ESGE vs SHLD
Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and GLOBAL X DEFENSE TECH ETF (SHLD, ETF).
ESGE vs SHLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGE
$6.90B
SHLD
$6.90B
Expense Ratio
Winner
ESGE
0.25%
SHLD
0.50%
Max Drawdown
ESGE
43.02%
Winner
SHLD
25.40%
Sharpe Ratio
Winner
ESGE
1.16
SHLD
-0.04
5Y Beta
ESGE
0.87
Winner
SHLD
0.67
P/E Ratio
ESGE
N/A
SHLD
31.68
Forward P/E
ESGE
N/A
SHLD
23.67
PEG Ratio
ESGE
N/A
SHLD
0.60
5Y Dividends CAGR
ESGE
14.19%
SHLD
N/A
5Y EPS CAGR
ESGE
N/A
SHLD
4.30%
Debt to Equity
ESGE
N/A
SHLD
68.27%
P/S Ratio
ESGE
N/A
SHLD
2.21
P/B Ratio
ESGE
N/A
SHLD
4.61
ESGE vs SHLD - Holdings Comparison
ESGE and SHLD have 1 common holdings. Overlap is -0.10%
ESGE's top 25 holdings weight is 51.55%. SHLD's top 25 holdings weight is 90.57%.
| Rank | ESGE | SHLD |
|---|---|---|
| #1 | n/a (n/a) - 15.81% | RTX CORP (RTX) - 9.14% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.79% | GENERAL DYNAMICS CORP (GD) - 9.05% |
| #3 | SK HYNIX INC (n/a) - 7.57% | LOCKHEED MARTIN CORP (LMT) - 8.21% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 2.42% | NORTHROP GRUMMAN CORP (NOC) - 8.14% |
| #5 | MEDIATEK INC (n/a) - 1.55% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 8.02% |
| #6 | n/a (n/a) - 1.41% | BAE SYSTEMS PLC (n/a) - 4.49% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.18% | L3HARRIS TECHNOLOGIES INC (LHX) - 4.38% |
| #8 | CHUNGHWA TELECOM CO LTD (n/a) - 1.09% | RHEINMETALL AG (n/a) - 3.96% |
| #9 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.98% | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 3.75% |
| #10 | SK SQUARE (n/a) - 0.98% | THALES (n/a) - 3.67% |
| #11 | HDFC BANK LTD (n/a) - 0.95% | HANWHA AEROSPACE CO LTD (n/a) - 3.44% |
| #12 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.94% | SAAB AB CLASS B (n/a) - 3.42% |
| #13 | n/a (n/a) - 0.92% | ELBIT SYSTEMS LTD (n/a) - 3.31% |
| #14 | UNITED MICROELECTRONICS CORP (n/a) - 0.87% | BWX TECHNOLOGIES INC (BWXT) - 2.57% |
| #15 | LENOVO GROUP LTD (n/a) - 0.81% | KONGSBERG GRUPPEN ASA (n/a) - 2.08% |
| #16 | AL RAJHI BANK (n/a) - 0.81% | LEIDOS HOLDINGS INC (LDOS) - 2.05% |
| #17 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.72% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.74% |
| #18 | n/a (n/a) - 0.70% | MOOG INC CLASS A (MOG-A) - 1.73% |
| #19 | YUANTA FINANCIAL HOLDINGS CO LTD (n/a) - 0.69% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.43% |
| #20 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.66% | PLANET LABS PBC CLASS A (PL) - 1.17% |
| #21 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.57% | MERCURY SYSTEMS INC (MRCY) - 1.02% |
| #22 | n/a (n/a) - 0.55% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 1.00% |
| #23 | NEPI ROCKCASTLE NV (n/a) - 0.53% | KOREA AEROSPACE INDUSTRIES LTD (n/a) - 0.96% |
| #24 | ICICI BANK LTD (n/a) - 0.53% | PARSONS CORP (PSN) - 0.92% |
| #25 | BAJAJ FINANCE LTD (n/a) - 0.52% | AEROVIRONMENT INC (AVAV) - 0.92% |
| Total Holdings | 332 | 55 |
ESGE vs SHLD - Historical Returns
Returns include dividend reinvestment.
