VOTE vs. SIZE ETF Comparison
Comparison of Engine No. 1 Transform 500 ETF (VOTE) to iShares MSCI USA Size Factor (SIZE)
VOTE
Engine No. 1 Transform 500 ETF
VOTE Description
VOTE is a large-cap equity index fund with a strategy to drive positive impact for employees, customers, communities and the environment as an active owner who votes our shares accordingly.
Grade (RS Rating)
Last Trade
$66.65
Average Daily Volume
33,298
Number of Holdings
*
492
* may have additional holdings in another (foreign) market
SIZE
iShares MSCI USA Size Factor
SIZE Description
The investment seeks to track the performance of MSCI USA Risk Weighted Index that measures the performance of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Risk Weighted Index (the "underlying index") is based on a traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid- capitalization stocks.Grade (RS Rating)
Last Trade
$147.94
Average Daily Volume
4,160
Number of Holdings
*
123
* may have additional holdings in another (foreign) market
Performance
| Period | VOTE | SIZE |
|---|---|---|
| 30 Days | 1.60% | 2.44% |
| 60 Days | 2.71% | 4.40% |
| 90 Days | 4.70% | 7.48% |
| 12 Months | 33.93% | 26.83% |
107 Overlapping Holdings
| Symbol | Grade | Weight in VOTE | Weight in SIZE | Overlap | |
|---|---|---|---|---|---|
| A | C | 0.08% | 0.22% | 0.08% | |
| AAPL | C | 6.69% | 5.47% | 5.47% | |
| ACGL | B | 0.09% | 0.29% | 0.09% | |
| ACN | C | 0.46% | 1.68% | 0.46% | |
| ADBE | F | 0.55% | 1.91% | 0.55% | |
| ADP | B | 0.24% | 1.66% | 0.24% | |
| AFL | C | 0.12% | 0.41% | 0.12% | |
| AMAT | D | 0.32% | 1.33% | 0.32% | |
| AMP | B | 0.09% | 0.26% | 0.09% | |
| ANET | A | 0.19% | 0.71% | 0.19% | |
| APD | B | 0.13% | 0.32% | 0.13% | |
| APH | C | 0.16% | 0.46% | 0.16% | |
| ATO | B | 0.04% | 0.38% | 0.04% | |
| AVB | C | 0.07% | 0.25% | 0.07% | |
| AVY | D | 0.04% | 0.09% | 0.04% | |
| BBY | C | 0.04% | 0.31% | 0.04% | |
| BLK | B | 0.27% | 0.85% | 0.27% | |
| CAT | B | 0.35% | 1.28% | 0.35% | |
| CBRE | A | 0.07% | 0.32% | 0.07% | |
| CDNS | D | 0.15% | 0.55% | 0.15% | |
| CME | C | 0.16% | 0.51% | 0.16% | |
| CMG | C | 0.16% | 1.23% | 0.16% | |
| COP | D | 0.25% | 1.62% | 0.25% | |
| COST | B | 0.85% | 2.62% | 0.85% | |
| CSCO | B | 0.42% | 1.53% | 0.42% | |
| CSGP | D | 0.07% | 0.29% | 0.07% | |
| CTAS | C | 0.15% | 0.59% | 0.15% | |
| DECK | D | 0.05% | 0.44% | 0.05% | |
| DHI | C | 0.12% | 0.86% | 0.12% | |
| EA | D | 0.07% | 0.18% | 0.07% | |
| ED | C | 0.07% | 0.55% | 0.07% | |
