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SUSL vs ESGU

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

SUSL

iShares ESG MSCI USA Leaders ETF

iShares

Annual cost

0.10%

Fund size

$1.1B

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

Key differences

  • ESGU is significantly larger than SUSL — larger funds tend to be more liquid and less likely to close.
  • SUSL follows a active selection strategy; ESGU uses index tracking.

Side-by-side comparison

SUSLESGU
Annual cost (TER)0.10%0.15%
Fund size (AUM)$1.1B$16.6B
Since20192016
Dividend yield0.97%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.8%+28.9%
CAGR 3Y+23.6%+22.7%
CAGR 5Y+14.1%+12.9%
Sharpe 3Y1.201.19
Volatility 1Y13.10%12.31%
Max drawdown-34.26%-33.87%

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

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