SUSA was created on 2005-01-24 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 3554.35m in AUM and 188 holdings. SUSA tracks an index of US companies with high environmental", social and governance (ESG) factor scores as calculated by MSCI.
SCHB was created on 2009-11-03 by Schwab. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 34106.67m in AUM and 2375 holdings. SCHB tracks a cap-weighted index of the largest 2",500 stocks in the US.
Key Details
Jan 24, 2005
Nov 03, 2009
Equity
Equity
Total Market
Total Market
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.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 86.10% | $103.50B | +46.08% | 0.54% |
BNT | 85.15% | $12.62B | +46.50% | 0.00% |
ITT | 84.46% | $12.41B | +25.16% | 0.84% |
JHG | 83.87% | $6.34B | +16.95% | 3.87% |
AXP | 83.80% | $222.07B | +33.32% | 0.95% |
PH | 83.57% | $90.33B | +38.97% | 0.94% |
KKR | 82.05% | $122.86B | +30.65% | 0.51% |
TROW | 81.93% | $21.97B | -12.87% | 5.02% |
GS | 81.60% | $213.95B | +47.47% | 1.71% |
EMR | 81.28% | $78.04B | +26.59% | 1.51% |
BX | 81.27% | $189.69B | +28.92% | 2.23% |
WAB | 81.18% | $36.24B | +34.69% | 0.42% |
EVR | 80.91% | $11.04B | +33.03% | 1.13% |
SEIC | 80.85% | $11.50B | +43.78% | 1.06% |
APO | 80.83% | $82.87B | +24.28% | 1.30% |
ARES | 80.79% | $38.25B | +29.92% | 2.33% |
MKSI | 80.75% | $7.01B | -22.60% | 0.84% |
BLK | 80.69% | $166.55B | +34.00% | 1.91% |
DOV | 80.52% | $25.83B | +7.59% | 1.09% |
ADI | 80.50% | $121.66B | +5.66% | 1.55% |
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VRCA | 0.06% | $79.72M | -89.21% | 0.00% |
STG | -0.30% | $31.09M | -22.74% | 0.00% |
VSTA | -0.33% | $332.04M | +38.00% | 0.00% |
EXC | -0.41% | $43.41B | +24.89% | 3.62% |
AEP | -0.44% | $55.53B | +18.55% | 3.53% |
LITB | 0.69% | $23.17M | -74.54% | 0.00% |
WTRG | -0.70% | $10.40B | -0.30% | 3.52% |
JNJ | 0.93% | $374.84B | +5.94% | 3.23% |
SO | 1.09% | $100.30B | +16.82% | 3.18% |
HUSA | -1.24% | $18.72M | -18.25% | 0.00% |
UUU | -1.37% | $8.42M | +150.90% | 0.00% |
AGL | 1.44% | $989.35M | -58.43% | 0.00% |
DUK | -1.58% | $90.40B | +15.23% | 3.60% |
DFDV | -1.74% | $298.06M | +2,070.86% | 0.00% |
ZCMD | -1.77% | $30.81M | +2.52% | 0.00% |
PPC | 1.92% | $10.85B | +36.15% | 0.00% |
LTM | -1.95% | $12.62B | -95.43% | 2.40% |
MO | -2.02% | $100.29B | +27.49% | 6.88% |
NEOG | 2.14% | $1.14B | -64.43% | 0.00% |
TEF | 2.14% | $29.46B | +22.82% | 6.25% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FMHI | 0.29% | $747.73M | 0.7% | |
FLMI | -0.57% | $735.98M | 0.3% | |
BNDX | 0.64% | $67.61B | 0.07% | |
SMMU | 0.88% | $891.96M | 0.35% | |
TOTL | 0.89% | $3.81B | 0.55% | |
JBND | 0.91% | $2.35B | 0.25% | |
DFNM | 1.11% | $1.58B | 0.17% | |
IBND | 1.19% | $410.99M | 0.5% | |
CTA | -1.27% | $1.06B | 0.76% | |
JPST | -1.31% | $31.92B | 0.18% | |
