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DMXF vs EFIV

iShares ESG Advanced MSCI EAFE Index ETF vs State Street SPDR S&P 500 ESG ETF

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

iShares

Annual cost

0.12%

Fund size

$992M

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Key differences

  • DMXF covers global markets; EFIV covers north america.
  • Over the last 3 years, EFIV has delivered higher annualized returns.

Side-by-side comparison

DMXFEFIV
Annual cost (TER)0.12%0.10%
Fund size (AUM)$992M$1.2B
Since20202020
Dividend yield4.52%0.98%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.3%+32.0%
CAGR 3Y+14.5%+22.8%
CAGR 5Y+7.3%+14.6%
Sharpe 3Y0.701.22
Volatility 1Y16.16%11.91%
Max drawdown-34.52%-24.52%

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

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