ETF comparison
DSIvsESGU
Both US Total Market.
iShares ESG MSCI KLD 400 ETF · iShares ESG Aware MSCI USA ETF
Holdings overlap
191 positions appear in both funds. Buying equal dollars of DSI and ESGU would leave roughly55.8%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with DSI vs ESGU.
Top shared holdings
191 shared in total| # | Holding | In DSI | In ESGU | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 14.44% | 7.77% | 7.77% |
| 2 | MICROSOFT CORPORATION | 8.58% | 4.73% | 4.73% |
| 3 | ALPHABET INC. | 5.54% | 4.72% | 4.72% |
| 4 | TESLA, INC. | 3.21% | 1.85% | 1.85% |
| 5 | ADVANCED MICRO DEVICES, INC. | 1.72% | 1.33% | 1.33% |
| 6 | ALPHABET INC. | 6.67% | 1.33% | 1.33% |
| 7 | VISA INC. | 1.66% | 0.95% | 0.95% |
| 8 | INTEL CORPORATION | 1.27% | 0.85% | 0.85% |
| 9 | CISCO SYSTEMS, INC. | 1.08% | 0.75% | 0.75% |
| 10 | APPLIED MATERIALS, INC. | 0.93% | 0.72% | 0.72% |
| 11 | LAM RESEARCH CORPORATION | 0.96% | 0.71% | 0.71% |
| 12 | CATERPILLAR INC. | 1.24% | 0.69% | 0.69% |
Only in DSI
209 total- Chubb Limited0.36%
- MARRIOTT INTERNATIONAL, INC.0.25%
- UNITED PARCEL SERVICE, INC.0.24%
- MARATHON PETROLEUM CORPORATION0.22%
- ILLINOIS TOOL WORKS INC.0.21%
- NORFOLK SOUTHERN CORPORATION0.21%
- HCA HEALTHCARE, INC.0.21%
- AIR PRODUCTS AND CHEMICALS, INC.0.20%
- SIMON PROPERTY GROUP, INC.0.20%
- DELL TECHNOLOGIES INC.0.20%
Only in ESGU
96 total- APPLE INC.6.83%
- AMAZON.COM, INC.3.82%
- BROADCOM INC.3.07%
- META PLATFORMS, INC.1.94%
- MICRON TECHNOLOGY, INC.1.66%
- ELI LILLY AND COMPANY1.33%
- JPMORGAN CHASE & CO.1.17%
- EXXON MOBIL CORPORATION0.69%
- THE GOLDMAN SACHS GROUP, INC.0.66%
- BERKSHIRE HATHAWAY INC.0.63%
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 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.