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ETF comparison

ESGU vs IWM

US Total Market vs US Small Cap.

iShares ESG Aware MSCI USA ETF · iShares Russell 2000 ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of ESGU and IWM would leave roughly 0.0% of each dollar exposed to the same underlying securities.

ESGU unmatched 99.7% Shared 0.0% IWM unmatched 99.8%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In ESGU only
275 positions
Shared
0 positions
In IWM only
2,014 positions

Side by side

ESGU

iShares ESG Aware MSCI USA ETF

iShares · US Total Market

86 composite / 100
Expense ratio
0.15%
Net assets
$17.82B
TTM yield
0.94%
Top-10 conc.
36.5%
IWM

iShares Russell 2000 ETF

iShares · US Small Cap

90 composite / 100
Expense ratio
0.19%
Net assets
$75.49B
TTM yield
0.97%
Top-10 conc.
3.4%

Sub-score comparison

85
Cost
81
89
Tax efficiency
89
100
Liquidity
100
62
Concentration
100
—
Tracking quality
—
ESGU sub-score IWM

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

Cost difference

ESGU is 4 bps cheaper than IWM. On a $100,000 position that's about $40/yr more in fees for IWM.

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 ESGU vs IWM.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in ESGU

275 total
  • NVIDIA CORPORATION 7.70%
  • APPLE INC. 6.90%
  • MICROSOFT CORPORATION 5.41%
  • AMAZON.COM, INC. 3.71%
  • ALPHABET INC. 3.28%
  • BROADCOM INC. 2.52%
  • ALPHABET INC. 2.00%
  • META PLATFORMS, INC. 1.77%
  • MICRON TECHNOLOGY, INC. 1.60%
  • TESLA, INC. 1.55%

Only in IWM

2,014 total
  • Moog, Inc. 0.38%
  • Hut 8 Corp. 0.37%
  • Viasat, Inc. 0.35%
  • BrightSpring Health Services, Inc. 0.35%
  • Cytokinetics, Inc. 0.35%
  • MaxLinear, Inc. 0.34%
  • Argan, Inc. 0.34%
  • UMB Financial Corp. 0.33%
  • JFrog Ltd. 0.31%
  • Riot Platforms, Inc. 0.30%

Related comparisons

More comparisons with ESGU

More comparisons with IWM

Percentages are holdings overlap with the named fund.

Open ESGU or IWM at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.