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EFA vs ESGD

iShares MSCI EAFE ETF vs iShares ESG Aware MSCI EAFE ETF

EFA

iShares MSCI EAFE ETF

iShares

Annual cost

0.32%

Fund size

$75.6B

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • ESGD costs 0.12% less per year.
  • EFA is significantly larger than ESGD — larger funds tend to be more liquid and less likely to close.
  • EFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFAESGD
Annual cost (TER)0.32%0.20%
Fund size (AUM)$75.6B$11.3B
Since20012016
Dividend yield3.17%3.39%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+22.4%+21.5%
CAGR 3Y+16.0%+15.5%
CAGR 5Y+8.9%+8.5%
Sharpe 3Y0.820.79
Volatility 1Y15.12%15.31%
Max drawdown-34.19%-33.70%

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

Similar to EFA and ESGD