SUSL vs. SPVM ETF Comparison
Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to Invesco S&P 500 Value with Momentum ETF (SPVM)
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
SPVM
Invesco S&P 500 Value with Momentum ETF
SPVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest value and momentum scores.Grade (RS Rating)
Last Trade
$58.69
Average Daily Volume
3,161
Number of Holdings
*
98
* may have additional holdings in another (foreign) market
Performance
| Period | SUSL | SPVM |
|---|---|---|
| 30 Days | 1.77% | 4.99% |
| 60 Days | 3.52% | 4.61% |
| 90 Days | 3.52% | 8.13% |
| 12 Months | 31.97% | 22.22% |
48 Overlapping Holdings
| Symbol | Grade | Weight in SUSL | Weight in SPVM | Overlap | |
|---|---|---|---|---|---|
| ACGL | C | 1.0% | 1.19% | 1.0% | |
| AFL | C | 1.0% | 1.13% | 1.0% | |
| AIZ | B | 1.0% | 1.3% | 1.0% | |
| ALL | B | 1.0% | 0.88% | 0.88% | |
| ATO | B | 1.0% | 0.9% | 0.9% | |
| BALL | C | 1.0% | 1.05% | 1.0% | |
| BBY | C | 1.0% | 1.3% | 1.0% | |
| BG | D | 1.0% | 1.77% | 1.0% | |
| BK | B | 1.0% | 1.15% | 1.0% | |
| BKR | C | 1.0% | 0.81% | 0.81% | |
| BXP | B | 1.0% | 0.74% | 0.74% | |
| CBRE | A | 1.0% | 0.95% | 0.95% | |
| CI | C | 1.0% | 1.13% | 1.0% | |
| CMI | C | 1.0% | 0.68% | 0.68% | |
| COF | B | 1.0% | 1.3% | 1.0% | |
| DAL | C | 1.0% | 1.27% | 1.0% | |
| DGX | B | 1.0% | 0.76% | 0.76% | |
| DHI | B | 1.0% | 1.39% | 1.0% | |
| DVA | B | 1.0% | 0.67% | 0.67% | |
| EBAY | B | 1.0% | 0.85% | 0.85% | |
| ELV | C | 1.0% | 0.88% | 0.88% | |
| HAL | F | 1.0% | 0.64% | 0.64% | |
| HBAN | B | 1.0% | 1.2% | 1.0% | |
| HIG | B | 1.0% | 1.15% | 1.0% | |
| HPE | D | 1.0% | 1.14% | 1.0% | |
| IP | B | 1.0% | 0.76% | 0.76% | |
| KEY | B | 1.0% | 1.14% | 1.0% | |
| KR | C | 1.0% | 1.46% | 1.0% | |
| LYB | D | 1.0% | 0.94% | 0.94% | |
| MOH | D | 1.0% | 1.18% | 1.0% | |
| MPC | F | 1.0% | 1.45% | 1.0% | |
| NRG | C | 1.0% | 1.02% | 1.0% | |
| NUE | F | 1.0% | 1.0% | 1.0% | |
| OKE | B | 1.0% | 0.67% | 0.67% | |
| OMC | B | 1.0% | 0.84% | 0.84% | |
| PHM | B | 1.0% | 1.21% | 1.0% | |
| PNC | B | 1.0% | 1.1% | 1.0% | |
| PRU | C | 1.0% | 1.08% | 1.0% | |
| PSX | F | 1.0% | 1.42% | 1.0% | |
| RJF | C | 1.0% | 0.73% | 0.73% | |
| STLD | F | 1.0% | 1.01% | 1.0% | |
| STT | A | 1.0% | 1.31% | 1.0% | |
| SW | B | 1.0% | 0.89% | 0.89% | |
| SYF | C | 1.0% | 1.42% | 1.0% | |
| TRV | C | 1.0% | 1.01% | 1.0% | |
| USB | B | 1.0% | 1.11% | 1.0% | |
| VLO | F | 1.0% | 1.61% | 1.0% | |
| VZ | B | 1.0% | 1.0% | 1.0% |
SUSL Overweight 245 Positions Relative to SPVM
| 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% | |
| DINO | F | 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% | |
| SOLV | C | 1.0% | |
| FBIN | B | 1.0% | |
| NLY | B | 1.0% | |
| WTRG | D | 1.0% | |
| LKQ | F | 1.0% | |
| CTLT | 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% | |
| 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% | |
| 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% | |
| FDS | C | 1.0% | |
| WSM | D | 1.0% | |
| BURL | B | 1.0% | |
| EME | B | 1.0% | |
| EXPD | C | 1.0% | |
| AVY | 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% | |
| PFG | B | 1.0% | |
| TRU | B | 1.0% | |
| LH | C | 1.0% | |
| DRI | B | 1.0% | |
| GPC | D | 1.0% | |
| HOLX | B | 1.0% | |
| WAT | C | 1.0% | |
| PTC | D | 1.0% | |
| STX | C | 1.0% | |
| RF | B | 1.0% | |
| WDC | D | 1.0% | |
| CMS | C | 1.0% | |
| CLX | C | 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% | |
| WY | C | 1.0% | |
| DECK | C | 1.0% | |
| TROW | D | 1.0% | |
| NTAP | D | 1.0% | |
| HUBS | D | 1.0% | |
| ES | C | 1.0% | |
| STE | C | 1.0% | |
| DOV | B | 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% | |
| IFF | B | 1.0% | |
