SUSL vs. DSI ETF Comparison
Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to iShares KLD 400 Social Index Fund (DSI)
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
$106.56
Average Daily Volume
20,371
293
DSI
iShares KLD 400 Social Index Fund
DSI Description
The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. 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 MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.Grade (RS Rating)
Last Trade
$114.20
Average Daily Volume
107,216
402
Performance
Period | SUSL | DSI |
---|---|---|
30 Days | 4.19% | 4.34% |
60 Days | 7.15% | 7.56% |
90 Days | 11.03% | 11.63% |
12 Months | 38.62% | 38.21% |
225 Overlapping Holdings
Symbol | Grade | Weight in SUSL | Weight in DSI | Overlap | |
---|---|---|---|---|---|
A | F | 0.15% | 0.15% | 0.15% | |
ACN | C | 0.81% | 0.81% | 0.81% | |
ADBE | C | 0.81% | 0.8% | 0.8% | |
ADP | A | 0.45% | 0.45% | 0.45% | |
ADSK | B | 0.24% | 0.24% | 0.24% | |
AKAM | F | 0.06% | 0.06% | 0.06% | |
ALGN | D | 0.06% | 0.06% | 0.06% | |
ALL | A | 0.18% | 0.18% | 0.18% | |
ALLE | D | 0.05% | 0.04% | 0.04% | |
ALLY | C | 0.04% | 0.04% | 0.04% | |
AMAT | F | 0.58% | 0.58% | 0.58% | |
AMD | F | 0.86% | 0.87% | 0.86% | |
AMGN | F | 0.64% | 0.62% | 0.62% | |
AMP | A | 0.19% | 0.19% | 0.19% | |
AMT | F | 0.37% | 0.33% | 0.33% | |
ANSS | B | 0.11% | 0.11% | 0.11% | |
APD | B | 0.25% | 0.25% | 0.25% | |
APTV | F | 0.06% | 0.05% | 0.05% | |
ATO | A | 0.08% | 0.08% | 0.08% | |
AVY | F | 0.06% | 0.06% | 0.06% | |
AWK | D | 0.1% | 0.09% | 0.09% | |
AXP | B | 0.59% | 0.59% | 0.59% | |
BALL | D | 0.07% | 0.07% | 0.07% | |
BBY | D | 0.07% | 0.07% | 0.07% | |
BEN | C | 0.02% | 0.02% | 0.02% | |
BG | D | 0.05% | 0.04% | 0.04% | |
BIIB | F | 0.1% | 0.09% | 0.09% | |
BK | B | 0.21% | 0.21% | 0.21% | |
BKNG | A | 0.63% | 0.6% | 0.6% | |
BKR | B | 0.14% | 0.15% | 0.14% | |
BLK | B | 0.56% | 0.55% | 0.55% | |
BMY | B | 0.43% | 0.4% | 0.4% | |
BR | A | 0.1% | 0.09% | 0.09% | |
BXP | D | 0.05% | 0.04% | 0.04% | |
CAG | F | 0.05% | 0.05% | 0.05% | |
CARR | D | 0.22% | 0.22% | 0.22% | |
CAT | B | 0.7% | 0.71% | 0.7% | |
CBRE | B | 0.15% | 0.14% | 0.14% | |
CCI | F | 0.18% | 0.16% | 0.16% | |
CDNS | B | 0.3% | 0.29% | 0.29% | |
CFG | B | 0.07% | 0.08% | 0.07% | |
CHD | B | 0.1% | 0.09% | 0.09% | |
CHRW | B | 0.05% | 0.04% | 0.04% | |
CI | D | 0.34% | 0.32% | 0.32% | |
