Screener
EAOA vs ESGD
iShares ESG Aware 80/20 Aggressive Allocation ETF vs iShares ESG Aware MSCI EAFE ETF
Key differences
EAOA is a mixed asset ETF, while ESGD is an equity ETF. EAOA charges 0.18% a year and ESGD 0.20%.
- EAOA is a mixed asset fund, while ESGD is an equity fund. They carry different risk/return profiles.
- EAOA covers global markets; ESGD covers global markets excluding the US.
- ESGD is much larger than EAOA. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| EAOA | ESGD | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.20% |
| Fund size (AUM) | $37M | $11.7B |
| Since | 2020 | 2016 |
| Dividend yield | 1.95% | 3.31% |
| Asset class | mixed asset | equity |
| Region | global | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.1% | +20.3% |
| CAGR 3Y | +17.0% | +16.4% |
| CAGR 5Y | +8.3% | +8.0% |
| Sharpe 3Y | 1.07 | 0.84 |
| Volatility 1Y | 11.29% | 15.85% |
| Max drawdown | -25.06% | -33.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.