USCL vs. EFIV ETF Comparison
Comparison of iShares Climate Conscious & Transition MSCI USA ETF (USCL) to SPDR S&P 500 ESG ETF (EFIV)
USCL
iShares Climate Conscious & Transition MSCI USA ETF
USCL Description
The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$68.00
Average Daily Volume
2,449
Number of Holdings
*
296
* may have additional holdings in another (foreign) market
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$55.19
Average Daily Volume
115,036
Number of Holdings
*
314
* may have additional holdings in another (foreign) market
Performance
Period | USCL | EFIV |
---|---|---|
30 Days | 1.61% | 0.88% |
60 Days | 7.51% | 6.32% |
90 Days | 3.55% | 2.61% |
12 Months | 38.00% | 34.93% |
186 Overlapping Holdings
Symbol | Grade | Weight in USCL | Weight in EFIV | Overlap | |
---|---|---|---|---|---|
A | B | 0.12% | 0.12% | 0.12% | |
AAPL | C | 5.46% | 9.99% | 5.46% | |
ABBV | A | 0.97% | 0.99% | 0.97% | |
ABT | B | 0.55% | 0.56% | 0.55% | |
ACGL | A | 0.12% | 0.12% | 0.12% | |
ACN | B | 0.62% | 0.63% | 0.62% | |
ADBE | F | 0.65% | 0.66% | 0.65% | |
ADP | A | 0.32% | 0.32% | 0.32% | |
ADSK | B | 0.17% | 0.17% | 0.17% | |
AIG | F | 0.14% | 0.14% | 0.14% | |
AJG | D | 0.17% | 0.18% | 0.17% | |
AKAM | C | 0.04% | 0.04% | 0.04% | |
ALB | D | 0.03% | 0.03% | 0.03% | |
AMD | D | 0.75% | 0.77% | 0.75% | |
AME | D | 0.11% | 0.12% | 0.11% | |
AMGN | D | 0.49% | 0.5% | 0.49% | |
AMT | C | 0.3% | 0.31% | 0.3% | |
AON | A | 0.19% | 0.22% | 0.19% | |
ARE | D | 0.05% | 0.05% | 0.05% | |
AVB | C | 0.09% | 0.09% | 0.09% | |
AVY | C | 0.05% | 0.05% | 0.05% | |
AWK | B | 0.08% | 0.08% | 0.08% | |
AXP | A | 0.44% | 0.44% | 0.44% | |
BAC | D | 0.78% | 0.77% | 0.77% | |
BALL | C | 0.06% | 0.06% | 0.06% | |
BIIB | F | 0.08% | 0.08% | 0.08% | |
BK | C | 0.15% | 0.15% | 0.15% | |
BKR | B | 0.1% | 0.1% | 0.1% | |
BLK | A | 0.4% | 0.38% | 0.38% | |
BMY | B | 0.29% | 0.3% | 0.29% | |
BR | B | 0.07% | 0.07% | 0.07% | |
BSX | A | 0.35% | 0.35% | 0.35% | |
BXP | C | 0.03% | 0.03% | 0.03% | |
CAT | A | 0.54% | 0.55% | 0.54% | |
CB | A | 0.32% | 0.31% | 0.31% | |
CBOE | A | 0.06% | 0.06% | 0.06% | |
CBRE | A | 0.11% | 0.11% | 0.11% | |
CL | D | 0.23% | 0.24% | 0.23% | |
CMCSA | B | 0.46% | 0.46% | 0.46% | |
CME | A | 0.22% | 0.23% | 0.22% | |
CMG | C | 0.22% | 0.23% | 0.22% | |
CMI | B | 0.13% | 0.13% | 0.13% | |
CPB | D | 0.03% | 0.03% | 0.03% | |
CRL | F | 0.03% | 0.03% | 0.03% | |
CRM | B | 0.76% | 0.77% | 0.76% | |
CSCO | A | 0.6% | 0.62% | 0.6% | |
CSX | D | 0.19% | 0.19% | 0.19% | |
CTAS | B | 0.21% | 0.2% | 0.2% | |
CTVA | A | 0.12% | 0.12% | 0.12% | |
CVS | C | 0.22% | 0.22% | 0.22% | |
CVX | B | 0.72% | 0.71% | 0.71% | |
