DSI: iShares MSCI KLD 400 Social Index Fund
About
DSI was created on 2006-11-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 4722.39m in AUM and 405 holdings. DSI tracks a market-cap-weighted index of 400 US companies deemed to have positive environmental", social and governance characteristics by MSCI.
Current Value
$113.231 Year Return
Current Value
$113.231 Year Return
Key Details
Assets Under Management
$4.89B
Div Yield %
0.99%
P/E Ratio
27.58
Net Asset Value
$113.31
Expense Ratio
0.25%
1Y ETF Return
0.32%
Strategies that include DSI
Stock's related to DSI
Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| APH | 72.41% | $88.30B | +62.59% | 0.97% |
| MCHP | 71.27% | $35.72B | -19.34% | 2.73% |
| TER | 68.88% | $17.19B | +14.15% | 0.45% |
| ADI | 67.02% | $106.23B | +17.13% | 1.70% |
| NXPI | 66.89% | $57.08B | +12.52% | 1.79% |
| ACLS | 66.64% | $2.38B | -42.81% | 0.00% |
| MPWR | 65.71% | $27.93B | +4.83% | 0.83% |
| ADSK | 65.17% | $67.81B | +55.64% | 0.00% |
| AMKR | 65.08% | $6.50B | -4.98% | 1.19% |
| RMBS | 64.55% | $5.81B | -19.29% | 0.00% |
| PWR | 63.26% | $50.19B | +84.98% | 0.10% |
| ALGM | 62.76% | $3.82B | -26.47% | 0.00% |
| STM | 62.53% | $21.92B | -45.80% | 1.23% |
| COHR | 57.46% | $16.35B | +193.50% | 0.00% |
| GIB.A | 57.37% | $25.24B | +10.40% | 0.10% |
| LITE | 56.59% | $5.88B | +96.53% | 0.00% |
| GOOG | 56.04% | $2.07T | +20.87% | 0.24% |
| GOOGL | 55.72% | $2.05T | +21.04% | 0.24% |
| BSY | 55.03% | $14.44B | -8.26% | 0.48% |
| INTC | 54.09% | $105.41B | -44.03% | 1.53% |
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| DOGZ | -<0.01% | $567.92M | +1,322.65% | 0.00% |
| PPC | 0.03% | $12.39B | +100.88% | 0.00% |
| SMMT | 0.04% | $13.58B | +844.62% | 0.00% |
| TCTM | 0.13% | $7.57M | -41.30% | 0.00% |
| ASPS | -0.15% | $20.33M | -82.43% | 0.00% |
| FATBB | 0.29% | $75.27M | -12.35% | 12.73% |
| CTMX | 0.30% | $67.81M | -32.83% | 0.00% |
| UUU | -0.30% | $4.98M | -18.37% | 0.00% |
| NHTC | -0.38% | $64.47M | +3.99% | 13.82% |
| BCAN | -0.50% | $72.74M | -99.75% | 0.00% |
| JNJ | 0.52% | $374.38B | +3.10% | 2.36% |
| UNH | -0.54% | $549.86B | +9.88% | 1.34% |
| CME | -0.68% | $81.64B | +7.34% | 2.00% |
| ZCMD | -0.73% | $2.67M | -88.95% | 0.00% |
| EDSA | 0.75% | $6.85M | -33.28% | 0.00% |
| IFRX | 1.08% | $121.30M | +44.06% | 0.00% |
| VIRT | 1.13% | $3.25B | +113.85% | 2.55% |
| PG | 1.20% | $406.83B | +14.39% | 2.27% |
| VSTA | 1.36% | $203.32M | -37.79% | 0.00% |
| BNED | -1.67% | $270.40M | -91.94% | 0.00% |
Inversely Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| HUSA | -20.72% | $18.58M | -19.77% | 0.00% |
| CBOE | -19.11% | $22.09B | +17.17% | 1.08% |
| GIS | -15.58% | $35.60B | -1.16% | 3.70% |
| CPB | -13.75% | $13.23B | +8.54% | 3.29% |
| K | -13.35% | $27.93B | +52.93% | 2.77% |
| QTTB | -10.73% | $329.37M | +172.64% | 0.00% |
| PRPO | -10.32% | $8.89M | -14.59% | 0.00% |
| LMT | -9.76% | $128.48B | +20.34% | 2.32% |
| HE | -8.48% | $1.81B | -17.32% | 0.00% |
