SUSL vs. RECS ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to Columbia Research Enhanced Core ETF (RECS)

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

$105.21

Average Daily Volume

21,365

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

RECS

Columbia Research Enhanced Core ETF

RECS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

Grade (RS Rating)

Last Trade

$35.12

Average Daily Volume

375,106

Number of Holdings ^*

360

* may have additional holdings in another (foreign) market

Performance

Period	SUSL	RECS
30 Days	1.83%	1.73%
60 Days	4.89%	4.99%
90 Days	5.80%	6.57%
12 Months	32.37%	34.48%

104 Overlapping Holdings

Symbol	Grade	Weight in SUSL	Weight in RECS	Overlap
ACI	C	0.03%	0.04%	0.03%
ADBE	D	0.84%	0.52%	0.52%
ADP	B	0.45%	0.53%	0.45%
AIZ	A	0.04%	0.06%	0.04%
ALL	A	0.19%	0.27%	0.19%
AMGN	D	0.57%	0.32%	0.32%
AMT	D	0.32%	0.47%	0.32%
AVTR	F	0.05%	0.09%	0.05%
BEN	C	0.02%	0.03%	0.02%
BG	D	0.04%	0.06%	0.04%
BIIB	F	0.09%	0.04%	0.04%
BK	B	0.21%	0.3%	0.21%
BKNG	A	0.61%	0.6%	0.6%
BMY	A	0.43%	0.75%	0.43%
BR	B	0.1%	0.11%	0.1%
BURL	A	0.06%	0.06%	0.06%
CAG	F	0.05%	0.06%	0.05%
CAT	C	0.69%	0.83%	0.69%
CBOE	C	0.08%	0.11%	0.08%
CI	D	0.35%	0.6%	0.35%
CL	D	0.26%	0.36%	0.26%
CMI	A	0.17%	0.21%	0.17%
COR	B	0.16%	0.26%	0.16%
CRM	B	1.18%	0.76%	0.76%
CSX	C	0.25%	0.3%	0.25%
CTAS	B	0.29%	0.33%	0.29%
DAL	A	0.04%	0.17%	0.04%
DECK	A	0.1%	0.1%	0.1%
DHI	D	0.17%	0.17%	0.17%
DINO	D	0.02%	0.02%	0.02%
DIS	B	0.66%	0.42%	0.42%
DOCU	B	0.06%	0.04%	0.04%
EA	A	0.15%	0.09%	0.09%
EIX	C	0.11%	0.23%	0.11%
EME	A	0.09%	0.11%	0.09%
EQH	B	0.06%	0.08%	0.06%
EQIX	A	0.31%	0.44%	0.31%
