SUSL vs. SCHI ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to Schwab 5-10 Year Corporate Bond ETF (SCHI)

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

$100.36

Average Daily Volume

29,377

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

SCHI

Schwab 5-10 Year Corporate Bond ETF

SCHI Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 5-10 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$46.10

Average Daily Volume

543,852

Number of Holdings ^*

471

* may have additional holdings in another (foreign) market

Performance

Period	SUSL	SCHI
30 Days	1.09%	1.87%
60 Days	6.67%	2.36%
90 Days	2.01%	5.68%
12 Months	36.64%	16.88%

183 Overlapping Holdings

Symbol	Grade	Weight in SUSL	Weight in SCHI	Overlap
A	B	0.16%	0.01%	0.01%
ACGL	A	0.16%	0.02%	0.02%
ADBE	F	0.86%	0.05%	0.05%
ADP	A	0.42%	0.05%	0.05%
ADSK	B	0.22%	0.02%	0.02%
AFL	A	0.22%	0.02%	0.02%
AIZ	A	0.04%	0.02%	0.02%
ALL	B	0.19%	0.02%	0.02%
ALLE	A	0.05%	0.02%	0.02%
AMAT	B	0.65%	0.11%	0.11%
AMGN	D	0.64%	0.06%	0.06%
AMT	C	0.41%	0.02%	0.02%
APD	C	0.25%	0.02%	0.02%
APTV	D	0.07%	0.02%	0.02%
ATO	A	0.08%	0.02%	0.02%
AVY	C	0.07%	0.02%	0.02%
AWK	B	0.11%	0.01%	0.01%
AXP	A	0.58%	0.11%	0.11%
AZO	D	0.2%	0.01%	0.01%
BBY	B	0.08%	0.02%	0.02%
BEN	F	0.02%	0.03%	0.02%
BG	F	0.05%	0.03%	0.03%
BIIB	F	0.11%	0.07%	0.07%
BK	C	0.2%	0.02%	0.02%
BKNG	C	0.54%	0.02%	0.02%
BLK	A	0.53%	0.03%	0.03%
BMY	B	0.38%	0.04%	0.04%
BR	B	0.09%	0.03%	0.03%
BXP	C	0.04%	0.03%	0.03%
CAG	D	0.06%	0.04%	0.04%
CARR	A	0.24%	0.02%	0.02%
CAT	A	0.72%	0.03%	0.03%
CBOE	A	0.08%	0.03%	0.03%
CCI	C	0.19%	0.02%	0.02%
CFG	D	0.07%	0.02%	0.02%
CHD	C	0.09%	0.01%	0.01%
CHRW	A	0.05%	0.05%	0.05%
CHTR	D	0.11%	0.06%	0.06%
CI	D	0.37%	0.03%	0.03%
CLX	B	0.08%	0.02%	0.02%
CMCSA	B	0.6%	0.04%	0.04%
CMI	B	0.17%	0.05%	0.05%
CMS	A	0.08%	0.01%	0.01%
COF	C	0.21%	0.05%	0.05%
CPB	D	0.04%	0.02%	0.02%
CRM	B	1.01%	0.07%	0.07%
CSX	D	0.25%	0.03%	0.03%
CTAS	B	0.28%	0.05%	0.05%
DAL	C	0.03%	0.04%	0.03%
DE	A	0.4%	0.01%	0.01%
DFS	C	0.13%	0.02%	0.02%
DGX	B	0.06%	0.05%	0.05%
DHI	C	0.21%	0.03%	0.03%
DHR	C	0.69%	0.05%	0.05%
DIS	D	0.65%	0.02%	0.02%
DLR	C	0.2%	0.03%	0.03%
DOC	C	0.06%	0.02%	0.02%
DOV	C	0.1%	0.02%	0.02%
DRI	C	0.08%	0.03%	0.03%
EA	D	0.14%	0.03%	0.03%
EBAY	A	0.12%	0.03%	0.03%
ECL	B	0.25%	0.01%	0.01%
ED	A	0.13%	0.01%	0.01%
EIX	A	0.12%	0.02%	0.02%
EQH	C	0.05%	0.1%	0.05%
EQIX	B	0.31%	0.01%	0.01%
ES	C	0.09%	0.01%	0.01%
ETN	C	0.5%	0.04%	0.04%
EW	F	0.15%	0.03%	0.03%
EXC	A	0.15%	0.01%	0.01%
FIS	C	0.17%	0.03%	0.03%
FOXA	A	0.04%	0.03%	0.03%
GE	C	0.76%	0.06%	0.06%
GILD	A	0.39%	0.04%	0.04%
GIS	C	0.16%	0.03%	0.03%
GOOGL	B	3.6%	0.06%	0.06%
