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EGUS vs ESGD

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

EGUS

Ishares ESG Aware MSCI USA Growth ETF

Annual cost

0.18%

Fund size

$28M

ESGD

iShares ESG Aware MSCI EAFE ETF

Annual cost

0.20%

Fund size

$11.7B

Key differences

Both EGUS and ESGD are equity ETFs. EGUS charges 0.18% a year and ESGD 0.20%. The main difference: EGUS covers North America; ESGD covers global markets excluding the US.

  • EGUS covers North America; ESGD covers global markets excluding the US.
  • ESGD is much larger than EGUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EGUS has delivered higher annualized returns.
  • ESGD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EGUSESGD
Annual cost (TER)0.18%0.20%
Fund size (AUM)$28M$11.7B
Since20232016
Dividend yield0.19%3.31%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+18.3%
CAGR 3Y+26.0%+15.9%
CAGR 5YN/A+7.8%
Sharpe 3Y1.110.81
Volatility 1Y16.76%15.46%
Max drawdown-24.87%-33.70%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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