CL | F | 0.27% | 0.25% | 0.25% | |
CLX | B | 0.08% | 0.07% | 0.07% | |
CMI | B | 0.18% | 0.17% | 0.17% | |
CMS | D | 0.08% | 0.07% | 0.07% | |
CNH | D | 0.04% | 0.04% | 0.04% | |
COO | D | 0.08% | 0.07% | 0.07% | |
COR | A | 0.16% | 0.16% | 0.16% | |
CPB | F | 0.03% | 0.03% | 0.03% | |
CRH | B | 0.25% | 0.25% | 0.25% | |
CRM | B | 1.08% | 1.08% | 1.08% | |
CSX | B | 0.25% | 0.25% | 0.25% | |
DAL | A | 0.03% | 0.04% | 0.03% | |
DE | D | 0.39% | 0.39% | 0.39% | |
DECK | B | 0.09% | 0.09% | 0.09% | |
DFS | B | 0.14% | 0.16% | 0.14% | |
DGX | A | 0.06% | 0.06% | 0.06% | |
DHR | F | 0.62% | 0.59% | 0.59% | |
DINO | D | 0.02% | 0.02% | 0.02% | |
DIS | C | 0.66% | 0.65% | 0.65% | |
DLR | B | 0.22% | 0.21% | 0.21% | |
DOC | C | 0.06% | 0.06% | 0.06% | |
DOV | A | 0.1% | 0.1% | 0.1% | |
DPZ | C | 0.06% | 0.06% | 0.06% | |
DRI | B | 0.07% | 0.07% | 0.07% | |
DVA | C | 0.03% | 0.03% | 0.03% | |
DXCM | C | 0.1% | 0.1% | 0.1% | |
EA | A | 0.15% | 0.14% | 0.14% | |
ECL | D | 0.24% | 0.23% | 0.23% | |
ED | D | 0.13% | 0.12% | 0.12% | |
ELV | F | 0.36% | 0.36% | 0.36% | |
EME | B | 0.08% | 0.09% | 0.08% | |
EQH | B | 0.06% | 0.06% | 0.06% | |
EQIX | C | 0.32% | 0.31% | 0.31% | |
ES | F | 0.08% | 0.08% | 0.08% | |
ETN | A | 0.5% | 0.52% | 0.5% | |
EW | F | 0.15% | 0.14% | 0.14% | |
EXC | D | 0.14% | 0.14% | 0.14% | |
EXPD | F | 0.06% | 0.06% | 0.06% | |
FBIN | F | 0.04% | 0.04% | 0.04% | |
FDS | A | 0.07% | 0.07% | 0.07% | |
FERG | B | 0.15% | 0.15% | 0.15% | |
FICO | A | 0.18% | 0.19% | 0.18% | |
FIS | C | 0.18% | 0.17% | 0.17% | |
FSLR | F | 0.08% | 0.07% | 0.07% | |
FTV | D | 0.09% | 0.09% | 0.09% | |
GEN | A | 0.06% | 0.06% | 0.06% | |
GGG | B | 0.05% | 0.05% | 0.05% | |
GILD | B | 0.42% | 0.44% | 0.42% | |
GIS | F | 0.14% | 0.13% | 0.13% | |
GOOG | B | 3.24% | 3.3% | 3.24% | |
GOOGL | B | 3.73% | 3.8% | 3.73% | |
GWW | B | 0.19% | 0.19% | 0.19% | |
HAL | D | 0.09% | 0.09% | 0.09% | |
HBAN | A | 0.08% | 0.09% | 0.08% | |
HCA | D | 0.27% | 0.25% | 0.25% | |
HD | B | 1.48% | 1.42% | 1.42% | |
HIG | C | 0.12% | 0.12% | 0.12% | |
HLT | A | 0.22% | 0.22% | 0.22% | |
HOLX | D | 0.07% | 0.07% | 0.07% | |
HPE | B | 0.1% | 0.1% | 0.1% | |
HPQ | B | 0.13% | 0.13% | 0.13% | |
HRL | F | 0.03% | 0.03% | 0.03% | |
HSIC | F | 0.03% | 0.03% | 0.03% | |
HUBS | A | 0.11% | 0.11% | 0.11% | |
HUM | F | 0.12% | 0.12% | 0.12% | |
IBM | D | 0.71% | 0.7% | 0.7% | |
