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ESGU vs USXF

iShares ESG Aware MSCI USA ETF vs iShares ESG Advanced MSCI USA ETF

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • ESGU is significantly larger than USXF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USXF has delivered higher annualized returns.

Side-by-side comparison

ESGUUSXF
Annual cost (TER)0.15%0.10%
Fund size (AUM)$16.6B$1.3B
Since20162020
Dividend yield0.97%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.9%+33.3%
CAGR 3Y+22.7%+27.2%
CAGR 5Y+12.9%+15.3%
Sharpe 3Y1.191.21
Volatility 1Y12.31%16.12%
Max drawdown-33.87%-29.54%

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

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