ETF Copilot

ESGU vs SUSA: holdings overlap, shared companies and scores

As of October 28, 2026, ESGU and SUSA overlap 73.9% by weight. iShares ESG Aware MSCI USA ETF (ESGU): ESG-aware U.S. equities. iShares ESG Optimized MSCI USA ETF (SUSA): High-ESG U.S. companies.

Updated October 28, 2026

Where ESGU and SUSA trade against their own history

ESGU trades at 24.6 times earnings, against its own median of 23.2, and is more expensive than 59% of its own last 9 years.

SUSA trades at 25.1 times earnings, against its own median of 24.8, and is more expensive than 53% of its own last 9 years.

What do ESGU and SUSA each hold?

What's inside ESGU: Tech 44%, Magnificent 7 33%.

37% of ESGU is its ten largest holdings.

What's inside SUSA: Tech 45%, Magnificent 7 25%.

32% of SUSA is its ten largest holdings.

How much do ESGU and SUSA overlap? 73.9% by weight

As of October 28, 2026, ESGU and SUSA overlap 73.9% by weight.

78% of ESGU is already inside SUSA.

98% of SUSA is already inside ESGU.

ESGU holds 271 companies and SUSA holds 206; 191 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 ESGU and SUSA? 6.8 and 6.8 out of 10

As of October 28, 2026, ETF Copilot scores ESGU 6.8 out of 10 and SUSA 6.8 out of 10.

They differ most on Growth: ESGU 7.7 and SUSA 7.2.

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

ESGU vs SUSA — ETF Copilot factor scores, 0–10
FactorESGUSUSA
Growth7.77.2
Value4.04.3
Risk6.25.9
Quality8.78.6
Return6.87.3

ESGU is the cheaper of the two at 0.15% a year

As of October 28, 2026, ESGU charges 0.15% a year, yields 0.91% and holds $18.2B in assets across 271 positions.

As of October 28, 2026, SUSA charges 0.25% a year, yields 0.82% and holds $4.1B in assets across 206 positions.

ESGU vs SUSA — cost, income and size
MeasureESGUSUSA
Expense ratio0.15%0.25%
Dividend yield0.91%0.82%
Assets under management$18.2B$4.1B
Holdings271206

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.

Compare with similar funds

Cite this

ETF Copilot, “ESGU vs SUSA holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/esgu-vs-susa

  1. iShares ESG Aware MSCI USA ETF (ESGU)
  2. iShares ESG Optimized MSCI USA ETF (SUSA)

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