The issuer of the Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) is committed to providing investors with an environmentally, socially, and governance (ESG) conscious investment option. This ETF employs a passive indexing approach to track the performance of the MSCI USA ESG Leaders Index, which includes large- and medium-capitalization companies in the U.S. market with high ESG performance relative to their peers. The Underlying Index uses MSCI ESG Ratings, MSCI ESG Controversies, and MSCI Business Involvement Screening Research to determine index components, ensuring that companies included have strong ESG profiles and responsible business practices. The issuer seeks to promote responsible investing by offering a transparent and accessible investment vehicle that aligns with ESG principles.
While the primary objective of the iShares ESG Aware MSCI USA ETF (USSG) is to track the performance of socially responsible U.S. companies, it also offers dividend distributions. USSG generally follows a quarterly distribution schedule, and the eligibility of companies for these dividends is subject to their individual dividend policies and financial performance. Investors interested in both sustainable investing and potential dividend income may consider USSG as a suitable choice for their portfolio.
The USSG ETF, following a passive investment approach, seeks to mirror the performance of the Underlying Index, which is a capitalization-weighted index designed to provide exposure to companies with high environmental, social, and governance (ESG) performance compared to their sector peers in the U.S. market. This index includes large- and medium-capitalization companies, with annual reviews taking place in May and rebalancing occurring in August, November, and February. Utilizing MSCI ESG Ratings, MSCI ESG Controversies, and MSCI Business Involvement Screening Research, the Underlying Index selects its components, with criteria such as ESG ratings, controversies scores, and restrictions on certain business activities. USSG employs a full replication indexing strategy to closely track the Underlying Index, investing directly in its component securities. However, in certain circumstances, a representative sampling indexing strategy may be employed. As of October 31, 2022, the Underlying Index comprised 277 securities, with a concentration in the information technology and health care sectors. The fund aims to invest at least 80% of its assets in U.S.-incorporated equity securities and may become non-diversified under specific conditions. Please note that the fund and securities are not sponsored or endorsed by MSCI. Additionally, USSG may use derivatives for performance alignment with its Underlying Index and engage in securities lending up to 33 1/3% of its total assets.
The correlation aspect of the iShares ESG Aware MSCI USA ETF (USSG) is essential to understanding its performance in relation to companies with high environmental, social, and governance (ESG) performance in the U.S. market. USSG seeks to track the MSCI USA ESG Leaders Index, which is composed of large- and medium-capitalization companies known for their strong ESG practices. This ETF is expected to have a positive correlation with ESG-oriented stocks, making it a valuable tool for socially responsible investors seeking exposure to sustainable companies. To explore the specific correlations and overlaps with other assets or sectors, investors can utilize the ETF Insider web app, which provides comprehensive data and visualization tools for a deeper analysis of USSG's performance within the ESG investment landscape.
The iShares ESG MSCI USA ETF (USSG) is primarily focused on the U.S. market and aims to track the performance of the MSCI USA ESG Leaders Index. This index is composed of large- and medium-capitalization companies in the U.S. that exhibit high environmental, social, and governance (ESG) performance relative to their sector peers. USSG uses MSCI ESG Ratings, MSCI ESG Controversies, and MSCI Business Involvement Screening Research to select index components, emphasizing companies with positive ESG characteristics and excluding those involved in controversial industries. As of the most recent data, the fund has significant exposure to the information technology and healthcare sectors, reflecting its commitment to socially responsible investing while maintaining diversification within the U.S. equity market.
The exposure characteristic of the Defiance Next Gen SPAC Derived ETF (DFEB) primarily revolves around investments in Flexible Exchange® Options (“FLEX Options”) linked to the price performance of the SPDR® S&P 500® ETF Trust (the “Underlying ETF”). FLEX Options are customized equity or index option contracts, providing investors with customization in contract terms. The Underlying ETF seeks to replicate the performance of the S&P 500® Index. DFEB uses FLEX Options to implement a target outcome strategy that aims to provide predetermined investment outcomes based on the performance of the Underlying ETF over specific time periods. To explore the detailed exposure, correlations, and more for DFEB, you can leverage the ETF Insider web app, which offers comprehensive data and visualization tools for all US ETFs.
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5 min readThe USSG ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the USSG ETF.
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