SUSL vs. ESGA ETF Comparison
Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to American Century Sustainable Equity ETF (ESGA)
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
$105.82
Average Daily Volume
22,593
Number of Holdings
*
293
* may have additional holdings in another (foreign) market
ESGA
American Century Sustainable Equity ETF
ESGA Description
The investment seeks long-term capital growth. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stock's value and growth potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable equity securities. The fund is not permitted to invest in securities issued by companies assigned the Global Industry Classification Standard (GICS) or the Bloomberg Industry Classification Standard (BICS) for the tobacco industry.Grade (RS Rating)
Last Trade
$71.87
Average Daily Volume
19,070
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
| Period | SUSL | ESGA |
|---|---|---|
| 30 Days | 3.38% | 2.15% |
| 60 Days | 5.08% | 2.90% |
| 90 Days | 6.25% | 3.81% |
| 12 Months | 32.87% | 26.79% |
62 Overlapping Holdings
| Symbol | Grade | Weight in SUSL | Weight in ESGA | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.14% | 0.97% | 0.14% | |
| ACN | C | 0.82% | 0.77% | 0.77% | |
| ADBE | C | 0.81% | 0.24% | 0.24% | |
| AMAT | F | 0.53% | 0.81% | 0.53% | |
| AMD | F | 0.8% | 1.28% | 0.8% | |
| AMGN | D | 0.56% | 0.44% | 0.44% | |
| AMP | A | 0.2% | 0.62% | 0.2% | |
| APTV | D | 0.05% | 0.45% | 0.05% | |
| AXP | A | 0.61% | 0.68% | 0.61% | |
| BALL | D | 0.07% | 0.5% | 0.07% | |
| BLK | C | 0.55% | 0.78% | 0.55% | |
| BMY | B | 0.43% | 0.22% | 0.22% | |
| CDNS | B | 0.3% | 0.81% | 0.3% | |
| CI | F | 0.34% | 0.89% | 0.34% | |
| CL | D | 0.27% | 0.29% | 0.27% | |
| CMI | A | 0.18% | 0.8% | 0.18% | |
| CRM | B | 1.18% | 0.49% | 0.49% | |
| DE | A | 0.41% | 0.42% | 0.41% | |
| DECK | A | 0.1% | 0.29% | 0.1% | |
| DHR | F | 0.57% | 1.26% | 0.57% | |
| DIS | B | 0.76% | 0.36% | 0.36% | |
| DXCM | D | 0.11% | 0.23% | 0.11% | |
| ECL | D | 0.23% | 0.7% | 0.23% | |
| EQIX | A | 0.32% | 0.71% | 0.32% | |
| ETN | A | 0.54% | 0.94% | 0.54% | |
| GOOGL | C | 3.56% | 3.94% | 3.56% | |
| HD | A | 1.47% | 1.66% | 1.47% | |
| IBM | C | 0.74% | 0.8% | 0.74% | |
| ICE | C | 0.33% | 0.47% | 0.33% | |
| IDXX | F | 0.12% | 0.29% | 0.12% | |
| JCI | C | 0.2% | 1.04% | 0.2% | |
| KMX | B | 0.05% | 0.29% | 0.05% | |
| LIN | D | 0.79% | 1.1% | 0.79% | |
| LKQ | D | 0.04% | 0.42% | 0.04% | |
| LLY | F | 2.19% | 1.21% | 1.21% | |
| MA | C | 1.55% | 0.84% | 0.84% | |
| MMC | B | 0.4% | 0.61% | 0.4% | |
| MRK | F | 0.91% | 0.82% | 0.82% | |
| MS | A | 0.6% | 1.26% | 0.6% | |
| MSFT | F | 10.54% | 7.98% | 7.98% | |
| NOW | A | 0.78% | 0.29% | 0.29% | |
| NVDA | C | 13.05% | 6.6% | 6.6% | |
| PEP | F | 0.8% | 1.12% | 0.8% | |
| PG | A | 1.47% | 0.83% | 0.83% | |
| PGR | A | 0.56% | 0.75% | 0.56% | |
| PLD | D | 0.38% | 1.43% | 0.38% | |
| PRU | A | 0.16% | 0.48% | 0.16% | |
| RF | A | 0.09% | 0.83% | 0.09% | |
| SLB | C | 0.23% | 0.93% | 0.23% | |
| SPGI | C | 0.59% | 1.16% | 0.59% | |
| TGT | F | 0.2% | 0.8% | 0.2% | |
| TJX | A | 0.49% | 1.01% | 0.49% | |
| TSCO | D | 0.11% | 0.59% | 0.11% | |
| TSLA | B | 3.52% | 0.96% | 0.96% | |