GPC	D	0.07%	0.02%	0.02%
HAL	F	0.09%	0.06%	0.06%
HBAN	D	0.08%	0.03%	0.03%
HCA	B	0.3%	0.06%	0.06%
HD	A	1.48%	0.03%	0.03%
HIG	A	0.13%	0.03%	0.03%
HPQ	C	0.14%	0.02%	0.02%
HRL	F	0.04%	0.03%	0.03%
HUM	F	0.14%	0.02%	0.02%
IBM	B	0.77%	0.02%	0.02%
ICE	A	0.34%	0.03%	0.03%
IEX	D	0.06%	0.04%	0.04%
IFF	C	0.1%	0.03%	0.03%
INTC	D	0.38%	0.06%	0.06%
INTU	F	0.67%	0.06%	0.06%
IPG	C	0.04%	0.03%	0.03%
ITW	A	0.29%	0.04%	0.04%
JCI	B	0.19%	0.04%	0.04%
JNJ	D	1.46%	0.04%	0.04%
JNPR	B	0.05%	0.03%	0.03%
K	B	0.08%	0.03%	0.03%
KDP	C	0.15%	0.02%	0.02%
KEY	C	0.06%	0.08%	0.06%
KEYS	B	0.1%	0.02%	0.02%
KMB	B	0.18%	0.01%	0.01%
KO	C	1.1%	0.01%	0.01%
KR	C	0.14%	0.03%	0.03%
LH	D	0.07%	0.06%	0.06%
LII	C	0.07%	0.01%	0.01%
LIN	B	0.87%	0.03%	0.03%
LLY	D	2.76%	0.01%	0.01%
LOW	A	0.57%	0.04%	0.04%
LRCX	D	0.42%	0.05%	0.05%
LYB	D	0.09%	0.02%	0.02%
MA	A	1.53%	0.02%	0.02%
MCD	A	0.82%	0.03%	0.03%
MCO	D	0.29%	0.02%	0.02%
MKC	C	0.08%	0.02%	0.02%
MLM	D	0.12%	0.02%	0.02%
MMC	D	0.42%	0.05%	0.05%
MMM	C	0.29%	0.02%	0.02%
MPC	F	0.22%	0.02%	0.02%
MRK	F	1.08%	0.03%	0.03%
MRVL	C	0.24%	0.02%	0.02%
MS	B	0.48%	0.11%	0.11%
MSFT	D	11.46%	0.23%	0.23%
NDAQ	C	0.12%	0.03%	0.03%
NEM	C	0.24%	0.04%	0.04%
NI	A	0.06%	0.04%	0.04%
NKE	D	0.41%	0.03%	0.03%
NOW	C	0.68%	0.08%	0.08%
NTAP	D	0.1%	0.02%	0.02%
NTRS	C	0.07%	0.03%	0.03%
NUE	D	0.14%	0.03%	0.03%
NVDA	C	11.48%	0.07%	0.07%
NVR	A	0.11%	0.05%	0.05%
NXPI	F	0.23%	0.07%	0.07%
OC	C	0.06%	0.05%	0.05%
OKE	B	0.2%	0.02%	0.02%
OMC	C	0.08%	0.03%	0.03%
ORLY	A	0.26%	0.02%	0.02%
PEP	D	0.88%	0.03%	0.03%
PFG	C	0.08%	0.01%	0.01%
PG	C	1.54%	0.03%	0.03%
PGR	C	0.56%	0.03%	0.03%
PHM	A	0.11%	0.03%	0.03%
PLD	D	0.44%	0.02%	0.02%
PNC	C	0.27%	0.03%	0.03%
PNR	C	0.06%	0.04%	0.04%
PPG	D	0.12%	0.02%	0.02%
PRU	C	0.16%	0.02%	0.02%
PSX	D	0.21%	0.04%	0.04%
PWR	B	0.16%	0.05%	0.05%
PYPL	C	0.3%	0.03%	0.03%
RJF	B	0.09%	0.04%	0.04%
ROK	D	0.12%	0.02%	0.02%
SCHW	D	0.36%	0.01%	0.01%
SJM	C	0.05%	0.02%	0.02%
SLB	D	0.22%	0.06%	0.06%
SPGI	C	0.62%	0.02%	0.02%
SRE	A	0.19%	0.02%	0.02%
STE	D	0.09%	0.05%	0.05%
STLD	B	0.07%	0.01%	0.01%
STT	C	0.1%	0.03%	0.03%
SYF	B	0.07%	0.04%	0.04%
TFC	D	0.21%	0.01%	0.01%
TGT	C	0.27%	0.05%	0.05%
TJX	C	0.5%	0.03%	0.03%
TRMB	B	0.06%	0.05%	0.05%
TSCO	A	0.12%	0.04%	0.04%
TT	A	0.33%	0.07%	0.07%
TXN	C	0.72%	0.05%	0.05%
UNP	D	0.56%	0.02%	0.02%
UPS	D	0.37%	0.02%	0.02%
URI	C	0.2%	0.05%	0.05%
USB	C	0.27%	0.04%	0.04%
V	C	1.61%	0.01%	0.01%
VLO	F	0.17%	0.04%	0.04%
VZ	A	0.71%	0.01%	0.01%
WBA	F	0.02%	0.02%	0.02%
WELL	C	0.28%	0.03%	0.03%
WMB	A	0.21%	0.02%	0.02%
WTRG	D	0.04%	0.02%	0.02%
WY	B	0.09%	0.03%	0.03%
XYL	C	0.12%	0.02%	0.02%
ZBH	F	0.08%	0.05%	0.05%
ZTS	C	0.33%	0.03%	0.03%

