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      USXF vs. PFM ETF Comparison

      Comparison of iShares ESG Advanced MSCI USA ETF (USXF) to PowerShares Dividend Achievers (PFM)
      USXF

      iShares ESG Advanced MSCI USA ETF

      USXF Description

      The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.

      Grade (RS Rating)

      Last Trade

      $49.14

      Average Daily Volume

      61,016

      Number of Holdings *

      347

      * may have additional holdings in another (foreign) market
      PFM

      PowerShares Dividend Achievers

      PFM Description The PowerShares Dividend AchieversTM Portfolio (Fund) seeks to replicate, before fees and expenses, the NASDAQ US Broad Dividend AchieversTM Index (Index), which is designed to identify a diversified group of dividend-paying companies. The Fund will normally invest at least 90% of its total assets in dividend paying common stocks that comprise Index. These companies have increased their annual dividend for 10 or more consecutive fiscal years. The Fund and the Index are reconstituted annually in January and rebalanced quarterly in January, April, July and October. Effective December 28, 2012, the NADAQ OMX Group, Inc., replaced Mergent, Inc., as the Index Provider of the Index. Effective February 25, 2013, the name of the Index changed from Broad Dividend Achievers Index to NASDAQ US Broad Dividend Achievers Index. There will be no change to the methodology by which NASDAQ OMX Group, Inc., the Index Provider, calculates the Index. Please see the Fund’s prospectus supplement for more information. On February 25, 2013, NASDAQ took the place of the NYSE as the official Index data source.

      Grade (RS Rating)