| ENPH | D | 0.03% | 0.11% | 0.03% | |
| EQR | C | 0.06% | 0.19% | 0.06% | |
| EQT | D | 0.04% | 0.18% | 0.04% | |
| ERIE | B | 0.03% | 0.11% | 0.03% | |
| EW | F | 0.09% | 0.25% | 0.09% | |
| EXPD | C | 0.04% | 0.13% | 0.04% | |
| FAST | C | 0.08% | 0.36% | 0.08% | |
| FDS | C | 0.03% | 0.11% | 0.03% | |
| GOOG | D | 1.7% | 1.43% | 1.43% | |
| GOOGL | D | 1.89% | 1.65% | 1.65% | |
| GRMN | D | 0.06% | 0.41% | 0.06% | |
| GWW | A | 0.09% | 0.5% | 0.09% | |
| HSY | D | 0.06% | 0.18% | 0.06% | |
| IDXX | D | 0.09% | 0.36% | 0.09% | |
| ITW | C | 0.15% | 0.69% | 0.15% | |
| JNJ | C | 0.83% | 2.35% | 0.83% | |
| KEYS | C | 0.05% | 0.16% | 0.05% | |
| KLAC | D | 0.21% | 0.95% | 0.21% | |
| KO | B | 0.58% | 1.69% | 0.58% | |
| LIN | B | 0.47% | 1.21% | 0.47% | |
| LLY | C | 1.65% | 4.3% | 1.65% | |
| LMT | B | 0.25% | 1.17% | 0.25% | |
| LPLA | F | 0.03% | 0.12% | 0.03% | |
| LRCX | F | 0.2% | 0.81% | 0.2% | |
| LULU | D | 0.06% | 0.56% | 0.06% | |
| MA | B | 0.85% | 4.06% | 0.85% | |
| MCO | A | 0.16% | 0.55% | 0.16% | |
| META | A | 2.4% | 3.93% | 2.4% | |
| MMC | C | 0.24% | 0.78% | 0.24% | |
| MMM | A | 0.15% | 0.53% | 0.15% | |
| MNST | D | 0.08% | 0.21% | 0.08% | |
| MOH | D | 0.04% | 0.12% | 0.04% | |
| MPWR | C | 0.09% | 0.29% | 0.09% | |
| MSFT | C | 6.61% | 4.74% | 4.74% | |
| NFLX | B | 0.62% | 1.51% | 0.62% | |
| NKE | D | 0.19% | 1.47% | 0.19% | |
| NTAP | D | 0.05% | 0.22% | 0.05% | |
| NVDA | D | 5.91% | 5.9% | 5.9% | |
| NVR | B | 0.06% | 0.55% | 0.06% | |
| ODFL | D | 0.08% | 0.3% | 0.08% | |
| OMC | B | 0.04% | 0.11% | 0.04% | |
| PAYX | C | 0.09% | 0.47% | 0.09% | |
| PEG | A | 0.09% | 0.67% | 0.09% | |
| PEP | D | 0.51% | 1.25% | 0.51% | |
| PHM | B | 0.06% | 0.48% | 0.06% | |
| PKG | B | 0.04% | 0.09% | 0.04% | |
| PLD | C | 0.25% | 0.83% | 0.25% | |
| POOL | D | 0.03% | 0.22% | 0.03% | |
| PPG | D | 0.06% | 0.16% | 0.06% | |
| PSA | B | 0.12% | 0.6% | 0.12% | |
| QCOM | F | 0.38% | 1.22% | 0.38% | |
| RMD | C | 0.08% | 0.19% | 0.08% | |
| ROK | F | 0.06% | 0.2% | 0.06% | |
| ROL | C | 0.03% | 0.12% | 0.03% | |
| RS | D | 0.03% | 0.08% | 0.03% | |
| SHW | B | 0.18% | 0.58% | 0.18% | |
| SLB | F | 0.12% | 0.84% | 0.12% | |
| SMCI | F | 0.05% | 0.15% | 0.05% | |
| SNPS | D | 0.16% | 0.48% | 0.16% | |
| SRE | B | 0.11% | 0.85% | 0.11% | |
| TJX | C | 0.28% | 2.06% | 0.28% | |
| TPL | A | 0.03% | 0.35% | 0.03% | |
| TROW | D | 0.05% | 0.17% | 0.05% | |
| TSCO | C | 0.06% | 0.45% | 0.06% | |
