0.14% | 0.14% | |
| COST | A | 0.56% | 1.15% | 0.56% | |
| CRM | B | 1.23% | 0.92% | 0.92% | |
| CSCO | B | 0.74% | 0.66% | 0.66% | |
| DECK | A | 0.73% | 0.08% | 0.08% | |
| DGX | A | 0.45% | 0.05% | 0.05% | |
| DHR | D | 0.62% | 0.43% | 0.43% | |
| DIS | B | 0.55% | 0.52% | 0.52% | |
| DVA | C | 0.27% | 0.02% | 0.02% | |
| EA | A | 0.7% | 0.11% | 0.11% | |
| ECL | D | 1.3% | 0.18% | 0.18% | |
| ED | C | 0.27% | 0.09% | 0.09% | |
| ELV | F | 0.54% | 0.27% | 0.27% | |
| EQIX | A | 0.56% | 0.24% | 0.24% | |
| ES | C | 0.39% | 0.06% | 0.06% | |
| EW | C | 0.31% | 0.11% | 0.11% | |
| FDS | B | 0.16% | 0.05% | 0.05% | |
| FIS | C | 0.28% | 0.14% | 0.14% | |
| GE | D | 0.6% | 0.55% | 0.55% | |
| GILD | C | 1.21% | 0.32% | 0.32% | |
| GIS | F | 0.75% | 0.1% | 0.1% | |
| GOOG | B | 1.93% | 2.42% | 1.93% | |
| GOOGL | B | 2.02% | 2.92% | 2.02% | |
| GWW | B | 0.79% | 0.15% | 0.15% | |
| HBAN | B | 0.41% | 0.07% | 0.07% | |
| HD | A | 1.64% | 1.13% | 1.13% | |
| HOLX | D | 0.19% | 0.05% | 0.05% | |
| HPE | B | 0.65% | 0.08% | 0.08% | |
| HPQ | B | 0.2% | 0.1% | 0.1% | |
| HUM | D | 0.08% | 0.1% | 0.08% | |
| IDXX | F | 0.44% | 0.1% | 0.1% | |
| IFF | D | 0.15% | 0.06% | 0.06% | |
| INTC | C | 0.38% | 0.3% | 0.3% | |
| IPG | F | 0.11% | 0.03% | 0.03% | |
| IRM | C | 0.21% | 0.09% | 0.09% | |
| JCI | B | 0.3% | 0.16% | 0.16% | |
| K | B | 1.37% | 0.06% | 0.06% | |
| KDP | D | 0.14% | 0.11% | 0.11% | |
| KHC | F | 0.08% | 0.08% | 0.08% | |
| KO | D | 1.62% | 0.68% | 0.68% | |
| KR | B | 0.21% | 0.11% | 0.11% | |
| LIN | D | 0.09% | 0.61% | 0.09% | |
| LKQ | F | 0.49% | 0.03% | 0.03% | |
| LLY | F | 1.45% | 1.79% | 1.45% | |
| LOW | C | 0.74% | 0.43% | 0.43% | |
| LRCX | F | 0.49% | 0.27% | 0.27% | |
| LULU | C | 0.12% | 0.1% | 0.1% | |
| MA | B | 0.96% | 1.2% | 0.96% | |
| MCO | D | 0.54% | 0.21% | 0.21% | |
| MKC | D | 0.12% | 0.05% | 0.05% | |
| MMC | D | 0.29% | 0.31% | 0.29% | |
| MRK | F | 0.51% | 0.7% | 0.51% | |
| MS | A | 1.11% | 0.46% | 0.46% | |
| MSFT | D | 4.66% | 8.8% | 4.66% | |
| MTD | F | 0.13% | 0.07% | 0.07% | |
| MU | D | 0.28% | 0.31% | 0.28% | |
| NDAQ | A | 0.25% | 0.09% | 0.09% | |
| NEM | D | 0.17% | 0.13% | 0.13% | |
| NTRS | A | 0.18% | 0.06% | 0.06% | |
| NVDA | A | 5.45% | 10.02% | 5.45% | |
| OKE | A | 1.44% | 0.18% | 0.18% | |
| PEP | F | 0.84% | 0.63% | 0.63% | |
| PG | C | 0.44% | 1.09% | 0.44% | |
| PNC | B | 0.3% | 0.23% | 0.23% | |
