iShares ESG MSCI KLD 400 ETF

iShares ESG MSCI KLD 400 ETF

About

iShares ESG MSCI KLD 400 ETF (US4642885705) is a US-listed equity ETF tracking the MSCI KLD 400 Social Index. With a expense ratio of 0.25%, it is moderately priced, paying distributions. The fund holds 407 positions across 1 region with 5.3B in assets, with heavy concentration — 100% in United States, 42% in Technology.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 8.4 Tracking Difference: 10.0 · TD Consistency: — · Expense Ratio: 4.6
Liquidity (25%) 9.9 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker DSI
ISIN
Fund Size $5.3B
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Nov 2006
Base Currency USD
Index MSCI KLD 400 Social Index
Asset Class Equities

Costs

8.4
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.25%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +30.15%
3 Years +23.08%
5 Years +13.38%
10 Years +15.42%
YTD +11.33%
Since Inception +10.82%

Holdings

This fund invests into 407 individual investments.
#1
NVIDIA Corp
14.04%
#2
Microsoft Corp
7.72%
#3
Alphabet Inc
6.18%
#4
Alphabet Inc
4.90%
#5
Tesla Inc
3.25%
#6
Advanced Micro Devices Inc
2.53%
#7
Intel Corp
1.70%
#8
Visa Inc
1.59%
#9
Applied Materials Inc
1.41%
#10
Lam Research Corp
1.40%
View all holdings (50)
# Holding Ticker Weight
1 NVIDIA Corp NVDA 1403.65%
2 Microsoft Corp MSFT 772.39%
3 Alphabet Inc GOOGL 618.36%
4 Alphabet Inc GOOG 490.18%
5 Tesla Inc TSLA 325.27%
6 Advanced Micro Devices Inc AMD 252.84%
7 Intel Corp INTC 169.89%
8 Visa Inc V 158.76%
9 Applied Materials Inc AMAT 141.34%
10 Lam Research Corp LRCX 140.21%
11 Cisco Systems Inc CSCO 136.26%
12 Caterpillar Inc CAT 132.37%
13 Mastercard Inc MA 115.74%
14 AbbVie Inc ABBV 110.51%
15 Procter & Gamble Co/The PG 100.96%
16 Home Depot Inc/The HD 96.08%
17 Oracle Corp ORCL 91.77%
18 Coca-Cola Co/The KO 88.75%
19 Texas Instruments Inc TXN 84.81%
20 Merck & Co Inc MRK 81.24%
21 Marvell Technology Inc MRVL 76.50%
22 Morgan Stanley MS 76.29%
23 Western Digital Corp WDC 74.60%
24 Linde PLC LIN 68.56%
25 Seagate Technology Holdings PLC STX 67.53%
26 Palo Alto Networks Inc PANW 67.42%
27 International Business Machines Corp IBM 67.41%
28 Analog Devices Inc ADI 61.27%
29 McDonald's Corp MCD 57.08%
30 PepsiCo Inc PEP 56.07%
31 Verizon Communications Inc VZ 54.69%
32 Walt Disney Co/The DIS 53.06%
33 Amgen Inc AMGN 52.57%
34 American Express Co AXP 51.79%
35 Eaton Corp PLC ETN 47.27%
36 Corning Inc GLW 44.74%
37 BlackRock Funding Inc/DE BLK 44.67%
38 Gilead Sciences Inc GILD 44.38%
39 Union Pacific Corp UNP 44.06%
40 Charles Schwab Corp/The SCHW 43.74%
41 Welltower Inc WELL 42.06%
42 Deere & Co DE 41.38%
43 Booking Holdings Inc BKNG 38.87%
44 Prologis Inc PLD 37.85%
45 S&P Global Inc SPGI 35.98%
46 Lowe's Cos Inc LOW 35.95%
47 Dell Technologies Inc DELL 35.63%
48 Salesforce Inc CRM 34.97%
49 Parker-Hannifin Corp PH 34.76%
50 Progressive Corp/The PGR 34.62%

Sectors

Allocation by industry sector.
 
Sector Weight
Technology 4196.00%
Communication Services 1254.00%
Financials 1033.00%
Industrials 896.00%
Consumer Discretionary 787.00%
Health Care 691.00%
Consumer Staples 406.00%
Real Estate 257.00%
Materials 235.00%
Energy 142.00%
Utilities 90.00%
Unknown 13.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9986.00%
UNKNOWN 14.00%
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