Screener
ESGE vs EAOA
iShares ESG Aware MSCI EM ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF
Key differences
ESGE is an equity ETF, while EAOA is a mixed asset ETF. ESGE charges 0.25% a year and EAOA 0.18%.
- ESGE is an equity fund, while EAOA is a mixed asset fund. They carry different risk/return profiles.
- ESGE covers emerging markets; EAOA covers global markets.
- EAOA costs 0.07% less per year.
- ESGE is much larger than EAOA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ESGE has delivered higher annualized returns.
Side-by-side comparison
| ESGE | EAOA | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.18% |
| Fund size (AUM) | $7.1B | $37M |
| Since | 2016 | 2020 |
| Dividend yield | 2.01% | 1.95% |
| Asset class | equity | mixed asset |
| Region | emerging markets | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +45.4% | +22.1% |
| CAGR 3Y | +22.9% | +17.0% |
| CAGR 5Y | +6.4% | +8.3% |
| Sharpe 3Y | 1.00 | 1.07 |
| Volatility 1Y | 21.74% | 11.29% |
| Max drawdown | -41.07% | -25.06% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.