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USCL vs SUSA

Ishares Climate Conscious & Transition MSCI USA ETF vs iShares ESG Optimized MSCI USA ETF

USCL

Ishares Climate Conscious & Transition MSCI USA ETF

iShares

Annual cost

0.08%

Fund size

$2.5B

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

Key differences

  • USCL costs 0.17% less per year.
  • SUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USCLSUSA
Annual cost (TER)0.08%0.25%
Fund size (AUM)$2.5B$3.8B
Since20232005
Dividend yield1.12%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.8%+26.3%
CAGR 3YN/A+21.3%
CAGR 5YN/A+11.9%
Sharpe 3YN/A1.13
Volatility 1Y12.23%12.47%
Max drawdown-18.99%-32.93%

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

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