iShares S&P 100 ETF

Shareclass
iShares S&P 100 ETF (OEF)
Type
Exchange-traded fund
Gender equality score
Gender equality score

57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
94.9
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 132 out of 2,551 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
28/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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. Dow Inc
    0.12% of assets
    $15.51M invested
  • 2. Citigroup Inc
    0.36% of assets
    $49.1M invested
  • 3. Procter & Gamble Co
    1.23% of assets
    $166.15M invested
  • 4. Mastercard Inc Class A
    1.21% of assets
    $162.85M invested
  • 5. Bank of America Corp
    0.85% of assets
    $113.78M invested
  • 6. JPMorgan Chase & Co
    1.97% of assets
    $264.92M invested
  • 7. Wells Fargo & Co
    0.62% of assets
    $83.68M invested
  • 8. GE Aerospace
    0.58% of assets
    $78.47M invested
  • 9. Accenture PLC Class A
    0.66% of assets
    $88.25M invested
  • 10. Ford Motor Co
    0.13% of assets
    $18.02M invested
Bottom scoring holdings
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
    2.63% of assets
    $353.58M invested
  • 2. Charter Communications Inc Class A
    0.1% of assets
    $14.05M invested
  • 3. Costco Wholesale Corp
    1.21% of assets
    $162.42M invested
  • 4. Broadcom Inc
    2.16% of assets
    $291.07M invested
  • 5. Simon Property Group Inc
    0.17% of assets
    $22.38M invested
  • 6. Charles Schwab Corp
    0.3% of assets
    $39.83M invested
  • 7. Linde PLC
    0.7% of assets
    $94.36M invested
  • 8. NextEra Energy Inc
    0.5% of assets
    $67.92M invested
  • 9. Caterpillar Inc
    0.53% of assets
    $71.51M invested
  • 10. Qualcomm Inc
    0.6% of assets
    $80.45M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on OEF at Morningstar.com
Gender Equality and Returns
Returns chart for iShares S&P 100 ETF
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.79% more  in annualized returns
Higher overall gender equality score 
2 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.79% more  in annualized returns
Higher overall gender equality score 
2 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.79% more  in annualized returns
Higher overall gender equality score 
2 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
OEF - iShares S&P 100 ETF
30%
11%
18%
14%
57  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
27%
9.35%
16%
13%
55  / 100 points
Fund compared to benchmark
 
2.72%
1.36%
1.71%
0.79%
2  / 100 points higher
Find more financial data on OEF at Morningstar.com
What's next?
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