| UNP | C | 0.53% | 0.83% | 0.53% | |
| UPS | C | 0.35% | 0.46% | 0.35% | |
| URI | B | 0.2% | 0.31% | 0.2% | |
| V | A | 1.76% | 1.49% | 1.49% | |
| VZ | C | 0.65% | 0.93% | 0.65% | |
| WDAY | B | 0.21% | 0.54% | 0.21% | |
| XYL | D | 0.11% | 0.59% | 0.11% | |
| ZTS | D | 0.29% | 0.86% | 0.29% |
SUSL Overweight 231 Positions Relative to ESGA
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | C | 3.09% | |
| JNJ | D | 1.35% | |
| KO | D | 0.94% | |
| MCD | D | 0.75% | |
| GE | D | 0.71% | |
| INTU | C | 0.69% | |
| CAT | B | 0.69% | |
| TXN | C | 0.65% | |
| BKNG | A | 0.64% | |
| CMCSA | B | 0.62% | |
| LOW | D | 0.55% | |
| PANW | C | 0.47% | |
| FI | A | 0.46% | |
| ADP | B | 0.45% | |
| SCHW | B | 0.44% | |
| GILD | C | 0.4% | |
| INTC | D | 0.38% | |
| LRCX | F | 0.35% | |
| ELV | F | 0.34% | |
| TT | A | 0.34% | |
| AMT | D | 0.34% | |
| NKE | D | 0.33% | |
| MELI | D | 0.32% | |
| PYPL | B | 0.31% | |
| SNPS | B | 0.31% | |
| PNC | B | 0.3% | |
| WELL | A | 0.3% | |
| USB | A | 0.29% | |
| ITW | B | 0.29% | |
| MRVL | B | 0.29% | |
| CTAS | B | 0.29% | |
| MCO | B | 0.28% | |
| ORLY | B | 0.26% | |
| WMB | A | 0.26% | |
| APD | A | 0.26% | |
| OKE | A | 0.25% | |
| ADSK | A | 0.25% | |
| CSX | B | 0.25% | |
| CRH | A | 0.25% | |
| COF | B | 0.25% | |
| MMM | D | 0.25% | |
| HCA | F | 0.24% | |
| TFC | A | 0.23% | |
| HLT | A | 0.23% | |
| TRV | B | 0.22% | |
| SRE | A | 0.22% | |
| AFL | B | 0.22% | |
| DLR | B | 0.22% | |
| CARR | D | 0.22% | |
| FICO | B | 0.21% | |
| NXPI | D | 0.21% | |
| RCL | A | 0.21% | |
| BK | A | 0.21% | |
| PSX | C | 0.2% | |
| MPC | D | 0.2% | |
| LNG | B | 0.19% | |
| AZO | C | 0.19% | |
| DASH | A | 0.19% | |
| GWW | B | 0.19% | |
| ALL | A | 0.19% | |
| PWR | A | 0.18% | |
| NEM | D | 0.18% | |
| VLO | C | 0.17% | |
| KMB | D | 0.17% | |
| PAYX | C | 0.17% | |
| FIS | C | 0.17% | |
| DHI | D | 0.17% | |
| DFS | B | 0.16% | |
| TRGP | B | 0.16% | |
| COR | B | 0.16% | |
| BKR | B | 0.16% | |
| AXON | 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% | |
| ODFL | B | 0.15% | |
| YUM | B | 0.14% | |
| EXC | C | 0.14% | |
| IRM | D | 0.13% | |
| NDAQ | A | 0.13% | |
| KDP | D | 0.13% | |
| HUBS | A | 0.13% | |
| HIG | B | 0.13% | |
| GEHC | F | 0.13% | |
| HUM | C | 0.13% | |
| GIS | D | 0.13% | |
| CHTR | C | 0.13% | |
| NUE | C | 0.13% | |
| LULU | C | 0.13% | |
| IQV | D | 0.13% | |
| MLM | B | 0.13% | |
| ACGL | D | 0.13% | |
| HPQ | B | 0.13% | |
| WTW | B | 0.12% | |
| RJF | A | 0.12% | |
| EIX | B | 0.12% | |
| ED | D | 0.12% | |
| SW | A | 0.11% | |
| KEYS | A | 0.11% | |
| ANSS | B | 0.11% | |
| EBAY | D | 0.11% | |
| TTWO | A | 0.11% | |
| ROK | B | 0.11% | |
| VLTO | D | 0.1% | |
| TROW | B | 0.1% | |
| BR | A | 0.1% | |
| PHM | D | 0.1% | |
| AWK | D | 0.1% | |
| FTV | C | 0.1% | |
| CHD | B | 0.1% | |
| NVR | D | 0.1% | |
| DOV | A | 0.1% | |
| HAL | C | 0.1% | |
| HPE | B | 0.1% | |
| PPG | F | 0.1% | |
| STT | A | 0.1% | |
| SBAC | D | 0.09% | |
| LPLA | A | 0.09% | |
| EME | C | 0.09% | |
| HBAN | A | 0.09% | |
| SYF | B | 0.09% | |
| MTD | D | 0.09% | |
| NTAP | C | 0.09% | |
| LII | A | 0.08% | |
| 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% | |
| WSM | B | 0.08% | |
| WY | 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% | |
