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DSIvsLGDXETF Comparison
iShares ESG MSCI KLD 400 ETF (DSI) belongs to the US Multi-Factor segment. Intech S&P Large Cap Diversified Alpha ETF (LGDX) is part of the US Large Cap segment. DSI's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, LGDX's top sector exposures are Information Technology, Consumer Discretionary and Financials. Both DSI and LGDX have the same Total Expense Ratio (TER) of 0.25%. DSI is down -1.71% year-to-date (YTD) with -$157M in YTD flows. LGDX performs better with -1.07% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of DSI and LGDX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
DSI vs LGDX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DSI LGDX | -2.90%-1.39% | -2.10%-1.42% | -1.71%-1.07% | +24.97%+20.26% | +79.92%n/a | +76.96%n/a |
| Flows | DSI LGDX | -$111M- | -$124M+$3M | -$157M- | -$376M+$49M | -$801M- | -$89M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DSI LGDX | +13.14%+12.61% | +18.72%+18.60% | +15.84%n/a | +17.86%n/a |
| Max drawdown | DSI LGDX | -5.20%-3.12% | -13.52%-13.44% | -20.57%n/a | -28.32%n/a |
| Max drawdown duration | DSI LGDX | 42d43d | 45d45d | 154dn/a | 723dn/a |
DSI | LGDX | |
Last sale 3/12/2026 at 4:38 PM | $125.45 | $22.70 |
| Previous close 03/11/2026 | $126.56 | $22.70 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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DSI | LGDX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DSI | LGDX | |
|---|---|---|
| Last price | $125.45 | $22.70 |
| 1D performance | -0.88% | +0.00% |
| AuM | $4.86 B | $130.30 M |
| E/R | 0.25% | 0.25% |
DSI | LGDX | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Intech Investment Management |
| Benchmark | MSCI KLD 400 Social Index | - |
| N° of holdings | 381 | 203 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 14, 2006 | February 27, 2025 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the DSI and LGDX ETFs performed in 2026?
As of March 11, 2026, DSI is down -1.71% year-to-date (YTD), while LGDX has lost -1.07%. That puts LGDX better performer ahead so far this year.
Which ETF is attracting more investor money: DSI or LGDX?
Year-to-date, the DSI ETF saw -$157M in flows, compared to - for LGDX.
Which ETF is more volatile: DSI or LGDX?
Over the past year, DSI had a volatility of 18.72%, while LGDX experienced 18.6%.
Which ETF is bigger: DSI or LGDX?
As of March 11, 2026, DSI holds $4.86 B in assets under management (AUM), while LGDX manages $130.30 M.
What sectors do the DSI and LGDX ETFs invest in?
DSI leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, LGDX focuses on Information Technology, Consumer Discretionary and Financials.
What are the top holdings of the DSI ETF and LGDX ETF?
DSI top holdings include NVIDIA, MICROSOFT-T and ALPHABET INC-CL. LGDX holds in its top three: NVIDIA, MICROSOFT-T and APPLE.
Which ETF is more diversified: DSI or LGDX?
DSI holds 398 securities with 50.42% of its assets in the top 15. LGDX has 212 securities and a top 15 weight of 46.31%.
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