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SUSL vs EGUS

iShares ESG MSCI USA Leaders ETF vs Ishares ESG Aware MSCI USA Growth ETF

SUSL

iShares ESG MSCI USA Leaders ETF

iShares

Annual cost

0.10%

Fund size

$1.1B

EGUS

Ishares ESG Aware MSCI USA Growth ETF

iShares

Annual cost

0.18%

Fund size

$26M

Key differences

  • SUSL costs 0.08% less per year.
  • SUSL is significantly larger than EGUS — larger funds tend to be more liquid and less likely to close.
  • SUSL follows a active selection strategy; EGUS uses index tracking.
  • Over the last 3 years, EGUS has delivered higher annualized returns.

Side-by-side comparison

SUSLEGUS
Annual cost (TER)0.10%0.18%
Fund size (AUM)$1.1B$26M
Since20192023
Dividend yield0.97%0.21%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.8%+32.8%
CAGR 3Y+23.6%+28.1%
CAGR 5Y+14.1%N/A
Sharpe 3Y1.201.20
Volatility 1Y13.10%16.43%
Max drawdown-34.26%-24.87%

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

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