ESGD vs VPU
Comparison between ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).
5-Year PerformanceVPU has outperformed ESGD, delivering a return of +9.4% compared to +8.2%
ESGD vs VPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGD
$11B
Winner
VPU
$11B
Expense Ratio
ESGD
0.20%
Winner
VPU
0.09%
Max Drawdown
Winner
ESGD
36.32%
VPU
48.41%
Sharpe Ratio
Winner
ESGD
1.27
VPU
0.74
5Y Beta
ESGD
0.74
Winner
VPU
0.34
P/E Ratio
ESGD
N/A
VPU
21.08
Forward P/E
ESGD
N/A
VPU
18.99
5Y Dividends CAGR
Winner
ESGD
19.87%
VPU
12.72%
5Y EPS CAGR
ESGD
N/A
VPU
12.68%
Debt to Equity
ESGD
N/A
VPU
130.57%
P/S Ratio
ESGD
N/A
VPU
2.93
P/B Ratio
ESGD
N/A
VPU
2.39
ESGD vs VPU - Holdings Comparison
ESGD and VPU have 1 common holdings. Overlap is -0.01%
ESGD's top 25 holdings weight is 25.02%. VPU's top 25 holdings weight is 83.01%.
| Rank | ESGD | VPU |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.85% | NEXTERA ENERGY INC (NEE) - 12.15% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.61% | SOUTHERN CO (SO) - 6.75% |
| #3 | HSBC HOLDINGS PLC (n/a) - 1.35% | DUKE ENERGY CORP (DUK) - 6.47% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 1.20% | CONSTELLATION ENERGY CORP (CEG) - 5.46% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.19% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.45% |
| #6 | SIEMENS AG (n/a) - 1.14% | SEMPRA (SRE) - 4.03% |
| #7 | NESTLE SA (n/a) - 1.11% | DOMINION ENERGY INC (D) - 3.35% |
| #8 | SCHNEIDER ELECTRIC SE (n/a) - 1.04% | VISTRA CORP (VST) - 3.24% |
| #9 | ABB LTD (n/a) - 1.01% | ENTERGY CORP (ETR) - 3.19% |
| #10 | SAP SE (n/a) - 1.01% | XCEL ENERGY INC (XEL) - 2.98% |
| #11 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.98% | EXELON CORP (EXC) - 2.87% |
| #12 | SHELL PLC (n/a) - 0.93% | CONSOLIDATED EDISON INC (ED) - 2.59% |
| #13 | IBERDROLA SA (n/a) - 0.86% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.57% |
| #14 | BHP GROUP LTD (n/a) - 0.84% | PG&E CORP (PCG) - 2.45% |
| #15 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.80% | WEC ENERGY GROUP INC (WEC) - 2.39% |
| #16 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.79% | DTE ENERGY CO (DTE) - 1.93% |
| #17 | HITACHI LTD (n/a) - 0.78% | ATMOS ENERGY CORP (ATO) - 1.90% |
| #18 | SONY GROUP CORP (n/a) - 0.78% | AMEREN CORP (AEE) - 1.89% |
| #19 | TOYOTA MOTOR CORP (n/a) - 0.75% | NRG ENERGY INC (NRG) - 1.87% |
| #20 | ALLIANZ SE (n/a) - 0.70% | EDISON INTERNATIONAL (EIX) - 1.79% |
| #21 | AXA SA (n/a) - 0.68% | CENTERPOINT ENERGY INC (CNP) - 1.79% |
| #22 | TOKYO ELECTRON LTD (n/a) - 0.68% | PPL CORP (PPL) - 1.79% |
| #23 | TOTALENERGIES SE (TTE) - 0.67% | FIRSTENERGY CORP (FE) - 1.77% |
| #24 | ZURICH INSURANCE GROUP AG (n/a) - 0.65% | AMERICAN WATER WORKS CO INC (AWK) - 1.69% |
| #25 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.62% | EVERSOURCE ENERGY (ES) - 1.65% |
| Total Holdings | 394 | 71 |
ESGD vs VPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGD
+1.76%
VPU
-4.05%
3M
ESGD
-0.37%
Winner
VPU
+3.43%
6M
Winner
ESGD
+11.44%
VPU
+1.10%
1Y
Winner
ESGD
+24.66%
VPU
+14.94%
5Y(CAGR)
ESGD
+8.21%
Winner
VPU
+9.36%
10Y(CAGR)
Winner
ESGD
+9.71%
VPU
+9.49%
Max(CAGR)
ESGD
+9.71%
Winner
VPU
+9.82%
ESGD vs VPU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ESGD | VPU |
|---|---|---|
| 2026 | +6.76% | +4.25% |
| 2025 | +30.15% | +15.69% |
| 2024 | +5.27% | +21.44% |
| 2023 | +17.62% | -7.47% |
| 2022 | -15.64% | +1.95% |
| 2021 | +11.04% | +20.23% |
| 2020 | +7.27% | +0.48% |
| 2019 | +24.28% | +27.23% |
| 2018 | -13.80% | +5.28% |
| 2017 | +24.81% | +12.90% |
| 2016 | +5.46% | +18.00% |
| 2015 | N/A | -5.35% |
| 2014 | N/A | +28.95% |
| 2013 | N/A | +12.65% |
| 2012 | N/A | +3.49% |
| 2011 | N/A | +18.22% |
| 2010 | N/A | +6.57% |
| 2009 | N/A | +9.14% |
| 2008 | N/A | -27.21% |
| 2007 | N/A | +16.61% |
| 2006 | N/A | +19.41% |
| 2005 | N/A | +16.00% |
| 2004 | N/A | +20.60% |
ESGD vs VPU Drawdown Comparison
The maximum drawdown for ESGD was -33.70%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.
