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ERET vs ESGE

Ishares Environmentally Aware Real Estate ETF vs iShares ESG Aware MSCI EM ETF

ERET

Ishares Environmentally Aware Real Estate ETF

iShares

Annual cost

0.30%

Fund size

$14M

ESGE

iShares ESG Aware MSCI EM ETF

iShares

Annual cost

0.25%

Fund size

$6.6B

Key differences

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

Side-by-side comparison

ERETESGE
Annual cost (TER)0.30%0.25%
Fund size (AUM)$14M$6.6B
Since20222016
Dividend yield3.49%2.18%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+16.1%+50.6%
CAGR 3Y+10.2%+23.7%
CAGR 5YN/A+7.4%
Sharpe 3Y0.481.06
Volatility 1Y11.94%20.02%
Max drawdown-20.29%-41.07%

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

Similar to ERET and ESGE