DSI - USXF: Beating Its ESG Peers In 2024

2024-04-01 17:14:09 ET

Summary

• iShares® ESG Advanced MSCI USA ETF implements an environmental, social, and corporate governance (“ESG”) strategy focused on large companies.
• The USXF ETF displays expensive valuation ratios, superior growth rates, and some excess return relative to the S&P 500.
• USXF has performed quite well relative to other ESG funds. Nonetheless, it may have deeper drawdowns than the benchmark in a downturn.

USXF strategy

iShares® ESG Advanced MSCI USA ETF ( USXF ) started investing operations on 6/16/2020 and tracks the MSCI USA Choice ESG Screened Index. It implements an environmental, social, and corporate governance (“ESG”) investing approach. USXF has 367 holdings, a 12-month distribution yield of 1.1% and a total expense ratio of 0.10%. Distributions are paid quarterly....

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