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iShares MSCI KLD 400 Social ETF (DSI) belongs to the Large Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with DSI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DSI

DSI charges 0.25% annually. There are 48 ETFs in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.


Best Risk-Adjusted Alternatives to DSI

DSI has a PortfoliosLab risk / return rank of 54. There are 62 ETFs in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 85.


Top Performing DSI Alternatives (YTD)

DSI is at 8.47% YTD. There are 87 ETFs in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.26%.


Lowest Volatility Alternatives to DSI

DSI has 13.79% 1-year volatility. There are 58 ETFs in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.56%.


Lowest Drawdown Alternatives to DSI

DSI has a 1-year max drawdown of -11.05%. There are 64 ETFs in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -5.45%.


Other ETFs from iShares

The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 13 categories. AUM among these funds goes as high as $838B.


Often Compared With DSI

Investors most often compare DSI with SPY, VOO, FSLEX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street SPDR S&P 500 ETFS&P 500
59
8.15%
765.27BJan 1993DSI vs SPY
Vanguard S&P 500 ETFS&P 500
59
8.19%
1.70TSep 2010DSI vs VOO
Fidelity Environment and Alternative Energy FundAlternative Energy Equities
58
16.90%
Jun 1989DSI vs FSLEX
Vanguard Total Stock Market ETFLarge Cap Blend Equities
59
8.82%
2.30TMay 2001DSI vs VTI
iShares ESG Aware MSCI USA Index ETFLarge Cap Growth Equities
63
12.20%
729.05MMar 2019DSI vs XSUS.TO
Invesco QQQ ETFNasdaq-100
59
16.45%
493.17BMar 1999DSI vs QQQ
S&P 500 Index
61
7.60%
DSI vs ^GSPC
Harbor Large Cap Value FundLarge Cap Blend Equities
12
1.12%
Dec 1987DSI vs HAVLX
Vanguard Russell 1000 Growth ETFLarge Cap Growth Equities
29
1.56%
54.80BSep 2010DSI vs VONG
State Street SPDR S&P 500 Fossil Fuel Reserves Fre...S&P 500
55
7.48%
2.73BNov 2015DSI vs SPYX
iShares ESG MSCI USA Leaders ETFLarge Cap Growth Equities
54
7.19%
1.15BMay 2019DSI vs SUSL
Vanguard ESG U.S. Stock ETFLarge Cap Blend Equities, ESG
48
7.75%
13.30BSep 2018DSI vs ESGV
iShares ESG Aware MSCI USA ETFLarge Cap Blend Equities, ESG
58
8.38%
17.43BDec 2016DSI vs ESGU
iShares Core S&P Total U.S. Stock Market ETFLarge Cap Blend Equities
59
8.94%
93.53BJan 2004DSI vs ITOT
JPMorgan Nasdaq Equity Premium Income ETFNasdaq-100, Derivative Income
63
7.85%
40.03BMay 2022DSI vs JEPQ
SPDR Gold SharesGold, Precious Metals
22
-4.79%
138.96BNov 2004DSI vs GLD
JPMorgan BetaBuilders U.S. Equity ETFLarge Cap Blend Equities
56
7.57%
8.54BMar 2019DSI vs BBUS
Dow Jones Industrial Average
55
7.50%
DSI vs ^DJI
iShares ESG Aware MSCI EAFE ETFForeign Large Cap Equities
39
8.26%
11.79BJun 2016DSI vs ESGD
Global X NASDAQ 100 Collar 95-110 ETFNasdaq-100, Hedge Fund
25
0.21%
4.05MAug 2021DSI vs QCLR

Compare DSI with Any Fund or Stock

Compare DSI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair DSI with funds that move differently

iShares MSCI KLD 400 Social ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSI.

Explore DSI Diversifiers