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ETEC vs ESGD

iShares Breakthrough Environmental Solutions ETF vs iShares ESG Aware MSCI EAFE ETF

ETEC

iShares Breakthrough Environmental Solutions ETF

iShares

Annual cost

0.47%

Fund size

$5M

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • ESGD costs 0.27% less per year.
  • ESGD is significantly larger than ETEC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESGD has delivered higher annualized returns.
  • ESGD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ETECESGD
Annual cost (TER)0.47%0.20%
Fund size (AUM)$5M$11.3B
Since20232016
Dividend yield0.28%3.39%
Asset classequityequity
Regionglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+62.0%+22.3%
CAGR 3Y+10.1%+15.6%
CAGR 5YN/A+8.8%
Sharpe 3Y0.370.80
Volatility 1Y21.39%15.35%
Max drawdown-39.72%-33.70%

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

Similar to ETEC and ESGD