XJH vs. EVUS ETF Comparison
Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to iShares ESG Aware MSCI USA Value ETF (EVUS)
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
$39.72
Average Daily Volume
19,528
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$28.38
Average Daily Volume
696
Number of Holdings
*
228
* may have additional holdings in another (foreign) market
Performance
| Period | XJH | EVUS |
|---|---|---|
| 30 Days | 5.48% | 4.28% |
| 60 Days | 3.68% | 4.82% |
| 90 Days | 7.14% | 6.05% |
| 12 Months | 13.30% | 15.89% |
1 Overlapping Holdings
| Symbol | Grade | Weight in XJH | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| OC | C | 0.65% | 1.0% | 0.65% |
XJH Underweight 227 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NKE | F | -1.0% | |
| DG | D | -1.0% | |
| AZPN | D | -1.0% | |
| SOLV | B | -1.0% | |
| DLTR | F | -1.0% | |
| RMD | A | -1.0% | |
| MDLZ | A | -1.0% | |
| TWLO | A | -1.0% | |
| STZ | D | -1.0% | |
| LDOS | C | -1.0% | |
| ITW | C | -1.0% | |
| ULTA | F | -1.0% | |
| MPC | F | -1.0% | |
| GEV | D | -1.0% | |
| SYY | A | -1.0% | |
| FCX | F | -1.0% | |
| GEHC | A | -1.0% | |
| AKAM | C | -1.0% | |
| GEN | B | -1.0% | |
| FANG | C | -1.0% | |
| APTV | D | -1.0% | |
| PSA | A | -1.0% | |
| CAG | A | -1.0% | |
| IPG | C | -1.0% | |
| CBOE | A | -1.0% | |
| CPB | A | -1.0% | |
| NTAP | C | -1.0% | |
| AVY | D | -1.0% | |
| ICE | B | -1.0% | |
| TTC | C | -1.0% | |
| STLD | D | -1.0% | |
| BALL | B | -1.0% | |
| DD | C | -1.0% | |
| BXP | B | -1.0% | |
| HUM | D | -1.0% | |
| KMX | B | -1.0% | |
| HRL | A | -1.0% | |
| WDC | F | -1.0% | |
| AVB | A | -1.0% | |
| AIZ | A | -1.0% | |
| FTV | F | -1.0% | |
| FOX | B | -1.0% | |
| JNPR | A | -1.0% | |
| PAYX | A | -1.0% | |
| PFG | D | -1.0% | |
| FSLR | D | -1.0% | |
| WMB | B | -1.0% | |
| TMO | A | -1.0% | |
| EQT | F | -1.0% | |
| ADM | D | -1.0% | |
| HPQ | C | -1.0% | |
| OXY | D | -1.0% | |
| MKC | A | -1.0% | |
| AVTR | A | -1.0% | |
| IP | B | -1.0% | |
| DAL | F | -1.0% | |
| WTW | A | -1.0% | |
| NTRS | B | -1.0% | |
| ROK | D | -1.0% | |
| BIIB | F | -1.0% | |
| CB | A | -1.0% | |
| ANSS | D | -1.0% | |
| HOLX | A | -1.0% | |
| COF | C | -1.0% | |
| TRMB | F | -1.0% | |
| ALLE | B | -1.0% | |
| JBHT | C | -1.0% | |
| IEX | D | -1.0% | |
| IR | C | -1.0% | |
| STT | B | -1.0% | |
| TJX | A | -1.0% | |
| FDS | D | -1.0% | |
| TFX | A | -1.0% | |
| PYPL | B | -1.0% | |
| DHI | A | -1.0% | |
| TAP | C | -1.0% | |
| ABT | A | -1.0% | |
| LH | A | -1.0% | |
| VLO | C | -1.0% | |
| A | A | -1.0% | |
| WTRG | A | -1.0% | |
| USB | B | -1.0% | |
| TFC | B | -1.0% | |
| URI | B | -1.0% | |
| TSCO | D | -1.0% | |
| IFF | C | -1.0% | |
| CNH | F | -1.0% | |
| WFC | D | -1.0% | |
| ZBH | C | -1.0% | |
| ETN | D | -1.0% | |
| FDX | B | -1.0% | |
| CNC | A | -1.0% | |
| AWK | A | -1.0% | |
| HBAN | B | -1.0% | |
| MMC | A | -1.0% | |
| ED | A | -1.0% | |
| CHD | D | -1.0% | |
| BLK | B | -1.0% | |
| EIX | A | -1.0% | |
| BKR | B | -1.0% | |
| DGX | A | -1.0% | |
| RF | B | -1.0% | |
| WY | A | -1.0% | |
| CAH | B | -1.0% | |
