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SUSL vs USXF

iShares ESG MSCI USA Leaders ETF vs iShares ESG Advanced MSCI USA ETF

SUSL

iShares ESG MSCI USA Leaders ETF

iShares

Annual cost

0.10%

Fund size

$1.1B

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • SUSL follows a active selection strategy; USXF uses index tracking.
  • Over the last 3 years, USXF has delivered higher annualized returns.

Side-by-side comparison

SUSLUSXF
Annual cost (TER)0.10%0.10%
Fund size (AUM)$1.1B$1.3B
Since20192020
Dividend yield0.97%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.8%+33.3%
CAGR 3Y+23.6%+27.2%
CAGR 5Y+14.1%+15.3%
Sharpe 3Y1.201.21
Volatility 1Y13.10%16.12%
Max drawdown-34.26%-29.54%

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

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