SUSL vs. IYG ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to iShares U.S. Financial Services ETF (IYG)

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

$106.30

Average Daily Volume

19,964

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

IYG

iShares U.S. Financial Services ETF

IYG Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial services sector. 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 Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$78.65

Average Daily Volume

43,336

Number of Holdings ^*

102

* may have additional holdings in another (foreign) market

Performance

Period	SUSL	IYG
30 Days	4.15%	9.63%
60 Days	10.88%	12.80%
90 Days	13.30%	18.44%
12 Months	40.51%	54.51%

33 Overlapping Holdings

Symbol	Grade	Weight in SUSL	Weight in IYG	Overlap
ALLY	C	0.04%	0.17%	0.04%
AMP	B	0.19%	0.88%	0.19%
AXP	B	0.59%	2.66%	0.59%
BEN	C	0.02%	0.12%	0.02%
BK	B	0.21%	0.97%	0.21%
BLK	B	0.56%	2.39%	0.56%
CBOE	D	0.08%	0.39%	0.08%
CFG	B	0.07%	0.34%	0.07%
COF	B	0.24%	1.09%	0.24%
DFS	B	0.14%	0.66%	0.14%
EQH	B	0.06%	0.25%	0.06%
FDS	B	0.07%	0.3%	0.07%
HBAN	B	0.08%	0.4%	0.08%
ICE	D	0.34%	1.57%	0.34%
KEY	B	0.06%	0.28%	0.06%
LPLA	A	0.08%	0.37%	0.08%
MA	A	1.57%	7.22%	1.57%
MCO	C	0.28%	1.25%	0.28%
MKTX	C	0.04%	0.19%	0.04%
MS	B	0.54%	2.54%	0.54%
NDAQ	B	0.12%	0.54%	0.12%
NTRS	B	0.08%	0.36%	0.08%
PNC	A	0.28%	1.31%	0.28%
RF	B	0.08%	0.38%	0.08%
RJF	B	0.11%	0.48%	0.11%
SCHW	B	0.4%	1.85%	0.4%
SPGI	D	0.59%	2.69%	0.59%
STT	B	0.1%	0.49%	0.1%
SYF	B	0.08%	0.39%	0.08%
TFC	B	0.21%	1.01%	0.21%
TROW	B	0.1%	0.43%	0.1%
USB	B	0.28%	1.32%	0.28%
V	B	1.73%	8.48%	1.73%

