VS
Compare iShares ESG Advanced MSCI EAFE Index ETF (XDSR) vs BMO MSCI EAFE Selection Equity Index ETF (ESGE) to find the best fit for your portfolio. XDSR and ESGE provide the same top sector exposures: Finance, Technology, and Industrials. When evaluating costs, XDSR features a management fee (MER) of 0.25%, compared to 0.25% for ESGE. Performance-wise, XDSR has returned 16.04% year-to-date with +$656 M in net flows, whereas ESGE is at 13.34% with -$1 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
XDSR
ESGE
| AuM | $980.63 M | $125.95 M |
| Management Fees | 0.25% | 0.25% |
| Exp. ratio | 0.28% | 0.28% |
| Tracking Difference | -0.20% | 0.02% |
Historical performance and flows
As of August 19, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | XDSR | +2.35% | +8.14% | +16.04% | +18.87% | +65.53% |
ESGE | +1.42% | +7.10% | +13.34% | +17.97% | +59.01% | |
| Flows | XDSR | +$8 M | +$611 M | +$656 M | +$683 M | +$774 M |
ESGE | +$0 M | +$3 M | -$1 M | +$4 M | +$16 M |
XDSR vs ESGE exposure
Countries
XDSR
Japan
29.71%
Netherlands
12.31%
Switzerland
11.05%
Germany
7.44%
France
7.16%
Other
32.32%
ESGE
Japan
25.11%
United Kingdom
14.17%
France
11.79%
Netherlands
9.46%
Switzerland
9.22%
Other
30.25%
Sectors
XDSR
Finance
34.84%
Technology
24.14%
Industrials
12.53%
Healthcare
9.13%
Other
19.35%
ESGE
Finance
26.46%
Technology
16.70%
Industrials
13.53%
Healthcare
10.48%
Consumer Non-Cyclicals
8.15%
Non-Energy Materials
7.23%
Other
17.45%
As of August 19, 2026
Top 10 Holdings
XDSR
ASML Holding NV
7.06%
Novartis AG
2.66%
Tokyo Electron Ltd.
1.96%
Mitsubishi UFJ Financial Group, Inc.
1.96%
Commonwealth Bank of Australia
1.78%
Allianz SE
1.68%
Schneider Electric SE
1.66%
ABB Ltd.
1.58%
SAP SE
1.48%
Advantest Corp.
1.34%
ESGE
ASML Holding NV
6.50%
HSBC Holdings Plc
2.90%
Novartis AG
2.56%
AstraZeneca PLC
2.55%
Tokyo Electron Ltd.
1.88%
Commonwealth Bank of Australia
1.68%
Allianz SE
1.57%
Schneider Electric SE
1.55%
ABB Ltd.
1.49%
Novo Nordisk A/S
1.38%
Diversification
XDSR
Total weight of top 10 holdings out of 403 total
23.17%
ESGE
Total weight of top 10 holdings out of 351 total
24.06%
Characteristics
Compare
XDSR
ESGE
| Provider | iShares | BMO |
| Management | Passively managed | Passively managed |
| Benchmark | MSCI EAFE Choice ESG Screened NTR Index - CAD | MSCI EAFE Selection TR Index - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.70% | 1.77% |
| Meets ESG criteria | Yes | Yes |
| Inception Date | April 22, 2020 | January 27, 2020 |
Frequently asked questions about XDSR and ESGE
Which ETF has performed better year to date: XDSR or ESGE?
As of August 19, 2026, XDSR has returned 16.04% year to date, while ESGE has returned 13.34%. XDSR is ahead on YTD performance.
Which ETF is larger by assets under management: XDSR or ESGE?
As of August 19, 2026, XDSR manages $980.63 M in assets, while ESGE manages $125.95 M. XDSR is the larger fund by AUM.
How are XDSR and ESGE managed?
XDSR is passively managed by iShares. It tracks the MSCI EAFE Choice ESG Screened NTR Index - CAD benchmark. ESGE is passively managed by BMO. It tracks the MSCI EAFE Selection TR Index - CAD benchmark.
What sectors do XDSR and ESGE emphasize?
XDSR is most exposed to Finance, Technology, and Industrials. ESGE is most exposed to Finance, Technology, and Industrials.
Which ETF is attracting more investor flows: XDSR or ESGE?
Year to date, XDSR has seen +$656.03 M in net flows, compared with -$1.18 M for ESGE. XDSR has attracted more net investor money so far.
How do the fees of XDSR and ESGE compare?
XDSR has an expense ratio of 0.28%, while ESGE has an expense ratio of 0.28%.
What are the top holdings of XDSR and ESGE?
XDSR's largest holdings include ASML Holding NV, Novartis AG, and Tokyo Electron Ltd.. ESGE's top holdings include ASML Holding NV, HSBC Holdings Plc, and Novartis AG.
Which ETF is more diversified: XDSR or ESGE?
XDSR holds 398 securities, while ESGE holds 348. On holdings count, XDSR is the more diversified portfolio.
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