ESG vs MSSS
Comparison between FLEXSHARES STOXX US ESG SELECT INDEX FUND (ESG, ETF) and MONARCH SELECT SUBSECTOR INDEX ETF (MSSS, ETF).
ESG vs MSSS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESG
$128M
MSSS
$128M
Expense Ratio
Winner
ESG
0.32%
MSSS
1.43%
Max Drawdown
ESG
32.89%
Winner
MSSS
19.35%
Sharpe Ratio
Winner
ESG
1.53
MSSS
1.15
5Y Beta
ESG
0.90
Winner
MSSS
0.82
P/E Ratio
ESG
27.56
MSSS
N/A
Forward P/E
ESG
21.28
MSSS
N/A
PEG Ratio
ESG
0.46
MSSS
N/A
5Y Dividends CAGR
ESG
4.34%
MSSS
N/A
5Y EPS CAGR
ESG
24.32%
MSSS
N/A
Debt to Equity
ESG
40.18%
MSSS
N/A
P/S Ratio
ESG
3.17
MSSS
N/A
P/B Ratio
ESG
4.96
MSSS
N/A
ESG vs MSSS - Holdings Comparison
ESG and MSSS have 0 common holdings. Overlap is 0.00%
ESG's top 25 holdings weight is 61.71%. MSSS's top 25 holdings weight is 99.45%.
| Rank | ESG | MSSS |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.56% | STATE STREET® SPDR® S&P® SMCNDCTR ETF (XSD) - 11.22% |
| #2 | APPLE INC (AAPL) - 5.32% | ISHARES US HEALTHCARE PROVIDERS ETF (IHF) - 10.07% |
| #3 | NVIDIA CORP (NVDA) - 5.20% | STT STRT® SPDR® S&P® ARSPC & DFNC ETF (XAR) - 10.04% |
| #4 | MICROSOFT CORP (MSFT) - 4.57% | INVESCO KBW PROPERTY & CASUALTY INS ETF (KBWP) - 9.93% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.31% | STATE STREET® SPDR® S&P® INSURANCE ETF (KIE) - 9.92% |
| #6 | AMAZON.COM INC (AMZN) - 3.70% | ISHARES US MEDICAL DEVICES ETF (IHI) - 9.84% |
| #7 | JPMORGAN CHASE & CO (JPM) - 3.52% | STATE STREETSPDRS&PSFTWR&SVCSETF (XSW) - 9.84% |
| #8 | ELI LILLY AND CO (LLY) - 3.21% | INVESCO DYNAMIC LEISURE AND ENTMNT ETF (PEJ) - 9.61% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.84% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 9.57% |
| #10 | EXXON MOBIL CORP (XOM) - 2.67% | STATE STREET® SPDR® S&P® PHRMCTLSETF (XPH) - 9.41% |
| #11 | JOHNSON & JOHNSON (JNJ) - 2.37% | N/A |
| #12 | WALMART INC (WMT) - 2.24% | N/A |
| #13 | TESLA INC (TSLA) - 2.06% | N/A |
| #14 | PROCTER & GAMBLE CO (PG) - 1.42% | N/A |
| #15 | COCA-COLA CO (KO) - 1.33% | N/A |
| #16 | INTEL CORP (INTC) - 1.29% | N/A |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.27% | N/A |
| #18 | MERCK & CO INC (MRK) - 1.27% | N/A |
| #19 | CATERPILLAR INC (CAT) - 1.19% | N/A |
| #20 | ADVANCED MICRO DEVICES INC (AMD) - 1.18% | N/A |
| #21 | VISA INC CLASS A (V) - 1.17% | N/A |
| #22 | CISCO SYSTEMS INC (CSCO) - 1.01% | N/A |
| #23 | WELLS FARGO & CO (WFC) - 1.01% | N/A |
| #24 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.00% | N/A |
| #25 | BANK OF AMERICA CORP (BAC) - 1.00% | N/A |
| Total Holdings | 253 | 10 |
ESG vs MSSS - Historical Returns
Returns include dividend reinvestment.
