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AQWA vs ESGD

Global X Clean Water ETF vs iShares ESG Aware MSCI EAFE ETF

AQWA

Global X Clean Water ETF

Global X Funds

Annual cost

0.50%

Fund size

$26M

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • ESGD costs 0.30% less per year.
  • ESGD is significantly larger than AQWA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESGD has delivered higher annualized returns.
  • ESGD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AQWAESGD
Annual cost (TER)0.50%0.20%
Fund size (AUM)$26M$11.3B
Since20212016
Dividend yield1.41%3.39%
Asset classequityequity
Regionglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+3.5%+21.5%
CAGR 3Y+9.6%+15.5%
CAGR 5Y+5.0%+8.5%
Sharpe 3Y0.450.79
Volatility 1Y14.38%15.31%
Max drawdown-29.44%-33.70%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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