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ETFs

iShares MSCI KLD 400 Social ETF

DSI
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Nov 14 2006
Expense Ratio
0.25%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$9,501,951
AUM
$3,624,153,967
Associated Index
MSCI KLD 400 Social Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

MSFT
Microsoft Corporation
11.40%
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NVIDIA Corp
4.62%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
3.64%
GOOG
Alphabet Inc - Ordinary Shares - Class C
3.29%
TSLA
Tesla Inc
3.19%
V
Visa Inc - Ordinary Shares - Class A
1.83%
PG
Procter & Gamble Co.
1.70%
MA
Mastercard Incorporated - Ordinary Shares - Class A
1.58%
HD
Home Depot, Inc.
1.52%
MRK
Merck & Co Inc
1.37%
Invest with DSI

What is DSI?

The iShares MSCI KLD 400 Social Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the MSCI KLD 400 Social Index.

ETFs related toDSI

ETFs correlated to DSI include SUSL, USSG, SCHX

DSI
BlackRock Institutional Trust Company N.A. - iShares MSCI KLD 400 Social Index Fund
SUSL
iShares Trust - iShares ESG MSCI USA Leaders ETF
USSG
DBX ETF Trust - Xtrackers MSCI USA ESG Leaders Equity ETF
SCHX
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ESGV
Vanguard Group, Inc. - Vanguard ESG U.S. Stock ETF
SUSA
BlackRock Institutional Trust Company N.A. - MSCI USA ESG Select ETF
IWB
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 ETF
ESGU
iShares Trust - iShares Trust iShares ESG Aware MSCI USA ETF
VV
Vanguard Group, Inc. - Vanguard Large Cap ETF
BBUS
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
SCHK
Schwab Strategic Trust - Schwab 1000 Index ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toDSI

#DSS

Diversify with Sin Stocks

Category

Grow Your Portfolio, Diversification

Risk Rating

Aggressive

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with DSI using Composer

FAQ

DSI is a US Equities ETF. The iShares MSCI KLD 400 Social Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the MSCI KLD 400 Social Index.

DSI tracks the MSCI KLD 400 Social Index.

No, DSI is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, DSI is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on DSI is 0.0491%. This is the percent change in the value of DSI over the most recent 1-month period. The 3-month return on DSI is 0.1005%. This is the percent change in the value of DSI over the most recent 3-month period.

The standard deviation of DSI for the past year is 0.2175%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to DSI include IGE, XMMO, and SPHQ.

ETFs correlated to DSI include SUSL, USSG, and SCHX.

ETFs that are inversely correlated to DSI include SPXS, SPXU, and SDS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.