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DMXF vs EAOA

iShares ESG Advanced MSCI EAFE Index ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

Annual cost

0.12%

Fund size

$1.1B

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

Annual cost

0.18%

Fund size

$37M

Key differences

DMXF is an equity ETF, while EAOA is a mixed asset ETF. DMXF charges 0.12% a year and EAOA 0.18%.

  • DMXF is an equity fund, while EAOA is a mixed asset fund. They carry different risk/return profiles.
  • DMXF covers global markets excluding the US; EAOA covers global markets.
  • DMXF costs 0.06% less per year.
  • DMXF is much larger than EAOA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EAOA has delivered higher annualized returns.

Side-by-side comparison

DMXFEAOA
Annual cost (TER)0.12%0.18%
Fund size (AUM)$1.1B$37M
Since20202020
Dividend yield4.36%1.95%
Asset classequitymixed asset
Regionglobal ex usglobal
Strategyindex trackingindex tracking
CAGR 1Y+18.6%+22.1%
CAGR 3Y+15.4%+17.0%
CAGR 5Y+6.9%+8.3%
Sharpe 3Y0.741.07
Volatility 1Y16.80%11.29%
Max drawdown-34.52%-25.06%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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