ICE | D | 0.34% | 0.32% | 0.32% | |
IDXX | D | 0.13% | 0.13% | 0.13% | |
IEX | B | 0.06% | 0.06% | 0.06% | |
IFF | F | 0.1% | 0.08% | 0.08% | |
INTC | C | 0.37% | 0.4% | 0.37% | |
INTU | A | 0.65% | 0.67% | 0.65% | |
IP | B | 0.07% | 0.07% | 0.07% | |
IQV | F | 0.15% | 0.14% | 0.14% | |
IR | A | 0.15% | 0.15% | 0.15% | |
IRM | C | 0.14% | 0.12% | 0.12% | |
ITW | B | 0.3% | 0.29% | 0.29% | |
JBHT | B | 0.06% | 0.06% | 0.06% | |
JCI | B | 0.19% | 0.2% | 0.19% | |
K | A | 0.08% | 0.08% | 0.08% | |
KDP | D | 0.13% | 0.13% | 0.13% | |
KEY | B | 0.06% | 0.06% | 0.06% | |
KEYS | B | 0.1% | 0.1% | 0.1% | |
KMB | F | 0.17% | 0.16% | 0.16% | |
KMX | C | 0.04% | 0.04% | 0.04% | |
KNX | B | 0.03% | 0.03% | 0.03% | |
KO | F | 1.0% | 0.93% | 0.93% | |
KR | A | 0.15% | 0.15% | 0.15% | |
LH | B | 0.07% | 0.07% | 0.07% | |
LII | B | 0.07% | 0.07% | 0.07% | |
LIN | D | 0.82% | 0.8% | 0.8% | |
LKQ | D | 0.04% | 0.04% | 0.04% | |
LNG | B | 0.16% | 0.17% | 0.16% | |
LOW | B | 0.57% | 0.54% | 0.54% | |
LRCX | F | 0.37% | 0.37% | 0.37% | |
LW | C | 0.04% | 0.04% | 0.04% | |
LYB | F | 0.08% | 0.08% | 0.08% | |
MA | A | 1.57% | 1.54% | 1.54% | |
MCD | D | 0.8% | 0.76% | 0.76% | |
MCO | C | 0.28% | 0.27% | 0.27% | |
MKC | D | 0.07% | 0.07% | 0.07% | |
MKTX | C | 0.04% | 0.04% | 0.04% | |
MMC | C | 0.41% | 0.39% | 0.39% | |
MMM | D | 0.26% | 0.26% | 0.26% | |
MPC | D | 0.2% | 0.19% | 0.19% | |
MRK | F | 0.96% | 0.92% | 0.92% | |
MS | A | 0.54% | 0.56% | 0.54% | |
MSFT | C | 10.87% | 10.75% | 10.75% | |
MTD | F | 0.11% | 0.11% | 0.11% | |
NDAQ | B | 0.12% | 0.12% | 0.12% | |
NEM | F | 0.2% | 0.19% | 0.19% | |
NI | A | 0.06% | 0.06% | 0.06% | |
NKE | F | 0.35% | 0.33% | 0.33% | |
NOW | A | 0.74% | 0.75% | 0.74% | |
NTRS | A | 0.08% | 0.08% | 0.08% | |
NVDA | A | 12.87% | 13.11% | 12.87% | |
NXPI | F | 0.22% | 0.22% | 0.22% | |
OC | B | 0.06% | 0.06% | 0.06% | |
OKE | A | 0.21% | 0.22% | 0.21% | |
OMC | B | 0.08% | 0.07% | 0.07% | |
PEP | F | 0.86% | 0.81% | 0.81% | |
PFG | C | 0.07% | 0.07% | 0.07% | |
PG | D | 1.46% | 1.38% | 1.38% | |
PGR | B | 0.54% | 0.54% | 0.54% | |
PLD | F | 0.4% | 0.38% | 0.38% | |
PNC | A | 0.28% | 0.29% | 0.28% | |
PNR | B | 0.06% | 0.06% | 0.06% | |
PODD | B | 0.06% | 0.06% | 0.06% | |
POOL | D | 0.05% | 0.05% | 0.05% | |
PPG | F | 0.11% | 0.11% | 0.11% | |
PRU | B | 0.16% | 0.16% | 0.16% | |
PSX | D | 0.19% | 0.19% | 0.19% | |
PTC | B | 0.09% | 0.08% | 0.08% | |
