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iShares ESG Advanced MSCI USA ETF

USXF tracks an index of large- and mid-cap US equities screened for positive environmental, social and governance rating while also screening for involvement in controversial activities.

The iShares® ESG Advanced MSCI USA ETF offers exposure to U.S. companies with high ESG scores, boasting a low expense ratio of 0.10%. Nvidia's significant weighting (16.67%) in the fund raises concerns about concentration risk, despite the fund's impressive nearly 29% YTD return. USXF's sector allocation favors Information Technology and Financials, avoiding controversial industries like weapons, tobacco, and thermal coal.

USXF: An ESG Fund That Holds A Whole Lot Of Nvidia

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.

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Our latest "Talking Markets" podcast examines post-pandemic shifts in priorities and behaviors for companies and investors using environmental, social, and corporate governance strategies. Lucy Hockings, the host of the BBC show, "Live with Lucy Hockings," leads a panel with Mary Jane McQuillen, Kim Catechis, John Levy, and Dr. Giulio Boccaletti.

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