SUSL Overweight 260 Positions Relative to IYG

Symbol	Grade	Weight
NVDA	B	12.87%
MSFT	C	10.87%
GOOGL	B	3.73%
GOOG	B	3.24%
TSLA	B	2.7%
LLY	D	2.44%
HD	B	1.48%
PG	D	1.46%
JNJ	D	1.43%
CRM	A	1.08%
KO	D	1.0%
MRK	F	0.96%
AMD	F	0.86%
PEP	F	0.86%
LIN	D	0.82%
ADBE	F	0.81%
ACN	C	0.81%
MCD	D	0.8%
NOW	B	0.74%
GE	C	0.72%
IBM	D	0.71%
CAT	B	0.7%
TXN	A	0.69%
DIS	C	0.66%
INTU	A	0.65%
VZ	D	0.65%
AMGN	C	0.64%
BKNG	B	0.63%
CMCSA	B	0.62%
DHR	F	0.62%
AMAT	D	0.58%
LOW	B	0.57%
PGR	B	0.54%
UNP	D	0.53%
ETN	A	0.5%
TJX	C	0.48%
ADP	A	0.45%
PANW	A	0.44%
FI	B	0.44%
BMY	C	0.43%
GILD	B	0.42%
MMC	C	0.41%
PLD	F	0.4%
DE	C	0.39%
INTC	C	0.37%
AMT	F	0.37%
LRCX	D	0.37%
MELI	D	0.36%
ELV	F	0.36%
UPS	D	0.36%
NKE	F	0.35%
CI	F	0.34%
TT	A	0.33%
EQIX	B	0.32%
PYPL	A	0.3%
ITW	B	0.3%
CDNS	B	0.3%
ZTS	F	0.3%
SNPS	B	0.3%
WELL	B	0.3%
CTAS	A	0.29%
MRVL	B	0.28%
HCA	D	0.27%
CL	F	0.27%
ORLY	B	0.26%
MMM	C	0.26%
TGT	F	0.26%
CSX	B	0.25%
CRH	B	0.25%
APD	B	0.25%
ADSK	A	0.24%
ECL	D	0.24%
WMB	B	0.24%
NXPI	D	0.22%
SLB	D	0.22%
DLR	B	0.22%
HLT	A	0.22%
CARR	D	0.22%
TRV	B	0.21%
AFL	D	0.21%
OKE	A	0.21%
AZO	D	0.2%
MPC	F	0.2%
URI	B	0.2%
NEM	D	0.2%
GWW	A	0.19%
JCI	A	0.19%
WDAY	C	0.19%
DHI	D	0.19%
RCL	B	0.19%
PSX	F	0.19%
SRE	A	0.19%
CCI	D	0.18%
FIS	C	0.18%
CMI	B	0.18%
DASH	A	0.18%
ALL	B	0.18%
FICO	B	0.18%
PAYX	A	0.17%
KMB	D	0.17%
PWR	A	0.17%
COR	B	0.16%
VLO	D	0.16%
PRU	C	0.16%
LNG	A	0.16%
IQV	F	0.15%
EA	B	0.15%
KR	A	0.15%
IR	B	0.15%
IT	B	0.15%
EW	F	0.15%
ODFL	B	0.15%
FERG	B	0.15%
A	D	0.15%
CBRE	A	0.15%
ACGL	D	0.14%
LULU	D	0.14%
IRM	C	0.14%
TRGP	A	0.14%
YUM	C	0.14%
GIS	F	0.14%
GEHC	D	0.14%
BKR	B	0.14%
EXC	D	0.14%
IDXX	F	0.13%
ED	D	0.13%
NUE	C	0.13%
TEAM	B	0.13%
KDP	F	0.13%
CHTR	B	0.13%
MLM	B	0.13%
HPQ	B	0.13%
EBAY	D	0.12%
EIX	D	0.12%
WTW	B	0.12%
AXON	B	0.12%
HUM	F	0.12%
HIG	C	0.12%
HUBS	B	0.11%
NVR	D	0.11%
PHM	D	0.11%
ANSS	B	0.11%
PPG	F	0.11%
TSCO	C	0.11%
XYL	F	0.11%
MTD	F	0.11%
ROK	B	0.11%
IFF	F	0.1%
CHD	C	0.1%
VLTO	D	0.1%
BR	A	0.1%
BIIB	F	0.1%
HPE	B	0.1%
DOV	B	0.1%
AWK	D	0.1%
SW	B	0.1%
KEYS	A	0.1%
TTWO	B	0.1%
DXCM	D	0.1%
PTC	B	0.09%
WAT	B	0.09%
WY	D	0.09%
WST	C	0.09%
NTAP	C	0.09%
SBAC	D	0.09%
DECK	B	0.09%
FTV	F	0.09%
HAL	D	0.09%
CLX	B	0.08%
OMC	B	0.08%
STX	D	0.08%
STLD	B	0.08%
ATO	A	0.08%
CMS	D	0.08%
COO	D	0.08%
WDC	C	0.08%
FSLR	F	0.08%
ES	D	0.08%
K	A	0.08%
EME	B	0.08%
LYB	F	0.08%
STE	F	0.08%
ZBH	C	0.08%
HOLX	D	0.07%
ULTA	C	0.07%
BALL	F	0.07%
NRG	B	0.07%
BBY	D	0.07%
IP	B	0.07%
DRI	B	0.07%
PFG	C	0.07%
MOH	F	0.07%
LH	A	0.07%
TRU	C	0.07%
LII	A	0.07%
MKC	D	0.07%
DOCU	A	0.06%
DPZ	C	0.06%
TRMB	A	0.06%
APTV	F	0.06%
ALGN	F	0.06%
JBHT	B	0.06%
AVTR	F	0.06%
AKAM	F	0.06%
OC	B	0.06%
NI	A	0.06%
DOC	B	0.06%
GEN	B	0.06%
GPC	F	0.06%
BURL	C	0.06%
MANH	C	0.06%
AVY	F	0.06%
PODD	B	0.06%
IEX	B	0.06%
ZS	C	0.06%
PNR	B	0.06%
EXPD	D	0.06%
DGX	B	0.06%
WSM	F	0.06%
BXP	B	0.05%
BG	F	0.05%
TECH	B	0.05%
DAY	A	0.05%
ALLE	C	0.05%
NBIX	C	0.05%
SJM	D	0.05%
ENPH	F	0.05%
CHRW	B	0.05%
JNPR	C	0.05%
CAG	F	0.05%
POOL	B	0.05%
GGG	C	0.05%
TWLO	A	0.05%
TFX	F	0.04%
NLY	C	0.04%
CNH	D	0.04%
AIZ	A	0.04%
LKQ	F	0.04%
FOXA	B	0.04%
WTRG	B	0.04%
CTLT	D	0.04%
SOLV	C	0.04%
FBIN	D	0.04%
IPG	F	0.04%
LW	C	0.04%
KMX	F	0.04%
BBWI	D	0.03%
AZPN	B	0.03%
ACI	C	0.03%
WBA	F	0.03%
DVA	D	0.03%
RIVN	F	0.03%
TTC	D	0.03%
HSIC	F	0.03%
KNX	B	0.03%
CPB	D	0.03%
HRL	F	0.03%
DAL	B	0.03%
FOX	B	0.02%
DINO	F	0.02%

