SUSL vs. DGRW ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to WisdomTree U.S. Dividend Growth Fund (DGRW)

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$106.16

Average Daily Volume

22,593

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

DGRW

WisdomTree U.S. Dividend Growth Fund

DGRW Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$84.82

Average Daily Volume

507,539

Number of Holdings ^*

296

* may have additional holdings in another (foreign) market

Performance

Period	SUSL	DGRW
30 Days	3.38%	1.33%
60 Days	5.08%	2.25%
90 Days	6.25%	3.75%
12 Months	32.87%	27.75%

105 Overlapping Holdings

Symbol	Grade	Weight in SUSL	Weight in DGRW	Overlap
A	D	0.14%	0.07%	0.07%
ADP	B	0.45%	0.83%	0.45%
ALLY	C	0.04%	0.11%	0.04%
AMAT	F	0.53%	0.31%	0.31%
AMGN	D	0.56%	1.32%	0.56%
AMP	A	0.2%	0.23%	0.2%
APD	A	0.26%	0.49%	0.26%
AVY	D	0.06%	0.07%	0.06%
AXP	A	0.61%	0.8%	0.61%
BALL	D	0.07%	0.07%	0.07%
BBY	D	0.06%	0.21%	0.06%
BEN	C	0.02%	0.12%	0.02%
BKR	B	0.16%	0.3%	0.16%
BR	A	0.1%	0.12%	0.1%
CARR	D	0.22%	0.23%	0.22%
CHRW	C	0.05%	0.1%	0.05%
CI	F	0.34%	0.51%	0.34%
CL	D	0.27%	0.5%	0.27%
COF	B	0.25%	0.39%	0.25%
CSX	B	0.25%	0.25%	0.25%
CTAS	B	0.29%	0.23%	0.23%
DFS	B	0.16%	0.32%	0.16%
DHI	D	0.17%	0.13%	0.13%
DOV	A	0.1%	0.11%	0.1%
DPZ	C	0.06%	0.04%	0.04%
DRI	B	0.07%	0.17%	0.07%
EBAY	D	0.11%	0.2%	0.11%
ECL	D	0.23%	0.2%	0.2%
ELV	F	0.34%	0.3%	0.3%
EQH	B	0.06%	0.12%	0.06%
EXPD	D	0.06%	0.05%	0.05%
FBIN	D	0.03%	0.03%	0.03%
FDS	B	0.07%	0.04%	0.04%
GE	D	0.71%	0.23%	0.23%
GEN	B	0.06%	0.1%	0.06%
GGG	B	0.05%	0.04%	0.04%
GILD	C	0.4%	1.12%	0.4%
GOOG	C	3.09%	1.34%	1.34%
