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EVUS vs ESGE

Ishares ESG Aware MSCI USA Value ETF vs iShares ESG Aware MSCI EM ETF

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

ESGE

iShares ESG Aware MSCI EM ETF

iShares

Annual cost

0.25%

Fund size

$6.6B

Key differences

  • EVUS costs 0.07% less per year.
  • ESGE is significantly larger than EVUS — larger funds tend to be more liquid and less likely to close.
  • EVUS covers north america markets; ESGE covers emerging markets.
  • Over the last 3 years, ESGE has delivered higher annualized returns.
  • ESGE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVUSESGE
Annual cost (TER)0.18%0.25%
Fund size (AUM)$309M$6.6B
Since20232016
Dividend yield1.59%2.18%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+23.3%+45.0%
CAGR 3Y+16.1%+22.0%
CAGR 5YN/A+6.8%
Sharpe 3Y0.970.99
Volatility 1Y10.61%19.68%
Max drawdown-15.65%-41.07%

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

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