DAY | B | 0.03% | 0.03% | 0.03% | |
DE | A | 0.31% | 0.31% | 0.31% | |
DECK | B | 0.07% | 0.07% | 0.07% | |
DFS | C | 0.1% | 0.1% | 0.1% | |
DHR | C | 0.52% | 0.51% | 0.51% | |
DIS | D | 0.49% | 0.5% | 0.49% | |
DLR | C | 0.15% | 0.14% | 0.14% | |
DOC | C | 0.04% | 0.05% | 0.04% | |
DOV | B | 0.07% | 0.08% | 0.07% | |
DVA | C | 0.02% | 0.02% | 0.02% | |
EBAY | A | 0.09% | 0.09% | 0.09% | |
ECL | B | 0.18% | 0.19% | 0.18% | |
ED | A | 0.1% | 0.1% | 0.1% | |
EL | D | 0.07% | 0.07% | 0.07% | |
EMR | B | 0.18% | 0.18% | 0.18% | |
EQIX | B | 0.24% | 0.24% | 0.24% | |
EQR | C | 0.07% | 0.07% | 0.07% | |
ES | C | 0.07% | 0.07% | 0.07% | |
ETN | C | 0.37% | 0.38% | 0.37% | |
EW | F | 0.11% | 0.12% | 0.11% | |
EXC | A | 0.11% | 0.12% | 0.11% | |
FANG | D | 0.09% | 0.09% | 0.09% | |
FCX | B | 0.21% | 0.21% | 0.21% | |
FDS | C | 0.05% | 0.05% | 0.05% | |
FI | A | 0.29% | 0.3% | 0.29% | |
FIS | C | 0.13% | 0.13% | 0.13% | |
FTV | B | 0.08% | 0.08% | 0.08% | |
GILD | A | 0.29% | 0.3% | 0.29% | |
GIS | C | 0.12% | 0.12% | 0.12% | |
GM | D | 0.15% | 0.15% | 0.15% | |
GOOG | B | 1.98% | 2.29% | 1.98% | |
GOOGL | B | 2.28% | 2.77% | 2.28% | |
GPN | F | 0.07% | 0.07% | 0.07% | |
GS | C | 0.45% | 0.45% | 0.45% | |
HD | A | 1.12% | 1.14% | 1.12% | |
HES | D | 0.11% | 0.11% | 0.11% | |
HIG | A | 0.1% | 0.1% | 0.1% | |
HLT | A | 0.17% | 0.17% | 0.17% | |
HPE | B | 0.07% | 0.08% | 0.07% | |
HSY | D | 0.08% | 0.08% | 0.08% | |
HUBB | A | 0.06% | 0.07% | 0.06% | |
HUM | F | 0.11% | 0.11% | 0.11% | |
ICE | A | 0.26% | 0.26% | 0.26% | |
IDXX | D | 0.12% | 0.12% | 0.12% | |
IEX | D | 0.05% | 0.05% | 0.05% | |
INCY | B | 0.03% | 0.03% | 0.03% | |
INTC | D | 0.29% | 0.29% | 0.29% | |
ITW | A | 0.22% | 0.2% | 0.2% | |
JBHT | D | 0.04% | 0.04% | 0.04% | |
JCI | B | 0.15% | 0.15% | 0.15% | |
JKHY | A | 0.04% | 0.04% | 0.04% | |
JPM | D | 1.71% | 1.73% | 1.71% | |
K | B | 0.06% | 0.06% | 0.06% | |
KDP | C | 0.12% | 0.11% | 0.11% | |
KIM | C | 0.04% | 0.04% | 0.04% | |
KMI | A | 0.12% | 0.12% | 0.12% | |
KO | C | 0.83% | 0.8% | 0.8% | |
LIN | B | 0.65% | 0.66% | 0.65% | |
LLY | D | 2.0% | 2.0% | 2.0% | |
LULU | D | 0.09% | 0.09% | 0.09% | |
LVS | B | 0.05% | 0.05% | 0.05% | |
MA | A | 1.16% | 1.17% | 1.16% | |
MAR | B | 0.17% | 0.17% | 0.17% | |
MCD | A | 0.62% | 0.63% | 0.62% | |
MCO | D | 0.22% | 0.21% | 0.21% | |
MDLZ | C | 0.28% | 0.29% | 0.28% | |
MGM | C | 0.03% | 0.03% | 0.03% | |
MKC | C | 0.06% | 0.06% | 0.06% | |
MMC | D | 0.31% | 0.32% | 0.31% | |
MRK | F | 0.81% | 0.83% | 0.81% | |
MS | B | 0.36% | 0.37% | 0.36% | |
MSFT | D | 4.64% | 9.18% | 4.64% | |
MTD | B | 0.09% | 0.09% | 0.09% | |
NDAQ | C | 0.09% | 0.09% | 0.09% | |
