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ESML vs ESGD

iShares ESG Aware MSCI USA Small-Cap ETF vs iShares ESG Aware MSCI EAFE ETF

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

Annual cost

0.17%

Fund size

$2.4B

ESGD

iShares ESG Aware MSCI EAFE ETF

Annual cost

0.20%

Fund size

$11.7B

Key differences

Both ESML and ESGD are equity ETFs. ESML charges 0.17% a year and ESGD 0.20%. The main difference: ESML covers North America; ESGD covers global markets excluding the US.

  • ESML covers North America; ESGD covers global markets excluding the US.
  • ESGD is much larger than ESML. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ESML has delivered higher annualized returns.

Side-by-side comparison

ESMLESGD
Annual cost (TER)0.17%0.20%
Fund size (AUM)$2.4B$11.7B
Since20182016
Dividend yield0.95%3.31%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+32.6%+18.3%
CAGR 3Y+18.0%+15.9%
CAGR 5Y+6.8%+7.8%
Sharpe 3Y0.760.81
Volatility 1Y16.86%15.46%
Max drawdown-41.97%-33.70%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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