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ESGD vs EFIV
iShares ESG Aware MSCI EAFE ETF vs State Street SPDR S&P 500 ESG ETF
Key differences
- EFIV costs 0.10% less per year.
- ESGD is significantly larger than EFIV — larger funds tend to be more liquid and less likely to close.
- ESGD covers global ex us markets; EFIV covers north america.
- Over the last 3 years, EFIV has delivered higher annualized returns.
Side-by-side comparison
| ESGD | EFIV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.10% |
| Fund size (AUM) | $11.3B | $1.2B |
| Since | 2016 | 2020 |
| Dividend yield | 3.39% | 0.98% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.5% | +32.0% |
| CAGR 3Y | +15.5% | +22.8% |
| CAGR 5Y | +8.5% | +14.6% |
| Sharpe 3Y | 0.79 | 1.22 |
| Volatility 1Y | 15.31% | 11.91% |
| Max drawdown | -33.70% | -24.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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