SUSA vs. IWL ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to iShares Russell Top 200 ETF (IWL)
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
IWL

iShares Russell Top 200 ETF

IWL Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. 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 Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$145.86

Average Daily Volume

52,339

Number of Holdings *

197

* may have additional holdings in another (foreign) market
Performance
Period SUSA IWL
30 Days 4.04% 2.93%
60 Days 4.55% 4.56%
90 Days 6.30% 6.33%
12 Months 32.95% 33.26%
83 Overlapping Holdings
Symbol Grade Weight in SUSA Weight in IWL Overlap
AAPL C 4.77% 7.79% 4.77%
ACN C 0.67% 0.53% 0.53%
ADBE C 1.02% 0.53% 0.53%
ADP B 1.29% 0.29% 0.29%
ADSK A 0.84% 0.15% 0.15%
AMAT F 0.81% 0.33% 0.33%
AMD F 0.55% 0.52% 0.52%
AMGN D 0.66% 0.36% 0.36%
AMT D 0.36% 0.22% 0.22%
ANET C 0.31% 0.23% 0.23%
AVGO D 1.56% 1.78% 1.56%
AXP A 1.02% 0.38% 0.38%
BKNG A 0.38% 0.4% 0.38%
CARR D 0.21% 0.15% 0.15%
CAT B 0.13% 0.45% 0.13%
CDNS B 0.71% 0.19% 0.19%
COST B 0.57% 0.96% 0.57%
CRH A 1.19% 0.16% 0.16%
CRM B 1.18% 0.73% 0.73%
CSCO B 0.73% 0.55% 0.55%
DHR F 0.6% 0.35% 0.35%
DIS B 0.62% 0.5% 0.5%
ECL D 1.3% 0.15% 0.15%
ELV F 0.52% 0.22% 0.22%
EQIX A 0.58% 0.2% 0.2%
EW C 0.34% 0.1% 0.1%
GE D 0.59% 0.46% 0.46%
GILD C 1.14% 0.26% 0.26%
GOOG C 1.91% 2.04% 1.91%
GOOGL C 2.0% 2.41% 2.0%
HCA F 0.23% 0.15% 0.15%
HD A 1.68% 0.96% 0.96%
IBM C 0.76% 0.45% 0.45%
INTC D 0.39% 0.25% 0.25%
INTU C 1.06% 0.45% 0.45%
JCI C 0.3% 0.13% 0.13%
KDP D 0.13% 0.08% 0.08%
KHC F 0.08% 0.07% 0.07%
KMB D 0.41% 0.11% 0.11%
KO D 1.62% 0.57% 0.57%
LIN D 0.09% 0.51% 0.09%
LLY F 1.31% 1.42% 1.31%
LOW D 0.72% 0.37% 0.37%
LRCX F 0.46% 0.22% 0.22%
LULU C 0.11% 0.09% 0.09%
MA C 0.95% 1.03% 0.95%
MCO B 0.54% 0.18% 0.18%
MMC B 0.29% 0.26% 0.26%
MMM D 0.77% 0.17% 0.17%
MRK F 0.51% 0.58% 0.51%
MRVL B 0.19% 0.18% 0.18%
MS A 1.12% 0.37% 0.37%
MSFT F 4.66% 7.35% 4.66%
MU D 0.26% 0.25% 0.25%
NEM D 0.18% 0.11% 0.11%
NFLX A 0.49% 0.84% 0.49%
NOW A 0.91% 0.49% 0.49%
NVDA C 5.47% 7.91% 5.47%
PANW C 0.31% 0.28% 0.28%
PEP F 0.81% 0.52% 0.52%
PG A 0.46% 0.95% 0.46%
PGR A 0.69% 0.36% 0.36%
PNC B 0.29% 0.2% 0.2%
QCOM F 0.29% 0.43% 0.29%
REGN F 0.08% 0.19% 0.08%
SLB C 0.34% 0.15% 0.15%
SNOW C 0.09% 0.09% 0.09%
SNPS B 0.29% 0.19% 0.19%
SPGI C 0.59% 0.38% 0.38%
TEAM A 0.2% 0.09% 0.09%
TFC A 0.11% 0.15% 0.11%
TGT F 0.27% 0.17% 0.17%
TRV B 0.45% 0.14% 0.14%
TSLA B 1.8% 2.12% 1.8%
TT A 1.5% 0.22% 0.22%
TXN C 1.28% 0.44% 0.44%
V A 0.99% 1.16% 0.99%
VLO C 0.28% 0.11% 0.11%
VRTX F 0.35% 0.29% 0.29%
VZ C 0.5% 0.42% 0.42%
WDAY B 0.51% 0.13% 0.13%
WELL A 0.29% 0.2% 0.2%
ZTS D 0.8% 0.19% 0.19%
SUSA Overweight 92 Positions Relative to IWL
