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ESGU vs ESML

iShares ESG Aware MSCI USA ETF vs iShares ESG Aware MSCI USA Small-Cap ETF

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

iShares

Annual cost

0.17%

Fund size

$2.3B

Key differences

  • ESGU is significantly larger than ESML — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESGU has delivered higher annualized returns.

Side-by-side comparison

ESGUESML
Annual cost (TER)0.15%0.17%
Fund size (AUM)$16.6B$2.3B
Since20162018
Dividend yield0.97%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.6%+36.6%
CAGR 3Y+22.6%+18.0%
CAGR 5Y+13.3%+7.7%
Sharpe 3Y1.190.76
Volatility 1Y12.30%16.82%
Max drawdown-33.87%-41.97%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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