ESGE vs INDA

Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and ISHARES MSCI INDIA ETF (INDA, ETF).

5-Year PerformanceESGE has outperformed INDA, delivering a return of +7.6% compared to +4.3%

ESGE vs INDA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESGE(ETF)	INDA(ETF)
Net Assets	$6.60B	$6.60B
Expense Ratio	0.25%	0.61%
Max Drawdown	43.02%	46.14%
Sharpe Ratio	1.99	-1.03
5Y Beta	0.80	0.46
5Y Dividends CAGR	6.30%	-8.35%

Net Assets

ESGE

$6.60B

INDA

$6.60B

Expense Ratio

Winner

ESGE

0.25%

INDA

0.61%

Max Drawdown

Winner

ESGE

43.02%

INDA

46.14%

Sharpe Ratio

Winner

ESGE

1.99

INDA

-1.03

5Y Beta

ESGE

0.80

Winner

INDA

0.46

5Y Dividends CAGR

Winner

ESGE

6.30%

INDA

-8.35%

ESGE vs INDA - Historical Returns

Returns include dividend reinvestment.

Period	ESGE	INDA
1 month	+9.73%	-2.78%
3 months	+8.72%	-9.28%
6 months	+22.43%	-11.48%
1 year	+48.91%	-11.16%
5 years(CAGR)	+7.57%	+4.26%
10 years(CAGR)	+9.43%	+7.34%
Max(CAGR)	+9.43%	+5.25%

Winner

ESGE

+9.73%

INDA

-2.78%

Winner

ESGE

+8.72%

INDA

-9.28%

Winner

ESGE

+22.43%

INDA

-11.48%

Winner

ESGE

+48.91%

INDA

-11.16%

5Y(CAGR)

Winner

ESGE

+7.57%

INDA

+4.26%

10Y(CAGR)

Winner

ESGE

+9.43%

INDA

+7.34%

Max(CAGR)

Winner

ESGE

+9.43%

INDA

+5.25%

ESGE vs INDA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ESGE	INDA
2026	+17.94%	-12.06%
2025	+36.02%	+1.22%
2024	+8.19%	+8.95%
2023	+8.71%	+16.71%
2022	-22.85%	-10.39%
2021	-3.53%	+21.22%
2020	+16.63%	+13.44%
2019	+20.03%	+7.78%
2018	-16.97%	-6.87%
2017	+38.88%	+35.47%
2016	-0.73%	+0.48%
2015	N/A	-8.46%
2014	N/A	+27.77%
2013	N/A	-6.75%
2012	N/A	-1.36%

ESGE vs INDA Drawdown Comparison

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

The maximum drawdown for INDA was -45.08%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current ESGE drawdown is -1.43%. The current INDA drawdown is -18.36%.

Rank	ESGE	INDA
#1	-41.04% Feb 17, 2021 - Sep 11, 2025	-45.08% Jan 23, 2018 - Dec 1, 2020
#2	-36.60% Jan 26, 2018 - Nov 5, 2020	-29.62% Feb 1, 2013 - May 12, 2014
#3	-13.90% Feb 25, 2026 - Apr 17, 2026	-28.72% Mar 3, 2015 - Jun 2, 2017
#4	-9.86% Sep 7, 2016 - Feb 10, 2017	-26.46% Feb 21, 2012 - Jan 18, 2013
#5	-5.49% Jan 21, 2021 - Feb 9, 2021	-22.72% Sep 26, 2024 - Mar 30, 2026
#6	-4.97% Nov 22, 2017 - Dec 29, 2017	-21.57% Jan 12, 2022 - Dec 18, 2023
#7	-4.75% Oct 29, 2025 - Jan 2, 2026	-11.64% Nov 21, 2014 - Jan 20, 2015
#8	-4.72% Oct 8, 2025 - Oct 20, 2025	-9.73% Mar 11, 2021 - May 26, 2021
#9	-3.63% Jan 28, 2026 - Feb 10, 2026	-8.56% Nov 12, 2021 - Jan 11, 2022
#10	-3.31% May 8, 2026 - May 12, 2026	-7.29% Aug 4, 2017 - Oct 27, 2017
#11	-2.99% May 16, 2017 - May 26, 2017	-7.23% Sep 5, 2014 - Nov 18, 2014
#12	-2.97% Sep 19, 2017 - Oct 5, 2017	-6.79% Jan 20, 2021 - Feb 3, 2021
#13	-2.91% Aug 8, 2017 - Aug 22, 2017	-6.09% Jun 3, 2024 - Jun 14, 2024
#14	-2.69% Nov 27, 2020 - Dec 3, 2020	-5.48% Nov 6, 2017 - Dec 20, 2017
#15	-2.68% Feb 23, 2017 - Mar 15, 2017	-4.92% Aug 12, 2014 - Sep 5, 2014

Correlation

Correlation between ESGE and INDA is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2012 - 2025)

ESGE vs INDA dividend yield comparison.

Year	ESGE	INDA
2025	2.50%	0.00%
2024	2.41%	0.76%
2023	2.65%	0.16%
2022	2.68%	0.00%
2021	2.66%	6.44%
2020	1.31%	0.27%
2019	2.59%	0.99%
2018	2.19%	0.94%
2017	1.86%	1.09%
2016	0.27%	0.90%
2015	0.00%	1.19%
2014	0.00%	0.63%
2013	0.00%	0.61%
2012	0.00%	0.41%