SUSA vs. LGH ETF Comparison

Comparison of iShares MSCI USA ESG Select ETF (SUSA) to HCM Defender 500 Index ETF (LGH)

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

LGH

HCM Defender 500 Index ETF

LGH Description

The investment seeks to provide investment results that correspond, before fees and expenses, generally to the performance of the HCM Defender 500 Index (the HCM 500 index). The fund seeks to achieve its investment objective by investing at least 80% of its net assets, including borrowings for investment purposes but exclusive of collateral held from securities lending, in securities included in the HCM 500 index. The HCM 500 index seeks to outperform the Solactive US Large Cap Index using a proprietary methodology.

Grade (RS Rating)

Last Trade

$53.26

Average Daily Volume

21,924

Number of Holdings ^*

452

* may have additional holdings in another (foreign) market

Performance

Period	SUSA	LGH
30 Days	4.04%	4.06%
60 Days	4.55%	5.93%
90 Days	6.30%	7.78%
12 Months	32.95%	37.26%

153 Overlapping Holdings

Symbol	Grade	Weight in SUSA	Weight in LGH	Overlap
A	D	0.37%	0.06%	0.06%
AAPL	C	4.77%	6.76%	4.77%
ACGL	D	0.23%	0.05%	0.05%
ACN	C	0.67%	0.35%	0.35%
ADBE	C	1.02%	0.33%	0.33%
ADP	B	1.29%	0.18%	0.18%
ADSK	A	0.84%	0.09%	0.09%
AKAM	D	0.08%	0.02%	0.02%
ALNY	D	0.14%	0.04%	0.04%
AMAT	F	0.81%	0.2%	0.2%
AMD	F	0.55%	0.32%	0.32%
AMGN	D	0.66%	0.22%	0.22%
AMT	D	0.36%	0.14%	0.14%
ANET	C	0.31%	0.14%	0.14%
ANSS	B	0.24%	0.04%	0.04%
AVGO	D	1.56%	1.37%	1.37%
AVTR	F	0.08%	0.02%	0.02%
AXON	A	0.48%	0.06%	0.06%
AXP	A	1.02%	0.24%	0.24%
BALL	D	0.14%	0.03%	0.03%
BBY	D	0.39%	0.03%	0.03%
BG	F	0.45%	0.02%	0.02%
BIIB	F	0.08%	0.03%	0.03%
BK	A	0.67%	0.09%	0.09%
BKNG	A	0.38%	0.26%	0.26%
BKR	B	0.51%	0.06%	0.06%
BR	A	0.54%	0.04%	0.04%
CARR	D	0.21%	0.09%	0.09%
CAT	B	0.13%	0.28%	0.13%
CBRE	B	0.42%	0.06%	0.06%
CCI	D	0.58%	0.06%	0.06%
CDNS	B	0.71%	0.12%	0.12%
CHD	B	0.22%	0.04%	0.04%
CLX	B	0.58%	0.03%	0.03%
CMI	A	0.67%	0.07%	0.07%
COST	B	0.57%	0.63%	0.57%
CRM	B	1.18%	0.45%	0.45%
CSCO	B	0.73%	0.34%	0.34%
DECK	A	0.74%	0.03%	0.03%
DGX	A	0.45%	0.03%	0.03%
DHR	F	0.6%	0.23%	0.23%
DIS	B	0.62%	0.29%	0.29%
DXCM	D	0.1%	0.04%	0.04%
EA	A	0.72%	0.06%	0.06%
ECL	D	1.3%	0.09%	0.09%
ED	D	0.27%	0.05%	0.05%
ELV	F	0.52%	0.14%	0.14%
EQIX	A	0.58%	0.12%	0.12%
ES	D	0.4%	0.03%	0.03%
EW	C	0.34%	0.06%	0.06%
EXPD	D	0.77%	0.02%	0.02%
FDS	B	0.16%	0.02%	0.02%
FIS	C	0.27%	0.07%	0.07%