| TXN | C | 0.37% | 1.36% | 0.37% | |
| ULTA | D | 0.04% | 0.33% | 0.04% | |
| UNH | C | 1.13% | 2.87% | 1.13% | |
| V | C | 0.94% | 4.24% | 0.94% | |
| VEEV | C | 0.07% | 0.16% | 0.07% | |
| VLTO | B | 0.05% | 0.23% | 0.05% | |
| VRTX | D | 0.26% | 0.66% | 0.26% | |
| WAT | C | 0.04% | 0.12% | 0.04% | |
| WBA | F | 0.01% | 0.03% | 0.01% | |
| WSM | D | 0.03% | 0.32% | 0.03% | |
| WST | D | 0.05% | 0.12% | 0.05% | |
| ZTS | C | 0.18% | 0.56% | 0.18% |
VOTE Overweight 385 Positions Relative to SIZE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 3.66% | |
| BRK.A | C | 1.69% | |
| AVGO | C | 1.56% | |
| TSLA | C | 1.33% | |
| JPM | D | 1.23% | |
| XOM | D | 1.04% | |
| PG | C | 0.85% | |
| HD | A | 0.77% | |
| WMT | B | 0.72% | |
| ABBV | C | 0.71% | |
| MRK | D | 0.61% | |
| BAC | D | 0.55% | |
| ORCL | B | 0.54% | |
| AMD | D | 0.51% | |
| CRM | D | 0.5% | |
| CVX | D | 0.5% | |
| TMO | C | 0.49% | |
| MCD | B | 0.44% | |
| ABT | C | 0.42% | |
| PM | C | 0.4% | |
| IBM | A | 0.4% | |
| GE | A | 0.39% | |
| INTU | C | 0.38% | |
| NOW | A | 0.38% | |
| DHR | C | 0.38% | |
| VZ | B | 0.38% | |
| AMGN | B | 0.37% | |
| WFC | D | 0.37% | |
| NEE | C | 0.36% | |
| ISRG | C | 0.36% | |
| SPGI | A | 0.34% | |
| DIS | D | 0.34% | |
| PFE | C | 0.34% | |
| RTX | C | 0.33% | |
| UNP | C | 0.32% | |
| GS | C | 0.32% | |
| CMCSA | D | 0.32% | |
| T | C | 0.32% | |
| LOW | A | 0.3% | |
| PGR | A | 0.3% | |
| AXP | B | 0.3% | |
| UBER | C | 0.29% | |
| SYK | C | 0.28% | |
| HON | D | 0.28% | |
| BKNG | B | 0.27% | |
| BSX | B | 0.26% | |
| REGN | C | 0.26% | |
| ELV | C | 0.26% | |
| MDT | C | 0.25% | |
| ETN | C | 0.25% | |
| MS | C | 0.25% | |
| CB | B | 0.24% | |
| C | D | 0.23% | |
| ADI | C | 0.23% | |
| AMT | C | 0.23% | |
| PANW | C | 0.23% | |
| SBUX | C | 0.23% | |
| GILD | B | 0.22% | |
| MELI | B | 0.22% | |
| BX | B | 0.22% | |
| MDLZ | C | 0.21% | |
| BA | F | 0.21% | |
| CI | C | 0.21% | |
| UPS | F | 0.2% | |
| MU | F | 0.2% | |
| SO | A | 0.2% | |
| DE | B | 0.2% | |
| BMY | C | 0.2% | |
| DUK | B | 0.19% | |
| MO | C | 0.19% | |
| ICE | C | 0.19% | |
| CL | C | 0.18% | |
| SCHW | D | 0.18% | |
| KKR | A | 0.17% | |
| TMUS | C | 0.17% | |
| TT | A | 0.17% | |
| INTC | F | 0.17% | |
| EQIX | B | 0.17% | |
| PH | A | 0.16% | |
| TDG | B | 0.16% | |
| AON | B | 0.16% | |
| HCA | A | 0.16% | |
| WM | D | 0.16% | |
| NOC | A | 0.16% | |
| WELL | C | 0.16% | |
| PNC | A | 0.15% | |
| CVS | F | 0.15% | |
| MSI | B | 0.15% | |
| PYPL | B | 0.15% | |
