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DFSE vs ESGE
Dimensional Emerging Markets Sustainability Core 1 ETF vs iShares ESG Aware MSCI EM ETF
Key differences
- ESGE costs 0.16% less per year.
- ESGE is significantly larger than DFSE — larger funds tend to be more liquid and less likely to close.
- DFSE follows a active selection strategy; ESGE uses index tracking.
- Over the last 3 years, ESGE has delivered higher annualized returns.
- ESGE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFSE | ESGE | |
|---|---|---|
| Annual cost (TER) | 0.41% | 0.25% |
| Fund size (AUM) | $590M | $6.6B |
| Since | 2022 | 2016 |
| Dividend yield | 1.98% | 2.18% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | active selection | index tracking |
| CAGR 1Y | +37.9% | +45.0% |
| CAGR 3Y | +20.2% | +22.0% |
| CAGR 5Y | N/A | +6.8% |
| Sharpe 3Y | 0.94 | 0.99 |
| Volatility 1Y | 18.31% | 19.68% |
| Max drawdown | -19.77% | -41.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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