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iShares ESG Aware MSCI USA Small-Cap ETF ESML

Analyst rating as of
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Morningstar’s Analysis

Will ESML outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Small-cap exposure for socially conscious investors.

Associate Analyst

Summary

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IShares ESG Aware MSCI USA Small-Cap ETF ESML balances an environmental, social, and governance remit with the benefits of a broad, market-cap-weighted, low-turnover portfolio. It incorporates ESG considerations while keeping close tabs on tracking error relative to its parent index, the MSCI USA Small Cap Index. The fund doesn't charge a premium for being green. Its 0.17% expense ratio ranks in the Morningstar Category's cheapest decile. So while we've downgraded the fund's Process Pillar rating to Above Average from High in acknowledgement of the liquidity challenges in this segment of the market, the fund retains its Morningstar Analyst Rating of Silver.

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