FSLR	F	0.13%	0.03%	0.03%
GDDY	A	0.39%	0.05%	0.05%
GE	D	0.59%	0.28%	0.28%
GILD	C	1.14%	0.17%	0.17%
GIS	D	0.74%	0.06%	0.06%
GOOGL	C	2.0%	1.88%	1.88%
GWW	B	0.78%	0.06%	0.06%
HBAN	A	0.41%	0.04%	0.04%
HCA	F	0.23%	0.1%	0.1%
HD	A	1.68%	0.6%	0.6%
HOLX	D	0.19%	0.02%	0.02%
HPE	B	0.65%	0.04%	0.04%
HPQ	B	0.21%	0.05%	0.05%
HUBS	A	0.19%	0.04%	0.04%
HUM	C	0.08%	0.05%	0.05%
IBM	C	0.76%	0.3%	0.3%
IDXX	F	0.44%	0.05%	0.05%
IFF	D	0.15%	0.04%	0.04%
INTC	D	0.39%	0.15%	0.15%
INTU	C	1.06%	0.25%	0.25%
IRM	D	0.21%	0.04%	0.04%
IT	C	0.1%	0.05%	0.05%
JCI	C	0.3%	0.08%	0.08%
K	A	1.38%	0.03%	0.03%
KDP	D	0.13%	0.04%	0.04%
KEYS	A	0.34%	0.04%	0.04%
KHC	F	0.08%	0.03%	0.03%
KMB	D	0.41%	0.06%	0.06%
KO	D	1.62%	0.36%	0.36%
KR	B	0.2%	0.07%	0.07%
LH	C	0.18%	0.03%	0.03%
LIN	D	0.09%	0.32%	0.09%
LLY	F	1.31%	1.21%	1.21%
LNG	B	0.85%	0.07%	0.07%
LOW	D	0.72%	0.23%	0.23%
LRCX	F	0.46%	0.13%	0.13%
MA	C	0.95%	0.74%	0.74%
MCO	B	0.54%	0.11%	0.11%
MDB	C	0.13%	0.03%	0.03%
MKC	D	0.12%	0.03%	0.03%
MMC	B	0.29%	0.15%	0.15%
MMM	D	0.77%	0.1%	0.1%
MOH	F	0.18%	0.02%	0.02%
MRK	F	0.51%	0.38%	0.38%
MRVL	B	0.19%	0.11%	0.11%
MS	A	1.12%	0.26%	0.26%
MSFT	F	4.66%	6.15%	4.66%
MTD	D	0.12%	0.04%	0.04%
MU	D	0.26%	0.16%	0.16%
NDAQ	A	0.26%	0.04%	0.04%
NEM	D	0.18%	0.05%	0.05%
NFLX	A	0.49%	0.54%	0.49%
NOW	A	0.91%	0.29%	0.29%
NTRS	A	0.18%	0.03%	0.03%
NUE	C	0.11%	0.06%	0.06%
NVDA	C	5.47%	7.13%	5.47%
OKE	A	1.53%	0.1%	0.1%
PANW	C	0.31%	0.17%	0.17%
PEP	F	0.81%	0.32%	0.32%
PG	A	0.46%	0.61%	0.46%
PGR	A	0.69%	0.22%	0.22%
PNC	B	0.29%	0.12%	0.12%
PPG	F	0.09%	0.04%	0.04%
PRU	A	0.8%	0.07%	0.07%
PTC	A	0.13%	0.04%	0.04%
PWR	A	0.12%	0.07%	0.07%
QCOM	F	0.29%	0.24%	0.24%
RCL	A	0.14%	0.07%	0.07%
REGN	F	0.08%	0.11%	0.08%
SLB	C	0.34%	0.09%	0.09%
SNOW	C	0.09%	0.07%	0.07%
SNPS	B	0.29%	0.11%	0.11%
SPGI	C	0.59%	0.23%	0.23%
STE	F	0.28%	0.03%	0.03%
STT	A	0.13%	0.04%	0.04%
STX	D	0.1%	0.03%	0.03%
SYF	B	0.19%	0.03%	0.03%
TEAM	A	0.2%	0.06%	0.06%
TFC	A	0.11%	0.09%	0.09%
TGT	F	0.27%	0.08%	0.08%
TRGP	B	0.78%	0.07%	0.07%
TRMB	B	0.25%	0.02%	0.02%
TRV	B	0.45%	0.09%	0.09%
TSCO	D	0.25%	0.04%	0.04%
TSLA	B	1.8%	1.8%	1.8%
TT	A	1.5%	0.13%	0.13%
TXN	C	1.28%	0.26%	0.26%
V	A	0.99%	0.96%	0.96%
VLO	C	0.28%	0.07%	0.07%
VLTO	D	0.47%	0.03%	0.03%
VRTX	F	0.35%	0.17%	0.17%
VZ	C	0.5%	0.26%	0.26%
WAT	B	0.4%	0.03%	0.03%
WDAY	B	0.51%	0.07%	0.07%
WDC	D	0.1%	0.03%	0.03%
WELL	A	0.29%	0.1%	0.1%
WST	C	0.23%	0.03%	0.03%
XYL	D	0.51%	0.05%	0.05%
ZBH	C	0.22%	0.03%	0.03%
ZTS	D	0.8%	0.12%	0.12%

