ETF comparison
DSI vs ESGU
Both US Total Market.
iShares ESG MSCI KLD 400 ETF · iShares ESG Aware MSCI USA ETF
Holdings overlap
190 positions appear in both funds. Buying equal dollars of DSI and ESGU would leave roughly 54.1% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
ESGU is 10 bps cheaper than DSI. On a $100,000 position that's about $100/yr more in fees for DSI.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DSI vs ESGU.
Top shared holdings
190 shared in total| # | Holding | In DSI | In ESGU | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 14.44% | 7.13% | 7.13% |
| 2 | ALPHABET INC. | 5.54% | 4.59% | 4.59% |
| 3 | MICROSOFT CORPORATION | 8.58% | 4.50% | 4.50% |
| 4 | TESLA, INC. | 3.21% | 1.90% | 1.90% |
| 5 | VISA INC. | 1.66% | 1.07% | 1.07% |
| 6 | ALPHABET INC. | 6.67% | 0.85% | 0.85% |
| 7 | THE HOME DEPOT, INC. | 0.97% | 0.79% | 0.79% |
| 8 | ABBVIE INC. | 1.11% | 0.79% | 0.79% |
| 9 | APPLIED MATERIALS, INC. | 0.93% | 0.76% | 0.76% |
| 10 | MASTERCARD INCORPORATED | 1.27% | 0.75% | 0.75% |
| 11 | CATERPILLAR INC. | 1.24% | 0.67% | 0.67% |
| 12 | THE PROCTER & GAMBLE COMPANY | 1.02% | 0.66% | 0.66% |
Only in DSI
210 total- CORNING INCORPORATED 0.40%
- Chubb Limited 0.36%
- MARRIOTT INTERNATIONAL, INC. 0.25%
- UNITED PARCEL SERVICE, INC. 0.24%
- Mondelez International, Inc. 0.24%
- HILTON WORLDWIDE HOLDINGS INC. 0.22%
- MARATHON PETROLEUM CORPORATION 0.22%
- ILLINOIS TOOL WORKS INC. 0.21%
- NORFOLK SOUTHERN CORPORATION 0.21%
- HCA HEALTHCARE, INC. 0.21%
Only in ESGU
89 total- APPLE INC. 6.33%
- AMAZON.COM, INC. 3.28%
- BROADCOM INC. 2.43%
- META PLATFORMS, INC. 2.15%
- ELI LILLY AND COMPANY 1.41%
- JPMORGAN CHASE & CO. 1.31%
- MICRON TECHNOLOGY, INC. 0.77%
- EXXON MOBIL CORPORATION 0.70%
- BERKSHIRE HATHAWAY INC. 0.68%
- COSTCO WHOLESALE CORPORATION 0.68%
Open DSI 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 methodology and 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.