DSI vs ESGE: holdings overlap, shared companies and scores

As of September 11, 2026, DSI and ESGE overlap 0.1% by weight. iShares ESG MSCI KLD 400 ETF (DSI): U.S. ESG-focused social stocks iShares ESG Aware MSCI EM ETF (ESGE): ESG-aware emerging markets.

Updated September 11, 2026

How much do DSI and ESGE overlap?

As of September 11, 2026, DSI and ESGE overlap 0.1% by weight.

0% of DSI is already inside ESGE.

0% of ESGE is already inside DSI.

DSI holds 406 companies and ESGE holds 310; 2 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score DSI and ESGE?

As of September 11, 2026, ETF Copilot scores DSI 5.7 out of 10 and ESGE 6.7 out of 10.

They differ most on Growth: DSI 3.9 and ESGE 9.5.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

DSI vs ESGE — ETF Copilot factor scores, 0–10
FactorDSIESGE
Growth3.99.5
Valuation3.25.4
Risk4.75.5
Quality9.38.0
Return7.64.8

DSI and ESGE all charge 0.25% a year

As of September 11, 2026, DSI charges 0.25% a year, yields 1.13% and holds $5.5B in assets across 406 positions.

As of September 11, 2026, ESGE charges 0.25% a year, yields 2.37% and holds $7.1B in assets across 310 positions.

DSI vs ESGE — cost, income and size
MeasureDSIESGE
Expense ratio0.25%0.25%
Dividend yield1.13%2.37%
Assets under management$5.5B$7.1B
Holdings406310

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where DSI and ESGE trade against their own history

DSI trades at 26.1 times earnings, against its own median of 22.5, and is more expensive than 89% of its own 114 monthly readings since 2017.

ESGE trades at 13.5 times earnings, against its own median of 13.1, and is more expensive than 59% of its own 114 monthly readings since 2017.

What moved DSI and ESGE this week

DSI fell 1.7% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Microsoft (−2.8%) and Amgen (−15.0%); Advanced Micro Devices (+13.1%) pushed the other way.

ESGE rose 0.7% in the week to September 11, 2026. The holdings that moved it most were SK Hynix (+14.8%), Samsung Electronics (+4.9%) and Taiwan Semiconductor (+1.9%); Delta Elec (−7.0%) pushed the other way.

What do DSI and ESGE each hold?

What's inside DSI: Tech 52%, Magnificent 7 37%.

45% of DSI is its ten largest holdings.

What's inside ESGE: Tech 28%, Memory 18%.

39% of ESGE is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “DSI vs ESGE holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/dsi-vs-esge

  1. iShares ESG MSCI KLD 400 ETF (DSI)
  2. iShares ESG Aware MSCI EM ETF (ESGE)

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