ETF comparison

BBUSvsESGU

Both US Total Market.

JPMorgan BetaBuilders U.S. Equity ETF · iShares ESG Aware MSCI USA ETF

Holdings overlap

Weighted by ISIN/CUSIP
77.5%

274 positions appear in both funds. Buying equal dollars of BBUS and ESGU would leave roughly77.5%of each dollar exposed to the same underlying securities.

BBUS only 22.5%Shared 77.5%ESGU only 22.3%
In BBUS only
220 positions
Shared
274 positions
In ESGU only
13 positions

Side by side

BBUS

JPMorgan BetaBuilders U.S. Equity ETF

JPMorgan · US Total Market

90composite / 100
Expense ratio
0.020%
Net assets
$9.19B
TTM yield
1.00%
Top-10 conc.
38.2%
ESGU

iShares ESG Aware MSCI USA ETF

iShares · US Total Market

86composite / 100
Expense ratio
0.15%
Net assets
$18.15B
TTM yield
0.92%
Top-10 conc.
37.7%

Sub-score comparison

98
Cost
85
89
Tax efficiency
89
98
Liquidity
100
60
Concentration
60
Tracking quality
BBUSsub-scoreESGU

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

BBUS is 13 bps cheaper than ESGU. On a $100,000 position that's about $130/yr more in fees for ESGU.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with BBUS vs ESGU.

Top shared holdings

274 shared in total
#HoldingIn BBUSIn ESGUOverlap
1NVIDIA Corp.7.53%7.77%7.53%
2Apple, Inc.6.41%6.83%6.41%
3Microsoft Corp.4.88%4.73%4.73%
4Amazon.com, Inc.4.19%3.82%3.82%
5Alphabet, Inc.3.11%4.72%3.11%
6Broadcom, Inc.3.13%3.07%3.07%
7Meta Platforms, Inc.2.16%1.94%1.94%
8Tesla, Inc.1.73%1.85%1.73%
9Alphabet, Inc.3.61%1.33%1.33%
10Eli Lilly & Co.1.20%1.33%1.20%
11JPMorgan Chase & Co.1.36%1.17%1.17%
12Micron Technology, Inc.0.94%1.66%0.94%

Only in BBUS

220 total
  • Walmart, Inc.0.91%
  • JPMorgan U.S. Government Money Market Fund0.48%
  • Philip Morris International, Inc.0.41%
  • Boeing Co. (The)0.29%
  • Vertiv Holdings Co.0.20%
  • Altria Group, Inc.0.20%
  • Chubb Ltd.0.19%
  • Southern Co. (The)0.17%
  • Medtronic plc0.17%
  • Lockheed Martin Corp.0.16%

Only in ESGU

13 total
  • CASEY'S GENERAL STORES, INC.0.28%
  • CIENA CORPORATION0.17%
  • CBOE GLOBAL MARKETS, INC.0.13%
  • LUMENTUM HOLDINGS INC.0.13%
  • Bunge Global SA0.11%
  • WILLIAMS-SONOMA, INC.0.10%
  • C.H. ROBINSON WORLDWIDE, INC.0.10%
  • HORMEL FOODS CORPORATION0.09%
  • RIVIAN AUTOMOTIVE, INC.0.09%
  • DECKERS OUTDOOR CORPORATION0.09%

Open BBUS or ESGU at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.