iShares S&P 100 ETF | Gender equality score

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Procter & Gamble Co
1.5% of assets
$119.62M invested
2. Dow Inc
0.17% of assets
$13.4M invested
3. JPMorgan Chase & Co
1.52% of assets
$120.73M invested
4. Wells Fargo & Co
0.75% of assets
$59.88M invested
5. Accenture PLC Class A
0.83% of assets
$66.04M invested
6. Philip Morris International Inc
0.67% of assets
$53.5M invested
7. The Goldman Sachs Group Inc
0.52% of assets
$41.3M invested
8. Meta Platforms Inc Class A
1.7% of assets
$135.06M invested
9. Mondelez International Inc Class A
0.39% of assets
$30.94M invested
10. Verizon Communications Inc
0.8% of assets
$63.46M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Berkshire Hathaway Inc Class B
2.3% of assets
$183.61M invested
2. Charter Communications Inc Class A
0.22% of assets
$17.24M invested
3. Simon Property Group Inc
0.15% of assets
$12.09M invested
4. Charles Schwab Corp
0.49% of assets
$38.69M invested
5. Linde PLC
0.64% of assets
$51.24M invested
6. Boeing Co
0.4% of assets
$32.23M invested
7. Tesla Inc
3.15% of assets
$250.77M invested
8. Costco Wholesale Corp
1.05% of assets
$83.64M invested
9. Broadcom Inc
0.92% of assets
$73.65M invested
10. The Kraft Heinz Co
0.12% of assets
$9.58M invested

Find sustainably-invested mutual funds and ETFs

Top-scoring funds

Search for funds from your 401(k), retirement plan, or personal portfolio

Financial performance

Performance data provided by

Find more financial data on OEF at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

OEF

iShares S&P 100 ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.17% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

OEF

iShares S&P 100 ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.17% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

OEF

iShares S&P 100 ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.17% less in annualized returns

Higher overall gender equality score

2 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 8/31/22

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
OEF - iShares S&P 100 ETF

-12.41%

13%

12%

13%

53 / 100 points

Benchmark

-11.25%

12%

13%

51 / 100 points

Fund compared to benchmark

-1.15%

0.88%

0.47%

-0.17%

2 / 100 points higher

Find more financial data on OEF at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Ask your employer about gender-lens investing in your retirement plan

Use our toolkit

Find socially responsible funds that invest in gender equality

Find top-scoring funds

Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

See climate risk

Recent blog posts

Shifting Capital in Favor of Women, Girls, and the Businesses and Communities They Empower

Dec 1, 2020

COVID-19 has resulted in a substantial decrease in women’s participation in the labor force (its lowest point in 30 years). It is now, more than ever, crucial to accelerate gender equality through the power of capital.

Grading Mutual Funds on Gender Pay Gap, Parental Leave, and More

Oct 8, 2020

Gender Equality Funds is excited to announce that our mutual fund grading system has evolved, and now incorporates company research covering two additional areas: equal compensation and work life balance, and commitment, transparency, and accountablity.

Investing With Your Values Proves Resilient During Coronavirus Pandemic

Jun 22, 2020

The COVID-19 crisis has forced entire countries into lockdown, induced widespread panic, triggered economic meltdown, and revealed our society’s profound vulnerability to systemic shocks. But rather than give in to a collective desire to “return to normal,” now is the time to redefine what “normal” is.