Symbol Grade Weight
OKE A 1.53%
K A 1.38%
PNR A 0.92%
LNG B 0.85%
PRU A 0.8%
GWW B 0.78%
TRGP B 0.78%
EXPD D 0.77%
DECK A 0.74%
GIS D 0.74%
EA A 0.72%
CMI A 0.67%
BK A 0.67%
HPE B 0.65%
FERG B 0.63%
CCI D 0.58%
CLX B 0.58%
CHRW C 0.57%
BR A 0.54%
XYL D 0.51%
BKR B 0.51%
LKQ D 0.49%
AXON A 0.48%
VLTO D 0.47%
DGX A 0.45%
BG F 0.45%
NXPI D 0.44%
IDXX F 0.44%
LII A 0.44%
WSM B 0.42%
CBRE B 0.42%
HBAN A 0.41%
WAT B 0.4%
ES D 0.4%
BBY D 0.39%
GDDY A 0.39%
A D 0.37%
KEYS A 0.34%
TWLO A 0.31%
STE F 0.28%
DVA B 0.27%
ED D 0.27%
FIS C 0.27%
NDAQ A 0.26%
TSCO D 0.25%
TRMB B 0.25%
ANSS B 0.24%
WST C 0.23%
ACGL D 0.23%
ZBH C 0.22%
CHD B 0.22%
HPQ B 0.21%
IRM D 0.21%
COO D 0.2%
KR B 0.2%
HUBS A 0.19%
HOLX D 0.19%
SYF B 0.19%
MELI D 0.19%
LH C 0.18%
MOH F 0.18%
NTRS A 0.18%
CNH C 0.17%
FDS B 0.16%
IFF D 0.15%
BALL D 0.14%
RCL A 0.14%
ALNY D 0.14%
STT A 0.13%
FSLR F 0.13%
PTC A 0.13%
MDB C 0.13%
MTD D 0.12%
PWR A 0.12%
MKC D 0.12%
SOLV C 0.11%
IPG D 0.11%
NI A 0.11%
FBIN D 0.11%
NUE C 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%
PPG F 0.09%
BIIB F 0.08%
AVTR F 0.08%
HUM C 0.08%
AKAM D 0.08%
SUSA Underweight 114 Positions Relative to IWL
Symbol Grade Weight
AMZN C -4.48%
META D -2.89%
BRK.A B -2.05%
JPM A -1.67%
UNH C -1.3%
XOM B -1.27%
JNJ D -0.88%
WMT A -0.87%
BAC A -0.76%
ABBV D -0.7%
ORCL B -0.69%
CVX A -0.66%
WFC A -0.62%
MCD D -0.5%
PM B -0.48%
ABT B -0.48%
TMO F -0.47%
GS A -0.45%
ISRG A -0.44%
T A -0.39%
CMCSA B -0.39%
RTX C -0.38%
BLK C -0.37%
NEE D -0.37%
UBER D -0.35%
HON B -0.35%
SYK C -0.34%
ETN A -0.34%
UNP C -0.34%
PFE D -0.33%
TJX A -0.32%
BX A -0.31%
COP C -0.31%
C A -0.31%
BSX B -0.3%
SCHW B -0.29%
FI A -0.29%
CB C -0.28%
SBUX A -0.27%
MDT D -0.27%
TMUS B -0.27%
BMY B -0.27%
LMT D -0.27%
PLD D -0.25%
DE A -0.24%
KKR A -0.24%
ADI D -0.24%
BA F -0.23%
MO A -0.23%
SO D -0.23%
UPS C -0.23%
NKE D -0.22%
MDLZ F -0.21%
DUK C -0.21%
WM A -0.21%
PYPL B -0.21%
ICE C -0.21%
SHW A -0.21%
PH A -0.21%
CI F -0.21%
GEV B -0.21%
KLAC D -0.2%
APH A -0.2%
APO B -0.2%
USB A -0.19%
GD F -0.19%
MCK B -0.19%
CMG B -0.19%
ITW B -0.19%
MSI B -0.19%
CME A -0.19%
CTAS B -0.18%
AON A -0.18%
CL D -0.18%
CRWD B -0.18%
EOG A -0.18%
COF B -0.17%
ORLY B -0.17%
CEG D -0.17%
APD A -0.17%
EMR A -0.17%
BDX F -0.16%
FDX B -0.16%
CVS D -0.16%
NOC D -0.16%
TDG D -0.16%
CSX B -0.16%
FCX D -0.15%
GM B -0.15%
MAR B -0.15%
PCAR B -0.14%
ABNB C -0.14%
SRE A -0.14%
DASH A -0.14%
ROP B -0.14%
NSC B -0.14%
FTNT C -0.14%
PSA D -0.13%
AZO C -0.13%
PSX C -0.13%
MPC D -0.13%
MET A -0.12%
CPRT A -0.12%
AIG B -0.12%
AEP D -0.12%
D C -0.11%
RSG A -0.1%
F C -0.1%
DELL C -0.09%
MNST C -0.09%
STZ D -0.09%
OXY D -0.08%
MRNA F -0.03%
EL F -0.03%
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