GOOGL	C	3.56%	1.4%	1.4%
GPC	D	0.06%	0.12%	0.06%
GWW	B	0.19%	0.14%	0.14%
HAL	C	0.1%	0.14%	0.1%
HCA	F	0.24%	0.22%	0.22%
HD	A	1.47%	2.93%	1.47%
HIG	B	0.13%	0.23%	0.13%
HLT	A	0.23%	0.09%	0.09%
HPQ	B	0.13%	0.35%	0.13%
HUM	C	0.13%	0.07%	0.07%
INTU	C	0.69%	0.32%	0.32%
ITW	B	0.29%	0.51%	0.29%
JBHT	C	0.05%	0.04%	0.04%
JNJ	D	1.35%	3.08%	1.35%
KMB	D	0.17%	0.46%	0.17%
KO	D	0.94%	2.34%	0.94%
LH	C	0.07%	0.06%	0.06%
LII	A	0.08%	0.06%	0.06%
LKQ	D	0.04%	0.07%	0.04%
LLY	F	2.19%	1.44%	1.44%
LPLA	A	0.09%	0.04%	0.04%
LRCX	F	0.35%	0.26%	0.26%
LW	C	0.04%	0.03%	0.03%
MA	C	1.55%	0.74%	0.74%
MCD	D	0.75%	1.36%	0.75%
MCO	B	0.28%	0.18%	0.18%
MKTX	D	0.04%	0.03%	0.03%
MLM	B	0.13%	0.06%	0.06%
MMC	B	0.4%	0.42%	0.4%
MS	A	0.6%	2.5%	0.6%
MSFT	F	10.54%	6.81%	6.81%
NKE	D	0.33%	0.34%	0.33%
NRG	B	0.07%	0.17%	0.07%
NTAP	C	0.09%	0.13%	0.09%
NVDA	C	13.05%	3.66%	3.66%
ODFL	B	0.15%	0.06%	0.06%
PAYX	C	0.17%	0.4%	0.17%
PEP	F	0.8%	1.83%	0.8%
PFG	D	0.07%	0.21%	0.07%
PG	A	1.47%	2.76%	1.47%
PGR	A	0.56%	0.18%	0.18%
PHM	D	0.1%	0.06%	0.06%
POOL	C	0.05%	0.04%	0.04%
PPG	F	0.1%	0.14%	0.1%
PWR	A	0.18%	0.06%	0.06%
ROK	B	0.11%	0.15%	0.11%
SBAC	D	0.09%	0.08%	0.08%
SCHW	B	0.44%	0.59%	0.44%
SPGI	C	0.59%	0.37%	0.37%
SYF	B	0.09%	0.21%	0.09%
TECH	D	0.04%	0.01%	0.01%
TGT	F	0.2%	0.48%	0.2%
TJX	A	0.49%	0.56%	0.49%
TRGP	B	0.16%	0.26%	0.16%
TRV	B	0.22%	0.35%	0.22%
TSCO	D	0.11%	0.16%	0.11%
TTC	D	0.03%	0.03%	0.03%
TXN	C	0.65%	1.57%	0.65%
UNP	C	0.53%	0.9%	0.53%
UPS	C	0.35%	1.06%	0.35%
URI	B	0.2%	0.19%	0.19%
V	A	1.76%	1.11%	1.11%
WSM	B	0.08%	0.1%	0.08%
WST	C	0.08%	0.03%	0.03%
WY	D	0.08%	0.15%	0.08%
YUM	B	0.14%	0.19%	0.14%
ZTS	D	0.29%	0.19%	0.19%