| WST | C | 0.08% | |
| KEY | B | 0.07% | |
| PODD | C | 0.07% | |
| HOLX | D | 0.07% | |
| DGX | A | 0.07% | |
| FSLR | F | 0.07% | |
| FDS | B | 0.07% | |
| ZS | C | 0.07% | |
| TRU | D | 0.07% | |
| DRI | B | 0.07% | |
| IP | B | 0.07% | |
| COO | D | 0.07% | |
| STX | D | 0.07% | |
| PFG | D | 0.07% | |
| MKC | D | 0.07% | |
| OMC | C | 0.07% | |
| NRG | B | 0.07% | |
| LH | C | 0.07% | |
| DOC | D | 0.06% | |
| DPZ | C | 0.06% | |
| AVY | D | 0.06% | |
| ALGN | D | 0.06% | |
| ULTA | F | 0.06% | |
| DOCU | A | 0.06% | |
| MANH | D | 0.06% | |
| TWLO | A | 0.06% | |
| GEN | B | 0.06% | |
| NI | A | 0.06% | |
| GPC | D | 0.06% | |
| EXPD | D | 0.06% | |
| EQH | B | 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% | |
| BBY | D | 0.06% | |
| DAY | B | 0.05% | |
| BG | F | 0.05% | |
| NBIX | C | 0.05% | |
| CHRW | C | 0.05% | |
| CAG | D | 0.05% | |
| AVTR | F | 0.05% | |
| POOL | C | 0.05% | |
| AKAM | D | 0.05% | |
| JBHT | C | 0.05% | |
| GGG | B | 0.05% | |
| MKTX | D | 0.04% | |
| NLY | C | 0.04% | |
| ALLY | 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% | |
| LW | C | 0.04% | |
| TECH | 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% | |
| TTC | 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% | |
| FBIN | D | 0.03% | |
| WBA | F | 0.02% | |
| FOX | A | 0.02% | |
| BEN | C | 0.02% | |
| BBWI | D | 0.02% |
SUSL Underweight 36 Positions Relative to ESGA
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -7.02% | |
| AMZN | C | -3.32% | |
| META | D | -2.5% | |
| UNH | C | -1.97% | |
| NEE | D | -1.74% | |
| JPM | A | -1.6% | |
| ABBV | D | -1.29% | |
| AVGO | D | -1.08% | |
| COP | C | -1.08% | |
| ADI | D | -1.01% | |
| EOG | A | -1.01% | |
| BAC | A | -0.9% | |
| TMO | F | -0.86% | |
| COST | B | -0.8% | |
| SYY | B | -0.79% | |
| PH | A | -0.76% | |
| MSI | B | -0.74% | |
| MDLZ | F | -0.73% | |
| ISRG | A | -0.67% | |
| HON | B | -0.66% | |
| UBER | D | -0.6% | |
| ASML | F | -0.55% | |
| MET | A | -0.54% | |
| CDW | F | -0.54% | |
| NVO | D | -0.46% | |
| CSCO | B | -0.45% | |
| CMG | B | -0.41% | |
| VRTX | F | -0.4% | |
| FDX | B | -0.39% | |
| LMT | D | -0.37% | |
| CRWD | B | -0.34% | |
| SQ | B | -0.3% | |
| YETI | C | -0.27% | |
| ABNB | C | -0.18% | |
| DT | C | -0.15% | |
| SAIA | B | -0.15% |
SUSL: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Diagnostics & Research
Specialty Retail
Business Services
Capital Markets
Packaged Foods
Asset Management
Banks - Regional - US
Credit Services
Drug Manufacturers - Major
Semiconductors
Specialty Chemicals
Household & Personal Products
Medical Instruments & Supplies
Health Care Plans
Insurance - Diversified
Integrated Shipping & Logistics
Medical Devices
Oil & Gas Midstream
ESGA: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Drug Manufacturers - Major
Diversified Industrials
Semiconductors
Credit Services
Information Technology Services
Asset Management
Auto Parts
Banks - Global
Biotechnology
Capital Markets
Communication Equipment
Discount Stores
Health Care Plans
Household & Personal Products
Insurance - Life
Integrated Shipping & Logistics
Internet Content & Information
Oil & Gas E&P
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