What is ESGU?
ESGU was created on 2016-12-01 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 12832.85m in AUM and 287 holdings. ESGU tracks an index composed of US companies that are selected and weighted for positive environmental", social and governance characteristics.
What is IWV?
IWV was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 14458.47m in AUM and 2661 holdings. IWV tracks a cap-weighted index that measures the investable US equities market", covering the entire market-cap spectrum", including micro-caps.
Key Details
Dec 01, 2016
May 22, 2000
Equity
Equity
Total Market
Total Market
Holdings
iShares Trust iShares ESG Aware MSCI USA ETF - ESGU is made up of 287 holdings. iShares Russell 3000 ETF - IWV is made up of 2667 holdings.
Name | Weight |
|---|---|
A AAPLApple, Inc. | 5.94% |
M MSFTMicrosoft Corp. | 5.76% |
N NVDANVIDIA Corp. | 5.58% |
A AMZNAmazon.com, Inc. | 3.64% |
G GOOGAlphabet, Inc. | 2.94% |
M METAMeta Platforms, Inc. | 2.37% |
A AVGOBroadcom Inc. | 1.61% |
T TSLATesla, Inc. | 1.5% |
L LLYEli Lilly & Co. | 1.34% |
1.32% | |
1.31% | |
1.16% | |
1.11% | |
0.99% | |
0.96% | |
0.91% | |
0.79% | |
N NFLXNetflix, Inc. | 0.78% |
A ABBVAbbVie, Inc. | 0.75% |
B BRK.BBerkshire Hathaway, Inc. | 0.66% |
C CRMSalesforce, Inc. | 0.63% |
0.62% | |
0.61% | |
0.59% | |
S SPGIS&P Global, Inc. | 0.58% |
0.57% | |
0.56% | |
G GOOGLAlphabet, Inc. | 0.56% |
0.56% | |
R RTXRTX Corp. | 0.53% |
Name | Weight |
|---|---|
A AAPLApple, Inc. | 5.69% |
M MSFTMicrosoft Corp. | 5.48% |
N NVDANVIDIA Corp. | 4.52% |
A AMZNAmazon.com, Inc. | 3.29% |
M METAMeta Platforms, Inc. | 2.27% |
B BRK.BBerkshire Hathaway, Inc. | 1.85% |
G GOOGLAlphabet, Inc. | 1.75% |
G GOOGAlphabet, Inc. | 1.47% |
A AVGOBroadcom Inc. | 1.38% |
T TSLATesla, Inc. | 1.36% |
L LLYEli Lilly & Co. | 1.21% |
1.21% | |
1.11% | |
0.99% | |
0.94% | |
0.83% | |
0.82% | |
0.79% | |
0.76% | |
N NFLXNetflix, Inc. | 0.75% |
W WMTWalmart, Inc. | 0.74% |
0.72% | |
A ABBVAbbVie, Inc. | 0.68% |
0.56% | |
C CVXChevron Corp. | 0.48% |
0.48% | |
0.47% | |
C CRMSalesforce, Inc. | 0.46% |
C CSCOCisco Systems, Inc. | 0.45% |
M MCDMcDonald's Corp. | 0.44% |
Stock Correlation
The stocks that are correlated to ESGU - iShares Trust iShares ESG Aware MSCI USA ETF are BN, ITT, JHG, BNT, PH
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 78.12% | $68.79B | +13.25% | 0.71% | |
I ITTITT, Inc. | 76.31% | $9.26B | -14.41% | 1.12% |
| 75.97% | $4.68B | -9.87% | 5.06% | |
| 75.94% | $9.16B | +12.20% | 0.00% | |
| 73.66% | $68.46B | -6.06% | 1.19% | |
| 73.33% | $4.25B | -50.96% | 1.39% | |
| 73.12% | $25.89B | -7.72% | 3.13% | |
A ANSSANSYS, Inc. | 72.97% | $24.91B | -17.41% | 0.00% |
A AMZNAmazon.com, Inc. | 72.82% | $1.86T | -5.36% | 0.00% |
F FLSFlowserve Corp. | 72.77% | $5.26B | -16.52% | 2.06% |
| 72.72% | $13.34B | -22.22% | 3.83% | |
| 72.63% | $3.09B | -17.28% | 0.48% | |
K KKRKKR & Co., Inc. | 72.44% | $86.64B | -4.04% | 0.71% |
E ENTGEntegris, Inc. | 72.40% | $10.11B | -51.18% | 0.58% |
| 72.16% | $144.68B | +13.39% | 2.47% | |
Q QCOMQUALCOMM, Inc. | 72.15% | $143.47B | -25.29% | 2.57% |
S SEICSEI Investments Co. | 71.99% | $8.61B | -3.92% | 1.38% |
A APHAmphenol Corp. | 71.83% | $73.80B | +4.44% | 0.97% |
F FTVFortive Corp. | 71.52% | $22.00B | -23.24% | 0.49% |
| 71.50% | $151.91B | -3.61% | 3.14% | |
