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EGUS vs ESML

Ishares ESG Aware MSCI USA Growth ETF vs iShares ESG Aware MSCI USA Small-Cap ETF

EGUS

Ishares ESG Aware MSCI USA Growth ETF

iShares

Annual cost

0.18%

Fund size

$26M

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

iShares

Annual cost

0.17%

Fund size

$2.3B

Key differences

  • ESML is significantly larger than EGUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EGUS has delivered higher annualized returns.
  • ESML has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EGUSESML
Annual cost (TER)0.18%0.17%
Fund size (AUM)$26M$2.3B
Since20232018
Dividend yield0.21%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.8%+34.4%
CAGR 3Y+28.1%+17.5%
CAGR 5YN/A+7.1%
Sharpe 3Y1.200.74
Volatility 1Y16.43%16.76%
Max drawdown-24.87%-41.97%

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

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