EXC	C	0.14%	0.28%	0.14%
EXPD	D	0.06%	0.07%	0.06%
FI	A	0.45%	0.65%	0.45%
FOX	A	0.02%	0.01%	0.01%
FOXA	B	0.04%	0.02%	0.02%
FTV	D	0.1%	0.11%	0.1%
GEN	B	0.06%	0.04%	0.04%
GILD	C	0.42%	0.21%	0.21%
GIS	F	0.13%	0.17%	0.13%
GOOG	B	3.32%	2.0%	2.0%
GOOGL	B	3.82%	2.36%	2.36%
HCA	F	0.25%	0.43%	0.25%
HLT	A	0.22%	0.22%	0.22%
HOLX	D	0.07%	0.11%	0.07%
HPE	B	0.1%	0.07%	0.07%
HPQ	B	0.13%	0.09%	0.09%
INTU	B	0.7%	0.45%	0.45%
JNJ	D	1.32%	2.35%	1.32%
JNPR	D	0.04%	0.03%	0.03%
K	B	0.08%	0.1%	0.08%
KMB	C	0.16%	0.22%	0.16%
KR	B	0.15%	0.19%	0.15%
LRCX	F	0.35%	0.24%	0.24%
LULU	C	0.13%	0.14%	0.13%
LYB	F	0.08%	0.17%	0.08%
MANH	D	0.06%	0.04%	0.04%
MMC	D	0.4%	0.58%	0.4%
MMM	D	0.26%	0.31%	0.26%
MPC	D	0.2%	0.16%	0.16%
MSFT	D	10.71%	7.44%	7.44%
MTD	F	0.1%	0.16%	0.1%
NBIX	C	0.05%	0.02%	0.02%
NI	A	0.06%	0.12%	0.06%
NOW	B	0.77%	0.5%	0.5%
NTAP	C	0.09%	0.06%	0.06%
NUE	D	0.13%	0.29%	0.13%
NVDA	A	13.08%	8.48%	8.48%
NVR	D	0.1%	0.09%	0.09%
OC	A	0.06%	0.07%	0.06%
PANW	B	0.46%	0.28%	0.28%
PAYX	B	0.17%	0.2%	0.17%
PG	C	1.4%	1.9%	1.4%
PHM	D	0.1%	0.09%	0.09%
PPG	F	0.1%	0.22%	0.1%
PRU	B	0.16%	0.23%	0.16%
PSX	C	0.19%	0.15%	0.15%
PYPL	B	0.31%	0.46%	0.31%
RCL	A	0.21%	0.19%	0.19%
RJF	A	0.11%	0.16%	0.11%
SBAC	D	0.08%	0.12%	0.08%
SOLV	F	0.04%	0.06%	0.04%
STLD	B	0.08%	0.16%	0.08%
STT	B	0.1%	0.15%	0.1%
SYF	B	0.09%	0.14%	0.09%
TEAM	A	0.14%	0.09%	0.09%
TGT	B	0.26%	0.34%	0.26%
TJX	A	0.49%	0.47%	0.47%
TROW	B	0.09%	0.13%	0.09%
TT	A	0.33%	0.4%	0.33%
UNP	D	0.52%	0.62%	0.52%
UPS	C	0.34%	0.41%	0.34%
VLO	C	0.16%	0.13%	0.13%
WSM	D	0.06%	0.06%	0.06%
WTW	B	0.12%	0.17%	0.12%
WY	D	0.08%	0.12%	0.08%
ZBH	C	0.08%	0.14%	0.08%
ZS	B	0.07%	0.04%	0.04%

