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EFG vs ESGD

iShares MSCI EAFE Growth ETF vs iShares ESG Aware MSCI EAFE ETF

EFG

iShares MSCI EAFE Growth ETF

iShares

Annual cost

0.34%

Fund size

$15.2B

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • ESGD costs 0.14% less per year.
  • Over the last 3 years, ESGD has delivered higher annualized returns.
  • EFG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFGESGD
Annual cost (TER)0.34%0.20%
Fund size (AUM)$15.2B$11.3B
Since20052016
Dividend yield2.41%3.39%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+14.9%+21.5%
CAGR 3Y+10.3%+15.5%
CAGR 5Y+4.8%+8.5%
Sharpe 3Y0.460.79
Volatility 1Y17.18%15.31%
Max drawdown-35.78%-33.70%

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

Similar to EFG and ESGD