ESGU vs VAW

iShares MSCI USA ESG Optimized ETF vs Vanguard Materials ETF

Quick take
  • VAW has the lower expense ratio at 0.09% vs 0.15% for ESGU.
  • VAW pays a higher dividend yield (1.39%).

Side-by-side metrics

MetricESGUVAW
Expense ratio
Annual fee. Lower is better.
0.15%0.09%
Dividend yield
Trailing 12-month yield.
0.94%1.39%
AUM
Assets under management — bigger funds are typically more liquid.
$17.75B$4.49B
YTD return
10.32%8.48%
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.
1.030.91
P/E ratio
27.1124.08
Last price
$164.99$225.58
Inception
Issuer
iSharesVanguard

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%

VAW top holdings

Top holdings · VAW
LINLinde PLC14.78%
NEMNewmont Corp7.60%
FCXFreeport-McMoRan Inc6.05%
CRHCRH PLC4.67%
SHWSherwin-Williams Co4.58%
ECLEcolab Inc4.17%
APDAir Products and Chemicals Inc3.61%
NUENucor Corp3.56%
CTVACorteva Inc3.37%
VMCVulcan Materials Co2.37%
Sector breakdown · VAW
Consumer Cyclical8.3%
Basic Materials90.1%
Consumer Defensive0.0%
Industrials1.1%
Energy0.0%
Healthcare0.5%

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 VAW

VAW (Vanguard Materials ETF) is US materials sector stocks. Managed by Vanguard, the fund carries $4.5B in assets under management, an expense ratio of 0.09%, a dividend yield of 1.39%. Its largest holding is Linde PLC (LIN), which represents 14.8% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 8.3%.