ESGD vs OAIM

ESGDAiShares ESG Aware MSCI EAFE ETF

OAIMDOneAscent International Equity ETF

In short

ESGD The plain-vanilla international index fund, ESG-screened. Roughly 400 developed-market stocks from outside the US and Canada, tracking an MSCI EAFE ESG Focus index since 2016, for 0.20% a year.

OAIM Most international ESG funds are cheap index trackers. OAIM goes the other way: an actively managed, concentrated book of non-US stocks, emerging markets included, picked through OneAscent's faith-based screening process.

Stated mandate

ESGD The fund seeks to track an index of international developed-market stocks outside the United States and Canada that have positive aggregate environmental, social, and governance characteristics.

OAIM The Fund seeks long-term capital appreciation by investing primarily in diversified non-U.S. equity securities, potentially including emerging-market companies, subject to the Adviser’s values-based screening process.

Why people hold it

• ESGD Costs 0.20% a year, below the typical fee in its international ESG peer group.
• Roughly 400 stocks spanning developed markets outside the US and Canada: broad-market coverage, not a narrow thematic bet.ishares.com
• Tracks the MSCI EAFE Extended ESG Focus Index, keeping the familiar developed-markets shape while tilting toward companies with better aggregate ESG characteristics.ishares.com
• A multi-billion-dollar fund trading since 2016, and one of the sturdier builds in its peer group.

• OAIM Active by design: a concentrated portfolio built stock by stock rather than an index clone, with OneAscent's values screen deciding what is even eligible.oneascent.com
• Wider map than EAFE-only rivals like ESGD and DMXF: emerging markets are in scope, and the fund measures itself against the MSCI ACWI ex USA Index.sec.gov
• Values are the product, not a bolt-on: the team screens out businesses that clash with its principles, then favors those it judges to be filling a real need. Same approach since the 2022 launch.oneascent.comoneascent.com 2

Worth knowing

• ESGD Cheaper tickets exist on the same shelf: VSGX at 0.10%, iShares' own DMXF at 0.12%. The fee here buys scale, not the lowest sticker.
• The ESG screen leaves holdings different from a plain EAFE fund, so results can drift from the unscreened index in either direction.
• Moderately traded rather than one of the busiest tapes in the category, and distributions land once or twice a year rather than monthly.

• OAIM Charges 0.95% with no fee waiver in place, above the category median. Index-built peers such as VSGX (0.10%) and ESGD (0.20%) sit far below that.
• Thinly traded next to the category's index giants, so spreads and trade timing carry more weight here.
• A concentrated, screened, actively run portfolio can look nothing like the MSCI ACWI ex USA Index in a given stretch, and payouts come once or twice a year, not quarterly.oneascent.com

Full ESGD profile⁠

Full OAIM profile⁠