PWR | B | 0.17% | 0.17% | 0.17% | |
PYPL | B | 0.3% | 0.29% | 0.29% | |
RCL | A | 0.19% | 0.19% | 0.19% | |
RF | A | 0.08% | 0.08% | 0.08% | |
RIVN | F | 0.03% | 0.03% | 0.03% | |
ROK | B | 0.11% | 0.11% | 0.11% | |
SBAC | D | 0.09% | 0.09% | 0.09% | |
SCHW | A | 0.4% | 0.4% | 0.4% | |
SJM | F | 0.05% | 0.04% | 0.04% | |
SNPS | B | 0.3% | 0.31% | 0.3% | |
SPGI | D | 0.59% | 0.57% | 0.57% | |
SRE | A | 0.19% | 0.2% | 0.19% | |
STE | F | 0.08% | 0.08% | 0.08% | |
STT | B | 0.1% | 0.1% | 0.1% | |
STX | D | 0.08% | 0.08% | 0.08% | |
SYF | B | 0.08% | 0.09% | 0.08% | |
TEAM | B | 0.13% | 0.13% | 0.13% | |
TECH | C | 0.05% | 0.04% | 0.04% | |
TFC | A | 0.21% | 0.22% | 0.21% | |
TGT | C | 0.26% | 0.25% | 0.25% | |
TRGP | A | 0.14% | 0.14% | 0.14% | |
TRMB | B | 0.06% | 0.06% | 0.06% | |
TROW | B | 0.1% | 0.1% | 0.1% | |
TRU | D | 0.07% | 0.07% | 0.07% | |
TRV | B | 0.21% | 0.21% | 0.21% | |
TSCO | D | 0.11% | 0.11% | 0.11% | |
TSLA | B | 2.7% | 3.05% | 2.7% | |
TT | A | 0.33% | 0.32% | 0.32% | |
TWLO | B | 0.05% | 0.05% | 0.05% | |
TXN | B | 0.69% | 0.71% | 0.69% | |
ULTA | C | 0.07% | 0.07% | 0.07% | |
UNP | D | 0.53% | 0.53% | 0.53% | |
UPS | D | 0.36% | 0.35% | 0.35% | |
URI | B | 0.2% | 0.21% | 0.2% | |
V | A | 1.73% | 1.72% | 1.72% | |
VLO | D | 0.16% | 0.16% | 0.16% | |
VLTO | D | 0.1% | 0.09% | 0.09% | |
VZ | D | 0.65% | 0.61% | 0.61% | |
WAT | B | 0.09% | 0.08% | 0.08% | |
WDAY | B | 0.19% | 0.2% | 0.19% | |
WELL | B | 0.3% | 0.29% | 0.29% | |
WSM | F | 0.06% | 0.06% | 0.06% | |
WST | C | 0.09% | 0.08% | 0.08% | |
WTRG | B | 0.04% | 0.04% | 0.04% | |
WTW | A | 0.12% | 0.12% | 0.12% | |
XYL | D | 0.11% | 0.11% | 0.11% | |
ZBH | C | 0.08% | 0.08% | 0.08% | |
ZTS | F | 0.3% | 0.28% | 0.28% |
SUSL Overweight 68 Positions Relative to DSI
Symbol | Grade | Weight | |
---|---|---|---|
LLY | D | 2.44% | |
JNJ | F | 1.43% | |
GE | C | 0.72% | |
CMCSA | B | 0.62% | |
TJX | B | 0.48% | |
PANW | A | 0.44% | |
FI | A | 0.44% | |
MELI | D | 0.36% | |
CTAS | A | 0.29% | |
USB | B | 0.28% | |
MRVL | B | 0.28% | |
ORLY | A | 0.26% | |
COF | B | 0.24% | |
WMB | A | 0.24% | |
SLB | D | 0.22% | |
AFL | C | 0.21% | |
AZO | C | 0.2% | |
DHI | D | 0.19% | |
DASH | A | 0.18% | |
PAYX | B | 0.17% | |
IT | A | 0.15% | |
ODFL | B | 0.15% | |
ACGL | D | 0.14% | |
LULU | C | 0.14% | |
YUM | B | 0.14% | |
GEHC | D | 0.14% | |
NUE | C | 0.13% | |
