iShares S&P 100 ETF

Fund offered by:

Ticker: OEF

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 72 out of 2,371 funds

See more funds from this group

All funds

Groups

Categories

Gender balance in leadership and workforce

24/40

See the score criteria

Equal compensation and work life balance

6/30

See the score criteria

Policies promoting gender equality

17/20

See the score criteria

Commitment, transparency, and accountability

1/10

See the score criteria

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

iShares S&P 100 ETF [OEF]

Basic

Expanded

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers and gun retailers

Prison industrial complex
Investments in prisons and borders industry

Military weapons
Investments in military arms manufacturers and services companies

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Top scoring holdings

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. Accenture PLC Class A
0.78% of assets
$57.25M invested
2. JPMorgan Chase & Co
1.55% of assets
$114.35M invested
3. Verizon Communications Inc
1.25% of assets
$91.86M invested
4. Citigroup Inc
0.54% of assets
$39.86M invested
5. Eli Lilly and Co
0.64% of assets
$46.81M invested
6. General Motors Co
0.19% of assets
$13.98M invested
7. Bank of America Corp
1.02% of assets
$75.28M invested
8. Merck & Co Inc
1.1% of assets
$80.62M invested
9. Bristol-Myers Squibb Company
0.72% of assets
$52.72M invested
10. BlackRock Inc
0.47% of assets
$34.33M 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
2.16% of assets
$158.77M invested
2. Charter Communications Inc A
0.47% of assets
$34.75M invested
3. Honeywell International Inc
0.59% of assets
$43.52M invested
4. Kinder Morgan Inc Class P
0.14% of assets
$10.07M invested
5. Thermo Fisher Scientific Inc
0.86% of assets
$63.46M invested
6. NextEra Energy Inc
0.7% of assets
$51.18M invested
7. Danaher Corp
0.66% of assets
$48.66M invested
8. DuPont de Nemours Inc
0.21% of assets
$15.27M invested
9. Schlumberger Ltd
0.13% of assets
$9.88M invested
10. Lockheed Martin Corp
0.49% of assets
$36.07M 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: 8/31/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.37% more in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

2 / 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: 8/31/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.37% more in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

2 / 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: 8/31/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.37% more in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

2 / 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: 8/31/20

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

29%

17%

16%

15%

48 / 100 points

Benchmark

22%

14%

15%

45 / 100 points

Fund compared to benchmark

7.07%

2.08%

1.38%

0.37%

3 / 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

Investing With Your Values Proves Resilient During Coronavirus Pandemic

Jun 23, 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.

Because It’s 2019

Aug 16, 2019

Canadian Prime Minister Justin Trudeau said it best when he was asked, upon announcing his half-women, half-men cabinet, why that was important to him. He simply responded, "Because it's 2015." Oh, Canada, I wish everyone felt that way. Now it's 2019, and, for the first time ever, there is no company in the S&P 500 that has an all-male board.

Why More Women Should Invest for Better

Jul 24, 2019

It was the hook that drew me into the arena of impact investing. I first heard about the concept of gender-lens investing from the innovative people at Criterion Institute 10 years ago. Immediately, I thought, "this is for me." From there, I became a donor and a cheerleader for Criterion Institute and their cause of creating a new investing viewfinder that would lift up women, and improve the world.