OWNS | -1.41% | $128.62M | 0.3% | |
USDU | 1.51% | $124.09M | 0.5% | |
STIP | -1.56% | $12.67B | 0.03% | |
BUXX | 1.59% | $312.37M | 0.25% | |
GOVI | 1.70% | $934.91M | 0.15% | |
YEAR | 1.76% | $1.47B | 0.25% | |
SGOV | -1.87% | $50.43B | 0.09% | |
NEAR | -1.92% | $3.32B | 0.25% | |
IGOV | -1.96% | $1.23B | 0.35% | |
SHM | 1.98% | $3.40B | 0.2% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ESGU | 99.22% | $13.87B | 0.15% | |
GSLC | 99.15% | $13.98B | 0.09% | |
ITOT | 99.09% | $71.88B | 0.03% | |
SPTM | 99.05% | $10.67B | 0.03% | |
IWB | 99.04% | $41.52B | 0.15% | |
SCHX | 99.01% | $56.63B | 0.03% | |
SCHB | 99.00% | $34.79B | 0.03% | |
DFAU | 98.99% | $8.67B | 0.12% | |
VOO | 98.96% | $694.25B | 0.03% | |
IVV | 98.96% | $633.55B | 0.03% | |
IWV | 98.96% | $16.08B | 0.2% | |
SCHK | 98.95% | $4.37B | 0.03% | |
SPLG | 98.95% | $75.15B | 0.02% | |
LRGF | 98.94% | $2.64B | 0.08% | |
LCTU | 98.94% | $1.29B | 0.14% | |
BBUS | 98.93% | $5.09B | 0.02% | |
ILCB | 98.93% | $1.07B | 0.03% | |
PBUS | 98.92% | $8.18B | 0.04% | |
DFUS | 98.91% | $15.74B | 0.09% | |
VTI | 98.89% | $506.22B | 0.03% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ITOT | 99.90% | $71.88B | 0.03% | |
IWB | 99.87% | $41.52B | 0.15% | |
IWV | 99.86% | $16.08B | 0.2% | |
SCHK | 99.85% | $4.37B | 0.03% | |
SPTM | 99.84% | $10.67B | 0.03% | |
DFUS | 99.84% | $15.74B | 0.09% | |
DFAU | 99.83% | $8.67B | 0.12% | |
VTI | 99.82% | $506.22B | 0.03% | |
BBUS | 99.80% | $5.09B | 0.02% | |
SCHX | 99.80% | $56.63B | 0.03% | |
IYY | 99.79% | $2.50B | 0.2% | |
VOO | 99.76% | $694.25B | 0.03% | |
ILCB | 99.76% | $1.07B | 0.03% | |
SPLG | 99.75% | $75.15B | 0.02% | |
PBUS | 99.75% | $8.18B | 0.04% | |
ESGU | 99.75% | $13.87B | 0.15% | |
VONE | 99.74% | $6.45B | 0.07% | |
IVV | 99.72% | $633.55B | 0.03% | |
GSLC | 99.69% | $13.98B | 0.09% | |
GSUS | 99.67% | $2.64B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -85.95% | $95.09M | 0.59% | |
VIXY | -79.95% | $185.99M | 0.85% | |
BTAL | -64.93% | $312.42M | 1.43% | |
IVOL | -43.20% | $342.02M | 1.02% | |
SPTS | -32.54% | $5.77B | 0.03% | |
XONE | -32.10% | $627.68M | 0.03% | |
FTSD | -31.15% | $233.04M | 0.25% | |
FXY | -29.35% | $812.67M | 0.4% | |
UTWO | -27.06% | $376.38M | 0.15% | |
SCHO | -26.44% | $11.00B | 0.03% | |
VGSH | -25.35% | $22.64B | 0.03% | |
XHLF | -22.68% | $1.73B | 0.03% | |
IBTG | -21.72% | $1.92B | 0.07% | |
IBTH | -21.45% | $1.61B | 0.07% | |
IBTI | -21.17% | $1.06B | 0.07% | |
BILS | -20.93% | $3.80B | 0.1356% | |
TBLL | -19.02% | $2.12B | 0.08% | |
IBTJ | -17.82% | $682.49M | 0.07% | |
SHYM | -16.56% | $355.63M | 0.35% | |
IEI | -16.08% | $15.58B | 0.15% |
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SCHB provides broad US equity exposure at a low 0.03% expense ratio. Learn more about SCHB ETF here and why I recommend it as a Buy.
