VFMO vs. SUSA ETF Comparison

Comparison of Vanguard U.S. Momentum Factor ETF (VFMO) to iShares MSCI USA ESG Select ETF (SUSA)
VFMO

Vanguard U.S. Momentum Factor ETF

VFMO Description

The investment seeks to provide long-term capital appreciation by investing in stocks with strong recent performance as determined by the advisor. The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with strong recent performance as determined by the advisor. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$177.06

Average Daily Volume

39,351

Number of Holdings *

575

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

iShares MSCI USA ESG Select ETF

SUSA Description iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.71

Average Daily Volume

60,399

Number of Holdings *

175

* may have additional holdings in another (foreign) market
Performance
Period VFMO SUSA
30 Days 8.49% 4.04%
60 Days 10.60% 4.55%
90 Days 11.86% 6.30%
12 Months 49.80% 32.95%
38 Overlapping Holdings
Symbol Grade Weight in VFMO Weight in SUSA Overlap
ACGL D 0.16% 0.23% 0.16%
ALNY D 0.2% 0.14% 0.14%
ANET C 0.06% 0.31% 0.06%
ANET C 1.27% 0.31% 0.31%
AVGO D 0.68% 1.56% 0.68%
AXON A 0.19% 0.48% 0.19%
AXP A 0.65% 1.02% 0.65%
BALL D 0.04% 0.14% 0.04%
BK A 0.71% 0.67% 0.67%
COST B 0.89% 0.57% 0.57%
DECK A 0.33% 0.74% 0.33%
DVA B 0.38% 0.27% 0.27%
GDDY A 0.37% 0.39% 0.37%
GE D 1.14% 0.59% 0.59%
GWW B 0.17% 0.78% 0.17%
HBAN A 0.35% 0.41% 0.35%
HCA F 0.72% 0.23% 0.23%
IBM C 0.21% 0.76% 0.21%
IFF D 0.05% 0.15% 0.05%
IT C 0.05% 0.1% 0.05%
LII A 0.13% 0.44% 0.13%
LLY F 1.07% 1.31% 1.07%
MMM D 0.77% 0.77% 0.77%
NEM D 0.46% 0.18% 0.18%
NFLX A 1.12% 0.49% 0.49%
NVDA C 0.71% 5.47% 0.71%
OC A 0.03% 0.11% 0.03%
PGR A 0.97% 0.69% 0.69%
PNC B 0.37% 0.29% 0.29%
PNR A 0.09% 0.92% 0.09%
PWR A 0.09% 0.12% 0.09%
RCL A 0.27% 0.14% 0.14%
REGN F 0.54% 0.08% 0.08%
TFC A 0.73% 0.11% 0.11%
TRGP B 0.21% 0.78% 0.21%
TT A 0.94% 1.5% 0.94%
VRTX F 0.57% 0.35% 0.35%
WSM B 0.22% 0.42% 0.22%
VFMO Overweight 537 Positions Relative to SUSA
Symbol Grade Weight
C A 1.21%
KKR A 1.17%
META D 1.15%
T A 1.02%
KLAC D 0.94%
BSX B 0.89%
CMG B 0.82%
RTX C 0.79%
