ETF comparison

DSIvsESGV

Both US Total Market.

iShares ESG MSCI KLD 400 ETF · Vanguard ESG U.S. Stock ETF

Holdings overlap

Weighted by ISIN/CUSIP
53.6%

328 positions appear in both funds. Buying equal dollars of DSI and ESGV would leave roughly53.6%of each dollar exposed to the same underlying securities.

DSI only 46.2%Shared 53.6%ESGV only 46.1%
In DSI only
72 positions
Shared
328 positions
In ESGV only
906 positions

Side by side

DSI

iShares ESG MSCI KLD 400 ETF

iShares · US Total Market

77composite / 100
Expense ratio
0.25%
Net assets
$5.51B
TTM yield
0.86%
Top-10 conc.
45.6%
ESGV

Vanguard ESG U.S. Stock ETF

Vanguard · US Total Market

87composite / 100
Expense ratio
0.090%
Net assets
$13.52B
TTM yield
0.86%
Top-10 conc.
42.6%

Sub-score comparison

75
Cost
91
89
Tax efficiency
89
89
Liquidity
100
49
Concentration
53
Tracking quality
DSIsub-scoreESGV

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

Cost difference

ESGV is 16 bps cheaper than DSI. On a $100,000 position that's about $160/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 ESGV.

Top shared holdings

328 shared in total
#HoldingIn DSIIn ESGVOverlap
1NVIDIA CORPORATION14.44%8.37%8.37%
2MICROSOFT CORPORATION8.58%5.66%5.66%
3ALPHABET INC.6.67%3.74%3.74%
4ALPHABET INC.5.54%3.02%3.02%
5TESLA, INC.3.21%2.08%2.08%
6ADVANCED MICRO DEVICES, INC.1.72%1.41%1.41%
7VISA INC.1.66%0.93%0.93%
8INTEL CORPORATION1.27%0.86%0.86%
9CISCO SYSTEMS, INC.1.08%0.81%0.81%
10LAM RESEARCH CORPORATION0.96%0.68%0.68%
11MASTERCARD INCORPORATED1.27%0.67%0.67%
12ABBVIE INC.1.11%0.65%0.65%

Only in DSI

72 total
  • CATERPILLAR INC.1.24%
  • INTERNATIONAL BUSINESS MACHINES CORPORATION0.64%
  • ANALOG DEVICES, INC.0.59%
  • EATON CORPORATION PUBLIC LIMITED COMPANY0.50%
  • UNION PACIFIC CORPORATION0.48%
  • BLACKROCK, INC.0.47%
  • PARKER-HANNIFIN CORPORATION0.34%
  • QUANTA SERVICES, INC.0.32%
  • CUMMINS INC.0.28%
  • CSX Corporation0.25%

Only in ESGV

906 total
  • Apple Inc7.62%
  • Amazon.com Inc4.40%
  • Broadcom Inc3.50%
  • Meta Platforms Inc2.34%
  • Micron Technology Inc1.84%
  • Eli Lilly & Co1.50%
  • JPMorgan Chase & Co1.29%
  • Costco Wholesale Corp0.72%
  • Netflix Inc0.62%
  • UnitedHealth Group Inc0.59%

Open DSI or ESGV 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.