Screener
ESGD vs NBCR
iShares ESG Aware MSCI EAFE ETF vs Neuberger Core Equity ETF
Key differences
Both ESGD and NBCR are equity ETFs. ESGD charges 0.20% a year and NBCR 0.29%. The main difference: ESGD covers global markets excluding the US; NBCR covers North America.
- ESGD covers global markets excluding the US; NBCR covers North America.
- ESGD costs 0.09% less per year.
- ESGD is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
- ESGD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ESGD | NBCR | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.29% |
| Fund size (AUM) | $11.7B | $886M |
| Since | 2016 | 2024 |
| Dividend yield | 3.31% | 0.42% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +18.3% | +20.7% |
| CAGR 3Y | +15.9% | N/A |
| CAGR 5Y | +7.8% | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 15.46% | 11.74% |
| Max drawdown | -33.70% | -18.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.