DHI D 0.77%
TDG D 0.76%
CTAS B 0.73%
APH A 0.72%
CL D 0.7%
ISRG A 0.7%
WMT A 0.66%
PLTR B 0.66%
APP B 0.66%
MCK B 0.63%
TMUS B 0.57%
SFM A 0.57%
SPOT B 0.52%
AFL B 0.49%
VRT B 0.48%
EME C 0.48%
WING D 0.47%
CVLT B 0.4%
NTRA B 0.4%
NTAP C 0.39%
AWI A 0.38%
ALSN B 0.38%
MTB A 0.37%
NU C 0.37%
DELL C 0.36%
GM B 0.35%
FIX A 0.35%
FITB A 0.34%
SKYW B 0.34%
BPOP B 0.33%
CVNA B 0.33%
LMT D 0.33%
GRMN B 0.32%
WTW B 0.32%
PSTG D 0.32%
STC B 0.31%
FBP B 0.31%
MHK D 0.31%
INSM C 0.3%
KBH D 0.3%
HLT A 0.3%
FANG D 0.29%
AXS A 0.28%
PCVX D 0.28%
AROC B 0.28%
MSI B 0.27%
PM B 0.27%
VITL D 0.27%
ANF C 0.27%
TJX A 0.27%
MPWR F 0.26%
ADMA B 0.26%
IESC B 0.26%
POWL C 0.26%
URI B 0.26%
GD F 0.26%
FRPT B 0.26%
GKOS B 0.26%
SN D 0.25%
CNM D 0.24%
CRS A 0.24%
XPO B 0.23%
FICO B 0.23%
ORI A 0.23%
WAB B 0.23%
SMMT D 0.23%
TPG A 0.23%
DHT F 0.22%
JXN C 0.22%
EWTX C 0.22%
ASPN F 0.22%
CR A 0.22%
LRN A 0.22%
PPC C 0.22%
COKE C 0.22%
THC D 0.22%
EHC B 0.22%
MSTR C 0.22%
ALL A 0.22%
CSWI A 0.21%
JLL D 0.21%
OSCR D 0.21%
REVG B 0.2%
UTHR C 0.2%
BKD D 0.2%
PH A 0.2%
LDOS C 0.2%
UHS D 0.2%
LPX B 0.2%
RMD C 0.2%
AGO B 0.2%
AZZ B 0.2%
INVA D 0.2%
HOOD B 0.2%
LMB A 0.2%
CRUS D 0.2%
EVR B 0.2%
CDE D 0.2%
BRBR A 0.2%
CRBG B 0.2%
GWRE A 0.2%
CFG B 0.19%
SKX D 0.19%
HIG B 0.19%
CSL C 0.19%
PHM D 0.19%
VCTR B 0.19%
MUSA A 0.19%
FTI A 0.19%
TOL B 0.19%
HALO F 0.19%
NPAB B 0.19%
BPMC C 0.19%
MO A 0.18%
GFF A 0.18%
RL B 0.18%
KD B 0.18%
SCCO F 0.18%
BLBD D 0.18%
VKTX F 0.18%
GS A 0.18%
LNTH D 0.18%
COR B 0.18%
HIMS B 0.17%
TNK F 0.17%
MCY A 0.17%
RSI B 0.17%
DKS C 0.17%
AJG B 0.17%
ARES A 0.17%
PI D 0.17%
MOG.A B 0.17%
AVAV D 0.17%
KEX C 0.17%
SFL D 0.17%
COOP B 0.17%
BFAM D 0.17%
EVER F 0.16%
ESAB B 0.16%
SLM A 0.16%
SNV B 0.16%
PSN D 0.16%
CRDO B 0.16%
RKT F 0.16%
RNA D 0.16%
SKWD A 0.16%
BURL A 0.16%
CLH B 0.16%
WULF C 0.16%
MLKN D 0.16%
TPC C 0.16%
APLT B 0.16%
LBPH A 0.16%
ENSG D 0.15%
CRNX C 0.15%
STRL B 0.15%
JEF A 0.15%
OWL A 0.15%
UMBF B 0.15%
CASH A 0.15%
INSW F 0.15%
WTFC A 0.15%
TREE F 0.15%
TNDM F 0.15%
AMRX C 0.15%
JANX C 0.15%
SGBX F 0.15%
COHR B 0.15%
CW B 0.14%
ZETA D 0.14%
INGR B 0.14%
RVMD C 0.14%
COMP B 0.14%
