ETF overview
This ETF aims to track the performance of the MSCI USA Low Carbon SRI Selection Index. This index focuses on large and mid-capitalization U.S. companies that exhibit robust environmental, social, and governance (ESG) profiles and a reduced carbon footprint compared to their industry peers. The index applies stringent exclusion criteria, omitting companies involved in controversial, civilian, or nuclear weapons, as well as tobacco. Furthermore, any entity with an MSCI ESG Rating of 'CCC' or that is unrated is screened out. Companies generating revenue from thermal coal, oil sands extraction, or military defense weaponry are also excluded. Finally, issuers with an MSCI ESG Impact Monitor score below 1, identified as "Red," are not included. The index composition undergoes a comprehensive review quarterly. For detailed information on the index's construction, selection criteria, and weighting methodology, please visit https://www.msci.com.
Fund facts
- Expense ratio
- 0.15%
- Fund assets
- 9.68B USD (all share classes)
- Issuer
- Xtrackers
- Inception date
- May 8, 2018
- Number of holdings
- 229
Breakdown
Holdings (229)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 12.48% |
| MICROSOFT | MSFT | 11.27% |
| ALPHABET CLASS A | GOOGL | 5.90% |
| ALPHABET CLASS C | GOOG | 4.64% |
| TESLA INC | TSLA | 3.69% |
| ELI LILLY | LLY | 3.57% |
| ADVANCED MICRO DEVICES | AMD | 3.26% |
| VISA CLASS A | V | 2.36% |
| JOHNSON & JOHNSON | JNJ | 2.17% |
| MASTERCARD CLASS A | MA | 1.78% |
| and 216 more | ||
Similar ETFs
- UBS MSCI USA Selection UCITS ETF Accum USDCSY2.DE · Overlap 81% · Expense ratio 0.10%
- Amundi MSCI USA ESG Selection Extra UCITS ETF DR - USD (D)LESU.DE · Overlap 75% · Expense ratio 0.15%
- Xtrackers MSCI World ESG UCITS ETF 2C EUR HedgedXZWE.MI · Overlap 74% · Expense ratio 0.25%
- BMO MSCI USA ESG Leaders Index ETFESGY.TO · Overlap 81% · Expense ratio 0.23%
- iShares ESG MSCI USA Leaders ETFSUSL · Overlap 81% · Expense ratio 0.10%
- Xtrackers MSCI USA Selection Equity ETFUSSG · Overlap 81% · Expense ratio 0.09%
- iShares ESG MSCI KLD 400 ETFDSI · Overlap 74% · Expense ratio 0.25%
- Amundi S&P 500 Screened UCITS ETF - Acc EUR HedgedS500H.PA · Overlap 62% · Expense ratio 0.28%
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
- 0.15%
- Fund assets
- 9.68B USD (all share classes)
- Issuer
- Xtrackers
- Inception date
- May 8, 2018
- Number of holdings
- 229
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 12.48% |
| MICROSOFT | MSFT | 11.27% |
| ALPHABET CLASS A | GOOGL | 5.90% |
| ALPHABET CLASS C | GOOG | 4.64% |
| TESLA INC | TSLA | 3.69% |
| ELI LILLY | LLY | 3.57% |
| ADVANCED MICRO DEVICES | AMD | 3.26% |
| VISA CLASS A | V | 2.36% |
| JOHNSON & JOHNSON | JNJ | 2.17% |
| MASTERCARD CLASS A | MA | 1.78% |
| and 216 more | ||
This ETF aims to track the performance of the MSCI USA Low Carbon SRI Selection Index. This index focuses on large and mid-capitalization U.S. companies that exhibit robust environmental, social, and governance (ESG) profiles and a reduced carbon footprint compared to their industry peers. The index applies stringent exclusion criteria, omitting companies involved in controversial, civilian, or nuclear weapons, as well as tobacco. Furthermore, any entity with an MSCI ESG Rating of 'CCC' or that is unrated is screened out. Companies generating revenue from thermal coal, oil sands extraction, or military defense weaponry are also excluded. Finally, issuers with an MSCI ESG Impact Monitor score below 1, identified as "Red," are not included. The index composition undergoes a comprehensive review quarterly. For detailed information on the index's construction, selection criteria, and weighting methodology, please visit https://www.msci.com.
- UBS MSCI USA Selection UCITS ETF Accum USDCSY2.DE · Overlap 81% · Expense ratio 0.10%
- Amundi MSCI USA ESG Selection Extra UCITS ETF DR - USD (D)LESU.DE · Overlap 75% · Expense ratio 0.15%
- Xtrackers MSCI World ESG UCITS ETF 2C EUR HedgedXZWE.MI · Overlap 74% · Expense ratio 0.25%
- BMO MSCI USA ESG Leaders Index ETFESGY.TO · Overlap 81% · Expense ratio 0.23%
- iShares ESG MSCI USA Leaders ETFSUSL · Overlap 81% · Expense ratio 0.10%
- Xtrackers MSCI USA Selection Equity ETFUSSG · Overlap 81% · Expense ratio 0.09%
- iShares ESG MSCI KLD 400 ETFDSI · Overlap 74% · Expense ratio 0.25%
- Amundi S&P 500 Screened UCITS ETF - Acc EUR HedgedS500H.PA · Overlap 62% · Expense ratio 0.28%
Overlap is the share of assets the two funds hold in common.
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