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USCL vs NZAC

Ishares Climate Conscious & Transition MSCI USA ETF vs State Street SPDR MSCI ACWI Climate Paris Aligned ETF

USCL

Ishares Climate Conscious & Transition MSCI USA ETF

iShares

Annual cost

0.08%

Fund size

$2.5B

NZAC

State Street SPDR MSCI ACWI Climate Paris Aligned ETF

State Street Investment Management

Annual cost

0.12%

Fund size

$188M

Key differences

  • USCL is significantly larger than NZAC — larger funds tend to be more liquid and less likely to close.
  • NZAC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USCLNZAC
Annual cost (TER)0.08%0.12%
Fund size (AUM)$2.5B$188M
Since20232014
Dividend yield1.12%1.83%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.8%+24.7%
CAGR 3YN/A+19.3%
CAGR 5YN/A+10.2%
Sharpe 3YN/A1.02
Volatility 1Y12.23%12.95%
Max drawdown-18.99%-33.72%

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

Similar to USCL and NZAC