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XVV vs ESGD

iShares ESG Select Screened S&P 500 ETF vs iShares ESG Aware MSCI EAFE ETF

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • XVV costs 0.12% less per year.
  • ESGD is significantly larger than XVV — larger funds tend to be more liquid and less likely to close.
  • XVV covers north america markets; ESGD covers global ex us.
  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

XVVESGD
Annual cost (TER)0.08%0.20%
Fund size (AUM)$636M$11.3B
Since20202016
Dividend yield0.92%3.39%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+21.5%
CAGR 3Y+23.1%+15.5%
CAGR 5Y+13.6%+8.5%
Sharpe 3Y1.180.79
Volatility 1Y12.84%15.31%
Max drawdown-27.20%-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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