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USXF vs ESGU

iShares ESG Advanced MSCI USA ETF vs iShares ESG Aware MSCI USA ETF

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

Key differences

  • ESGU is significantly larger than USXF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USXF has delivered higher annualized returns.

Side-by-side comparison

USXFESGU
Annual cost (TER)0.10%0.15%
Fund size (AUM)$1.3B$16.6B
Since20202016
Dividend yield0.88%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.3%+28.9%
CAGR 3Y+27.2%+22.7%
CAGR 5Y+15.3%+12.9%
Sharpe 3Y1.211.19
Volatility 1Y16.12%12.31%
Max drawdown-29.54%-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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