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FENI vs ESGD

Fidelity Enhanced International ETF vs iShares ESG Aware MSCI EAFE ETF

FENI

Fidelity Enhanced International ETF

Annual cost

0.28%

Fund size

$9.8B

ESGD

iShares ESG Aware MSCI EAFE ETF

Annual cost

0.20%

Fund size

$11.7B

Key differences

Both FENI and ESGD are equity ETFs. FENI charges 0.28% a year and ESGD 0.20%. The main difference: FENI follows a active selection strategy; ESGD uses index tracking.

  • FENI follows a active selection strategy; ESGD uses index tracking.
  • ESGD costs 0.08% less per year.
  • FENI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FENIESGD
Annual cost (TER)0.28%0.20%
Fund size (AUM)$9.8B$11.7B
Since20072016
Dividend yield2.85%3.31%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+26.1%+20.3%
CAGR 3YN/A+16.4%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.84
Volatility 1Y16.16%15.85%
Max drawdown-14.20%-33.70%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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