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ESMLiShares ESG Aware MSCI USA Small-Cap ETF

Grow my money#286 of 2944 for Grow my money

Seeks to track the investment results of an optimized index designed to produce investment results comparable to a capitalization weighted index of small-cap U.S. companies with favorable ESG profiles.

iShares · Since 2018 (8 years)

Annual Cost

0.17%

#676 out of 5,332 ETFs

Fund Size

$2.1B

#635 out of 5,332 ETFs

Dividend Yield

1.08%

Track Record

8 years

#1758 out of 5,332 ETFs

Performance

1 Year

+39.3%

3 Years

+17.8%

5 Years

+6.3%

What's inside

Asset class
Strategy
index tracking
Cap
small
Focus
ESG

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Industrials
18.9%
Technology
15.9%
Financial Services
14.4%
Healthcare
13.4%
Consumer Cyclical
11.6%
Real Estate
6.5%
Energy
6.2%
Basic Materials
4.0%
Other
9.1%

Top holdings

SanDisk Corp Ordinary SharesSNDK1.5%
TechnipFMC PLCFTI0.6%
US Foods Holding CorpUSFD0.6%
Ovintiv IncOVV0.5%
Assurant IncAIZ0.4%
Janus Henderson Group PLCJHG0.4%
XPO IncXPO0.4%
Royal Gold IncRGLD0.4%
Akamai Technologies IncAKAM0.4%
Albemarle CorpALB0.4%

Risk profile

Volatility (1Y)

17.3%

Moderate

Max drawdown

-42.0%

Worst peak-to-trough loss

Sharpe (3Y)

0.75

Decent risk-adjusted returns

Sortino (3Y)

1.12

Good downside protection

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Data updated on 2026-05-05