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EFV vs ESGD

iShares MSCI EAFE Value ETF vs iShares ESG Aware MSCI EAFE ETF

EFV

iShares MSCI EAFE Value ETF

iShares

Annual cost

0.31%

Fund size

$30.0B

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • ESGD costs 0.11% less per year.
  • Over the last 3 years, EFV has delivered higher annualized returns.
  • EFV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFVESGD
Annual cost (TER)0.31%0.20%
Fund size (AUM)$30.0B$11.3B
Since20052016
Dividend yield3.83%3.39%
Asset classequityequity
Regionglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.9%+21.5%
CAGR 3Y+21.9%+15.5%
CAGR 5Y+12.7%+8.5%
Sharpe 3Y1.190.79
Volatility 1Y14.25%15.31%
Max drawdown-43.16%-33.70%

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

Similar to EFV and ESGD