Screener
ESGD vs EAOA
iShares ESG Aware MSCI EAFE ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF
Key differences
ESGD is an equity ETF, while EAOA is a mixed asset ETF. ESGD charges 0.20% a year and EAOA 0.18%.
- ESGD is an equity fund, while EAOA is a mixed asset fund. They carry different risk/return profiles.
- ESGD covers global markets excluding the US; EAOA covers global markets.
- ESGD is much larger than EAOA. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| ESGD | EAOA | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.18% |
| Fund size (AUM) | $11.7B | $37M |
| Since | 2016 | 2020 |
| Dividend yield | 3.31% | 1.95% |
| Asset class | equity | mixed asset |
| Region | global ex us | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.3% | +22.1% |
| CAGR 3Y | +16.4% | +17.0% |
| CAGR 5Y | +8.0% | +8.3% |
| Sharpe 3Y | 0.84 | 1.07 |
| Volatility 1Y | 15.85% | 11.29% |
| Max drawdown | -33.70% | -25.06% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.