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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
53.9 %

146 positions appear in both funds. Buying equal dollars of ESGD and JIRE would leave roughly 53.9% of each dollar exposed to the same underlying securities.

ESGD unmatched 45.1% Shared 53.9% JIRE unmatched 45.3%

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
213 positions
Shared
146 positions
In JIRE only
56 positions

Side by side

ESGD

iShares ESG Aware MSCI EAFE ETF

iShares · International Developed

86 composite / 100
Expense ratio
0.20%
Net assets
$11.87B
TTM yield
3.36%
Top-10 conc.
13.9%
JIRE

JPMorgan International Research Enhanced Equity ETF

JPMorgan · International Developed

84 composite / 100
Expense ratio
0.24%
Net assets
$10.91B
TTM yield
2.76%
Top-10 conc.
16.9%

Sub-score comparison

80
Cost
76
76
Tax efficiency
77
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

146 shared in total
# Holding In ESGD In JIRE Overlap
1 ASML Holding N.V. 3.11% 3.48% 3.11%
2 HSBC HOLDINGS PLC 1.38% 1.54% 1.38%
3 Siemens Aktiengesellschaft 1.24% 1.78% 1.24%
4 Novartis AG 1.58% 1.22% 1.22%
5 Roche Holding AG 1.20% 1.32% 1.20%
6 Nestle S.A. 1.13% 1.33% 1.13%
7 ASTRAZENECA PLC 1.10% 1.69% 1.10%
8 BHP GROUP LIMITED 0.92% 1.16% 0.92%
9 SHELL PLC 0.88% 1.55% 0.88%
10 Iberdrola, S.A. 0.83% 1.09% 0.83%
11 SAP SE 1.03% 0.82% 0.82%
12 Tokyo Electron Limited 0.81% 1.04% 0.81%

Only in ESGD

213 total
  • ING Groep N.V. 0.65%
  • Mizuho Financial Group, Inc. 0.62%
  • BRIDGESTONE CORPORATION 0.57%
  • CaixaBank, S.A. 0.52%
  • INTESA SANPAOLO SPA 0.50%
  • ASSICURAZIONI GENERALI SOCIETA PER AZIONI 0.47%
  • DANONE SA 0.43%
  • Mitsubishi Electric Corporation 0.42%
  • Boliden AB 0.42%
  • Sandvik Aktiebolag 0.39%

Only in JIRE

56 total
  • Air Liquide SA 1.12%
  • 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%
  • Deutsche Post AG 0.58%

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.