SUSL Overweight 110 Positions Relative to SCHI

Symbol	Grade	Weight
GOOG	B	3.12%
TSLA	C	2.74%
AMD	D	1.02%
ACN	B	0.84%
ELV	F	0.45%
PANW	D	0.41%
FI	A	0.39%
MELI	C	0.36%
SNPS	F	0.3%
CL	D	0.3%
CDNS	D	0.28%
CRH	C	0.24%
HLT	A	0.22%
WDAY	D	0.2%
TRV	C	0.2%
FICO	A	0.18%
RCL	C	0.17%
GWW	A	0.17%
AMP	A	0.17%
IDXX	D	0.16%
IQV	F	0.16%
PAYX	A	0.16%
DASH	A	0.16%
YUM	A	0.15%
IR	A	0.15%
IT	C	0.15%
GEHC	C	0.15%
COR	F	0.15%
LNG	A	0.15%
FERG	F	0.15%
CBRE	A	0.14%
ODFL	D	0.14%
IRM	A	0.13%
BKR	B	0.13%
LULU	D	0.12%
TRGP	B	0.12%
MTD	B	0.12%
AXON	A	0.11%
ANSS	D	0.11%
WTW	B	0.11%
TTWO	F	0.1%
SBAC	B	0.1%
SW	C	0.1%
FSLR	C	0.1%
HUBS	D	0.1%
TEAM	D	0.1%
HPE	B	0.1%
DXCM	F	0.1%
VLTO	A	0.1%
FTV	B	0.1%
WDC	C	0.09%
DECK	B	0.09%
TROW	D	0.09%
EME	C	0.08%
TRU	A	0.08%
BALL	C	0.08%
RF	C	0.08%
WAT	B	0.08%
COO	C	0.08%
PTC	D	0.08%
STX	B	0.08%
WST	D	0.08%
MANH	C	0.07%
AVTR	D	0.07%
BURL	D	0.07%
ALGN	D	0.07%
EXPD	C	0.07%
HOLX	D	0.07%
NRG	A	0.07%
ULTA	D	0.07%
WSM	B	0.07%
MOH	D	0.07%
DPZ	D	0.06%
GEN	B	0.06%
AKAM	D	0.06%
ZS	F	0.06%
ENPH	D	0.06%
IP	C	0.06%
PODD	C	0.06%
LPLA	D	0.06%
FDS	C	0.06%
TECH	C	0.05%
KMX	F	0.05%
DOCU	B	0.05%
JBHT	D	0.05%
POOL	B	0.05%
GGG	B	0.05%
ALLY	F	0.04%
LW	D	0.04%
MKTX	C	0.04%
CNH	B	0.04%
SOLV	C	0.04%
NLY	C	0.04%
TWLO	B	0.04%
LKQ	F	0.04%
CTLT	A	0.04%
FBIN	C	0.04%
TFX	C	0.04%
NBIX	F	0.04%
AZPN	C	0.03%
BBWI	F	0.03%
ACI	F	0.03%
DINO	F	0.03%
RIVN	F	0.03%
KNX	D	0.03%
DVA	C	0.03%
TTC	D	0.03%
HSIC	D	0.03%
DAY	B	0.03%
FOX	A	0.02%

