USMF vs. XJH ETF Comparison

Comparison of WisdomTree U.S. Multifactor Fund (USMF) to iShares ESG Screened S&P Mid-Cap ETF (XJH)

USMF

WisdomTree U.S. Multifactor Fund

USMF Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$52.04

Average Daily Volume

25,121

Number of Holdings ^*

199

* may have additional holdings in another (foreign) market

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$44.74

Average Daily Volume

13,025

Number of Holdings ^*

353

* may have additional holdings in another (foreign) market

Performance

Period	USMF	XJH
30 Days	4.81%	4.58%
60 Days	7.23%	5.23%
90 Days	7.53%	5.65%
12 Months	30.89%	28.94%

48 Overlapping Holdings

Symbol	Grade	Weight in USMF	Weight in XJH	Overlap
ANF	F	0.39%	0.28%	0.28%
ARMK	B	0.69%	0.39%	0.39%
BERY	C	0.34%	0.29%	0.29%
BMRN	F	0.2%	0.47%	0.2%
CBSH	B	0.31%	0.32%	0.31%
CCK	D	0.37%	0.4%	0.37%
CHE	D	0.37%	0.32%	0.32%
CRUS	D	0.5%	0.21%	0.21%
CVLT	B	1.01%	0.28%	0.28%
DBX	B	1.02%	0.25%	0.25%
DINO	D	0.25%	0.26%	0.25%
DT	D	0.92%	0.61%	0.61%
EHC	B	0.44%	0.39%	0.39%
ELS	C	0.32%	0.5%	0.32%
EME	A	0.34%	0.88%	0.34%
EWBC	A	0.32%	0.54%	0.32%
EXEL	B	0.43%	0.38%	0.38%
FCN	F	0.24%	0.26%	0.24%
GAP	C	0.35%	0.19%	0.19%
GLPI	C	0.32%	0.5%	0.32%
GPK	C	0.38%	0.32%	0.32%
HALO	F	0.23%	0.26%	0.23%
HRB	D	0.6%	0.31%	0.31%
IBKR	A	0.4%	0.73%	0.4%
INGR	C	0.4%	0.37%	0.37%
LNTH	D	0.13%	0.21%	0.13%
LPX	B	0.29%	0.27%	0.27%
MSA	F	0.34%	0.26%	0.26%
MTG	C	0.29%	0.24%	0.24%
MUSA	B	0.74%	0.37%	0.37%
NBIX	C	0.25%	0.47%	0.25%
NNN	C	0.31%	0.29%	0.29%
NYT	D	0.88%	0.33%	0.33%
ORI	A	0.35%	0.33%	0.33%
POST	C	0.3%	0.19%	0.19%
PPC	C	0.37%	0.08%	0.08%
PRI	B	0.35%	0.38%	0.35%
RGA	A	0.34%	0.57%	0.34%
RLI	A	0.36%	0.28%	0.28%
RYAN	A	0.29%	0.27%	0.27%
SFM	A	0.29%	0.54%	0.29%
SNX	D	1.17%	0.33%	0.33%
THC	D	0.28%	0.59%	0.28%
TXRH	B	0.81%	0.5%	0.5%
UNM	A	0.38%	0.45%	0.38%
UTHR	C	0.41%	0.65%	0.41%
VOYA	B	0.35%	0.3%	0.3%
WPC	C	0.27%	0.45%	0.27%

