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XJH vs ESGE

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

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

ESGE

iShares ESG Aware MSCI EM ETF

iShares

Annual cost

0.25%

Fund size

$6.6B

Key differences

  • XJH costs 0.13% less per year.
  • ESGE is significantly larger than XJH — larger funds tend to be more liquid and less likely to close.
  • XJH covers north america markets; ESGE covers emerging markets.
  • Over the last 3 years, ESGE has delivered higher annualized returns.

Side-by-side comparison

XJHESGE
Annual cost (TER)0.12%0.25%
Fund size (AUM)$372M$6.6B
Since20202016
Dividend yield1.14%2.18%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+45.0%
CAGR 3Y+15.6%+22.0%
CAGR 5Y+7.1%+6.8%
Sharpe 3Y0.690.99
Volatility 1Y16.42%19.68%
Max drawdown-25.07%-41.07%

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

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