ESGD vs VDE
Comparison between ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF) and VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF).
5-Year PerformanceVDE has outperformed ESGD, delivering a return of +18.9% compared to +8.3%
ESGD vs VDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGD
$12B
Winner
VDE
$12B
Expense Ratio
ESGD
0.20%
Winner
VDE
0.09%
Max Drawdown
Winner
ESGD
36.32%
VDE
78.51%
Sharpe Ratio
ESGD
1.09
Winner
VDE
1.09
5Y Beta
ESGD
0.75
Winner
VDE
0.55
P/E Ratio
ESGD
N/A
VDE
18.99
Forward P/E
ESGD
N/A
VDE
11.87
5Y Dividends CAGR
ESGD
17.52%
Winner
VDE
22.11%
5Y EPS CAGR
ESGD
N/A
VDE
20.63%
P/S Ratio
ESGD
N/A
VDE
1.45
P/B Ratio
ESGD
N/A
VDE
2.20
ESGD vs VDE - Holdings Comparison
ESGD and VDE have 1 common holdings. Overlap is -1.55%
ESGD's top 25 holdings weight is 27.94%. VDE's top 25 holdings weight is 84.18%.
| Rank | ESGD | VDE |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 3.64% | EXXON MOBIL CORP (XOM) - 20.91% |
| #2 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.64% | CHEVRON CORP (CVX) - 14.18% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.51% | CONOCOPHILLIPS (COP) - 5.88% |
| #4 | HSBC HOLDINGS PLC (n/a) - 1.49% | WILLIAMS COMPANIES INC (WMB) - 3.59% |
| #5 | SIEMENS AG (n/a) - 1.20% | VALERO ENERGY CORP (VLO) - 3.03% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.16% | MARATHON PETROLEUM CORP (MPC) - 3.02% |
| #7 | NESTLE SA (n/a) - 1.12% | EOG RESOURCES INC (EOG) - 2.97% |
| #8 | ABB LTD (n/a) - 1.11% | SLB LTD (SLB) - 2.92% |
| #9 | ASTRAZENECA PLC (AZN:XLON) - 1.10% | PHILLIPS 66 (PSX) - 2.80% |
| #10 | TOKYO ELECTRON LTD (n/a) - 1.09% | BAKER HUGHES CO CLASS A (BKR) - 2.66% |
| #11 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.99% | KINDER MORGAN INC CLASS P (KMI) - 2.55% |
| #12 | BHP GROUP LTD (n/a) - 0.97% | CHENIERE ENERGY INC (LNG) - 2.34% |
| #13 | ALLIANZ SE (n/a) - 0.97% | ONEOK INC (OKE) - 2.26% |
| #14 | SAP SE (n/a) - 0.92% | TARGA RESOURCES CORP (TRGP) - 2.17% |
| #15 | INTESA SANPAOLO (n/a) - 0.91% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.56% |
| #16 | SHELL PLC (n/a) - 0.90% | DIAMONDBACK ENERGY INC (FANG) - 1.50% |
| #17 | SCHNEIDER ELECTRIC SE (n/a) - 0.84% | EQT CORP (EQT) - 1.46% |
| #18 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.84% | HALLIBURTON CO (HAL) - 1.41% |
| #19 | TOTALENERGIES SE (TTE) - 0.82% | TECHNIPFMC PLC (FTI) - 1.25% |
| #20 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.82% | DEVON ENERGY CORP (DVN) - 1.23% |
| #21 | IBERDROLA SA (n/a) - 0.82% | COTERRA ENERGY INC ORDINARY SHARES (n/a) - 1.08% |
| #22 | BNP PARIBAS ACT. CAT.A (n/a) - 0.79% | TEXAS PACIFIC LAND CORP (TPL) - 1.03% |
| #23 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.79% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.96% |
| #24 | SOFTBANK GROUP CORP (n/a) - 0.76% | OVINTIV INC (OVV) - 0.71% |
| #25 | TOYOTA MOTOR CORP (n/a) - 0.74% | MKTLIQ 12/31/2049 (n/a) - 0.71% |
| Total Holdings | 388 | 112 |
ESGD vs VDE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGD
+0.16%
VDE
-7.94%
3M
Winner
ESGD
+8.93%
VDE
-8.19%
6M
ESGD
+7.91%
Winner
VDE
+24.04%
1Y
ESGD
+20.95%
Winner
VDE
+30.95%
5Y(CAGR)
ESGD
+8.33%
Winner
VDE
+18.94%
10Y(CAGR)
Winner
ESGD
+9.62%
VDE
+8.46%
Max(CAGR)
Winner
ESGD
+9.62%
VDE
+7.96%
ESGD vs VDE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ESGD | VDE |
|---|---|---|
| 2026 | +7.11% | +20.90% |
| 2025 | +30.15% | +5.79% |
| 2024 | +5.27% | +5.70% |
| 2023 | +17.62% | +4.13% |
| 2022 | -15.64% | +57.80% |
| 2021 | +11.04% | +55.40% |
| 2020 | +7.27% | -33.63% |
| 2019 | +24.28% | +6.90% |
| 2018 | -13.80% | -21.37% |
| 2017 | +24.81% | -3.64% |
| 2016 | +5.46% | +29.21% |
| 2015 | N/A | -23.61% |
| 2014 | N/A | -8.64% |
| 2013 | N/A | +22.95% |
| 2012 | N/A | +0.65% |
| 2011 | N/A | +1.84% |
| 2010 | N/A | +17.40% |
| 2009 | N/A | +18.68% |
| 2008 | N/A | -40.08% |
| 2007 | N/A | +40.01% |
| 2006 | N/A | +14.00% |
| 2005 | N/A | +44.17% |
| 2004 | N/A | +5.32% |
ESGD vs VDE Drawdown Comparison
The maximum drawdown for ESGD was -33.70%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.
