SUSA vs. RAFE ETF Comparison
Comparison of iShares MSCI USA ESG Select ETF (SUSA) to PIMCO RAFI ESG U.S. ETF (RAFE)
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
$119.85
Average Daily Volume
53,029
Number of Holdings
*
175
* may have additional holdings in another (foreign) market
RAFE
PIMCO RAFI ESG U.S. ETF
RAFE Description
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.Grade (RS Rating)
Last Trade
$36.85
Average Daily Volume
5,207
Number of Holdings
*
233
* may have additional holdings in another (foreign) market
Performance
| Period | SUSA | RAFE |
|---|---|---|
| 30 Days | 2.74% | 2.88% |
| 60 Days | 5.46% | 3.07% |
| 90 Days | 6.52% | 4.25% |
| 12 Months | 31.15% | 24.22% |
92 Overlapping Holdings
| Symbol | Grade | Weight in SUSA | Weight in RAFE | Overlap | |
|---|---|---|---|---|---|
| A | C | 1.0% | 0.14% | 0.14% | |
| AAPL | C | 1.0% | 5.36% | 1.0% | |
| ACN | C | 1.0% | 0.76% | 0.76% | |
| ADBE | F | 1.0% | 0.59% | 0.59% | |
| ADP | B | 1.0% | 0.33% | 0.33% | |
| AKAM | D | 1.0% | 0.06% | 0.06% | |
| AMAT | D | 1.0% | 0.7% | 0.7% | |
| AMD | D | 1.0% | 0.12% | 0.12% | |
| AMGN | B | 1.0% | 1.06% | 1.0% | |
| AMT | C | 1.0% | 0.18% | 0.18% | |
| ANET | B | 1.0% | 0.01% | 0.01% | |
| AVGO | C | 1.0% | 0.97% | 0.97% | |
| AXP | B | 1.0% | 0.5% | 0.5% | |
| BALL | C | 1.0% | 0.14% | 0.14% | |
| BBY | C | 1.0% | 0.45% | 0.45% | |
| BIIB | F | 1.0% | 0.28% | 0.28% | |
| BK | B | 1.0% | 0.16% | 0.16% | |
| BKNG | C | 1.0% | 0.05% | 0.05% | |
| CARR | B | 1.0% | 0.32% | 0.32% | |
| CBRE | A | 1.0% | 0.26% | 0.26% | |
| CCI | C | 1.0% | 0.26% | 0.26% | |
| CDNS | D | 1.0% | 0.09% | 0.09% | |
| CHD | D | 1.0% | 0.05% | 0.05% | |
| CMI | C | 1.0% | 0.26% | 0.26% | |
| CRM | D | 1.0% | 0.24% | 0.24% | |
| CSCO | C | 1.0% | 1.98% | 1.0% | |
| DGX | B | 1.0% | 0.09% | 0.09% | |
| DHR | B | 1.0% | 0.35% | 0.35% | |
| DIS | D | 1.0% | 0.8% | 0.8% | |
| DVA | B | 1.0% | 0.16% | 0.16% | |
| EA | D | 1.0% | 0.22% | 0.22% | |
| ECL | B | 1.0% | 0.24% | 0.24% | |
| ELV | C | 1.0% | 1.05% | 1.0% | |
| EQIX | C | 1.0% | 0.18% | 0.18% | |
| EW | F | 1.0% | 0.11% | 0.11% | |
| FIS | B | 1.0% | 0.33% | 0.33% | |
| GILD | B | 1.0% | 0.71% | 0.71% | |
| GIS | B | 1.0% | 0.29% | 0.29% | |
| GWW | B | 1.0% | 0.14% | 0.14% | |
| HD | B | 1.0% | 1.36% | 1.0% | |
| HOLX | C | 1.0% | 0.08% | 0.08% | |
| HPE | D | 1.0% | 0.42% | 0.42% | |
| HPQ | D | 1.0% | 0.52% | 0.52% | |
| HUM | F | 1.0% | 0.28% | 0.28% | |
| IBM | B | 1.0% | 1.59% | 1.0% | |
| IFF | B | 1.0% | 0.08% | 0.08% | |
| INTC | F | 1.0% | 1.59% | 1.0% | |
