ESGE vs SPY
Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ESGE, delivering a return of +13.2% compared to +6.5%
ESGE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGE
$7.10B
Winner
SPY
$784B
Expense Ratio
ESGE
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
ESGE
43.02%
SPY
56.47%
Sharpe Ratio
Winner
ESGE
1.62
SPY
1.54
5Y Beta
Winner
ESGE
0.86
SPY
1.00
P/E Ratio
ESGE
N/A
SPY
27.62
Forward P/E
ESGE
N/A
SPY
21.11
5Y Dividends CAGR
Winner
ESGE
14.19%
SPY
6.00%
5Y EPS CAGR
ESGE
N/A
SPY
25.30%
Debt to Equity
ESGE
N/A
SPY
31.11%
P/S Ratio
ESGE
N/A
SPY
3.49
P/B Ratio
ESGE
N/A
SPY
5.30
ESGE vs SPY - Holdings Comparison
ESGE and SPY have 1 common holdings. Overlap is -0.60%
ESGE's top 25 holdings weight is 48.07%. SPY's top 25 holdings weight is 51.24%.
| Rank | ESGE | SPY |
|---|---|---|
| #1 | n/a (n/a) - 14.19% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 8.74% | APPLE INC (AAPL) - 6.81% |
| #3 | SK HYNIX INC (n/a) - 4.59% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 2.49% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | MEDIATEK INC (n/a) - 1.72% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | n/a (n/a) - 1.58% | BROADCOM INC (AVGO) - 2.77% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.37% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | CHUNGHWA TELECOM CO LTD (n/a) - 1.13% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | n/a (n/a) - 1.13% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.07% | TESLA INC (TSLA) - 1.76% |
| #11 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.97% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.93% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | LENOVO GROUP LTD (n/a) - 0.92% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | HDFC BANK LTD (n/a) - 0.91% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | SK SQUARE (n/a) - 0.88% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | UNITED MICROELECTRONICS CORP (n/a) - 0.81% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | AL RAJHI BANK (n/a) - 0.79% | VISA INC CLASS A (V) - 0.87% |
| #18 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.73% | INTEL CORP (INTC) - 0.85% |
| #19 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.73% | WALMART INC (WMT) - 0.82% |
| #20 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.70% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | UNIMICRON TECHNOLOGY CORP (n/a) - 0.35% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | SHRIRAM FINANCE LTD (n/a) - 0.34% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | ASIA VITAL COMPONENTS CO LTD (n/a) - 0.34% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | SAMSUNG SDI CO LTD (n/a) - 0.33% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | PIRAEUS BANK SA (n/a) - 0.33% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 291 | 505 |
ESGE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGE
+2.81%
SPY
-1.37%
3M
Winner
ESGE
+17.31%
SPY
+12.22%
6M
Winner
ESGE
+23.11%
SPY
+7.20%
1Y
Winner
ESGE
+44.90%
SPY
+23.58%
5Y(CAGR)
ESGE
+6.48%
Winner
SPY
+13.19%
10Y(CAGR)
ESGE
+9.65%
Winner
SPY
+15.12%
Max(CAGR)
Winner
ESGE
+9.65%
SPY
+8.44%
ESGE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ESGE | SPY |
|---|---|---|
| 2026 | +18.83% | +7.95% |
| 2025 | +36.02% | +18.00% |
| 2024 | +8.19% | +25.59% |
| 2023 | +8.71% | +26.72% |
| 2022 | -22.85% | -18.64% |
| 2021 | -3.53% | +30.52% |
| 2020 | +16.63% | +17.28% |
| 2019 | +20.03% | +31.09% |
| 2018 | -16.97% | -5.24% |
| 2017 | +41.64% | +20.78% |
| 2016 | -0.46% | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
ESGE vs SPY Drawdown Comparison
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ESGE drawdown is -5.62%. The current SPY drawdown is -3.18%.
| Rank | ESGE | SPY |
|---|---|---|
| #1 | -41.04% Feb 17, 2021 - Sep 11, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.60% Jan 26, 2018 - Nov 5, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -13.90% Feb 25, 2026 - Apr 17, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.86% Sep 7, 2016 - Feb 8, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -8.66% Jun 2, 2026 - Jun 18, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.62% Jun 22, 2026 - Jun 23, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.49% Jan 21, 2021 - Feb 9, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.46% May 8, 2026 - May 26, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.97% Nov 22, 2017 - Dec 22, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.75% Oct 29, 2025 - Jan 2, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.72% Oct 8, 2025 - Oct 20, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.63% Jan 28, 2026 - Feb 10, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.99% May 16, 2017 - May 26, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.97% Sep 19, 2017 - Oct 5, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.91% Aug 8, 2017 - Aug 22, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ESGE and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (1999 - 2026)
ESGE vs SPY dividend yield comparison.
| Year | ESGE | SPY |
|---|---|---|
| 2026 | 0.75% | 0.50% |
| 2025 | 2.50% | 1.07% |
| 2024 | 2.41% | 1.21% |
| 2023 | 2.65% | 1.40% |
| 2022 | 2.68% | 1.65% |
| 2021 | 2.66% | 1.20% |
| 2020 | 1.31% | 1.52% |
| 2019 | 2.59% | 1.75% |
| 2018 | 2.19% | 2.04% |
| 2017 | 3.73% | 1.80% |
| 2016 | 0.53% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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