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. Dow Inc
0.16% of assets
$12.67M invested
2. Procter & Gamble Co
1.58% of assets
$122M invested
3. JPMorgan Chase & Co
1.74% of assets
$134.09M invested
4. Wells Fargo & Co
0.65% of assets
$50.09M invested
5. Accenture PLC Class A
0.76% of assets
$58.37M invested
6. Bank of America Corp
0.88% of assets
$67.58M invested
7. Philip Morris International Inc
0.67% of assets
$51.25M invested
8. The Goldman Sachs Group Inc
0.5% of assets
$38.46M invested
9. Meta Platforms Inc Class A
2.3% of assets
$176.89M invested
10. AT&T Inc
0.54% of assets
$41.65M 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
2.54% of assets
$195.76M invested
2. Charter Communications Inc Class A
0.17% of assets
$12.88M invested
3. Charles Schwab Corp
0.34% of assets
$26.35M invested
4. Linde PLC
0.78% of assets
$60.18M invested
5. Advanced Micro Devices Inc
0.62% of assets
$47.65M invested
6. Costco Wholesale Corp
0.96% of assets
$73.84M invested
7. Broadcom Inc
1.12% of assets
$86.58M invested
8. Simon Property Group Inc
0.16% of assets
$12.22M invested
9. Booking Holdings Inc
0.45% of assets
$34.46M invested
10. Southern Co
0.34% of assets
$26.48M 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: 4/30/23

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

0.15% more 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: 4/30/23

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

0.15% more 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: 4/30/23

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

0.15% more 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: 4/30/23

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

3.31%

14%

12%

55 / 100 points

Benchmark

2.63%

14%

11%

12%

53 / 100 points

Fund compared to benchmark

0.68%

-0.25%

0.86%

0.15%

2 / 100 points higher

Find more financial data on OEF at Morningstar.com

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