SUSA vs. IYG ETF Comparison
Comparison of iShares MSCI USA ESG Select ETF (SUSA) to iShares U.S. Financial Services ETF (IYG)
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
$120.00
Average Daily Volume
53,508
Number of Holdings
*
175
* may have additional holdings in another (foreign) market
IYG
iShares U.S. Financial Services ETF
IYG Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial services sector. 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 Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$71.54
Average Daily Volume
40,290
Number of Holdings
*
103
* may have additional holdings in another (foreign) market
Performance
| Period | SUSA | IYG |
|---|---|---|
| 30 Days | 0.85% | 1.99% |
| 60 Days | 3.70% | 3.37% |
| 90 Days | 4.81% | 8.18% |
| 12 Months | 27.89% | 32.31% |
15 Overlapping Holdings
| Symbol | Grade | Weight in SUSA | Weight in IYG | Overlap | |
|---|---|---|---|---|---|
| AXP | B | 1.0% | 1.0% | 1.0% | |
| BK | A | 1.0% | 1.0% | 1.0% | |
| FDS | C | 1.0% | 1.0% | 1.0% | |
| HBAN | B | 1.0% | 1.0% | 1.0% | |
| MA | B | 1.0% | 1.0% | 1.0% | |
| MCO | A | 1.0% | 1.0% | 1.0% | |
| MS | D | 1.0% | 1.0% | 1.0% | |
| NDAQ | B | 1.0% | 1.0% | 1.0% | |
| NTRS | B | 1.0% | 1.0% | 1.0% | |
| PNC | B | 1.0% | 1.0% | 1.0% | |
| SPGI | B | 1.0% | 1.0% | 1.0% | |
| STT | A | 1.0% | 1.0% | 1.0% | |
| SYF | C | 1.0% | 1.0% | 1.0% | |
| TFC | D | 1.0% | 1.0% | 1.0% | |
| V | B | 1.0% | 1.0% | 1.0% |
SUSA Overweight 160 Positions Relative to IYG
| Symbol | Grade | Weight | |
|---|---|---|---|
| SNOW | F | 1.0% | |
| PWR | B | 1.0% | |
| DXCM | F | 1.0% | |
| LULU | D | 1.0% | |
| AKAM | D | 1.0% | |
| WDC | D | 1.0% | |
| OC | C | 1.0% | |
| RCL | B | 1.0% | |
| KHC | C | 1.0% | |
| LIN | B | 1.0% | |
| PPG | C | 1.0% | |
| NI | B | 1.0% | |
| IT | B | 1.0% | |
| BIIB | F | 1.0% | |
| STX | D | 1.0% | |
| HUM | F | 1.0% | |
| AVTR | B | 1.0% | |
| SOLV | C | 1.0% | |
| NUE | F | 1.0% | |
| CAT | C | 1.0% | |
| REGN | C | 1.0% | |
| PTC | D | 1.0% | |
| RIVN | F | 1.0% | |
| APTV | D | 1.0% | |
| FBIN | B | 1.0% | |
| IPG | C | 1.0% | |
| TEAM | F | 1.0% | |
| HUBS | D | 1.0% | |
| MDB | D | 1.0% | |
| MKC | B | 1.0% | |
| MTD | D | 1.0% | |
| FSLR | C | 1.0% | |
| BALL | C | 1.0% | |
| MRVL | C | 1.0% | |
| ALNY | B | 1.0% | |
| KDP | A | 1.0% | |
| CNH | C | 1.0% | |
| LH | B | 1.0% | |
| IFF | B | 1.0% | |
| KR | B | 1.0% | |
| TWLO | D | 1.0% | |
| HPQ | D | 1.0% | |
| HOLX | B | 1.0% | |
| MELI | B | 1.0% | |
| TRMB | C | 1.0% | |
| CARR | B | 1.0% | |
| ZBH | F | 1.0% | |
| IRM | B | 1.0% | |