| CSX | D | 0.14% | |
| ORLY | D | 0.14% | |
| MCK | F | 0.14% | |
| EOG | D | 0.14% | |
| USB | B | 0.14% | |
| BDX | F | 0.14% | |
| TGT | C | 0.14% | |
| GD | B | 0.14% | |
| PLTR | A | 0.14% | |
| NEM | B | 0.13% | |
| CARR | B | 0.13% | |
| ECL | A | 0.13% | |
| MRVL | C | 0.13% | |
| AJG | D | 0.13% | |
| FDX | F | 0.13% | |
| ADSK | C | 0.12% | |
| TFC | D | 0.12% | |
| MAR | C | 0.12% | |
| MPC | D | 0.12% | |
| NXPI | D | 0.12% | |
| NSC | C | 0.12% | |
| EMR | D | 0.12% | |
| ROP | C | 0.12% | |
| CRWD | D | 0.12% | |
| GEV | B | 0.12% | |
| CEG | A | 0.12% | |
| FCX | D | 0.12% | |
| ROST | C | 0.11% | |
| BK | A | 0.11% | |
| CCI | C | 0.11% | |
| DLR | B | 0.11% | |
| COF | A | 0.11% | |
| GM | B | 0.11% | |
| OKE | B | 0.11% | |
| HLT | B | 0.11% | |
| WDAY | D | 0.11% | |
| PSX | D | 0.11% | |
| TRV | B | 0.11% | |
| AZO | D | 0.11% | |
| AEP | C | 0.11% | |
| O | C | 0.11% | |
| WMB | B | 0.11% | |
| FICO | B | 0.1% | |
| TTD | B | 0.1% | |
| FIS | B | 0.1% | |
| URI | B | 0.1% | |
| D | B | 0.1% | |
| KMB | D | 0.1% | |
| JCI | B | 0.1% | |
| FTNT | B | 0.1% | |
| AIG | D | 0.1% | |
| ALL | B | 0.1% | |
| PCAR | D | 0.1% | |
| ABNB | D | 0.1% | |
| SPG | A | 0.1% | |
| KMI | A | 0.09% | |
| GIS | B | 0.09% | |
| F | F | 0.09% | |
| PRU | C | 0.09% | |
| PCG | B | 0.09% | |
| RSG | D | 0.09% | |
| LHX | C | 0.09% | |
| CPRT | D | 0.09% | |
| LEN | C | 0.09% | |
| IQV | D | 0.09% | |
| VLO | F | 0.09% | |
| TEL | D | 0.09% | |
| MSCI | C | 0.09% | |
| APO | B | 0.09% | |
| MET | A | 0.09% | |
| IR | C | 0.08% | |
| EFX | C | 0.08% | |
| SNOW | F | 0.08% | |
| KR | C | 0.08% | |
| YUM | F | 0.08% | |
| EXR | B | 0.08% | |
| OTIS | C | 0.08% | |
| CTSH | C | 0.08% | |
| SYY | D | 0.08% | |
| HWM | B | 0.08% | |
| AME | C | 0.08% | |
| VRSK | D | 0.08% | |
| IT | A | 0.08% | |
| CTVA | B | 0.08% | |
| RCL | A | 0.08% | |
| PWR | B | 0.08% | |
| HUM | F | 0.08% | |
| EXC | B | 0.08% | |
| CNC | C | 0.08% | |
| DASH | B | 0.08% | |
| KVUE | C | 0.08% | |
| KDP | B | 0.08% | |
| MCHP | D | 0.08% | |
| CMI | C | 0.08% | |
| LNG | C | 0.08% | |
| STZ | D | 0.08% | |
| VRT | C | 0.07% | |
| VMC | D | 0.07% | |
| KHC | C | 0.07% | |
| XYL | D | 0.07% | |
| MLM | D | 0.07% | |
| EBAY | B | 0.07% | |
| COIN | F | 0.07% | |
| OXY | F | 0.07% | |
| DFS | B | 0.07% | |
| GLW | B | 0.07% | |
| DDOG | D | 0.07% | |
| TRGP | B | 0.07% | |
| EIX | C | 0.07% | |
| HPQ | D | 0.07% | |
| ALNY | C | 0.07% | |
| CHTR | D | 0.07% | |
