SUSA vs. KRMA ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to Global X Conscious Companies ETF (KRMA)

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

KRMA

Global X Conscious Companies ETF

KRMA Description

The Global X Conscious Companies ETF seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Concinnity Conscious Companies Index.

Grade (RS Rating)

Last Trade

$40.25

Average Daily Volume

10,376

Number of Holdings ^*

151

* may have additional holdings in another (foreign) market

Performance

Period	SUSA	KRMA
30 Days	4.04%	3.13%
60 Days	4.55%	3.71%
90 Days	6.30%	4.90%
12 Months	32.95%	28.81%

73 Overlapping Holdings

Symbol	Grade	Weight in SUSA	Weight in KRMA	Overlap
A	D	0.37%	0.51%	0.37%
AAPL	C	4.77%	5.94%	4.77%
ADBE	C	1.02%	0.56%	0.56%
ADP	B	1.29%	0.53%	0.53%
ADSK	A	0.84%	0.55%	0.55%
AKAM	D	0.08%	0.44%	0.08%
AMAT	F	0.81%	0.51%	0.51%
AMD	F	0.55%	0.46%	0.46%
AMGN	D	0.66%	0.48%	0.48%
ANET	C	0.31%	0.5%	0.31%
AVGO	D	1.56%	0.51%	0.51%
AXP	A	1.02%	0.55%	0.55%
BK	A	0.67%	0.52%	0.52%
CAT	B	0.13%	0.51%	0.13%
CBRE	B	0.42%	0.5%	0.42%
CDNS	B	0.71%	0.62%	0.62%
CMI	A	0.67%	0.56%	0.56%
COST	B	0.57%	0.53%	0.53%
CRM	B	1.18%	0.59%	0.59%
CSCO	B	0.73%	0.53%	0.53%
DHR	F	0.6%	0.49%	0.49%
EA	A	0.72%	0.58%	0.58%
ELV	F	0.52%	0.5%	0.5%
FDS	B	0.16%	0.55%	0.16%
GILD	C	1.14%	0.53%	0.53%
GIS	D	0.74%	0.48%	0.48%
GOOGL	C	2.0%	2.69%	2.0%
HCA	F	0.23%	0.44%	0.23%
HD	A	1.68%	0.51%	0.51%
HPQ	B	0.21%	0.51%	0.21%
HUBS	A	0.19%	0.64%	0.19%
INTU	C	1.06%	0.6%	0.6%
IPG	D	0.11%	0.5%	0.11%
IT	C	0.1%	0.53%	0.1%
KEYS	A	0.34%	0.51%	0.34%
KMB	D	0.41%	0.49%	0.41%
KO	D	1.62%	0.47%	0.47%
LLY	F	1.31%	0.45%	0.45%
LULU	C	0.11%	0.56%	0.11%
MA	C	0.95%	0.52%	0.52%
MCO	B	0.54%	0.53%	0.53%
MRK	F	0.51%	0.47%	0.47%
MS	A	1.12%	0.56%	0.56%
MSFT	F	4.66%	5.33%	4.66%
MU	D	0.26%	0.47%	0.26%
NDAQ	A	0.26%	0.53%	0.26%
NFLX	A	0.49%	0.57%	0.49%
NOW	A	0.91%	0.55%	0.55%
NUE	C	0.11%	0.53%	0.11%
NVDA	C	5.47%	6.16%	5.47%
OKE	A	1.53%	0.56%	0.56%
PANW	C	0.31%	0.55%	0.31%
PEP	F	0.81%	0.49%	0.49%
PG	A	0.46%	0.5%	0.46%
PGR	A	0.69%	0.53%	0.53%
PRU	A	0.8%	0.51%	0.51%
QCOM	F	0.29%	0.5%	0.29%
REGN	F	0.08%	0.43%	0.08%
SNPS	B	0.29%	0.57%	0.29%
SPGI	C	0.59%	0.53%	0.53%
SYF	B	0.19%	0.6%	0.19%
TGT	F	0.27%	0.52%	0.27%
TRMB	B	0.25%	0.6%	0.25%
TRV	B	0.45%	0.51%	0.45%
TSLA	B	1.8%	0.61%	0.61%
TXN	C	1.28%	0.51%	0.51%
V	A	0.99%	0.56%	0.56%
VLO	C	0.28%	0.55%	0.28%
VRTX	F	0.35%	0.53%	0.35%
VZ	C	0.5%	0.5%	0.5%
WAT	B	0.4%	0.59%	0.4%
WDAY	B	0.51%	0.58%	0.51%
ZTS	D	0.8%	0.49%	0.49%

