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
52.3 %

151 positions appear in both funds. Buying equal dollars of ESGD and JIRE would leave roughly 52.3% of each dollar exposed to the same underlying securities.

ESGD only 47.3% Shared 52.3% JIRE only 47.1%
In ESGD only
211 positions
Shared
151 positions
In JIRE only
56 positions

Side by side

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%
JIRE

JPMorgan International Research Enhanced Equity ETF

JPMorgan · International Developed

85 composite / 100
Expense ratio
0.24%
Net assets
$11.13B
TTM yield
2.70%
Top-10 conc.
16.4%

Sub-score comparison

80
Cost
76
76
Tax efficiency
78
100
Liquidity
100
95
Concentration
91
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

151 shared in total
# Holding In ESGD In JIRE Overlap
1 ASML Holding NV 2.80% 3.17% 2.80%
2 HSBC Holdings PLC 1.36% 1.43% 1.36%
3 AstraZeneca PLC 1.22% 2.06% 1.22%
4 Novartis AG 1.76% 1.20% 1.20%
5 Nestle SA 1.17% 1.40% 1.17%
6 Siemens AG 1.11% 1.67% 1.11%
7 Commonwealth Bank of Australia 0.93% 0.91% 0.91%
8 Shell PLC 0.85% 1.60% 0.85%
9 Iberdrola SA 0.85% 0.82% 0.82%
10 Banco Santander SA 0.81% 1.21% 0.81%
11 Toyota Motor Corp 0.80% 1.17% 0.80%
12 Sumitomo Mitsui Financial Group Inc 0.79% 1.04% 0.79%

Only in ESGD

211 total
  • Roche Holding AG 0.98%
  • Boliden AB 0.62%
  • Mizuho Financial Group Inc 0.61%
  • Bridgestone Corp 0.60%
  • ING Groep NV 0.57%
  • Danone SA 0.55%
  • Intesa Sanpaolo SpA 0.53%
  • Marubeni Corp 0.48%
  • Roche Holding AG 0.48%
  • Sandvik AB 0.45%

Only in JIRE

56 total
  • Roche Holding AG 1.27%
  • Rio Tinto Ltd. 0.93%
  • Mitsui & Co. Ltd. 0.89%
  • Cie Financiere Richemont SA 0.82%
  • Danske Bank A/S 0.69%
  • RWE AG 0.67%
  • Vinci SA 0.65%
  • JPMorgan Prime Money Market Fund 0.61%
  • British American Tobacco plc 0.60%
  • Orange SA 0.57%

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.