SUSL Underweight 288 Positions Relative to SCHI

Symbol	Grade	Weight
DT	C	-0.26%
DD	B	-0.13%
TSN	D	-0.13%
TMUS	A	-0.1%
TD	C	-0.09%
LDOS	A	-0.09%
ABBV	A	-0.09%
CAH	B	-0.08%
MRO	D	-0.07%
DLTR	F	-0.07%
ARCC	A	-0.07%
KOF	D	-0.07%
BWA	B	-0.07%
QRVO	F	-0.07%
BMO	B	-0.07%
BABA	A	-0.07%
T	A	-0.07%
XRAY	D	-0.06%
REGN	D	-0.06%
PKG	C	-0.06%
KLAC	B	-0.06%
CNO	C	-0.06%
JD	B	-0.06%
CB	A	-0.06%
BIDU	B	-0.06%
NOC	B	-0.06%
DB	C	-0.06%
NWG	D	-0.06%
AAPL	C	-0.06%
AMZN	C	-0.06%
HSBC	B	-0.06%
VRSN	B	-0.05%
GP	D	-0.05%
EMN	C	-0.05%
BDN	A	-0.05%
ADM	D	-0.05%
MOS	D	-0.05%
VRSK	D	-0.05%
LEN	B	-0.05%
HES	D	-0.05%
MET	A	-0.05%
EFX	C	-0.05%
FITB	C	-0.05%
MAS	A	-0.05%
EPR	C	-0.05%
O	A	-0.05%
AMCR	B	-0.05%
GPN	F	-0.05%
GSK	F	-0.05%
AER	D	-0.05%
XOM	A	-0.05%
VOD	C	-0.05%
GS	C	-0.05%
FHN	D	-0.04%
SWX	C	-0.04%
BNS	C	-0.04%
FLO	D	-0.04%
RYN	C	-0.04%
UHS	D	-0.04%
DOX	B	-0.04%
LVS	B	-0.04%
INGR	A	-0.04%
RL	B	-0.04%
TPR	B	-0.04%
BC	D	-0.04%
CUBE	C	-0.04%
EOG	B	-0.04%
EXP	C	-0.04%
GXO	D	-0.04%
RPRX	B	-0.04%
FLEX	C	-0.04%
PAA	D	-0.04%
CPT	C	-0.04%
EMR	B	-0.04%
MU	D	-0.04%
WAB	A	-0.04%
BHF	F	-0.04%
MPLX	A	-0.04%
OTIS	A	-0.04%
MO	D	-0.04%
QCOM	D	-0.04%
PFE	D	-0.04%
JPM	D	-0.04%
SITC	F	-0.03%
PPL	A	-0.03%
SCS	D	-0.03%
KEX	C	-0.03%
MDT	B	-0.03%
INVH	D	-0.03%
NHI	C	-0.03%
RS	D	-0.03%
BNL	C	-0.03%
SNX	C	-0.03%
WPC	C	-0.03%
BRO	A	-0.03%
ADC	B	-0.03%
HP	F	-0.03%
AVT	C	-0.03%
CTVA	A	-0.03%
SWKS	F	-0.03%
KSS	D	-0.03%
AAT	C	-0.03%
SKT	A	-0.03%
ADI	C	-0.03%
LNC	D	-0.03%
HIW	C	-0.03%
MCY	B	-0.03%
CME	A	-0.03%
CMA	C	-0.03%
BKU	D	-0.03%
NOV	F	-0.03%
CTRA	D	-0.03%
MAA	C	-0.03%
NSC	C	-0.03%
FNF	A	-0.03%
ESGR	D	-0.03%
BRX	C	-0.03%
AES	B	-0.03%
HST	D	-0.03%
APH	D	-0.03%
FMC	B	-0.03%
HAS	A	-0.03%
LHX	A	-0.03%
VNT	F	-0.03%
BSX	A	-0.03%
AON	A	-0.03%
WM	B	-0.03%
BAX	D	-0.03%
PSA	C	-0.03%
TDY	A	-0.03%
EL	D	-0.03%
SYY	B	-0.03%
SPG	A	-0.03%
MDLZ	C	-0.03%
OHI	C	-0.03%
FANG	D	-0.03%
EXPE	B	-0.03%
CVX	B	-0.03%
SHW	B	-0.03%
GD	A	-0.03%
UNH	B	-0.03%