| IRM | C | 1.0% | 0.18% | 0.18% | |
| JCI | B | 1.0% | 0.38% | 0.38% | |
| K | B | 1.0% | 0.14% | 0.14% | |
| KDP | B | 1.0% | 0.12% | 0.12% | |
| KEYS | C | 1.0% | 0.04% | 0.04% | |
| KHC | C | 1.0% | 0.19% | 0.19% | |
| KMB | D | 1.0% | 0.29% | 0.29% | |
| KO | C | 1.0% | 0.94% | 0.94% | |
| LIN | B | 1.0% | 1.08% | 1.0% | |
| LKQ | F | 1.0% | 0.07% | 0.07% | |
| LLY | C | 1.0% | 0.74% | 0.74% | |
| LOW | B | 1.0% | 0.88% | 0.88% | |
| LRCX | F | 1.0% | 0.44% | 0.44% | |
| MA | B | 1.0% | 0.6% | 0.6% | |
| MCO | B | 1.0% | 0.14% | 0.14% | |
| MMM | B | 1.0% | 0.96% | 0.96% | |
| MRK | D | 1.0% | 1.62% | 1.0% | |
| MRVL | C | 1.0% | 0.06% | 0.06% | |
| MSFT | C | 1.0% | 4.9% | 1.0% | |
| MU | F | 1.0% | 0.76% | 0.76% | |
| NDAQ | A | 1.0% | 0.01% | 0.01% | |
| NEM | B | 1.0% | 0.44% | 0.44% | |
| NFLX | B | 1.0% | 0.12% | 0.12% | |
| NTRS | A | 1.0% | 0.04% | 0.04% | |
| NVDA | D | 1.0% | 0.5% | 0.5% | |
| OC | D | 1.0% | 0.14% | 0.14% | |
| PG | C | 1.0% | 2.43% | 1.0% | |
| PGR | B | 1.0% | 0.3% | 0.3% | |
| PPG | D | 1.0% | 0.17% | 0.17% | |
| PRU | C | 1.0% | 0.45% | 0.45% | |
| QCOM | D | 1.0% | 1.36% | 1.0% | |
| SNPS | F | 1.0% | 0.06% | 0.06% | |
| SOLV | C | 1.0% | 0.1% | 0.1% | |
| SPGI | B | 1.0% | 0.16% | 0.16% | |
| STT | B | 1.0% | 0.2% | 0.2% | |
| TGT | C | 1.0% | 0.91% | 0.91% | |
| TSCO | C | 1.0% | 0.09% | 0.09% | |
| TSLA | C | 1.0% | 0.33% | 0.33% | |
| TXN | C | 1.0% | 0.73% | 0.73% | |
| V | C | 1.0% | 0.85% | 0.85% | |
| VZ | B | 1.0% | 0.99% | 0.99% | |
| WAT | C | 1.0% | 0.08% | 0.08% | |
| WDC | D | 1.0% | 0.3% | 0.3% | |
| WELL | C | 1.0% | 0.28% | 0.28% | |
| ZTS | C | 1.0% | 0.12% | 0.12% |
SUSA Overweight 83 Positions Relative to RAFE
| Symbol | Grade | Weight | |
|---|---|---|---|
| SNOW | F | 1.0% | |
| PWR | B | 1.0% | |
| DXCM | F | 1.0% | |
| LULU | D | 1.0% | |
| RCL | B | 1.0% | |
| TFC | C | 1.0% | |
| NI | B | 1.0% | |
| IT | B | 1.0% | |
| STX | C | 1.0% | |
| AVTR | B | 1.0% | |
| NUE | F | 1.0% | |
| CAT | B | 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 | D | 1.0% | |
| HUBS | D | 1.0% | |
| MDB | D | 1.0% | |
| SYF | C | 1.0% | |
| MKC | C | 1.0% | |
| MTD | D | 1.0% | |
| FSLR | C | 1.0% | |
| FDS | C | 1.0% | |
| ALNY | C | 1.0% | |
| CNH | D | 1.0% | |
| LH | C | 1.0% | |
| KR | C | 1.0% | |
| TWLO | D | 1.0% | |
| MELI | B | 1.0% | |
| TRMB | C | 1.0% | |
| ZBH | F | 1.0% | |
| ANSS | D | 1.0% | |
| MOH | D | 1.0% | |
| COO | B | 1.0% | |
| WST | D | 1.0% | |
| PNC | B | 1.0% | |
| VLO | F | 1.0% | |
| ACGL | C | 1.0% | |
