ETF comparison

DSI vs SUSA

Both US Total Market.

iShares ESG MSCI KLD 400 ETF · iShares ESG Optimized MSCI USA ETF

Holdings overlap

Weighted by ISIN/CUSIP
52.1 %

148 positions appear in both funds. Buying equal dollars of DSI and SUSA would leave roughly 52.1% of each dollar exposed to the same underlying securities.

DSI only 47.8% Shared 52.1% SUSA only 47.8%
In DSI only
252 positions
Shared
148 positions
In SUSA only
22 positions

Side by side

DSI

iShares ESG MSCI KLD 400 ETF

iShares · US Total Market

77 composite / 100
Expense ratio
0.25%
Net assets
$5.36B
TTM yield
0.87%
Top-10 conc.
45.6%
SUSA

iShares ESG Optimized MSCI USA ETF

iShares · US Total Market

78 composite / 100
Expense ratio
0.25%
Net assets
$4.05B
TTM yield
0.84%
Top-10 conc.
33.6%

Sub-score comparison

75
Cost
75
89
Tax efficiency
89
88
Liquidity
83
49
Concentration
66
Tracking quality
DSI sub-score SUSA

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

Expense ratios are effectively identical (0.25% vs 0.25%).

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DSI vs SUSA.

Top shared holdings

148 shared in total
# Holding In DSI In SUSA Overlap
1 NVIDIA CORPORATION 14.44% 7.92% 7.92%
2 MICROSOFT CORPORATION 8.58% 4.35% 4.35%
3 ALPHABET INC. 5.54% 3.84% 3.84%
4 ALPHABET INC. 6.67% 3.01% 3.01%
5 TESLA, INC. 3.21% 1.63% 1.63%
6 ADVANCED MICRO DEVICES, INC. 1.72% 1.12% 1.12%
7 THE HOME DEPOT, INC. 0.97% 1.14% 0.97%
8 VISA INC. 1.66% 0.97% 0.97%
9 LAM RESEARCH CORPORATION 0.96% 1.03% 0.96%
10 INTEL CORPORATION 1.27% 0.96% 0.96%
11 APPLIED MATERIALS, INC. 0.93% 1.51% 0.93%
12 MASTERCARD INCORPORATED 1.27% 0.92% 0.92%

Only in DSI

252 total
  • ABBVIE INC. 1.11%
  • Pepsico, Inc. 0.65%
  • MCDONALD'S CORPORATION 0.62%
  • THE WALT DISNEY COMPANY 0.55%
  • EATON CORPORATION PUBLIC LIMITED COMPANY 0.50%
  • UNION PACIFIC CORPORATION 0.48%
  • BLACKROCK, INC. 0.47%
  • THE CHARLES SCHWAB CORPORATION 0.46%
  • SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY 0.44%
  • CORNING INCORPORATED 0.40%

Only in SUSA

22 total
  • APPLE INC. 5.35%
  • BROADCOM INC. 3.07%
  • ELI LILLY AND COMPANY 1.21%
  • CASEY'S GENERAL STORES, INC. 0.77%
  • MICRON TECHNOLOGY, INC. 0.63%
  • THE WILLIAMS COMPANIES, INC. 0.58%
  • GE VERNOVA INC. 0.57%
  • ARISTA NETWORKS, INC. 0.52%
  • MercadoLibre, Inc. 0.32%
  • ARCH CAPITAL GROUP LTD. 0.19%

Open DSI or SUSA at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.