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ESGE vs XJH

iShares ESG Aware MSCI EM ETF vs iShares ESG Select Screened S&P Mid-Cap ETF

ESGE

iShares ESG Aware MSCI EM ETF

iShares

Annual cost

0.25%

Fund size

$6.6B

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

Key differences

  • XJH costs 0.13% less per year.
  • ESGE is significantly larger than XJH — larger funds tend to be more liquid and less likely to close.
  • ESGE covers emerging markets markets; XJH covers north america.
  • Over the last 3 years, ESGE has delivered higher annualized returns.

Side-by-side comparison

ESGEXJH
Annual cost (TER)0.25%0.12%
Fund size (AUM)$6.6B$372M
Since20162020
Dividend yield2.18%1.14%
Asset classequityequity
Regionemerging marketsnorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.0%+25.1%
CAGR 3Y+22.0%+15.6%
CAGR 5Y+6.8%+7.1%
Sharpe 3Y0.990.69
Volatility 1Y19.68%16.42%
Max drawdown-41.07%-25.07%

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

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