ESGD vs DUHP
Comparison between ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF) and DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF).
ESGD vs DUHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGD
$11B
DUHP
$11B
Expense Ratio
ESGD
0.20%
DUHP
0.20%
Max Drawdown
ESGD
36.32%
Winner
DUHP
20.54%
Sharpe Ratio
ESGD
1.19
Winner
DUHP
1.44
5Y Beta
Winner
ESGD
0.74
DUHP
0.86
P/E Ratio
ESGD
N/A
DUHP
26.95
Forward P/E
ESGD
N/A
DUHP
20.91
PEG Ratio
ESGD
N/A
DUHP
0.41
5Y Dividends CAGR
ESGD
19.87%
DUHP
N/A
5Y EPS CAGR
ESGD
N/A
DUHP
26.14%
Debt to Equity
ESGD
N/A
DUHP
102.80%
P/S Ratio
ESGD
N/A
DUHP
2.88
P/B Ratio
ESGD
N/A
DUHP
10.58
ESGD vs DUHP - Holdings Comparison
ESGD and DUHP have 1 common holdings. Overlap is -0.01%
ESGD's top 25 holdings weight is 23.89%. DUHP's top 25 holdings weight is 60.00%.
| Rank | ESGD | DUHP |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.83% | NVIDIA CORP (NVDA) - 7.34% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.60% | APPLE INC (AAPL) - 6.45% |
| #3 | HSBC HOLDINGS PLC (n/a) - 1.39% | ELI LILLY AND CO (LLY) - 4.45% |
| #4 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.19% | META PLATFORMS INC CLASS A (META) - 4.39% |
| #5 | SIEMENS AG (n/a) - 1.19% | MICROSOFT CORP (MSFT) - 4.13% |
| #6 | NESTLE SA (n/a) - 1.15% | VISA INC CLASS A (V) - 3.90% |
| #7 | ASTRAZENECA PLC (AZN:XLON) - 1.11% | MASTERCARD INC CLASS A (MA) - 2.32% |
| #8 | ABB LTD (n/a) - 1.08% | CATERPILLAR INC (CAT) - 2.29% |
| #9 | SCHNEIDER ELECTRIC SE (n/a) - 1.03% | THE HOME DEPOT INC (HD) - 2.17% |
| #10 | SAP SE (n/a) - 1.00% | LAM RESEARCH CORP (LRCX) - 1.84% |
| #11 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.96% | MERCK & CO INC (MRK) - 1.80% |
| #12 | SHELL PLC (n/a) - 0.95% | COSTCO WHOLESALE CORP (COST) - 1.72% |
| #13 | IBERDROLA SA (n/a) - 0.88% | ORACLE CORP (ORCL) - 1.67% |
| #14 | BHP GROUP LTD (n/a) - 0.84% | PEPSICO INC (PEP) - 1.66% |
| #15 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.80% | COCA-COLA CO (KO) - 1.52% |
| #16 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.79% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.48% |
| #17 | TOKYO ELECTRON LTD (n/a) - 0.75% | UNION PACIFIC CORP (UNP) - 1.40% |
| #18 | HITACHI LTD (n/a) - 0.75% | AMGEN INC (AMGN) - 1.38% |
| #19 | SONY GROUP CORP (n/a) - 0.74% | TJX COMPANIES INC (TJX) - 1.37% |
| #20 | TOTALENERGIES SE (TTE) - 0.72% | KLA CORP (KLAC) - 1.36% |
| #21 | GSK PLC (n/a) - 0.44% | GILEAD SCIENCES INC (GILD) - 1.30% |
| #22 | MARUBENI CORP (n/a) - 0.43% | ABBVIE INC (ABBV) - 1.08% |
| #23 | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 0.43% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.00% |
| #24 | BANK HAPOALIM BM (n/a) - 0.42% | CHENIERE ENERGY INC (LNG) - 0.99% |
| #25 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 0.42% | LOCKHEED MARTIN CORP (LMT) - 0.99% |
| Total Holdings | 346 | 160 |
ESGD vs DUHP - Historical Returns
Returns include dividend reinvestment.