SUSL Overweight 188 Positions Relative to DGRW

Symbol	Grade	Weight
TSLA	B	3.52%
CRM	B	1.18%
MRK	F	0.91%
ACN	C	0.82%
ADBE	C	0.81%
AMD	F	0.8%
LIN	D	0.79%
NOW	A	0.78%
DIS	B	0.76%
IBM	C	0.74%
CAT	B	0.69%
VZ	C	0.65%
BKNG	A	0.64%
CMCSA	B	0.62%
DHR	F	0.57%
LOW	D	0.55%
BLK	C	0.55%
ETN	A	0.54%
PANW	C	0.47%
FI	A	0.46%
BMY	B	0.43%
DE	A	0.41%
INTC	D	0.38%
PLD	D	0.38%
TT	A	0.34%
AMT	D	0.34%
ICE	C	0.33%
EQIX	A	0.32%
MELI	D	0.32%
PYPL	B	0.31%
SNPS	B	0.31%
PNC	B	0.3%
WELL	A	0.3%
CDNS	B	0.3%
USB	A	0.29%
MRVL	B	0.29%
ORLY	B	0.26%
WMB	A	0.26%
OKE	A	0.25%
ADSK	A	0.25%
CRH	A	0.25%
MMM	D	0.25%
TFC	A	0.23%
SLB	C	0.23%
SRE	A	0.22%
AFL	B	0.22%
DLR	B	0.22%
WDAY	B	0.21%
FICO	B	0.21%
NXPI	D	0.21%
RCL	A	0.21%
BK	A	0.21%
PSX	C	0.2%
MPC	D	0.2%
JCI	C	0.2%
LNG	B	0.19%
AZO	C	0.19%
DASH	A	0.19%
ALL	A	0.19%
NEM	D	0.18%
CMI	A	0.18%
VLO	C	0.17%
FIS	C	0.17%
COR	B	0.16%
AXON	A	0.16%
PRU	A	0.16%
CCI	D	0.16%
IT	C	0.15%
KR	B	0.15%
CBRE	B	0.15%
TEAM	A	0.15%
FERG	B	0.15%
IR	B	0.15%
EA	A	0.15%
EW	C	0.15%
EXC	C	0.14%
IRM	D	0.13%
NDAQ	A	0.13%
KDP	D	0.13%
HUBS	A	0.13%
GEHC	F	0.13%
GIS	D	0.13%
CHTR	C	0.13%
NUE	C	0.13%
LULU	C	0.13%
IQV	D	0.13%
ACGL	D	0.13%
WTW	B	0.12%
RJF	A	0.12%
EIX	B	0.12%
ED	D	0.12%
IDXX	F	0.12%
SW	A	0.11%
DXCM	D	0.11%
KEYS	A	0.11%
ANSS	B	0.11%
XYL	D	0.11%
TTWO	A	0.11%
VLTO	D	0.1%
TROW	B	0.1%
AWK	D	0.1%
FTV	C	0.1%
CHD	B	0.1%
DECK	A	0.1%
NVR	D	0.1%
HPE	B	0.1%
STT	A	0.1%
RF	A	0.09%
EME	C	0.09%
HBAN	A	0.09%
MTD	D	0.09%
CMS	C	0.08%
CLX	B	0.08%
STE	F	0.08%
CFG	B	0.08%
WDC	D	0.08%
STLD	B	0.08%
LYB	F	0.08%
WAT	B	0.08%
CBOE	B	0.08%
ES	D	0.08%
K	A	0.08%
ZBH	C	0.08%
NTRS	A	0.08%
ATO	A	0.08%
IFF	D	0.08%
BIIB	F	0.08%
PTC	A	0.08%
KEY	B	0.07%
PODD	C	0.07%
HOLX	D	0.07%
DGX	A	0.07%
FSLR	F	0.07%
ZS	C	0.07%
TRU	D	0.07%
IP	B	0.07%
COO	D	0.07%
STX	D	0.07%
MKC	D	0.07%
OMC	C	0.07%
DOC	D	0.06%
ALGN	D	0.06%
ULTA	F	0.06%
DOCU	A	0.06%
MANH	D	0.06%
TWLO	A	0.06%
NI	A	0.06%
OC	A	0.06%
IEX	B	0.06%
MOH	F	0.06%
TRMB	B	0.06%
BURL	A	0.06%
PNR	A	0.06%
DAY	B	0.05%
BG	F	0.05%
KMX	B	0.05%
NBIX	C	0.05%
CAG	D	0.05%
AVTR	F	0.05%
AKAM	D	0.05%
APTV	D	0.05%
NLY	C	0.04%
DAL	C	0.04%
SOLV	C	0.04%
WTRG	B	0.04%
CNH	C	0.04%
CTLT	B	0.04%
FOXA	B	0.04%
IPG	D	0.04%
JNPR	F	0.04%
AIZ	A	0.04%
BXP	D	0.04%
SJM	D	0.04%
ALLE	D	0.04%
DINO	D	0.03%
AZPN	A	0.03%
ACI	C	0.03%
RIVN	F	0.03%
CPB	D	0.03%
ENPH	F	0.03%
DVA	B	0.03%
TFX	F	0.03%
HRL	D	0.03%
KNX	B	0.03%
HSIC	B	0.03%
WBA	F	0.02%
FOX	A	0.02%
BBWI	D	0.02%

