ESGD vs AVUS
Comparison between ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF) and AVANTIS U.S. EQUITY ETF (AVUS, ETF).
5-Year PerformanceAVUS has outperformed ESGD, delivering a return of +12.5% compared to +8.2%
ESGD vs AVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGD
$11B
Winner
AVUS
$11B
Expense Ratio
ESGD
0.20%
Winner
AVUS
0.15%
Max Drawdown
Winner
ESGD
36.32%
AVUS
37.04%
Sharpe Ratio
ESGD
1.27
Winner
AVUS
2.24
5Y Beta
Winner
ESGD
0.74
AVUS
0.98
P/E Ratio
ESGD
N/A
AVUS
24.45
Forward P/E
ESGD
N/A
AVUS
18.33
5Y Dividends CAGR
Winner
ESGD
19.87%
AVUS
14.19%
5Y EPS CAGR
ESGD
N/A
AVUS
23.68%
P/S Ratio
ESGD
N/A
AVUS
2.25
P/B Ratio
ESGD
N/A
AVUS
3.91
ESGD vs AVUS - Holdings Comparison
ESGD and AVUS have 1 common holdings. Overlap is -0.01%
ESGD's top 25 holdings weight is 25.02%. AVUS's top 25 holdings weight is 37.92%.
| Rank | ESGD | AVUS |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.85% | NVIDIA CORP (NVDA) - 4.90% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.61% | APPLE INC (AAPL) - 4.85% |
| #3 | HSBC HOLDINGS PLC (n/a) - 1.35% | MICROSOFT CORP (MSFT) - 3.53% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 1.20% | AMAZON.COM INC (AMZN) - 3.21% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.19% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #6 | SIEMENS AG (n/a) - 1.14% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #7 | NESTLE SA (n/a) - 1.11% | ALPHABET INC CLASS C (GOOG) - 1.89% |
| #8 | SCHNEIDER ELECTRIC SE (n/a) - 1.04% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #9 | ABB LTD (n/a) - 1.01% | EXXON MOBIL CORP (XOM) - 1.33% |
| #10 | SAP SE (n/a) - 1.01% | MICRON TECHNOLOGY INC (MU) - 1.09% |
| #11 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.98% | BROADCOM INC (AVGO) - 1.01% |
| #12 | SHELL PLC (n/a) - 0.93% | LAM RESEARCH CORP (LRCX) - 0.90% |
| #13 | IBERDROLA SA (n/a) - 0.86% | CATERPILLAR INC (CAT) - 0.90% |
| #14 | BHP GROUP LTD (n/a) - 0.84% | TESLA INC (TSLA) - 0.80% |
| #15 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.80% | WALMART INC (WMT) - 0.78% |
| #16 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.79% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #17 | HITACHI LTD (n/a) - 0.78% | ELI LILLY AND CO (LLY) - 0.73% |
| #18 | SONY GROUP CORP (n/a) - 0.78% | JOHNSON & JOHNSON (JNJ) - 0.72% |
| #19 | TOYOTA MOTOR CORP (n/a) - 0.75% | MERCK & CO INC (MRK) - 0.72% |
| #20 | ALLIANZ SE (n/a) - 0.70% | VISA INC CLASS A (V) - 0.72% |
| #21 | AXA SA (n/a) - 0.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% |
| #22 | TOKYO ELECTRON LTD (n/a) - 0.68% | CHEVRON CORP (CVX) - 0.67% |
| #23 | TOTALENERGIES SE (TTE) - 0.67% | APPLIED MATERIALS INC (AMAT) - 0.66% |
| #24 | ZURICH INSURANCE GROUP AG (n/a) - 0.65% | MASTERCARD INC CLASS A (MA) - 0.55% |
| #25 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.62% | GILEAD SCIENCES INC (GILD) - 0.54% |
| Total Holdings | 394 | 1846 |
ESGD vs AVUS - Historical Returns
Returns include dividend reinvestment.