CHTR | B | 0.13% | |
MLM | B | 0.13% | |
EBAY | D | 0.12% | |
EIX | D | 0.12% | |
AXON | B | 0.12% | |
NVR | D | 0.11% | |
PHM | D | 0.11% | |
RJF | A | 0.11% | |
SW | C | 0.1% | |
TTWO | A | 0.1% | |
WY | F | 0.09% | |
NTAP | C | 0.09% | |
STLD | B | 0.08% | |
LPLA | A | 0.08% | |
WDC | D | 0.08% | |
CBOE | D | 0.08% | |
NRG | B | 0.07% | |
MOH | F | 0.07% | |
DOCU | A | 0.06% | |
AVTR | F | 0.06% | |
GPC | D | 0.06% | |
BURL | C | 0.06% | |
MANH | C | 0.06% | |
ZS | B | 0.06% | |
DAY | B | 0.05% | |
NBIX | C | 0.05% | |
ENPH | F | 0.05% | |
JNPR | C | 0.05% | |
TFX | F | 0.04% | |
NLY | C | 0.04% | |
AIZ | A | 0.04% | |
FOXA | A | 0.04% | |
CTLT | C | 0.04% | |
SOLV | C | 0.04% | |
IPG | F | 0.04% | |
BBWI | C | 0.03% | |
AZPN | B | 0.03% | |
ACI | C | 0.03% | |
WBA | D | 0.03% | |
TTC | D | 0.03% | |
FOX | A | 0.02% |
SUSL Underweight 177 Positions Relative to DSI
Symbol | Grade | Weight | |
---|---|---|---|
ABBV | D | -1.27% | |
ORCL | A | -1.1% | |
CSCO | A | -0.84% | |
VRTX | B | -0.46% | |
ADI | D | -0.4% | |
SBUX | B | -0.39% | |
CB | D | -0.38% | |
SHW | B | -0.33% | |
MDLZ | F | -0.32% | |
PH | B | -0.32% | |
CME | B | -0.29% | |
MSI | B | -0.28% | |
BDX | D | -0.24% | |
MAR | A | -0.24% | |
AJG | B | -0.23% | |
ROP | B | -0.22% | |
NSC | B | -0.22% | |
PCAR | B | -0.21% | |
SPG | B | -0.2% | |
FTNT | A | -0.19% | |
TEL | B | -0.17% | |
FAST | B | -0.17% | |
CPRT | B | -0.17% | |
SYY | B | -0.14% | |
DELL | C | -0.14% | |
GLW | B | -0.14% | |
MCHP | F | -0.14% | |
CTSH | A | -0.14% | |
WAB | B | -0.13% | |
RMD | B | -0.13% | |
GRMN | A | -0.12% | |
AVB | B | -0.12% | |
CNC | F | -0.12% | |
VEEV | B | -0.12% | |
MTB | B | -0.12% | |
KHC | F | -0.11% | |
ON | D | -0.11% | |
CAH | B | -0.1% | |
EQR | D | -0.09% | |
ILMN | C | -0.09% | |
ADM | F | -0.09% | |
VTR | C | -0.09% | |
WBD | C | -0.08% | |
BLDR | D | -0.08% | |
SNA | A | -0.07% | |
ZBRA | A | -0.07% | |
EL | F | -0.06% | |
L | B | -0.06% | |
GWRE | A | -0.06% | |
FLEX | B | -0.06% | |
MAS | D | -0.06% | |
HST | C | -0.05% | |
TTEK | C | -0.05% | |
BMRN | F | -0.05% | |
UDR | D | -0.05% | |
SWK | F | -0.05% | |
FFIV | B | -0.05% | |
SWKS | F | -0.05% | |
AYI | A | -0.04% | |
AIT | A | -0.04% | |
PAYC | B | -0.04% | |
ALB | C | -0.04% | |
OKTA | C | -0.04% | |
LECO | B | -0.04% | |
FTI | B | -0.04% | |
JLL | C | -0.04% | |
R | B | -0.03% | |
JAZZ | B | -0.03% | |
