SUSL vs. SKOR ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR)

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

SKOR

FlexShares Credit-Scored US Corporate Bond Index Fund

SKOR Description

The investment seeks the price and yield performance, before fees and expenses, of the Northern Trust Credit-Scored US Corporate Bond IndexSM. The fund generally will invest at least 80% of its total assets in the securities of its underlying index. The index reflects the performance of a portfolio of US-dollar denominated bonds of companies that are considered by the index Provider to have higher credit quality, lower risk of default and the potential for higher yield, price appreciation and liquidity relative to the universe of securities comprising the Northern Trust US Investment-Grade Corporate Bond IndexSM. The fund is non-diversified

Grade (RS Rating)

Last Trade

$47.98

Average Daily Volume

46,093

Number of Holdings ^*

305

* may have additional holdings in another (foreign) market

Performance

Period	SUSL	SKOR
30 Days	3.38%	-0.31%
60 Days	5.08%	-1.61%
90 Days	6.25%	-0.51%
12 Months	32.87%	7.12%

128 Overlapping Holdings

Symbol	Grade	Weight in SUSL	Weight in SKOR	Overlap
A	D	0.14%	0.07%	0.07%
ADBE	C	0.81%	0.09%	0.09%
ADP	B	0.45%	0.07%	0.07%
ADSK	A	0.25%	0.08%	0.08%
AFL	B	0.22%	0.04%	0.04%
AIZ	A	0.04%	0.04%	0.04%
ALL	A	0.19%	0.15%	0.15%
ALLE	D	0.04%	0.07%	0.04%
ALLY	C	0.04%	0.14%	0.04%
AMGN	D	0.56%	0.11%	0.11%
AMP	A	0.2%	0.07%	0.07%
AMT	D	0.34%	0.13%	0.13%
APD	A	0.26%	0.19%	0.19%
ATO	A	0.08%	0.17%	0.08%
AVY	D	0.06%	0.02%	0.02%
AWK	D	0.1%	0.07%	0.07%
AXP	A	0.61%	0.07%	0.07%
AZO	C	0.19%	0.05%	0.05%
BG	F	0.05%	0.08%	0.05%
BK	A	0.21%	0.05%	0.05%
BLK	C	0.55%	0.08%	0.08%
BMY	B	0.43%	0.1%	0.1%
BR	A	0.1%	0.08%	0.08%
BXP	D	0.04%	0.09%	0.04%
CARR	D	0.22%	0.09%	0.09%
CBOE	B	0.08%	0.08%	0.08%
CCI	D	0.16%	0.18%	0.16%
CFG	B	0.08%	0.07%	0.07%
CHD	B	0.1%	0.18%	0.1%
CHTR	C	0.13%	0.2%	0.13%
CI	F	0.34%	0.14%	0.14%
CL	D	0.27%	0.09%	0.09%
CLX	B	0.08%	0.02%	0.02%
CMCSA	B	0.62%	0.14%	0.14%
CMI	A	0.18%	0.04%	0.04%
CMS	C	0.08%	0.08%	0.08%
COF	B	0.25%	0.02%	0.02%
CPB	D	0.03%	0.06%	0.03%
CSX	B	0.25%	0.04%	0.04%
