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ESGE vs DFSE
iShares ESG Aware MSCI EM ETF vs Dimensional Emerging Markets Sustainability Core 1 ETF
Key differences
- ESGE costs 0.16% less per year.
- ESGE is significantly larger than DFSE — larger funds tend to be more liquid and less likely to close.
- ESGE follows a index tracking strategy; DFSE uses active selection.
- Over the last 3 years, ESGE has delivered higher annualized returns.
- ESGE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ESGE | DFSE | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.41% |
| Fund size (AUM) | $6.6B | $590M |
| Since | 2016 | 2022 |
| Dividend yield | 2.18% | 1.98% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | active selection |
| CAGR 1Y | +45.0% | +37.9% |
| CAGR 3Y | +22.0% | +20.2% |
| CAGR 5Y | +6.8% | N/A |
| Sharpe 3Y | 0.99 | 0.94 |
| Volatility 1Y | 19.68% | 18.31% |
| Max drawdown | -41.07% | -19.77% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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