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ETEC vs USXF

iShares Breakthrough Environmental Solutions ETF vs iShares ESG Advanced MSCI USA ETF

ETEC

iShares Breakthrough Environmental Solutions ETF

iShares

Annual cost

0.47%

Fund size

$5M

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • USXF costs 0.37% less per year.
  • USXF is significantly larger than ETEC — 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

ETECUSXF
Annual cost (TER)0.47%0.10%
Fund size (AUM)$5M$1.3B
Since20232020
Dividend yield0.28%0.88%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+62.0%+35.8%
CAGR 3Y+10.1%+27.2%
CAGR 5YN/A+15.8%
Sharpe 3Y0.371.21
Volatility 1Y21.39%16.19%
Max drawdown-39.72%-29.54%

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

Similar to ETEC and USXF