(ESGU) iShares ESG Aware MSCI USA - Ratings and Ratios

ESGU is designed for investors seeking ESG-aligned exposure to U.S. equities. It typically allocates 90% of its assets to securities in its index, with the remainder in derivatives, cash, or other assets for flexibility. This structure allows the fund to track its index closely while maintaining liquidity.

The funds index emphasizes companies with strong ESG profiles, determined by specific metrics. It aims to mirror the risk and return of the broader MSCI USA Index, offering an ESG-focused alternative without significant performance deviation. This balance is crucial for investors who prioritize ESG without compromising on returns.

ESGUs tracking error is generally low, indicating close alignment with its index. Its expense ratio is competitive, making it an attractive option for cost-conscious investors. Historically, the fund has demonstrated that ESG integration doesnt necessarily mean sacrificing performance, appealing to both value and ESG-driven investors.

Additional details include high liquidity, with average daily trading volumes over $100 million, ensuring easy entry and exit for investors. The funds AUM exceeds $14 billion, underscoring its popularity and stability. These factors make ESGU a robust choice for those integrating ESG into their portfolios.