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EFRA vs DMXF

iShares Environmental Infrastructure and Industrials ETF vs iShares ESG Advanced MSCI EAFE Index ETF

EFRA

iShares Environmental Infrastructure and Industrials ETF

iShares

Annual cost

0.47%

Fund size

$6M

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

iShares

Annual cost

0.12%

Fund size

$992M

Key differences

  • DMXF costs 0.35% less per year.
  • DMXF is significantly larger than EFRA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DMXF has delivered higher annualized returns.

Side-by-side comparison

EFRADMXF
Annual cost (TER)0.47%0.12%
Fund size (AUM)$6M$992M
Since20222020
Dividend yield1.56%4.52%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingindex tracking
CAGR 1Y+11.8%+20.4%
CAGR 3Y+11.7%+14.4%
CAGR 5YN/A+7.5%
Sharpe 3Y0.580.69
Volatility 1Y14.09%16.19%
Max drawdown-16.25%-34.52%

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

Similar to EFRA and DMXF