iShares MSCI KLD 400 Social ETF

Shareclass
iShares MSCI KLD 400 Social ETF (DSI)
Type
Exchange-traded fund
Sustainability mandate
Gender equality score
Gender equality score

55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
84.9
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 385 out of 2,536 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the 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. International Flavors & Fragrances Inc
    0.09% of assets
    $3.68M invested
  • 2. General Mills Inc
    0.16% of assets
    $6.75M invested
  • 3. Procter & Gamble Co
    1.62% of assets
    $66.36M invested
  • 4. Cummins Inc
    0.15% of assets
    $6.06M invested
  • 5. Marriott International Inc Class A
    0.27% of assets
    $10.91M invested
  • 6. Biogen Inc
    0.16% of assets
    $6.38M invested
  • 7. JM Smucker Co
    0.06% of assets
    $2.5M invested
  • 8. Welltower Inc
    0.2% of assets
    $8.03M invested
  • 9. Hilton Worldwide Holdings Inc
    0.22% of assets
    $8.95M invested
  • 10. Mastercard Inc Class A
    1.65% of assets
    $67.72M 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. Loews Corp
    0.06% of assets
    $2.5M invested
  • 2. U-Haul Holding Co Ordinary Shares - Series N
    0.03% of assets
    $1.1M invested
  • 3. Lucid Group Inc Shs
    0.01% of assets
    $542,662 invested
  • 4. International Bancshares Corp
    0.01% of assets
    $539,383 invested
  • 5. PACCAR Inc
    0.23% of assets
    $9.42M invested
  • 6. Builders FirstSource Inc
    0.1% of assets
    $3.9M invested
  • 7. Cognex Corp
    0.03% of assets
    $1.12M invested
  • 8. Jack In The Box Inc
    <0.01% of assets
    $288,411 invested
  • 9. Topgolf Callaway Brands Corp
    <0.01% of assets
    $355,234 invested
  • 10. GameStop Corp Class A
    0.02% of assets
    $697,740 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on DSI at Morningstar.com
Gender Equality and Returns
Returns chart for iShares MSCI KLD 400 Social 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
DSI
iShares MSCI KLD 400 Social ETF
Family
BlackRock/iShares
Category
Large 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: 1/31/24
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 10-yr returns 
0.29% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
DSI
iShares MSCI KLD 400 Social ETF
Family
BlackRock/iShares
Category
Large 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: 1/31/24
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 10-yr returns 
0.29% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
DSI
iShares MSCI KLD 400 Social ETF
Family
BlackRock/iShares
Category
Large 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: 1/31/24
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 10-yr returns 
0.29% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
DSI - iShares MSCI KLD 400 Social ETF
22%
11%
15%
12%
55  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
55  / 100 points
Fund compared to benchmark
 
1.44%
-0.19%
0.3%
-0.29%
Same
Find more financial data on DSI at Morningstar.com
What's next?
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