SUSL Underweight 191 Positions Relative to DGRW

Symbol	Grade	Weight
AAPL	C	-5.15%
AVGO	D	-3.75%
ABBV	D	-3.13%
CSCO	B	-2.1%
UNH	C	-2.07%
ORCL	B	-1.86%
GS	A	-1.69%
META	D	-1.38%
TMUS	B	-1.24%
LMT	D	-1.05%
ABT	B	-1.04%
QCOM	F	-0.99%
EOG	A	-0.93%
HON	B	-0.85%
COP	C	-0.79%
SBUX	A	-0.77%
COST	B	-0.69%
ADI	D	-0.53%
GD	F	-0.44%
SYK	C	-0.4%
WM	A	-0.39%
FDX	B	-0.38%
NSC	B	-0.38%
AIG	B	-0.32%
PH	A	-0.32%
NOC	D	-0.32%
KKR	A	-0.3%
SYY	B	-0.29%
FAST	B	-0.28%
MSI	B	-0.27%
RSG	A	-0.23%
MAR	B	-0.23%
KLAC	D	-0.22%
FANG	D	-0.21%
APH	A	-0.21%
LVS	C	-0.2%
DD	D	-0.2%
SHW	A	-0.2%
STZ	D	-0.18%
HSY	F	-0.17%
OTIS	C	-0.17%
FNF	B	-0.17%
OXY	D	-0.16%
HES	B	-0.16%
TPR	B	-0.15%
AJG	B	-0.15%
EQT	B	-0.14%
ROST	C	-0.13%
MSCI	C	-0.13%
JEF	A	-0.13%
WSO	A	-0.12%
EMN	D	-0.12%
LEN	D	-0.12%
OVV	B	-0.11%
WRB	A	-0.11%
MCK	B	-0.11%
SWKS	F	-0.1%
RMD	C	-0.1%
HUBB	B	-0.1%
ROL	B	-0.09%
DKS	C	-0.09%
OMF	A	-0.08%
RPM	A	-0.08%
MAS	D	-0.08%
ERIE	D	-0.08%
MRO	B	-0.08%
SSNC	B	-0.08%
FAF	A	-0.07%
VRT	B	-0.07%
WLK	D	-0.07%
TXRH	C	-0.07%
WAL	B	-0.07%
SF	B	-0.07%
BAH	F	-0.07%
TPL	A	-0.07%
CDW	F	-0.07%
VMC	B	-0.07%
CIVI	D	-0.06%
EVR	B	-0.06%
HWM	A	-0.06%
VRSK	A	-0.06%
NXST	C	-0.06%
CSL	C	-0.06%
MPWR	F	-0.05%
VOYA	B	-0.05%
NFG	A	-0.05%
HLI	B	-0.05%
REYN	D	-0.05%
EFX	F	-0.05%
RL	B	-0.05%
AOS	F	-0.04%
ALSN	B	-0.04%
WH	B	-0.04%
RLI	B	-0.04%
LECO	B	-0.04%
WEN	D	-0.04%
HII	D	-0.04%
NDSN	B	-0.04%
FLS	B	-0.04%
CE	F	-0.04%
RHI	B	-0.04%
RGLD	C	-0.03%
FIX	A	-0.03%
MTDR	B	-0.03%
SEE	C	-0.03%
HEI	B	-0.03%
GNTX	C	-0.03%
LSTR	D	-0.03%
LEA	D	-0.03%
PR	B	-0.03%
MAN	D	-0.03%
PAYC	B	-0.03%
BWA	D	-0.03%
ARMK	B	-0.03%
CBT	C	-0.03%
MGY	A	-0.03%
AVT	C	-0.03%
THO	B	-0.03%
MUR	D	-0.03%
SEIC	B	-0.03%
ITT	A	-0.03%
BERY	B	-0.03%
JKHY	D	-0.03%
BWXT	B	-0.03%
PRI	A	-0.03%
DCI	B	-0.03%
MSM	C	-0.03%
SNDR	B	-0.02%
WMS	D	-0.02%
MMS	F	-0.02%
CHDN	B	-0.02%
AAON	B	-0.02%
OLED	D	-0.02%
TTEK	F	-0.02%
OLN	D	-0.02%
WWD	B	-0.02%
AEO	F	-0.02%
IPAR	B	-0.02%
AWI	A	-0.02%
HEI	B	-0.02%
UFPI	B	-0.02%
SIGI	C	-0.02%
UHS	D	-0.02%
BSY	D	-0.02%
ASH	D	-0.02%
AIT	A	-0.02%
CHX	C	-0.02%
RRC	B	-0.02%
TKO	B	-0.02%
WCC	B	-0.02%
EXP	A	-0.02%
SM	B	-0.02%
MORN	B	-0.02%
BYD	C	-0.02%
HLNE	B	-0.02%
TER	D	-0.02%
JBL	B	-0.02%
LPX	B	-0.02%
CASY	A	-0.02%
EHC	B	-0.02%
CW	B	-0.02%
FSS	B	-0.01%
HXL	D	-0.01%
VNT	B	-0.01%
CNXC	F	-0.01%
MOG.A	B	-0.01%
FUL	F	-0.01%
POWI	D	-0.01%
BCC	B	-0.01%
BMI	B	-0.01%
LFUS	F	-0.01%
COKE	C	-0.01%
IBP	D	-0.01%
BRKR	D	-0.01%
PFSI	D	-0.01%
AMKR	D	-0.01%
LEN	D	-0.01%
AMG	B	-0.01%
KNSL	B	-0.01%
H	B	-0.01%
CHE	D	-0.01%
EXPO	D	-0.01%
NSP	D	-0.01%
DLB	B	-0.01%
ORA	B	-0.01%
NEU	C	-0.01%
ZWS	B	-0.01%
COLM	B	-0.01%
NFE	D	-0.0%
PVH	C	-0.0%
ASO	F	-0.0%