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SUSA vs ESGD

iShares ESG Optimized MSCI USA ETF vs iShares ESG Aware MSCI EAFE ETF

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • SUSA covers north america markets; ESGD covers global ex us.
  • Over the last 3 years, SUSA has delivered higher annualized returns.
  • SUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SUSAESGD
Annual cost (TER)0.25%0.20%
Fund size (AUM)$3.8B$11.3B
Since20052016
Dividend yield0.88%3.39%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+26.3%+21.5%
CAGR 3Y+21.3%+15.5%
CAGR 5Y+11.9%+8.5%
Sharpe 3Y1.130.79
Volatility 1Y12.47%15.31%
Max drawdown-32.93%-33.70%

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

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