| CHD | C | 1.0% | |
| NEM | B | 1.0% | |
| ANSS | F | 1.0% | |
| MOH | C | 1.0% | |
| COO | B | 1.0% | |
| WST | D | 1.0% | |
| MU | F | 1.0% | |
| TSCO | C | 1.0% | |
| JCI | B | 1.0% | |
| SNPS | D | 1.0% | |
| TGT | C | 1.0% | |
| DVA | B | 1.0% | |
| VLO | D | 1.0% | |
| ACGL | B | 1.0% | |
| FIS | B | 1.0% | |
| HCA | B | 1.0% | |
| ANET | B | 1.0% | |
| WELL | B | 1.0% | |
| PANW | D | 1.0% | |
| AXON | B | 1.0% | |
| QCOM | D | 1.0% | |
| BKNG | B | 1.0% | |
| ED | C | 1.0% | |
| MMC | C | 1.0% | |
| INTC | F | 1.0% | |
| SLB | F | 1.0% | |
| GDDY | C | 1.0% | |
| EW | F | 1.0% | |
| STE | C | 1.0% | |
| KEYS | C | 1.0% | |
| VRTX | D | 1.0% | |
| CBRE | A | 1.0% | |
| NFLX | B | 1.0% | |
| WAT | C | 1.0% | |
| WSM | C | 1.0% | |
| BKR | D | 1.0% | |
| LII | B | 1.0% | |
| A | C | 1.0% | |
| TRV | B | 1.0% | |
| DGX | B | 1.0% | |
| AMT | C | 1.0% | |
| BBY | B | 1.0% | |
| KMB | D | 1.0% | |
| ES | C | 1.0% | |
| NXPI | D | 1.0% | |
| PG | C | 1.0% | |
| LRCX | F | 1.0% | |
| DIS | D | 1.0% | |
| BG | D | 1.0% | |
| HPE | D | 1.0% | |
| VLTO | C | 1.0% | |
| WDAY | D | 1.0% | |
| LKQ | D | 1.0% | |
| BR | D | 1.0% | |
| VZ | B | 1.0% | |
| CHRW | B | 1.0% | |
| IDXX | C | 1.0% | |
| XYL | D | 1.0% | |
| EQIX | B | 1.0% | |
| COST | C | 1.0% | |
| CMI | C | 1.0% | |
| TRGP | B | 1.0% | |
| GE | B | 1.0% | |
| AMD | F | 1.0% | |
| CLX | C | 1.0% | |
| FERG | C | 1.0% | |
| MRK | D | 1.0% | |
| CDNS | D | 1.0% | |
| DECK | C | 1.0% | |
| EA | D | 1.0% | |
| CSCO | B | 1.0% | |
| GWW | B | 1.0% | |
| ACN | C | 1.0% | |
| CCI | B | 1.0% | |
| PGR | A | 1.0% | |
| LOW | B | 1.0% | |
| LNG | D | 1.0% | |
| ADSK | B | 1.0% | |
| ELV | C | 1.0% | |
| DHR | B | 1.0% | |
| PRU | C | 1.0% | |
| IBM | B | 1.0% | |
| PNR | B | 1.0% | |
| NOW | A | 1.0% | |
| AMGN | B | 1.0% | |
| MMM | B | 1.0% | |
| EXPD | B | 1.0% | |
| AMAT | D | 1.0% | |
| ZTS | B | 1.0% | |
| GIS | B | 1.0% | |
| CRM | D | 1.0% | |
| PEP | C | 1.0% | |
| CRH | B | 1.0% | |
| INTU | D | 1.0% | |
| GILD | B | 1.0% | |
| ADBE | D | 1.0% | |
| TSLA | C | 1.0% | |
| ADP | B | 1.0% | |
| OKE | B | 1.0% | |
| TT | B | 1.0% | |
| TXN | C | 1.0% | |
| ECL | B | 1.0% | |
| K | A | 1.0% | |
| AVGO | C | 1.0% | |
| HD | B | 1.0% | |
| GOOG | D | 1.0% | |
| LLY | C | 1.0% | |
| GOOGL | D | 1.0% | |
| KO | B | 1.0% | |
| NVDA | D | 1.0% | |
| AAPL | D | 1.0% | |
| MSFT | C | 1.0% |
SUSA Underweight 88 Positions Relative to IYG
| Symbol | Grade | Weight | |
|---|---|---|---|
| TFSL | C | -1.0% | |
| UWMC | C | -1.0% | |
| NATL | D | -1.0% | |
| CACC | D | -1.0% | |