CTAS	B	0.29%	0.02%	0.02%
DFS	B	0.16%	0.11%	0.11%
DGX	A	0.07%	0.07%	0.07%
DHI	D	0.17%	0.07%	0.07%
DHR	F	0.57%	0.09%	0.09%
DINO	D	0.03%	0.08%	0.03%
DIS	B	0.76%	0.09%	0.09%
DLR	B	0.22%	0.1%	0.1%
DOV	A	0.1%	0.07%	0.07%
EA	A	0.15%	0.04%	0.04%
EBAY	D	0.11%	0.08%	0.08%
ECL	D	0.23%	0.06%	0.06%
ED	D	0.12%	0.11%	0.11%
EIX	B	0.12%	0.04%	0.04%
ELV	F	0.34%	0.18%	0.18%
EQIX	A	0.32%	0.0%	0.0%
ES	D	0.08%	0.04%	0.04%
EW	C	0.15%	0.08%	0.08%
FOXA	B	0.04%	0.25%	0.04%
FTV	C	0.1%	0.04%	0.04%
GILD	C	0.4%	0.13%	0.13%
GIS	D	0.13%	0.08%	0.08%
GOOGL	C	3.56%	0.03%	0.03%
HBAN	A	0.09%	0.08%	0.08%
HCA	F	0.24%	0.03%	0.03%
HD	A	1.47%	0.0%	0.0%
HPQ	B	0.13%	0.07%	0.07%
HUM	C	0.13%	0.12%	0.12%
IBM	C	0.74%	0.09%	0.09%
INTC	D	0.38%	0.12%	0.12%
INTU	C	0.69%	0.1%	0.1%
ITW	B	0.29%	0.07%	0.07%
JBHT	C	0.05%	0.12%	0.05%
JNJ	D	1.35%	0.18%	0.18%
K	A	0.08%	0.11%	0.08%
KDP	D	0.13%	0.08%	0.08%
KEY	B	0.07%	0.08%	0.07%
KEYS	A	0.11%	0.08%	0.08%
KMB	D	0.17%	0.08%	0.08%
KO	D	0.94%	0.08%	0.08%
LH	C	0.07%	0.11%	0.07%
LII	A	0.08%	0.16%	0.08%
LOW	D	0.55%	0.04%	0.04%
MA	C	1.55%	0.04%	0.04%
MCD	D	0.75%	0.04%	0.04%
MCO	B	0.28%	0.07%	0.07%
MKC	D	0.07%	0.07%	0.07%
MLM	B	0.13%	0.09%	0.09%
MMC	B	0.4%	0.01%	0.01%
MMM	D	0.25%	0.08%	0.08%
MS	A	0.6%	0.04%	0.04%
MSFT	F	10.54%	0.04%	0.04%
NDAQ	A	0.13%	0.08%	0.08%
NI	A	0.06%	0.19%	0.06%
NTAP	C	0.09%	0.07%	0.07%
NXPI	D	0.21%	0.21%	0.21%
OKE	A	0.25%	0.14%	0.14%
ORLY	B	0.26%	0.08%	0.08%
PEP	F	0.8%	0.24%	0.24%
PG	A	1.47%	0.06%	0.06%
PGR	A	0.56%	0.04%	0.04%
PHM	D	0.1%	0.2%	0.1%
PLD	D	0.38%	0.07%	0.07%
PNC	B	0.3%	0.03%	0.03%
PPG	F	0.1%	0.07%	0.07%
PRU	A	0.16%	0.0%	0.0%
PYPL	B	0.31%	0.02%	0.02%
ROK	B	0.11%	0.06%	0.06%
SCHW	B	0.44%	0.04%	0.04%
SJM	D	0.04%	0.04%	0.04%
SPGI	C	0.59%	0.08%	0.08%
SRE	A	0.22%	0.07%	0.07%
STLD	B	0.08%	0.04%	0.04%
STT	A	0.1%	0.07%	0.07%
SYF	B	0.09%	0.08%	0.08%
TFC	A	0.23%	0.06%	0.06%
TRMB	B	0.06%	0.1%	0.06%
TT	A	0.34%	0.08%	0.08%
TXN	C	0.65%	0.07%	0.07%
UNP	C	0.53%	0.11%	0.11%
UPS	C	0.35%	0.08%	0.08%
USB	A	0.29%	0.07%	0.07%
V	A	1.76%	0.1%	0.1%
VLO	C	0.17%	0.08%	0.08%
VZ	C	0.65%	0.03%	0.03%
WELL	A	0.3%	0.08%	0.08%
WTW	B	0.12%	0.06%	0.06%
WY	D	0.08%	0.1%	0.08%
ZTS	D	0.29%	0.05%	0.05%

