ETF comparison

ESGDvsEWL

Both International Developed.

iShares ESG Aware MSCI EAFE ETF · iShares MSCI Switzerland ETF

Holdings overlap

Weighted by ISIN/CUSIP
9.7%

24 positions appear in both funds. Buying equal dollars of ESGD and EWL would leave roughly9.7%of each dollar exposed to the same underlying securities.

ESGD only 89.3%Shared 9.7%EWL only 88.3%
In ESGD only
335 positions
Shared
24 positions
In EWL only
16 positions

Side by side

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares · International Developed

86composite / 100
Expense ratio
0.20%
Net assets
$12.21B
TTM yield
3.27%
Top-10 conc.
13.9%
EWL

iShares MSCI Switzerland ETF

iShares · International Developed

57composite / 100
Expense ratio
0.50%
Net assets
$2.42B
TTM yield
1.81%
Top-10 conc.
67.0%

Sub-score comparison

80
Cost
50
76
Tax efficiency
79
100
Liquidity
73
94
Concentration
19
Tracking quality
ESGDsub-scoreEWL

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

ESGD is 30 bps cheaper than EWL. On a $100,000 position that's about $300/yr more in fees for EWL.

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

Top shared holdings

24 shared in total
#HoldingIn ESGDIn EWLOverlap
1Novartis AG1.58%13.56%1.58%
2Roche Holding AG1.20%14.03%1.20%
3Nestle S.A.1.13%12.34%1.13%
4ABB Ltd1.13%5.41%1.13%
5UBS Group AG0.67%5.13%0.67%
6Zurich Insurance Group AG0.63%4.44%0.63%
7Lonza Group AG0.36%2.35%0.36%
8Alcon AG0.32%1.77%0.32%
9Swiss Prime Site AG0.28%0.87%0.28%
10Swiss Life Holding AG0.26%1.69%0.26%
11Swiss Re AG0.24%2.32%0.24%
12Givaudan SA0.22%1.83%0.22%

Only in ESGD

335 total
  • ASML Holding N.V.3.11%
  • HSBC HOLDINGS PLC1.38%
  • Siemens Aktiengesellschaft1.24%
  • ASTRAZENECA PLC1.10%
  • SAP SE1.03%
  • SCHNEIDER ELECTRIC SE1.00%
  • BHP GROUP LIMITED0.92%
  • COMMONWEALTH BANK OF AUSTRALIA0.90%
  • SHELL PLC0.88%
  • SoftBank Group Corp.0.85%

Only in EWL

16 total
  • COMPAGNIE FINANCIERE RICHEMONT SA4.78%
  • Sandoz Group AG1.93%
  • Helvetia Baloise Holding AG1.37%
  • Partners Group Holding AG1.32%
  • Swisscom AG1.29%
  • Schindler Holding AG0.84%
  • Straumann Holding AG0.83%
  • Chocoladefabriken Lindt & Spruengli AG0.78%
  • Chocoladefabriken Lindt & Spruengli AG0.68%
  • The Swatch Group Ltd0.62%

Open ESGD or EWL 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 methodologyand 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.