ESGE vs XAR
Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and SPDR(R) S&P(R) AEROSPACE & DEFENSE ETF (XAR, ETF).
5-Year PerformanceXAR has outperformed ESGE, delivering a return of +16.5% compared to +6.8%
ESGE vs XAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESGE
$5.90B
XAR
$5.80B
Expense Ratio
Winner
ESGE
0.25%
XAR
0.35%
Max Drawdown
Winner
ESGE
43.02%
XAR
46.72%
Sharpe Ratio
Winner
ESGE
2.24
XAR
1.60
5Y Beta
Winner
ESGE
0.79
XAR
1.07
P/E Ratio
ESGE
N/A
XAR
93.34
Forward P/E
ESGE
N/A
XAR
30.13
5Y Dividends CAGR
Winner
ESGE
6.30%
XAR
-4.79%
5Y EPS CAGR
ESGE
N/A
XAR
14.84%
Debt to Equity
ESGE
N/A
XAR
83.03%
P/S Ratio
ESGE
N/A
XAR
3.18
P/B Ratio
ESGE
N/A
XAR
4.73
ESGE vs XAR - Holdings Comparison
ESGE and XAR have 1 common holdings. Overlap is -0.16%
ESGE's top 25 holdings weight is 45.94%. XAR's top 25 holdings weight is 77.05%.
| Rank | ESGE | XAR |
|---|---|---|
| #1 | n/a (n/a) - 15.52% | ROCKET LAB CORP (RKLB) - 3.61% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.31% | HEXCEL CORP (HXL) - 3.61% |
| #3 | SK HYNIX INC (n/a) - 4.32% | BWX TECHNOLOGIES INC (BWXT) - 3.58% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.20% | BOEING CO (BA) - 3.53% |
| #5 | n/a (n/a) - 2.26% | CURTISS-WRIGHT CORP (CW) - 3.39% |
| #6 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.36% | CARPENTER TECHNOLOGY CORP (CRS) - 3.36% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.30% | TEXTRON INC (TXT) - 3.25% |
| #8 | CHUNGHWA TELECOM CO LTD (n/a) - 1.13% | GENERAL DYNAMICS CORP (GD) - 3.23% |
| #9 | HDFC BANK LTD (n/a) - 0.98% | HOWMET AEROSPACE INC (HWM) - 3.17% |
| #10 | MEDIATEK INC (n/a) - 0.90% | WOODWARD INC (WWD) - 3.15% |
| #11 | AL RAJHI BANK (n/a) - 0.89% | ATI INC (ATI) - 3.13% |
| #12 | n/a (n/a) - 0.84% | TRANSDIGM GROUP INC (TDG) - 3.06% |
| #13 | n/a (n/a) - 0.82% | MOOG INC CLASS A (MOG-A) - 2.98% |
| #14 | RELIANCE INDUSTRIES LTD (n/a) - 0.74% | L3HARRIS TECHNOLOGIES INC (LHX) - 2.98% |
| #15 | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 0.67% | AEROVIRONMENT INC (AVAV) - 2.98% |
| #16 | BYD CO LTD CLASS H (n/a) - 0.61% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.95% |
| #17 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.60% | GE AEROSPACE (GE) - 2.94% |
| #18 | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.59% | ARCHER AVIATION INC CLASS A (ACHR) - 2.94% |
| #19 | XIAOMI CORP CLASS B (n/a) - 0.58% | STANDARDAERO INC (SARO) - 2.88% |
| #20 | GOLD FIELDS LTD (n/a) - 0.58% | HEICO CORP (HEI) - 2.87% |
| #21 | DOOSAN ENERBILITY CO LTD (n/a) - 0.35% | RTX CORP (RTX) - 2.81% |
| #22 | MAHINDRA & MAHINDRA LTD (n/a) - 0.35% | FTAI AVIATION LTD (FTAI) - 2.76% |
| #23 | AXIS BANK LTD (n/a) - 0.35% | LOCKHEED MARTIN CORP (LMT) - 2.65% |
| #24 | HINDUSTAN UNILEVER LTD (n/a) - 0.35% | NORTHROP GRUMMAN CORP (NOC) - 2.63% |
| #25 | BAIDU INC (n/a) - 0.34% | AXON ENTERPRISE INC (AXON) - 2.61% |
| Total Holdings | 271 | 42 |
ESGE vs XAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGE
+12.24%
XAR
-2.32%
3M
Winner
ESGE
+11.64%
XAR
-3.95%
6M
Winner
ESGE
+25.05%
XAR
+13.36%
1Y
Winner
ESGE
+55.71%
XAR
+49.06%
5Y(CAGR)
ESGE
+6.82%
Winner
XAR
+16.50%
10Y(CAGR)
ESGE
+9.61%
Winner
XAR
+18.07%
Max(CAGR)
ESGE
+9.61%
Winner
XAR
+18.76%
ESGE vs XAR - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | ESGE | XAR |
|---|---|---|
| 2026 | +19.65% | +6.04% |
| 2025 | +36.02% | +46.54% |
| 2024 | +8.19% | +25.05% |
| 2023 | +8.71% | +23.93% |
| 2022 | -22.85% | -5.79% |
| 2021 | -3.53% | +6.62% |
| 2020 | +16.63% | +3.64% |
| 2019 | +20.03% | +38.67% |
| 2018 | -16.97% | -4.76% |
| 2017 | +38.88% | +31.17% |
| 2016 | -0.73% | +22.76% |
| 2015 | N/A | +0.03% |
| 2014 | N/A | +12.84% |
| 2013 | N/A | +55.35% |
| 2012 | N/A | +13.14% |
| 2011 | N/A | +11.59% |
ESGE vs XAR Drawdown Comparison
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for XAR was -46.36%, occurring on Mar 23, 2020. Recovery took 233 trading sessions.