      Last Trade

      $46.32

      Average Daily Volume

      27,833

      Number of Holdings *

      418

      * may have additional holdings in another (foreign) market
      Performance
      Period USXF PFM
      30 Days 5.47% 2.22%
      60 Days 12.45% 8.97%
      90 Days 4.58% 8.13%
      12 Months 42.77% 30.69%
      123 Overlapping Holdings
      Symbol Grade Weight in USXF Weight in PFM Overlap
      A B 0.21% 0.18% 0.18%
      ADI B 0.58% 0.5% 0.5%
      ADP A 0.56% 0.49% 0.49%
      AFL A 0.3% 0.27% 0.27%
      AIZ B 0.05% 0.04% 0.04%
      AJG C 0.3% 0.27% 0.27%
      AMGN D 0.85% 0.75% 0.75%
      AMP A 0.23% 0.2% 0.2%
      AMT D 0.54% 0.47% 0.47%
      AON A 0.34% 0.32% 0.32%
      AOS C 0.05% 0.05% 0.05%
      APD C 0.33% 0.29% 0.29%
      APH D 0.39% 0.34% 0.34%
      ARE D 0.09% 0.09% 0.09%
      AVGO B 3.93% 3.47% 3.47%
      AVY D 0.09% 0.08% 0.08%
      AWK D 0.14% 0.12% 0.12%
      BAH C 0.1% 0.09% 0.09%
      BBY C 0.1% 0.1% 0.1%
      BEN F 0.03% 0.05% 0.03%
      BK A 0.26% 0.23% 0.23%
      BLK A 0.7% 0.61% 0.61%
      BR B 0.13% 0.11% 0.11%
      BRO A 0.12% 0.13% 0.12%
      CB A 0.56% 0.5% 0.5%
      CBOE B 0.11% 0.09% 0.09%
      CDW D 0.15% 0.13% 0.13%
      CHD D 0.13% 0.11% 0.11%
      CHRW C 0.06% 0.06% 0.06%
      CLX C 0.1% 0.09% 0.09%
      CMCSA B 0.8% 0.7% 0.7%
      CME A 0.39% 0.34% 0.34%
      CMI A 0.22% 0.19% 0.19%
      CSL A 0.11% 0.09% 0.09%
      CTAS C 0.38% 0.36% 0.36%
      DFS A 0.17% 0.15% 0.15%
      DGX D 0.09% 0.07% 0.07%
      DHR D 0.92% 0.87% 0.87%
      DOV C 0.13% 0.11% 0.11%
      DPZ D 0.08% 0.06% 0.06%
      ELV F 0.6% 0.53% 0.53%
      ETN B 0.66% 0.57% 0.57%
      EXPD D 0.09% 0.08% 0.08%
      FAST C 0.21% 0.18% 0.18%
      FDS C 0.09% 0.08% 0.08%
      GLW C 0.18% 0.17% 0.17%
      GPC D 0.1% 0.08% 0.08%
      GWW B 0.23% 0.22% 0.22%
      HD A 1.96% 1.74% 1.74%
      HIG A 0.17% 0.15% 0.15%
      HRL F 0.05% 0.08% 0.05%
      HUBB A 0.11% 0.1% 0.1%
      HUM F 0.19% 0.16% 0.16%
      ICE A 0.45% 0.4% 0.4%
      IEX D 0.08% 0.07% 0.07%
      INTU F 0.89% 0.75% 0.75%
      IPG D 0.06% 0.05% 0.05%
      ITW C 0.39% 0.34% 0.34%
      JBHT D 0.07% 0.08% 0.07%
      JKHY A 0.06% 0.06% 0.06%
      K B 0.11% 0.12% 0.11%
      KEY B 0.08% 0.07% 0.07%
      KLAC B 0.54% 0.45% 0.45%
      LII C 0.1% 0.09% 0.09%
      LIN C 1.16% 0.99% 0.99%
      LOW C 0.76% 0.67% 0.67%
      MA A 2.03% 1.96% 1.96%
      MAS C 0.09% 0.08% 0.08%
      MCHP F 0.21% 0.19% 0.19%
      MCO D 0.39% 0.37% 0.37%
      MKC C 0.11% 0.09% 0.09%
      MKTX B 0.05% 0.04% 0.04%
      MMC D 0.55% 0.48% 0.48%
      MS A 0.64% 0.73% 0.64%
      NDAQ C 0.16% 0.18% 0.16%
      NDSN C 0.07% 0.06% 0.06%
      PAYX B 0.21% 0.21% 0.21%
      PFG A 0.1% 0.09% 0.09%
      PKG B 0.1% 0.08% 0.08%
      PLD D 0.58% 0.51% 0.51%
      PNC C 0.36% 0.32% 0.32%
      POOL D 0.07% 0.06% 0.06%
      PPG D 0.16% 0.13% 0.13%
      PRU B 0.22% 0.19% 0.19%
      QCOM D 0.96% 0.82% 0.82%
      REG C 0.06% 0.06% 0.06%
      RF B 0.1% 0.09% 0.09%
      RJF B 0.12% 0.11% 0.11%
      RMD C 0.18% 0.16% 0.16%
      ROK D 0.15% 0.13% 0.13%
      ROP D 0.3% 0.26% 0.26%
      RPM A 0.08% 0.07% 0.07%
      RS D 0.08% 0.07% 0.07%
      RSG D 0.22% 0.27% 0.22%
      SHW C 0.46% 0.42% 0.42%
      SJM D 0.06% 0.06% 0.06%
      SNA C 0.08% 0.07% 0.07%
      SPGI C 0.82% 0.7% 0.7%
      STE D 0.12% 0.1% 0.1%
      STLD C 0.09% 0.08% 0.08%
      STT A 0.13% 0.12% 0.12%
      SWK C 0.08% 0.07% 0.07%
      SYK C 0.62% 0.6% 0.6%
