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ESGD vs SPY

Comparison between ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ESGD, delivering a return of +13.2% compared to +8.3%

ESGD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ESGD
$12B
Winner
SPY
$784B
Expense Ratio
ESGD
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
ESGD
36.32%
SPY
56.47%
Sharpe Ratio
ESGD
1.09
Winner
SPY
1.54
5Y Beta
Winner
ESGD
0.75
SPY
1.00
P/E Ratio
ESGD
N/A
SPY
27.62
Forward P/E
ESGD
N/A
SPY
21.11
5Y Dividends CAGR
Winner
ESGD
17.52%
SPY
6.00%
5Y EPS CAGR
ESGD
N/A
SPY
25.30%
Debt to Equity
ESGD
N/A
SPY
31.11%
P/S Ratio
ESGD
N/A
SPY
3.49
P/B Ratio
ESGD
N/A
SPY
5.30

ESGD vs SPY - Holdings Comparison

ESGD and SPY have 1 common holdings. Overlap is -1.55%

ESGD's top 25 holdings weight is 27.94%. SPY's top 25 holdings weight is 51.24%.

RankESGDSPY
#1
ASML HOLDING NV (n/a) - 3.64%
NVIDIA CORP (NVDA) - 7.81%
#2
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.64%
APPLE INC (AAPL) - 6.81%
#3
NOVARTIS AG REGISTERED SHARES (n/a) - 1.51%
MICROSOFT CORP (MSFT) - 4.53%
#4
HSBC HOLDINGS PLC (n/a) - 1.49%
AMAZON.COM INC (AMZN) - 3.72%
#5
SIEMENS AG (n/a) - 1.20%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.16%
BROADCOM INC (AVGO) - 2.77%
#7
NESTLE SA (n/a) - 1.12%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
ABB LTD (n/a) - 1.11%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
ASTRAZENECA PLC (AZN:XLON) - 1.10%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
TOKYO ELECTRON LTD (n/a) - 1.09%
TESLA INC (TSLA) - 1.76%
#11
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.99%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
BHP GROUP LTD (n/a) - 0.97%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
ALLIANZ SE (n/a) - 0.97%
ELI LILLY AND CO (LLY) - 1.38%
#14
SAP SE (n/a) - 0.92%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
INTESA SANPAOLO (n/a) - 0.91%
EXXON MOBIL CORP (XOM) - 0.92%
#16
SHELL PLC (n/a) - 0.90%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
SCHNEIDER ELECTRIC SE (n/a) - 0.84%
VISA INC CLASS A (V) - 0.87%
#18
SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.84%
INTEL CORP (INTC) - 0.85%
#19
TOTALENERGIES SE (TTE) - 0.82%
WALMART INC (WMT) - 0.82%
#20
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.82%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
IBERDROLA SA (n/a) - 0.82%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
BNP PARIBAS ACT. CAT.A (n/a) - 0.79%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.79%
CATERPILLAR INC (CAT) - 0.68%
#24
SOFTBANK GROUP CORP (n/a) - 0.76%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
TOYOTA MOTOR CORP (n/a) - 0.74%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings388505

ESGD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ESGD
+0.16%
SPY
-1.37%
3M
ESGD
+8.93%
Winner
SPY
+12.22%
6M
Winner
ESGD
+7.91%
SPY
+7.20%
1Y
ESGD
+20.95%
Winner
SPY
+23.58%
5Y(CAGR)
ESGD
+8.33%
Winner
SPY
+13.19%
10Y(CAGR)
ESGD
+9.62%
Winner
SPY
+15.12%
Max(CAGR)
Winner
ESGD
+9.62%
SPY
+8.44%

ESGD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearESGDSPY
2026+7.11%+7.95%
2025+30.15%+18.00%
2024+5.27%+25.59%
2023+17.62%+26.72%
2022-15.64%-18.64%
2021+11.04%+30.52%
2020+7.27%+17.28%
2019+24.28%+31.09%
2018-13.80%-5.24%
2017+24.81%+20.78%
2016+5.46%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ESGD vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ESGD drawdown is -2.14%. The current SPY drawdown is -3.18%.

RankESGDSPY
#1-33.70%
Jan 17, 2020 - Nov 11, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.99%
Sep 7, 2021 - Feb 22, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.96%
Jan 26, 2018 - Dec 27, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.86%
Mar 19, 2025 - Apr 29, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.68%
Feb 25, 2026 - Jun 15, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.13%
Sep 26, 2024 - Mar 5, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.72%
Jul 12, 2024 - Aug 21, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.79%
Nov 12, 2025 - Dec 11, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.66%
Sep 28, 2016 - Jan 5, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.42%
Jun 15, 2021 - Aug 13, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.94%
Mar 27, 2024 - May 9, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.61%
Jul 23, 2025 - Aug 15, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.54%
Jan 8, 2021 - Feb 11, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.74%
Aug 30, 2024 - Sep 19, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.70%
Feb 16, 2021 - Apr 5, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ESGD and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

ESGD vs SPY dividend yield comparison.

YearESGDSPY
20261.61%0.50%
20253.60%1.07%
20243.23%1.21%
20233.02%1.40%
20222.59%1.65%
20212.75%1.20%
20201.63%1.52%
20192.57%1.75%
20182.69%2.04%
20172.65%1.80%
20160.09%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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