VS

Correlation: 99.8%

What is IWB?

IWB was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 33573.74m in AUM and 1006 holdings. IWB tracks a market-cap-weighted index of the 1000-largest US companies.

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 11221.15m 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.

Key Details

IWB
ESGU
Website
www.ishares.com
www.ishares.com
Inception Date

May 15, 2000

Dec 01, 2016

Asset Class

Equity

Equity

Investment Segment

Large Cap

Total Market

AUM
$35.97B
$11.87B
Dividend Yield
0.99%
1.01%
Expense Ratio
0.15%
0.15%
Return 1Y
2.66%
1.95%

Holdings

iShares Russell 1000 ETF - IWB is made up of 1010 holdings. iShares Trust iShares ESG Aware MSCI USA ETF - ESGU is made up of 287 holdings.

Name
Weight
A
AAPLApple, Inc.

6.03%

M
MSFTMicrosoft Corp.

5.57%

N
NVDANVIDIA Corp.

4.79%

A
AMZNAmazon.com, Inc.

3.33%

M
METAMeta Platforms, Inc.

2.23%

B
BRK.BBerkshire Hathaway, Inc.

1.95%

G
GOOGLAlphabet, Inc.

1.82%

A
AVGOBroadcom Inc.

1.59%

G
GOOGAlphabet, Inc.

1.53%

L
LLYEli Lilly & Co.

1.37%

J
JPMJPMorgan Chase & Co.

1.35%

T
TSLATesla, Inc.

1.35%

V
VVisa, Inc.

1.16%

X
XOMExxon Mobil Corp.

0.98%

N
NFLXNetflix, Inc.

0.92%

C
COSTCostco Wholesale Corp.

0.89%

M
MAMastercard, Inc.

0.87%

W
WMTWalmart, Inc.

0.84%

P
PGProcter & Gamble Co.

0.82%

U
UNHUnitedHealth Group, Inc.

0.81%

J
JNJJohnson & Johnson

0.79%

H
HDThe Home Depot, Inc.

0.73%

A
ABBVAbbVie, Inc.

0.63%

K
KOThe Coca-Cola Co.

0.59%

P
PMPhilip Morris International, Inc.

0.53%

B
BACBank of America Corp.

0.52%

A
ABTAbbott Laboratories

0.47%

M
MCDMcDonald's Corp.

0.47%

C
CVXChevron Corp.

0.46%

I
IBMInternational Business Machines Corp.

0.46%

Name
Weight
A
AAPLApple, Inc.

6.32%

M
MSFTMicrosoft Corp.

5.63%

N
NVDANVIDIA Corp.

5.35%

A
AMZNAmazon.com, Inc.

3.47%

G
GOOGAlphabet, Inc.

2.91%

M
METAMeta Platforms, Inc.

2.18%

A
AVGOBroadcom Inc.

1.62%

L
LLYEli Lilly & Co.

1.48%

T
TSLATesla, Inc.

1.45%

J
JPMJPMorgan Chase & Co.

1.34%

V
VVisa, Inc.

1.32%

M
MAMastercard, Inc.

1.19%

P
PGProcter & Gamble Co.

1.13%

C
COSTCostco Wholesale Corp.

0.99%

H
HDThe Home Depot, Inc.

0.91%

N
NFLXNetflix, Inc.

0.89%

K
KOThe Coca-Cola Co.

0.83%

U
UNHUnitedHealth Group, Inc.

0.75%

A
ABBVAbbVie, Inc.

0.69%

B
BRK.BBerkshire Hathaway, Inc.

0.66%

J
JNJJohnson & Johnson

0.64%

A
ADPAutomatic Data Processing, Inc.

0.61%

I
IBMInternational Business Machines Corp.

0.59%

C
CRMSalesforce, Inc.

0.59%

B
BACBank of America Corp.

0.58%

S
SPGIS&P Global, Inc.

0.58%

G
GOOGLAlphabet, Inc.

0.55%

T
TXNTexas Instruments Incorporated

0.55%

G
GILDGilead Sciences, Inc.

0.55%

X
XOMExxon Mobil Corp.

