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DSIvsSCHKETF Comparison

ETF 1

DSI

iShares ESG MSCI KLD 400 ETF

This fund is part of

US Multi-Factor

+1.06%

Full DSI fund page

VS

ETF 2

SCHK

Schwab 1000 Index® ETF

This fund is part of

US Multi-Factor

+1.06%

Full SCHK fund page

iShares ESG MSCI KLD 400 ETF (DSI) and Schwab 1000 Index® ETF (SCHK) belong to the same industry segment: US Multi-Factor. DSI's top 3 sector exposures are Information Technology, Communication Services and Industrials. In contrast, SCHK's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. DSI is more expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.03% for SCHK. DSI is up 11.86% year-to-date (YTD) with -$297M in YTD flows. SCHK performs worse with 11.24% YTD performance, and +$304M in YTD flows. Run a side-by-side ETF comparison of DSI and SCHK below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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DSI vs SCHK performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 06/15/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	DSI SCHK	+2.06%+2.54%	+15.09%+13.36%	+11.86%+11.24%	+28.02%+26.60%	+75.81%+77.06%	+85.82%+84.60%
Flows	DSI SCHK	-$7M+$55M	-$103M+$251M	-$297M+$304M	-$396M+$417M	-$860M+$686M	-$348M+$1.59B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	DSI SCHK	+17.53%+15.99%	+13.77%+12.74%	+16.12%+15.38%	+18.10%+17.45%
Max drawdown	DSI SCHK	-6.14%-5.48%	-11.05%-8.97%	-20.57%-19.22%	-28.32%-25.35%
Max drawdown duration	DSI SCHK	21d21d	78d76d	154d126d	723d716d

Trading data

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	DSI	SCHK
Last sale 6/16/2026 at 2:18 PM	$143.27	$36.36
Previous close 06/15/2026	$143.43	$36.39
Consolidated volume 06/15/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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	DSI	SCHK
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/16/2026 at 2:18 PM

Live

Closed

	DSI	SCHK
Last price	$143.27	$36.36
1D performance	-0.11%	-0.08%
AuM	$5.36 B	$5.72 B
E/R	0.25%	0.03%

Characteristics

	DSI	SCHK
Management strategy	Passive	Passive
Provider	iShares	Schwab ETFs
Benchmark	MSCI KLD 400 Social Index	Schwab 1000 Index
N° of holdings	383	827
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	November 14, 2006	November 10, 2017
ESG	Yes	No

More DSI data on Trackinsight

More SCHK data on Trackinsight

Exposure

Countries

DSI

USA

95.37%

Other

4.63%

SCHK

USA

96.74%

Other

3.26%

Sectors

DSI

Information Techn.

41.77%

Communication Ser.

13.84%

Industrials

8.28%

Consumer Discreti.

7.99%

Financials

7.03%

Other

21.1%

SCHK

Information Techn.

35.97%

Communication Ser.

10.35%

Consumer Discreti.

10.02%

Financials

9.91%

Health Care

8.35%

Industrials

8.03%

Other

17.38%

Diversification

DSI

Total weight of top 15 holdings out of 15

50.75%

SCHK

Total weight of top 15 holdings out of 15

42.64%

Top 15 holdings

Data as of April 30, 2026

DSI

NVIDIA

14.44%

MICROSOFT-T

8.58%

ALPHABET INC-CL

6.67%

ALPHABET INC-CL

5.54%

TESLA

3.21%

ADVANCED MICRO DEVICES

1.72%

VISA INCORPORATION

1.66%

INTEL-T

1.27%

MASTERCARD

1.27%

CATERPILLAR

1.24%

ABBVIE

1.11%

CISCO-T

1.08%

PROCTERGAMBLE

1.02%

HOME DEPOT

0.98%

US5128073062

0.96%

SCHK

NVIDIA

8.00%

APPLE

6.29%

MICROSOFT-T

4.97%

AMAZON.COM INC

4.07%

ALPHABET INC-CL

3.16%

BROADCOM LIMITED

3.16%

ALPHABET INC-CL

2.52%

META PLATFORMS

2.31%

TESLA

1.66%

BERKSHIRE HATHWAY

1.35%

JPMORGAN CHASE

1.30%

LILLY

1.08%

EXXON

0.98%

WALMART INC

0.90%

ADVANCED MICRO DEVICES

0.89%

Frequently asked questions about DSI and SCHK

How have the DSI and SCHK ETFs performed in 2026?

As of June 15, 2026, DSI is up 11.86% year-to-date (YTD), while SCHK has returned 11.24%. That puts DSI better performer ahead so far this year.

Which ETF is attracting more investor money: DSI or SCHK?

Year-to-date, the DSI ETF saw -$297M in flows, compared to +$304M for SCHK.

Which ETF is more volatile: DSI or SCHK?

Over the past year, DSI had a volatility of 13.77%, while SCHK experienced 12.74%.

Which ETF is bigger: DSI or SCHK?

As of June 15, 2026, DSI holds $5.36 B in assets under management (AUM), while SCHK manages $5.72 B.

What sectors do the DSI and SCHK ETFs invest in?

DSI leans toward sectors like Information Technology, Communication Services and Industrials. Meanwhile, SCHK focuses on Information Technology, Communication Services and Consumer Discretionary.

DSIvsSCHKETF Comparison

iShares ESG MSCI KLD 400 ETF

Schwab 1000 Index® ETF

DSI vs SCHK performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the DSI and SCHK ETFs performed in 2026?

As of June 15, 2026, DSI is up 11.86% year-to-date (YTD), while SCHK has returned 11.24%. That puts DSI better performer ahead so far this year.

Which ETF is attracting more investor money: DSI or SCHK?

Year-to-date, the DSI ETF saw -$297M in flows, compared to +$304M for SCHK.

Which ETF is more volatile: DSI or SCHK?

Over the past year, DSI had a volatility of 13.77%, while SCHK experienced 12.74%.

Which ETF is bigger: DSI or SCHK?

As of June 15, 2026, DSI holds $5.36 B in assets under management (AUM), while SCHK manages $5.72 B.

What sectors do the DSI and SCHK ETFs invest in?

DSI leans toward sectors like Information Technology, Communication Services and Industrials. Meanwhile, SCHK focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the DSI ETF and SCHK ETF?

DSI top holdings include NVIDIA, MICROSOFT-T and ALPHABET INC-CL. SCHK holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: DSI or SCHK?

DSI holds 401 securities with 50.75% of its assets in the top 15. SCHK has 906 securities and a top 15 weight of 42.64%.

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