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EVX vs ESGD

VanEck Environmental Services ETF vs iShares ESG Aware MSCI EAFE ETF

EVX

VanEck Environmental Services ETF

Annual cost

0.55%

Fund size

$95M

ESGD

iShares ESG Aware MSCI EAFE ETF

Annual cost

0.20%

Fund size

$11.7B

Key differences

Both EVX and ESGD are equity ETFs. EVX charges 0.55% a year and ESGD 0.20%. The main difference: EVX covers North America; ESGD covers global markets excluding the US.

  • EVX covers North America; ESGD covers global markets excluding the US.
  • ESGD costs 0.35% less per year.
  • ESGD is much larger than EVX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ESGD has delivered higher annualized returns.
  • EVX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVXESGD
Annual cost (TER)0.55%0.20%
Fund size (AUM)$95M$11.7B
Since20062016
Dividend yield0.18%3.31%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+5.6%+17.4%
CAGR 3Y+11.9%+16.3%
CAGR 5Y+7.3%+7.7%
Sharpe 3Y0.580.83
Volatility 1Y13.58%15.45%
Max drawdown-41.01%-33.70%

Similar to EVX and ESGD