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EMXF vs ESGU

iShares ESG Advanced MSCI EM ETF vs iShares ESG Aware MSCI USA ETF

EMXF

iShares ESG Advanced MSCI EM ETF

iShares

Annual cost

0.16%

Fund size

$148M

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

Key differences

  • ESGU is significantly larger than EMXF — larger funds tend to be more liquid and less likely to close.
  • EMXF covers emerging markets markets; ESGU covers north america.
  • Over the last 3 years, ESGU has delivered higher annualized returns.

Side-by-side comparison

EMXFESGU
Annual cost (TER)0.16%0.15%
Fund size (AUM)$148M$16.6B
Since20202016
Dividend yield3.03%0.97%
Asset classequityequity
Regionemerging marketsnorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.9%+28.9%
CAGR 3Y+21.6%+22.7%
CAGR 5Y+8.2%+12.9%
Sharpe 3Y1.011.19
Volatility 1Y18.54%12.31%
Max drawdown-33.13%-33.87%

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

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