XJH vs. VUSE ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to Vident Core US Equity ETF (VUSE)

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

$42.01

Average Daily Volume

17,617

Number of Holdings ^*

354

* may have additional holdings in another (foreign) market

VUSE

Vident Core US Equity ETF

VUSE Description

The investment seeks to track the price and total return performance, before fees and expenses, of the Vident Core U.S. Equity Index (the "Strategy Index"). Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the Strategy Index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Strategy Index construction begins by establishing an initial universe of U.S. equity securities of companies with a market capitalization greater than $500 million and meeting certain minimum liquidity requirements.

Grade (RS Rating)

Last Trade

$57.54

Average Daily Volume

15,667

Number of Holdings ^*

126

* may have additional holdings in another (foreign) market

Performance

Period	XJH	VUSE
30 Days	3.21%	5.53%
60 Days	8.28%	11.10%
90 Days	7.30%	5.12%
12 Months	27.82%	25.32%

21 Overlapping Holdings

Symbol	Grade	Weight in XJH	Weight in VUSE	Overlap
APPF	C	0.21%	0.17%	0.17%
AYI	A	0.32%	0.65%	0.32%
CRUS	D	0.25%	0.47%	0.25%
CSL	A	0.8%	0.37%	0.37%
CVLT	B	0.26%	0.61%	0.26%
DBX	C	0.23%	0.24%	0.23%
EME	B	0.78%	0.69%	0.69%
EQH	B	0.38%	0.61%	0.38%
EXEL	B	0.29%	0.49%	0.29%
JLL	C	0.5%	0.49%	0.49%
LSCC	D	0.29%	0.54%	0.29%
MANH	A	0.67%	0.38%	0.38%
MEDP	F	0.32%	0.2%	0.2%
MTG	A	0.26%	0.5%	0.26%
NYT	C	0.35%	0.61%	0.35%
PSTG	F	0.61%	0.14%	0.14%
QLYS	F	0.18%	0.43%	0.18%
RMBS	F	0.18%	0.39%	0.18%
SEIC	B	0.26%	0.1%	0.1%
TREX	D	0.28%	0.48%	0.28%
UTHR	C	0.62%	0.56%	0.56%

