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ESGD vs XVV

iShares ESG Aware MSCI EAFE ETF vs iShares ESG Select Screened S&P 500 ETF

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Key differences

  • XVV costs 0.12% less per year.
  • ESGD is significantly larger than XVV — larger funds tend to be more liquid and less likely to close.
  • ESGD covers global ex us markets; XVV covers north america.
  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

ESGDXVV
Annual cost (TER)0.20%0.08%
Fund size (AUM)$11.3B$636M
Since20162020
Dividend yield3.39%0.92%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.5%+27.7%
CAGR 3Y+15.5%+23.1%
CAGR 5Y+8.5%+13.6%
Sharpe 3Y0.791.18
Volatility 1Y15.31%12.84%
Max drawdown-33.70%-27.20%

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

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