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EVUS vs DMXF

Ishares ESG Aware MSCI USA Value ETF vs iShares ESG Advanced MSCI EAFE Index ETF

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

iShares

Annual cost

0.12%

Fund size

$992M

Key differences

  • DMXF costs 0.06% less per year.
  • DMXF is significantly larger than EVUS — larger funds tend to be more liquid and less likely to close.
  • EVUS covers north america markets; DMXF covers global.
  • Over the last 3 years, EVUS has delivered higher annualized returns.

Side-by-side comparison

EVUSDMXF
Annual cost (TER)0.18%0.12%
Fund size (AUM)$309M$992M
Since20232020
Dividend yield1.59%4.52%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+19.3%
CAGR 3Y+16.1%+14.5%
CAGR 5YN/A+7.3%
Sharpe 3Y0.970.70
Volatility 1Y10.61%16.16%
Max drawdown-15.65%-34.52%

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

Similar to EVUS and DMXF