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
$12B
Winner
DUHP
$12B
Expense Ratio
ESGD
0.20%
DUHP
0.20%
Max Drawdown
ESGD
36.32%
Winner
DUHP
20.54%
Sharpe Ratio
ESGD
1.04
Winner
DUHP
1.04
5Y Beta
Winner
ESGD
0.74
DUHP
0.86
P/E Ratio
ESGD
N/A
DUHP
28.88
Forward P/E
ESGD
N/A
DUHP
21.32
PEG Ratio
ESGD
N/A
DUHP
0.41
5Y Dividends CAGR
ESGD
17.52%
DUHP
N/A
5Y EPS CAGR
ESGD
N/A
DUHP
24.13%
Debt to Equity
ESGD
N/A
DUHP
121.24%
P/S Ratio
ESGD
N/A
DUHP
3.45
P/B Ratio
ESGD
N/A
DUHP
11.93
ESGD vs DUHP - Holdings Comparison
ESGD and DUHP have 1 common holdings. Overlap is -0.04%
ESGD's top 25 holdings weight is 26.81%. DUHP's top 25 holdings weight is 62.61%.
| Rank | ESGD | DUHP |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.30% | APPLE INC (AAPL) - 7.43% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.54% | NVIDIA CORP (NVDA) - 7.43% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.49% | ELI LILLY AND CO (LLY) - 5.15% |
| #4 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.24% | MICROSOFT CORP (MSFT) - 4.30% |
| #5 | SIEMENS AG (n/a) - 1.19% | VISA INC CLASS A (V) - 4.11% |
| #6 | SAP SE (n/a) - 1.14% | META PLATFORMS INC CLASS A (META) - 3.93% |
| #7 | NESTLE SA (n/a) - 1.08% | MICRON TECHNOLOGY INC (MU) - 2.78% |
| #8 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.02% | CATERPILLAR INC (CAT) - 2.51% |
| #9 | ABB LTD (n/a) - 1.02% | LAM RESEARCH CORP (LRCX) - 2.35% |
| #10 | ALLIANZ SE (n/a) - 1.02% | MASTERCARD INC CLASS A (MA) - 2.27% |
| #11 | INTESA SANPAOLO (n/a) - 0.99% | THE HOME DEPOT INC (HD) - 2.02% |
| #12 | SHELL PLC (n/a) - 0.98% | KLA CORP (KLAC) - 1.68% |
| #13 | ASTRAZENECA PLC (AZN:XLON) - 0.95% | MERCK & CO INC (MRK) - 1.66% |
| #14 | BHP GROUP LTD (n/a) - 0.91% | UNION PACIFIC CORP (UNP) - 1.44% |
| #15 | SCHNEIDER ELECTRIC SE (n/a) - 0.88% | ORACLE CORP (ORCL) - 1.43% |
| #16 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.86% | AMGEN INC (AMGN) - 1.34% |
| #17 | TOTALENERGIES SE (TTE) - 0.85% | PEPSICO INC (PEP) - 1.33% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 0.84% | COCA-COLA CO (KO) - 1.32% |
| #19 | TOKYO ELECTRON LTD (n/a) - 0.84% | TEXAS INSTRUMENTS INC (TXN) - 1.30% |
| #20 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.84% | COSTCO WHOLESALE CORP (COST) - 1.27% |
| #21 | IBERDROLA SA (n/a) - 0.80% | TJX COMPANIES INC (TJX) - 1.21% |
| #22 | TOYOTA MOTOR CORP (n/a) - 0.78% | QUALCOMM INC (QCOM) - 1.20% |
| #23 | SONY GROUP CORP (n/a) - 0.78% | GILEAD SCIENCES INC (GILD) - 1.09% |
| #24 | HITACHI LTD (n/a) - 0.76% | ABBVIE INC (ABBV) - 1.07% |
| #25 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.71% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.99% |
| Total Holdings | 373 | 149 |
ESGD vs DUHP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGD
+4.03%
DUHP
+2.34%
3M
Winner
ESGD
+6.00%
DUHP
+5.48%
6M
ESGD
+5.19%
Winner
DUHP
+8.58%
1Y
Winner
ESGD
+21.86%
DUHP
+17.23%
5Y(CAGR)
ESGD
+9.44%
Winner
DUHP
+13.96%
10Y(CAGR)
ESGD
+9.53%
DUHP
N/A
Max(CAGR)
ESGD
+10.08%
Winner
DUHP
+13.96%
ESGD vs DUHP - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGD | DUHP |
|---|---|---|
| 2026 | +13.43% | +11.95% |
| 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 -0.44%. The current DUHP drawdown is -1.10%.
| 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 - Jun 15, 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 | -3.53% Jun 4, 2026 - Jun 15, 2026 |
| #12 | -4.61% Jul 23, 2025 - Aug 15, 2025 | -3.47% Oct 14, 2024 - Nov 7, 2024 |
| #13 | -4.54% Jan 8, 2021 - Feb 11, 2021 | -2.81% Nov 8, 2024 - Nov 25, 2024 |
| #14 | -3.74% Aug 30, 2024 - Sep 19, 2024 | -2.48% Jan 12, 2026 - Jan 27, 2026 |
| #15 | -3.70% Feb 16, 2021 - Apr 5, 2021 | -2.47% Oct 3, 2025 - Oct 24, 2025 |
Correlation
Correlation between ESGD and DUHP 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 DUHP dividend yield comparison.
| Year | ESGD | DUHP |
|---|---|---|
| 2026 | 1.52% | 0.45% |
| 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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