USMF Overweight 151 Positions Relative to XJH

Symbol	Grade	Weight
APP	B	1.61%
MSI	B	1.52%
GDDY	A	1.49%
VRSN	C	1.43%
CTSH	B	1.38%
ROP	B	1.35%
TDY	B	1.34%
IBM	C	1.32%
FFIV	B	1.31%
TMUS	B	1.29%
TYL	B	1.12%
EA	A	1.11%
FOXA	A	1.09%
FICO	B	1.08%
ZM	C	1.07%
T	A	1.05%
GEN	B	1.03%
DOCU	B	1.02%
JNPR	D	1.0%
CRM	B	0.99%
AKAM	D	0.96%
CMCSA	B	0.93%
HPQ	B	0.93%
FTNT	C	0.88%
VZ	C	0.87%
TJX	A	0.85%
DIS	B	0.82%
ORLY	B	0.82%
WDAY	B	0.81%
DRI	B	0.79%
NTAP	C	0.79%
EPAM	B	0.76%
IPG	D	0.75%
AZO	C	0.73%
LVS	B	0.7%
EBAY	D	0.68%
INFA	D	0.66%
NTNX	B	0.64%
GM	C	0.63%
EXPE	B	0.53%
LDOS	C	0.52%
COR	B	0.49%
FSLR	F	0.48%
MCK	A	0.46%
ECL	D	0.45%
CAH	B	0.44%
CACI	D	0.43%
AMP	A	0.43%
XOM	B	0.43%
GILD	C	0.43%
HOLX	D	0.42%
EOG	A	0.42%
WM	B	0.42%
BSX	A	0.42%
FI	A	0.42%
JNJ	C	0.42%
ADP	A	0.41%
DGX	A	0.41%
ETR	B	0.4%
RSG	A	0.4%
ABT	B	0.4%
RJF	A	0.4%
COP	C	0.4%
LMT	D	0.4%
ADTN	A	0.4%
BR	A	0.39%
JPM	A	0.39%
L	A	0.39%
DOV	A	0.39%
HIG	B	0.39%
WFC	A	0.39%
LH	B	0.38%
VRSK	A	0.38%
ZBH	C	0.38%
CME	B	0.37%
BRK.A	B	0.37%
ABBV	F	0.37%
PCAR	B	0.37%
ALSN	B	0.37%
TRV	B	0.37%
ALL	A	0.36%
BRO	B	0.36%
AIZ	A	0.36%
LHX	C	0.36%
ACI	C	0.36%
SSNC	B	0.36%
CINF	A	0.36%
BMY	B	0.36%
MRO	B	0.35%
AFL	B	0.35%
WMT	A	0.35%
CNA	C	0.35%
PGR	A	0.35%
J	D	0.34%
MO	A	0.34%
AIG	B	0.34%
AXP	A	0.34%
OGE	A	0.34%
KR	B	0.34%
MRK	D	0.34%
MLI	B	0.34%
WRB	A	0.33%
CBOE	C	0.33%
NTRS	A	0.33%
MKL	A	0.33%
HAL	C	0.33%
SYF	B	0.32%
PG	C	0.32%
MTB	A	0.32%
VTRS	A	0.32%
TAP	C	0.32%
VLO	C	0.32%
PCG	A	0.31%
SYY	D	0.31%
DE	B	0.31%
KMB	C	0.31%
HCA	F	0.31%
DVN	F	0.31%
UHS	D	0.31%
VICI	C	0.31%
TMO	F	0.31%
BAH	F	0.31%
ELV	F	0.3%
SAIC	F	0.3%
FRT	B	0.3%
REYN	D	0.3%
PNW	A	0.3%
DUK	C	0.3%
MPC	D	0.29%
CRS	B	0.29%
CL	D	0.29%
FCNCA	A	0.28%
CI	D	0.28%
MAS	D	0.28%
REGN	F	0.28%
EIX	B	0.28%
AEP	C	0.27%
GIS	D	0.27%
DVA	C	0.27%
CAG	F	0.26%
FDX	B	0.26%
KHC	F	0.26%
CNC	D	0.25%
PYPL	B	0.23%
PAYC	B	0.23%
HII	F	0.23%
AMT	C	0.22%
APA	D	0.22%
MMM	D	0.21%
FMC	D	0.18%
GL	C	0.14%