1M
ESGD
+0.33%
Winner
DUHP
+4.10%
3M
ESGD
-1.19%
Winner
DUHP
+2.68%
6M
Winner
ESGD
+7.84%
DUHP
+4.96%
1Y
Winner
ESGD
+22.40%
DUHP
+18.40%
5Y(CAGR)
ESGD
+8.77%
Winner
DUHP
+13.18%
10Y(CAGR)
ESGD
+9.60%
DUHP
N/A
Max(CAGR)
ESGD
+9.60%
Winner
DUHP
+13.18%
ESGD vs DUHP - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGD | DUHP |
|---|---|---|
| 2026 | +5.78% | +4.89% |
| 2025 | +30.15% | +13.94% |
| 2024 | +5.27% | +20.07% |
| 2023 | +17.62% | +21.31% |
| 2022 | -15.64% | -2.55% |
| 2021 | +11.04% | N/A |
| 2020 | +7.27% | N/A |
| 2019 | +24.28% | N/A |
| 2018 | -13.80% | N/A |
| 2017 | +24.81% | N/A |
| 2016 | +5.46% | N/A |
ESGD vs DUHP Drawdown Comparison
The maximum drawdown for ESGD was -33.70%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.
The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.
The current ESGD drawdown is -2.64%. The current DUHP drawdown is -0.05%.
| Rank | ESGD | DUHP |
|---|---|---|
| #1 | -33.70% Jan 17, 2020 - Nov 11, 2020 | -20.04% Mar 29, 2022 - Jun 30, 2023 |
| #2 | -29.99% Sep 7, 2021 - Feb 22, 2024 | -17.86% Feb 19, 2025 - Jul 1, 2025 |
| #3 | -21.96% Jan 26, 2018 - Dec 27, 2019 | -8.99% Feb 11, 2026 - Apr 17, 2026 |
| #4 | -13.86% Mar 19, 2025 - Apr 29, 2025 | -8.83% Jul 31, 2023 - Nov 30, 2023 |
| #5 | -11.68% Feb 25, 2026 - Mar 27, 2026 | -7.58% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -10.13% Sep 26, 2024 - Mar 5, 2025 | -5.98% Mar 28, 2024 - Jun 11, 2024 |
| #7 | -7.72% Jul 12, 2024 - Aug 21, 2024 | -5.75% Dec 4, 2024 - Feb 18, 2025 |
| #8 | -5.79% Nov 12, 2025 - Dec 11, 2025 | -4.73% Oct 27, 2025 - Dec 24, 2025 |
| #9 | -5.66% Sep 28, 2016 - Jan 5, 2017 | -4.68% Mar 2, 2022 - Mar 17, 2022 |
| #10 | -5.42% Jun 15, 2021 - Aug 13, 2021 | -3.58% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -4.94% Mar 27, 2024 - May 9, 2024 | -3.47% Oct 14, 2024 - Nov 7, 2024 |
| #12 | -4.61% Jul 23, 2025 - Aug 15, 2025 | -2.81% Nov 8, 2024 - Nov 25, 2024 |
| #13 | -4.54% Jan 8, 2021 - Feb 11, 2021 | -2.48% Jan 12, 2026 - Jan 27, 2026 |
| #14 | -3.74% Aug 30, 2024 - Sep 19, 2024 | -2.47% Oct 3, 2025 - Oct 24, 2025 |
| #15 | -3.70% Feb 16, 2021 - Apr 5, 2021 | -2.19% Jul 23, 2025 - Aug 12, 2025 |
Correlation
Correlation between ESGD and DUHP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
ESGD vs DUHP dividend yield comparison.
| Year | ESGD | DUHP |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 3.60% | 1.02% |
| 2024 | 3.23% | 1.13% |
| 2023 | 3.02% | 1.51% |
| 2022 | 2.59% | 1.10% |
| 2021 | 2.75% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 2.57% | 0.00% |
| 2018 | 2.69% | 0.00% |
| 2017 | 2.65% | 0.00% |
| 2016 | 0.09% | 0.00% |
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