1M
ESGE
-6.71%
Winner
SHLD
-5.92%
3M
Winner
ESGE
+3.52%
SHLD
-18.52%
6M
Winner
ESGE
+10.88%
SHLD
-22.88%
1Y
Winner
ESGE
+32.28%
SHLD
-0.87%
5Y(CAGR)
ESGE
+5.94%
SHLD
N/A
10Y(CAGR)
ESGE
+8.89%
SHLD
N/A
Max(CAGR)
ESGE
+8.89%
Winner
SHLD
+37.35%
ESGE vs SHLD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGE | SHLD |
|---|---|---|
| 2026 | +13.97% | -9.56% |
| 2025 | +36.02% | +74.68% |
| 2024 | +8.19% | +35.09% |
| 2023 | +8.71% | +12.89% |
| 2022 | -22.85% | N/A |
| 2021 | -3.53% | N/A |
| 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 SHLD Drawdown Comparison
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The current ESGE drawdown is -9.47%. The current SHLD drawdown is -22.99%.
| Rank | ESGE | SHLD |
|---|---|---|
| #1 | -41.04% Feb 17, 2021 - Sep 11, 2025 | -25.40% Mar 9, 2026 - Jun 25, 2026 |
| #2 | -36.60% Jan 26, 2018 - Nov 5, 2020 | -15.06% Oct 8, 2025 - Jan 8, 2026 |
| #3 | -13.90% Feb 25, 2026 - Apr 17, 2026 | -10.92% Nov 11, 2024 - Feb 18, 2025 |
| #4 | -9.86% Sep 7, 2016 - Feb 10, 2017 | -10.53% Mar 18, 2025 - Apr 11, 2025 |
| #5 | -9.47% Jun 22, 2026 - Jul 16, 2026 | -8.91% Jan 16, 2026 - Mar 9, 2026 |
| #6 | -8.66% Jun 2, 2026 - Jun 18, 2026 | -5.42% Sep 18, 2023 - Oct 9, 2023 |
| #7 | -5.49% Jan 21, 2021 - Feb 9, 2021 | -5.39% Aug 6, 2025 - Sep 10, 2025 |
| #8 | -5.46% May 8, 2026 - May 26, 2026 | -4.96% Apr 8, 2024 - May 9, 2024 |
| #9 | -4.97% Nov 22, 2017 - Dec 29, 2017 | -4.52% Aug 30, 2024 - Oct 1, 2024 |
| #10 | -4.75% Oct 29, 2025 - Jan 2, 2026 | -4.49% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -4.72% Oct 8, 2025 - Oct 20, 2025 | -4.17% May 31, 2024 - Jul 15, 2024 |
| #12 | -3.63% Jan 28, 2026 - Feb 10, 2026 | -3.79% Feb 18, 2025 - Mar 3, 2025 |
| #13 | -2.99% May 16, 2017 - May 26, 2017 | -3.62% May 8, 2025 - May 16, 2025 |
| #14 | -2.97% Sep 19, 2017 - Oct 5, 2017 | -3.55% Jul 31, 2024 - Aug 9, 2024 |
| #15 | -2.91% Aug 8, 2017 - Aug 22, 2017 | -3.15% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between ESGE and SHLD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2016 - 2026)
ESGE vs SHLD dividend yield comparison.
| Year | ESGE | SHLD |
|---|---|---|
| 2026 | 0.78% | 0.31% |
| 2025 | 2.50% | 0.55% |
| 2024 | 2.41% | 0.53% |
| 2023 | 2.65% | 0.26% |
| 2022 | 2.68% | 0.00% |
| 2021 | 2.66% | 0.00% |
| 2020 | 1.31% | 0.00% |
| 2019 | 2.59% | 0.00% |
| 2018 | 2.19% | 0.00% |
| 2017 | 1.86% | 0.00% |
| 2016 | 0.27% | 0.00% |
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