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SUSA vs ESGV
iShares ESG Optimized MSCI USA ETF vs Vanguard ESG U.S. Stock ETF
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
| SUSA | ESGV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.09% |
| Fund size (AUM) | $3.8B | $12.5B |
| Since | 2005 | 2018 |
| Dividend yield | 0.88% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.3% | +28.9% |
| CAGR 3Y | +21.3% | +23.1% |
| CAGR 5Y | +11.9% | +12.7% |
| Sharpe 3Y | 1.13 | 1.15 |
| Volatility 1Y | 12.47% | 13.48% |
| Max drawdown | -32.93% | -33.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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