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ESGV vs DMXF

Vanguard ESG U.S. Stock ETF vs iShares ESG Advanced MSCI EAFE Index ETF

ESGV

Vanguard ESG U.S. Stock ETF

Vanguard

Annual cost

0.09%

Fund size

$12.5B

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

iShares

Annual cost

0.12%

Fund size

$992M

Key differences

  • ESGV is significantly larger than DMXF — larger funds tend to be more liquid and less likely to close.
  • ESGV covers north america markets; DMXF covers global.
  • Over the last 3 years, ESGV has delivered higher annualized returns.

Side-by-side comparison

ESGVDMXF
Annual cost (TER)0.09%0.12%
Fund size (AUM)$12.5B$992M
Since20182020
Dividend yield0.90%4.52%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+28.9%+19.3%
CAGR 3Y+23.1%+14.5%
CAGR 5Y+12.7%+7.3%
Sharpe 3Y1.150.70
Volatility 1Y13.48%16.16%
Max drawdown-33.66%-34.52%

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

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