The current XAR drawdown is -9.30%.
| Rank | ESGE | XAR |
|---|---|---|
| #1 | -41.04% Feb 17, 2021 - Sep 11, 2025 | -46.36% Feb 12, 2020 - Jan 14, 2021 |
| #2 | -36.60% Jan 26, 2018 - Nov 5, 2020 | -32.40% Jun 25, 2021 - Dec 19, 2023 |
| #3 | -13.90% Feb 25, 2026 - Apr 17, 2026 | -25.92% Sep 18, 2018 - Jun 5, 2019 |
| #4 | -9.86% Sep 7, 2016 - Feb 10, 2017 | -22.11% Apr 10, 2015 - Aug 5, 2016 |
| #5 | -5.49% Jan 21, 2021 - Feb 9, 2021 | -19.73% Jan 23, 2025 - May 13, 2025 |
| #6 | -4.97% Nov 22, 2017 - Dec 29, 2017 | -17.22% Jan 16, 2026 - Mar 30, 2026 |
| #7 | -4.75% Oct 29, 2025 - Jan 2, 2026 | -12.93% Oct 27, 2025 - Jan 5, 2026 |
| #8 | -4.72% Oct 8, 2025 - Oct 20, 2025 | -11.31% Mar 16, 2012 - Oct 5, 2012 |
| #9 | -3.63% Jan 28, 2026 - Feb 10, 2026 | -11.05% Mar 4, 2014 - Nov 18, 2014 |
| #10 | -2.99% May 16, 2017 - May 26, 2017 | -8.85% Apr 19, 2018 - Jun 8, 2018 |
| #11 | -2.97% Sep 19, 2017 - Oct 5, 2017 | -8.75% Jan 29, 2018 - Mar 9, 2018 |
| #12 | -2.91% Aug 8, 2017 - Aug 22, 2017 | -8.49% Oct 27, 2011 - Dec 23, 2011 |
| #13 | -2.69% Nov 27, 2020 - Dec 3, 2020 | -8.07% Sep 17, 2019 - Nov 15, 2019 |
| #14 | -2.68% Feb 23, 2017 - Mar 15, 2017 | -8.03% Nov 29, 2024 - Jan 21, 2025 |
| #15 | -2.52% Mar 20, 2017 - Apr 25, 2017 | -7.50% Jan 20, 2021 - Feb 4, 2021 |
Correlation
Correlation between ESGE and XAR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2011 - 2026)
ESGE vs XAR dividend yield comparison.
| Year | ESGE | XAR |
|---|---|---|
| 2026 | 0.00% | 0.04% |
| 2025 | 2.50% | 0.40% |
| 2024 | 2.41% | 0.66% |
| 2023 | 2.65% | 0.54% |
| 2022 | 2.68% | 0.50% |
| 2021 | 2.66% | 0.83% |
| 2020 | 1.31% | 0.63% |
| 2019 | 2.59% | 0.75% |
| 2018 | 2.19% | 1.19% |
| 2017 | 1.86% | 0.76% |
| 2016 | 0.27% | 1.09% |
| 2015 | 0.00% | 2.31% |
| 2014 | 0.00% | 1.07% |
| 2013 | 0.00% | 1.96% |
| 2012 | 0.00% | 1.75% |
| 2011 | 0.00% | 0.28% |
Select Stocks to Compare
Popular: ESGE vs SPYXAR vs SPY
More Comparisons
Compare with similar stocks