The stocks that are correlated to IWV - iShares Russell 3000 ETF are BN, ITT, BNT, JHG, PH
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 79.75% | $68.79B | +13.25% | 0.71% | |
I ITTITT, Inc. | 77.76% | $9.26B | -14.41% | 1.12% |
| 77.61% | $9.16B | +12.20% | 0.00% | |
| 77.03% | $4.68B | -9.87% | 5.06% | |
| 75.27% | $68.46B | -6.06% | 1.19% | |
| 74.28% | $144.68B | +13.39% | 2.47% | |
F FLSFlowserve Corp. | 74.17% | $5.26B | -16.52% | 2.06% |
| 73.89% | $25.89B | -7.72% | 3.13% | |
| 73.78% | $13.34B | -22.22% | 3.83% | |
E EVREvercore, Inc. | 73.24% | $6.45B | -15.71% | 1.89% |
K KKRKKR & Co., Inc. | 73.23% | $86.64B | -4.04% | 0.71% |
| 73.20% | $3.09B | -17.28% | 0.48% | |
| 73.16% | $151.91B | -3.61% | 3.14% | |
F FTVFortive Corp. | 73.03% | $22.00B | -23.24% | 0.49% |
S SEICSEI Investments Co. | 72.76% | $8.61B | -3.92% | 1.38% |
| 72.75% | $64.10B | -3.19% | 1.61% | |
| 72.40% | $4.25B | -50.96% | 1.39% | |
| 72.35% | $8.69B | -5.20% | 3.29% | |
| 72.23% | $54.68B | -15.44% | 2.17% | |
| 72.11% | $18.15B | -30.53% | 6.01% | |
ETF Correlation
The ETFs that are correlated to ESGU - iShares Trust iShares ESG Aware MSCI USA ETF are SPY, BBUS, VOO, SPLG, IVV
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.82% | $521.76B | 0.0945% | ||
| 99.81% | $3.95B | 0.02% | ||
| 99.80% | $541.45B | 0.03% | ||
| 99.79% | $53.80B | 0.02% | ||
| 99.79% | $526.48B | 0.03% | ||
| 99.76% | $33.72B | 0.15% | ||
| 99.76% | $45.33B | 0.03% | ||
| 99.72% | $3.46B | 0.05% | ||
| 99.70% | $8.50B | 0.03% | ||
| 99.68% | $400.30B | 0.03% | ||
| 99.66% | $27.79B | 0.03% | ||
| 99.65% | $1.98B | 0.2% | ||
| 99.65% | $56.33B | 0.03% | ||
| 99.64% | $4.85B | 0.07% | ||
| 99.61% | $855.53M | 0.03% | ||
P PBUSInvesco MSCI USA ETF | 99.61% | $5.27B | 0.04% | |
| 99.59% | $12.11B | 0.09% | ||
| 99.59% | $13.10B | 0.2% | ||
| 99.58% | $2.23B | 0.07% | ||
| 99.55% | $11.30B | 0.09% | ||
The ETFs that are correlated to IWV - iShares Russell 3000 ETF are VTI, ITOT, SCHB, IWB, SPTM
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.82% | $400.30B | 0.03% | ||
| 99.79% | $56.33B | 0.03% | ||
| 99.77% | $27.79B | 0.03% | ||
| 99.73% | $33.72B | 0.15% | ||
| 99.67% | $8.50B | 0.03% | ||
| 99.67% | $6.52B | 0.12% | ||
| 99.64% | $3.46B | 0.05% | ||
| 99.63% | $12.11B | 0.09% | ||
| 99.62% | $1.98B | 0.2% | ||
| 99.61% | $3.95B | 0.02% | ||
| 99.59% | $45.33B | 0.03% | ||
| 99.59% | $11.52B | 0.15% | ||
| 99.57% | $541.45B | 0.03% | ||
| 99.57% | $4.85B | 0.07% | ||
| 99.57% | $521.76B | 0.0945% | ||
| 99.55% | $53.80B | 0.02% | ||
| 99.54% | $526.48B | 0.03% | ||
| 99.54% | $11.30B | 0.09% | ||
P PBUSInvesco MSCI USA ETF | 99.48% | $5.27B | 0.04% | |
| 99.47% | $855.53M | 0.03% | ||
Holding Overlap
ESGU - iShares Trust iShares ESG Aware MSCI USA ETF and IWV - iShares Russell 3000 ETF have a 282 holding overlap. Which accounts for a 68.3% overlap.
Number of overlapping holdings
282
% of overlapping holdings
68.32%
Name | Weight in ESGU | Weight in IWV |
|---|---|---|
| 5.94% | 5.69% | |
| 5.76% | 5.48% | |
| 5.58% | 4.52% | |
| 3.64% | 3.29% | |
| 2.94% | 1.47% | |
| 2.37% | 2.27% | |
| 1.61% | 1.38% | |
| 1.50% | 1.36% | |
| 1.34% | 1.21% | |
| 1.32% | 1.11% |
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IWVDisclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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