NEE | A | 0.49% | 0.5% | 0.49% | |
NEM | C | 0.18% | 0.18% | 0.18% | |
NKE | D | 0.31% | 0.31% | 0.31% | |
NSC | C | 0.16% | 0.16% | 0.16% | |
NTRS | C | 0.05% | 0.05% | 0.05% | |
NVDA | C | 5.82% | 8.61% | 5.82% | |
OKE | B | 0.15% | 0.15% | 0.15% | |
OXY | D | 0.1% | 0.1% | 0.1% | |
PAYX | A | 0.12% | 0.12% | 0.12% | |
PCAR | D | 0.14% | 0.15% | 0.14% | |
PEG | A | 0.12% | 0.13% | 0.12% | |
PEP | D | 0.66% | 0.67% | 0.66% | |
PFE | D | 0.47% | 0.48% | 0.47% | |
PG | C | 1.16% | 1.18% | 1.16% | |
PLD | D | 0.33% | 0.34% | 0.33% | |
PNR | C | 0.05% | 0.05% | 0.05% | |
PPG | C | 0.09% | 0.09% | 0.09% | |
PWR | B | 0.12% | 0.13% | 0.12% | |
PYPL | C | 0.22% | 0.23% | 0.22% | |
QCOM | D | 0.54% | 0.55% | 0.54% | |
REG | C | 0.04% | 0.03% | 0.03% | |
REGN | D | 0.32% | 0.32% | 0.32% | |
ROK | C | 0.09% | 0.09% | 0.09% | |
RSG | D | 0.12% | 0.12% | 0.12% | |
SBUX | B | 0.31% | 0.32% | 0.31% | |
SCHW | D | 0.28% | 0.28% | 0.28% | |
SHW | B | 0.26% | 0.26% | 0.26% | |
SLB | D | 0.17% | 0.17% | 0.17% | |
SPGI | C | 0.46% | 0.47% | 0.46% | |
SRE | A | 0.15% | 0.15% | 0.15% | |
STT | C | 0.08% | 0.08% | 0.08% | |
T | A | 0.44% | 0.45% | 0.44% | |
TAP | C | 0.03% | 0.03% | 0.03% | |
TFX | C | 0.03% | 0.03% | 0.03% | |
TGT | C | 0.2% | 0.21% | 0.2% | |
TMUS | A | 0.31% | 0.29% | 0.29% | |
TROW | D | 0.07% | 0.07% | 0.07% | |
TRV | C | 0.15% | 0.16% | 0.15% | |
TSLA | C | 2.11% | 2.09% | 2.09% | |
TT | A | 0.25% | 0.25% | 0.25% | |
UBER | C | 0.4% | 0.46% | 0.4% | |
ULTA | D | 0.05% | 0.06% | 0.05% | |
UNH | B | 1.51% | 1.55% | 1.51% | |
UNP | D | 0.42% | 0.43% | 0.42% | |
UPS | C | 0.28% | 0.28% | 0.28% | |
USB | C | 0.2% | 0.2% | 0.2% | |
V | C | 1.22% | 1.33% | 1.22% | |
VRSK | D | 0.11% | 0.11% | 0.11% | |
WAB | A | 0.09% | 0.09% | 0.09% | |
WAT | B | 0.06% | 0.06% | 0.06% | |
WELL | C | 0.22% | 0.21% | 0.21% | |
WM | B | 0.23% | 0.22% | 0.22% | |
WMT | A | 1.0% | 1.0% | 1.0% | |
WTW | B | 0.08% | 0.09% | 0.08% | |
WY | B | 0.07% | 0.07% | 0.07% | |
WYNN | B | 0.03% | 0.03% | 0.03% | |
XOM | A | 1.47% | 1.48% | 1.47% | |
XYL | C | 0.09% | 0.09% | 0.09% | |
YUM | A | 0.11% | 0.11% | 0.11% | |
ZBH | F | 0.06% | 0.06% | 0.06% | |
ZTS | C | 0.25% | 0.26% | 0.25% |
USCL Overweight 110 Positions Relative to EFIV
Symbol | Grade | Weight | |
---|---|---|---|
AMZN | C | 4.77% | |
META | A | 3.51% | |
AVGO | C | 2.16% | |
JNJ | D | 1.1% | |
NFLX | A | 0.86% | |
ORCL | B | 0.79% | |
TMO | C | 0.66% | |
IBM | B | 0.57% | |
WFC | D | 0.55% | |
TXN | C | 0.54% | |
VZ | A | 0.53% | |
NOW | C | 0.51% | |
INTU | F | 0.49% | |
PGR | C | 0.42% | |
BKNG | C | 0.41% | |
COP | D | 0.35% | |
VRTX | D | 0.34% | |
ADI | C | 0.32% | |
PANW | D | 0.31% | |
