ETF Copilot

ESG vs GUSA: holdings overlap, shared companies and scores

As of October 9, 2026, ESG and GUSA overlap 53.6% by weight. Northern Trust STOXX US ESG Select ETF (ESG): US large-cap ESG leaders. Goldman Sachs MarketBeta US 1000 Equity ETF (GUSA): 1,000 largest US companies

Updated October 9, 2026

Where ESG and GUSA trade against their own history

ESG trades at 22.9 times earnings, against its own median of 22.1, and is more expensive than 54% of its own last 9 years.

GUSA trades at 24.4 times earnings, against its own median of 24.7, and is cheaper than 55% of its own last 4 years.

What moved ESG and GUSA this week

ESG rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Walmart (+6.8%) and Eli Lilly (+3.2%); Micron Technology (−4.3%) pushed the other way.

GUSA rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.

What do ESG and GUSA each hold?

What's inside ESG: Tech 36%, Semiconductors 19%.

42% of ESG is its ten largest holdings.

What's inside GUSA: Tech 44%, Magnificent 7 32%.

36% of GUSA is its ten largest holdings.

How much do ESG and GUSA overlap? 53.6% by weight

As of October 9, 2026, ESG and GUSA overlap 53.6% by weight.

100% of ESG is already inside GUSA.

58% of GUSA is already inside ESG.

ESG holds 248 companies and GUSA holds 996; 247 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 ESG and GUSA? 7.1 and 7.0 out of 10

As of October 9, 2026, ETF Copilot scores ESG 7.1 out of 10 and GUSA 7.0 out of 10.

They differ most on Return: ESG 7.6 and GUSA 6.6.

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

ESG vs GUSA — ETF Copilot factor scores, 0–10
FactorESGGUSA
Growth7.47.3
Value4.85.2
Risk6.97.8
Quality8.18.1
Return7.66.6

GUSA is the cheaper of the two at 0.10% a year

As of October 9, 2026, ESG charges 0.33% a year, yields 0.82% and holds $136M in assets across 248 positions.

As of October 9, 2026, GUSA charges 0.10% a year, yields 0.96% and holds $2.4B in assets across 996 positions.

ESG vs GUSA — cost, income and size
MeasureESGGUSA
Expense ratio0.33%0.10%
Dividend yield0.82%0.96%
Assets under management$136M$2.4B
Holdings248996

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.

Cite this

ETF Copilot, “ESG vs GUSA holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/esg-vs-gusa

  1. Northern Trust STOXX US ESG Select ETF (ESG)
  2. Goldman Sachs MarketBeta US 1000 Equity ETF (GUSA)

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