USMF Underweight 305 Positions Relative to XJH

Symbol	Grade	Weight
ILMN	C	-0.85%
CSL	C	-0.78%
LII	A	-0.75%
WSO	A	-0.69%
RPM	A	-0.66%
MANH	D	-0.65%
XPO	B	-0.65%
OC	A	-0.64%
BURL	B	-0.64%
RS	B	-0.64%
WSM	C	-0.63%
USFD	A	-0.61%
TOL	B	-0.6%
FIX	A	-0.59%
FNF	B	-0.59%
COHR	B	-0.58%
PSTG	D	-0.58%
GGG	B	-0.57%
CASY	A	-0.57%
ACM	B	-0.54%
AVTR	F	-0.54%
SAIA	B	-0.54%
CW	C	-0.52%
RNR	C	-0.51%
CLH	C	-0.48%
ITT	A	-0.47%
JLL	D	-0.47%
DUOL	A	-0.46%
SCI	B	-0.46%
NVT	B	-0.46%
AMH	C	-0.45%
EQH	C	-0.45%
SF	B	-0.45%
JEF	A	-0.45%
ATR	B	-0.44%
BJ	A	-0.44%
LECO	C	-0.44%
RRX	B	-0.43%
LAMR	C	-0.42%
CUBE	C	-0.41%
FHN	A	-0.41%
BLD	D	-0.41%
TTEK	F	-0.41%
FND	D	-0.41%
KNSL	B	-0.4%
GME	C	-0.4%
AA	A	-0.4%
EVR	B	-0.4%
AFG	A	-0.39%
WBS	A	-0.39%
OHI	C	-0.39%
EXP	B	-0.39%
WWD	C	-0.39%
CHDN	B	-0.39%
AIT	B	-0.39%
SRPT	F	-0.39%
LAD	A	-0.38%
CIEN	C	-0.38%
AYI	B	-0.38%
WING	D	-0.37%
HLI	A	-0.37%
NLY	C	-0.37%
ALLY	C	-0.37%
PNFP	B	-0.36%
TPX	B	-0.36%
WTRG	B	-0.36%
DTM	A	-0.36%
GMED	A	-0.35%
WMS	F	-0.35%
RGLD	C	-0.35%
DCI	B	-0.35%
WCC	B	-0.35%
FBIN	D	-0.35%
BRBR	A	-0.35%
PCTY	C	-0.34%
AXTA	B	-0.34%
AAON	B	-0.34%
CFR	B	-0.34%
KNX	C	-0.34%
PEN	B	-0.34%
REXR	F	-0.34%
BRX	A	-0.33%
WTFC	A	-0.33%
ZION	B	-0.33%
CR	A	-0.32%
MTZ	B	-0.32%
TTC	C	-0.32%
MEDP	D	-0.32%
CNM	D	-0.31%
SSB	B	-0.31%
ONTO	F	-0.31%
PLNT	A	-0.31%
X	B	-0.31%
SKX	D	-0.31%
LNW	F	-0.31%
EGP	D	-0.31%
HQY	A	-0.31%
PB	B	-0.3%
SEIC	B	-0.3%
SNV	C	-0.3%
UFPI	C	-0.3%
ADC	A	-0.29%
MKSI	C	-0.29%
WH	B	-0.29%
JAZZ	B	-0.29%
FYBR	C	-0.29%
TREX	C	-0.29%
SSD	F	-0.29%
FLS	B	-0.29%
MIDD	C	-0.28%
TMHC	C	-0.28%
EXLS	B	-0.28%
MTSI	B	-0.28%
OLED	F	-0.28%
G	B	-0.28%
RGEN	D	-0.28%
WEX	D	-0.28%
KEX	B	-0.28%
MASI	B	-0.27%
H	B	-0.27%
GTLS	A	-0.27%
GXO	B	-0.27%
ALV	C	-0.27%
COKE	C	-0.27%
R	B	-0.27%
ESAB	C	-0.27%
OSK	C	-0.27%
CMC	B	-0.26%
VMI	B	-0.26%
VNO	C	-0.26%
FR	D	-0.26%
CGNX	D	-0.26%
ELF	C	-0.26%
ONB	C	-0.26%
LSCC	D	-0.26%
GNTX	C	-0.26%
DOCS	C	-0.25%
COLB	B	-0.25%
DAR	C	-0.25%
KD	B	-0.25%
AZPN	A	-0.25%
STAG	D	-0.25%
LSTR	D	-0.25%
FAF	A	-0.25%
MTN	C	-0.25%
WHR	B	-0.24%
HR	B	-0.24%
NOV	C	-0.24%
GBCI	B	-0.24%
CYTK	F	-0.24%