SUSA Overweight 22 Positions Relative to LGH

Symbol	Grade	Weight
GOOG	C	1.91%
CRH	A	1.19%
PNR	A	0.92%
FERG	B	0.63%
CHRW	C	0.57%
LKQ	D	0.49%
NXPI	D	0.44%
LII	A	0.44%
WSM	B	0.42%
TWLO	A	0.31%
DVA	B	0.27%
COO	D	0.2%
MELI	D	0.19%
CNH	C	0.17%
SOLV	C	0.11%
IPG	D	0.11%
LULU	C	0.11%
NI	A	0.11%
FBIN	D	0.11%
OC	A	0.11%
APTV	D	0.1%
RIVN	F	0.09%

SUSA Underweight 299 Positions Relative to LGH

Symbol	Grade	Weight
SPXL	B	-18.71%
AMZN	C	-3.64%
META	D	-2.42%
JPM	A	-1.34%
BRK.A	B	-1.2%
UNH	C	-1.04%
XOM	B	-1.03%
JNJ	D	-0.65%
WMT	A	-0.54%
BAC	A	-0.48%
ABBV	D	-0.45%
ORCL	B	-0.43%
CVX	A	-0.41%
WFC	A	-0.39%
MCD	D	-0.31%
ABT	B	-0.3%
TMO	F	-0.3%
PM	B	-0.3%
GS	A	-0.29%
ISRG	A	-0.28%
CMCSA	B	-0.26%
RTX	C	-0.25%
NEE	D	-0.24%
T	A	-0.24%
PFE	D	-0.22%
BLK	C	-0.21%
UNP	C	-0.21%
HON	B	-0.21%
TJX	A	-0.2%
BX	A	-0.2%
LMT	D	-0.2%
ETN	A	-0.2%
C	A	-0.19%
BSX	B	-0.19%
FI	A	-0.19%
UBER	D	-0.19%
COP	C	-0.19%
BMY	B	-0.18%
SYK	C	-0.18%
CB	C	-0.17%
SBUX	A	-0.17%
TMUS	B	-0.17%
MDT	D	-0.17%
PLD	D	-0.16%
PLTR	B	-0.16%
SCHW	B	-0.16%
DE	A	-0.16%
MO	A	-0.15%
ADI	D	-0.15%
NKE	D	-0.14%
SO	D	-0.14%
KKR	A	-0.14%
UPS	C	-0.14%
CI	F	-0.14%
GEV	B	-0.13%
SHW	A	-0.13%
MDLZ	F	-0.13%
PH	A	-0.13%
WM	A	-0.13%
DUK	C	-0.13%
PYPL	B	-0.13%
CL	D	-0.12%
ITW	B	-0.12%
KLAC	D	-0.12%
CRWD	B	-0.12%
CEG	D	-0.12%
GM	B	-0.12%
APH	A	-0.12%
ICE	C	-0.12%
MCK	B	-0.12%
NOC	D	-0.11%
AON	A	-0.11%
CTAS	B	-0.11%
USB	A	-0.11%
WMB	A	-0.11%
CVS	D	-0.11%
EOG	A	-0.11%
CME	A	-0.11%
BA	F	-0.11%
MSI	B	-0.11%
AJG	B	-0.1%
VRT	B	-0.1%
APO	B	-0.1%
CMG	B	-0.1%
CSX	B	-0.1%
TTD	B	-0.1%
COF	B	-0.1%
BDX	F	-0.1%
MAR	B	-0.1%
ORLY	B	-0.1%
EMR	A	-0.1%
NSC	B	-0.09%
SRE	A	-0.09%
KMI	A	-0.09%
AFL	B	-0.09%
HLT	A	-0.09%
SPG	B	-0.09%
COIN	C	-0.09%
GD	F	-0.09%
FTNT	C	-0.09%
FCX	D	-0.09%
FDX	B	-0.09%
MPC	D	-0.09%
APD	A	-0.09%
TDG	D	-0.08%
AIG	B	-0.08%
SQ	B	-0.08%
URI	B	-0.08%
ALL	A	-0.08%
PSA	D	-0.08%
ABNB	C	-0.08%
MET	A	-0.08%
ROP	B	-0.08%
AMP	A	-0.08%
PCAR	B	-0.08%
PSX	C	-0.08%
DLR	B	-0.08%
ROST	C	-0.07%
CPRT	A	-0.07%
LHX	C	-0.07%
HWM	A	-0.07%
FAST	B	-0.07%
AZO	C	-0.07%
CTVA	C	-0.07%
FICO	B	-0.07%
DASH	A	-0.07%
AEP	D	-0.07%
PCG	A	-0.07%
D	C	-0.07%
DHI	D	-0.07%
SYY	B	-0.06%
VMC	B	-0.06%
O	D	-0.06%
EXC	C	-0.06%
STZ	D	-0.06%
HIG	B	-0.06%
