SNPE vs SUSL

SNPEAXtrackers S&P 500 Scored & Screened ETF

SUSLAiShares ESG MSCI USA Leaders ETF

In short

SNPE The S&P 500 with roughly 200 names screened out, for 0.10% a year. SNPE keeps the plumbing of a plain core index fund and lets S&P's rules, not a stock picker, decide who stays in the basket.

SUSL ESG with a tighter filter: roughly 300 U.S. large and mid caps that out-score their own sector rivals on ESG, wrapped in an iShares index fund charging one tenth of one percent a year.

Stated mandate

SNPE The fund seeks investment results that generally correspond, before fees and expenses, to the performance of its underlying index.

SUSL The fund tracks an index of U.S. large- and mid-cap companies selected for high ESG characteristics relative to sector peers, providing exposure to higher ESG-rated companies across sectors.

Why people hold it

• SNPE A 0.10% expense ratio puts it in the cheap seats of the screened-index crowd, alongside XVV (0.08%) and ESGV (0.09%) and well under the group's typical fee.
• Plain index plumbing: it aims to match the S&P 500 Scored & Screened Index before fees, and it has hugged that mandate closely.
• Roughly 300 stocks, so the screen actually bites. Around 200 S&P 500 members are cut outright rather than quietly trimmed.
• A multi-billion-dollar Xtrackers fund running since 2019 with steady daily volume and quarterly payouts. Not a thin, untested launch.

• SUSL 0.10% a year, well under half the typical fee among U.S. ESG stock funds. Strict screening at plain-index pricing.
• Best-in-class build: names are picked for ESG strength against their own sector peers, so the fund keeps broad sector shape instead of dropping whole industries.ishares.com
• Sits in the upper half of its ESG cohort, and the portfolio hews tightly to the strict mandate on the tin rather than drifting toward the plain market.

Worth knowing

• SNPE Cutting ~200 names concentrates what's left. The megacap leaders of the parent index end up carrying even more weight here.
• The screens are S&P's, not yours. They are rules-based and reapplied at each rebalance, so the roster can shift without warning.
• Not the outright cheapest option in the group: XVV and ESGV shave a basis point or two off the fee.

• SUSL Thinly traded next to the headline ESG funds, so spreads can run wider. Order size and timing matter more here.
• Sector-relative scoring means no industry is barred outright: an energy or mining name can qualify by out-scoring its own peers.
• A few peers undercut the fee, including XVV at 0.08% and ESGV at 0.09%.

Full SNPE profile⁠

Full SUSL profile⁠