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KRMA vs ESGU

Global X Conscious Companies ETF vs iShares ESG Aware MSCI USA ETF

KRMA

Global X Conscious Companies ETF

Global X Funds

Annual cost

0.43%

Fund size

$116M

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

Key differences

  • ESGU costs 0.28% less per year.
  • ESGU is significantly larger than KRMA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESGU has delivered higher annualized returns.

Side-by-side comparison

KRMAESGU
Annual cost (TER)0.43%0.15%
Fund size (AUM)$116M$16.6B
Since20162016
Dividend yield2.46%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+28.9%
CAGR 3Y+19.1%+22.7%
CAGR 5Y+10.7%+12.9%
Sharpe 3Y1.011.19
Volatility 1Y12.35%12.31%
Max drawdown-36.16%-33.87%

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

Similar to KRMA and ESGU