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ESML vs ESGU

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

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

iShares

Annual cost

0.17%

Fund size

$2.3B

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

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

ESMLESGU
Annual cost (TER)0.17%0.15%
Fund size (AUM)$2.3B$16.6B
Since20182016
Dividend yield0.99%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.4%+28.9%
CAGR 3Y+17.5%+22.7%
CAGR 5Y+7.1%+12.9%
Sharpe 3Y0.741.19
Volatility 1Y16.76%12.31%
Max drawdown-41.97%-33.87%

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

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