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.67% | $95.09M | 0.59% | |
VIXY | -80.77% | $185.99M | 0.85% | |
BTAL | -67.06% | $312.42M | 1.43% | |
IVOL | -44.43% | $342.02M | 1.02% | |
SPTS | -34.44% | $5.77B | 0.03% | |
XONE | -33.61% | $627.68M | 0.03% | |
FTSD | -32.66% | $233.04M | 0.25% | |
FXY | -32.30% | $812.67M | 0.4% | |
UTWO | -29.41% | $376.38M | 0.15% | |
SCHO | -28.78% | $11.00B | 0.03% | |
VGSH | -28.20% | $22.64B | 0.03% | |
IBTG | -24.13% | $1.92B | 0.07% | |
IBTI | -23.90% | $1.06B | 0.07% | |
IBTH | -23.68% | $1.61B | 0.07% | |
XHLF | -23.20% | $1.73B | 0.03% | |
BILS | -22.18% | $3.80B | 0.1356% | |
IBTJ | -20.77% | $682.49M | 0.07% | |
IEI | -18.94% | $15.58B | 0.15% | |
SHYM | -18.52% | $355.63M | 0.35% | |
TBLL | -18.03% | $2.12B | 0.08% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -21.06% | $24.35B | +37.95% | 1.09% |
ED | -13.65% | $35.78B | +11.77% | 3.38% |
AWK | -11.95% | $27.50B | +7.88% | 2.23% |
K | -10.33% | $27.53B | +40.77% | 2.87% |
MKTX | -9.06% | $8.13B | +6.08% | 1.38% |
CME | -7.52% | $99.33B | +45.14% | 1.75% |
DG | -5.91% | $24.80B | -12.33% | 2.62% |
BCE | -4.60% | $22.04B | -24.19% | 10.28% |
KR | -4.58% | $46.11B | +34.48% | 1.84% |
ASPS | -3.93% | $129.76M | +30.25% | 0.00% |
VSA | -3.80% | $8.76M | -15.57% | 0.00% |
AMT | -2.95% | $103.32B | +12.63% | 3.03% |
TU | -2.80% | $25.24B | +7.19% | 6.97% |
MO | -2.02% | $100.29B | +27.49% | 6.88% |
LTM | -1.95% | $12.62B | -95.43% | 2.40% |
ZCMD | -1.77% | $30.81M | +2.52% | 0.00% |
DFDV | -1.74% | $298.06M | +2,070.86% | 0.00% |
DUK | -1.58% | $90.40B | +15.23% | 3.60% |
UUU | -1.37% | $8.42M | +150.90% | 0.00% |
HUSA | -1.24% | $18.72M | -18.25% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AGL | 0.39% | $989.35M | -58.43% | 0.00% |
DUK | 0.66% | $90.40B | +15.23% | 3.60% |
STG | -0.70% | $31.09M | -22.74% | 0.00% |
TU | -0.87% | $25.24B | +7.19% | 6.97% |
LITB | 0.92% | $23.17M | -74.54% | 0.00% |
MO | -1.00% | $100.29B | +27.49% | 6.88% |
VRCA | 1.17% | $79.72M | -89.21% | 0.00% |
ZCMD | -1.36% | $30.81M | +2.52% | 0.00% |
UUU | -1.60% | $8.42M | +150.90% | 0.00% |
EXC | 1.64% | $43.41B | +24.89% | 3.62% |
AMT | 1.67% | $103.32B | +12.63% | 3.03% |
WTRG | 1.76% | $10.40B | -0.30% | 3.52% |
VSTA | -2.02% | $332.04M | +38.00% | 0.00% |
DFDV | -2.22% | $298.06M | +2,070.86% | 0.00% |
ASPS | -2.34% | $129.76M | +30.25% | 0.00% |
LTM | -2.40% | $12.62B | -95.43% | 2.40% |
HUSA | -2.50% | $18.72M | -18.25% | 0.00% |
AEP | 2.56% | $55.53B | +18.55% | 3.53% |
IMDX | 2.65% | $83.22M | -2.68% | 0.00% |
IMNN | 2.71% | $14.82M | -45.57% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MLN | -0.05% | $514.61M | 0.24% | |
YEAR | -0.07% | $1.47B | 0.25% | |
IBMS | 0.17% | $89.52M | 0.18% | |
CTA | -0.27% | $1.06B | 0.76% | |
IBND | -0.51% | $410.99M | 0.5% | |
LMBS | 0.64% | $5.10B | 0.64% | |
BUXX | -0.86% | $312.37M | 0.25% | |
GOVI | -0.99% | $934.91M | 0.15% | |
NUBD | 1.12% | $397.11M | 0.16% | |
TLH | 1.31% | $11.35B | 0.15% | |
CGCB | 1.37% | $2.51B | 0.27% | |
WEAT | -1.44% | $124.20M | 0.28% | |
SHM | -1.48% | $3.40B | 0.2% | |
BNDX | -1.50% | $67.61B | 0.07% | |
DFNM | -1.54% | $1.58B | 0.17% | |
SUB | 1.70% | $9.92B | 0.07% | |
BNDW | 1.76% | $1.29B | 0.05% | |
JBND | -2.08% | $2.35B | 0.25% | |
