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ERET vs USXF

Ishares Environmentally Aware Real Estate ETF vs iShares ESG Advanced MSCI USA ETF

ERET

Ishares Environmentally Aware Real Estate ETF

iShares

Annual cost

0.30%

Fund size

$14M

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • USXF costs 0.20% less per year.
  • USXF is significantly larger than ERET — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USXF has delivered higher annualized returns.

Side-by-side comparison

ERETUSXF
Annual cost (TER)0.30%0.10%
Fund size (AUM)$14M$1.3B
Since20222020
Dividend yield3.49%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.1%+35.8%
CAGR 3Y+10.2%+27.2%
CAGR 5YN/A+15.8%
Sharpe 3Y0.481.21
Volatility 1Y11.94%16.19%
Max drawdown-20.29%-29.54%

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

Similar to ERET and USXF