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ESGD vs SUSA

iShares ESG Aware MSCI EAFE ETF vs iShares ESG Optimized MSCI USA ETF

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

SUSA

iShares ESG Optimized MSCI USA ETF

iShares

Annual cost

0.25%

Fund size

$3.8B

Key differences

  • ESGD covers global ex us markets; SUSA covers north america.
  • Over the last 3 years, SUSA has delivered higher annualized returns.
  • SUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ESGDSUSA
Annual cost (TER)0.20%0.25%
Fund size (AUM)$11.3B$3.8B
Since20162005
Dividend yield3.39%0.88%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.5%+26.3%
CAGR 3Y+15.5%+21.3%
CAGR 5Y+8.5%+11.9%
Sharpe 3Y0.791.13
Volatility 1Y15.31%12.47%
Max drawdown-33.70%-32.93%

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

Similar to ESGD and SUSA