BX | C | 0.31% | |
SO | A | 0.28% | |
MELI | C | 0.27% | |
DUK | A | 0.25% | |
CEG | B | 0.23% | |
SNPS | F | 0.22% | |
CDNS | D | 0.21% | |
PLTR | B | 0.21% | |
MMM | C | 0.21% | |
EOG | B | 0.2% | |
CRWD | D | 0.19% | |
FDX | D | 0.18% | |
CRH | C | 0.18% | |
MCK | F | 0.18% | |
ROP | C | 0.17% | |
ABNB | D | 0.16% | |
WDAY | D | 0.15% | |
AEP | C | 0.15% | |
SPG | A | 0.15% | |
O | A | 0.15% | |
KMB | B | 0.14% | |
APO | A | 0.14% | |
FTNT | A | 0.14% | |
CCI | C | 0.14% | |
CPRT | B | 0.13% | |
WCN | D | 0.13% | |
D | A | 0.13% | |
F | D | 0.12% | |
STZ | B | 0.12% | |
IQV | F | 0.12% | |
DD | B | 0.11% | |
SQ | D | 0.11% | |
CTSH | B | 0.11% | |
ODFL | D | 0.11% | |
MNST | D | 0.11% | |
IT | C | 0.11% | |
DELL | C | 0.1% | |
VICI | C | 0.1% | |
SNOW | F | 0.1% | |
XEL | A | 0.1% | |
EFX | C | 0.1% | |
NUE | C | 0.1% | |
CHTR | D | 0.09% | |
MLM | D | 0.09% | |
GRMN | D | 0.08% | |
ANSS | D | 0.08% | |
NET | D | 0.07% | |
TEAM | D | 0.07% | |
CHD | C | 0.07% | |
FSLR | C | 0.07% | |
HUBS | D | 0.07% | |
PINS | D | 0.06% | |
WSM | B | 0.06% | |
CLX | B | 0.06% | |
TRU | A | 0.06% | |
ILMN | B | 0.06% | |
ATO | A | 0.06% | |
BAH | A | 0.06% | |
CSL | A | 0.06% | |
PTC | D | 0.06% | |
WST | D | 0.06% | |
RPM | A | 0.05% | |
FWONK | C | 0.05% | |
MANH | C | 0.05% | |
WRB | B | 0.05% | |
EXPD | C | 0.05% | |
LH | D | 0.05% | |
STLD | B | 0.05% | |
LII | C | 0.05% | |
TW | A | 0.04% | |
ACM | A | 0.04% | |
MRO | C | 0.04% | |
GGG | B | 0.04% | |
TRMB | B | 0.04% | |
OC | C | 0.04% | |
LNT | A | 0.04% | |
ZS | F | 0.04% | |
GEN | A | 0.04% | |
RVTY | B | 0.04% | |
MTCH | B | 0.03% | |
WTRG | D | 0.03% | |
CG | C | 0.03% | |
TWLO | B | 0.03% | |
CTLT | A | 0.03% | |
SNAP | D | 0.03% | |
CCK | C | 0.03% | |
OKTA | F | 0.03% | |
AZPN | C | 0.02% | |
H | C | 0.02% | |
BSY | D | 0.02% | |
PAYC | D | 0.02% |
USCL Underweight 128 Positions Relative to EFIV
Symbol | Grade | Weight | |
---|---|---|---|
COST | C | -1.13% | |
GE | C | -0.58% | |
AMAT | B | -0.49% | |
LOW | A | -0.44% | |
TJX | C | -0.38% | |
SYK | C | -0.36% | |
ELV | F | -0.35% | |
C | B | -0.34% | |
MU | D | -0.34% | |
MDT | B | -0.33% | |
LRCX | D | -0.31% | |
KLAC | B | -0.3% | |
CI | D | -0.28% | |
PH | A | -0.23% | |
PNC | C | -0.21% | |
BDX | B | -0.2% | |
APD | C | -0.19% | |
CARR | A | -0.19% | |
MPC | D | -0.16% | |
PSX | D | -0.16% | |
WMB | A | -0.16% | |
AFL | A | -0.16% | |
PSA | C | -0.16% | |
DHI | C | -0.16% | |
TFC | D | -0.16% | |
COF | C | -0.16% | |
ROST | C | -0.15% | |
URI | C | -0.15% | |
MET | A | -0.14% | |
ALL | B | -0.14% | |
VLO | D | -0.13% | |
MSCI | B | -0.13% | |
GWW | A | -0.13% | |
TEL | D | -0.13% | |
