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DFEM vs ESGE

Dimensional Emerging Markets Core Equity 2 ETF vs iShares ESG Aware MSCI EM ETF

DFEM

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional Fund Advisors

Annual cost

0.39%

Fund size

$8.5B

ESGE

iShares ESG Aware MSCI EM ETF

iShares

Annual cost

0.25%

Fund size

$6.6B

Key differences

  • ESGE costs 0.14% less per year.
  • DFEM follows a active selection strategy; ESGE uses index tracking.
  • ESGE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFEMESGE
Annual cost (TER)0.39%0.25%
Fund size (AUM)$8.5B$6.6B
Since20222016
Dividend yield1.98%2.18%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+44.4%+45.0%
CAGR 3Y+22.2%+22.0%
CAGR 5YN/A+6.8%
Sharpe 3Y1.080.99
Volatility 1Y18.02%19.68%
Max drawdown-20.82%-41.07%

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

Similar to DFEM and ESGE