ETF overview
The iShares ESG Aware MSCI USA Small-Cap ETF endeavors to mirror the investment performance of a specially constructed index. This benchmark is engineered to achieve returns comparable to a typical market-capitalization-weighted index composed of smaller U.S. companies. However, it differentiates itself by prioritizing and allocating a greater share of its investments to those firms demonstrating robust environmental, social, and governance (ESG) practices, as evaluated by the index's creator.
Fund facts
- Expense ratio
- 0.17%
- Fund assets
- 2.73B USD (all share classes)
- Issuer
- iShares
- Inception date
- Apr 10, 2018
- Number of holdings
- 904
Breakdown
Holdings (904)
| Name | Ticker | Weight |
|---|---|---|
| MODERNA | MRNA | 1.30% |
| ASSURANT INC | AIZ | 0.66% |
| US FOODS HOLDING | USFD | 0.58% |
| OVINTIV | OVV | 0.48% |
| ONE GAS | OGS | 0.39% |
| DYNATRACE INC | DT | 0.39% |
| REVVITY | RVTY | 0.37% |
| EQUITABLE HOLDINGS | EQH | 0.36% |
| GUARDANT HEALTH | GH | 0.36% |
| ROYAL GOLD | RGLD | 0.35% |
| and 891 more | ||
Similar ETFs
- iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFCUSS.L · Overlap 76% · Expense ratio 0.43%
- iShares Morningstar Small-Cap ETFISCB · Overlap 66% · Expense ratio 0.04%
- iShares Russell 2500 ETFSMMD · Overlap 64% · Expense ratio 0.23%
- Dimensional - US Small Cap ETFDFAS · Overlap 58% · Expense ratio 0.31%
- Vanguard Morningstar Small-Cap ETFVB · Overlap 57% · Expense ratio 0.03%
- Schwab U.S. Mid-Cap ETFSCHM · Overlap 53% · Expense ratio 0.03%
- JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC · Overlap 52% · Expense ratio 0.07%
- Vanguard Extended Market ETFVXF · Overlap 51% · Expense ratio 0.05%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.17%
- Fund assets
- 2.73B USD (all share classes)
- Issuer
- iShares
- Inception date
- Apr 10, 2018
- Number of holdings
- 904
| Name | Ticker | Weight |
|---|---|---|
| MODERNA | MRNA | 1.30% |
| ASSURANT INC | AIZ | 0.66% |
| US FOODS HOLDING | USFD | 0.58% |
| OVINTIV | OVV | 0.48% |
| ONE GAS | OGS | 0.39% |
| DYNATRACE INC | DT | 0.39% |
| REVVITY | RVTY | 0.37% |
| EQUITABLE HOLDINGS | EQH | 0.36% |
| GUARDANT HEALTH | GH | 0.36% |
| ROYAL GOLD | RGLD | 0.35% |
| and 891 more | ||
The iShares ESG Aware MSCI USA Small-Cap ETF endeavors to mirror the investment performance of a specially constructed index. This benchmark is engineered to achieve returns comparable to a typical market-capitalization-weighted index composed of smaller U.S. companies. However, it differentiates itself by prioritizing and allocating a greater share of its investments to those firms demonstrating robust environmental, social, and governance (ESG) practices, as evaluated by the index's creator.
- iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFCUSS.L · Overlap 76% · Expense ratio 0.43%
- iShares Morningstar Small-Cap ETFISCB · Overlap 66% · Expense ratio 0.04%
- iShares Russell 2500 ETFSMMD · Overlap 64% · Expense ratio 0.23%
- Dimensional - US Small Cap ETFDFAS · Overlap 58% · Expense ratio 0.31%
- Vanguard Morningstar Small-Cap ETFVB · Overlap 57% · Expense ratio 0.03%
- Schwab U.S. Mid-Cap ETFSCHM · Overlap 53% · Expense ratio 0.03%
- JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC · Overlap 52% · Expense ratio 0.07%
- Vanguard Extended Market ETFVXF · Overlap 51% · Expense ratio 0.05%
Overlap is the share of assets the two funds hold in common.
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