ESGE vs BKLN
Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).
5-Year PerformanceESGE has outperformed BKLN, delivering a return of +6.5% compared to +5.0%
ESGE vs BKLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ESGE vs BKLN - Historical Returns
Returns include dividend reinvestment.
ESGE vs BKLN - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ESGE | BKLN |
|---|---|---|
| 2026 | +20.44% | -0.23% |
| 2025 | +36.02% | +6.88% |
| 2024 | +8.19% | +8.25% |
| 2023 | +8.71% | +12.04% |
| 2022 | -22.85% | -2.47% |
| 2021 | -3.53% | +2.50% |
| 2020 | +16.63% | +1.11% |
| 2019 | +20.03% | +9.72% |
| 2018 | -16.97% | -1.53% |
| 2017 | +38.88% | +1.99% |
| 2016 | -0.73% | +9.18% |
| 2015 | N/A | -2.90% |
| 2014 | N/A | +0.55% |
| 2013 | N/A | +3.82% |
| 2012 | N/A | +9.61% |
| 2011 | N/A | -2.04% |
ESGE vs BKLN Drawdown Comparison
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
The current ESGE drawdown is -3.53%. The current BKLN drawdown is -0.63%.
| Rank | ESGE | BKLN |
|---|---|---|
| #1 | -41.04% Feb 17, 2021 - Sep 11, 2025 | -24.16% Jan 8, 2020 - Dec 2, 2020 |
| #2 | -36.60% Jan 26, 2018 - Nov 5, 2020 | -8.75% May 13, 2011 - Feb 2, 2012 |
| #3 | -13.90% Feb 25, 2026 - Apr 17, 2026 | -7.31% Jan 14, 2022 - Jan 23, 2023 |
| #4 | -9.86% Sep 7, 2016 - Feb 10, 2017 | -7.07% May 4, 2015 - Jul 8, 2016 |
| #5 | -8.66% Jun 2, 2026 - Jun 5, 2026 | -5.69% Oct 2, 2018 - Feb 22, 2019 |
| #6 | -5.49% Jan 21, 2021 - Feb 9, 2021 | -3.73% Jul 2, 2014 - Apr 7, 2015 |
| #7 | -5.46% May 8, 2026 - May 26, 2026 | -3.71% May 4, 2012 - Jul 13, 2012 |
| #8 | -4.97% Nov 22, 2017 - Dec 29, 2017 | -3.55% Feb 18, 2025 - May 2, 2025 |
| #9 | -4.75% Oct 29, 2025 - Jan 2, 2026 | -3.07% Jan 9, 2026 - May 5, 2026 |
| #10 | -4.72% Oct 8, 2025 - Oct 20, 2025 | -2.66% Mar 3, 2023 - Apr 11, 2023 |
| #11 | -3.63% Jan 28, 2026 - Feb 10, 2026 | -2.39% Mar 3, 2011 - Apr 4, 2011 |
| #12 | -2.99% May 16, 2017 - May 26, 2017 | -2.04% May 22, 2013 - Oct 28, 2013 |
| #13 | -2.97% Sep 19, 2017 - Oct 5, 2017 | -1.66% Jul 22, 2024 - Aug 16, 2024 |
| #14 | -2.91% Aug 8, 2017 - Aug 22, 2017 | -1.57% Sep 17, 2019 - Dec 4, 2019 |
| #15 | -2.69% Nov 27, 2020 - Dec 3, 2020 | -1.52% Oct 17, 2012 - Dec 6, 2012 |
Correlation
Correlation between ESGE and BKLN is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2011 - 2026)
ESGE vs BKLN dividend yield comparison.
| Year | ESGE | BKLN |
|---|---|---|
| 2026 | 0.00% | 2.59% |
| 2025 | 2.50% | 6.95% |
| 2024 | 2.41% | 8.41% |
| 2023 | 2.65% | 8.59% |
| 2022 | 2.68% | 4.94% |
| 2021 | 2.66% | 3.11% |
| 2020 | 1.31% | 3.56% |
| 2019 | 2.59% | 4.86% |
| 2018 | 2.19% | 4.51% |
| 2017 | 1.86% | 3.50% |
| 2016 | 0.27% | 4.54% |
| 2015 | 0.00% | 4.12% |
| 2014 | 0.00% | 4.12% |
| 2013 | 0.00% | 4.40% |
| 2012 | 0.00% | 4.81% |
| 2011 | 0.00% | 3.39% |
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