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XVV vs LDEM

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

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

LDEM

iShares ESG MSCI EM Leaders ETF

iShares

Annual cost

0.16%

Fund size

$34M

Key differences

  • XVV costs 0.08% less per year.
  • XVV is significantly larger than LDEM — larger funds tend to be more liquid and less likely to close.
  • XVV covers north america markets; LDEM covers emerging markets.
  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

XVVLDEM
Annual cost (TER)0.08%0.16%
Fund size (AUM)$636M$34M
Since20202020
Dividend yield0.92%3.06%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+21.8%
CAGR 3Y+23.1%+14.1%
CAGR 5Y+13.6%+2.7%
Sharpe 3Y1.180.65
Volatility 1Y12.84%17.58%
Max drawdown-27.20%-40.82%

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

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