ETF comparison
ESGU vs SPY
US Total Market vs US Large Cap.
iShares ESG Aware MSCI USA ETF · State Street SPDR S&P 500 ETF Trust
Holdings overlap
257 positions appear in both funds. Buying equal dollars of ESGU and SPY would leave roughly 72.4% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPY is 6 bps cheaper than ESGU. On a $100,000 position that's about $56/yr more in fees for ESGU.
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 SPY.
Top shared holdings
257 shared in total| # | Holding | In ESGU | In SPY | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 7.13% | 7.44% | 7.13% |
| 2 | APPLE INC. | 6.33% | 6.72% | 6.33% |
| 3 | MICROSOFT CORPORATION | 4.50% | 4.44% | 4.44% |
| 4 | AMAZON.COM, INC. | 3.28% | 3.68% | 3.28% |
| 5 | ALPHABET INC. | 4.59% | 2.63% | 2.63% |
| 6 | BROADCOM INC. | 2.43% | 2.72% | 2.43% |
| 7 | META PLATFORMS, INC. | 2.15% | 2.09% | 2.09% |
| 8 | TESLA, INC. | 1.90% | 1.86% | 1.86% |
| 9 | ELI LILLY AND COMPANY | 1.41% | 1.47% | 1.41% |
| 10 | JPMORGAN CHASE & CO. | 1.31% | 1.39% | 1.31% |
| 11 | VISA INC. | 1.07% | 0.91% | 0.91% |
| 12 | ALPHABET INC. | 0.85% | 3.29% | 0.85% |
Only in ESGU
22 total- EXXON MOBIL CORPORATION 0.70%
- HONEYWELL INTERNATIONAL INCORPORATION 0.58%
- CHENIERE ENERGY, INC. 0.27%
- MercadoLibre, Inc. 0.17%
- CNH Industrial N.V. 0.14%
- ROYALTY PHARMA PLC 0.12%
- FERGUSON ENTERPRISES INC. 0.10%
- HOLOGIC, INC. 0.10%
- Essential Utilities, Inc. 0.10%
- ALNYLAM PHARMACEUTICALS, INC. 0.10%
Only in SPY
247 total- EXXONMOBIL HOLDINGS CORP 0.88%
- WALMART INC 0.74%
- SANDISK CORP 0.47%
- PHILIP MORRIS INTERNATIONAL 0.43%
- AMPHENOL CORP CL A 0.33%
- CORNING INC 0.27%
- BOEING CO/THE 0.27%
- CHUBB LTD 0.20%
- VERTIV HOLDINGS CO A 0.19%
- ALTRIA GROUP INC 0.19%
Open ESGU or SPY 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.