BGRN vs. ESEB
Compare and contrast key facts about iShares Global Green Bond ETF (BGRN) and Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF (ESEB).
BGRN and ESEB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BGRN is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays MSCI Green Bond Select USD Hedged Index. It was launched on Nov 13, 2018. ESEB is a passively managed fund by Deutsche Bank that tracks the performance of the J.P. Morgan ESG EMBI Global Diversified Sovereign Index. It was launched on Mar 3, 2015. Both BGRN and ESEB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRN or ESEB.
Key characteristics
| BGRN | ESEB |
|---|
Correlation
The correlation between BGRN and ESEB is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BGRN vs. ESEB - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BGRN vs. ESEB - Expense Ratio Comparison
BGRN has a 0.20% expense ratio, which is lower than ESEB's 0.35% expense ratio.
Risk-Adjusted Performance
BGRN vs. ESEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Green Bond ETF (BGRN) and Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF (ESEB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BGRN vs. ESEB - Dividend Comparison
BGRN's dividend yield for the trailing twelve months is around 3.78%, while ESEB has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGRN iShares Global Green Bond ETF | 3.78% | 3.52% | 2.66% | 0.78% | 1.82% | 3.66% | 0.21% | 0.00% | 0.00% | 0.00% |
ESEB Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF | 5.32% | 6.07% | 5.06% | 4.00% | 3.53% | 4.46% | 4.62% | 4.53% | 4.99% | 4.59% |
Drawdowns
BGRN vs. ESEB - Drawdown Comparison
Volatility
BGRN vs. ESEB - Volatility Comparison
iShares Global Green Bond ETF (BGRN) has a higher volatility of 1.42% compared to Xtrackers J.P. Morgan ESG Emerging Markets Sovereign ETF (ESEB) at 0.00%. This indicates that BGRN's price experiences larger fluctuations and is considered to be riskier than ESEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.