| NUE | F | -1.0% | |
| LYB | D | -1.0% | |
| PPG | F | -1.0% | |
| SBUX | D | -1.0% | |
| COO | A | -1.0% | |
| ADI | D | -1.0% | |
| FIS | C | -1.0% | |
| NEM | A | -1.0% | |
| FI | B | -1.0% | |
| DOV | C | -1.0% | |
| KHC | A | -1.0% | |
| KDP | A | -1.0% | |
| REGN | A | -1.0% | |
| KEYS | F | -1.0% | |
| UPS | F | -1.0% | |
| JCI | D | -1.0% | |
| FBIN | A | -1.0% | |
| HCA | A | -1.0% | |
| SCHW | D | -1.0% | |
| T | A | -1.0% | |
| NDAQ | A | -1.0% | |
| PGR | A | -1.0% | |
| PLD | B | -1.0% | |
| EXC | A | -1.0% | |
| CLX | A | -1.0% | |
| BMY | A | -1.0% | |
| DOW | D | -1.0% | |
| STE | A | -1.0% | |
| SLB | D | -1.0% | |
| CMS | A | -1.0% | |
| WELL | A | -1.0% | |
| DLR | A | -1.0% | |
| EA | A | -1.0% | |
| PSX | D | -1.0% | |
| BG | D | -1.0% | |
| IRM | A | -1.0% | |
| HPE | D | -1.0% | |
| CARR | C | -1.0% | |
| SYF | C | -1.0% | |
| KR | A | -1.0% | |
| DFS | C | -1.0% | |
| LKQ | F | -1.0% | |
| CMCSA | B | -1.0% | |
| BBY | C | -1.0% | |
| CHRW | A | -1.0% | |
| DE | D | -1.0% | |
| HII | B | -1.0% | |
| TGT | F | -1.0% | |
| MET | C | -1.0% | |
| MU | F | -1.0% | |
| ZTS | B | -1.0% | |
| XYL | D | -1.0% | |
| HIG | A | -1.0% | |
| KMB | A | -1.0% | |
| ES | A | -1.0% | |
| COR | A | -1.0% | |
| OVV | F | -1.0% | |
| LIN | A | -1.0% | |
| NOC | A | -1.0% | |
| NXPI | D | -1.0% | |
| EQIX | A | -1.0% | |
| TRV | A | -1.0% | |
| FERG | B | -1.0% | |
| CMI | A | -1.0% | |
| CBRE | A | -1.0% | |
| EXPD | B | -1.0% | |
| PNC | B | -1.0% | |
| OKE | C | -1.0% | |
| ACN | C | -1.0% | |
| MCD | A | -1.0% | |
| MRK | D | -1.0% | |
| MMM | A | -1.0% | |
| BK | B | -1.0% | |
| CI | B | -1.0% | |
| CCI | A | -1.0% | |
| KMI | B | -1.0% | |
| GIS | A | -1.0% | |
| AMT | A | -1.0% | |
| PNR | B | -1.0% | |
| SPGI | B | -1.0% | |
| ECL | C | -1.0% | |
| QCOM | F | -1.0% | |
| C | C | -1.0% | |
| K | A | -1.0% | |
| CAT | C | -1.0% | |
| INTC | F | -1.0% | |
| LOW | A | -1.0% | |
| ELV | B | -1.0% | |
| PFE | A | -1.0% | |
| BR | A | -1.0% | |
| GS | B | -1.0% | |
| DIS | F | -1.0% | |
| RTX | A | -1.0% | |
| HON | D | -1.0% | |
| VZ | B | -1.0% | |
| NEE | A | -1.0% | |
| AXP | C | -1.0% | |
| COP | F | -1.0% | |
| MS | C | -1.0% | |
| CSCO | D | -1.0% | |
| CRH | B | -1.0% | |
| GILD | A | -1.0% | |
| AMGN | B | -1.0% | |
| BRK.A | B | -1.0% | |
| PEG | A | -1.0% | |
| PEP | A | -1.0% | |
| ORCL | C | -1.0% | |
| ABBV | A | -1.0% | |
| PRU | C | -1.0% | |
| DHR | A | -1.0% | |
| IBM | A | -1.0% | |
| ADP | A | -1.0% | |
| BAC | C | -1.0% | |
| CVX | D | -1.0% | |
| PG | A | -1.0% | |
| JNJ | A | -1.0% | |
| TXN | C | -1.0% | |
| XOM | A | -1.0% | |
| KO | A | -1.0% | |
| HD | B | -1.0% | |
| AVGO | D | -1.0% | |
| UNH | A | -1.0% | |
| JPM | C | -1.0% |
XJH: Top Represented Industries & Keywords
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Semiconductors
Specialty Chemicals
Banks - Regional - US
Capital Markets
Credit Services
Diagnostics & Research
Health Care Plans
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Household & Personal Products
Aerospace & Defense
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