      TFC D 0.28% 0.25% 0.25%
      TGT C 0.36% 0.31% 0.31%
      TROW D 0.12% 0.11% 0.11%
      TRV B 0.27% 0.23% 0.23%
      TSCO A 0.15% 0.14% 0.14%
      TT A 0.44% 0.38% 0.38%
      TTC F 0.05% 0.04% 0.04%
      TXN C 0.95% 0.82% 0.82%
      USB C 0.35% 0.31% 0.31%
      V B 2.13% 1.99% 1.99%
      VMC D 0.17% 0.14% 0.14%
      VZ C 0.94% 0.82% 0.82%
      WBA F 0.03% 0.03% 0.03%
      WLK C 0.03% 0.08% 0.03%
      WM B 0.41% 0.36% 0.36%
      WSM C 0.1% 0.09% 0.09%
      WSO C 0.09% 0.08% 0.08%
      WST D 0.11% 0.09% 0.09%
      XYL C 0.16% 0.14% 0.14%
      ZTS C 0.44% 0.39% 0.39%
      USXF Overweight 224 Positions Relative to PFM
      Symbol Grade Weight
      NVDA B 15.22%
      AMD C 1.35%
      ADBE F 1.14%
      NOW B 0.9%
      AMAT C 0.87%
      AXP A 0.77%
      PGR B 0.74%
      BKNG B 0.72%
      TJX D 0.67%
      MU D 0.61%
      VRTX D 0.6%
      REGN D 0.56%
      PANW B 0.55%
      LRCX D 0.55%
      DE C 0.54%
      FI A 0.52%
      INTC D 0.51%
      ANET A 0.51%
      MELI D 0.48%
      SCHW D 0.48%
      EQIX C 0.42%
      PH A 0.41%
      HCA C 0.4%
      PYPL A 0.4%
      SNPS F 0.39%
      WELL C 0.38%
      CDNS D 0.37%
      ORLY A 0.34%
      GEV A 0.34%
      MRVL C 0.32%
      NEM C 0.32%
      CRH C 0.32%
      CRWD D 0.32%
      NXPI F 0.31%
      HLT A 0.29%
      ADSK B 0.29%
      DHI C 0.28%
      COF A 0.28%
      PSA C 0.28%
      URI C 0.27%
      SPG A 0.27%
      AZO D 0.27%
      PCAR D 0.26%
      WDAY D 0.26%
      DLR C 0.26%
      CCI D 0.25%
      APO A 0.25%
      FTNT A 0.25%
      ROST D 0.25%
      FICO C 0.24%
      AIG C 0.24%
      TEL D 0.23%
      FIS A 0.23%
      MPWR B 0.23%
      WCN D 0.23%
      IQV F 0.22%
      PWR A 0.22%
      DASH A 0.22%
      KVUE C 0.22%
      RCL B 0.22%
      CPRT B 0.22%
      GIS C 0.21%
      OTIS A 0.21%
      IDXX D 0.21%
      ACGL A 0.21%
      EW F 0.2%
      AME C 0.2%
      IT A 0.2%
      GEHC C 0.2%
      FERG F 0.2%
      KDP C 0.2%
      VRSK D 0.19%
      CBRE C 0.19%
      CTSH B 0.19%
      ODFL F 0.19%
      HWM A 0.19%
      YUM C 0.19%
      IR A 0.19%
      VRT B 0.18%
      EA D 0.18%
      MLM F 0.17%
      SNOW F 0.17%
      IRM B 0.17%
      ALNY C 0.17%
      ON F 0.16%
      MTD C 0.16%
      DDOG B 0.16%
      WAB A 0.16%
      AVB C 0.16%
      EBAY A 0.16%
      VEEV C 0.16%
      MTB A 0.15%
      PHM C 0.15%
      NVR C 0.15%
      CHTR D 0.15%
      WTW C 0.15%
      LULU D 0.15%
      CSGP F 0.15%
      VLTO A 0.14%
      FTV C 0.14%
      KEYS B 0.14%
      AXON A 0.14%
      BIIB F 0.14%
      ANSS D 0.14%
      EQR C 0.13%
      SBAC C 0.13%
      NTAP D 0.13%
      SW C 0.13%
      VTR C 0.13%
      FSLR C 0.13%
      HUBS D 0.13%
      TEAM D 0.13%
      MSTR B 0.13%
      HPE B 0.13%
      IFF D 0.13%
      DXCM F 0.13%
      GRMN D 0.13%
      WDC C 0.12%
      BLDR C 0.12%
      EL D 0.12%
      DECK B 0.12%
      TYL D 0.12%
      NET D 0.12%
      GPN F 0.12%
      HBAN B 0.11%
      ILMN B 0.11%
      WAT B 0.11%
      TER C 0.11%
      INVH D 0.11%
      PTC B 0.11%
      GDDY B 0.11%
      STX C 0.11%
      ZBH F 0.11%
      ZBRA B 0.1%
      DG F 0.1%
      ULTA D 0.1%
      WBD F 0.1%
      SYF A 0.1%
      MOH F 0.1%
      DRI C 0.1%
      MDB D 0.1%
      OMC C 0.1%
      EME B 0.1%
      TRU C 0.1%
      BALL C 0.1%
      MRNA F 0.1%
      LPLA D 0.09%
      LYV A 0.09%
      MANH A 0.09%
      AVTR D 0.09%
      ENTG D 0.09%
      ALGN D 0.09%
      NTRS B 0.09%
      HOLX D 0.09%
      OC C 0.08%
