ESGU: iShares Trust iShares ESG Aware MSCI USA ETF
About
ESGU was created on 2016-12-01 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 13424.14m in AUM and 286 holdings. ESGU tracks an index composed of US companies that are selected and weighted for positive environmental", social and governance characteristics.
Current Value
$130.521 Year Return
Current Value
$130.521 Year Return
Key Details
Assets Under Management
$13.95B
Div Yield %
1.11%
P/E Ratio
26.28
Net Asset Value
$129.94
Expense Ratio
0.15%
1Y ETF Return
0.32%
Strategies that include ESGU
Stock's related to ESGU
Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| TY | 83.52% | - | - | 3.32% |
| ETN | 72.00% | $143.73B | +60.21% | 1.02% |
| OLED | 65.24% | $7.80B | +0.63% | 0.95% |
| IT | 64.66% | $39.93B | +21.02% | 0.00% |
| PTC | 63.88% | $22.74B | +21.30% | 0.00% |
| ADSK | 63.02% | $65.62B | +40.21% | 0.00% |
| PWR | 62.91% | $48.83B | +80.40% | 0.11% |
| SAP | 60.35% | $268.13B | +52.92% | 1.02% |
| INTU | 58.40% | $180.56B | +14.58% | 0.58% |
| DSG | 56.71% | $9.71B | +39.81% | 0.00% |
| LITE | 56.15% | $5.67B | +92.08% | 0.00% |
| BSY | 55.36% | $14.13B | -11.17% | 0.49% |
| TT | 55.25% | $92.94B | +82.73% | 0.79% |
| GEV | 54.93% | $93.72B | +159.05% | 0.00% |
| INTC | 54.37% | $104.37B | -44.55% | 1.55% |
| GIB | 54.30% | $24.72B | +8.31% | 0.00% |
| STX | 53.16% | $20.69B | +28.58% | 2.84% |
| ANSS | 52.40% | $29.69B | +13.34% | 0.00% |
| NU | 52.15% | $63.92B | +64.95% | 0.00% |
| SNOW | 52.12% | $43.66B | -21.86% | 0.00% |
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| VIRT | -0.03% | $3.17B | +110.38% | 2.60% |
| CME | -0.05% | $82.76B | +9.21% | 1.98% |
| ASPS | 0.08% | $22.36M | -80.26% | 0.00% |
| DOGZ | 0.13% | $614.77M | +1,372.26% | 0.00% |
| HUM | -0.16% | $33.45B | -45.22% | 1.25% |
| BNED | -0.29% | $277.22M | -91.94% | 0.00% |
| PGR | -0.32% | $149.10B | +57.29% | 0.45% |
| TCTM | -0.48% | $8.10M | -42.99% | 0.00% |
| BCAN | 0.54% | $72.87M | -99.75% | 0.00% |
| NOC | -0.71% | $71.54B | +4.23% | 1.60% |
| T | -0.78% | $163.09B | +40.40% | 4.87% |
| FATBB | 0.82% | $81.94M | -12.91% | 11.69% |
| SJM | 0.93% | $11.91B | -0.25% | 3.82% |
| ZCMD | 1.21% | $2.80M | -88.67% | 0.00% |
| NHTC | 1.50% | $61.83M | +0.19% | 14.81% |
| PG | 1.58% | $402.15B | +14.14% | 2.33% |
| UUU | -1.71% | $4.97M | -41.89% | 0.00% |
| SMMT | 1.84% | $14.74B | +910.10% | 0.00% |
| UNH | 1.90% | $531.00B | +6.93% | 1.37% |
| BACK | 2.09% | $1.76M | -32.90% | 0.00% |
Inversely Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -19.67% | $21.46B | +15.84% | 1.11% |
| HUSA | -17.40% | $16.69M | -11.56% | 0.00% |
| GIS | -13.33% | $34.85B | -2.91% | 3.78% |
| CPB | -12.48% | $12.96B | +7.08% | 3.40% |
| K | -11.60% | $27.77B | +52.50% | 2.79% |
| PRPO | -10.08% | $9.10M | -13.65% | 0.00% |
| QTTB | -9.73% | $354.34M | +188.64% | 0.00% |
| MNR | -8.74% | $1.66B | -10.71% | 15.90% |
| MCK | -7.74% | $78.15B | +35.51% | 0.42% |
| LTM | -5.11% | $8.51B | -100.00% | <0.01% |
| LMT | -3.97% | $126.40B | +18.99% | 2.36% |
| QXO | -3.78% | $6.51B | -35.95% | 0.00% |
| NEUE | -3.69% | $40.93M | -34.13% | 0.00% |
