PlainIndex
Menu

ETF comparison

EFA vs ESGD

Both International Developed.

iShares MSCI EAFE ETF · iShares ESG Aware MSCI EAFE ETF

Holdings overlap

Weighted by ISIN/CUSIP
68.2 %

354 positions appear in both funds. Buying equal dollars of EFA and ESGD would leave roughly 68.2% of each dollar exposed to the same underlying securities.

EFA only 30.8% Shared 68.2% ESGD only 31.3%
In EFA only
339 positions
Shared
354 positions
In ESGD only
8 positions

Side by side

EFA

iShares MSCI EAFE ETF

iShares · International Developed

82 composite / 100
Expense ratio
0.32%
Net assets
$77.22B
TTM yield
3.21%
Top-10 conc.
13.3%
ESGD

iShares ESG Aware MSCI EAFE ETF

iShares · International Developed

87 composite / 100
Expense ratio
0.20%
Net assets
$11.76B
TTM yield
3.30%
Top-10 conc.
13.6%

Sub-score comparison

68
Cost
80
77
Tax efficiency
76
100
Liquidity
100
95
Concentration
95
—
Tracking quality
—
EFA sub-score ESGD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

ESGD is 12 bps cheaper than EFA. On a $100,000 position that's about $120/yr more in fees for EFA.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with EFA vs ESGD.

Top shared holdings

354 shared in total
# Holding In EFA In ESGD Overlap
1 ASML Holding N.V. 2.58% 2.80% 2.58%
2 HSBC HOLDINGS PLC 1.45% 1.36% 1.36%
3 Novartis AG 1.29% 1.76% 1.29%
4 ASTRAZENECA PLC 1.35% 1.22% 1.22%
5 Nestle S.A. 1.20% 1.17% 1.17%
6 Siemens Aktiengesellschaft 1.04% 1.11% 1.04%
7 COMMONWEALTH BANK OF AUSTRALIA 0.97% 0.93% 0.93%
8 SHELL PLC 1.19% 0.85% 0.85%
9 Banco Santander, S.A. 0.82% 0.81% 0.81%
10 SAP SE 0.81% 1.06% 0.81%
11 TOYOTA MOTOR CORPORATION 0.84% 0.80% 0.80%
12 SCHNEIDER ELECTRIC SE 0.80% 1.01% 0.80%

Only in EFA

339 total
  • Roche Holding AG 1.32%
  • BRITISH AMERICAN TOBACCO P.L.C. 0.59%
  • RIO TINTO PLC 0.52%
  • COMPAGNIE FINANCIERE RICHEMONT SA 0.48%
  • MITSUI & CO., LTD. 0.43%
  • VINCI SA 0.34%
  • Investor Aktiebolag 0.34%
  • BASF SE 0.26%
  • Deutsche Post AG 0.25%
  • COMPASS GROUP PLC 0.22%

Only in ESGD

8 total
  • Roche Holding AG 0.98%
  • DCC PLC 0.20%
  • Ashtead Group PLC 0.16%
  • SG Holdings Co Ltd 0.09%
  • JDE Peet's NV 0.09%
  • BlackRock Funds III 0.07%
  • Wix.com Ltd 0.05%
  • Isracard Ltd 0.00%

Open EFA or ESGD at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.