SUSA Overweight 102 Positions Relative to KRMA

Symbol	Grade	Weight
GOOG	C	1.91%
TT	A	1.5%
K	A	1.38%
ECL	D	1.3%
CRH	A	1.19%
PNR	A	0.92%
LNG	B	0.85%
GWW	B	0.78%
TRGP	B	0.78%
EXPD	D	0.77%
MMM	D	0.77%
IBM	C	0.76%
DECK	A	0.74%
LOW	D	0.72%
ACN	C	0.67%
HPE	B	0.65%
FERG	B	0.63%
DIS	B	0.62%
GE	D	0.59%
EQIX	A	0.58%
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%
LRCX	F	0.46%
DGX	A	0.45%
BG	F	0.45%
NXPI	D	0.44%
IDXX	F	0.44%
LII	A	0.44%
WSM	B	0.42%
HBAN	A	0.41%
ES	D	0.4%
INTC	D	0.39%
BBY	D	0.39%
GDDY	A	0.39%
BKNG	A	0.38%
AMT	D	0.36%
EW	C	0.34%
SLB	C	0.34%
TWLO	A	0.31%
JCI	C	0.3%
WELL	A	0.29%
MMC	B	0.29%
PNC	B	0.29%
STE	F	0.28%
DVA	B	0.27%
ED	D	0.27%
FIS	C	0.27%
TSCO	D	0.25%
ANSS	B	0.24%
WST	C	0.23%
ACGL	D	0.23%
ZBH	C	0.22%
CHD	B	0.22%
CARR	D	0.21%
IRM	D	0.21%
TEAM	A	0.2%
COO	D	0.2%
KR	B	0.2%
HOLX	D	0.19%
MELI	D	0.19%
MRVL	B	0.19%
LH	C	0.18%
NEM	D	0.18%
MOH	F	0.18%
NTRS	A	0.18%
CNH	C	0.17%
IFF	D	0.15%
BALL	D	0.14%
RCL	A	0.14%
ALNY	D	0.14%
STT	A	0.13%
FSLR	F	0.13%
KDP	D	0.13%
PTC	A	0.13%
MDB	C	0.13%
MTD	D	0.12%
PWR	A	0.12%
MKC	D	0.12%
TFC	A	0.11%
SOLV	C	0.11%
NI	A	0.11%
FBIN	D	0.11%
OC	A	0.11%
APTV	D	0.1%
WDC	D	0.1%
DXCM	D	0.1%
STX	D	0.1%
RIVN	F	0.09%
LIN	D	0.09%
PPG	F	0.09%
SNOW	C	0.09%
BIIB	F	0.08%
AVTR	F	0.08%
HUM	C	0.08%
KHC	F	0.08%

SUSA Underweight 78 Positions Relative to KRMA

Symbol	Grade	Weight
AMZN	C	-2.82%
META	D	-1.52%
DFS	B	-0.62%
MCK	B	-0.62%
COF	B	-0.61%
BMY	B	-0.57%
DELL	C	-0.57%
SCHW	B	-0.56%
ORCL	B	-0.55%
JPM	A	-0.55%
BAC	A	-0.55%
CTSH	B	-0.55%
MAR	B	-0.55%
CVX	A	-0.55%
EOG	A	-0.55%
COP	C	-0.55%
CAH	B	-0.55%
C	A	-0.55%
PYPL	B	-0.54%
ITW	B	-0.54%
MSI	B	-0.54%
UNH	C	-0.54%
STLD	B	-0.54%
TROW	B	-0.54%
HLT	A	-0.54%
SYK	C	-0.54%
BWA	D	-0.53%
BSX	B	-0.53%
APH	A	-0.53%
ULTA	F	-0.53%
ISRG	A	-0.53%
CMCSA	B	-0.53%
TMUS	B	-0.52%
CI	F	-0.52%
UNP	C	-0.52%
WMT	A	-0.52%
YUM	B	-0.52%
SBUX	A	-0.52%
PAYX	C	-0.52%
ABT	B	-0.51%
DT	C	-0.51%
VRSN	F	-0.51%
LDOS	C	-0.51%
RMD	C	-0.5%
LFUS	F	-0.5%
AVY	D	-0.5%
AVT	C	-0.5%
MET	A	-0.5%
AFL	B	-0.5%
EBAY	D	-0.5%
NTAP	C	-0.5%
LEA	D	-0.5%
J	F	-0.5%
NKE	D	-0.49%
IQV	D	-0.49%
CNC	D	-0.49%
JLL	D	-0.49%
DE	A	-0.49%
TMO	F	-0.49%
PFG	D	-0.49%
UPS	C	-0.49%
HIG	B	-0.49%
GD	F	-0.49%
DKS	C	-0.49%
BAH	F	-0.48%
EXC	C	-0.48%
MDLZ	F	-0.48%
RTX	C	-0.48%
AWK	D	-0.48%
PHM	D	-0.48%
PLD	D	-0.48%
LMT	D	-0.48%
CL	D	-0.47%
ADI	D	-0.47%
JNJ	D	-0.47%
ABBV	D	-0.46%
DOW	F	-0.44%
CDW	F	-0.42%