Skip to content
Beacon
Screener

XVV vs ESGE

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

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

ESGE

iShares ESG Aware MSCI EM ETF

iShares

Annual cost

0.25%

Fund size

$6.6B

Key differences

  • XVV costs 0.17% less per year.
  • ESGE is significantly larger than XVV — larger funds tend to be more liquid and less likely to close.
  • XVV covers north america markets; ESGE covers emerging markets.
  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

XVVESGE
Annual cost (TER)0.08%0.25%
Fund size (AUM)$636M$6.6B
Since20202016
Dividend yield0.92%2.18%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+45.0%
CAGR 3Y+23.1%+22.0%
CAGR 5Y+13.6%+6.8%
Sharpe 3Y1.180.99
Volatility 1Y12.84%19.68%
Max drawdown-27.20%-41.07%

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

Similar to XVV and ESGE