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XJH vs ESGD

iShares ESG Select Screened S&P Mid-Cap ETF vs iShares ESG Aware MSCI EAFE ETF

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • XJH costs 0.08% less per year.
  • ESGD is significantly larger than XJH — larger funds tend to be more liquid and less likely to close.
  • XJH covers north america markets; ESGD covers global ex us.

Side-by-side comparison

XJHESGD
Annual cost (TER)0.12%0.20%
Fund size (AUM)$372M$11.3B
Since20202016
Dividend yield1.14%3.39%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+21.5%
CAGR 3Y+15.6%+15.5%
CAGR 5Y+7.1%+8.5%
Sharpe 3Y0.690.79
Volatility 1Y16.42%15.31%
Max drawdown-25.07%-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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