| HCA | B | 1.0% | |
| PANW | D | 1.0% | |
| AXON | B | 1.0% | |
| ED | C | 1.0% | |
| MMC | C | 1.0% | |
| SLB | F | 1.0% | |
| GDDY | C | 1.0% | |
| STE | C | 1.0% | |
| HBAN | B | 1.0% | |
| VRTX | D | 1.0% | |
| WSM | D | 1.0% | |
| BKR | C | 1.0% | |
| LII | B | 1.0% | |
| TRV | C | 1.0% | |
| ES | C | 1.0% | |
| NXPI | F | 1.0% | |
| BG | D | 1.0% | |
| VLTO | C | 1.0% | |
| WDAY | D | 1.0% | |
| BR | D | 1.0% | |
| CHRW | B | 1.0% | |
| IDXX | C | 1.0% | |
| XYL | D | 1.0% | |
| COST | B | 1.0% | |
| TRGP | B | 1.0% | |
| GE | B | 1.0% | |
| CLX | C | 1.0% | |
| FERG | D | 1.0% | |
| DECK | C | 1.0% | |
| LNG | C | 1.0% | |
| ADSK | C | 1.0% | |
| PNR | B | 1.0% | |
| NOW | B | 1.0% | |
| EXPD | C | 1.0% | |
| MS | D | 1.0% | |
| PEP | C | 1.0% | |
| CRH | B | 1.0% | |
| INTU | C | 1.0% | |
| OKE | B | 1.0% | |
| TT | B | 1.0% | |
| GOOG | D | 1.0% | |
| GOOGL | D | 1.0% |
SUSA Underweight 141 Positions Relative to RAFE
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | D | -3.02% | |
| JNJ | C | -2.83% | |
| C | D | -2.39% | |
| PFE | C | -2.06% | |
| T | C | -2.04% | |
| META | B | -1.93% | |
| WFC | D | -1.87% | |
| GM | C | -1.53% | |
| ABBV | C | -1.52% | |
| BMY | C | -1.23% | |
| ORCL | C | -1.22% | |
| CI | C | -1.2% | |
| BAC | D | -1.16% | |
| CMCSA | D | -1.16% | |
| UNH | C | -1.03% | |
| ABT | C | -0.95% | |
| F | F | -0.85% | |
| MET | B | -0.56% | |
| DD | B | -0.51% | |
| BLK | B | -0.5% | |
| ALL | B | -0.49% | |
| DOW | D | -0.47% | |
| GS | C | -0.45% | |
| FDX | C | -0.45% | |
| CL | D | -0.42% | |
| UPS | D | -0.41% | |
| PYPL | B | -0.41% | |
| TJX | B | -0.4% | |
| DE | B | -0.4% | |
| NKE | D | -0.38% | |
| WM | D | -0.34% | |
| TMUS | C | -0.32% | |
| MCK | F | -0.29% | |
| MDLZ | B | -0.28% | |
| APD | B | -0.28% | |
| IP | B | -0.28% | |
| BDX | D | -0.27% | |
| NTAP | D | -0.25% | |
| EBAY | B | -0.24% | |
| ITW | C | -0.23% | |
| CAH | C | -0.23% | |
| ADI | C | -0.22% | |
| HIG | B | -0.22% | |
| ADM | D | -0.21% | |
| AMP | A | -0.21% | |
| CVS | D | -0.21% | |
| EIX | C | -0.2% | |
| WY | C | -0.2% | |
| LUMN | C | -0.2% | |
| VTR | C | -0.19% | |
| MAR | C | -0.19% | |
| SYY | D | -0.19% | |
| SYK | C | -0.17% | |
| JNPR | B | -0.17% | |
| JLL | B | -0.17% | |
| MSI | B | -0.16% | |
| CTSH | C | -0.16% | |
| KLAC | D | -0.15% | |
| WHR | D | -0.15% | |
| GEHC | C | -0.15% | |
| PLD | C | -0.14% | |
| EQR | B | -0.14% | |
| VFC | C | -0.14% | |
| BSX | B | -0.14% | |
| SHW | B | -0.14% | |
| TSN | C | -0.13% | |
| DG | F | -0.13% | |
| PARA | F | -0.13% | |
