ESGD vs VOO
iShares ESG Aware MSCI EAFE ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ESGD delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ESGD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $11.7B | $979.0B | |
| Dividend Yield | 3.33% | 1.09% | |
| Holdings | 379 | 509 | |
| YTD Return | +13.94% | +14.48% | |
| 1Y Return | +22.38% | +22.02% | |
| 3Y Return (annualized) | +18.10% | +21.80% | |
| 5Y Return (annualized) | +9.00% | +13.36% | |
| Volatility (annualized) | 14.9% | 14.2% | |
| Max Drawdown | -36.3% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 28, 2016 | Sep 7, 2010 |
ESGD vs VOO Performance
iShares ESG Aware MSCI EAFE ETF (ESGD) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ESGD returned +22.38% while VOO returned +22.02%. Year to date, ESGD is up 13.94% versus a gain of 14.48% for VOO.
Over three years, ESGD compounded at +18.10% per year against +21.80% for VOO; over five years the annualized figures are +9.00% and +13.36% respectively. Across the full 10-year window we track, VOO has the edge at +13.61% annualized vs +9.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESGD has been the more volatile fund, with annualized monthly volatility of 14.9% compared with 14.2% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -36.3% for ESGD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESGD charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, ESGD currently yields 3.33% against 1.09% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, ESGD or VOO?
ESGD has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, ESGD or VOO?
Over the past year ESGD returned +22.38% vs +22.02% for VOO, so ESGD leads on 1-year performance. Over the longest common window we track (10 years), ESGD annualized +9.07% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, ESGD or VOO?
ESGD has been the more volatile fund at 14.9% annualized versus 14.2% for VOO. Worst drawdown: ESGD -36.3% vs VOO -34.3%.
Should I hold both ESGD and VOO?
ESGD and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ESGD and VOO?
ESGD and VOO share 2 common holdings with a 0.4% weight overlap. Combined, they hold 855 unique securities.
Which pays a higher dividend, ESGD or VOO?
ESGD yields 3.33% while VOO yields 1.09%, so ESGD currently pays the higher dividend yield.
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