SUSL vs. IYM ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to iShares U.S. Basic Materials ETF (IYM)
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

$101.11

Average Daily Volume

29,496

Number of Holdings *

293

* may have additional holdings in another (foreign) market
IYM

iShares U.S. Basic Materials ETF

IYM Description The investment seeks to track the investment results of an index composed of U.S. equities in the basic materials 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. Basic Materials Index (the "underlying index"), which measures the performance of the basic materials sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$146.50

Average Daily Volume

14,509

Number of Holdings *

36

* may have additional holdings in another (foreign) market
Performance
Period SUSL IYM
30 Days 1.77% 3.59%
60 Days 3.52% 2.84%
90 Days 3.52% 3.25%
12 Months 31.97% 15.36%
10 Overlapping Holdings
Symbol Grade Weight in SUSL Weight in IYM Overlap
APD B 1.0% 1.0% 1.0%
AVY C 1.0% 1.0% 1.0%
ECL B 1.0% 1.0% 1.0%
IFF B 1.0% 1.0% 1.0%
IP B 1.0% 1.0% 1.0%
LIN B 1.0% 1.0% 1.0%
LYB D 1.0% 1.0% 1.0%
NEM B 1.0% 1.0% 1.0%
NUE F 1.0% 1.0% 1.0%
STLD F 1.0% 1.0% 1.0%
SUSL Overweight 283 Positions Relative to IYM
Symbol Grade Weight
FOX B 1.0%
BEN F 1.0%
BBWI F 1.0%
AZPN B 1.0%
WBA F 1.0%
ACI F 1.0%
DAL C 1.0%
DINO F 1.0%
DVA B 1.0%
KNX C 1.0%
TTC D 1.0%
HSIC C 1.0%
CNH D 1.0%
ALLY F 1.0%
LW D 1.0%
DAY D 1.0%
FOXA B 1.0%
TWLO D 1.0%
HRL C 1.0%
MKTX C 1.0%
RIVN F 1.0%
CPB C 1.0%
AIZ B 1.0%
SOLV C 1.0%
FBIN B 1.0%
NLY B 1.0%
WTRG D 1.0%
LKQ F 1.0%
CTLT B 1.0%
BXP B 1.0%
DOCU C 1.0%
TECH C 1.0%
TFX C 1.0%
IPG C 1.0%
ALLE B 1.0%
CHRW B 1.0%
NBIX F 1.0%
KMX D 1.0%
JNPR B 1.0%
EQH C 1.0%
SJM C 1.0%
POOL C 1.0%
TRMB C 1.0%
OC D 1.0%
BG D 1.0%
GGG C 1.0%
JBHT D 1.0%
ZS F 1.0%
ENPH D 1.0%
DPZ F 1.0%
AKAM D 1.0%
PNR B 1.0%
GEN B 1.0%
IEX D 1.0%
KEY B 1.0%
NI B 1.0%
CAG C 1.0%
DOC C 1.0%
LPLA D 1.0%
PODD B 1.0%
MANH B 1.0%
ALGN D 1.0%
NRG C 1.0%
FDS C 1.0%
WSM D 1.0%
BURL B 1.0%
DGX B 1.0%
EME B 1.0%
EXPD C 1.0%
APTV D 1.0%
LII B 1.0%
AVTR B 1.0%
ULTA D 1.0%
NTRS A 1.0%
CFG C 1.0%
SYF C 1.0%
PFG B 1.0%
TRU B 1.0%
LH C 1.0%
DRI B 1.0%
GPC D 1.0%
HOLX B 1.0%
MOH D 1.0%
WAT C 1.0%
OMC B 1.0%
BBY C 1.0%
PTC D 1.0%
BALL C 1.0%
STX C 1.0%
RF B 1.0%
ATO B 1.0%
WDC D 1.0%
HBAN B 1.0%
CMS C 1.0%
CLX C 1.0%
HPE D 1.0%
MKC C 1.0%
FSLR C 1.0%
ZBH F 1.0%
COO B 1.0%
K B 1.0%
CBOE C 1.0%
WST D 1.0%
SW B 1.0%