0.54%

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Stock Correlation

The stocks that are correlated to IWB - iShares Russell 1000 ETF are BN, JHG, BNT, ITT, PH

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
82.89%$71.96B+21.23%0.68%
J
JHGJanus Henderson Group Plc
81.31%$4.66B-5.28%5.25%
B
BNTBrookfield Wealth Solutions Ltd.
81.13%$9.66B+20.99%0.00%
I
ITTITT, Inc.
80.05%$10.15B-0.28%1.03%
P
PHParker-Hannifin Corp.
79.80%$70.47B+1.40%1.19%
E
ENTGEntegris, Inc.
79.59%$10.22B-45.57%0.60%
M
MKSIMKS Instruments, Inc.
79.03%$4.07B-45.01%1.46%
A
ARESAres Management Corp.
78.94%$28.46B+3.84%2.86%
A
AEISAdvanced Energy Industries, Inc.
78.68%$3.25B-5.48%0.47%
T
TROWT. Rowe Price Group, Inc.
78.48%$18.57B-25.07%5.93%
F
FLSFlowserve Corp.
78.46%$5.33B-12.08%2.07%
S
SEICSEI Investments Co.
78.38%$8.76B+4.06%1.35%
A
APOApollo Global Management, Inc.
77.96%$68.25B+8.16%1.52%
B
BXBlackstone, Inc.
77.75%$145.83B-1.53%3.24%
K
KKRKKR & Co., Inc.
77.61%$87.00B+3.68%0.71%
G
GSThe Goldman Sachs Group, Inc.
77.52%$155.82B+20.13%2.33%
A
ADIAnalog Devices, Inc.
77.49%$86.79B-6.08%2.18%
A
AMZNAmazon.com, Inc.
77.48%$1.78T-5.59%0.00%
A
AXPAmerican Express Co.
77.09%$170.03B+4.08%1.20%
B
BLKBlackRock, Inc.
77.06%$132.39B+12.35%2.39%

The stocks that are correlated to ESGU - iShares Trust iShares ESG Aware MSCI USA ETF are BN, JHG, BNT, ENTG, ITT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
82.69%$71.96B+21.23%0.68%
J
JHGJanus Henderson Group Plc
80.99%$4.66B-5.28%5.25%
B
BNTBrookfield Wealth Solutions Ltd.
80.90%$9.66B+20.99%0.00%
E
ENTGEntegris, Inc.
79.66%$10.22B-45.57%0.60%
I
ITTITT, Inc.
79.45%$10.15B-0.28%1.03%
M
MKSIMKS Instruments, Inc.
79.30%$4.07B-45.01%1.46%
P
PHParker-Hannifin Corp.
79.12%$70.47B+1.40%1.19%
A
AEISAdvanced Energy Industries, Inc.
78.50%$3.25B-5.48%0.47%
S
SEICSEI Investments Co.
78.16%$8.76B+4.06%1.35%
A
ARESAres Management Corp.
78.12%$28.46B+3.84%2.86%
F
FLSFlowserve Corp.
77.98%$5.33B-12.08%2.07%
T
TROWT. Rowe Price Group, Inc.
77.98%$18.57B-25.07%5.93%
A
ADIAnalog Devices, Inc.
77.43%$86.79B-6.08%2.18%
A
AMZNAmazon.com, Inc.
77.40%$1.78T-5.59%0.00%
A
ANSSANSYS, Inc.
77.27%$26.11B-8.27%0.00%
B
BXBlackstone, Inc.
77.17%$145.83B-1.53%3.24%
K
KKRKKR & Co., Inc.
77.13%$87.00B+3.68%0.71%
A
APOApollo Global Management, Inc.
76.92%$68.25B+8.16%1.52%
B
BLKBlackRock, Inc.
76.69%$132.39B+12.35%2.39%
G
GSThe Goldman Sachs Group, Inc.
76.67%$155.82B+20.13%2.33%

ETF Correlation

The ETFs that are correlated to IWB - iShares Russell 1000 ETF are BBUS, SCHK, ITOT, SCHX, SPLG

