ETF comparison
DSI vs ESGU
Both US Total Market.
iShares ESG MSCI KLD 400 ETF · iShares ESG Aware MSCI USA ETF
Holdings overlap
195 positions appear in both funds. Buying equal dollars of DSI and ESGU would leave roughly 56.5% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
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
195 shared in total| # | Holding | In DSI | In ESGU | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 13.42% | 7.77% | 7.77% |
| 2 | MICROSOFT CORPORATION | 9.49% | 4.73% | 4.73% |
| 3 | ALPHABET INC. | 4.77% | 4.72% | 4.72% |
| 4 | TESLA, INC. | 2.54% | 1.85% | 1.85% |
| 5 | ADVANCED MICRO DEVICES, INC. | 2.25% | 1.33% | 1.33% |
| 6 | ALPHABET INC. | 6.00% | 1.33% | 1.33% |
| 7 | VISA INC. | 1.78% | 0.95% | 0.95% |
| 8 | INTEL CORPORATION | 1.15% | 0.85% | 0.85% |
| 9 | CISCO SYSTEMS, INC. | 1.33% | 0.75% | 0.75% |
| 10 | APPLIED MATERIALS, INC. | 1.17% | 0.72% | 0.72% |
| 11 | LAM RESEARCH CORPORATION | 1.06% | 0.71% | 0.71% |
| 12 | CATERPILLAR INC. | 1.10% | 0.69% | 0.69% |
Only in DSI
207 total- Chubb Limited 0.36%
- DELL TECHNOLOGIES INC. 0.35%
- MARATHON PETROLEUM CORPORATION 0.27%
- MARRIOTT INTERNATIONAL, INC. 0.24%
- ILLINOIS TOOL WORKS INC. 0.23%
- UNITED PARCEL SERVICE, INC. 0.22%
- NORFOLK SOUTHERN CORPORATION 0.22%
- SIMON PROPERTY GROUP, INC. 0.21%
- PACCAR INC 0.20%
- THE ALLSTATE CORPORATION 0.20%
Only in ESGU
92 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 COMPANY 1.33%
- JPMORGAN CHASE & CO. 1.17%
- EXXON MOBIL CORPORATION 0.69%
- THE GOLDMAN SACHS GROUP, INC. 0.66%
- BERKSHIRE HATHAWAY INC. 0.63%
Related comparisons
More comparisons with DSI
- DSI vs SUSA · iShares ESG Optimized MSCI USA ETF 54.5%
- DSI vs ESGV · Vanguard ESG U.S. Stock ETF 53.9%
- DSI vs SPY · State Street SPDR S&P 500 ETF Trust 53.5%
- DSI vs VOO · Vanguard S&P 500 ETF 53.1%
- DSI vs SPYM · State Street SPDR Portfolio S&P 500 ETF 53.1%
- DSI vs IVV · iShares Core S&P 500 ETF 53.0%
More comparisons with ESGU
- ESGU vs VUG · Vanguard Morningstar Growth ETF 56.4%
- ESGU vs IWF · iShares Russell 1000 Growth ETF 54.9%
- ESGU vs QQQ · Invesco QQQ Trust 51.2%
- ESGU vs IWD · iShares Russell 1000 Value ETF 48.9%
- ESGU vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 39.7%
- ESGU vs VTV · Vanguard Morningstar Value ETF 38.1%
Percentages are holdings overlap with the named fund.
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.