ATGE B 0.14%
HL D 0.14%
ROAD A 0.14%
SMR B 0.13%
COIN C 0.13%
HWKN B 0.13%
AIT A 0.13%
CDRE D 0.13%
EXP A 0.13%
IBKR A 0.13%
DYN F 0.13%
MOD A 0.13%
PNTG D 0.13%
BLD D 0.13%
VERA B 0.13%
LUMN C 0.13%
AYI B 0.13%
NHC C 0.13%
IBP D 0.13%
CPNG D 0.13%
ANAB F 0.13%
YMAB F 0.13%
TTEK F 0.13%
MEDP D 0.13%
IMNM F 0.12%
LNW D 0.12%
AMSC B 0.12%
RUN F 0.12%
ABUS D 0.12%
VIRT B 0.12%
EOLS D 0.12%
PTGX C 0.12%
CASY A 0.12%
GRBK D 0.12%
PAHC C 0.12%
PRIM A 0.12%
ATI D 0.12%
COLL F 0.12%
HRB D 0.12%
PTVE B 0.12%
PHAT F 0.12%
CDNA D 0.12%
UTI A 0.12%
DTM B 0.12%
GPOR B 0.12%
NVR D 0.12%
BV B 0.12%
RYTM C 0.12%
BGC C 0.12%
NR B 0.11%
BAC A 0.11%
HCC B 0.11%
RXST F 0.11%
MATX C 0.11%
PRMW C 0.11%
AGX B 0.11%
ETN A 0.11%
TDS B 0.11%
BFH B 0.11%
HNI B 0.11%
PRI A 0.11%
LQDA D 0.11%
IBCP B 0.11%
HASI D 0.11%
MTG C 0.11%
TPB B 0.11%
CPF A 0.11%
TDW F 0.11%
PRK B 0.11%
CBSH A 0.11%
NNBR C 0.11%
CNK B 0.11%
SCS C 0.11%
NUVL D 0.11%
ANNX F 0.11%
LTH C 0.1%
BAH F 0.1%
GAP C 0.1%
GBCI B 0.1%
ITGR B 0.1%
HCI C 0.1%
LPG F 0.1%
KRYS B 0.1%
MLI C 0.1%
ACLX C 0.1%
WRB A 0.1%
SPRY D 0.1%
SOUN C 0.1%
HROW D 0.1%
PHIN A 0.1%
PRDO B 0.1%
MAX F 0.1%
NRIX D 0.1%
ZIMV D 0.1%
OCUL D 0.1%
TMDX F 0.1%
SEM B 0.1%
SLVM B 0.1%
ALHC C 0.1%
CADL F 0.1%
VERX B 0.1%
NVAX F 0.1%
UWMC D 0.1%
PRCT B 0.1%
TNC D 0.1%
RVLV B 0.1%
ACIC B 0.1%
AMAL B 0.1%
BKU A 0.1%
TILE B 0.1%
FCNCA A 0.1%
AQST D 0.1%
CBZ B 0.09%
NEU C 0.09%
TWST D 0.09%
FG B 0.09%
OII B 0.09%
SAVA D 0.09%
WWD B 0.09%
PLSE C 0.09%
HUMA F 0.09%
GOGL F 0.09%
SPNT A 0.09%
CRAI B 0.09%
DOLE D 0.09%
HY D 0.09%
NPO A 0.09%
GNK D 0.09%
SHAK C 0.09%
BELFB C 0.09%
CNO A 0.09%
STBA B 0.09%
UVE B 0.09%
GRND A 0.09%
CALM A 0.09%
BLX C 0.08%
CENX B 0.08%
HEI B 0.08%
PFBC B 0.08%
OFG B 0.08%
MNMD C 0.08%
KTB B 0.08%
CGEM F 0.08%
RYAN B 0.08%
GERN D 0.08%
EGY D 0.08%
CECO A 0.08%
STNG F 0.08%
NBTB B 0.08%
NKTX F 0.08%
AM A 0.08%
QNST B 0.08%
CMPR D 0.08%
GEO B 0.08%
RDNT B 0.08%
CXW B 0.08%
WSO A 0.08%
PRM C 0.08%
TK D 0.08%
AORT B 0.08%
OMF A 0.08%
MTX B 0.08%
IBOC A 0.08%
OCGN F 0.08%
ALKT B 0.08%
PATK D 0.08%
UFPT B 0.07%
AGIO C 0.07%
INOD B 0.07%
RGA A 0.07%
SXI B 0.07%
AGYS A 0.07%
