ESGD vs SPIB

Comparison between ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF) and SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB, ETF).

5-Year PerformanceESGD has outperformed SPIB, delivering a return of +8.2% compared to +1.9%

ESGD vs SPIB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESGD(ETF)	SPIB(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.20%	0.04%
Max Drawdown	36.32%	17.32%
Sharpe Ratio	1.27	0.74
5Y Beta	0.74	0.06
5Y Dividends CAGR	19.87%	17.29%

Net Assets

ESGD

$11B

SPIB

$11B

Expense Ratio

ESGD

0.20%

Winner

SPIB

0.04%

Max Drawdown

ESGD

36.32%

Winner

SPIB

17.32%

Sharpe Ratio

Winner

ESGD

1.27

SPIB

0.74

5Y Beta

ESGD

0.74

Winner

SPIB

0.06

5Y Dividends CAGR

Winner

ESGD

19.87%

SPIB

17.29%

ESGD vs SPIB - Historical Returns

Returns include dividend reinvestment.

Period	ESGD	SPIB
1 month	+1.76%	+0.25%
3 months	-0.37%	+0.06%
6 months	+11.44%	+1.43%
1 year	+24.66%	+6.22%
5 years(CAGR)	+8.21%	+1.86%
10 years(CAGR)	+9.71%	+2.87%
Max(CAGR)	+9.71%	+3.87%

Winner

ESGD

+1.76%

SPIB

+0.25%

ESGD

-0.37%

Winner

SPIB

+0.06%

Winner

ESGD

+11.44%

SPIB

+1.43%

Winner

ESGD

+24.66%

SPIB

+6.22%

5Y(CAGR)

Winner

ESGD

+8.21%

SPIB

+1.86%

10Y(CAGR)

Winner

ESGD

+9.71%

SPIB

+2.87%

Max(CAGR)

Winner

ESGD

+9.71%

SPIB

+3.87%

ESGD vs SPIB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ESGD	SPIB
2026	+6.76%	+0.60%
2025	+30.15%	+7.91%
2024	+5.27%	+4.62%
2023	+17.62%	+6.97%
2022	-15.64%	-9.31%
2021	+11.04%	-1.13%
2020	+7.27%	+7.69%
2019	+24.28%	+10.13%
2018	-13.80%	-0.40%
2017	+24.81%	+3.73%
2016	+5.46%	+3.88%
2015	N/A	+0.16%
2014	N/A	+4.26%
2013	N/A	-0.46%
2012	N/A	+8.54%
2011	N/A	+5.90%
2010	N/A	+6.96%
2009	N/A	+8.44%

ESGD vs SPIB Drawdown Comparison

The maximum drawdown for ESGD was -33.70%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.

The maximum drawdown for SPIB was -14.94%, occurring on Mar 19, 2020. Recovery took 62 trading sessions.

The current ESGD drawdown is -1.73%. The current SPIB drawdown is -0.61%.

Rank	ESGD	SPIB
#1	-33.70% Jan 17, 2020 - Nov 11, 2020	-14.94% Mar 4, 2020 - Jun 2, 2020
#2	-29.99% Sep 7, 2021 - Feb 22, 2024	-14.80% Aug 3, 2021 - Sep 4, 2024
#3	-21.96% Jan 26, 2018 - Dec 27, 2019	-5.36% Feb 20, 2009 - May 7, 2009
#4	-13.86% Mar 19, 2025 - Apr 29, 2025	-4.59% May 2, 2013 - Apr 8, 2014
#5	-11.68% Feb 25, 2026 - Mar 27, 2026	-3.75% Nov 4, 2010 - Apr 29, 2011
#6	-10.13% Sep 26, 2024 - Mar 5, 2025	-2.98% Sep 6, 2016 - Apr 18, 2017
#7	-7.72% Jul 12, 2024 - Aug 21, 2024	-2.88% Aug 10, 2011 - Nov 3, 2011
#8	-5.79% Nov 12, 2025 - Dec 11, 2025	-2.83% Sep 7, 2017 - Jan 23, 2019
#9	-5.66% Sep 28, 2016 - Jan 5, 2017	-2.55% Dec 31, 2020 - Jul 20, 2021
#10	-5.42% Jun 15, 2021 - Aug 13, 2021	-2.44% Oct 1, 2024 - Feb 25, 2025
#11	-4.94% Mar 27, 2024 - May 9, 2024	-2.12% Apr 17, 2015 - Mar 16, 2016
#12	-4.61% Jul 23, 2025 - Aug 15, 2025	-2.02% Feb 27, 2026 - Mar 26, 2026
#13	-4.54% Jan 8, 2021 - Feb 11, 2021	-1.98% Apr 3, 2025 - Apr 29, 2025
#14	-3.74% Aug 30, 2024 - Sep 19, 2024	-1.85% Jun 3, 2009 - Jun 25, 2009
#15	-3.70% Feb 16, 2021 - Apr 5, 2021	-1.77% May 6, 2010 - Jun 29, 2010

Correlation

Correlation between ESGD and SPIB is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2009 - 2026)

ESGD vs SPIB dividend yield comparison.

Year	ESGD	SPIB
2026	0.00%	1.47%
2025	3.60%	4.42%
2024	3.23%	4.41%
2023	3.02%	3.84%
2022	2.59%	2.65%
2021	2.75%	1.58%
2020	1.63%	2.18%
2019	2.57%	3.03%
2018	2.69%	3.04%
2017	2.65%	2.79%
2016	0.09%	2.68%
2015	0.00%	2.69%
2014	0.00%	2.65%
2013	0.00%	3.04%
2012	0.00%	3.28%
2011	0.00%	3.70%
2010	0.00%	4.16%
2009	0.00%	4.25%