PABD vs. EFAX

In the year-to-date period, PABD achieves a 15.94% return, which is significantly lower than EFAX's 17.79% return.

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PABD has a 0.12% expense ratio, which is lower than EFAX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for iShares Paris-Aligned Climate MSCI World Ex USA ETF (PABD) and SPDR MSCI EAFE Fossil Fuel Free ETF (EFAX). 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.

The current PABD Sharpe Ratio is 0.90, which is comparable to the EFAX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of PABD and EFAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PABD's dividend yield for the trailing twelve months is around 2.47%, more than EFAX's 2.33% yield.

The maximum PABD drawdown since its inception was -13.37%, smaller than the maximum EFAX drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for PABD and EFAX.

iShares Paris-Aligned Climate MSCI World Ex USA ETF (PABD) and SPDR MSCI EAFE Fossil Fuel Free ETF (EFAX) have volatilities of 3.14% and 3.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.