1M
ESG
+3.29%
Winner
MSSS
+3.45%
3M
Winner
ESG
+9.29%
MSSS
+7.28%
6M
ESG
+10.08%
Winner
MSSS
+12.70%
1Y
Winner
ESG
+23.63%
MSSS
+20.02%
5Y(CAGR)
ESG
+12.14%
MSSS
N/A
10Y(CAGR)
ESG
+14.84%
MSSS
N/A
Max(CAGR)
Winner
ESG
+14.84%
MSSS
+14.57%
ESG vs MSSS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESG | MSSS |
|---|---|---|
| 2026 | +9.29% | +12.19% |
| 2025 | +16.48% | +10.07% |
| 2024 | +20.72% | +9.26% |
| 2023 | +28.05% | N/A |
| 2022 | -20.63% | N/A |
| 2021 | +30.12% | N/A |
| 2020 | +19.77% | N/A |
| 2019 | +30.99% | N/A |
| 2018 | -5.15% | N/A |
| 2017 | +22.77% | N/A |
| 2016 | +5.71% | N/A |
ESG vs MSSS Drawdown Comparison
The maximum drawdown for ESG was -32.52%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for MSSS was -19.14%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The current ESG drawdown is -3.03%. The current MSSS drawdown is -1.49%.
| Rank | ESG | MSSS |
|---|---|---|
| #1 | -32.52% Feb 19, 2020 - Aug 6, 2020 | -19.14% Nov 29, 2024 - Aug 13, 2025 |
| #2 | -26.04% Jan 3, 2022 - Dec 13, 2023 | -10.18% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -18.70% Oct 3, 2018 - Apr 12, 2019 | -7.72% Mar 28, 2024 - Jul 11, 2024 |
| #4 | -18.32% Feb 19, 2025 - Jun 26, 2025 | -5.84% Oct 3, 2025 - Jan 9, 2026 |
| #5 | -13.41% Jul 10, 2017 - Jan 12, 2018 | -5.08% Oct 18, 2024 - Nov 25, 2024 |
| #6 | -10.27% Jan 29, 2018 - Aug 6, 2018 | -4.13% Jul 30, 2024 - Aug 19, 2024 |
| #7 | -10.24% Sep 2, 2020 - Nov 16, 2020 | -3.43% Jan 15, 2026 - Feb 17, 2026 |
| #8 | -8.67% Feb 9, 2026 - Apr 17, 2026 | -2.67% Sep 11, 2025 - Oct 3, 2025 |
| #9 | -8.51% Jul 16, 2024 - Sep 19, 2024 | -2.40% Sep 30, 2024 - Oct 16, 2024 |
| #10 | -7.02% May 3, 2019 - Jun 20, 2019 | -2.04% Aug 30, 2024 - Sep 13, 2024 |
| #11 | -6.57% Jul 26, 2019 - Oct 28, 2019 | -1.83% Apr 20, 2026 - May 1, 2026 |
| #12 | -5.44% Mar 28, 2024 - May 15, 2024 | -1.65% Mar 7, 2024 - Mar 21, 2024 |
| #13 | -5.36% Sep 3, 2021 - Oct 20, 2021 | -1.49% Jun 4, 2026 - Jun 5, 2026 |
| #14 | -4.72% Oct 28, 2025 - Dec 11, 2025 | -1.41% Jul 16, 2024 - Jul 26, 2024 |
| #15 | -4.52% Dec 6, 2024 - Jan 27, 2025 | -1.40% Feb 20, 2026 - Feb 26, 2026 |
Correlation
Correlation between ESG and MSSS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
ESG vs MSSS dividend yield comparison.
| Year | ESG | MSSS |
|---|---|---|
| 2026 | 0.16% | 0.16% |
| 2025 | 0.96% | 0.21% |
| 2024 | 1.18% | 0.42% |
| 2023 | 1.10% | 0.00% |
| 2022 | 1.38% | 0.00% |
| 2021 | 1.03% | 0.00% |
| 2020 | 1.33% | 0.00% |
| 2019 | 1.51% | 0.00% |
| 2018 | 1.72% | 0.00% |
| 2017 | 1.52% | 0.00% |
| 2016 | 0.92% | 0.00% |
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