RSG	A	-0.06%
LEN	D	-0.06%
DDOG	A	-0.06%
HES	B	-0.06%
DFS	B	-0.06%
VRSK	A	-0.06%
CTSH	B	-0.06%
XEL	A	-0.06%
OTIS	C	-0.06%
COR	B	-0.06%
ODFL	B	-0.06%
KVUE	A	-0.06%
PAYX	C	-0.06%
MSCI	C	-0.06%
F	C	-0.06%
PEG	A	-0.06%
AME	A	-0.06%
WTW	B	-0.05%
DOW	F	-0.05%
ROK	B	-0.05%
GPN	B	-0.05%
RJF	A	-0.05%
NET	B	-0.05%
CNC	D	-0.05%
OXY	D	-0.05%
AVB	B	-0.05%
RMD	C	-0.05%
EIX	B	-0.05%
VICI	C	-0.05%
EXR	D	-0.05%
EFX	F	-0.05%
WAB	B	-0.05%
TPL	A	-0.05%
MCHP	D	-0.05%
GLW	B	-0.05%
IQV	D	-0.05%
GRMN	B	-0.05%
DD	D	-0.05%
MTB	A	-0.05%
CHTR	C	-0.05%
DAL	C	-0.05%
YUM	B	-0.05%
IR	B	-0.05%
DELL	C	-0.05%
FITB	A	-0.05%
MLM	B	-0.05%
VEEV	C	-0.05%
NTAP	C	-0.04%
CSL	C	-0.04%
SBAC	D	-0.04%
DTE	C	-0.04%
UAL	A	-0.04%
CDW	F	-0.04%
WY	D	-0.04%
DVN	F	-0.04%
TROW	B	-0.04%
WBD	C	-0.04%
RF	A	-0.04%
MPWR	F	-0.04%
HSY	F	-0.04%
PPL	B	-0.04%
EQR	B	-0.04%
AWK	D	-0.04%
FANG	D	-0.04%
ILMN	D	-0.04%
HAL	C	-0.04%
CAH	B	-0.04%
ADM	D	-0.04%
FTV	C	-0.04%
CSGP	D	-0.04%
MNST	C	-0.04%
GEHC	F	-0.04%
VTR	C	-0.04%
DOV	A	-0.04%
ON	D	-0.04%
EBAY	D	-0.04%
ETR	B	-0.04%
TTWO	A	-0.04%
WEC	A	-0.04%
PHM	D	-0.04%
RS	B	-0.03%
ZBRA	B	-0.03%
GPC	D	-0.03%
IP	B	-0.03%
EQT	B	-0.03%
TER	D	-0.03%
PFG	D	-0.03%
CMS	C	-0.03%
CFG	B	-0.03%
TRU	D	-0.03%
PINS	D	-0.03%
RBLX	C	-0.03%
MAA	B	-0.03%
LNT	A	-0.03%
ATO	A	-0.03%
ZM	B	-0.03%
STLD	B	-0.03%
BAX	D	-0.03%
OMC	C	-0.03%
CTRA	B	-0.03%
TSN	B	-0.03%
TYL	B	-0.03%
WRB	A	-0.03%
MAS	D	-0.03%
LPLA	A	-0.03%
LUV	C	-0.03%
ESS	B	-0.03%
INVH	D	-0.03%
DRI	B	-0.03%
MKL	A	-0.03%
SMCI	F	-0.03%
LYB	F	-0.03%
HUBB	B	-0.03%
BRO	B	-0.03%
EXPE	B	-0.03%
CINF	A	-0.03%
PKG	A	-0.03%
TDY	B	-0.03%
LDOS	C	-0.03%
FE	C	-0.03%
CBOE	B	-0.03%
CPAY	A	-0.03%
NVR	D	-0.03%
AEE	A	-0.03%
ARES	A	-0.03%
BMRN	D	-0.02%
JKHY	D	-0.02%
EVRG	A	-0.02%
RVTY	F	-0.02%
RPM	A	-0.02%
MRNA	F	-0.02%
KIM	A	-0.02%
SWKS	F	-0.02%
SSNC	B	-0.02%
VTRS	A	-0.02%
DLTR	F	-0.02%
CAG	D	-0.02%
EL	F	-0.02%
J	F	-0.02%
JBL	B	-0.02%
SWK	D	-0.02%
DG	F	-0.02%
JBHT	C	-0.02%
LVS	C	-0.02%
POOL	C	-0.02%
GEN	B	-0.02%
ULTA	F	-0.02%
SUI	D	-0.02%
ARE	D	-0.02%
ENTG	D	-0.02%
TXT	D	-0.02%
PODD	C	-0.02%
AVY	D	-0.02%
DPZ	C	-0.02%
IEX	B	-0.02%
MRO	B	-0.02%
ALGN	D	-0.02%
CF	B	-0.02%
KEY	B	-0.02%
CNP	B	-0.02%
BAH	F	-0.02%
VRSN	F	-0.02%
WPC	D	-0.01%