SUSL Overweight 189 Positions Relative to RECS

Symbol	Grade	Weight
TSLA	A	3.38%
LLY	F	2.37%
V	A	1.75%
MA	B	1.57%
HD	A	1.43%
KO	D	0.93%
MRK	F	0.9%
AMD	F	0.83%
ACN	C	0.81%
PEP	F	0.81%
LIN	D	0.78%
MCD	D	0.77%
GE	D	0.72%
TXN	C	0.69%
IBM	C	0.69%
CMCSA	B	0.62%
VZ	C	0.61%
AXP	B	0.6%
SPGI	D	0.58%
MS	A	0.58%
DHR	D	0.57%
PGR	B	0.55%
LOW	C	0.55%
BLK	B	0.55%
AMAT	F	0.55%
ETN	B	0.53%
SCHW	A	0.42%
INTC	C	0.37%
DE	C	0.37%
PLD	D	0.37%
ELV	F	0.34%
NKE	F	0.33%
ICE	C	0.32%
MELI	D	0.32%
PNC	B	0.3%
SNPS	C	0.3%
MRVL	B	0.29%
ITW	B	0.29%
WELL	A	0.29%
CDNS	B	0.29%
MCO	D	0.28%
ZTS	D	0.28%
USB	B	0.28%
COF	B	0.26%
ORLY	B	0.26%
CRH	B	0.25%
APD	A	0.25%
WMB	A	0.25%
ADSK	B	0.24%
SLB	C	0.23%
ECL	D	0.23%
CARR	D	0.22%
TFC	A	0.22%
OKE	A	0.22%
WDAY	C	0.21%
FICO	B	0.21%
JCI	B	0.21%
NXPI	F	0.21%
URI	B	0.21%
SRE	A	0.21%
DLR	A	0.21%
TRV	A	0.21%
AFL	C	0.21%
AZO	C	0.2%
AMP	A	0.2%
GWW	B	0.19%
DASH	A	0.19%
FIS	C	0.18%
PWR	A	0.17%
NEM	D	0.17%
LNG	A	0.17%
BKR	B	0.16%
ODFL	B	0.16%
DFS	B	0.16%
CCI	C	0.16%
TRGP	A	0.15%
CBRE	B	0.15%
FERG	C	0.15%
IR	B	0.15%
AXON	A	0.15%
IT	C	0.15%
YUM	D	0.14%
ACGL	D	0.14%
A	F	0.14%
IQV	F	0.14%
EW	C	0.14%
HIG	B	0.13%
IDXX	F	0.13%
KDP	D	0.13%
CHTR	B	0.13%
GEHC	D	0.13%
MLM	B	0.13%
IRM	C	0.12%
ED	C	0.12%
HUM	D	0.12%
HUBS	B	0.12%
NDAQ	A	0.12%
DXCM	C	0.11%
ANSS	B	0.11%
TSCO	D	0.11%
TTWO	A	0.11%
XYL	D	0.11%
EBAY	D	0.11%
ROK	B	0.11%
HAL	C	0.1%
DOV	B	0.1%
KEYS	C	0.1%
WST	D	0.09%
RF	A	0.09%
LPLA	A	0.09%
HBAN	B	0.09%
VLTO	C	0.09%
AWK	C	0.09%
SW	A	0.09%
CHD	A	0.09%
CFG	B	0.08%
ES	C	0.08%
STE	D	0.08%
ATO	A	0.08%
NTRS	A	0.08%
IFF	D	0.08%
WAT	C	0.08%
PTC	B	0.08%
ULTA	F	0.07%
FDS	B	0.07%
FSLR	F	0.07%
BBY	D	0.07%
MOH	F	0.07%
BALL	D	0.07%
IP	A	0.07%
PODD	B	0.07%
NRG	B	0.07%
MKC	D	0.07%
LII	A	0.07%
STX	D	0.07%
DRI	C	0.07%
TRU	D	0.07%
COO	D	0.07%
OMC	C	0.07%
CLX	A	0.07%
PFG	C	0.07%
CMS	C	0.07%
LH	B	0.07%
WDC	F	0.07%
DOC	D	0.06%
ALGN	D	0.06%
TWLO	A	0.06%
JBHT	C	0.06%
AVY	D	0.06%
GPC	F	0.06%
IEX	B	0.06%
PNR	B	0.06%
TRMB	B	0.06%
KEY	B	0.06%
DGX	A	0.06%
CHRW	B	0.05%
POOL	D	0.05%
AKAM	F	0.05%
GGG	B	0.05%
DPZ	C	0.05%
APTV	F	0.05%
ALLY	C	0.04%
WTRG	B	0.04%
LKQ	F	0.04%
MKTX	D	0.04%
CTLT	D	0.04%
IPG	F	0.04%
LW	C	0.04%
TECH	F	0.04%
BXP	D	0.04%
SJM	D	0.04%
KMX	C	0.04%
ALLE	D	0.04%
DAY	B	0.04%
AZPN	A	0.03%
RIVN	F	0.03%
ENPH	F	0.03%
DVA	C	0.03%
CPB	D	0.03%
HSIC	C	0.03%
TTC	F	0.03%
CNH	C	0.03%
HRL	D	0.03%
TFX	F	0.03%
KNX	B	0.03%
FBIN	F	0.03%
NLY	C	0.03%
WBA	F	0.02%
BBWI	C	0.02%