FMB | 2.12% | $1.89B | 0.65% | |
FIXD | 2.16% | $3.41B | 0.65% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -18.35% | $24.35B | +37.95% | 1.09% |
ED | -10.61% | $35.78B | +11.77% | 3.38% |
AWK | -8.51% | $27.50B | +7.88% | 2.23% |
MKTX | -7.84% | $8.13B | +6.08% | 1.38% |
K | -7.29% | $27.53B | +40.77% | 2.87% |
CME | -5.68% | $99.33B | +45.14% | 1.75% |
VSA | -4.31% | $8.76M | -15.57% | 0.00% |
BCE | -3.95% | $22.04B | -24.19% | 10.28% |
DG | -3.85% | $24.80B | -12.33% | 2.62% |
KR | -3.73% | $46.11B | +34.48% | 1.84% |
HUSA | -2.50% | $18.72M | -18.25% | 0.00% |
LTM | -2.40% | $12.62B | -95.43% | 2.40% |
ASPS | -2.34% | $129.76M | +30.25% | 0.00% |
DFDV | -2.22% | $298.06M | +2,070.86% | 0.00% |
VSTA | -2.02% | $332.04M | +38.00% | 0.00% |
UUU | -1.60% | $8.42M | +150.90% | 0.00% |
ZCMD | -1.36% | $30.81M | +2.52% | 0.00% |
MO | -1.00% | $100.29B | +27.49% | 6.88% |
TU | -0.87% | $25.24B | +7.19% | 6.97% |
STG | -0.70% | $31.09M | -22.74% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 86.12% | $103.50B | +46.08% | 0.54% |
BNT | 84.84% | $12.62B | +46.50% | 0.00% |
ITT | 84.73% | $12.41B | +25.16% | 0.84% |
PH | 82.57% | $90.33B | +38.97% | 0.94% |
JHG | 82.24% | $6.34B | +16.95% | 3.87% |
AXP | 81.84% | $222.07B | +33.32% | 0.95% |
MKSI | 81.34% | $7.01B | -22.60% | 0.84% |
SEIC | 81.29% | $11.50B | +43.78% | 1.06% |
ADI | 80.97% | $121.66B | +5.66% | 1.55% |
EMR | 80.93% | $78.04B | +26.59% | 1.51% |
TROW | 80.83% | $21.97B | -12.87% | 5.02% |
KKR | 80.59% | $122.86B | +30.65% | 0.51% |
BX | 80.45% | $189.69B | +28.92% | 2.23% |
BLK | 80.43% | $166.55B | +34.00% | 1.91% |
TEL | 80.07% | $51.13B | +15.14% | 1.54% |
WAB | 80.05% | $36.24B | +34.69% | 0.42% |
DOV | 79.77% | $25.83B | +7.59% | 1.09% |
JCI | 79.50% | $69.42B | +57.13% | 1.39% |
GS | 79.19% | $213.95B | +47.47% | 1.71% |
ARES | 79.12% | $38.25B | +29.92% | 2.33% |
SUSA - iShares ESG Optimized MSCI USA ETF and SCHB - Schwab U.S. Broad Market ETF have a 185 holding overlap. Which accounts for a 47.9% overlap.
Number of overlapping holdings
185
% of overlapping holdings
47.85%
Name | Weight in SUSA | Weight in SCHB |
---|---|---|
7.45% | 6.43% | |
6.01% | 6.16% | |
4.51% | 5.22% | |
2.28% | 2.15% | |
2.02% | 1.39% | |
1.84% | 1.71% | |
1.55% | 1.37% | |
1.44% | 0.61% | |
1.34% | 1.01% | |
1.30% | 0.46% |
iShares ESG Optimized MSCI USA ETF - SUSA is made up of 187 holdings. Schwab U.S. Broad Market ETF - SCHB is made up of 2375 holdings.
Name | Weight |
---|---|
![]() | 7.45% |
![]() | 6.01% |
![]() | 4.51% |
![]() | 2.28% |
![]() | 2.02% |
![]() | 1.84% |
![]() | 1.55% |
1.44% | |
1.34% | |
1.30% | |
1.30% | |
1.28% | |
1.19% | |
1.18% | |
1.17% | |
![]() | 1.14% |
![]() | 1.13% |
1.11% | |
1.07% | |
1.03% | |
1.03% | |
![]() | 1.00% |
![]() | 0.98% |
0.96% | |
0.96% | |
0.95% | |
![]() | 0.93% |
0.93% | |
![]() | 0.91% |
0.90% |
Name | Weight |
---|---|
![]() | 6.43% |
![]() | 6.16% |
![]() | 5.22% |
![]() | 3.52% |
2.60% | |
![]() | 2.15% |
![]() | 1.71% |
1.46% | |
![]() | 1.39% |
![]() | 1.37% |
1.35% | |
1.02% | |
1.01% | |
![]() | 0.91% |
0.80% | |
0.76% | |
0.73% | |
0.72% | |
![]() | 0.63% |
0.63% | |
0.62% | |
0.61% | |
![]() | 0.55% |
0.53% | |
0.49% | |
0.47% | |
0.46% | |
0.46% | |
0.46% | |
0.45% |