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Compare BMO MSCI USA ESG Leaders Index ETF (ESGY) vs CI U.S. 500 Index ETF (CUSA.B) to find the best fit for your portfolio. ESGY provides Information Technology, Communication Services, and Health Care exposures, while CUSA.B is primarily weighted in Information Technology, Communication Services, and Consumer Discretionary. When evaluating costs, ESGY features a management fee (MER) of 0.2%, compared to 0.08% for CUSA.B. Performance-wise, ESGY has returned 9.66% year-to-date with -$0 M in net flows, whereas CUSA.B is at 10.96% with +$36 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
ESGY
CUSA.B
| AuM | $189.08 M | $301.14 M |
| Management Fees | 0.20% | 0.08% |
| Exp. ratio | 0.23% | 0.08% |
| Tracking Difference | 0.03% | -0.15% |
Historical performance and flows
As of June 11, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ESGY | +1.58% | +12.87% | +9.66% | +26.94% | +85.15% |
CUSA.B | +2.59% | +12.95% | +10.96% | +27.02% | +86.38% | |
| Flows | ESGY | -$4 M | -$3 M | -$0 M | -$15 M | -$2,144 M |
CUSA.B | +$9 M | +$11 M | +$36 M | +$45 M | +$47 M |
ESGY vs CUSA.B exposure
Countries
ESGY
USA
95.92%
CUSA.B
USA
96.78%
Sectors
ESGY
Information Technology
40.33%
Communication Services
13.47%
Health Care
9.34%
Consumer Discretionary
8.62%
Industrials
7.82%
Other
20.42%
CUSA.B
Information Technology
35.48%
Communication Services
11.40%
Consumer Discretionary
10.14%
Financials
9.58%
Health Care
8.52%
Industrials
7.96%
Other
16.92%
As of June 11, 2026
Top 10 Holdings
ESGY
NVIDIA
15.76%
MICROSOFT-T
9.29%
ALPHABET INC-CL
6.31%
ALPHABET INC-CL
5.24%
TESLA
3.27%
LILLY
2.13%
VISA INCORPORATION
1.76%
ADVANCED MICRO DEVICES
1.70%
JOHNSON&JOHNSON
1.70%
MASTERCARD
1.38%
CUSA.B
NVIDIA
7.52%
APPLE
6.30%
MICROSOFT-T
4.83%
AMAZON.COM INC
4.09%
ALPHABET INC-CL
3.61%
BROADCOM LIMITED
3.13%
ALPHABET INC-CL
3.10%
META PLATFORMS
2.14%
TESLA
1.78%
JPMORGAN CHASE
1.37%
Diversification
ESGY
Total weight of top 10 holdings out of 258 total
48.53%
CUSA.B
Total weight of top 10 holdings out of 504 total
37.88%
Characteristics
Compare
ESGY
CUSA.B
| Provider | BMO | CI |
| Management | Passively managed | Passively managed |
| Benchmark | MSCI USA Selection NTR Index - CAD | Solactive GBS United States 500 CAD Net Total Return Index - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 0.62% | 0.86% |
| Meets ESG criteria | Yes | No |
| Inception Date | January 24, 2020 | August 17, 2021 |
Frequently asked questions about ESGY and CUSA.B
Which ETF has performed better year to date: ESGY or CUSA.B?
As of June 11, 2026, ESGY has returned 9.66% year to date, while CUSA.B has returned 10.96%. CUSA.B is ahead on YTD performance.
Which ETF is larger by assets under management: ESGY or CUSA.B?
As of June 11, 2026, ESGY manages $189.08 M in assets, while CUSA.B manages $301.14 M. CUSA.B is the larger fund by AUM.
How are ESGY and CUSA.B managed?
ESGY is passively managed by BMO. It tracks the MSCI USA Selection NTR Index - CAD benchmark. CUSA.B is passively managed by CI. It tracks the Solactive GBS United States 500 CAD Net Total Return Index - CAD benchmark.
What sectors do ESGY and CUSA.B emphasize?
ESGY is most exposed to Information Technology, Communication Services, and Health Care. CUSA.B is most exposed to Information Technology, Communication Services, and Consumer Discretionary.
Which ETF is attracting more investor flows: ESGY or CUSA.B?
Year to date, ESGY has seen -$0.24 M in net flows, compared with +$36.09 M for CUSA.B. CUSA.B has attracted more net investor money so far.
How do the fees of ESGY and CUSA.B compare?
ESGY has an expense ratio of 0.23%, while CUSA.B has an expense ratio of 0.08%.
What are the top holdings of ESGY and CUSA.B?
ESGY's largest holdings include NVIDIA, ALPHABET INC-CL, and MICROSOFT-T. CUSA.B's top holdings include NVIDIA, ALPHABET INC-CL, and APPLE.
Which ETF is more diversified: ESGY or CUSA.B?
ESGY holds 243 securities, while CUSA.B holds 466. On holdings count, CUSA.B is the more diversified portfolio.
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