SUSL Underweight 256 Positions Relative to RECS

Symbol	Grade	Weight
AAPL	C	-7.95%
AMZN	B	-4.75%
JPM	A	-3.63%
META	C	-2.94%
BAC	A	-1.66%
XOM	B	-1.55%
WFC	A	-1.35%
TMO	F	-1.3%
PM	A	-0.96%
CVX	A	-0.77%
C	B	-0.71%
MDT	D	-0.7%
UBER	F	-0.61%
CSCO	B	-0.57%
ABBV	F	-0.56%
LMT	D	-0.51%
MCK	A	-0.5%
QCOM	F	-0.46%
MO	A	-0.45%
BDX	F	-0.43%
CME	A	-0.43%
PH	B	-0.39%
WM	B	-0.38%
VST	A	-0.37%
T	A	-0.36%
PCG	A	-0.33%
PLTR	A	-0.31%
SPG	A	-0.3%
XEL	A	-0.28%
FDX	B	-0.28%
PCAR	C	-0.26%
MET	A	-0.25%
ANET	C	-0.25%
ETR	A	-0.24%
VRTX	D	-0.23%
EOG	A	-0.22%
CNC	F	-0.2%
MSI	B	-0.2%
CAH	B	-0.19%
CRWD	B	-0.19%
VRT	A	-0.19%
APP	A	-0.18%
AEE	A	-0.18%
DTE	C	-0.18%
FITB	B	-0.17%
OTIS	C	-0.17%
CSGP	F	-0.16%
ROST	D	-0.16%
REGN	F	-0.16%
PKG	B	-0.16%
FTNT	B	-0.15%
WAB	B	-0.15%
GPN	C	-0.15%
SPOT	B	-0.14%
KHC	F	-0.14%
LEN	D	-0.14%
RS	B	-0.14%
FCNCA	A	-0.14%
UAL	A	-0.13%
TTD	B	-0.13%
RPM	B	-0.13%
CF	A	-0.12%
ADM	D	-0.12%
INVH	D	-0.11%
BAX	F	-0.11%
LDOS	C	-0.11%
VTRS	A	-0.1%
BLDR	D	-0.1%
FANG	D	-0.1%
OXY	F	-0.1%
ARE	F	-0.1%
THC	C	-0.1%
EVRG	A	-0.1%
CCL	A	-0.09%
DDOG	A	-0.09%
CVNA	A	-0.09%
CSL	C	-0.09%
DELL	B	-0.09%
EXP	B	-0.08%
L	A	-0.08%
RGA	B	-0.08%
SNA	B	-0.08%
EXPE	B	-0.08%
EG	D	-0.08%
JLL	D	-0.07%
GLPI	C	-0.07%
FIX	A	-0.07%
MOS	D	-0.07%
JEF	A	-0.07%
SSNC	C	-0.07%
UNM	A	-0.07%
MPWR	F	-0.07%
AES	F	-0.07%
EWBC	A	-0.07%
MAS	D	-0.07%
TOL	B	-0.06%
CACI	C	-0.06%
FHN	A	-0.06%
CW	B	-0.06%
SWK	F	-0.06%
ALNY	D	-0.06%
LVS	B	-0.06%
QGEN	F	-0.06%
WPC	C	-0.06%
SF	B	-0.06%
ACM	B	-0.06%
HST	D	-0.06%
AMH	C	-0.06%
CE	F	-0.06%
RPRX	F	-0.06%
MRO	A	-0.05%
ZION	B	-0.05%
BRBR	A	-0.05%
JAZZ	C	-0.05%
GNRC	B	-0.05%
INGR	B	-0.05%
GL	C	-0.05%
LECO	C	-0.05%
TAP	B	-0.05%
ITT	A	-0.05%
MEDP	D	-0.05%
LPX	B	-0.05%
CTRA	B	-0.05%
ZM	B	-0.05%
AXS	A	-0.04%
ARMK	C	-0.04%