RDN C 0.07%
AOSL C 0.07%
USAP B 0.07%
HWM A 0.07%
ALLY C 0.07%
LAUR A 0.07%
CHCO B 0.07%
CNA B 0.07%
ICFI F 0.07%
KURA F 0.07%
GCI D 0.07%
BRO B 0.07%
AIZ A 0.07%
KALV D 0.07%
STOK F 0.07%
DORM B 0.07%
CROX D 0.07%
VRNS D 0.06%
WAL B 0.06%
USFD A 0.06%
EWBC A 0.06%
TYL B 0.06%
KLG C 0.06%
SWTX C 0.06%
NMRK B 0.06%
HRTX F 0.06%
SIGA F 0.06%
TKO B 0.06%
CSTL D 0.06%
LRMR F 0.06%
NVRI F 0.06%
NUVB C 0.06%
IP B 0.06%
VSEC C 0.06%
SFBS B 0.06%
REX D 0.06%
OSW A 0.06%
ACVA B 0.06%
CBOE B 0.06%
TGTX B 0.06%
ADUS D 0.06%
DAKT B 0.06%
VNDA C 0.05%
TSHA C 0.05%
ARLO C 0.05%
FBK B 0.05%
IDYA F 0.05%
CRVL A 0.05%
ACT D 0.05%
NTNX A 0.05%
WDFC B 0.05%
FSS B 0.05%
PBI B 0.05%
CRMD C 0.05%
AGM C 0.05%
LEN D 0.05%
FNF B 0.05%
NBHC B 0.05%
SRCE B 0.05%
STEP B 0.05%
HRTG C 0.05%
GMS B 0.05%
SPB C 0.05%
BAND B 0.05%
DXPE B 0.04%
SPOK C 0.04%
TERN F 0.04%
HNST B 0.04%
FN D 0.04%
NSSC D 0.04%
CYH F 0.04%
IDT B 0.04%
AX A 0.04%
CNX A 0.04%
TFIN A 0.04%
ELEV D 0.04%
VCEL B 0.04%
OUST C 0.04%
CENT C 0.04%
OSIS B 0.04%
EU D 0.04%
OLLI D 0.04%
TPL A 0.04%
TRMK B 0.04%
UVSP B 0.04%
APPF B 0.04%
CAL D 0.04%
KTOS B 0.04%
FULT A 0.04%
SHOO D 0.04%
GABC B 0.04%
RYAM C 0.04%
CLSK C 0.04%
ARQT C 0.04%
NWSA B 0.03%
MBWM B 0.03%
AIG B 0.03%
DJCO B 0.03%
ITOS F 0.03%
MBIN D 0.03%
LOPE B 0.03%
TRN C 0.03%
GPI A 0.03%
UBER D 0.03%
QTWO A 0.03%
WVE C 0.03%
EPAC B 0.03%
ELVN D 0.03%
SB F 0.03%
MIR A 0.03%
SAFT C 0.03%
SCVL F 0.03%
BLND B 0.03%
WWW B 0.03%
PFSI D 0.03%
M D 0.03%
REAX D 0.03%
NMIH D 0.03%
TOWN B 0.03%
HOV D 0.03%
EAT A 0.03%
ACIW B 0.03%
PRG C 0.03%
CTS C 0.03%
UHAL D 0.03%
CMRE C 0.03%
INO F 0.03%
TGI B 0.03%
LMAT A 0.03%
IMMR C 0.03%
DFIN D 0.03%
PACK B 0.03%
FCF A 0.03%
SRRK B 0.02%
ABSI F 0.02%
GTES A 0.02%
WMB A 0.02%
BDTX F 0.02%
DCO C 0.02%
MDGL B 0.02%
INGN C 0.02%
DAWN F 0.02%
SVRA D 0.02%
ASC F 0.02%
DDS B 0.02%
HEAR C 0.02%
BRCC F 0.02%
BHE B 0.02%
LXRX F 0.02%
LBRT D 0.02%
LFMD D 0.02%
PFGC B 0.02%
THR B 0.02%
ATEX D 0.02%
GBX A 0.02%
SPNS F 0.02%
HLX B 0.02%
ITRI B 0.02%
AA B 0.02%
CACI D 0.02%
JPM A 0.02%
AIOT B 0.02%
METC C 0.02%
FOR F 0.02%
FNKO D 0.02%
MRSN D 0.02%
PLMR B 0.02%
ANIP F 0.02%
KMPR B 0.02%
