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KLMT vs ESGU

Invesco MSCI Global Climate 500 ETF vs iShares ESG Aware MSCI USA ETF

KLMT

Invesco MSCI Global Climate 500 ETF

Invesco

Annual cost

0.10%

Fund size

$1.5B

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

Key differences

  • ESGU is significantly larger than KLMT — larger funds tend to be more liquid and less likely to close.
  • ESGU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KLMTESGU
Annual cost (TER)0.10%0.15%
Fund size (AUM)$1.5B$16.6B
Since20242016
Dividend yield1.84%0.97%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+28.9%
CAGR 3YN/A+22.7%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.19
Volatility 1Y12.65%12.31%
Max drawdown-16.88%-33.87%

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

Similar to KLMT and ESGU