The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.
The current ESGD drawdown is -1.73%. The current VPU drawdown is -5.20%.
| Rank | ESGD | VPU |
|---|---|---|
| #1 | -33.70% Jan 17, 2020 - Nov 11, 2020 | -46.30% Dec 10, 2007 - Jun 6, 2012 |
| #2 | -29.99% Sep 7, 2021 - Feb 22, 2024 | -36.43% Feb 18, 2020 - Aug 13, 2021 |
| #3 | -21.96% Jan 26, 2018 - Dec 27, 2019 | -25.15% Sep 12, 2022 - Aug 1, 2024 |
| #4 | -13.86% Mar 19, 2025 - Apr 29, 2025 | -16.15% Jan 29, 2015 - Mar 8, 2016 |
| #5 | -11.68% Feb 25, 2026 - Mar 27, 2026 | -15.28% Apr 8, 2022 - Aug 12, 2022 |
| #6 | -10.13% Sep 26, 2024 - Mar 5, 2025 | -15.14% Nov 14, 2017 - Sep 6, 2018 |
| #7 | -7.72% Jul 12, 2024 - Aug 21, 2024 | -12.17% May 21, 2007 - Dec 3, 2007 |
| #8 | -5.79% Nov 12, 2025 - Dec 11, 2025 | -11.88% Oct 3, 2005 - Jul 19, 2006 |
| #9 | -5.66% Sep 28, 2016 - Jan 5, 2017 | -11.58% Jul 6, 2016 - Feb 28, 2017 |
| #10 | -5.42% Jun 15, 2021 - Aug 13, 2021 | -11.02% Apr 30, 2013 - Feb 13, 2014 |
| #11 | -4.94% Mar 27, 2024 - May 9, 2024 | -10.23% Nov 29, 2024 - May 16, 2025 |
| #12 | -4.61% Jul 23, 2025 - Aug 15, 2025 | -9.44% Dec 31, 2021 - Mar 24, 2022 |
| #13 | -4.54% Jan 8, 2021 - Feb 11, 2021 | -9.39% Jul 30, 2012 - Feb 11, 2013 |
| #14 | -3.74% Aug 30, 2024 - Sep 19, 2024 | -9.27% Jun 30, 2014 - Oct 23, 2014 |
| #15 | -3.70% Feb 16, 2021 - Apr 5, 2021 | -9.21% Apr 1, 2004 - Jul 19, 2004 |
Correlation
Correlation between ESGD and VPU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2004 - 2026)
ESGD vs VPU dividend yield comparison.
| Year | ESGD | VPU |
|---|---|---|
| 2026 | 0.00% | 0.66% |
| 2025 | 3.60% | 2.73% |
| 2024 | 3.23% | 3.02% |
| 2023 | 3.02% | 3.49% |
| 2022 | 2.59% | 2.98% |
| 2021 | 2.75% | 2.70% |
| 2020 | 1.63% | 3.17% |
| 2019 | 2.57% | 2.83% |
| 2018 | 2.69% | 3.23% |
| 2017 | 2.65% | 3.18% |
| 2016 | 0.09% | 3.19% |
| 2015 | 0.00% | 3.63% |
| 2014 | 0.00% | 3.02% |
| 2013 | 0.00% | 3.76% |
| 2012 | 0.00% | 3.98% |
| 2011 | 0.00% | 3.46% |
| 2010 | 0.00% | 3.79% |
| 2009 | 0.00% | 3.79% |
| 2008 | 0.00% | 3.87% |
| 2007 | 0.00% | 2.50% |
| 2006 | 0.00% | 2.85% |
| 2005 | 0.00% | 2.92% |
| 2004 | 0.00% | 2.64% |
Select Stocks to Compare
Popular: ESGD vs SPYVPU vs SPY
More Comparisons
Compare with similar stocks