SUSL Overweight 165 Positions Relative to SKOR

Symbol	Grade	Weight
NVDA	C	13.05%
TSLA	B	3.52%
GOOG	C	3.09%
LLY	F	2.19%
CRM	B	1.18%
MRK	F	0.91%
ACN	C	0.82%
AMD	F	0.8%
LIN	D	0.79%
NOW	A	0.78%
GE	D	0.71%
CAT	B	0.69%
BKNG	A	0.64%
ETN	A	0.54%
AMAT	F	0.53%
TJX	A	0.49%
PANW	C	0.47%
FI	A	0.46%
DE	A	0.41%
LRCX	F	0.35%
ICE	C	0.33%
NKE	D	0.33%
MELI	D	0.32%
SNPS	B	0.31%
CDNS	B	0.3%
MRVL	B	0.29%
WMB	A	0.26%
CRH	A	0.25%
HLT	A	0.23%
SLB	C	0.23%
TRV	B	0.22%
WDAY	B	0.21%
FICO	B	0.21%
RCL	A	0.21%
PSX	C	0.2%
URI	B	0.2%
MPC	D	0.2%
TGT	F	0.2%
JCI	C	0.2%
LNG	B	0.19%
DASH	A	0.19%
GWW	B	0.19%
PWR	A	0.18%
NEM	D	0.18%
PAYX	C	0.17%
FIS	C	0.17%
TRGP	B	0.16%
COR	B	0.16%
BKR	B	0.16%
AXON	A	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%
ODFL	B	0.15%
YUM	B	0.14%
EXC	C	0.14%
IRM	D	0.13%
HUBS	A	0.13%
HIG	B	0.13%
GEHC	F	0.13%
NUE	C	0.13%
LULU	C	0.13%
IQV	D	0.13%
ACGL	D	0.13%
RJF	A	0.12%
IDXX	F	0.12%
SW	A	0.11%
TSCO	D	0.11%
DXCM	D	0.11%
ANSS	B	0.11%
XYL	D	0.11%
TTWO	A	0.11%
VLTO	D	0.1%
TROW	B	0.1%
DECK	A	0.1%
NVR	D	0.1%
HAL	C	0.1%
HPE	B	0.1%
SBAC	D	0.09%
LPLA	A	0.09%
RF	A	0.09%
EME	C	0.09%
MTD	D	0.09%
STE	F	0.08%
WDC	D	0.08%
LYB	F	0.08%
WAT	B	0.08%
WSM	B	0.08%
ZBH	C	0.08%
NTRS	A	0.08%
IFF	D	0.08%
BIIB	F	0.08%
PTC	A	0.08%
WST	C	0.08%
PODD	C	0.07%
HOLX	D	0.07%
FSLR	F	0.07%
FDS	B	0.07%
BALL	D	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%
OMC	C	0.07%
NRG	B	0.07%
DOC	D	0.06%
DPZ	C	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%
GPC	D	0.06%
EXPD	D	0.06%
EQH	B	0.06%
OC	A	0.06%
IEX	B	0.06%
MOH	F	0.06%
BURL	A	0.06%
PNR	A	0.06%
BBY	D	0.06%
DAY	B	0.05%
KMX	B	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%
APTV	D	0.05%
GGG	B	0.05%
MKTX	D	0.04%
NLY	C	0.04%
LKQ	D	0.04%
DAL	C	0.04%
SOLV	C	0.04%
WTRG	B	0.04%
CNH	C	0.04%
CTLT	B	0.04%
IPG	D	0.04%
LW	C	0.04%
TECH	D	0.04%
JNPR	F	0.04%
AZPN	A	0.03%
ACI	C	0.03%
RIVN	F	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 177 Positions Relative to SKOR