AMP | A | -0.13% | |
OTIS | A | -0.12% | |
RCL | C | -0.12% | |
PRU | C | -0.12% | |
KR | C | -0.11% | |
EXR | C | -0.11% | |
SYY | B | -0.11% | |
DOW | B | -0.11% | |
CNC | F | -0.11% | |
IR | A | -0.11% | |
DAL | C | -0.1% | |
EIX | A | -0.1% | |
IRM | A | -0.1% | |
HPQ | C | -0.1% | |
EA | D | -0.1% | |
RMD | C | -0.1% | |
PHM | A | -0.09% | |
TSCO | A | -0.09% | |
CSGP | F | -0.09% | |
KHC | D | -0.09% | |
ON | F | -0.09% | |
TRGP | B | -0.09% | |
VTR | C | -0.08% | |
CAH | B | -0.08% | |
IFF | C | -0.08% | |
ETR | A | -0.08% | |
ADM | D | -0.08% | |
AXON | A | -0.08% | |
FITB | C | -0.08% | |
MTB | C | -0.08% | |
RJF | B | -0.07% | |
WDC | C | -0.07% | |
DVN | D | -0.07% | |
SW | C | -0.07% | |
TTWO | F | -0.07% | |
LYB | D | -0.07% | |
HAL | F | -0.07% | |
SBAC | B | -0.07% | |
SYF | B | -0.06% | |
GPC | D | -0.06% | |
APTV | D | -0.06% | |
BAX | D | -0.06% | |
BBY | B | -0.06% | |
OMC | B | -0.06% | |
RF | C | -0.06% | |
HBAN | D | -0.06% | |
CPAY | A | -0.06% | |
EQT | B | -0.06% | |
MRNA | F | -0.06% | |
AMCR | B | -0.05% | |
EG | B | -0.05% | |
SWK | A | -0.05% | |
TSN | D | -0.05% | |
DGX | B | -0.05% | |
MAS | A | -0.05% | |
CFG | D | -0.05% | |
PFG | C | -0.05% | |
EXPE | B | -0.05% | |
CCL | C | -0.05% | |
HOLX | D | -0.05% | |
ALLE | A | -0.04% | |
HST | D | -0.04% | |
CHRW | A | -0.04% | |
SJM | C | -0.04% | |
UDR | C | -0.04% | |
POOL | B | -0.04% | |
KEY | C | -0.04% | |
CF | A | -0.04% | |
CAG | D | -0.04% | |
CZR | B | -0.03% | |
NCLH | C | -0.03% | |
HRL | F | -0.03% | |
GL | C | -0.03% | |
HAS | A | -0.03% | |
LW | D | -0.03% | |
MKTX | C | -0.03% | |
NWSA | D | -0.03% | |
AIZ | A | -0.03% | |
LKQ | F | -0.03% | |
TPR | B | -0.03% | |
IPG | C | -0.03% | |
KMX | F | -0.03% | |
PARA | F | -0.02% | |
BEN | F | -0.02% | |
WBA | F | -0.02% | |
BBWI | F | -0.02% | |
RL | B | -0.02% | |
IVZ | A | -0.02% | |
FMC | B | -0.02% | |
BWA | B | -0.02% | |
MHK | B | -0.02% | |
MOS | D | -0.02% | |
FRT | D | -0.02% | |
NWS | D | -0.01% |
USCL: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Business Services
Diagnostics & Research
Drug Manufacturers - Major
Asset Management
Utilities - Regulated Electric
Capital Markets
Semiconductors
Household & Personal Products
Internet Content & Information
Oil & Gas E&P
Software - Infrastructure
Specialty Chemicals
Credit Services
Specialty Retail
Beverages - Soft Drinks
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Property & Casualty
EFIV: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Drug Manufacturers - Major
Credit Services
Diagnostics & Research
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
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