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
Jan 31, 2020
Shareclass name
iShares ESG MSCI USA Small-Cap ETF
% of fund assets screened
99%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$124.87 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
58
Total % invested in fossil fuel stocks
5.46%
Total assets invested in fossil fuel stocks
$6.83 MILLION
Fossil fuel badges (legacy grade)
Fossil fuel grade
C
Clean200 totals
Total Clean200 stock holdings
6
Total % invested in Clean200 stocks
0.44%
Total assets invested in Clean200 stocks
$553,082
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: 1/31/20
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 
-9.92% less in annualized returns
Less invested in fossil fuels 
3.49% less invested
Higher carbon footprint 
9 tonnes CO2e/$1M USD higher
Less invested in Clean200 
8.59% 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: 1/31/20
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 
-9.92% less in annualized returns
Less invested in fossil fuels 
3.49% less invested
Higher carbon footprint 
9 tonnes CO2e/$1M USD higher
Less invested in Clean200 
8.59% 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: 1/31/20
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 
-9.92% less in annualized returns
Less invested in fossil fuels 
3.49% less invested
Higher carbon footprint 
9 tonnes CO2e/$1M USD higher
Less invested in Clean200 
8.59% 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
12%
/
/
/
5.46% 
Benchmark
IVV - iShares Core S&P 500 ETF
22%
15%
12%
14%
8.94% 
Fund compared to benchmark
 
-9.92%
/
/
/
3.49%  lower
Find more financial data on ESML at Morningstar.com
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