XJH Overweight 333 Positions Relative to VUSE

Symbol	Grade	Weight
ILMN	B	0.82%
LII	C	0.77%
WSM	C	0.76%
AVTR	D	0.69%
BURL	C	0.68%
WSO	C	0.68%
RS	D	0.62%
RPM	A	0.62%
FNF	C	0.61%
DT	B	0.61%
THC	D	0.61%
USFD	C	0.6%
TOL	C	0.6%
OC	C	0.59%
IBKR	A	0.58%
GGG	C	0.57%
RGA	B	0.56%
FIX	A	0.55%
COHR	B	0.55%
WPC	C	0.54%
ACM	A	0.54%
CASY	D	0.54%
GLPI	C	0.54%
RNR	A	0.54%
ELS	D	0.52%
BMRN	F	0.52%
XPO	F	0.51%
FND	C	0.5%
TTEK	A	0.49%
WING	C	0.49%
ITT	C	0.48%
CLH	B	0.48%
CW	A	0.48%
CUBE	C	0.47%
BLD	D	0.47%
AMH	D	0.47%
NBIX	F	0.46%
NVT	C	0.46%
TXRH	A	0.46%
SRPT	F	0.46%
SAIA	D	0.45%
LAMR	C	0.45%
EWBC	B	0.44%
RRX	B	0.44%
CCK	C	0.44%
SCI	D	0.44%
BJ	B	0.43%
LECO	D	0.43%
ONTO	B	0.43%
REXR	D	0.43%
WMS	D	0.43%
SFM	A	0.42%
FBIN	C	0.42%
DUOL	B	0.41%
OHI	C	0.41%
ATR	A	0.41%
ARMK	C	0.4%
AA	B	0.4%
WWD	C	0.4%
NLY	C	0.4%
JEF	A	0.39%
KNSL	B	0.39%
EHC	C	0.38%
CHDN	C	0.38%
AFG	A	0.38%
TPX	C	0.37%
SF	A	0.37%
ALLY	F	0.37%
EXP	C	0.37%
RGLD	C	0.37%
WTRG	D	0.37%
EVR	C	0.36%
OLED	B	0.36%
SKX	B	0.36%
MUSA	D	0.36%
NNN	C	0.35%
HRB	C	0.35%
DCI	B	0.35%
INGR	B	0.35%
CHE	D	0.35%
PRI	A	0.35%
CIEN	A	0.35%
SNX	C	0.35%
TTC	F	0.35%
EGP	D	0.35%
GME	D	0.34%
CNM	F	0.34%
CROX	C	0.34%
GPK	D	0.34%
HLI	A	0.33%
ORI	A	0.33%
LAD	C	0.33%
WEX	C	0.33%
AIT	B	0.33%
KNX	D	0.33%
X	F	0.32%
AXTA	C	0.32%
BRX	C	0.32%
LNW	F	0.32%
FHN	D	0.32%
BRBR	A	0.31%
UFPI	C	0.31%
WBS	D	0.31%
BERY	C	0.31%
FYBR	C	0.31%
SSD	B	0.31%
GMED	B	0.31%
FCN	C	0.31%
COKE	C	0.3%
MKSI	F	0.3%
MIDD	D	0.3%
RGEN	F	0.3%
VOYA	A	0.3%
CR	A	0.3%
WCC	D	0.3%
BRKR	D	0.3%
FR	D	0.29%
SSB	C	0.29%
DINO	F	0.29%
ADC	C	0.29%
PEN	D	0.29%
PNFP	B	0.29%
UNM	A	0.29%
DTM	A	0.29%
MTZ	A	0.29%
PCTY	C	0.28%
GNTX	D	0.28%
H	B	0.28%
WTFC	B	0.28%
ARW	C	0.28%
STAG	D	0.28%
KEX	C	0.28%
TMHC	C	0.28%
AAON	A	0.28%
CFR	B	0.28%
HALO	D	0.28%
LNTH	C	0.28%
JAZZ	F	0.27%
RYAN	A	0.27%
ZION	D	0.27%
HQY	B	0.27%
CGNX	F	0.27%
FLS	A	0.27%
PLNT	B	0.27%
ACHC	F	0.27%
CBSH	D	0.27%
MTN	D	0.27%
ANF	D	0.27%
MSA	F	0.27%
MTSI	B	0.26%
STWD	C	0.26%
HR	D	0.26%
LFUS	C	0.26%
FAF	C	0.26%
LPX	C	0.26%
ALV	F	0.26%
ESNT	A	0.26%
PB	D	0.26%
ELF	F	0.25%
CMC	D	0.25%
NOVT	C	0.25%
RLI	A	0.25%
WH	C	0.25%
G	A	0.25%
VNO	B	0.25%
OSK	F	0.25%
LSTR	F	0.25%
AGCO	D	0.24%
OLLI	C	0.24%
KBH	D	0.24%
ESAB	C	0.24%
EXLS	B	0.24%
CBT	B	0.24%
GXO	D	0.24%
WFRD	F	0.24%
CYTK	D	0.24%
NOV	F	0.24%
R	C	0.24%
LEA	F	0.24%
AZPN	A	0.24%
SNV	D	0.24%
THO	C	0.23%
DAR	F	0.23%
VMI	B	0.23%
WHR	C	0.23%
MASI	B	0.23%
ONB	D	0.23%
CLF	D	0.23%
BC	C	0.22%
POST	C	0.22%
MMS	C	0.22%
SIGI	D	0.22%
MDU	C	0.22%
SRCL	B	0.22%
CHX	C	0.22%
ALTR	B	0.22%
WTS	C	0.22%
EXPO	A	0.22%
KRG	C	0.22%
UGI	C	0.21%
THG	A	0.21%
DOCS	A	0.21%
OPCH	F	0.21%
KD	D	0.21%
SON	D	0.21%
XRAY	D	0.21%
TKR	B	0.21%
VVV	D	0.21%
COLB	C	0.21%
PVH	D	0.21%
ST	F	0.21%
HXL	F	0.2%
KNF	B	0.2%
ROIV	D	0.2%
RH	C	0.2%
AM	A	0.2%
VNT	F	0.2%
GBCI	B	0.2%
FIVE	D	0.2%
GTLS	D	0.2%
AMG	B	0.2%
GATX	F	0.19%
FFIN	D	0.19%
BDC	A	0.19%
AVT	B	0.19%
SLM	B	0.19%
JHG	A	0.19%
CELH	F	0.19%
HOMB	D	0.19%
UBSI	D	0.19%
BCO	C	0.19%
NXST	D	0.19%
WLK	C	0.19%
FNB	D	0.19%
CUZ	C	0.18%
DLB	D	0.18%
FLO	D	0.18%
HOG	D	0.18%
CPRI	C	0.18%
IRT	D	0.18%
AVNT	C	0.18%
AN	D	0.18%
NJR	C	0.18%
UMBF	C	0.18%
CADE	B	0.18%
GAP	F	0.18%
ASH	F	0.17%
EEFT	F	0.17%
RYN	C	0.17%
NEU	F	0.17%
SBRA	C	0.17%
LITE	A	0.17%
HWC	D	0.17%
WMG	D	0.17%
BYD	B	0.17%
SWX	C	0.17%
PII	D	0.17%
OZK	D	0.17%
ENS	B	0.16%
LOPE	D	0.16%
KRC	C	0.16%
ORA	C	0.16%
OGS	C	0.16%
ASGN	D	0.16%
SLGN	B	0.16%
M	D	0.16%
VLY	C	0.15%
SLAB	D	0.15%
SR	D	0.15%
MSM	D	0.15%
HAE	F	0.15%
TEX	F	0.14%
COTY	F	0.14%
MAN	D	0.14%
IRDM	C	0.14%
SMG	C	0.14%
VAL	F	0.14%
POWI	F	0.14%
CNO	B	0.14%
AMKR	F	0.14%
EPR	C	0.14%
ALGM	F	0.14%
KMPR	D	0.14%
PCH	C	0.13%
TCBI	B	0.13%
ASB	D	0.13%
NSA	D	0.13%
NEOG	F	0.13%
NVST	D	0.13%
BLKB	C	0.13%
YETI	C	0.13%
CDP	A	0.13%
NYCB	D	0.13%
LANC	F	0.13%
ZI	F	0.12%
CHH	A	0.12%
WU	D	0.12%
ALTM	D	0.12%
WEN	B	0.12%
PAG	D	0.12%
NSP	F	0.12%
PK	D	0.12%
SYNA	F	0.12%
PBF	F	0.12%
AMED	D	0.12%
TNL	B	0.12%
IBOC	D	0.12%
CXT	F	0.11%
GHC	A	0.11%
LIVN	C	0.11%
FHI	A	0.11%
TDC	D	0.11%
VAC	D	0.1%
COLM	B	0.1%
VC	F	0.1%
BHF	D	0.1%
JWN	D	0.09%
RCM	B	0.09%
GT	F	0.09%
CRI	D	0.09%
AZTA	F	0.09%
SAM	D	0.09%
ENOV	F	0.09%
HGV	F	0.09%
ARWR	F	0.09%
CNXC	F	0.09%
IPGP	D	0.08%
VSH	F	0.08%
PPC	C	0.07%
CAR	D	0.06%
UAA	B	0.06%
GEF	B	0.06%
UA	B	0.04%