| BKR | C | 0.07% | |
| DD | B | 0.07% | |
| NUE | F | 0.07% | |
| HIG | B | 0.07% | |
| IRM | B | 0.07% | |
| GEHC | C | 0.07% | |
| VICI | C | 0.07% | |
| DOW | D | 0.07% | |
| SQ | D | 0.07% | |
| XEL | B | 0.07% | |
| HES | D | 0.07% | |
| IFF | C | 0.06% | |
| ARES | A | 0.06% | |
| DXCM | F | 0.06% | |
| CAH | C | 0.06% | |
| AXON | A | 0.06% | |
| MTB | A | 0.06% | |
| GPN | D | 0.06% | |
| ANSS | D | 0.06% | |
| FITB | B | 0.06% | |
| NDAQ | A | 0.06% | |
| CPNG | A | 0.06% | |
| DAL | C | 0.06% | |
| AWK | C | 0.06% | |
| BIIB | F | 0.06% | |
| CDW | D | 0.06% | |
| MTD | D | 0.06% | |
| ADM | D | 0.06% | |
| WAB | A | 0.06% | |
| FANG | D | 0.06% | |
| DELL | C | 0.06% | |
| ON | F | 0.06% | |
| WTW | C | 0.06% | |
| WEC | B | 0.06% | |
| ZBH | F | 0.05% | |
| HPE | D | 0.05% | |
| APP | B | 0.05% | |
| RJF | C | 0.05% | |
| AEE | A | 0.05% | |
| FE | C | 0.05% | |
| FCNCA | D | 0.05% | |
| WY | C | 0.05% | |
| MRNA | F | 0.05% | |
| PPL | B | 0.05% | |
| ES | C | 0.05% | |
| NET | D | 0.05% | |
| RBLX | B | 0.05% | |
| FSLR | C | 0.05% | |
| LYB | F | 0.05% | |
| TTWO | D | 0.05% | |
| STE | C | 0.05% | |
| TYL | C | 0.05% | |
| BR | D | 0.05% | |
| HAL | F | 0.05% | |
| STT | B | 0.05% | |
| BRO | C | 0.05% | |
| HUBS | D | 0.05% | |
| DVN | D | 0.05% | |
| CHD | C | 0.05% | |
| DOV | B | 0.05% | |
| DTE | B | 0.05% | |
| FTV | C | 0.05% | |
| SBAC | C | 0.05% | |
| ETR | A | 0.05% | |
| VST | A | 0.05% | |
| TEAM | D | 0.05% | |
| VTR | C | 0.05% | |
| CCL | C | 0.04% | |
| CTRA | D | 0.04% | |
| WBD | D | 0.04% | |
| ALGN | D | 0.04% | |
| LUV | C | 0.04% | |
| DGX | C | 0.04% | |
| ZBRA | B | 0.04% | |
| TSN | D | 0.04% | |
| MAS | B | 0.04% | |
| PINS | F | 0.04% | |
| BURL | C | 0.04% | |
| CNP | D | 0.04% | |
| WRB | C | 0.04% | |
| NTRS | B | 0.04% | |
| AVTR | C | 0.04% | |
| SUI | C | 0.04% | |
| J | C | 0.04% | |
| CFG | C | 0.04% | |
| DG | F | 0.04% | |
| LII | B | 0.04% | |
| DKNG | C | 0.04% | |
| SYF | C | 0.04% | |
| PFG | B | 0.04% | |
| HOLX | C | 0.04% | |
| ARE | C | 0.04% | |
| TRU | B | 0.04% | |
| DRI | B | 0.04% | |
| GPC | D | 0.04% | |
| MAA | C | 0.04% | |
| CSL | B | 0.04% | |
| EL | F | 0.04% | |
| MKL | C | 0.04% | |
| BAH | B | 0.04% | |
| ESS | C | 0.04% | |
| BAX | C | 0.04% | |
| TER | D | 0.04% | |
| MSTR | D | 0.04% | |
| ILMN | C | 0.04% | |
| TDY | C | 0.04% | |
| RF | B | 0.04% | |
| STX | C | 0.04% | |
| PTC | D | 0.04% | |
| GDDY | C | 0.04% | |
| CLX | C | 0.04% | |
| WDC | D | 0.04% | |