FTI	A	-0.04%
APG	C	-0.04%
UGI	C	-0.04%
XP	F	-0.04%
SON	F	-0.04%
VRSN	F	-0.04%
AOS	F	-0.04%
OLN	F	-0.04%
NNN	C	-0.04%
PSTG	F	-0.04%
DKS	D	-0.04%
DCI	B	-0.04%
WCC	B	-0.04%
TPR	B	-0.04%
NTNX	B	-0.04%
BLD	F	-0.04%
CRBG	B	-0.04%
PINS	F	-0.04%
AYI	B	-0.04%
CLF	F	-0.04%
SEIC	B	-0.04%
ALSN	B	-0.04%
ELAN	D	-0.04%
TXRH	B	-0.04%
BRX	A	-0.04%
WTFC	B	-0.04%
MSA	D	-0.03%
NWSA	B	-0.03%
OGN	F	-0.03%
DTM	A	-0.03%
NEU	D	-0.03%
SLM	B	-0.03%
OZK	B	-0.03%
MHK	D	-0.03%
NTRA	A	-0.03%
AMG	C	-0.03%
SKX	F	-0.03%
ASH	F	-0.03%
RL	C	-0.03%
HRB	D	-0.03%
MGM	D	-0.03%
JHG	B	-0.03%
WYNN	D	-0.03%
MIDD	D	-0.03%
KEX	B	-0.03%
R	B	-0.03%
ESAB	C	-0.03%
LNC	B	-0.03%
WLK	F	-0.03%
RHI	C	-0.03%
LNW	F	-0.03%
FFIV	B	-0.03%
SWKS	F	-0.03%
COKE	C	-0.03%
SAIC	F	-0.03%
MTG	D	-0.03%
UTHR	C	-0.03%
FLS	A	-0.03%
CNM	C	-0.03%
STAG	D	-0.03%
COLB	B	-0.03%
G	B	-0.03%
PINC	B	-0.02%
AZTA	F	-0.02%
CIVI	D	-0.02%
VIRT	A	-0.02%
QRVO	F	-0.02%
DBX	C	-0.02%
GAP	D	-0.02%
GTLB	B	-0.02%
PK	D	-0.02%
CWEN	C	-0.02%
EXAS	D	-0.02%
EPR	D	-0.02%
LSCC	D	-0.02%
SMAR	A	-0.02%
HIW	D	-0.02%
MSM	D	-0.02%
MTCH	F	-0.02%
GTES	A	-0.02%
WU	F	-0.02%
EXEL	B	-0.02%
WFRD	F	-0.02%
NYT	D	-0.02%
LEA	F	-0.02%
PVH	C	-0.02%
BILL	B	-0.02%
THO	C	-0.02%
CROX	F	-0.02%
XRAY	D	-0.02%
BMRN	F	-0.02%
ROKU	D	-0.02%
H	B	-0.02%
RYN	D	-0.02%
PRGO	C	-0.02%
EEFT	C	-0.02%
SMG	C	-0.02%
SNX	D	-0.02%
INCY	C	-0.02%
CIEN	B	-0.02%
KRC	C	-0.02%
MRNA	F	-0.02%
WH	B	-0.02%
CNA	C	-0.01%
APLS	F	-0.01%
CRI	F	-0.01%
ALGM	F	-0.01%
CWEN	C	-0.01%
REYN	D	-0.01%
ADTN	A	-0.01%
AMKR	F	-0.01%
RARE	F	-0.01%
NWS	A	-0.01%
ROIV	D	-0.01%
PEGA	B	-0.01%
COLM	B	-0.01%
IONS	F	-0.01%
SAM	C	-0.01%
PPC	B	-0.01%
VKTX	F	-0.01%
TNL	B	-0.01%
CRUS	F	-0.01%
MAN	F	-0.01%
PATH	C	-0.01%
SRPT	F	-0.01%
M	D	-0.01%
PLTK	B	-0.0%
SEB	F	-0.0%
DDS	B	-0.0%
LEN	D	-0.0%