| AVB | B | -0.13% | |
| BAX | C | -0.13% | |
| ARW | C | -0.13% | |
| PFG | B | -0.13% | |
| KSS | F | -0.13% | |
| OMC | B | -0.12% | |
| MOS | F | -0.12% | |
| AWK | B | -0.12% | |
| PKG | B | -0.11% | |
| WBA | F | -0.11% | |
| CDW | D | -0.1% | |
| ISRG | B | -0.1% | |
| HLT | B | -0.1% | |
| CF | C | -0.1% | |
| VTRS | D | -0.1% | |
| GAP | F | -0.1% | |
| PVH | F | -0.09% | |
| EL | F | -0.09% | |
| LNC | D | -0.09% | |
| HST | C | -0.09% | |
| TER | D | -0.09% | |
| FITB | B | -0.09% | |
| LEA | F | -0.08% | |
| SWK | B | -0.08% | |
| OTIS | C | -0.08% | |
| AVT | C | -0.08% | |
| SJM | C | -0.08% | |
| ON | D | -0.08% | |
| MHK | C | -0.08% | |
| FOXA | B | -0.08% | |
| USFD | B | -0.07% | |
| HAS | B | -0.07% | |
| FAST | C | -0.07% | |
| DOX | C | -0.07% | |
| GPC | D | -0.07% | |
| PAYX | C | -0.07% | |
| TPR | C | -0.07% | |
| EQH | C | -0.06% | |
| O | C | -0.06% | |
| MCHP | F | -0.06% | |
| RSG | D | -0.06% | |
| MAA | B | -0.06% | |
| DOV | B | -0.06% | |
| DXC | C | -0.05% | |
| FL | D | -0.05% | |
| XRX | D | -0.05% | |
| HSY | C | -0.05% | |
| CPB | C | -0.05% | |
| ESS | B | -0.05% | |
| DELL | D | -0.05% | |
| NWL | C | -0.04% | |
| TROW | D | -0.04% | |
| CTVA | B | -0.04% | |
| ROK | D | -0.04% | |
| OGN | D | -0.04% | |
| CAG | C | -0.04% | |
| HUN | D | -0.04% | |
| HSIC | C | -0.04% | |
| WU | F | -0.04% | |
| FLEX | C | -0.04% | |
| KD | D | -0.03% | |
| AAP | F | -0.03% | |
| VNO | C | -0.03% | |
| AGCO | D | -0.03% | |
| ORLY | C | -0.02% | |
| NWSA | D | -0.02% | |
| ILMN | C | -0.02% | |
| GT | F | -0.02% | |
| KLG | C | -0.01% | |
| WAB | A | -0.01% | |
| HRL | C | -0.01% | |
| MAN | C | -0.01% | |
| KIM | C | -0.01% |
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
RAFE: Top Represented Industries & Keywords
Industries:
Semiconductors
Drug Manufacturers - Major
Packaged Foods
Information Technology Services
Asset Management
Household & Personal Products
Specialty Retail
Credit Services
Diagnostics & Research
Diversified Industrials
Health Care Plans
Software - Application
Specialty Chemicals
Telecom Services
Banks - Global
Business Services
Chemicals
Communication Equipment
Insurance - Life
Medical Devices
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Insurance
Semiconductor
Medicine
Real Estate Investment Trust
Telecommunications
Integrated Circuits
Mobile Devices
Cloud Computing
Information And Communications Technology
Bank
Department Store
Electronics
Pharmaceutical Products
Aerospace
Banking
Chemical
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