ETF comparison

DSIvsSUSA

Both US Total Market.

iShares ESG MSCI KLD 400 ETF · iShares ESG Optimized MSCI USA ETF

Holdings overlap

Weighted by ISIN/CUSIP
52.1%

148 positions appear in both funds. Buying equal dollars of DSI and SUSA would leave roughly52.1%of each dollar exposed to the same underlying securities.

DSI only 47.8%Shared 52.1%SUSA only 47.8%
In DSI only
252 positions
Shared
148 positions
In SUSA only
22 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%
SUSA

iShares ESG Optimized MSCI USA ETF

iShares · US Total Market

79composite / 100
Expense ratio
0.25%
Net assets
$4.13B
TTM yield
0.84%
Top-10 conc.
33.6%

Sub-score comparison

75
Cost
75
89
Tax efficiency
89
89
Liquidity
83
49
Concentration
66
Tracking quality
DSIsub-scoreSUSA

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

Cost difference

Expense ratios are effectively identical (0.25% vs 0.25%).

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 SUSA.

Top shared holdings

148 shared in total
#HoldingIn DSIIn SUSAOverlap
1NVIDIA CORPORATION14.44%7.92%7.92%
2MICROSOFT CORPORATION8.58%4.35%4.35%
3ALPHABET INC.5.54%3.84%3.84%
4ALPHABET INC.6.67%3.01%3.01%
5TESLA, INC.3.21%1.63%1.63%
6ADVANCED MICRO DEVICES, INC.1.72%1.12%1.12%
7THE HOME DEPOT, INC.0.97%1.14%0.97%
8VISA INC.1.66%0.97%0.97%
9LAM RESEARCH CORPORATION0.96%1.03%0.96%
10INTEL CORPORATION1.27%0.96%0.96%
11APPLIED MATERIALS, INC.0.93%1.51%0.93%
12MASTERCARD INCORPORATED1.27%0.92%0.92%

Only in DSI

252 total
  • ABBVIE INC.1.11%
  • Pepsico, Inc.0.65%
  • MCDONALD'S CORPORATION0.62%
  • THE WALT DISNEY COMPANY0.55%
  • EATON CORPORATION PUBLIC LIMITED COMPANY0.50%
  • UNION PACIFIC CORPORATION0.48%
  • BLACKROCK, INC.0.47%
  • THE CHARLES SCHWAB CORPORATION0.46%
  • SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY0.44%
  • CORNING INCORPORATED0.40%

Only in SUSA

22 total
  • APPLE INC.5.35%
  • BROADCOM INC.3.07%
  • ELI LILLY AND COMPANY1.21%
  • CASEY'S GENERAL STORES, INC.0.77%
  • MICRON TECHNOLOGY, INC.0.63%
  • THE WILLIAMS COMPANIES, INC.0.58%
  • GE VERNOVA INC.0.57%
  • ARISTA NETWORKS, INC.0.52%
  • MercadoLibre, Inc.0.32%
  • ARCH CAPITAL GROUP LTD.0.19%

Open DSI or SUSA 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.