DSI
US Total MarketiShares ESG MSCI KLD 400 ETF
iShares · Tracks MSCI KLD 400 Social Index · Inception Nov 14, 2006
Trailing returns
through Oct 23, 2026- 1 year
- +13.4%
- 3 year
- +23.9%
- annualized
- 5 year
- +11.1%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.25% expense ratio.
Based on $5.47B in net assets.
Top-10 holdings represent 44.2% of net assets.
US Total Market base · ETF wrapper · 0.88% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through DSI, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare DSI's fee against another fund
Compounds the 0.25% expense ratio against a peer over decades.
Tool · Overlap
Compare DSI's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Total Market funds.
Tool · TLH
Find a tax-loss harvesting partner for DSI
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for DSI across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | NVIDIA CORPORATION | 13.42% |
| 2 | MICROSOFT CORPORATION | 9.49% |
| 3 | ALPHABET INC. | 6.00% |
| 4 | ALPHABET INC. | 4.77% |
| 5 | TESLA, INC. | 2.54% |
| 6 | ADVANCED MICRO DEVICES, INC. | 2.25% |
| 7 | VISA INC. | 1.78% |
| 8 | MASTERCARD INCORPORATED | 1.36% |
| 9 | CISCO SYSTEMS, INC. | 1.33% |
| 10 | ABBVIE INC. | 1.29% |
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Similar ETFs by holdings overlap
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