HUBB B 0.02%
MSA D 0.02%
QCRH A 0.02%
FHN A 0.02%
CELC F 0.02%
GOLF B 0.02%
SCSC B 0.02%
USLM A 0.02%
ROST C 0.02%
AAON B 0.02%
PAR B 0.02%
BJ A 0.02%
EFSC B 0.02%
EXEL B 0.0%
APEI B 0.0%
VFMO Underweight 138 Positions Relative to SUSA
Symbol Grade Weight
AAPL C -4.77%
MSFT F -4.66%
GOOGL C -2.0%
GOOG C -1.91%
TSLA B -1.8%
HD A -1.68%
KO D -1.62%
OKE A -1.53%
K A -1.38%
ECL D -1.3%
ADP B -1.29%
TXN C -1.28%
CRH A -1.19%
CRM B -1.18%
GILD C -1.14%
MS A -1.12%
INTU C -1.06%
ADBE C -1.02%
V A -0.99%
MA C -0.95%
NOW A -0.91%
LNG B -0.85%
ADSK A -0.84%
PEP F -0.81%
AMAT F -0.81%
ZTS D -0.8%
PRU A -0.8%
EXPD D -0.77%
GIS D -0.74%
CSCO B -0.73%
LOW D -0.72%
EA A -0.72%
CDNS B -0.71%
ACN C -0.67%
CMI A -0.67%
AMGN D -0.66%
HPE B -0.65%
FERG B -0.63%
DIS B -0.62%
DHR F -0.6%
SPGI C -0.59%
EQIX A -0.58%
CCI D -0.58%
CLX B -0.58%
CHRW C -0.57%
AMD F -0.55%
MCO B -0.54%
BR A -0.54%
ELV F -0.52%
XYL D -0.51%
MRK F -0.51%
WDAY B -0.51%
BKR B -0.51%
VZ C -0.5%
LKQ D -0.49%
VLTO D -0.47%
LRCX F -0.46%
PG A -0.46%
TRV B -0.45%
DGX A -0.45%
BG F -0.45%
NXPI D -0.44%
IDXX F -0.44%
CBRE B -0.42%
KMB D -0.41%
WAT B -0.4%
ES D -0.4%
INTC D -0.39%
BBY D -0.39%
BKNG A -0.38%
A D -0.37%
AMT D -0.36%
EW C -0.34%
SLB C -0.34%
KEYS A -0.34%
TWLO A -0.31%
PANW C -0.31%
JCI C -0.3%
QCOM F -0.29%
WELL A -0.29%
MMC B -0.29%
SNPS B -0.29%
VLO C -0.28%
STE F -0.28%
ED D -0.27%
TGT F -0.27%
FIS C -0.27%
NDAQ A -0.26%
MU D -0.26%
TSCO D -0.25%
TRMB B -0.25%
ANSS B -0.24%
WST C -0.23%
ZBH C -0.22%
CHD B -0.22%
HPQ B -0.21%
CARR D -0.21%
IRM D -0.21%
TEAM A -0.2%
COO D -0.2%
KR B -0.2%
HUBS A -0.19%
HOLX D -0.19%
SYF B -0.19%
MELI D -0.19%
MRVL B -0.19%
LH C -0.18%
MOH F -0.18%
NTRS A -0.18%
CNH C -0.17%
FDS B -0.16%
STT A -0.13%
CAT B -0.13%
FSLR F -0.13%
KDP D -0.13%
PTC A -0.13%
MDB C -0.13%
MTD D -0.12%
MKC D -0.12%
SOLV C -0.11%
IPG D -0.11%
LULU C -0.11%
NI A -0.11%
FBIN D -0.11%
NUE C -0.11%
APTV D -0.1%
WDC D -0.1%
DXCM D -0.1%
STX D -0.1%
RIVN F -0.09%
LIN D -0.09%
PPG F -0.09%
SNOW C -0.09%
BIIB F -0.08%
AVTR F -0.08%
HUM C -0.08%
KHC F -0.08%
AKAM D -0.08%
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