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ESGE vs ICVT

Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and ISHARES CONVERTIBLE BOND ETF (ICVT, ETF).

5-Year PerformanceICVT has outperformed ESGE, delivering a return of +6.9% compared to +6.5%

ESGE vs ICVT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ESGE
$7.10B
ICVT
$7.10B
Expense Ratio
ESGE
0.25%
Winner
ICVT
0.20%
Max Drawdown
ESGE
43.02%
Winner
ICVT
38.15%
Sharpe Ratio
ESGE
1.66
Winner
ICVT
1.92
5Y Beta
ESGE
0.84
Winner
ICVT
0.59
5Y Dividends CAGR
Winner
ESGE
6.30%
ICVT
-14.58%

ESGE vs ICVT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ESGE
+4.11%
ICVT
+2.49%
3M
Winner
ESGE
+20.23%
ICVT
+17.77%
6M
Winner
ESGE
+26.60%
ICVT
+21.27%
1Y
Winner
ESGE
+45.13%
ICVT
+38.04%
5Y(CAGR)
ESGE
+6.52%
Winner
ICVT
+6.89%
10Y(CAGR)
ESGE
+9.58%
Winner
ICVT
+13.71%
Max(CAGR)
ESGE
+9.58%
Winner
ICVT
+11.77%

ESGE vs ICVT - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearESGEICVT
2026+20.44%+20.40%
2025+36.02%+18.03%
2024+8.19%+11.71%
2023+8.71%+15.59%
2022-22.85%-20.76%
2021-3.53%-0.63%
2020+16.63%+59.30%
2019+20.03%+22.39%
2018-16.97%-1.05%
2017+38.88%+15.43%
2016-0.73%+11.50%
2015N/A-6.03%

ESGE vs ICVT Drawdown Comparison

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

The maximum drawdown for ICVT was -33.15%, occurring on Jun 16, 2022. Recovery took 1145 trading sessions.

The current ESGE drawdown is -3.53%. The current ICVT drawdown is -3.35%.

RankESGEICVT
#1-41.04%
Feb 17, 2021 - Sep 11, 2025
-33.15%
Feb 12, 2021 - Sep 5, 2025
#2-36.60%
Jan 26, 2018 - Nov 5, 2020
-32.18%
Feb 19, 2020 - Jun 5, 2020
#3-13.90%
Feb 25, 2026 - Apr 17, 2026
-18.52%
Jun 23, 2015 - Oct 10, 2016
#4-9.86%
Sep 7, 2016 - Feb 10, 2017
-13.86%
Aug 29, 2018 - Feb 25, 2019
#5-8.66%
Jun 2, 2026 - Jun 5, 2026
-8.63%
Sep 1, 2020 - Oct 9, 2020
#6-5.49%
Jan 21, 2021 - Feb 9, 2021
-7.55%
Nov 3, 2025 - Jan 16, 2026
#7-5.46%
May 8, 2026 - May 26, 2026
-6.75%
Jan 26, 2018 - Mar 8, 2018
#8-4.97%
Nov 22, 2017 - Dec 29, 2017
-6.74%
Jun 2, 2026 - Jun 10, 2026
#9-4.75%
Oct 29, 2025 - Jan 2, 2026
-6.55%
Jul 24, 2019 - Nov 25, 2019
#10-4.72%
Oct 8, 2025 - Oct 20, 2025
-6.17%
Jan 28, 2026 - Apr 8, 2026
#11-3.63%
Jan 28, 2026 - Feb 10, 2026
-5.84%
Mar 12, 2018 - May 30, 2018
#12-2.99%
May 16, 2017 - May 26, 2017
-5.49%
May 3, 2019 - Jul 1, 2019
#13-2.97%
Sep 19, 2017 - Oct 5, 2017
-4.87%
Jun 8, 2020 - Jun 17, 2020
#14-2.91%
Aug 8, 2017 - Aug 22, 2017
-4.66%
Oct 13, 2020 - Nov 5, 2020
#15-2.69%
Nov 27, 2020 - Dec 3, 2020
-4.43%
Jun 20, 2018 - Aug 28, 2018

Correlation

Correlation between ESGE and ICVT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2015 - 2026)

ESGE vs ICVT dividend yield comparison.

YearESGEICVT
20260.00%0.52%
20252.50%1.73%
20242.41%2.19%
20232.65%1.85%
20222.68%1.93%
20212.66%7.70%
20201.31%3.98%
20192.59%1.86%
20182.19%4.82%
20171.86%2.56%
20160.27%3.06%
20150.00%1.57%

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