Screener
EAGG vs ESGU
iShares ESG U.S. Aggregate Bond ETF vs iShares ESG Aware MSCI USA ETF
Key differences
- ESGU is significantly larger than EAGG — larger funds tend to be more liquid and less likely to close.
- EAGG is classified as fixed income, while ESGU is equity — different risk/return profiles.
- Over the last 3 years, ESGU has delivered higher annualized returns.
Side-by-side comparison
| EAGG | ESGU | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.15% |
| Fund size (AUM) | $4.7B | $16.6B |
| Since | 2018 | 2016 |
| Dividend yield | 3.97% | 0.97% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.6% | +30.6% |
| CAGR 3Y | +3.9% | +22.6% |
| CAGR 5Y | +0.1% | +13.3% |
| Sharpe 3Y | 0.09 | 1.19 |
| Volatility 1Y | 3.83% | 12.30% |
| Max drawdown | -18.74% | -33.87% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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