| PNR | B | 0.9% | 0.05% | 0.05% | |
| PPG | F | 0.09% | 0.08% | 0.08% | |
| PRU | B | 0.79% | 0.12% | 0.12% | |
| PWR | A | 0.11% | 0.13% | 0.11% | |
| QCOM | F | 0.28% | 0.5% | 0.28% | |
| RCL | A | 0.14% | 0.15% | 0.14% | |
| REGN | F | 0.08% | 0.24% | 0.08% | |
| SLB | C | 0.34% | 0.17% | 0.17% | |
| SPGI | D | 0.59% | 0.45% | 0.45% | |
| STT | B | 0.13% | 0.08% | 0.08% | |
| SYF | B | 0.19% | 0.07% | 0.07% | |
| TFC | A | 0.1% | 0.17% | 0.1% | |
| TGT | B | 0.27% | 0.2% | 0.2% | |
| TRGP | A | 0.74% | 0.12% | 0.12% | |
| TRV | A | 0.44% | 0.16% | 0.16% | |
| TSCO | D | 0.25% | 0.08% | 0.08% | |
| TSLA | A | 1.68% | 2.55% | 1.68% | |
| TT | A | 1.47% | 0.26% | 0.26% | |
| V | A | 0.98% | 1.44% | 0.98% | |
| VLO | C | 0.26% | 0.12% | 0.12% | |
| WAT | C | 0.44% | 0.06% | 0.06% | |
| WDC | F | 0.09% | 0.06% | 0.06% | |
| WELL | A | 0.28% | 0.22% | 0.22% | |
| XYL | D | 0.51% | 0.08% | 0.08% | |
| ZBH | C | 0.21% | 0.06% | 0.06% | |
| ZTS | D | 0.78% | 0.22% | 0.22% |
SUSA Overweight 60 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | C | 1.64% | |
| TXN | C | 1.34% | |
| CRH | B | 1.17% | |
| INTU | B | 1.13% | |
| NOW | B | 0.92% | |
| LNG | A | 0.81% | |
| MMM | D | 0.77% | |
| EXPD | D | 0.76% | |
| IBM | C | 0.75% | |
| CDNS | B | 0.7% | |
| PGR | B | 0.7% | |
| FERG | C | 0.64% | |
| CCI | C | 0.56% | |
| CLX | A | 0.56% | |
| WDAY | C | 0.53% | |
| VZ | C | 0.48% | |
| VLTO | C | 0.46% | |
| NFLX | A | 0.45% | |
| BG | D | 0.44% | |
| NXPI | F | 0.44% | |
| LII | A | 0.43% | |
| WSM | D | 0.39% | |
| GDDY | A | 0.39% | |
| KMB | C | 0.39% | |
| VRTX | D | 0.38% | |
| BKNG | A | 0.37% | |
| KEYS | C | 0.36% | |
| ANET | C | 0.32% | |
| PANW | B | 0.31% | |
| SNPS | C | 0.3% | |
| TWLO | A | 0.3% | |
| STE | D | 0.29% | |
| TRMB | B | 0.26% | |
| ANSS | B | 0.24% | |
| HCA | F | 0.24% | |
| WST | D | 0.24% | |
| COO | D | 0.21% | |
| CHD | A | 0.21% | |
| MRVL | B | 0.2% | |
| MOH | F | 0.2% | |
| HUBS | B | 0.19% | |
| TEAM | A | 0.19% | |
| MELI | D | 0.19% | |
| LH | B | 0.18% | |
| CNH | C | 0.16% | |
| ALNY | D | 0.16% | |
| PTC | B | 0.13% | |
| MDB | C | 0.13% | |
| NUE | D | 0.12% | |
| FSLR | F | 0.12% | |
| NI | A | 0.11% | |
| IT | C | 0.11% | |
| OC | A | 0.11% | |
| SOLV | F | 0.11% | |
| FBIN | F | 0.11% | |
| DXCM | C | 0.1% | |
| STX | D | 0.1% | |
| AVTR | F | 0.09% | |
| SNOW | C | 0.09% | |
| RIVN | F | 0.09% |
SUSA Underweight 198 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -1.91% | |