VFC | C | -0.03% | |
CGNX | B | -0.03% | |
MIDD | C | -0.03% | |
ALV | C | -0.03% | |
FLS | B | -0.03% | |
MHK | D | -0.03% | |
RHI | B | -0.03% | |
BWA | B | -0.03% | |
VOYA | A | -0.03% | |
HAS | D | -0.03% | |
ZION | B | -0.03% | |
FRT | C | -0.03% | |
NYT | C | -0.03% | |
AXTA | B | -0.03% | |
MOS | D | -0.03% | |
CMA | B | -0.03% | |
AOS | F | -0.03% | |
LUMN | B | -0.03% | |
GME | C | -0.03% | |
ARMK | C | -0.03% | |
INGR | B | -0.03% | |
HOG | F | -0.02% | |
FUL | F | -0.02% | |
GVA | B | -0.02% | |
AN | D | -0.02% | |
SIG | B | -0.02% | |
ORA | C | -0.02% | |
ASGN | B | -0.02% | |
NJR | B | -0.02% | |
LUV | B | -0.02% | |
GAP | C | -0.02% | |
AL | B | -0.02% | |
UGI | D | -0.02% | |
ST | F | -0.02% | |
SON | F | -0.02% | |
TKR | F | -0.02% | |
SEE | C | -0.02% | |
EXPO | D | -0.02% | |
ITRI | B | -0.02% | |
PVH | C | -0.02% | |
WHR | B | -0.02% | |
AGCO | F | -0.02% | |
LNC | B | -0.02% | |
IVZ | C | -0.02% | |
DAR | B | -0.02% | |
UHAL | C | -0.02% | |
NOV | D | -0.02% | |
MTN | D | -0.02% | |
MAT | C | -0.02% | |
ONB | A | -0.02% | |
MTH | D | -0.02% | |
TILE | B | -0.01% | |
MODG | F | -0.01% | |
UA | B | -0.01% | |
BKE | A | -0.01% | |
TDOC | C | -0.01% | |
LZB | C | -0.01% | |
TNC | F | -0.01% | |
CAR | C | -0.01% | |
WWW | B | -0.01% | |
CABO | C | -0.01% | |
PDCO | D | -0.01% | |
LCID | F | -0.01% | |
FL | D | -0.01% | |
UAA | B | -0.01% | |
KSS | F | -0.01% | |
JWN | B | -0.01% | |
WLY | A | -0.01% | |
CPRI | F | -0.01% | |
MTX | B | -0.01% | |
HNI | B | -0.01% | |
AVA | C | -0.01% | |
ARCB | C | -0.01% | |
TDC | D | -0.01% | |
HBI | B | -0.01% | |
RNG | C | -0.01% | |
BOH | B | -0.01% | |
ZI | C | -0.01% | |
MAN | F | -0.01% | |
WU | F | -0.01% | |
COLM | B | -0.01% | |
ICFI | C | -0.01% | |
MDU | F | -0.01% | |
PCH | F | -0.01% | |
XRAY | F | -0.01% | |
NWL | B | -0.01% | |
CATY | B | -0.01% | |
CDP | C | -0.01% | |
IBOC | B | -0.01% | |
MAC | B | -0.01% | |
CHH | B | -0.01% | |
SEM | B | -0.01% | |
HOUS | F | -0.0% | |
CMP | D | -0.0% | |
RDUS | C | -0.0% | |
ACCO | B | -0.0% | |
KELYA | F | -0.0% | |
ETD | D | -0.0% | |
SCHL | D | -0.0% | |
HAIN | F | -0.0% | |
HSII | B | -0.0% | |
DLX | B | -0.0% | |
ODP | F | -0.0% | |
JACK | D | -0.0% | |
CLB | B | -0.0% | |
XRX | F | -0.0% | |
SCS | C | -0.0% | |
UNFI | B | -0.0% | |
MD | B | -0.0% |
SUSL: Top Represented Industries & Keywords
DSI: Top Represented Industries & Keywords