Name
Correlation
AUM
Expense Ratio
B
BBUSTraded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF
99.89%$4.08B0.02%
S
SCHKSchwab 1000 Index ETF
99.89%$3.70B0.05%
I
ITOTiShares Core S&P Total U.S. Stock Market ETF
99.88%$60.82B0.03%
S
SCHXSchwab U.S. Large Cap ETF
99.86%$47.58B0.03%
S
SPLGSPDR Portfolio S&P 500 ETF
99.86%$57.99B0.02%
S
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF
99.85%$8.97B0.03%
S
SCHBSchwab U.S. Broad Market ETF
99.85%$29.16B0.03%
I
IVViShares Core S&P 500 ETF
99.84%$535.45B0.03%
I
IYYiShares Dow Jones U.S. ETF
99.84%$2.07B0.2%
V
VOOVanguard S&P 500 ETF
99.84%$571.64B0.03%
D
DFUSDimensional U.S. Equity Market ETF
99.83%$12.75B0.09%
E
ESGUiShares Trust iShares ESG Aware MSCI USA ETF
99.82%$11.87B0.15%
V
VTIVanguard Total Stock Market ETF
99.81%$418.98B0.03%
I
IWViShares Russell 3000 ETF
99.81%$13.71B0.2%
V
VONEVanguard Russell 1000 Index ETF
99.81%$5.29B0.07%
I
ILCBiShares Morningstar U.S. Equity ETF
99.81%$888.39M0.03%
P
PBUSInvesco MSCI USA ETF
99.78%$5.59B0.04%
G
GSUSGoldman Sachs MarketBeta U.S. Equity ETF
99.76%$2.33B0.07%
D
DFAUDimensional US Core Equity Market ETF
99.74%$6.89B0.12%
V
VVVanguard Large Cap ETF
99.73%$36.12B0.04%

The ETFs that are correlated to ESGU - iShares Trust iShares ESG Aware MSCI USA ETF are BBUS, VOO, SPLG, IVV, IWB

Name
Correlation
AUM
Expense Ratio
B
BBUSTraded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF
99.87%$4.08B0.02%
V
VOOVanguard S&P 500 ETF
99.85%$571.64B0.03%
S
SPLGSPDR Portfolio S&P 500 ETF
99.85%$57.99B0.02%
I
IVViShares Core S&P 500 ETF
99.85%$535.45B0.03%
I
IWBiShares Russell 1000 ETF
99.82%$35.97B0.15%
S
SCHXSchwab U.S. Large Cap ETF
99.80%$47.58B0.03%
S
SCHKSchwab 1000 Index ETF
99.80%$3.70B0.05%
S
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF
99.78%$8.97B0.03%
I
ITOTiShares Core S&P Total U.S. Stock Market ETF
99.74%$60.82B0.03%
S
SCHBSchwab U.S. Broad Market ETF
99.74%$29.16B0.03%
I
ILCBiShares Morningstar U.S. Equity ETF
99.73%$888.39M0.03%
V
VTIVanguard Total Stock Market ETF
99.73%$418.98B0.03%
P
PBUSInvesco MSCI USA ETF
99.72%$5.59B0.04%
V
VONEVanguard Russell 1000 Index ETF
99.72%$5.29B0.07%
I
IYYiShares Dow Jones U.S. ETF
99.72%$2.07B0.2%
S
SPYSPDR S&P 500 ETF Trust
99.72%$553.73B0.0945%
G
GSUSGoldman Sachs MarketBeta U.S. Equity ETF
99.71%$2.33B0.07%
I
IWViShares Russell 3000 ETF
99.70%$13.71B0.2%
D
DFUSDimensional U.S. Equity Market ETF
99.68%$12.75B0.09%
G
GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF
99.67%$11.81B0.09%

Holding Overlap

IWB - iShares Russell 1000 ETF and ESGU - iShares Trust iShares ESG Aware MSCI USA ETF have a 282 holding overlap. Which accounts for a 70.8% overlap.

Number of overlapping holdings

282

% of overlapping holdings

70.77%

Name
Weight in IWB
Weight in ESGU
A
AAPLApple Inc
6.03%6.32%
M
MSFTMicrosoft Corporation
5.57%5.63%
N
NVDANVIDIA Corp
4.79%5.35%
A
AMZNAmazon.com Inc.
3.33%3.47%
M
METAMeta Platforms Inc - Ordinary Shares - Class A
2.23%2.18%
B
BRK.BBerkshire Hathaway Inc. - Ordinary Shares - Class B
1.95%0.66%
G
GOOGLAlphabet Inc - Ordinary Shares - Class A
1.82%0.55%
A
AVGOBroadcom Inc
1.59%1.62%
G
GOOGAlphabet Inc - Ordinary Shares - Class C
1.53%2.91%
L
LLYLilly(Eli) & Co
1.37%1.48%

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