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SUSL vs LDEM

iShares ESG MSCI USA Leaders ETF vs iShares ESG MSCI EM Leaders ETF

SUSL

iShares ESG MSCI USA Leaders ETF

iShares

Annual cost

0.10%

Fund size

$1.1B

LDEM

iShares ESG MSCI EM Leaders ETF

iShares

Annual cost

0.16%

Fund size

$34M

Key differences

  • SUSL costs 0.06% less per year.
  • SUSL is significantly larger than LDEM — larger funds tend to be more liquid and less likely to close.
  • SUSL covers north america markets; LDEM covers emerging markets.
  • SUSL follows a active selection strategy; LDEM uses index tracking.
  • Over the last 3 years, SUSL has delivered higher annualized returns.

Side-by-side comparison

SUSLLDEM
Annual cost (TER)0.10%0.16%
Fund size (AUM)$1.1B$34M
Since20192020
Dividend yield0.97%3.06%
Asset classequityequity
Regionnorth americaemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+29.8%+21.8%
CAGR 3Y+23.6%+14.1%
CAGR 5Y+14.1%+2.7%
Sharpe 3Y1.200.65
Volatility 1Y13.10%17.58%
Max drawdown-34.26%-40.82%

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

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