iShares ESG MSCI KLD 400 ETF (DSI) Stock Analysis

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• A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

iShares ESG MSCI KLD 400 ETF (DSI) Financial Services Profile

iShares ESG MSCI KLD 400 ETF (DSI) offers exposure to U.S. companies with strong ESG profiles, tracking an index focused on positive environmental, social, and governance characteristics. With a $5.42B market cap, DSI provides a socially responsible investment option within the asset management sector, appealing to investors prioritizing ESG factors.

What Is the Investment Thesis for DSI?

The iShares ESG MSCI KLD 400 ETF (DSI) presents a compelling investment thesis centered on the increasing investor demand for ESG-focused investments. With a market capitalization of $5.42B, DSI offers exposure to approximately 400 U.S. companies demonstrating strong ESG characteristics. The fund's value is driven by its ability to attract investors seeking to align their investments with their values. Growth catalysts include the rising awareness of ESG issues, increasing regulatory support for sustainable investing, and the potential for enhanced long-term returns from ESG-focused companies. However, potential risks include the fund's beta of 1.10, indicating higher volatility compared to the broader market, and the absence of dividend yield, which may deter income-seeking investors. The fund's success hinges on its ability to maintain its ESG focus and attract investors seeking socially responsible investment options.

Based on FMP financials and quantitative analysis

DSI Key Highlights

Market Cap: $4.93 billion, reflecting substantial investor interest in ESG-focused investments.

• Beta: 1.10, indicating higher volatility compared to the broader market.
• Dividend Yield: None, which may deter income-seeking investors.
• Focus on ESG: The ETF tracks an index of U.S. companies with positive environmental, social, and governance characteristics.
• Managed by BlackRock: Ensuring professional oversight and adherence to the fund's stated objectives.

Who Are DSI's Competitors?

DSI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are DSI's Key Strengths?

Strong ESG focus

• Diversified portfolio
• Managed by BlackRock
• Tracks a well-known ESG index

What Are DSI's Weaknesses?

Higher beta compared to the broader market

• No dividend yield
• Potential for greenwashing
• Dependence on the performance of the MSCI KLD 400 Social Index

What Could Drive DSI Stock Higher?

Increasing investor demand for ESG-focused investments.

• Growing regulatory support for sustainable investing.
• Potential for enhanced long-term returns from ESG-focused companies.

What Are the Key Risks for DSI?

Higher beta compared to the broader market.

• No dividend yield, which may deter income-seeking investors.
• Changes in ESG standards and regulations.
• Economic downturn.

What Are the Growth Opportunities for DSI?

• Increased ESG Awareness: The growing awareness of environmental, social, and governance issues is driving demand for ESG-focused investments. As more investors seek to align their investments with their values, DSI is well-positioned to attract capital. Timeline: Ongoing.
• Regulatory Support: Increasing regulatory support for sustainable investing is creating a favorable environment for ESG-focused funds like DSI. Governments and regulatory bodies are implementing policies and incentives to promote ESG investing, which could further drive demand for DSI. Timeline: Ongoing.
• Enhanced Long-Term Returns: Studies have shown that ESG-focused companies may generate enhanced long-term returns due to their sustainable business practices and responsible management. By investing in companies with strong ESG profiles, DSI has the potential to deliver superior financial performance to its investors. Timeline: Ongoing.
• Expansion of ESG Criteria: The expansion of ESG criteria to include a broader range of factors, such as diversity and inclusion, is creating new opportunities for DSI. By incorporating these factors into its ESG screening process, DSI can attract a wider range of investors and further differentiate itself from its competitors. Timeline: Ongoing.
• Partnerships and Collaborations: Forming partnerships and collaborations with other organizations in the ESG space can help DSI expand its reach and enhance its brand recognition. By working with NGOs, research institutions, and other ESG-focused companies, DSI can strengthen its position in the market and attract new investors. Timeline: Ongoing.

What Threats Does DSI Face?

• Competition from other ESG ETFs
• Changes in ESG standards and regulations
• Economic downturn
• Geopolitical risks

What Are DSI's Competitive Advantages?

• Brand recognition: iShares is a well-known and respected brand in the ETF industry.
• Scale: DSI has a significant market capitalization, providing economies of scale.
• ESG focus: DSI's focus on ESG factors differentiates it from other ETFs.
• Index tracking: DSI tracks the MSCI KLD 400 Social Index, which is a widely recognized ESG index.

What Does DSI Do?

The iShares ESG MSCI KLD 400 ETF (DSI) was created to provide investors with a socially responsible investment option. It operates by tracking the investment results of the MSCI KLD 400 Social Index, which is composed of U.S. companies that exhibit positive environmental, social, and governance (ESG) characteristics. The fund selects companies based on their performance in areas such as environmental sustainability, ethical labor practices, and corporate governance. DSI offers a diversified portfolio of approximately 400 U.S. companies, allowing investors to gain exposure to a broad range of sectors while adhering to ESG principles. As of 2026, DSI has a market cap of $5.42B, reflecting its significant presence in the ESG investment landscape. The ETF is managed by BlackRock, a global investment management firm, ensuring professional oversight and adherence to the fund's stated objectives. DSI's focus on ESG factors aligns with the growing demand for socially responsible investing, making it an appealing option for investors seeking both financial returns and positive social impact.

What Products and Services Does DSI Offer?

• Tracks the investment results of the MSCI KLD 400 Social Index.
• Invests in U.S. companies with positive environmental, social, and governance (ESG) characteristics.
• Provides investors with exposure to a diversified portfolio of approximately 400 U.S. companies.
• Offers a socially responsible investment option.
• Allows investors to align their investments with their values.
• Managed by BlackRock, a global investment management firm.
• Focuses on companies with strong performance in areas such as environmental sustainability, ethical labor practices, and corporate governance.

How Does DSI Make Money?

• Tracks the MSCI KLD 400 Social Index, which is composed of U.S. companies with positive ESG characteristics.
• Generates revenue through management fees charged to investors.
• Attracts investors seeking socially responsible investment options.

What Industry Does DSI Operate In?

The iShares ESG MSCI KLD 400 ETF (DSI) operates within the asset management industry, which is experiencing significant growth in ESG investing. Market trends indicate a rising demand for socially responsible investment options, driven by increasing awareness of environmental and social issues. The competitive landscape includes other ESG-focused ETFs and mutual funds, such as GSIE, OMFL, SCHC, SCHK, and SHLD, each with its own approach to ESG screening and portfolio construction. DSI differentiates itself by tracking the MSCI KLD 400 Social Index, which focuses on companies with positive ESG characteristics.

Who Are DSI's Key Customers?

• Individual investors seeking socially responsible investment options.
• Institutional investors looking to incorporate ESG factors into their portfolios.
• Financial advisors recommending ESG-focused investments to their clients.

DSI Valuation & Market Position

With a $5.42B market cap, iShares ESG MSCI KLD 400 ETF sits in the mid-cap segment of the market. Relative to its peer group, DSI's quantitative score of 47/100 is roughly in line with the peer average of 48/100.

Return on equity for iShares ESG MSCI KLD 400 ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. DSI trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.

DSI Financials

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DSI Analyst Consensus

DSI MoonshotScore

Common Questions About DSI (Financial Services)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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