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ESGE vs DFEM

iShares ESG Aware MSCI EM ETF vs Dimensional Emerging Markets Core Equity 2 ETF

ESGE

iShares ESG Aware MSCI EM ETF

iShares

Annual cost

0.25%

Fund size

$6.6B

DFEM

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional Fund Advisors

Annual cost

0.39%

Fund size

$8.5B

Key differences

  • ESGE costs 0.14% less per year.
  • ESGE follows a index tracking strategy; DFEM uses active selection.
  • ESGE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ESGEDFEM
Annual cost (TER)0.25%0.39%
Fund size (AUM)$6.6B$8.5B
Since20162022
Dividend yield2.18%1.98%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingactive selection
CAGR 1Y+45.0%+44.4%
CAGR 3Y+22.0%+22.2%
CAGR 5Y+6.8%N/A
Sharpe 3Y0.991.08
Volatility 1Y19.68%18.02%
Max drawdown-41.07%-20.82%

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

Similar to ESGE and DFEM