CBT	D	-0.23%
VNT	C	-0.23%
BRKR	D	-0.23%
SIGI	C	-0.23%
NOVT	D	-0.23%
ARW	D	-0.23%
WFRD	D	-0.23%
LFUS	D	-0.23%
ALTR	B	-0.23%
STWD	C	-0.23%
UBSI	B	-0.22%
HOMB	A	-0.22%
AGCO	D	-0.22%
RMBS	B	-0.22%
LITE	B	-0.22%
JHG	B	-0.22%
WTS	B	-0.22%
PVH	C	-0.22%
THO	B	-0.22%
THG	A	-0.22%
KRG	B	-0.22%
CHX	C	-0.22%
ESNT	F	-0.22%
CROX	D	-0.22%
FNB	A	-0.22%
CADE	B	-0.21%
UMBF	B	-0.21%
QLYS	B	-0.21%
CLF	F	-0.21%
VVV	D	-0.21%
AMG	B	-0.21%
ALTM	B	-0.21%
OLLI	D	-0.21%
KBH	D	-0.21%
SLM	A	-0.2%
FFIN	B	-0.2%
KNF	B	-0.2%
BC	C	-0.2%
APPF	B	-0.2%
GATX	A	-0.2%
LEA	F	-0.2%
BDC	C	-0.19%
HXL	F	-0.19%
ST	F	-0.19%
SON	F	-0.19%
UGI	C	-0.19%
EXPO	D	-0.19%
BYD	B	-0.19%
NXST	C	-0.19%
ROIV	C	-0.19%
AM	A	-0.19%
OZK	B	-0.19%
HWC	B	-0.19%
HAE	C	-0.18%
CUZ	B	-0.18%
AVT	C	-0.18%
AVNT	B	-0.18%
IRT	A	-0.18%
NJR	A	-0.18%
WMG	D	-0.18%
VLY	B	-0.18%
LOPE	C	-0.18%
TKR	D	-0.18%
RH	C	-0.18%
FIVE	F	-0.18%
MMS	F	-0.18%
AN	C	-0.17%
EEFT	B	-0.17%
DLB	B	-0.17%
SLGN	A	-0.17%
SWX	B	-0.17%
TCBI	C	-0.16%
ASGN	F	-0.16%
BCO	F	-0.16%
KRC	B	-0.16%
NEU	D	-0.16%
CELH	F	-0.16%
OGS	A	-0.16%
WLK	D	-0.16%
SBRA	C	-0.16%
KMPR	A	-0.16%
ORA	B	-0.16%
FLO	D	-0.16%
M	F	-0.16%
IBOC	B	-0.15%
MSM	C	-0.15%
HOG	D	-0.15%
ENS	F	-0.15%
RYN	D	-0.15%
ASB	B	-0.15%
CNO	B	-0.15%
XRAY	F	-0.14%
ACHC	F	-0.14%
TNL	A	-0.14%
OPCH	D	-0.14%
ASH	F	-0.14%
SR	A	-0.14%
FHI	B	-0.13%
EPR	C	-0.13%
VAL	F	-0.13%
BLKB	B	-0.13%
CDP	C	-0.13%
SLAB	F	-0.13%
NVST	B	-0.13%
TEX	F	-0.13%
IRDM	D	-0.13%
PII	F	-0.13%
POWI	F	-0.13%
LANC	C	-0.13%
ZI	D	-0.12%
PK	C	-0.12%
PAG	B	-0.12%
ALGM	D	-0.12%
PBF	D	-0.12%
BHF	C	-0.12%
WEN	D	-0.12%
SMG	C	-0.12%
GHC	B	-0.12%
FLG	D	-0.12%
CHH	A	-0.12%
YETI	D	-0.12%
COLM	C	-0.11%
COTY	F	-0.11%
LIVN	F	-0.11%
SAM	C	-0.11%
TDC	D	-0.11%
NEOG	F	-0.11%
AMKR	D	-0.11%
AMED	F	-0.11%
NSA	C	-0.11%
SYNA	C	-0.11%
VAC	C	-0.11%
PCH	F	-0.11%
MAN	F	-0.11%
WU	F	-0.1%
ENOV	C	-0.1%
VC	F	-0.1%
ARWR	D	-0.1%
GT	C	-0.1%
NSP	F	-0.1%
CXT	C	-0.1%
HGV	C	-0.1%
CPRI	F	-0.09%
IPGP	D	-0.08%
AZTA	D	-0.08%
JWN	D	-0.08%
RCM	A	-0.08%
GEF	A	-0.07%
CAR	C	-0.07%
VSH	F	-0.07%
UAA	C	-0.07%
CNXC	F	-0.07%
CRI	F	-0.07%
UA	C	-0.05%
MAGN	D	-0.01%