Alternatives in the same category

iShares Edge MSCI World Value Factor vs JPMorgan Global Research Enhanced Index Equity ESG

iShares Edge MSCI World Value Factor tracks MSCI World Enhanced Value and JPMorgan Global Research Enhanced Index Equity ESG tracks MSCI World (gestión activa mejorada). They are realistic alternatives for the same slot in a portfolio, but because the indices are different nobody can tell you in advance which will return more. What can be compared objectively is the cost, the replication method, the domicile and how each one is structured — and that is what this page does.

What each one tracks

This is the underlying difference: they do not follow the same index, so their returns will diverge.

iShares Edge MSCI World Value Factor

MSCI World Enhanced Value

JPMorgan Global Research Enhanced Index Equity ESG

MSCI World (gestión activa mejorada)

Comparison

iShares Edge MSCI World Value FactorJPMorgan Global Research Enhanced Index Equity ESG
IndexMSCI World Enhanced ValueMSCI World (gestión activa mejorada)
TER0.25%0.25%
Hist. return*~8%~8%
ReplicationPhysicalPhysical
DistributionAccumulatingAccumulating
DomicileIrlandaIrlanda
CurrencyUSDUSD
Risk4/74/7
ISINIE00BP3QZB59IE00BF4G6Y48

What the fee gap actually costs

Applying the SAME 7% gross return to both and contributing €300/month, the only thing moving the result is the TER. This is not a return forecast: it is how much the fee weighs.

HorizoniShares Edge MSCI World Value FactorJPMorgan Global Research Enhanced Index Equity ESGDifference
10 years€51,505€51,505€0
20 years€152,472€152,472€0
30 years€350,400€350,400€0

Both fees are effectively identical, so cost should not decide this choice.

Nobody can know which will perform better: they track different indices and past performance is not a prediction. What is objective today is the cost, the replication, the domicile and the distribution policy.

iShares

iShares Edge MSCI World Value Factor

JPMorgan

JPMorgan Global Research Enhanced Index Equity ESG

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Frequently asked questions

What is the difference between iShares Edge MSCI World Value Factor and JPMorgan Global Research Enhanced Index Equity ESG?+

They track different indices: iShares Edge MSCI World Value Factor follows MSCI World Enhanced Value and JPMorgan Global Research Enhanced Index Equity ESG follows MSCI World (gestión activa mejorada). They also differ in cost (0.25% vs 0.25% TER), replication (physical vs physical) and domicile (Irlanda vs Irlanda).

Which one will perform better?+

Nobody can know that: they track different indices, so their returns will diverge, and past index performance is not a prediction. What you can control today is the cost, the tax structure and whether the index actually covers what you want exposure to.

Which one is cheaper?+

Their fees are effectively identical (0.25% vs 0.25%), so cost should not decide this one. Look at index coverage, distribution policy and availability at your broker instead.

Accumulating or distributing?+

Both are accumulating, so on this point there is no difference between them.

Can I hold both?+

Yes. Unlike two funds tracking the identical index, these give you genuinely different exposure, so holding both is not automatically redundant — just be aware you may end up overlapping on the largest companies and doubling your rebalancing work.

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