iShares ESG MSCI USA Small-Cap ETF
Fund offered by:
BlackRock/iShares
Ticker: ESMLsocially responsible
Gender equality score
Gender equality score

32
/ 100 points
Overall score
Weighted average of holding Equileap Gender Scores, normalized 0-100
Raw score: 7.12 / 22
Peer rank
Group ranking

D
21.4
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,888 out of 2,401 funds


See more funds from this group
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Gender balance score
Gender balance score
24/100
Weighted average of holding Equileap Gender Balance Scores, normalized 0-100
Raw score: 3.62 / 15
See the gender balance score criteria
Gender policies score
Gender policies score
50/100
Weighted average of holding Equileap Gender Policies Scores, normalized 0-100
Raw score: 3.50 / 7
See the gender policies score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Taylor Morrison Home Corp Class A
    0.07% of assets
    $120,867 invested
  • 2. Macy's Inc
    0.07% of assets
    $123,376 invested
  • 3. Edgewell Personal Care Co
    0.06% of assets
    $113,532 invested
  • 4. South Jersey Industries Inc
    0.23% of assets
    $426,048 invested
  • 5. AMN Healthcare Services Inc
    0.14% of assets
    $263,417 invested
  • 6. Alcoa Corp
    0.08% of assets
    $137,556 invested
  • 7. Children's Place Inc
    0.03% of assets
    $50,429 invested
  • 8. Brandywine Realty Trust
    0.38% of assets
    $682,758 invested
  • 9. First Interstate BancSystem Inc
    0.16% of assets
    $285,103 invested
  • 10. Yelp Inc Class A
    0.05% of assets
    $92,194 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. The Trade Desk Inc A
    0.34% of assets
    $621,732 invested
  • 2. Five9 Inc
    0.25% of assets
    $446,577 invested
  • 3. Inphi Corp
    0.11% of assets
    $198,390 invested
  • 4. Virtusa Corp
    0.11% of assets
    $196,845 invested
  • 5. Iridium Communications Inc
    0.09% of assets
    $157,805 invested
  • 6. United Bankshares Inc
    0.07% of assets
    $133,382 invested
  • 7. Supernus Pharmaceuticals Inc
    0.07% of assets
    $121,306 invested
  • 8. Interactive Brokers Group Inc
    0.06% of assets
    $102,705 invested
  • 9. Winnebago Industries Inc
    0.05% of assets
    $89,539 invested
  • 10. Sinclair Broadcast Group Inc
    0.04% of assets
    $68,217 invested
Financial performance
Performance data provided byMorningstarFind more financial data on ESML at Morningstar.com
Gender Equality and Returns
Returns chart for iShares ESG MSCI USA Small-Cap ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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: 4/30/20
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 
16% less  in annualized returns
Lower overall gender score 
27 / 100 points lower
Lower gender balance score 
27 / 100 points lower
Lower gender policies score 
26 / 100 points lower
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: 4/30/20
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 
16% less  in annualized returns
Lower overall gender score 
27 / 100 points lower
Lower gender balance score 
27 / 100 points lower
Lower gender policies score 
26 / 100 points lower
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: 4/30/20
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 
16% less  in annualized returns
Lower overall gender score 
27 / 100 points lower
Lower gender balance score 
27 / 100 points lower
Lower gender policies score 
26 / 100 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender score
This fund
ESML - iShares ESG MSCI USA Small-Cap ETF
-15.02%
/
/
/
32  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
0.83%
9.01%
9.08%
12%
59  / 100 points
Fund compared to benchmark
 
-15.85%
/
/
/
27  / 100 points lower
Find more financial data on ESML at Morningstar.com
What's next?
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