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SUSA vs USSG

iShares ESG Optimized MSCI USA ETF vs Xtrackers MSCI USA Selection Equity ETF

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

USSG

Xtrackers MSCI USA Selection Equity ETF

Xtrackers

Annual cost

0.09%

Fund size

$546M

Key differences

  • USSG costs 0.16% less per year.
  • SUSA is significantly larger than USSG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USSG has delivered higher annualized returns.
  • SUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SUSAUSSG
Annual cost (TER)0.25%0.09%
Fund size (AUM)$3.8B$546M
Since20052019
Dividend yield0.88%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.3%+29.7%
CAGR 3Y+21.3%+23.5%
CAGR 5Y+11.9%+14.2%
Sharpe 3Y1.131.19
Volatility 1Y12.47%13.24%
Max drawdown-32.93%-34.10%

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

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