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Compare BMO MSCI USA ESG Leaders Index ETF (ESGY) vs Invesco S&P 500 ESG Index ETF (ESG) to find the best fit for your portfolio. ESGY provides Information Technology, Communication Services, and Health Care exposures, while ESG is primarily weighted in Information Technology, Communication Services, and Financials. When evaluating costs, ESGY features a management fee (MER) of 0.2%, compared to 0.15% for ESG. Performance-wise, ESGY has returned 9.66% year-to-date with -$0 M in net flows, whereas ESG is at 11.12% with +$501 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
ESG
| AuM | $189.08 M | $1,085.84 M |
| Management Fees | 0.20% | 0.15% |
| Exp. ratio | 0.23% | 0.16% |
| Tracking Difference | 0.03% | -0.03% |
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% |
ESG | +2.88% | +12.91% | +11.12% | +30.40% | +83.68% | |
| Flows | ESGY | -$4 M | -$3 M | -$0 M | -$15 M | -$2,144 M |
ESG | +$199 M | +$461 M | +$501 M | +$511 M | +$673 M |
ESGY vs ESG exposure
Countries
ESGY
USA
95.92%
ESG
USA
96.07%
Sectors
ESGY
Information Technology
40.33%
Communication Services
13.47%
Health Care
9.34%
Consumer Discretionary
8.62%
Industrials
7.82%
Other
20.42%
ESG
Information Technology
40.73%
Communication Services
13.94%
Financials
9.22%
Health Care
9.05%
Other
27.06%
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%
ESG
NVIDIA
12.25%
APPLE
9.56%
MICROSOFT-T
7.59%
ALPHABET INC-CL
4.91%
ALPHABET INC-CL
3.91%
META PLATFORMS
3.52%
LILLY
1.63%
EXXON
1.56%
MICRON TECHNOLOGY
1.41%
VISA INCORPORATION
1.35%
Diversification
ESGY
Total weight of top 10 holdings out of 258 total
48.53%
ESG
Total weight of top 10 holdings out of 310 total
47.69%
Characteristics
Compare
ESGY
ESG
| Provider | BMO | Invesco |
| Management | Passively managed | Passively managed |
| Benchmark | MSCI USA Selection NTR Index - CAD | S&P 500 Scored & Screened NTR Index - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 0.62% | 0.75% |
| Meets ESG criteria | Yes | Yes |
| Inception Date | January 24, 2020 | March 5, 2020 |
Frequently asked questions about ESGY and ESG
Which ETF has performed better year to date: ESGY or ESG?
As of June 11, 2026, ESGY has returned 9.66% year to date, while ESG has returned 11.12%. ESG is ahead on YTD performance.
Which ETF is larger by assets under management: ESGY or ESG?
As of June 11, 2026, ESGY manages $189.08 M in assets, while ESG manages $1.09 B. ESG is the larger fund by AUM.
How are ESGY and ESG managed?
ESGY is passively managed by BMO. It tracks the MSCI USA Selection NTR Index - CAD benchmark. ESG is passively managed by Invesco. It tracks the S&P 500 Scored & Screened NTR Index - CAD benchmark.
What sectors do ESGY and ESG emphasize?
ESGY is most exposed to Information Technology, Communication Services, and Health Care. ESG is most exposed to Information Technology, Communication Services, and Financials.
Which ETF is attracting more investor flows: ESGY or ESG?
Year to date, ESGY has seen -$0.24 M in net flows, compared with +$500.79 M for ESG. ESG has attracted more net investor money so far.
How do the fees of ESGY and ESG compare?
ESGY has an expense ratio of 0.23%, while ESG has an expense ratio of 0.16%.
What are the top holdings of ESGY and ESG?
ESGY's largest holdings include NVIDIA, ALPHABET INC-CL, and MICROSOFT-T. ESG's top holdings include NVIDIA, APPLE, and ALPHABET INC-CL.
Which ETF is more diversified: ESGY or ESG?
ESGY holds 243 securities, while ESG holds 297. On holdings count, ESG is the more diversified portfolio.
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