ESGU vs EWA
iShares MSCI USA ESG Optimized ETF vs iShares MSCI Australia ETF
- • ESGU has the lower expense ratio at 0.15% vs 0.50% for EWA.
- • EWA pays a higher dividend yield (3.01%).
Side-by-side metrics
| Metric | ESGU | EWA |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.15% | 0.50% |
Dividend yield Trailing 12-month yield. | 0.94% | 3.01% |
AUM Assets under management — bigger funds are typically more liquid. | $17.75B | $1.45B |
YTD return | 10.32% | 8.89% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 1.03 | 0.98 |
P/E ratio | 27.11 | 20.84 |
Last price | $164.99 | $28.26 |
Inception | — | — |
Issuer | iShares | iShares |
ESGU top holdings
| NVDA | NVIDIA Corp | 7.15% |
| AAPL | Apple Inc | 6.46% |
| MSFT | Microsoft Corp | 4.08% |
| GOOG | Alphabet Inc Class C | 3.54% |
| AMZN | Amazon.com Inc | 3.49% |
| AVGO | Broadcom Inc | 2.64% |
| GOOGL | Alphabet Inc Class A | 2.16% |
| MU | Micron Technology Inc | 1.98% |
| TSLA | Tesla Inc | 1.81% |
| META | Meta Platforms Inc Class A | 1.78% |
EWA top holdings
| BHP.AX | BHP Group Ltd | 14.82% |
| CBA.AX | Commonwealth Bank of Australia | 13.52% |
| WBC.AX | Westpac Banking Corp | 5.91% |
| NAB.AX | National Australia Bank Ltd | 5.70% |
| ANZ.AX | ANZ Group Holdings Ltd | 5.23% |
| WES.AX | Wesfarmers Ltd | 5.04% |
| MQG.AX | Macquarie Group Ltd | 4.45% |
| RIO.AX | Rio Tinto Ltd | 3.15% |
| GMG.AX | Goodman Group | 3.05% |
| CSL.AX | CSL Ltd | 2.73% |
About ESGU
ESGU (iShares MSCI USA ESG Optimized ETF) is US large/mid-cap stocks with favorable ESG ratings. Managed by iShares, the fund carries $17.7B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.94%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.1% of the portfolio. Real Estate is the fund's largest sector exposure at 2.0%.
About EWA
EWA (iShares MSCI Australia ETF) is Australian large and mid-cap equities. Managed by iShares, the fund carries $1.5B in assets under management, an expense ratio of 0.50%, a dividend yield of 3.01%. Its largest holding is BHP Group Ltd (BHP.AX), which represents 14.8% of the portfolio. Real Estate is the fund's largest sector exposure at 5.1%.