ESGU vs VYM
iShares MSCI USA ESG Optimized ETF vs Vanguard High Dividend Yield ETF
- • VYM has the lower expense ratio at 0.04% vs 0.15% for ESGU.
- • VYM pays a higher dividend yield (2.24%).
Side-by-side metrics
| Metric | ESGU | VYM |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.15% | 0.04% |
Dividend yield Trailing 12-month yield. | 0.97% | 2.24% |
AUM Assets under management — bigger funds are typically more liquid. | $16.58B | $94.63B |
YTD return | 7.59% | 10.01% |
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 | 0.73 |
P/E ratio | 27.35 | 21.57 |
Last price | $159.29 | $155.16 |
Inception | — | — |
Issuer | iShares | Vanguard |
ESGU top holdings
| 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% |
VYM top holdings
| AVGO | Broadcom Inc | 6.28% |
| JPM | JPMorgan Chase & Co | 3.27% |
| XOM | Exxon Mobil Corp | 3.15% |
| JNJ | Johnson & Johnson | 2.58% |
| CVX | Chevron Corp | 1.70% |
| ABBV | AbbVie Inc | 1.69% |
| PG | Procter & Gamble Co | 1.49% |
| CAT | Caterpillar Inc | 1.44% |
| HD | The Home Depot Inc | 1.44% |
| CSCO | Cisco Systems Inc | 1.36% |
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 VYM
VYM (Vanguard High Dividend Yield ETF) is US large-caps with above-average dividend yields. Managed by Vanguard, the fund carries $94.6B in assets under management, an expense ratio of 0.04%, a dividend yield of 2.24%. Its largest holding is Broadcom Inc (AVGO), which represents 6.3% of the portfolio. Real Estate is the fund's largest sector exposure at 0.0%.