SUSA vs. EVUS ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to iShares ESG Aware MSCI USA Value ETF (EVUS)
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

$119.04

Average Daily Volume

52,782

Number of Holdings *

10

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

iShares ESG Aware MSCI USA Value ETF

EVUS Description EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$29.80

Average Daily Volume

2,328

Number of Holdings *

234

* may have additional holdings in another (foreign) market
Performance
Period SUSA EVUS
30 Days 0.99% 1.45%
60 Days 7.41% 5.53%
90 Days 5.39% 10.05%
12 Months 36.42% 32.04%
4 Overlapping Holdings
Symbol Grade Weight in SUSA Weight in EVUS Overlap
AVGO C 1.6% 3.1% 1.6%
HD A 1.58% 2.06% 1.58%
K B 1.44% 0.91% 0.91%
KO C 1.96% 1.92% 1.92%
SUSA Overweight 6 Positions Relative to EVUS
Symbol Grade Weight
AAPL C 4.98%
MSFT D 4.83%
NVDA C 4.62%
GOOGL B 1.91%
GOOG B 1.83%
LLY D 1.79%
SUSA Underweight 230 Positions Relative to EVUS
Symbol Grade Weight
JPM D -2.47%
UNH B -2.05%
PG C -1.54%
XOM A -1.53%
JNJ D -1.53%
TXN C -1.51%
IBM B -1.24%
BRK.A C -1.17%
CVX B -1.17%
ADP A -1.16%
ORCL B -1.16%
BAC D -1.14%
ABBV A -1.07%
PRU C -0.99%
CSCO A -0.94%
PEG A -0.94%
GILD A -0.92%
PEP D -0.92%
NEE A -0.9%
AMGN D -0.88%
ELV F -0.88%
VZ A -0.85%
MS B -0.84%
DHR C -0.84%
AXP A -0.84%
RTX A -0.8%
COP D -0.79%
HON C -0.78%
CAT A -0.77%
LOW A -0.76%
DIS D -0.74%
GS C -0.72%
GIS C -0.71%
CRH C -0.7%
AMT C -0.7%
CMI B -0.7%
SPGI C -0.69%
BR B -0.69%
BK C -0.69%
ECL B -0.68%
CCI C -0.68%
PFE D -0.66%
MCD A -0.66%
OKE B -0.66%
QCOM D -0.65%
KMI A -0.65%
CI D -0.64%
MMM C -0.64%
C B -0.62%
MRK F -0.62%
NI A -0.62%
PNR C -0.59%
EQIX B -0.59%
EXPD C -0.56%
PNC C -0.56%
NXPI F -0.55%
INTC D -0.54%
ACN B -0.54%
LIN B -0.53%
MET A -0.52%
ZTS C -0.48%
HIG A -0.48%
COR F -0.46%
DE A -0.45%
XYL C -0.45%
TGT C -0.44%
NOC B -0.44%
WELL C -0.43%
TRV C -0.43%
CARR A -0.43%
FERG F -0.43%
LKQ F -0.42%
CLX B -0.42%
DLR C -0.41%
CMS A -0.4%
KR C -0.4%
MU D -0.4%
CHRW A -0.4%
PGR C -0.39%
CMCSA B -0.39%
KMB B -0.38%
BMY B -0.37%
T A -0.37%
IRM A -0.36%
SBUX B -0.36%
PPG D -0.36%
HCA B -0.36%
SYF B -0.36%
DFS C -0.36%
NEM C -0.36%
OVV F -0.36%
EXC A -0.36%
JCI B -0.35%
BG F -0.35%
NDAQ C -0.35%
EA D -0.35%
KEYS B -0.35%
STE D -0.34%
PLD D -0.34%
COO C -0.34%
ANSS D -0.34%
PSX D -0.33%
CBRE A -0.33%
UPS D -0.32%
FLUT C -0.32%
BBY B -0.32%
SCHW D -0.32%
HPE B -0.31%
FI A -0.31%
TAP D -0.3%
KHC D -0.3%
EIX A -0.29%
WY B -0.29%
ADI C -0.29%
BLK A -0.29%
REGN D -0.29%
CAH B -0.29%
FTV B -0.28%
FBIN C -0.28%
D A -0.28%
SLB D -0.28%
DGX B -0.28%
ED A -0.27%
CHD C -0.27%
URI C -0.27%
NUE D -0.26%
BKR B -0.26%
USB C -0.26%
ETN C -0.26%
ES C -0.25%
FIS C -0.25%
MMC D -0.25%
CNH B -0.25%
KDP C -0.25%
TSCO A -0.24%
J D -0.24%
HBAN D -0.24%
ABT B -0.24%
AFL A -0.23%
CNC F -0.23%
A B -0.22%
FDX D -0.22%
VLO F -0.22%
ZBH F -0.22%
PYPL C -0.22%
DAL C -0.22%
LH D -0.21%
WFC D -0.21%
TFC D -0.21%
TFX C -0.2%
WTRG D -0.2%
FDS C -0.19%
ACGL A -0.19%
OC C -0.19%
DHI C -0.19%
MRO D -0.18%
AIZ A -0.18%
TRMB B -0.17%
IEX D -0.17%
HII F -0.17%
STT C -0.17%
TJX C -0.17%
GEV B -0.17%
MKC C -0.16%
ALLE A -0.16%
JBHT D -0.16%
HPQ C -0.16%
PHM A -0.15%
HUBB A -0.14%
FSLR C -0.14%
TMO C -0.14%
NTRS C -0.14%
AKAM D -0.14%
IP C -0.14%
IFF C -0.14%
CPB D -0.14%
COF C -0.14%
HOLX D -0.14%
WTW B -0.13%
DOW B -0.13%
CB A -0.13%
BIIB F -0.13%
HRL F -0.13%
EQT B -0.13%
WMB A -0.13%
IR A -0.13%
BALL C -0.12%
FANG D -0.12%
SOLV C -0.12%
WDC C -0.12%
ADM D -0.12%
BXP C -0.12%
PFG C -0.12%
JNPR B -0.12%
ROK D -0.12%
GEHC C -0.11%
STZ B -0.11%
LDOS A -0.11%
ICE A -0.11%
TWLO B -0.11%
AVY C -0.11%
ITW A -0.11%
MKTX C -0.11%
CBOE A -0.11%
PSA C -0.11%
FOX A -0.11%
ULTA D -0.11%
AVTR D -0.11%
HUM F -0.11%
PAYX A -0.11%
MDLZ C -0.1%
LYB D -0.1%
IPG C -0.1%
DD B -0.1%
AZPN C -0.1%
RMD C -0.1%
SYY B -0.1%
DOV C -0.1%
STLD B -0.1%
GEN B -0.1%
APD C -0.1%
CCK C -0.1%
CAG D -0.1%
NKE D -0.1%
KMX F -0.09%
TTC D -0.09%
CVS D -0.09%
NTAP D -0.09%
DG F -0.07%
DLTR F -0.07%
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