Screener
ESGD vs EAOK
iShares ESG Aware MSCI EAFE ETF vs iShares ESG Aware 30/70 Conservative Allocation ETF
Key differences
ESGD is an equity ETF, while EAOK is a mixed asset ETF. ESGD charges 0.20% a year and EAOK 0.18%.
- ESGD is an equity fund, while EAOK is a mixed asset fund. They carry different risk/return profiles.
- ESGD covers global markets excluding the US; EAOK covers North America.
- ESGD is much larger than EAOK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ESGD has delivered higher annualized returns.
Side-by-side comparison
| ESGD | EAOK | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.18% |
| Fund size (AUM) | $11.7B | $9M |
| Since | 2016 | 2020 |
| Dividend yield | 3.31% | 3.14% |
| Asset class | equity | mixed asset |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.3% | +11.2% |
| CAGR 3Y | +16.4% | +8.9% |
| CAGR 5Y | +8.0% | +3.2% |
| Sharpe 3Y | 0.84 | 0.80 |
| Volatility 1Y | 15.85% | 5.74% |
| Max drawdown | -33.70% | -19.91% |
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