| ANSS | D | 1.0% | |
| VLTO | C | 1.0% | |
| DXCM | F | 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% | |
| 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% | |
| IRM | C | 1.0% | |
| IR | 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% | |
| EW | F | 1.0% | |
| LNG | C | 1.0% | |
| IDXX | C | 1.0% | |
| HUM | F | 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% | |
| FIS | B | 1.0% | |
| URI | B | 1.0% | |
| JCI | B | 1.0% | |
| KMB | D | 1.0% | |
| DLR | B | 1.0% | |
| SRE | C | 1.0% | |
| CCI | C | 1.0% | |
| HLT | B | 1.0% | |
| AZO | D | 1.0% | |
| WDAY | D | 1.0% | |
| WMB | B | 1.0% | |
| ADSK | C | 1.0% | |
| TFC | C | 1.0% | |
| SLB | F | 1.0% | |
| NXPI | F | 1.0% | |
| CARR | B | 1.0% | |
| CRH | B | 1.0% | |
| NEM | B | 1.0% | |
| APD | B | 1.0% | |
| MRVL | C | 1.0% | |
| ECL | B | 1.0% | |
| CSX | D | 1.0% | |
| ORLY | C | 1.0% | |
| PYPL | B | 1.0% | |
| TGT | C | 1.0% | |
| CDNS | D | 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% | |
| 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% | |
| 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% | |
| IBM | B | 1.0% | |
| MCD | B | 1.0% | |
| ACN | C | 1.0% | |
| LIN | B | 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 50 Positions Relative to SPVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| GM | C | -2.08% | |
| CINF | B | -1.54% | |
| MTB | B | -1.46% | |
| L | C | -1.43% | |
| LEN | B | -1.27% | |
| AIG | D | -1.22% | |
| FDX | C | -1.19% | |
| UHS | B | -1.19% | |
| JBL | D | -1.08% | |
| FITB | B | -1.08% | |
| VTRS | D | -1.06% | |
| BRK.A | C | -1.05% | |
| C | C | -1.05% | |
| HII | D | -1.02% | |
| CB | B | -1.01% | |
| MET | B | -1.0% | |
| BAC | D | -0.98% | |
| CAH | C | -0.98% | |
| WFC | D | -0.92% | |
| BLDR | C | -0.91% | |
| CE | F | -0.9% | |
| MRO | C | -0.9% | |
| JPM | D | -0.89% | |
| KMI | B | -0.88% | |
| EMN | B | -0.88% | |
| EMR | D | -0.88% | |
| MCK | F | -0.87% | |
| GS | C | -0.85% | |
| EOG | D | -0.85% | |
| CTSH | C | -0.85% | |
| XOM | C | -0.84% | |
| WRB | C | -0.83% | |
| SWK | B | -0.79% | |
| TXT | D | -0.76% | |
| DUK | C | -0.75% | |
| WMT | C | -0.74% | |
| PCAR | D | -0.74% | |
| FANG | D | -0.73% | |
| J | C | -0.71% | |
| HST | C | -0.7% | |
| SNA | C | -0.7% | |
| COP | D | -0.67% | |
| DOW | D | -0.66% | |
| CCL | C | -0.66% | |
| NCLH | C | -0.66% | |
| PEG | B | -0.64% | |
| EQT | D | -0.63% | |
| SWKS | D | -0.62% | |
| CTRA | D | -0.62% | |
| TEL | D | -0.6% |
SUSL: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Diagnostics & Research
Specialty Retail
Business Services
Capital Markets
Packaged Foods
Asset Management
Banks - Regional - US
Credit Services
Drug Manufacturers - Major
Semiconductors
Specialty Chemicals
Household & Personal Products
Medical Instruments & Supplies
Health Care Plans
Insurance - Diversified
Integrated Shipping & Logistics
Medical Devices
Oil & Gas Midstream
SPVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Insurance - Property & Casualty
Oil & Gas E&P
Insurance - Diversified
Banks - Global
Chemicals
Health Care Plans
Insurance - Life
Oil & Gas Refining & Marketing
Packaging & Containers
Residential Construction
Aerospace & Defense
Asset Management
Capital Markets
Credit Services
Diversified Industrials
Leisure
Medical Care
Medical Distribution
Oil & Gas Equipment & Services
Keywords:
S&P 500
Insurance
Natural Gas
Bank
Insurance Products
Banking
Cash Management
Petroleum Industry
Disability
Investment Bank
Natural Gas Liquids
Asset Management Services
Casualty Insurance
Investment Management
Life Insurance
Aerospace
Commercial Banking
Crude Oil
Dow Jones Component
Electronics
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