| UNH | C | -1.56% | |
| XOM | B | -1.5% | |
| WMT | A | -1.03% | |
| BAC | A | -0.86% | |
| ABBV | F | -0.84% | |
| CVX | A | -0.75% | |
| MCD | D | -0.59% | |
| ABT | A | -0.56% | |
| GS | B | -0.52% | |
| CMCSA | B | -0.47% | |
| T | A | -0.45% | |
| UBER | F | -0.42% | |
| NEE | C | -0.42% | |
| UNP | D | -0.41% | |
| ETN | B | -0.41% | |
| BLK | B | -0.4% | |
| TJX | A | -0.38% | |
| C | B | -0.37% | |
| SYK | A | -0.37% | |
| BSX | A | -0.36% | |
| FI | A | -0.34% | |
| SCHW | A | -0.33% | |
| TMUS | B | -0.33% | |
| BMY | A | -0.33% | |
| SBUX | A | -0.32% | |
| MDT | D | -0.31% | |
| CB | C | -0.3% | |
| PLD | D | -0.3% | |
| DE | C | -0.28% | |
| UPS | C | -0.27% | |
| NKE | F | -0.26% | |
| CI | D | -0.26% | |
| MDLZ | F | -0.25% | |
| PYPL | B | -0.25% | |
| ICE | C | -0.25% | |
| SHW | C | -0.25% | |
| PH | B | -0.25% | |
| KLAC | F | -0.24% | |
| CMG | C | -0.23% | |
| CME | A | -0.23% | |
| WM | B | -0.23% | |
| AON | B | -0.23% | |
| USB | B | -0.22% | |
| ITW | B | -0.21% | |
| CL | D | -0.21% | |
| EMR | A | -0.21% | |
| CTAS | B | -0.21% | |
| CSX | C | -0.2% | |
| COF | B | -0.2% | |
| BDX | F | -0.19% | |
| MAR | B | -0.19% | |
| WMB | A | -0.19% | |
| CVS | F | -0.19% | |
| APD | A | -0.19% | |
| GM | B | -0.18% | |
| AJG | B | -0.18% | |
| NSC | B | -0.17% | |
| PCAR | C | -0.17% | |
| FCX | F | -0.17% | |
| HLT | A | -0.17% | |
| AFL | C | -0.16% | |
| URI | B | -0.16% | |
| SRE | A | -0.16% | |
| ALL | A | -0.15% | |
| PSA | C | -0.15% | |
| MPC | D | -0.15% | |
| PSX | C | -0.15% | |
| DLR | A | -0.15% | |
| AMP | A | -0.15% | |
| MSCI | B | -0.14% | |
| AIG | C | -0.14% | |
| KMI | A | -0.14% | |
| AME | A | -0.13% | |
| PAYX | B | -0.13% | |
| ROST | D | -0.13% | |
| DHI | D | -0.13% | |
| MET | A | -0.13% | |
| DAL | A | -0.12% | |
| IR | B | -0.12% | |
| PEG | C | -0.12% | |
| COR | B | -0.12% | |
| RSG | A | -0.12% | |
| DFS | B | -0.12% | |
| SYY | D | -0.11% | |
| YUM | D | -0.11% | |
| EXC | C | -0.11% | |
| HES | B | -0.11% | |
| CTVA | C | -0.11% | |
| OTIS | C | -0.11% | |
| VRSK | B | -0.11% | |
| HIG | B | -0.1% | |
| OXY | F | -0.1% | |
| RMD | C | -0.1% | |
| WAB | B | -0.1% | |
| EXR | C | -0.1% | |
| MTB | A | -0.1% | |
| CNC | F | -0.09% | |
| CAH | B | -0.09% | |
| CSGP | F | -0.09% | |
| DOW | F | -0.09% | |
| ETR | A | -0.09% | |
| EIX | C | -0.09% | |
| FITB | B | -0.09% | |
| WTW | B | -0.09% | |
