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ESGE vs IAUM

Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and iShares Gold Trust Micro (IAUM, ETF).

5-Year PerformanceIAUM has outperformed ESGE, delivering a return of +19.1% compared to +6.5%

ESGE vs IAUM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ESGE
$7.10B
Winner
IAUM
$7.20B
Expense Ratio
ESGE
0.25%
Winner
IAUM
0.09%
Max Drawdown
ESGE
43.02%
Winner
IAUM
24.37%
Sharpe Ratio
Winner
ESGE
1.66
IAUM
0.85
5Y Beta
ESGE
0.84
Winner
IAUM
0.22
5Y Dividends CAGR
ESGE
6.30%
IAUM
N/A

ESGE vs IAUM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ESGE
+4.11%
IAUM
-10.70%
3M
Winner
ESGE
+20.23%
IAUM
-17.19%
6M
Winner
ESGE
+26.60%
IAUM
-2.08%
1Y
Winner
ESGE
+45.13%
IAUM
+24.22%
5Y(CAGR)
ESGE
+6.52%
Winner
IAUM
+19.15%
10Y(CAGR)
ESGE
+9.58%
IAUM
N/A
Max(CAGR)
ESGE
+9.58%
Winner
IAUM
+19.15%

ESGE vs IAUM - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearESGEIAUM
2026+20.44%-2.83%
2025+36.02%+62.10%
2024+8.19%+27.35%
2023+8.71%+12.14%
2022-22.85%+1.05%
2021-3.53%+3.87%
2020+16.63%N/A
2019+20.03%N/A
2018-16.97%N/A
2017+38.88%N/A
2016-0.73%N/A

ESGE vs IAUM Drawdown Comparison

The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.

The maximum drawdown for IAUM was -24.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current ESGE drawdown is -3.53%. The current IAUM drawdown is -21.99%.

RankESGEIAUM
#1-41.04%
Feb 17, 2021 - Sep 11, 2025
-24.37%
Jan 29, 2026 - Jun 10, 2026
#2-36.60%
Jan 26, 2018 - Nov 5, 2020
-20.87%
Mar 8, 2022 - Dec 1, 2023
#3-13.90%
Feb 25, 2026 - Apr 17, 2026
-10.05%
Oct 20, 2025 - Dec 22, 2025
#4-9.86%
Sep 7, 2016 - Feb 10, 2017
-8.09%
Oct 30, 2024 - Jan 30, 2025
#5-8.66%
Jun 2, 2026 - Jun 5, 2026
-7.14%
Apr 21, 2025 - Jun 13, 2025
#6-5.49%
Jan 21, 2021 - Feb 9, 2021
-5.74%
May 20, 2024 - Jul 16, 2024
#7-5.46%
May 8, 2026 - May 26, 2026
-5.69%
Jul 29, 2021 - Nov 9, 2021
#8-4.97%
Nov 22, 2017 - Dec 29, 2017
-5.25%
Nov 12, 2021 - Feb 14, 2022
#9-4.75%
Oct 29, 2025 - Jan 2, 2026
-4.88%
Mar 31, 2025 - Apr 10, 2025
#10-4.72%
Oct 8, 2025 - Oct 20, 2025
-4.85%
Dec 26, 2025 - Jan 12, 2026
#11-3.63%
Jan 28, 2026 - Feb 10, 2026
-4.79%
Jun 13, 2025 - Aug 29, 2025
#12-2.99%
May 16, 2017 - May 26, 2017
-4.40%
Dec 1, 2023 - Dec 27, 2023
#13-2.97%
Sep 19, 2017 - Oct 5, 2017
-4.38%
Jul 16, 2024 - Aug 12, 2024
#14-2.91%
Aug 8, 2017 - Aug 22, 2017
-4.23%
Apr 16, 2024 - May 17, 2024
#15-2.69%
Nov 27, 2020 - Dec 3, 2020
-4.15%
Dec 27, 2023 - Mar 1, 2024

Correlation

Correlation between ESGE and IAUM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

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