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EFFE vs ESGE

Harbor Osmosis Emerging Markets Resource Efficient ETF

EFFECNYSE Arca

iShares ESG Aware MSCI EM ETF

ESGEANasdaq

Overlap

Expense ratio

ESGE −0.44pt a year

EFFE0.69%ESGE0.25%

Avg volume · 30D

ESGE 4041.1×the volume

EFFE164ESGE663K

EFFE vs ESGE Performance

Oct 31, 2025 – Oct 30, 2026

+4.0%EFFE+13.3%ESGE

Oct 31, 2025 to Oct 30, 2026. EFFE +4.0%. ESGE +13.3%. Use the arrow keys to read each point.0%20%30%Oct 2025Apr 2026Oct 2026
Expense ratio
EFFE 0.69%
ESGE 0.25%, better
Fund size
EFFE $128M
ESGE $6.25B
1Y total return
EFFE +4.0%
ESGE +13.3%, better
Yield (12M)
EFFE No data
ESGE 2.29%
Holdings
EFFE 110
ESGE 318
Avg volume (30D)
EFFE 164 sh
ESGE 663K sh, better
NAV per share
EFFE $24.77
ESGE $49.38
52W range

ETF.net Grade

EFFE: Cost 19, Risk 30, Mission 94, Tradability 12, Holdings 100, Durability 24. ESGE: Cost 63, Risk 53, Mission 100, Tradability 92, Holdings 61, Durability 95.
Pillar letters and Scores for EFFE, ESGE, with each pillar’s weight
PillarEFFEESGE
Cost30% weightF19B63Higher
Mission25% weightA94A100Higher
Risk15% weightD30C53Higher
Tradability15% weightF12A92Higher
Holdings10% weightA100HigherB61
Durability5% weightF24A95Higher

Rank among Emerging Markets ESG & Values Index funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. EFFE and ESGE are both graded against the same 12 Emerging Markets ESG & Values Index funds, so their Grades compare head to head.

Emerging Markets ESG & Values Index⁠

Category · 12 funds
See all 12 ›

ESGE ranks 2nd and EFFE 10th of 12 funds in the Emerging Markets ESG & Values Index Category.

  1. Rank 1AEMXFiShares ESG Advanced MSCI EM ETFScore 79
  2. Rank 2AESGEiShares ESG Aware MSCI EM ETFScore 76
  3. Rank 3AEMCSXtrackers MSCI Emerging Markets Climate Selection ETFScore 74
  4. Rank 9CFRDMFreedom 100 Emerging Markets ETFScore 53
  5. Rank 10CEFFEHarbor Osmosis Emerging Markets Resource Efficient ETFScore 46
  6. Rank 11FOAEMOneAscent Emerging Markets ETFScore 23

Our read on each fund

ETF.net Research

EFFECHarbor Osmosis Emerging Markets Resource Efficient ETF

ESGEAiShares ESG Aware MSCI EM ETF

In short

EFFE No data

ESGE The ESG emerging-markets fund built to not feel different: it screens MSCI's EM universe for environmental, social and governance traits while keeping risk and return close to the parent index, for 0.25% a year.

Stated mandate

EFFE No data

ESGE The fund seeks to track large- and mid-capitalization emerging-market equities with positive environmental, social, and governance characteristics, while maintaining risk and return characteristics similar to its parent index.

Why people hold it

EFFE No data

  • ESGE 0.25% a year, below the typical fee among ESG emerging-market ETFs.
  • "Aware" is the whole design: the index tilts toward better ESG-rated companies while targeting risk and return characteristics similar to the standard MSCI EM parent.ishares.com
  • Trading since 2016 and now a multi-billion-dollar, actively traded fund, which is a rare combination in a corner full of small, thinly used products.
  • Does exactly what its name says: full-time exposure to large- and mid-cap emerging-market stocks via the MSCI Emerging Markets Extended ESG Focus Index, one of the cleanest mandate fits in its peer group.ishares.com

Worth knowing

EFFE No data

  • ESGE It is a tilt, not a purge. Because the index chases parent-like risk and return, the lineup stays close to mainstream EM rather than a deep-green portfolio.ishares.com
  • Screening narrows the field to roughly 300 stocks, so holdings and country weights drift from a plain emerging-markets index fund.
  • Not the cheapest badge in the aisle: sibling LDEM runs 0.16%, though it takes a stricter ESG-leaders approach.

Full EFFE profile⁠

Full ESGE profile⁠

EFFE vs ESGE Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

EFFE vs ESGE Cost

Overpaying EFFE vs ESGE

$8,270

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • EFFE 0.69%

    $13,429

  • ESGE 0.25%

    $5,159

$10,000
30 years

Cost over time

  • EFFE 0.69%
  • ESGE 0.25%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530EFFE $13,429ESGE $5,159

Year by year

YearEFFEESGEOverpaying
10$1,232$455$777
20$4,697$1,769$2,928
30$13,429$5,159$8,270

Expense ratio

  • 0.69%EFFE
  • 0.25%ESGE, cheaper
  • Middle half of Emerging Markets ESG & Values Index funds
  • Median 0.33%

ESGE 5th cheapest of 12 funds

EFFE 10th cheapest of 12 funds

EFFE vs ESGE Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
EFFE No data
ESGE 2.29%
Payout (12M)
EFFE No data
ESGE $1.13
Last payment
EFFE $0.70
ESGE $0.40
Ex-dividend
EFFE Dec 19, 2025
ESGE Jun 15, 2026
Paid on
EFFE Dec 24, 2025
ESGE Jun 18, 2026
Frequency
EFFE Irregular
ESGE Twice a year

Distribution history

Per share, 2017 to 2026, same scale for both

EFFEIrregular · 1 paymentAll EFFE payments⁠
One bar per payment. 1 payment from 2017 to 2026 YTD. Dec 19, 2025 $0.70. Use the arrow keys to read each point.$0$0.502017202020232026YTD
ESGETwice a year · 20 paymentsAll ESGE payments⁠
One bar per payment. 20 payments from 2017 to 2026 YTD. Jun 20, 2017 $0.24; Dec 19, 2017 $0.45; Jun 19, 2018 $0.25; Dec 18, 2018 $0.42; Jun 17, 2019 $0.26; Dec 16, 2019 $0.67; Jun 15, 2020 $0.21; Dec 14, 2020 $0.34; Jun 10, 2021 $0.23; Dec 13, 2021 $0.83; Jun 9, 2022 $0.28; Dec 13, 2022 $0.53; Jun 7, 2023 $0.23; Dec 20, 2023 $0.62; Jun 11, 2024 $0.25; Dec 17, 2024 $0.53; Dec 30, 2024 $0.02; Jun 16, 2025 $0.37; Dec 16, 2025 $0.73; Jun 15, 2026 $0.40. Use the arrow keys to read each point.$0$0.502017202020232026YTD

EFFE vs ESGE Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
EFFE 21.8%since Jan 2025ESGE 16.1%
Return per unit of riskSharpe ratio, 3 years
EFFE 0.52since Jan 2025ESGE 1.05
Worst fallMax drawdown, 5 years
EFFE −17.6%since Dec 2024ESGE −35.1%
Market sensitivityBeta, 5 years
EFFE 1.10ESGE 0.99

Popular comparisons

  • EFFECvsEMXFA

    Harbor Osmosis Emerging Markets Resource Efficient ETF · iShares ESG Advanced MSCI EM ETF

    Expense ratio
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  • ESGEAvsLDEMA

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    Expense ratio
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    Category
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