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ETF comparison

ESGD vs JIRE

Both International Developed.

iShares ESG Aware MSCI EAFE ETF · JPMorgan International Research Enhanced Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
56.2 %

150 positions appear in both funds. Buying equal dollars of ESGD and JIRE would leave roughly 56.2% of each dollar exposed to the same underlying securities.

ESGD unmatched 42.7% Shared 56.2% JIRE unmatched 43.0%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In ESGD only
201 positions
Shared
150 positions
In JIRE only
52 positions

Side by side

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares · International Developed

86 composite / 100
Expense ratio
0.20%
Net assets
$11.77B
TTM yield
3.30%
Top-10 conc.
13.9%
JIRE

JPMorgan International Research Enhanced Equity ETF

JPMorgan · International Developed

84 composite / 100
Expense ratio
0.24%
Net assets
$10.94B
TTM yield
2.72%
Top-10 conc.
16.9%

Sub-score comparison

80
Cost
76
76
Tax efficiency
78
100
Liquidity
100
94
Concentration
90
—
Tracking quality
—
ESGD sub-score JIRE

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

Cost difference

ESGD is 4 bps cheaper than JIRE. On a $100,000 position that's about $40/yr more in fees for JIRE.

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 ESGD vs JIRE.

Top shared holdings

150 shared in total
# Holding In ESGD In JIRE Overlap
1 ASML Holding N.V. 3.14% 3.48% 3.14%
2 HSBC HOLDINGS PLC 1.55% 1.54% 1.54%
3 Siemens Aktiengesellschaft 1.23% 1.78% 1.23%
4 Novartis AG 1.47% 1.22% 1.22%
5 Roche Holding AG 1.20% 1.32% 1.20%
6 Allianz SE 1.07% 1.51% 1.07%
7 Nestle S.A. 1.07% 1.33% 1.07%
8 SHELL PLC 1.00% 1.55% 1.00%
9 ASTRAZENECA PLC 0.96% 1.69% 0.96%
10 BHP GROUP LIMITED 0.96% 1.16% 0.96%
11 Sumitomo Mitsui Financial Group, Inc. 0.87% 1.22% 0.87%
12 Tokyo Electron Limited 0.83% 1.04% 0.83%

Only in ESGD

201 total
  • INTESA SANPAOLO SPA 0.99%
  • ING Groep N.V. 0.68%
  • Mizuho Financial Group, Inc. 0.67%
  • BRIDGESTONE CORPORATION 0.54%
  • CaixaBank, S.A. 0.52%
  • ASSICURAZIONI GENERALI SOCIETA PER AZIONI 0.46%
  • Sandvik Aktiebolag 0.42%
  • DANONE SA 0.38%
  • Deutsche Bank Aktiengesellschaft 0.38%
  • Boliden AB 0.37%

Only in JIRE

52 total
  • Cie Financiere Richemont SA 0.90%
  • Rio Tinto Ltd. 0.83%
  • Danske Bank A/S 0.79%
  • Mitsui & Co. Ltd. 0.70%
  • British American Tobacco plc 0.70%
  • T&D Holdings, Inc. 0.59%
  • Vinci SA 0.58%
  • RWE AG 0.58%
  • Banco de Sabadell SA 0.51%
  • Orange SA 0.50%

Percentages are holdings overlap with the named fund.

Open ESGD or JIRE at a brokerage

Both funds trade commission-free at major US brokerages.

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.