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VSGX vs SUSA

Vanguard ESG International Stock ETF vs iShares ESG Optimized MSCI USA ETF

VSGX

Vanguard ESG International Stock ETF

Vanguard

Annual cost

0.10%

Fund size

$6.3B

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

Key differences

  • VSGX costs 0.15% less per year.
  • VSGX covers global ex us markets; SUSA covers north america.
  • Over the last 3 years, SUSA has delivered higher annualized returns.
  • SUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VSGXSUSA
Annual cost (TER)0.10%0.25%
Fund size (AUM)$6.3B$3.8B
Since20182005
Dividend yield3.02%0.88%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.8%+26.3%
CAGR 3Y+18.5%+21.3%
CAGR 5Y+8.1%+11.9%
Sharpe 3Y0.951.13
Volatility 1Y16.25%12.47%
Max drawdown-33.09%-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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