ESGU vs FBTC
iShares MSCI USA ESG Optimized ETF vs Fidelity Wise Origin Bitcoin Fund
ESGU$159.29
iShares MSCI USA ESG Optimized ETF
US large/mid-cap stocks with favorable ESG ratings.
Expense: 0.15%Yield: 0.97%
FBTC$69.80
Fidelity Wise Origin Bitcoin Fund
Spot Bitcoin ETF from Fidelity.
Expense: 0.25%Yield: 0.00%
Quick take
- • ESGU has the lower expense ratio at 0.15% vs 0.25% for FBTC.
- • ESGU pays a higher dividend yield (0.97%).
Side-by-side metrics
| Metric | ESGU | FBTC |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.15% | 0.25% |
Dividend yield Trailing 12-month yield. | 0.97% | 0.00% |
AUM Assets under management — bigger funds are typically more liquid. | $16.58B | $14.17B |
YTD return | 7.59% | -6.97% |
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 | 0.00 |
P/E ratio | 27.35 | — |
Last price | $159.29 | $69.80 |
Inception | — | — |
Issuer | iShares | Fidelity |
ESGU top holdings
Top holdings · ESGU
| NVDA | NVIDIA Corp | 7.75% |
| AAPL | Apple Inc | 6.27% |
| GOOG | Alphabet Inc Class C | 5.05% |
| MSFT | Microsoft Corp | 4.52% |
| AMZN | Amazon.com Inc | 3.94% |
| AVGO | Broadcom Inc | 3.02% |
| META | Meta Platforms Inc Class A | 1.98% |
| TSLA | Tesla Inc | 1.71% |
| GOOGL | Alphabet Inc Class A | 1.42% |
| JPM | JPMorgan Chase & Co | 1.29% |
Sector breakdown · ESGU
Real Estate2.2%
Consumer Cyclical9.9%
Basic Materials1.8%
Consumer Defensive4.1%
Technology36.5%
Communication Services10.4%
Financial Services12.0%
Utilities2.1%
Industrials8.5%
Energy3.8%
Healthcare8.7%
FBTC top holdings
Holdings data unavailable for FBTC.
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 $16.6B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.97%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.7% of the portfolio. Real Estate is the fund's largest sector exposure at 2.2%.
About FBTC
FBTC (Fidelity Wise Origin Bitcoin Fund) is Spot Bitcoin ETF from Fidelity. Managed by Fidelity, the fund carries $14.2B in assets under management, an expense ratio of 0.25%.