| HE | -3.64% | $1.82B | -17.47% | 0.00% |
| CHD | -2.79% | $27.18B | +19.50% | 1.03% |
| IMNN | -2.73% | $10.02M | -22.89% | 0.00% |
| STG | -2.61% | $35.67M | +7.92% | 0.00% |
| COR | -2.13% | $47.48B | +21.20% | 0.86% |
| UUU | -1.71% | $4.97M | -41.89% | 0.00% |
| T | -0.78% | $163.09B | +40.40% | 4.87% |
ETF's related to ESGU
Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| SPY | 99.75% | $625.29B | 0.0945% |
| VOO | 99.74% | $573.54B | 0.03% |
| BBUS | 99.73% | $4.21B | 0.02% |
| IVV | 99.73% | $555.62B | 0.03% |
| SCHX | 99.72% | $51.48B | 0.03% |
| SPLG | 99.72% | $51.47B | 0.02% |
| IWB | 99.63% | $38.62B | 0.15% |
| SPTM | 99.55% | $9.52B | 0.03% |
| SCHK | 99.54% | $3.96B | 0.05% |
| VONE | 99.52% | $5.27B | 0.08% |
| PTLC | 99.52% | $3.29B | 0.6% |
| IYY | 99.46% | $2.30B | 0.2% |
| GSUS | 99.46% | $2.59B | 0.07% |
| BKLC | 99.45% | $3.04B | 0% |
| ILCB | 99.40% | $1.19B | 0.03% |
| PBUS | 99.40% | $5.89B | 0.04% |
| ESGV | 99.39% | $9.99B | 0.09% |
| SCHB | 99.38% | $32.41B | 0.03% |
| GSLC | 99.37% | $13.41B | 0.09% |
| VV | 99.37% | $39.27B | 0.04% |
Uncorrelated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| XONE | -0.28% | $549.08M | 0.03% |
| EQLS | -0.46% | $17.58M | 1% |
| IBTE | -0.61% | $1.68B | 0.07% |
| IVOL | 1.07% | $550.28M | 1.02% |
| ULST | 2.11% | $535.64M | 0.2% |
| XBIL | -2.14% | $637.70M | 0.15% |
| TBIL | 2.43% | $4.38B | 0.15% |
| TBLL | 2.97% | $1.92B | 0.08% |
| SOYB | 3.15% | $27.55M | 0.22% |
| YEAR | 3.21% | $1.13B | 0.25% |
| BILZ | -3.30% | $563.02M | 0.14% |
| UNG | 3.64% | $918.08M | 1.06% |
| MINT | 3.88% | $11.62B | 0.35% |
| BOXX | 3.89% | $4.43B | 0.1949% |
| GBIL | 3.90% | $5.61B | 0.12% |
| SHV | 4.65% | $18.14B | 0.15% |
| SPTS | 4.78% | $5.70B | 0.03% |
| FTSM | 5.05% | $6.09B | 0.45% |
| DBA | 5.12% | $762.43M | 0.93% |
| CLOI | -5.34% | $720.80M | 0.4% |
Inversely Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| VIXY | -71.18% | $195.31M | 0.85% |
| TAIL | -61.39% | $67.98M | 0.59% |
| BTAL | -58.57% | $378.68M | 1.43% |
| USDU | -23.33% | $200.96M | 0.5% |
| UUP | -18.54% | $326.18M | 0.77% |
| CCOR | -9.93% | $109.04M | 1.18% |
| DFNM | -8.69% | $1.40B | 0.17% |
| CTA | -7.94% | $349.14M | 0.78% |
| KMLM | -7.46% | $349.74M | 0.9% |
| CORN | -7.23% | $61.56M | 0.2% |
| JUCY | -6.94% | $324.29M | 0.6% |
| XHLF | -5.99% | $876.41M | 0.03% |
| HDRO | -5.84% | $164.26M | 0.3% |
| SHYD | -5.62% | $311.72M | 0.35% |
| WEAT | -5.60% | $122.51M | 0.28% |
| CLOI | -5.34% | $720.80M | 0.4% |
| BILZ | -3.30% | $563.02M | 0.14% |
| XBIL | -2.14% | $637.70M | 0.15% |
| IBTE | -0.61% | $1.68B | 0.07% |
| EQLS | -0.46% | $17.58M | 1% |
News
SeekingAlpha
Monthly Market Recap: Post-Election Positioning
Yahoo
Smart Beta ETF report for ESGU
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.
Yahoo
Three now-defunct ESG ETFs invested in fossil fuel, tobacco, and coal mining.
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.
Yahoo
Fewer managers are misleadingly claiming that they practice ESG investing, RepRisk research found.
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.