The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.
The current ESGD drawdown is -2.14%. The current VDE drawdown is -12.59%.
| Rank | ESGD | VDE |
|---|---|---|
| #1 | -33.70% Jan 17, 2020 - Nov 11, 2020 | -74.23% Jun 23, 2014 - Apr 8, 2022 |
| #2 | -29.99% Sep 7, 2021 - Feb 22, 2024 | -58.18% May 20, 2008 - Sep 11, 2013 |
| #3 | -21.96% Jan 26, 2018 - Dec 27, 2019 | -26.56% Jun 7, 2022 - Nov 1, 2022 |
| #4 | -13.86% Mar 19, 2025 - Apr 29, 2025 | -21.39% Nov 22, 2024 - Jan 5, 2026 |
| #5 | -11.68% Feb 25, 2026 - Jun 15, 2026 | -18.53% Nov 15, 2022 - Sep 8, 2023 |
| #6 | -10.13% Sep 26, 2024 - Mar 5, 2025 | -16.76% May 10, 2006 - Nov 29, 2006 |
| #7 | -7.72% Jul 12, 2024 - Aug 21, 2024 | -15.93% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -5.79% Nov 12, 2025 - Dec 11, 2025 | -15.87% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -5.66% Sep 28, 2016 - Jan 5, 2017 | -15.10% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -5.42% Jun 15, 2021 - Aug 13, 2021 | -14.20% Mar 27, 2026 - Jun 18, 2026 |
| #11 | -4.94% Mar 27, 2024 - May 9, 2024 | -13.45% Apr 5, 2024 - Nov 20, 2024 |
| #12 | -4.61% Jul 23, 2025 - Aug 15, 2025 | -13.03% Sep 14, 2023 - Mar 19, 2024 |
| #13 | -4.54% Jan 8, 2021 - Feb 11, 2021 | -12.74% Dec 14, 2006 - Apr 4, 2007 |
| #14 | -3.74% Aug 30, 2024 - Sep 19, 2024 | -12.51% Jul 19, 2007 - Sep 18, 2007 |
| #15 | -3.70% Feb 16, 2021 - Apr 5, 2021 | -11.56% Jan 30, 2006 - Apr 18, 2006 |
Correlation
Correlation between ESGD and VDE is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2004 - 2026)
ESGD vs VDE dividend yield comparison.
| Year | ESGD | VDE |
|---|---|---|
| 2026 | 1.61% | 0.63% |
| 2025 | 3.60% | 3.11% |
| 2024 | 3.23% | 3.23% |
| 2023 | 3.02% | 3.34% |
| 2022 | 2.59% | 3.65% |
| 2021 | 2.75% | 4.13% |
| 2020 | 1.63% | 4.76% |
| 2019 | 2.57% | 3.42% |
| 2018 | 2.69% | 3.35% |
| 2017 | 2.65% | 2.90% |
| 2016 | 0.09% | 2.31% |
| 2015 | 0.00% | 3.17% |
| 2014 | 0.00% | 1.98% |
| 2013 | 0.00% | 1.74% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.60% |
| 2010 | 0.00% | 1.25% |
| 2009 | 0.00% | 1.43% |
| 2008 | 0.00% | 1.76% |
| 2007 | 0.00% | 0.83% |
| 2006 | 0.00% | 1.09% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 0.41% |
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