iShares S&P 100 ETF

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
1.54% of assets
$123.63M invested
2. Wells Fargo & Co
0.77% of assets
$62.03M invested
3. Accenture PLC Class A
0.82% of assets
$65.78M invested
4. General Motors Co
0.24% of assets
$19.56M invested
5. Dow Inc
0.22% of assets
$17.45M invested
6. Meta Platforms Inc Class A
1.94% of assets
$155.94M invested
7. JPMorgan Chase & Co
1.69% of assets
$136.29M invested
8. Verizon Communications Inc
0.93% of assets
$75.09M invested
9. American Express Co
0.45% of assets
$36.22M invested
10. Citigroup Inc
0.46% of assets
$37M 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
2.51% of assets
$201.82M invested
2. Charter Communications Inc Class A
0.26% of assets
$21.08M invested
3. Lowe's Companies Inc
0.57% of assets
$45.89M invested
4. American International Group Inc
0.21% of assets
$16.97M invested
5. Simon Property Group Inc
0.16% of assets
$13.11M invested
6. Charles Schwab Corp
0.46% of assets
$36.76M invested
7. Linde PLC
0.72% of assets
$58.04M invested
8. Boeing Co
0.31% of assets
$25.13M invested
9. Tesla Inc
2.75% of assets
$221.38M invested
10. Costco Wholesale Corp
0.9% of assets
$72.11M invested

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Financial performance

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Find more financial data on OEF at Morningstar.com

Gender Equality and Returns

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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

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OEF

iShares S&P 100 ETF

Family

BlackRock/iShares

Category

Large Blend

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IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Investment timeline

Performance as of: 5/31/22

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

0.12% less in annualized returns

Higher overall gender equality score

3 / 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: 5/31/22

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

0.12% less in annualized returns

Higher overall gender equality score

3 / 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: 5/31/22

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

0.12% less in annualized returns

Higher overall gender equality score

3 / 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: 5/31/22

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

-0.54%

17%

14%

53 / 100 points

Benchmark

-0.33%

16%

13%

14%

50 / 100 points

Fund compared to benchmark

-0.21%

0.79%

0.5%

-0.12%

3 / 100 points higher

Find more financial data on OEF at Morningstar.com

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