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IEFA vs ESGD

iShares Core MSCI EAFE ETF vs iShares ESG Aware MSCI EAFE ETF

IEFA

iShares Core MSCI EAFE ETF

iShares

Annual cost

0.07%

Fund size

$180.7B

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • IEFA costs 0.13% less per year.
  • IEFA is significantly larger than ESGD — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IEFAESGD
Annual cost (TER)0.07%0.20%
Fund size (AUM)$180.7B$11.3B
Since20122016
Dividend yield3.32%3.39%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+21.5%
CAGR 3Y+16.3%+15.5%
CAGR 5Y+8.7%+8.5%
Sharpe 3Y0.840.79
Volatility 1Y15.03%15.31%
Max drawdown-34.79%-33.70%

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

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