Skip to content
Beacon
Screener

XJR vs ESGD

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

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

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

Side-by-side comparison

XJRESGD
Annual cost (TER)0.12%0.20%
Fund size (AUM)$138M$11.3B
Since20202016
Dividend yield1.00%3.39%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+21.5%
CAGR 3Y+15.1%+15.5%
CAGR 5Y+5.5%+8.5%
Sharpe 3Y0.610.79
Volatility 1Y17.92%15.31%
Max drawdown-27.14%-33.70%

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

Similar to XJR and ESGD