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MIDE vs ESGU

Xtrackers S&P MidCap 400 Scored & Screened ETF vs iShares ESG Aware MSCI USA ETF

MIDE

Xtrackers S&P MidCap 400 Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$4M

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

Key differences

  • ESGU is significantly larger than MIDE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESGU has delivered higher annualized returns.
  • ESGU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MIDEESGU
Annual cost (TER)0.15%0.15%
Fund size (AUM)$4M$16.6B
Since20212016
Dividend yield1.37%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.9%+28.9%
CAGR 3Y+16.3%+22.7%
CAGR 5Y+7.8%+12.9%
Sharpe 3Y0.731.19
Volatility 1Y15.95%12.31%
Max drawdown-24.59%-33.87%

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

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