Skip to content
Beacon

DSIiShares ESG MSCI KLD 400 ETF

Grow my money#238 of 2944 for Grow my money

Seeks to track the investment results of an index composed of U.S. companies with positive environmental, social and governance characteristics.

iShares · Since 2006 (19 years)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$4.6B

#412 out of 5,332 ETFs

Dividend Yield

1.00%

Track Record

19 years

#399 out of 5,332 ETFs

Performance

1 Year

+35.0%

3 Years

+22.6%

5 Years

+12.3%

What's inside

Asset class
Strategy
index tracking
Cap
large
Focus
ESG

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Technology
38.5%
Communication
12.1%
Financial Services
11.3%
Consumer Cyclical
8.7%
Industrials
8.5%
Healthcare
8.1%
Consumer Defensive
4.7%
Real Estate
2.8%
Other
5.4%

Top holdings

NVIDIA CorpNVDA14.1%
Microsoft CorpMSFT8.7%
Alphabet Inc Class AGOOGL5.6%
Alphabet Inc Class CGOOG4.7%
Tesla IncTSLA3.5%
Visa Inc Class AV1.7%
Mastercard Inc Class AMA1.4%
AbbVie IncABBV1.3%
Procter & Gamble CoPG1.1%
Caterpillar IncCAT1.1%

Risk profile

Volatility (1Y)

13.4%

Moderate

Max drawdown

-34.1%

Worst peak-to-trough loss

Sharpe (3Y)

1.14

Excellent risk-adjusted returns

Sortino (3Y)

1.69

Good downside protection

Similar ETFs

Data updated on 2026-05-05