ESGV vs SUSA: Holdings Overlap
ESGVVanguard Esg U.S. Stock ETF
Vanguard · 1235 holdings · $13.1B · as of 2026-05-31
SUSAiShares ESG Optimized MSCI USA ETF
iShares · 170 holdings · $4.1B · as of 2026-04-30
Holdings snapshots are 31 days apart (ESGV: 2026-05-31, SUSA: 2026-04-30). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are ESGV and SUSA?
Vanguard Esg U.S. Stock ETF (ESGV, by Vanguard) holds 1235 positions; iShares ESG Optimized MSCI USA ETF (SUSA, by iShares) holds 170. They have 144 holdings in common, and by portfolio weight the two funds are 50.9% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 50.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 144ESGV holds 1235 · SUSA holds 170
- Weight in Shared Holdings
- ESGV 60%·SUSA 86%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in ESGV
1091 of 1235 positions (39.5% of the fund) are not held by SUSA. Showing the top 30 by weight.
Sector Breakdown
| Sector | ESGV | SUSA |
|---|---|---|
| Information Technology | 41.9% | 38.2% |
| Communication Services | 12.2% | 8.5% |
| Financials | 11.6% | 11.9% |
| Consumer Discretionary | 11.5% | 5.9% |
| Industrials | 4.7% | 11.3% |
| Other Sectors | 17.6% | 24.1% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ESGV | +3.6% | +13.9% | +23.4% | +21.2% | +11.9% | — | 0.84% |
| SUSA | +3.0% | +14.4% | +24.2% | +19.9% | +11.2% | +14.9% | 0.82% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in ESGV vs SUSA →
Shared Holdings(144)
The top 10 shared positions account for 62% of the overlap, led by NVDA, AAPL and MSFT.
 NVDANVIDIA Corp. COM | 8.37% | 7.92% | 7.92% |
|---|---|---|---|
 AAPLApple Inc. COM | 7.62% | 5.35% | 5.35% |
 MSFTMicrosoft Corp. COM | 5.66% | 4.35% | 4.35% |
 AVGOBroadcom Inc COM | 3.50% | 3.07% | 3.07% |
 GOOGAlphabet Inc. CAP STK CL C | 3.02% | 3.84% | 3.02% |
 GOOGLAlphabet Inc. CAP STK CL A | 3.74% | 3.01% | 3.01% |
 TSLATesla Inc COM | 2.08% | 1.63% | 1.63% |
 LLYEli Lilly & Co. COM | 1.50% | 1.21% | 1.21% |
 AMDAdvanced Micro Devices Inc. COM | 1.41% | 1.12% | 1.12% |
 VVisa, Inc., Class A | 0.93% | 0.97% | 0.93% |
 INTCIntel Corporation COM | 0.86% | 0.96% | 0.86% |
 LRCXLam Research Corporation COM NEW | 0.68% | 1.03% | 0.68% |
 MAMasterCard Incorporated CL A | 0.67% | 0.92% | 0.67% |
 CSCOCisco Systems, Inc. COM | 0.81% | 0.67% | 0.67% |
 MUMicron Technology Inc. COM | 1.84% | 0.63% | 0.63% |
 AMATApplied Materials Inc. COM | 0.60% | 1.51% | 0.60% |
 PGThe Procter & Gamble Co. COM | 0.57% | 0.58% | 0.57% |
 HDHome Depot, Inc. (The) | 0.53% | 1.14% | 0.53% |
 TXNTexas Instruments Inc. COM | 0.47% | 0.58% | 0.47% |
 MSMorgan Stanley COM NEW | 0.40% | 1.38% | 0.40% |
 PANWPalo Alto Networks Inc COM | 0.38% | 0.66% | 0.38% |
 KOCoca-Cola Co (The) COM | 0.52% | 0.36% | 0.36% |
 VZVerizon Communications Inc. COM | 0.34% | 0.45% | 0.34% |
 ORCLOracle Corp. COM | 0.64% | 0.31% | 0.31% |
 WDCWestern Digital Corp. COM | 0.31% | 0.94% | 0.31% |
Frequently Asked Questions
How much do ESGV and SUSA overlap?
ESGV and SUSA overlap by 50.9% of portfolio weight. They share 144 holdings (ESGV holds 1235 positions and SUSA holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ESGV and SUSA?
The two portfolios are 50.9% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of ESGV and SUSA?
The largest positions held by both funds are NVDA, AAPL, MSFT, AVGO and GOOG. Together the top 10 shared positions account for 62% of the total overlap.
What does ESGV own that SUSA doesn't?
1091 positions (39.5% of ESGV) are unique to ESGV, led by AMZN, META and JPM. In the other direction, 26 positions (13.8% of SUSA) are unique to SUSA.