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SUSAvsDSIETF Comparison

ETF 1

SUSA

iShares ESG Optimized MSCI USA ETF

This fund is part of

US Large Cap

-0.4%

Full SUSA fund page

VS

ETF 2

DSI

iShares ESG MSCI KLD 400 ETF

This fund is part of

US Multi-Factor

-0.32%

Full DSI fund page

iShares ESG Optimized MSCI USA ETF (SUSA) belongs to the US Large Cap segment. iShares ESG MSCI KLD 400 ETF (DSI) is part of the US Multi-Factor segment. SUSA's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, DSI's top sector exposures are Technology, Finance and Industrials. Both SUSA and DSI have the same Total Expense Ratio (TER) of 0.25%. SUSA is up 11% year-to-date (YTD) with -$156M in YTD flows. DSI performs better with 12.11% YTD performance, and -$284M in YTD flows. Run a side-by-side ETF comparison of SUSA and DSI 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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SUSA vs DSI performance and flow charts

Performance

Cumulative Flows

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Data Services

Historic performance and flows

Data as of 09/16/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SUSA DSI	-3.16%-2.49%	+0.47%+1.02%	+11.00%+12.11%	+16.24%+17.00%	+70.19%+74.94%	+62.90%+75.05%
Flows	SUSA DSI	-$32M-$15M	-$17M+$13M	-$156M-$284M	-$161M-$270M	-$1.91B-$805M	-$1.39B-$398M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SUSA DSI	+11.47%+14.45%	+13.41%+14.73%	+15.19%+16.30%	+17.57%+18.27%
Max drawdown	SUSA DSI	-3.87%-4.70%	-9.72%-11.05%	-19.28%-20.57%	-28.25%-28.32%
Max drawdown duration	SUSA DSI	34d19d	78d78d	204d154d	769d723d

Trading data

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	SUSA	DSI
Last sale 9/17/2026 at 1:30 PM	$155.42	$145.21
Previous close 09/16/2026	$153.68	$143.36
Consolidated volume 09/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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

Main metrics

Last update 9/17/2026 at 1:30 PM

Live

Closed

	SUSA	DSI
Last price	$155.42	$145.21
1D performance	+1.13%	+1.29%
AuM	$3.99 B	$5.37 B
E/R	0.25%	0.25%

Characteristics

	SUSA	DSI
Management strategy	Passive	Passive
Provider	iShares	iShares
Benchmark	MSCI USA Extended ESG Select Index	MSCI KLD 400 Social Index
N° of holdings	193	401
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	January 24, 2005	November 14, 2006
ESG	Yes	Yes

More SUSA data on Trackinsight

More DSI data on Trackinsight

Exposure

Countries

SUSA

USA

96.48%

Other

3.52%

DSI

USA

96.06%

Other

3.94%

Sectors

SUSA

Technology

46.17%

Finance

14.28%

Healthcare

9.3%

Industrials

8.4%

Other

21.86%

DSI

Technology

50.93%

Finance

13.56%

Industrials

7.96%

Healthcare

7.85%

Other

19.7%

Diversification

SUSA

Total weight of top 15 holdings out of 15

39.12%

DSI

Total weight of top 15 holdings out of 15

49.04%

Top 15 holdings

Data as of July 31, 2026

SUSA

Apple, Inc.

7.21%

NVIDIA Corp.

7.15%

Microsoft Corp.

4.72%

Alphabet, Inc.

3.20%

Broadcom Inc.

2.72%

Alphabet, Inc.

2.44%

Micron Technology, Inc.

1.47%

The Hartford Insurance Group, Inc.

1.43%

Eli Lilly & Co.

1.42%

Advanced Micro Devices, Inc.

1.36%

Tesla, Inc.

1.35%

Morgan Stanley

1.29%

Applied Materials, Inc.

1.14%

The Bank of New York Mellon Corp.

1.11%

The Home Depot, Inc.

1.11%

DSI

NVIDIA Corp.

13.21%

Microsoft Corp.

9.34%

Alphabet, Inc.

5.70%

Alphabet, Inc.

4.53%

Tesla, Inc.

2.55%

Advanced Micro Devices, Inc.

2.32%

Visa, Inc.

1.81%

Mastercard, Inc.

1.39%

AbbVie, Inc.

1.34%

Cisco Systems, Inc.

1.32%

Intel Corp.

1.17%

Applied Materials, Inc.

1.17%

Caterpillar, Inc.

1.10%

Lam Research Corp.

1.09%

The Coca-Cola Co.

1.01%

Frequently asked questions about SUSA and DSI

SUSAvsDSIETF Comparison

iShares ESG Optimized MSCI USA ETF

iShares ESG MSCI KLD 400 ETF

SUSA vs DSI 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 SUSA and DSI ETFs performed in 2026?

As of September 16, 2026, SUSA is up 11% year-to-date (YTD), while DSI has returned 12.11%. That puts DSI better performer ahead so far this year.

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

Year-to-date, the SUSA ETF saw -$156M in flows, compared to -$284M for DSI.

Which ETF is more volatile: SUSA or DSI?

Over the past year, SUSA had a volatility of 13.41%, while DSI experienced 14.73%.

Which ETF is bigger: SUSA or DSI?

As of September 16, 2026, SUSA holds $3.99 B in assets under management (AUM), while DSI manages $5.37 B.

What sectors do the SUSA and DSI ETFs invest in?

SUSA leans toward sectors like Technology, Finance and Healthcare. Meanwhile, DSI focuses on Technology, Finance and Industrials.

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

SUSA top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. DSI holds in its top three: NVIDIA Corp., Microsoft Corp. and Alphabet, Inc..

Which ETF is more diversified: SUSA or DSI?

SUSA holds 194 securities with 39.12% of its assets in the top 15. DSI has 403 securities and a top 15 weight of 49.04%.

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