ETF comparison

ESGDvsJIRE

Both International Developed.

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

Holdings overlap

Weighted by ISIN/CUSIP
53.4%

150 positions appear in both funds. Buying equal dollars of ESGD and JIRE would leave roughly53.4%of each dollar exposed to the same underlying securities.

ESGD only 45.6%Shared 53.4%JIRE only 46.0%
In ESGD only
209 positions
Shared
150 positions
In JIRE only
57 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%
JIRE

JPMorgan International Research Enhanced Equity ETF

JPMorgan · International Developed

85composite / 100
Expense ratio
0.24%
Net assets
$11.23B
TTM yield
2.69%
Top-10 conc.
16.4%

Sub-score comparison

80
Cost
76
76
Tax efficiency
78
100
Liquidity
100
94
Concentration
91
Tracking quality
ESGDsub-scoreJIRE

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with ESGD vs JIRE.

Top shared holdings

150 shared in total
#HoldingIn ESGDIn JIREOverlap
1ASML Holding N.V.3.11%3.17%3.11%
2HSBC HOLDINGS PLC1.38%1.43%1.38%
3Siemens Aktiengesellschaft1.24%1.67%1.24%
4Roche Holding AG1.20%1.27%1.20%
5Novartis AG1.58%1.20%1.20%
6Nestle S.A.1.13%1.40%1.13%
7ASTRAZENECA PLC1.10%2.06%1.10%
8BHP GROUP LIMITED0.92%1.13%0.92%
9COMMONWEALTH BANK OF AUSTRALIA0.90%0.91%0.90%
10SHELL PLC0.88%1.60%0.88%
11Iberdrola, S.A.0.83%0.82%0.82%
12Tokyo Electron Limited0.81%0.95%0.81%

Only in ESGD

209 total
  • ING Groep N.V.0.65%
  • Mizuho Financial Group, Inc.0.62%
  • BRIDGESTONE CORPORATION0.57%
  • CaixaBank, S.A.0.52%
  • INTESA SANPAOLO SPA0.50%
  • Murata Manufacturing Co., Ltd.0.49%
  • ASSICURAZIONI GENERALI SOCIETA PER AZIONI0.47%
  • DANONE SA0.43%
  • Mitsubishi Electric Corporation0.42%
  • Boliden AB0.42%

Only in JIRE

57 total
  • Air Liquide SA1.15%
  • Rio Tinto Ltd.0.93%
  • Mitsui & Co. Ltd.0.89%
  • Cie Financiere Richemont SA0.82%
  • Danske Bank A/S0.69%
  • RWE AG0.67%
  • Vinci SA0.65%
  • JPMorgan Prime Money Market Fund0.61%
  • British American Tobacco plc0.60%
  • Orange SA0.57%

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 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.