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LDEM vs DFSE
iShares ESG MSCI EM Leaders ETF vs Dimensional Emerging Markets Sustainability Core 1 ETF
Key differences
- LDEM costs 0.25% less per year.
- DFSE is significantly larger than LDEM — larger funds tend to be more liquid and less likely to close.
- LDEM follows a index tracking strategy; DFSE uses active selection.
- Over the last 3 years, DFSE has delivered higher annualized returns.
Side-by-side comparison
| LDEM | DFSE | |
|---|---|---|
| Annual cost (TER) | 0.16% | 0.41% |
| Fund size (AUM) | $34M | $590M |
| Since | 2020 | 2022 |
| Dividend yield | 3.06% | 1.98% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.8% | +37.9% |
| CAGR 3Y | +14.1% | +20.2% |
| CAGR 5Y | +2.7% | N/A |
| Sharpe 3Y | 0.65 | 0.94 |
| Volatility 1Y | 17.58% | 18.31% |
| Max drawdown | -40.82% | -19.77% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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