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iSharesLarge GrowthUSXF · Nasdaq

iShares ESG Advanced MSCI USA ETF (USXF)

Price
$67.52
11 Sept 2026
Assets
$1.5B
Total net assets
Expense ratio
0.10%
Category 0.90%
Yield
0.81%
Trailing distributions
3Y CAGR
24.0%+2.1%
Category 21.9%
5Y CAGR
13.7%+3.8%
Category 9.9%
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iShares ESG Advanced MSCI USA ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.4%+0.2%+20.7%+17.7%+19.1%+24.0%+13.7%+18.3%
Large Growth average-2.1%1.2%15.6%9.0%12.3%21.9%9.9%16.6%12.8%
Difference-1.3%-1.0%+5.1%+8.8%+6.8%+2.1%+3.8%+5.5%

Holdings

The 10 largest positions make up 37.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp12.69%
AVGOBroadcom Inc6.62%
MUMicron Technology Inc4.29%
AMDAdvanced Micro Devices Inc3.04%
VVisa Inc Class A2.49%
MAMastercard Inc Class A1.89%
CSCOCisco Systems Inc1.72%
INTCIntel Corp1.56%
LRCXLam Research Corp1.49%
AMATApplied Materials Inc1.44%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
26.5
P/B
5.9
P/S
4.6
P/CF
21.8

Sector allocation

Share of the equity the fund holds.

53.4%Technology10 sectors
  1. Technology53.4%
  2. Financial services17.0%
  3. Industrials6.9%
  4. Health care6.9%
  5. Consumer discretionary6.4%
  6. Real estate3.9%
  7. Communication services2.3%
  8. Materials2.2%
  9. Consumer staples1.1%
  10. Utilities0.1%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
iShares
Category
Equity · Large Growth
Ticker
USXF
Exchange
Nasdaq
Inception
16 Jun 2020 (6.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.10% (category 0.90%)
Holdings turnover
9% (category 62%)
Distribution yield
0.81%
Beta, 3 years
1.22
Total net assets
$1.5B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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