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NUEM vs ESGD

Nuveen ESG Emerging Markets Equity ETF vs iShares ESG Aware MSCI EAFE ETF

NUEM

Nuveen ESG Emerging Markets Equity ETF

Annual cost

0.36%

Fund size

$393M

ESGD

iShares ESG Aware MSCI EAFE ETF

Annual cost

0.20%

Fund size

$11.7B

Key differences

Both NUEM and ESGD are equity ETFs. NUEM charges 0.36% a year and ESGD 0.20%. The main difference: NUEM covers emerging markets; ESGD covers global markets excluding the US.

  • NUEM covers emerging markets; ESGD covers global markets excluding the US.
  • ESGD costs 0.16% less per year.
  • ESGD is much larger than NUEM. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, NUEM has delivered higher annualized returns.

Side-by-side comparison

NUEMESGD
Annual cost (TER)0.36%0.20%
Fund size (AUM)$393M$11.7B
Since20172016
Dividend yield2.98%3.31%
Asset classequityequity
Regionemerging marketsglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+32.5%+17.4%
CAGR 3Y+18.1%+16.3%
CAGR 5Y+4.6%+7.7%
Sharpe 3Y0.760.83
Volatility 1Y19.28%15.45%
Max drawdown-39.48%-33.70%

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

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