| ROK | B | -0.09% | |
| AVB | B | -0.09% | |
| FANG | D | -0.09% | |
| HSY | F | -0.08% | |
| DOV | B | -0.08% | |
| ON | F | -0.08% | |
| TTWO | A | -0.08% | |
| GPN | C | -0.08% | |
| RJF | A | -0.08% | |
| EBAY | D | -0.08% | |
| RF | A | -0.07% | |
| HUBB | B | -0.07% | |
| DVN | F | -0.07% | |
| CCL | A | -0.07% | |
| ADM | D | -0.07% | |
| SW | A | -0.07% | |
| EQR | C | -0.07% | |
| EQT | A | -0.07% | |
| AWK | C | -0.07% | |
| CPAY | A | -0.07% | |
| PHM | D | -0.07% | |
| TROW | B | -0.07% | |
| HAL | C | -0.07% | |
| VTR | B | -0.07% | |
| FTV | D | -0.07% | |
| OMC | C | -0.06% | |
| CBOE | C | -0.06% | |
| CFG | B | -0.06% | |
| LYB | F | -0.06% | |
| WY | D | -0.06% | |
| EXPE | B | -0.06% | |
| SBAC | D | -0.06% | |
| AVY | D | -0.05% | |
| KIM | A | -0.05% | |
| BAX | F | -0.05% | |
| ARE | F | -0.05% | |
| GPC | F | -0.05% | |
| MAS | D | -0.05% | |
| LVS | B | -0.05% | |
| KEY | B | -0.05% | |
| IEX | B | -0.05% | |
| TSN | B | -0.05% | |
| PFG | C | -0.05% | |
| ULTA | F | -0.05% | |
| JKHY | D | -0.04% | |
| ALB | B | -0.04% | |
| INCY | C | -0.04% | |
| POOL | D | -0.04% | |
| SWK | F | -0.04% | |
| CAG | F | -0.04% | |
| UDR | C | -0.04% | |
| MRNA | F | -0.04% | |
| AMCR | D | -0.04% | |
| EL | F | -0.04% | |
| RVTY | D | -0.04% | |
| JBHT | C | -0.04% | |
| DOC | D | -0.04% | |
| CF | A | -0.04% | |
| EG | D | -0.04% | |
| TFX | F | -0.03% | |
| GL | C | -0.03% | |
| MKTX | D | -0.03% | |
| NWSA | B | -0.03% | |
| CRL | D | -0.03% | |
| AIZ | A | -0.03% | |
| TAP | B | -0.03% | |
| LW | C | -0.03% | |
| BXP | D | -0.03% | |
| SJM | D | -0.03% | |
| TPR | B | -0.03% | |
| NCLH | B | -0.03% | |
| REG | A | -0.03% | |
| KMX | C | -0.03% | |
| ALLE | D | -0.03% | |
| DAY | B | -0.03% | |
| HST | D | -0.03% | |
| WBA | F | -0.02% | |
| PARA | D | -0.02% | |
| BEN | C | -0.02% | |
| FMC | D | -0.02% | |
| MHK | D | -0.02% | |
| BWA | D | -0.02% | |
| IVZ | C | -0.02% | |
| WYNN | D | -0.02% | |
| RL | C | -0.02% | |
| HAS | D | -0.02% | |
| MOS | D | -0.02% | |
| CZR | F | -0.02% | |
| FRT | B | -0.02% | |
| CPB | D | -0.02% | |
| MGM | D | -0.02% | |
| HRL | D | -0.02% | |
| NWS | A | -0.01% |
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
EFIV: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Credit Services
Drug Manufacturers - Major
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Specialty Retail
Agricultural Inputs
Compare ETFs