1M
ESGD
+1.76%
Winner
AVUS
+7.89%
3M
ESGD
-0.37%
Winner
AVUS
+6.28%
6M
ESGD
+11.44%
Winner
AVUS
+14.79%
1Y
ESGD
+24.66%
Winner
AVUS
+35.69%
5Y(CAGR)
ESGD
+8.21%
Winner
AVUS
+12.52%
10Y(CAGR)
ESGD
+9.71%
AVUS
N/A
Max(CAGR)
ESGD
+9.71%
Winner
AVUS
+16.30%
ESGD vs AVUS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGD | AVUS |
|---|---|---|
| 2026 | +6.76% | +10.98% |
| 2025 | +30.15% | +16.80% |
| 2024 | +5.27% | +21.05% |
| 2023 | +17.62% | +22.55% |
| 2022 | -15.64% | -14.25% |
| 2021 | +11.04% | +30.39% |
| 2020 | +7.27% | +16.67% |
| 2019 | +24.28% | +8.87% |
| 2018 | -13.80% | N/A |
| 2017 | +24.81% | N/A |
| 2016 | +5.46% | N/A |
ESGD vs AVUS Drawdown Comparison
The maximum drawdown for ESGD was -33.70%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The current ESGD drawdown is -1.73%. The current AVUS drawdown is -0.02%.
| Rank | ESGD | AVUS |
|---|---|---|
| #1 | -33.70% Jan 17, 2020 - Nov 11, 2020 | -37.04% Feb 19, 2020 - Aug 27, 2020 |
| #2 | -29.99% Sep 7, 2021 - Feb 22, 2024 | -22.20% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -21.96% Jan 26, 2018 - Dec 27, 2019 | -19.74% Dec 4, 2024 - Jul 1, 2025 |
| #4 | -13.86% Mar 19, 2025 - Apr 29, 2025 | -9.15% Sep 2, 2020 - Oct 12, 2020 |
| #5 | -11.68% Feb 25, 2026 - Mar 27, 2026 | -8.68% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -10.13% Sep 26, 2024 - Mar 5, 2025 | -7.85% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -7.72% Jul 12, 2024 - Aug 21, 2024 | -6.89% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -5.79% Nov 12, 2025 - Dec 11, 2025 | -5.56% Nov 16, 2021 - Dec 27, 2021 |
| #9 | -5.66% Sep 28, 2016 - Jan 5, 2017 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | -5.42% Jun 15, 2021 - Aug 13, 2021 | -4.79% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -4.94% Mar 27, 2024 - May 9, 2024 | -4.24% Jan 20, 2021 - Feb 4, 2021 |
| #12 | -4.61% Jul 23, 2025 - Aug 15, 2025 | -4.24% Sep 2, 2021 - Oct 19, 2021 |
| #13 | -4.54% Jan 8, 2021 - Feb 11, 2021 | -4.23% May 7, 2021 - Jun 4, 2021 |
| #14 | -3.74% Aug 30, 2024 - Sep 19, 2024 | -4.06% Jul 12, 2021 - Jul 29, 2021 |
| #15 | -3.70% Feb 16, 2021 - Apr 5, 2021 | -4.00% Feb 24, 2021 - Mar 10, 2021 |
Correlation
Correlation between ESGD and AVUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
ESGD vs AVUS dividend yield comparison.
| Year | ESGD | AVUS |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 3.60% | 1.08% |
| 2024 | 3.23% | 1.27% |
| 2023 | 3.02% | 1.41% |
| 2022 | 2.59% | 1.59% |
| 2021 | 2.75% | 1.08% |
| 2020 | 1.63% | 1.19% |
| 2019 | 2.57% | 0.35% |
| 2018 | 2.69% | 0.00% |
| 2017 | 2.65% | 0.00% |
| 2016 | 0.09% | 0.00% |
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