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SUSA vs ESML

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

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

iShares

Annual cost

0.17%

Fund size

$2.3B

Key differences

  • ESML costs 0.08% less per year.
  • 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

SUSAESML
Annual cost (TER)0.25%0.17%
Fund size (AUM)$3.8B$2.3B
Since20052018
Dividend yield0.88%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.3%+34.4%
CAGR 3Y+21.3%+17.5%
CAGR 5Y+11.9%+7.1%
Sharpe 3Y1.130.74
Volatility 1Y12.47%16.76%
Max drawdown-32.93%-41.97%

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

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