XJH Underweight 105 Positions Relative to VUSE

Symbol	Grade	Weight
AMZN	C	-2.58%
ORCL	A	-2.29%
HD	A	-2.11%
WMT	A	-2.07%
MA	A	-2.05%
AAPL	C	-1.99%
V	B	-1.99%
MSFT	D	-1.94%
CVX	B	-1.93%
XOM	A	-1.92%
JNJ	D	-1.91%
KO	C	-1.89%
AVGO	B	-1.87%
JPM	C	-1.87%
MRK	F	-1.82%
BAC	B	-1.75%
NVDA	B	-1.66%
BKNG	B	-1.35%
CMG	C	-1.28%
PG	D	-1.27%
MSI	A	-1.27%
ECL	C	-1.26%
UBER	C	-1.26%
NFLX	A	-1.25%
AMAT	C	-1.25%
ABBV	C	-1.24%
SNPS	F	-1.17%
T	B	-1.09%
META	A	-1.05%
MCD	A	-1.03%
MAR	A	-1.03%
LLY	D	-1.03%
SHW	C	-0.99%
SBUX	B	-0.99%
ADP	A	-0.99%
GOOGL	B	-0.95%
TJX	D	-0.95%
MO	D	-0.94%
ADBE	F	-0.9%
KLAC	B	-0.9%
COST	C	-0.78%
CAT	A	-0.77%
ITW	C	-0.73%
ZTS	C	-0.73%
TMUS	A	-0.71%
FTNT	A	-0.71%
POWL	B	-0.7%
SYK	C	-0.7%
ERIE	A	-0.67%
WDAY	D	-0.65%
AMP	A	-0.65%
JXN	A	-0.65%
IDCC	A	-0.64%
CORT	B	-0.64%
AMR	F	-0.64%
PIPR	A	-0.63%
TDG	A	-0.61%
FICO	C	-0.61%
NOW	B	-0.6%
NKE	D	-0.6%
NRG	A	-0.59%
CTAS	C	-0.58%
IESC	A	-0.58%
RDDT	B	-0.55%
BOX	C	-0.55%
EPAC	A	-0.55%
DBRG	D	-0.53%
GWW	B	-0.52%
RMD	C	-0.52%
IT	A	-0.51%
FAST	C	-0.51%
MTD	C	-0.51%
PAYX	B	-0.5%
PLAB	D	-0.5%
PLMR	A	-0.49%
YELP	D	-0.49%
MSCI	B	-0.49%
DFIN	B	-0.48%
ODFL	F	-0.48%
SHO	B	-0.48%
EA	D	-0.47%
JKHY	A	-0.44%
A	B	-0.44%
ANET	A	-0.42%
VST	A	-0.42%
ON	F	-0.42%
CASH	C	-0.41%
ACLS	F	-0.4%
EOG	B	-0.4%
BSX	A	-0.39%
PLTR	A	-0.38%
OTTR	F	-0.35%
NSSC	F	-0.3%
HCC	C	-0.27%
CRWD	D	-0.27%
AOS	C	-0.25%
PANW	B	-0.24%
DOCU	A	-0.24%
BMI	A	-0.24%
TRIP	D	-0.23%
PINS	D	-0.23%
VRSK	D	-0.22%
CMCSA	B	-0.14%
ABNB	D	-0.14%
SPG	A	-0.13%