ESGU vs ITOT

iShares MSCI USA ESG Optimized ETF vs iShares Core S&P Total US Stock Market ETF

Quick take
  • ITOT has the lower expense ratio at 0.03% vs 0.15% for ESGU.
  • ITOT pays a higher dividend yield (1.00%).

Side-by-side metrics

MetricESGUITOT
Expense ratio
Annual fee. Lower is better.
0.15%0.03%
Dividend yield
Trailing 12-month yield.
0.94%1.00%
AUM
Assets under management — bigger funds are typically more liquid.
$17.75B$94.14B
YTD return
10.32%10.55%
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.
1.031.03
P/E ratio
27.1126.44
Last price
$164.99$165.08
Inception
Issuer
iSharesiShares

ESGU top holdings

Top holdings · ESGU
NVDANVIDIA Corp7.15%
AAPLApple Inc6.46%
MSFTMicrosoft Corp4.08%
GOOGAlphabet Inc Class C3.54%
AMZNAmazon.com Inc3.49%
AVGOBroadcom Inc2.64%
GOOGLAlphabet Inc Class A2.16%
MUMicron Technology Inc1.98%
TSLATesla Inc1.81%
METAMeta Platforms Inc Class A1.78%
Sector breakdown · ESGU
Real Estate2.0%
Consumer Cyclical9.0%
Basic Materials1.9%
Consumer Defensive4.3%
Technology38.6%
Communication Services9.2%
Financial Services11.6%
Utilities1.9%
Industrials8.7%
Energy3.3%
Healthcare9.5%

ITOT top holdings

Top holdings · ITOT
NVDANVIDIA Corp6.63%
AAPLApple Inc5.81%
MSFTMicrosoft Corp3.79%
AMZNAmazon.com Inc3.19%
GOOGLAlphabet Inc Class A2.86%
AVGOBroadcom Inc2.45%
GOOGAlphabet Inc Class C2.29%
MUMicron Technology Inc1.78%
METAMeta Platforms Inc Class A1.69%
TSLATesla Inc1.62%
Sector breakdown · ITOT
Real Estate2.3%
Consumer Cyclical9.5%
Basic Materials1.9%
Consumer Defensive4.3%
Technology36.4%
Communication Services9.1%
Financial Services11.9%
Utilities2.1%
Industrials9.9%
Energy3.1%
Healthcare9.5%

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 ITOT

ITOT (iShares Core S&P Total US Stock Market ETF) is Total US equity market exposure. Managed by iShares, the fund carries $94.1B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.00%. Its largest holding is NVIDIA Corp (NVDA), which represents 6.6% of the portfolio. Real Estate is the fund's largest sector exposure at 2.3%.