ABT	B	-0.03%
BDX	B	-0.03%
AZN	D	-0.03%
WMT	A	-0.03%
MUFG	D	-0.03%
ORCL	B	-0.03%
AVGO	C	-0.03%
C	B	-0.03%
BAC	D	-0.03%
CVS	D	-0.03%
PDM	C	-0.02%
SAVE	F	-0.02%
R	C	-0.02%
AMG	B	-0.02%
L	D	-0.02%
CBT	B	-0.02%
WBS	D	-0.02%
AGR	C	-0.02%
LEG	D	-0.02%
AFG	C	-0.02%
SBRA	C	-0.02%
NVT	D	-0.02%
ROST	C	-0.02%
AYI	A	-0.02%
HUBB	A	-0.02%
NEU	F	-0.02%
EXR	C	-0.02%
SAFE	C	-0.02%
EPRT	C	-0.02%
OCSL	D	-0.02%
ILMN	B	-0.02%
KMT	C	-0.02%
LXP	D	-0.02%
VNO	A	-0.02%
PNW	A	-0.02%
HSY	D	-0.02%
FLS	A	-0.02%
AGO	B	-0.02%
SON	D	-0.02%
RNR	A	-0.02%
ARW	C	-0.02%
SNA	A	-0.02%
TEL	D	-0.02%
SF	A	-0.02%
UNM	A	-0.02%
TKR	D	-0.02%
OSK	F	-0.02%
REXR	D	-0.02%
CNA	D	-0.02%
SUI	D	-0.02%
TXT	F	-0.02%
WHR	B	-0.02%
FRT	D	-0.02%
NNN	A	-0.02%
RPM	A	-0.02%
CNP	B	-0.02%
REG	C	-0.02%
LNT	A	-0.02%
AXS	A	-0.02%
H	C	-0.02%
CP	C	-0.02%
PEG	A	-0.02%
JBL	D	-0.02%
EQR	C	-0.02%
UDR	C	-0.02%
ARE	D	-0.02%
ESS	C	-0.02%
HUN	B	-0.02%
FAF	B	-0.02%
AN	C	-0.02%
HII	F	-0.02%
DTE	A	-0.02%
KRC	C	-0.02%
VFC	B	-0.02%
VMC	D	-0.02%
DVN	F	-0.02%
GL	C	-0.02%
PM	C	-0.02%
GLPI	A	-0.02%
WRK	B	-0.02%
DG	F	-0.02%
RGA	C	-0.02%
STZ	B	-0.02%
FDX	D	-0.02%
EVRG	C	-0.02%
JEF	A	-0.02%
SWK	A	-0.02%
TMO	C	-0.02%
CSL	A	-0.02%
PH	A	-0.02%
EPD	A	-0.02%
DOW	B	-0.02%
HON	C	-0.02%
KMI	A	-0.02%
COP	D	-0.02%
NEE	A	-0.02%
AIG	F	-0.02%
DELL	C	-0.02%
COST	C	-0.02%
UAL	B	-0.02%
BA	F	-0.02%
VOYA	A	-0.01%
MCK	F	-0.01%
MHK	B	-0.01%
OGS	C	-0.01%
KMPR	D	-0.01%
LMT	A	-0.01%
WU	D	-0.01%
THG	C	-0.01%
LEA	F	-0.01%
MKL	C	-0.01%
NFG	A	-0.01%
OGE	A	-0.01%
PSEC	C	-0.01%
WEC	A	-0.01%
HR	D	-0.01%
KIM	C	-0.01%
PRE	F	-0.01%
BKH	C	-0.01%
HRB	C	-0.01%
CHH	B	-0.01%
AAP	F	-0.01%
HPP	F	-0.01%
AAL	D	-0.01%
AEE	A	-0.01%
AMH	D	-0.01%
AEP	C	-0.01%
ETR	A	-0.01%
AVB	C	-0.01%
XEL	A	-0.01%
VTR	C	-0.01%
AL	D	-0.01%
ROP	C	-0.01%
SO	A	-0.01%
LAZ	C	-0.01%
D	A	-0.01%
DUK	A	-0.01%
MAR	B	-0.01%
SYK	C	-0.01%
GM	D	-0.01%
SBUX	B	-0.01%
LUV	B	-0.01%
MSI	A	-0.01%
PCG	B	-0.01%
WFC	D	-0.01%
RTX	A	-0.01%
RSG	D	-0.0%