Screener
EAOA vs ESGE
iShares ESG Aware 80/20 Aggressive Allocation ETF vs iShares ESG Aware MSCI EM ETF
Key differences
EAOA is a mixed asset ETF, while ESGE is an equity ETF. EAOA charges 0.18% a year and ESGE 0.25%.
- EAOA is a mixed asset fund, while ESGE is an equity fund. They carry different risk/return profiles.
- EAOA covers global markets; ESGE covers emerging markets.
- EAOA costs 0.07% less per year.
- ESGE is much larger than EAOA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ESGE has delivered higher annualized returns.
Side-by-side comparison
| EAOA | ESGE | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.25% |
| Fund size (AUM) | $37M | $7.1B |
| Since | 2020 | 2016 |
| Dividend yield | 1.95% | 2.01% |
| Asset class | mixed asset | equity |
| Region | global | emerging markets |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.1% | +45.4% |
| CAGR 3Y | +17.0% | +22.9% |
| CAGR 5Y | +8.3% | +6.4% |
| Sharpe 3Y | 1.07 | 1.00 |
| Volatility 1Y | 11.29% | 21.74% |
| Max drawdown | -25.06% | -41.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.