iShares ESG MSCI USA Small-Cap ETF
Fund offered by:
BlackRock/iShares
Ticker: ESMLsocially responsible
Mutual fund investment profile
Fossil fuel grade:
  
C
Shareclass ticker
ESML
Data as of
May 29, 2020
Shareclass name
iShares ESG MSCI USA Small-Cap ETF
% of fund assets screened
99%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$199.46 MILLION
Fund category
Small Blend
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
Yes
Fossil fuel totals
Total fossil fuel stock holdings
52
Total % invested in fossil fuel stocks
4.6%
Total assets invested in fossil fuel stocks
$9.18 MILLION
Fossil fuel badges (legacy grade)
Fossil fuel grade
C
Clean200 totals
Total Clean200 stock holdings
6
Total % invested in Clean200 stocks
0.52%
Total assets invested in Clean200 stocks
$1.04 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on ESML at Morningstar.com
Current fund
ESML
iShares ESG MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-15.29% less in annualized returns
Less invested in fossil fuels 
2.88% less invested
Higher carbon footprint 
9 tonnes CO2e/$1M USD higher
Less invested in Clean200 
8.79% less invested
Current fund
ESML
iShares ESG MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-15.29% less in annualized returns
Less invested in fossil fuels 
2.88% less invested
Higher carbon footprint 
9 tonnes CO2e/$1M USD higher
Less invested in Clean200 
8.79% less invested
Current fund
ESML
iShares ESG MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/20
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-15.29% less in annualized returns
Less invested in fossil fuels 
2.88% less invested
Higher carbon footprint 
9 tonnes CO2e/$1M USD higher
Less invested in Clean200 
8.79% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
ESML - iShares ESG MSCI USA Small-Cap ETF
-2.49%
/
/
/
4.6% 
Benchmark
IVV - iShares Core S&P 500 ETF
13%
10%
9.82%
13%
7.48% 
Fund compared to benchmark
 
-15.29%
/
/
/
2.88%  lower
Find more financial data on ESML at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
Find socially responsible funds that are five-badge fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction