iShares ESG Optimized MSCI USA ETF

iShares ESG Optimized MSCI USA ETF

About

iShares ESG Optimized MSCI USA ETF (US4642888022) is a US-listed equity ETF tracking the MSCI USA Extended ESG Select Index. With a expense ratio of 0.25%, it is moderately priced, paying distributions. The fund holds 197 positions across 1 region with 4.0B in assets, with heavy concentration — 100% in United States, 41% 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%) 9.6 Assets Under Management

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

Ticker SUSA
ISIN
Fund Size $4.0B
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Jan 2005
Base Currency USD
Index MSCI USA Extended ESG Select Index
Asset Class Equities
Category US Equity

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 +27.18%
3 Years +21.87%
5 Years +11.94%
10 Years +15.04%
YTD +10.67%
Since Inception +10.50%

Holdings

This fund invests into 197 individual investments.
#1
NVIDIA Corp
7.70%
#2
Apple Inc
6.42%
#3
Microsoft Corp
3.96%
#4
Alphabet Inc
3.51%
#5
Broadcom Inc
2.88%
#6
Alphabet Inc
2.68%
#7
Micron Technology Inc
1.90%
#8
Tesla Inc
1.74%
#9
Advanced Micro Devices Inc
1.50%
#10
Applied Materials Inc
1.40%
View all holdings (50)
# Holding Ticker Weight
1 NVIDIA Corp NVDA 769.69%
2 Apple Inc AAPL 642.14%
3 Microsoft Corp MSFT 395.51%
4 Alphabet Inc GOOG 351.12%
5 Broadcom Inc AVGO 287.62%
6 Alphabet Inc GOOGL 267.53%
7 Micron Technology Inc MU 190.13%
8 Tesla Inc TSLA 174.05%
9 Advanced Micro Devices Inc AMD 150.18%
10 Applied Materials Inc AMAT 139.81%
11 Morgan Stanley MS 136.59%
12 Eli Lilly & Co LLY 134.70%
13 Lam Research Corp LRCX 127.66%
14 Hartford Financial Services Group Inc/The HIG 127.53%
15 Home Depot Inc/The HD 110.40%
16 Bank of New York Mellon Corp/The BNY 101.32%
17 Intel Corp INTC 100.79%
18 Visa Inc V 97.71%
19 Ecolab Inc ECL 94.73%
20 Cummins Inc CMI 93.25%
21 Mastercard Inc MA 85.28%
22 Cisco Systems Inc CSCO 83.08%
23 Palo Alto Networks Inc PANW 82.56%
24 American Express Co AXP 77.44%
25 Equinix Inc EQIX 76.19%
26 Western Digital Corp WDC 76.09%
27 CRH PLC CRH 72.82%
28 Trane Technologies PLC TT 71.43%
29 Gilead Sciences Inc GILD 65.85%
30 Verizon Communications Inc VZ 63.59%
31 S&P Global Inc SPGI 63.48%
32 NiSource Inc NI 63.00%
33 International Business Machines Corp IBM 62.56%
34 General Electric Co GE 62.56%
35 Casey's General Stores Inc CASY 62.26%
36 Caterpillar Inc CAT 62.19%
37 Prudential Financial Inc PRU 61.74%
38 Lowe's Cos Inc LOW 60.89%
39 STERIS PLC STE 60.40%
40 Williams Cos Inc/The WMB 60.19%
41 Cheniere Energy Inc LNG 59.71%
42 WW Grainger Inc GWW 56.46%
43 Texas Instruments Inc TXN 56.30%
44 Procter & Gamble Co/The PG 56.26%
45 Marvell Technology Inc MRVL 55.62%
46 GE Vernova Inc GEV 55.38%
47 Costco Wholesale Corp COST 54.09%
48 ONEOK Inc OKE 54.01%
49 Kimberly-Clark Corp KMB 53.81%
50 Baker Hughes Co BKR 53.20%

Sectors

Allocation by industry sector.
 
Sector Weight
Technology 4054.00%
Financials 1148.00%
Industrials 986.00%
Health Care 854.00%
Communication Services 791.00%
Consumer Discretionary 681.00%
Consumer Staples 463.00%
Energy 331.00%
Real Estate 276.00%
Materials 257.00%
Utilities 140.00%
Unknown 19.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9981.00%
UNKNOWN 19.00%
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