| MCK | -8.09% | $79.75B | +37.34% | 0.41% |
| MNR | -8.02% | $1.70B | -6.89% | 15.55% |
| NOC | -5.20% | $72.32B | +5.29% | 1.58% |
| NEUE | -5.11% | $41.96M | -33.09% | 0.00% |
| IMNN | -5.04% | $10.05M | -22.14% | 0.00% |
| LTM | -4.48% | $8.37B | -100.00% | <0.01% |
| T | -3.54% | $164.89B | +42.12% | 4.83% |
| QXO | -3.39% | $6.81B | -33.42% | 0.00% |
| CHD | -3.37% | $27.50B | +19.29% | 1.01% |
| HUM | -2.84% | $35.61B | -42.65% | 1.19% |
| STG | -2.84% | $35.47M | +5.43% | 0.00% |
ETF's related to DSI
Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| SUSL | 98.97% | $1.00B | 0.1% |
| USSG | 98.91% | $964.30M | 0.09% |
| ESGV | 97.99% | $9.99B | 0.09% |
| ESGU | 97.94% | $13.96B | 0.15% |
| EFIV | 97.91% | $1.61B | 0.1% |
| SPY | 97.83% | $621.43B | 0.0945% |
| VOO | 97.81% | $573.83B | 0.03% |
| IVV | 97.80% | $558.99B | 0.03% |
| SNPE | 97.79% | $1.65B | 0.1% |
| BBUS | 97.76% | $4.21B | 0.02% |
| SPLG | 97.76% | $51.94B | 0.02% |
| PBUS | 97.73% | $5.92B | 0.04% |
| GSUS | 97.71% | $2.59B | 0.07% |
| SCHX | 97.70% | $51.77B | 0.03% |
| BKLC | 97.62% | $3.04B | 0% |
| IWL | 97.60% | $1.64B | 0.15% |
| PTLC | 97.56% | $3.31B | 0.6% |
| SCHK | 97.56% | $3.98B | 0.05% |
| VV | 97.56% | $39.28B | 0.04% |
| SPYX | 97.55% | $2.06B | 0.2% |
Uncorrelated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| XONE | 0.17% | $550.61M | 0.03% |
| TBIL | 0.74% | $4.39B | 0.15% |
| IBTE | -0.79% | $1.67B | 0.07% |
| EQLS | 0.97% | $8.88M | 1% |
| YEAR | 1.03% | $1.14B | 0.25% |
| IVOL | 1.43% | $549.88M | 1.02% |
| ULST | 1.89% | $535.66M | 0.2% |
| XHLF | -2.30% | $883.02M | 0.03% |
| XBIL | -2.89% | $637.84M | 0.15% |
| UNG | 2.99% | $928.64M | 1.06% |
| TBLL | 3.08% | $1.92B | 0.08% |
| GBIL | 3.47% | $5.64B | 0.12% |
| SOYB | 3.73% | $27.32M | 0.22% |
| SPTS | 3.78% | $5.70B | 0.03% |
| DBO | 3.83% | $218.38M | 0.77% |
| HDRO | -3.93% | $164.26M | 0.3% |
| MINT | 4.62% | $11.62B | 0.35% |
| DBE | 4.72% | $50.92M | 0.77% |
| BILZ | -4.73% | $553.02M | 0.14% |
| FTSM | 5.07% | $6.07B | 0.45% |
News
SeekingAlpha
Monthly Market Recap: Post-Election Positioning
SeekingAlpha
The Federal Reserve kicked off rate cuts in September with what is expected to be an easing campaign that recalibrates interest rates toward more normal levels through 2025.
SeekingAlpha
Market leadership changed course during the third quarter, with the Low Volatility and High Dividend factors performing the best while the Momentum and Growth factors performed the worst.
SeekingAlpha
Russell 1000 Growth outperformed by 57 bps while Value lagged by 62 bps after the Fed cut.
SeekingAlpha
Microsoft struck a groundbreaking deal with Constellation Energy to revive the Three Mile Island nuclear facility, planning to secure all its energy output by 2028. Click to read.
SeekingAlpha
IQSU implements an environmental, social, and corporate governance strategy focused on large companies. Read more to see my recommendation for the fund.
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.