MSCI USA ESG Leaders Equity ETF

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Основные параметры

Цена последней сделки 35.48
Код ценной бумаги USSG
Полное наименование MSCI USA ESG Leaders Equity ETF
Объем 3280000000
Изм за день, % -0.0
Комиссия 0.10
Дата основания Mar 07. 2019
Ссылка ссылка
Тип актива Equity
Индекс MSCI USA ESG Leaders Index
Регион North America
Средний P/E 27.23
Дивиденды 1.36
5 летняя доходность
3 летняя доходность
Годовая доходность 21.13
Бета 0.97
Валюта usd

Топ эмитентов

Эмитент Доля, %
Microsoft Corporation 10.02
Google Alphabet 3.72
Tesla 3.11
Johnson & Johnson 2.52
Visa 2.13
Procter & Gamble Company 1.89
Mastercard 1.87
Home Depot 1.71
Walt Disney 2.12
Verizon 1.41
Adobe 1.34
Intel 1.55
Salesforce 1.28

Описание MSCI USA ESG Leaders Equity ETF

The MSCI USA ESG Leaders Equity ETF (USSG) tracks an MSCI index of U.S. stocks, selecting those securities that score the highest relative to their peers on environmental, social and governance factors (ESG). USSG includes companies that score in the top 50% of scores in each sector — and so will own about half as many companies as the parent index — then weights those stocks to keep the sector allocation in line with the parent index. The fund excludes companies involved in alcohol, tobacco, gambling, controversial and conventional weapons, nuclear power, and civilian firearms. USSG’s management fee is cheaper than rival iShares ESG MSCI USA ETF (ESGU). The iShares fund has significantly more assets, but both funds have drawn a sizable investor following and offer good daily liquidity.

Issuers have rolled out dozens of ESG-style funds in recent years to appeal to younger investors who are concerned about the social impact of their investments. ESG (the strategy, not the ticker) is different from traditional socially-responsible investing, which typically tried to exclude bad actors and industries. Many advisers worried that this came at the expense of diversification and returns. Today’s strategies aim to be more inclusive. Instead of ignoring large swathes of the market, the goal is maintain market-like diversification with a tilt toward the best corporate citizens. It’s worth nothing that there are plenty of skeptics when it comes to ESG investing, and critics say ESG whitewashes a portfolio rather than driving companies to truly change their behavior. Investors who prefer plain-vanilla ETFs can take a look at funds like VTI or the iShares S&P 500 ETF (IVV).