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ESGV vs SUSA

Vanguard ESG U.S. Stock ETF vs iShares ESG Optimized MSCI USA ETF

ESGV

Vanguard ESG U.S. Stock ETF

Vanguard

Annual cost

0.09%

Fund size

$12.5B

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

Key differences

  • ESGV costs 0.16% less per year.
  • ESGV is significantly larger than SUSA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESGV has delivered higher annualized returns.
  • SUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ESGVSUSA
Annual cost (TER)0.09%0.25%
Fund size (AUM)$12.5B$3.8B
Since20182005
Dividend yield0.90%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.9%+26.3%
CAGR 3Y+23.1%+21.3%
CAGR 5Y+12.7%+11.9%
Sharpe 3Y1.151.13
Volatility 1Y13.48%12.47%
Max drawdown-33.66%-32.93%

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

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