      UTHR C 0.08%
      GEN A 0.08%
      AKAM D 0.08%
      KIM C 0.08%
      ENPH F 0.08%
      CAG D 0.08%
      ZS F 0.08%
      RVTY C 0.08%
      CF A 0.08%
      PSTG F 0.08%
      DOC C 0.08%
      SWKS F 0.08%
      IP C 0.08%
      PNR C 0.08%
      FWONK D 0.08%
      PODD C 0.08%
      VRSN C 0.08%
      EG A 0.08%
      BMRN F 0.07%
      WPC C 0.07%
      ACM A 0.07%
      JBL C 0.07%
      ROL C 0.07%
      TRMB B 0.07%
      DT B 0.07%
      EPAM F 0.06%
      CCK C 0.06%
      TFX C 0.06%
      NBIX F 0.06%
      OKTA F 0.06%
      BXP B 0.06%
      KMX F 0.06%
      TECH D 0.06%
      EXAS C 0.06%
      ALLE A 0.06%
      JNPR C 0.06%
      AMH D 0.06%
      DOCU A 0.06%
      HST D 0.06%
      FFIV B 0.06%
      HSIC D 0.05%
      DAY C 0.05%
      ALLY F 0.05%
      LW D 0.05%
      CPB D 0.05%
      QRVO F 0.05%
      TOST B 0.05%
      SOLV C 0.05%
      CNH C 0.05%
      CG B 0.05%
      IOT C 0.05%
      CRL F 0.05%
      NLY C 0.05%
      TWLO B 0.05%
      INCY B 0.05%
      LKQ F 0.05%
      RPRX D 0.05%
      FBIN C 0.05%
      CTLT A 0.05%
      H B 0.04%
      BSY D 0.04%
      DVA C 0.04%
      PAYC D 0.04%
      MOS F 0.04%
      KNX D 0.04%
      BIO B 0.03%
      AZPN A 0.03%
      BBWI F 0.03%
      UHAL C 0.03%
      USXF Underweight 295 Positions Relative to PFM
      Symbol Grade Weight
      MSFT D -4.06%
      AAPL C -4.01%
      WMT A -2.81%
      JPM C -2.6%
      UNH B -2.34%
      XOM A -2.26%
      ORCL A -2.04%
      PG D -1.76%
      COST C -1.7%
      JNJ D -1.69%
      ABBV C -1.51%
      BAC B -1.34%
      KO C -1.34%
      MRK F -1.25%
      CVX B -1.17%
      PEP F -1.01%
      ACN B -0.96%
      MCD A -0.95%
      CSCO A -0.93%
      IBM A -0.88%
      ABT C -0.86%
      PM D -0.82%
      CAT A -0.82%
      NEE C -0.75%
      PFE D -0.71%
      RTX A -0.7%
      GS B -0.68%
      UNP F -0.65%
      LMT A -0.6%
      HON C -0.58%
      MDT C -0.5%
      SBUX B -0.48%
      BMY A -0.46%
      NKE D -0.46%
      SO A -0.43%
      MDLZ D -0.43%
      UPS D -0.43%
      DUK C -0.39%
      MO D -0.38%
      CL D -0.37%
      GD C -0.36%
      MMM C -0.33%
      NOC B -0.33%
      ECL C -0.32%
      MSI A -0.32%
      BDX C -0.3%
      CSX D -0.29%
      MCK F -0.28%
      EMR B -0.27%
      EPD A -0.27%
      MET A -0.25%
      AEP C -0.24%
      PSX D -0.24%
      O C -0.24%
      SRE C -0.23%
      ALL A -0.22%
      KMB D -0.21%
      MPLX B -0.2%
      LHX A -0.2%
      PEG A -0.19%
      COR F -0.19%
      KR C -0.18%
      SYY D -0.17%
      ED C -0.16%
      NUE D -0.16%
      XEL C -0.16%
      EXR D -0.16%
      HPQ B -0.15%
      LYB B -0.14%
      EIX C -0.14%
      WEC B -0.13%
      CAH B -0.12%
      HSY D -0.12%
      ADM F -0.12%
      FITB C -0.12%
      ES D -0.11%
      ERIE A -0.11%
      DTE B -0.11%
      AEE A -0.1%
      CINF A -0.09%
      CMS A -0.09%
      ATO A -0.09%
      WRB C -0.09%
      MAA D -0.08%
      ESS D -0.08%
      NI A -0.07%
      LNT B -0.07%
      FNF C -0.07%
      TSN D -0.07%
      EMN C -0.06%
      ELS D -0.06%
      MORN B -0.06%
      FIX A -0.06%
      CASY D -0.06%
      EVRG C -0.06%
      AES C -0.06%
      RGA B -0.06%
      HEI C -0.06%
      RNR A -0.06%
      GGG C -0.06%
      CE D -0.06%
      UDR C -0.06%
      HII F -0.05%
      ATR A -0.05%
      WTRG D -0.05%
      REXR D -0.05%
      LECO D -0.05%
      RRX B -0.05%
      UNM A -0.05%
      ALB D -0.05%
      AFG A -0.05%
      SCI D -0.05%
      CUBE C -0.05%