| RKT | B | -1.0% | |
| FHI | A | -1.0% | |
| NYCB | D | -1.0% | |
| BOKF | B | -1.0% | |
| VIRT | B | -1.0% | |
| VLY | C | -1.0% | |
| OZK | D | -1.0% | |
| FCFS | C | -1.0% | |
| FFIN | B | -1.0% | |
| TPG | B | -1.0% | |
| UMBF | B | -1.0% | |
| SLM | C | -1.0% | |
| GBCI | B | -1.0% | |
| JHG | B | -1.0% | |
| UBSI | B | -1.0% | |
| HOMB | B | -1.0% | |
| FNB | D | -1.0% | |
| LAZ | A | -1.0% | |
| AMG | C | -1.0% | |
| RDN | B | -1.0% | |
| OMF | C | -1.0% | |
| BEN | F | -1.0% | |
| SNV | C | -1.0% | |
| ZION | D | -1.0% | |
| SEIC | B | -1.0% | |
| WTFC | B | -1.0% | |
| CFR | C | -1.0% | |
| MTG | B | -1.0% | |
| PB | B | -1.0% | |
| ESNT | B | -1.0% | |
| SSB | B | -1.0% | |
| IVZ | C | -1.0% | |
| PNFP | B | -1.0% | |
| CBSH | C | -1.0% | |
| BPOP | C | -1.0% | |
| WBS | C | -1.0% | |
| CMA | B | -1.0% | |
| OWL | C | -1.0% | |
| VOYA | A | -1.0% | |
| SOFI | C | -1.0% | |
| HLI | B | -1.0% | |
| MORN | C | -1.0% | |
| CG | C | -1.0% | |
| WAL | B | -1.0% | |
| FHN | D | -1.0% | |
| SF | A | -1.0% | |
| ALLY | F | -1.0% | |
| MKTX | C | -1.0% | |
| JEF | B | -1.0% | |
| EWBC | C | -1.0% | |
| HOOD | C | -1.0% | |
| EQH | C | -1.0% | |
| IBKR | B | -1.0% | |
| TW | A | -1.0% | |
| KEY | B | -1.0% | |
| LPLA | D | -1.0% | |
| CFG | D | -1.0% | |
| RF | B | -1.0% | |
| FCNCA | D | -1.0% | |
| RJF | C | -1.0% | |
| CBOE | C | -1.0% | |
| TROW | D | -1.0% | |
| ARES | B | -1.0% | |
| MTB | B | -1.0% | |
| FITB | B | -1.0% | |
| COIN | F | -1.0% | |
| DFS | C | -1.0% | |
| AMP | B | -1.0% | |
| MSCI | C | -1.0% | |
| APO | C | -1.0% | |
| COF | C | -1.0% | |
| USB | B | -1.0% | |
| CME | C | -1.0% | |
| KKR | B | -1.0% | |
| SCHW | D | -1.0% | |
| ICE | B | -1.0% | |
| BX | B | -1.0% | |
| C | D | -1.0% | |
| BLK | A | -1.0% | |
| GS | D | -1.0% | |
| WFC | D | -1.0% | |
| BAC | D | -1.0% | |
| JPM | D | -1.0% | |
| BRK.A | C | -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
IYG: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Credit Services
Banks - Global
Financial Data & Stock Exchanges
Insurance - Diversified
Insurance - Specialty
Software - Application
Specialty Finance
Business Services
Mortgage Finance
Savings & Cooperative Banks
Shell Companies
Software - Infrastructure
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Investment Bank
Deposit Products
Cash Management
Financial Products
Commercial Bank
Investment Banking
Investment Management
Real Estate Loans
Cash Management Services
Trust Services
Individual Retirement Account
Insurance
Asset Management
Hedge Funds
Investment Product
Loan
Compare ETFs
