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USXF vs SUSA

iShares ESG Advanced MSCI USA ETF vs iShares ESG Optimized MSCI USA ETF

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

Key differences

  • USXF costs 0.15% less per year.
  • Over the last 3 years, USXF has delivered higher annualized returns.
  • SUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USXFSUSA
Annual cost (TER)0.10%0.25%
Fund size (AUM)$1.3B$3.8B
Since20202005
Dividend yield0.88%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.3%+26.3%
CAGR 3Y+27.2%+21.3%
CAGR 5Y+15.3%+11.9%
Sharpe 3Y1.211.13
Volatility 1Y16.12%12.47%
Max drawdown-29.54%-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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