      ITT C -0.05%
      SSD B -0.04%
      ENSG D -0.04%
      OGE C -0.04%
      AIT B -0.04%
      LAD C -0.04%
      NNN C -0.04%
      DCI B -0.04%
      EGP D -0.04%
      INGR B -0.04%
      CHE D -0.04%
      SEIC B -0.04%
      RGLD C -0.04%
      PRI A -0.04%
      ORI A -0.04%
      GL C -0.04%
      EVR C -0.04%
      CHDN C -0.04%
      PNW C -0.04%
      CADE B -0.03%
      EXPO A -0.03%
      THO C -0.03%
      TKR B -0.03%
      CBT B -0.03%
      R C -0.03%
      BMI A -0.03%
      TRNO D -0.03%
      LFUS C -0.03%
      OSK F -0.03%
      AXS A -0.03%
      FAF C -0.03%
      BOKF B -0.03%
      PB D -0.03%
      MSA F -0.03%
      ZION D -0.03%
      RLI A -0.03%
      RHI D -0.03%
      STAG D -0.03%
      CFR B -0.03%
      AGCO D -0.03%
      WTFC B -0.03%
      SSB C -0.03%
      FR D -0.03%
      ADC C -0.03%
      CBSH D -0.03%
      UFPI C -0.03%
      WDFC B -0.02%
      NWE C -0.02%
      MAN D -0.02%
      PRGO F -0.02%
      GFF C -0.02%
      CCOI B -0.02%
      POWI F -0.02%
      SR D -0.02%
      IBOC D -0.02%
      CNO B -0.02%
      KAI C -0.02%
      BKH C -0.02%
      FUL F -0.02%
      ASH F -0.02%
      AGO B -0.02%
      AVNT C -0.02%
      NJR C -0.02%
      DDS D -0.02%
      PII D -0.02%
      GATX F -0.02%
      CNS C -0.02%
      FELE C -0.02%
      POR D -0.02%
      FLO D -0.02%
      OZK D -0.02%
      LANC F -0.02%
      AVT B -0.02%
      MATX C -0.02%
      UBSI D -0.02%
      AL D -0.02%
      UMBF C -0.02%
      IDA D -0.02%
      UGI C -0.02%
      NXST D -0.02%
      SWX C -0.02%
      FFIN D -0.02%
      THG A -0.02%
      SON D -0.02%
      HOMB D -0.02%
      MDU C -0.02%
      NFG A -0.02%
      SLGN B -0.02%
      SIGI D -0.02%
      WTS C -0.02%
      BCPC C -0.02%
      BC C -0.02%
      MSEX C -0.01%
      SCVL D -0.01%
      TR D -0.01%
      WABC F -0.01%
      UVV D -0.01%
      LNN C -0.01%
      TCBK D -0.01%
      HMN B -0.01%
      CSGS B -0.01%
      SRCE D -0.01%
      NWN D -0.01%
      APOG B -0.01%
      STBA D -0.01%
      LKFN D -0.01%
      ANDE D -0.01%
      GTY C -0.01%
      SCL D -0.01%
      CHCO D -0.01%
      AGM D -0.01%
      WSBC D -0.01%
      TNC F -0.01%
      SYBT C -0.01%
      SJW D -0.01%
      DKL B -0.01%
      NHC D -0.01%
      HI F -0.01%
      LMAT A -0.01%
      WOR F -0.01%
      NBTB D -0.01%
      SXI B -0.01%
      FRME D -0.01%
      MTRN F -0.01%
      TOWN C -0.01%
      INDB D -0.01%
      HNI B -0.01%
      HWKN B -0.01%
      SFNC B -0.01%
      CPK C -0.01%
      TRN C -0.01%
      WAFD D -0.01%
      IOSP F -0.01%
      ABR C -0.01%
      KWR F -0.01%
      AVA D -0.01%
      WSFS D -0.01%
      AWR B -0.01%
      CBU D -0.01%
      CWT D -0.01%
      FIBK C -0.01%
      ASB D -0.01%
      OTTR F -0.01%
      NSP F -0.01%
      MGEE C -0.01%
      JJSF C -0.01%
      ABM D -0.01%
      AUB D -0.01%
      BRC C -0.01%
      BANF D -0.01%
      FLIC B -0.0%
      BMRC D -0.0%
      JOUT F -0.0%
      ARTNA F -0.0%
      ODC D -0.0%
      HVT F -0.0%
      CTO D -0.0%
      AROW D -0.0%
      THFF D -0.0%
      HIFS D -0.0%
      YORW F -0.0%
      WASH C -0.0%
      CASS F -0.0%
      UHT D -0.0%
      PLOW D -0.0%
      SMBC B -0.0%
      GSBC D -0.0%
      HBNC D -0.0%
      MBWM D -0.0%
      MATW F -0.0%
      HFWA D -0.0%
      SPTN C -0.0%
      FCBC D -0.0%
      TMP C -0.0%
      PFC D -0.0%
      MNRO B -0.0%
      HY D -0.0%
      CTBI B -0.0%
      AMSF B -0.0%
      SBSI D -0.0%
      GRC B -0.0%
      GABC D -0.0%

