ESGU

iShares ESG Aware MSCI USA ETF

Tracks the MSCI USA Extended ESG Focus Index, selecting US companies with favorable ESG characteristics while maintaining risk/return similar to the broad US market. Very high correlation with S&P 500.

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EquityTER 0.15%Dist.

TER

0.15%

AUM

$13B

CAGR

14.7%

Volatility

16.3%

Sharpe

0.72

Max Drawdown

-25.7%

Data Range

2016-12 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%

Worst DD-25.7%

Worst date2022-09

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return13.9%

Best27.1%

Worst5.4%

% positive100%

77 periods

Key Facts

ISIN

US46435G3424

Issuer

BlackRock

Benchmark

MSCI USA Extended ESG Focus Index

Total Expense Ratio (TER)

0.15%

Assets Under Management

$13B approx.

Inception Date

2016-12-01

Domicile

United States

Legal Structure

Open-Ended Fund

Dividend Policy

Distributing (pays dividends)

Replication Method

Physical (Optimized Sampling)

UCITS Status

✗ Not UCITS

Fund Currency

USD

Primary Exchange

NASDAQ

Number of Holdings

~300

Top 10 Holdings

Top 10 represent 33.6% of the fund.

AAPLApple Inc.

6.80%

Technology

MSFTMicrosoft Corp.

6.30%

Technology

NVDANVIDIA Corp.

5.90%

Technology

AMZNAmazon.com

3.70%

Consumer Discretionary

METAMeta Platforms

2.40%

Communication Services

GOOGLAlphabet (A)

2.10%

Communication Services

GOOGAlphabet (C)

1.80%

Communication Services

AVGOBroadcom Inc.

1.70%

Technology

JPMJPMorgan Chase

1.50%

Financials

LLYEli Lilly

1.40%

Healthcare

Sector Breakdown

Technology

33%

Financials

12%

Healthcare

12%

Consumer Discretionary

10%

Communication Services

Industrials

Consumer Staples

Energy

Source: Official issuer data · Last updated: 2026-05-12

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Who Is This ETF For?

✓Core US equity allocation for long-term investors.

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Correlation Matrix

Risk vs Return

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), BlackRock (metadata)Last verified: 2026-04-17

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💬 Frequently Asked Questions

ESGU has a total expense ratio (TER) of 0.15%, which means you pay $15 per year for every $10,000 invested.

Yes, ESGU is a distributing ETF that pays dividends to shareholders. The frequency depends on the fund's schedule.

ESGU is a US-domiciled ETF (not UCITS). Non-US investors should consider the US estate tax implications (40% on US assets above $60,000) and the 30% dividend withholding tax (reduced by treaty in some countries).

ESGU uses optimized sampling, holding a representative subset of the MSCI USA Extended ESG Focus Index index to minimize costs while closely tracking performance.