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ESGD vs XJR

iShares ESG Aware MSCI EAFE ETF vs iShares ESG Select Screened S&P Small-Cap ETF

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

  • XJR costs 0.08% less per year.
  • ESGD is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
  • ESGD covers global ex us markets; XJR covers north america.

Side-by-side comparison

ESGDXJR
Annual cost (TER)0.20%0.12%
Fund size (AUM)$11.3B$138M
Since20162020
Dividend yield3.39%1.00%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.5%+29.5%
CAGR 3Y+15.5%+15.1%
CAGR 5Y+8.5%+5.5%
Sharpe 3Y0.790.61
Volatility 1Y15.31%17.92%
Max drawdown-33.70%-27.14%

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

Similar to ESGD and XJR