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ESGD iShares MSCI EAFE ESG Optimized

8 lower fee alternatives found

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Fund ESGD iShares MSCI EAFE ESG Optimized FSIVX Fidelity® International Index Premium SWISX Schwab International Index  
100% 86% 86%
Annual Fees
(0.40% Exp. Ratio)
(0.08% Exp. Ratio)
(0.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$45,525.31 $50,123.97 $48,494.71
Est. savings over 30 yrs +$4,598.67 +$2,969.41
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.59%
3 YR 0.63%
5 YR 7.69%
10 YR 1.97%
1 YR RETURN 6.37%
3 YR 0.45%
5 YR 7.74%
10 YR 1.95%
The investment seeks to track the investment results of the MSCI EAFE ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada that have positive environmental, social and governance characteristics as identified by the index provider. The fund is non-diversified.
The investment seeks to provide investment results that correspond to the total return of foreign stock markets. The fund normally invests at least 80% of assets in common stocks included in the MSCI EAFE Index, which represents the performance of foreign stock markets. It uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, earnings growth, and country weightings to attempt to replicate the returns of the MSCI EAFE Index.
The investment seeks to track the performance of a benchmark index that measures the total return of large, publicly traded non-U.S. companies from countries with developed equity markets outside of the United States. The fund generally invests at least 80% of its net assets in stocks that are included in the MSCI EAFE Index. It may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index. The fund may concentrate its investments in an industry or group of industries to the extent that its comparative index is also so concentrated.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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