Symbol	Grade	Weight
LEN	D	-0.32%
KMI	A	-0.28%
AEE	A	-0.25%
LMT	D	-0.23%
SPG	B	-0.22%
GM	B	-0.2%
VRSN	F	-0.19%
MAS	D	-0.19%
TPR	B	-0.19%
PAA	B	-0.19%
TMO	F	-0.19%
NOC	D	-0.19%
TD	F	-0.17%
DOW	F	-0.17%
GPN	B	-0.17%
WEC	A	-0.17%
PM	B	-0.17%
DG	F	-0.16%
CVS	D	-0.16%
ARW	D	-0.15%
ADI	D	-0.15%
RPRX	D	-0.14%
XEL	A	-0.14%
TDY	B	-0.14%
GD	F	-0.14%
TMUS	B	-0.14%
WU	D	-0.13%
BWA	D	-0.13%
WM	A	-0.13%
BRX	A	-0.12%
O	D	-0.12%
AMCR	D	-0.12%
CME	A	-0.12%
T	A	-0.12%
APH	A	-0.11%
CM	A	-0.11%
SWK	D	-0.11%
BHP	F	-0.11%
MKL	A	-0.11%
NVT	B	-0.11%
AMZN	C	-0.11%
ATHS	C	-0.11%
ARCC	A	-0.11%
BMO	A	-0.11%
ORCL	B	-0.11%
VRSK	A	-0.1%
BIDU	F	-0.1%
CNP	B	-0.1%
LNT	A	-0.1%
BKU	A	-0.1%
CB	C	-0.1%
MO	A	-0.1%
COST	B	-0.1%
SO	D	-0.1%
GS	A	-0.1%
LHX	C	-0.1%
VNT	B	-0.09%
THG	A	-0.09%
SBUX	A	-0.09%
MET	A	-0.09%
FHN	A	-0.09%
DTE	C	-0.09%
CMA	A	-0.09%
AGR	B	-0.09%
HST	C	-0.09%
MCK	B	-0.09%
FLO	D	-0.09%
LAZ	B	-0.09%
BNS	A	-0.09%
AON	A	-0.09%
FITB	A	-0.09%
AAPL	C	-0.09%
AFG	A	-0.08%
PSA	D	-0.08%
AWH	F	-0.08%
QCOM	F	-0.08%
FAF	A	-0.08%
LEA	D	-0.08%
BDX	F	-0.08%
CSL	C	-0.08%
KLAC	D	-0.08%
HP	B	-0.08%
ORI	A	-0.08%
H	B	-0.08%
DSS	F	-0.08%
AMH	D	-0.08%
WHR	B	-0.08%
ROP	B	-0.08%
BRO	B	-0.08%
NFG	A	-0.08%
JEF	A	-0.08%
MU	D	-0.08%
DUK	C	-0.08%
GLPI	C	-0.08%
D	C	-0.08%
ABBV	D	-0.08%
C	A	-0.08%
EMR	A	-0.07%
AVT	C	-0.07%
KMPR	B	-0.07%
PCG	A	-0.07%
CPT	B	-0.07%
SBRA	C	-0.07%
WB	D	-0.07%
BAX	D	-0.07%
CE	F	-0.07%
BKH	A	-0.07%
ESS	B	-0.07%
GSBD	F	-0.07%
PKG	A	-0.07%
FMC	D	-0.07%
NSC	B	-0.07%
TEL	B	-0.07%
CUBE	D	-0.07%
HUBB	B	-0.07%
OTIS	C	-0.07%
MDLZ	F	-0.07%
PEG	A	-0.07%
EPD	A	-0.07%
BABA	D	-0.07%
HSBC	B	-0.07%
WFC	A	-0.07%
SKT	B	-0.06%
REG	B	-0.06%
WAB	B	-0.06%
SCS	C	-0.06%
GL	B	-0.06%
BA	F	-0.06%
WPC	D	-0.06%
AL	B	-0.06%
NNN	D	-0.06%
SITC	D	-0.05%
DT	C	-0.05%
EFX	F	-0.05%
RY	A	-0.05%
AER	B	-0.05%
DLTR	F	-0.05%
PDM	D	-0.04%
KIM	A	-0.04%
HPP	F	-0.04%
VOYA	B	-0.04%
KRG	B	-0.04%
RNR	C	-0.04%
RPM	A	-0.04%
ARE	D	-0.04%
HII	D	-0.04%
AXS	A	-0.04%
HIW	D	-0.04%
AIG	B	-0.04%
HON	B	-0.04%
MSI	B	-0.04%
MAR	B	-0.04%
CSCO	B	-0.04%
KRC	C	-0.04%
SHW	A	-0.04%
RSG	A	-0.04%
DB	D	-0.04%
AVGO	D	-0.04%
NEE	D	-0.04%
FLS	B	-0.03%
SYK	C	-0.03%
FNF	B	-0.03%
PH	A	-0.02%
AAP	C	-0.02%
BDN	C	-0.02%
MAA	B	-0.02%
EQR	B	-0.02%
AVB	B	-0.02%
VTR	C	-0.02%
AEP	D	-0.02%
MUFG	B	-0.02%
WMT	A	-0.02%
UNH	C	-0.02%
CP	D	-0.01%
JPM	A	-0.01%
OHI	C	-0.0%
BAC	A	-0.0%