WY C 1.0%
DECK C 1.0%
RJF C 1.0%
TROW D 1.0%
NTAP D 1.0%
HUBS D 1.0%
ES C 1.0%
STE C 1.0%
STT A 1.0%
DOV B 1.0%
HAL F 1.0%
BR D 1.0%
FTV C 1.0%
TTWO C 1.0%
KEYS C 1.0%
TEAM D 1.0%
AXON B 1.0%
CHD D 1.0%
SBAC C 1.0%
ANSS D 1.0%
VLTO C 1.0%
DXCM F 1.0%
PHM B 1.0%
LULU D 1.0%
NVR B 1.0%
AWK B 1.0%
BIIB F 1.0%
TSCO C 1.0%
PPG D 1.0%
WTW C 1.0%
ROK D 1.0%
MTD D 1.0%
CHTR D 1.0%
EBAY B 1.0%
TRGP B 1.0%
NDAQ A 1.0%
MLM D 1.0%
XYL C 1.0%
DFS B 1.0%
EIX C 1.0%
HPQ D 1.0%
BKR C 1.0%
IRM C 1.0%
HIG B 1.0%
IR C 1.0%
CBRE A 1.0%
KR C 1.0%
EA D 1.0%
ED C 1.0%
PWR B 1.0%
GEHC C 1.0%
YUM D 1.0%
ODFL D 1.0%
FERG D 1.0%
DASH C 1.0%
IT B 1.0%
RCL B 1.0%
EXC C 1.0%
A C 1.0%
KDP B 1.0%
CMI C 1.0%
EW F 1.0%
LNG C 1.0%
IDXX C 1.0%
PRU C 1.0%
HUM F 1.0%
ACGL C 1.0%
GIS B 1.0%
COR D 1.0%
IQV C 1.0%
AMP A 1.0%
GWW B 1.0%
PAYX C 1.0%
FICO B 1.0%
VLO F 1.0%
FIS B 1.0%
URI B 1.0%
JCI B 1.0%
ALL B 1.0%
KMB D 1.0%
BK B 1.0%
DLR B 1.0%
SRE C 1.0%
CCI C 1.0%
HLT B 1.0%
COF B 1.0%
OKE B 1.0%
AZO D 1.0%
PSX F 1.0%
WDAY D 1.0%
WMB B 1.0%
TRV C 1.0%
ADSK C 1.0%
DHI B 1.0%
TFC C 1.0%
SLB F 1.0%
NXPI F 1.0%
MPC F 1.0%
CARR B 1.0%
AFL C 1.0%
CRH B 1.0%
MRVL C 1.0%
CSX D 1.0%
ORLY C 1.0%
PYPL B 1.0%
TGT C 1.0%
CDNS D 1.0%
USB B 1.0%
PNC B 1.0%
SNPS D 1.0%
MMM B 1.0%
ITW C 1.0%
CTAS B 1.0%
HCA B 1.0%
WELL C 1.0%
TT B 1.0%
MCO B 1.0%
INTC F 1.0%
EQIX C 1.0%
CL D 1.0%
ZTS C 1.0%
MELI B 1.0%
ICE C 1.0%
NKE D 1.0%
UPS D 1.0%
SCHW D 1.0%
LRCX F 1.0%
BMY C 1.0%
FI A 1.0%
DE B 1.0%
GILD B 1.0%
CI C 1.0%
PANW D 1.0%
AMT C 1.0%
ADP B 1.0%
MMC C 1.0%
ETN C 1.0%
MS D 1.0%
PLD C 1.0%
ELV C 1.0%
BKNG C 1.0%
BLK B 1.0%
TJX B 1.0%
LOW B 1.0%
AXP B 1.0%
PGR B 1.0%
AMAT D 1.0%
CMCSA D 1.0%
UNP C 1.0%
DIS D 1.0%
CAT B 1.0%
SPGI B 1.0%
NOW B 1.0%
AMGN B 1.0%
INTU C 1.0%
TXN C 1.0%
GE B 1.0%
DHR B 1.0%
VZ B 1.0%
IBM B 1.0%
MCD B 1.0%
ACN C 1.0%
AMD D 1.0%
CRM D 1.0%
PEP C 1.0%
ADBE F 1.0%
MRK D 1.0%
KO C 1.0%
HD B 1.0%
JNJ C 1.0%
MA B 1.0%
PG C 1.0%
V C 1.0%
TSLA C 1.0%
LLY C 1.0%
GOOG D 1.0%
GOOGL D 1.0%
NVDA D 1.0%
MSFT C 1.0%
SUSL Underweight 26 Positions Relative to IYM
Symbol Grade Weight
RBC C -1.0%
RGLD C -1.0%
ALB D -1.0%
EMN B -1.0%
CE F -1.0%
CF C -1.0%
RS D -1.0%
FAST C -1.0%
FCX D -1.0%
MP D -1.0%
CC F -1.0%
SMG C -1.0%
HUN D -1.0%
NEU D -1.0%
ASH D -1.0%
MOS F -1.0%
OLN D -1.0%
HXL F -1.0%
TKR D -1.0%
VVV D -1.0%
CLF F -1.0%
ESI D -1.0%
FMC C -1.0%
X F -1.0%
AA D -1.0%
WLK D -1.0%
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