SUSL Underweight 69 Positions Relative to IYG

Symbol	Grade	Weight
BRK.A	C	-14.47%
JPM	B	-11.06%
BAC	B	-4.95%
WFC	B	-3.87%
GS	B	-2.86%
C	B	-2.14%
BX	A	-2.12%
KKR	B	-1.63%
CME	B	-1.42%
APO	B	-1.13%
MSCI	B	-0.79%
COIN	B	-0.64%
MTB	B	-0.57%
ARES	B	-0.54%
FITB	B	-0.52%
FCNCA	B	-0.41%
HOOD	A	-0.29%
IBKR	B	-0.29%
TW	B	-0.26%
EWBC	B	-0.24%
SOFI	A	-0.21%
OWL	B	-0.2%
CG	B	-0.19%
JEF	B	-0.19%
SF	B	-0.19%
EVR	B	-0.17%
WBS	B	-0.16%
WAL	B	-0.16%
MORN	A	-0.16%
HLI	B	-0.16%
FHN	B	-0.16%
CMA	B	-0.15%
ZION	B	-0.14%
VOYA	B	-0.14%
IVZ	B	-0.14%
CFR	B	-0.14%
PNFP	B	-0.14%
SEIC	B	-0.13%
HLNE	B	-0.13%
SNV	B	-0.13%
SSB	B	-0.13%
CBSH	A	-0.13%
WTFC	B	-0.13%
MTG	D	-0.12%
BPOP	D	-0.12%
PB	B	-0.12%
TPG	B	-0.11%
AMG	C	-0.11%
LAZ	B	-0.11%
OMF	A	-0.11%
ESNT	F	-0.11%
JHG	A	-0.1%
FNB	B	-0.1%
RDN	D	-0.1%
GBCI	B	-0.1%
UMBF	B	-0.09%
SLM	B	-0.09%
HOMB	B	-0.09%
UBSI	B	-0.09%
FFIN	B	-0.08%
OZK	B	-0.08%
VLY	B	-0.07%
FCFS	F	-0.07%
VIRT	A	-0.05%
CACC	F	-0.05%
RKT	D	-0.04%
BOKF	B	-0.04%
UWMC	F	-0.01%
TFSL	B	-0.01%