      USXF: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Semiconductors Business Services Diagnostics & Research Biotechnology Asset Management Specialty Retail Capital Markets Packaged Foods Banks - Regional - US Credit Services Software - Infrastructure Specialty Chemicals Building Materials Semiconductor Equipment & Materials Insurance Brokers Medical Devices Medical Instruments & Supplies Packaging & Containers
      Keywords: S&P 500 Nasdaq 100 Computing Insurance Electronics Semiconductor Telecommunications Aerospace Real Estate Investment Trust Mining Chemical Integrated Circuits Medicine Bank Biotechnology Cloud Computing IBD 50 Insurance Products Software As A Service Banking

      PFM: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Diversified Industrials Specialty Chemicals Utilities - Regulated Electric Insurance - Property & Casualty Business Services Asset Management Capital Markets Insurance - Life Packaged Foods REIT - Industrial Utilities - Diversified Utilities - Regulated Gas Utilities - Regulated Water Aerospace & Defense Drug Manufacturers - Major Semiconductors Tools & Accessories Building Materials Household & Personal Products
      Keywords: S&P 500 Bank Banking Insurance Natural Gas Chemical Electricity Nasdaq 100 Mining Insurance Products Deposit Products Dow Jones Component Electronics Commercial Banking Real Estate Investment Trust Plastic Trust Services Disability Financial Products Aerospace
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