| HBAN | B | 0.04% | |
| BALL | C | 0.04% | |
| CMS | B | 0.04% | |
| LDOS | B | 0.04% | |
| INVH | C | 0.04% | |
| CINF | C | 0.04% | |
| MKC | C | 0.04% | |
| MDB | D | 0.04% | |
| CPAY | C | 0.04% | |
| K | A | 0.04% | |
| HUBB | A | 0.04% | |
| BLDR | C | 0.04% | |
| KMX | D | 0.03% | |
| JBL | D | 0.03% | |
| SJM | C | 0.03% | |
| CE | F | 0.03% | |
| WPC | C | 0.03% | |
| TRMB | C | 0.03% | |
| BG | D | 0.03% | |
| EVRG | B | 0.03% | |
| DT | C | 0.03% | |
| DLTR | F | 0.03% | |
| JBHT | D | 0.03% | |
| VTRS | D | 0.03% | |
| DPZ | D | 0.03% | |
| CF | C | 0.03% | |
| LYV | B | 0.03% | |
| L | D | 0.03% | |
| MRO | C | 0.03% | |
| AKAM | D | 0.03% | |
| PSTG | F | 0.03% | |
| IEX | D | 0.03% | |
| SWK | B | 0.03% | |
| CAG | C | 0.03% | |
| ZS | F | 0.03% | |
| HEI | A | 0.03% | |
| VRSN | D | 0.03% | |
| AMCR | C | 0.03% | |
| SSNC | B | 0.03% | |
| BMRN | F | 0.03% | |
| ZM | C | 0.03% | |
| LVS | D | 0.03% | |
| SWKS | F | 0.03% | |
| PODD | B | 0.03% | |
| APTV | D | 0.03% | |
| UAL | C | 0.03% | |
| ENTG | D | 0.03% | |
| STLD | D | 0.03% | |
| EG | C | 0.03% | |
| IP | C | 0.03% | |
| TXT | D | 0.03% | |
| EXPE | C | 0.03% | |
| CG | D | 0.02% | |
| SCCO | D | 0.02% | |
| MGM | D | 0.02% | |
| FOXA | B | 0.02% | |
| CNH | D | 0.02% | |
| HRL | D | 0.02% | |
| LW | D | 0.02% | |
| CPB | B | 0.02% | |
| SNAP | F | 0.02% | |
| ALB | F | 0.02% | |
| INCY | C | 0.02% | |
| LKQ | F | 0.02% | |
| HEI | A | 0.02% | |
| RPRX | D | 0.02% | |
| OKTA | F | 0.02% | |
| AGR | B | 0.01% | |
| WLK | D | 0.01% | |
| FOX | B | 0.01% | |
| CELH | F | 0.01% | |
| LEN | C | 0.0% |
VOTE: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Diversified Industrials
Business Services
Semiconductors
Asset Management
Diagnostics & Research
Specialty Retail
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Oil & Gas E&P
Packaged Foods
Specialty Chemicals
Insurance - Property & Casualty
Medical Devices
Software - Infrastructure
Biotechnology
Credit Services
SIZE: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Software - Application
Asset Management
Capital Markets
Semiconductor Equipment & Materials
Semiconductors
Specialty Retail
Beverages - Soft Drinks
Diagnostics & Research
Industrial Distribution
Internet Content & Information
Oil & Gas E&P
Residential Construction
Specialty Chemicals
Advertising Agencies
Apparel Stores
Biotechnology
Credit Services
Drug Manufacturers - Major
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