ESGE vs XMMO
Comparison between ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF) and INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF).
5-Year PerformanceXMMO has outperformed ESGE, delivering a return of +15.2% compared to +6.8%
ESGE vs XMMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESGE
$5.90B
XMMO
$5.80B
Expense Ratio
Winner
ESGE
0.25%
XMMO
0.35%
Max Drawdown
Winner
ESGE
43.02%
XMMO
55.37%
Sharpe Ratio
Winner
ESGE
2.24
XMMO
1.73
5Y Beta
Winner
ESGE
0.79
XMMO
1.09
P/E Ratio
ESGE
N/A
XMMO
35.10
Forward P/E
ESGE
N/A
XMMO
20.33
PEG Ratio
ESGE
N/A
XMMO
0.16
5Y Dividends CAGR
ESGE
6.30%
Winner
XMMO
20.41%
5Y EPS CAGR
ESGE
N/A
XMMO
15.41%
Debt to Equity
ESGE
N/A
XMMO
60.07%
P/S Ratio
ESGE
N/A
XMMO
3.33
P/B Ratio
ESGE
N/A
XMMO
4.20
ESGE vs XMMO - Holdings Comparison
ESGE and XMMO have 1 common holdings. Overlap is -0.16%
ESGE's top 25 holdings weight is 45.94%. XMMO's top 25 holdings weight is 56.41%.
| Rank | ESGE | XMMO |
|---|---|---|
| #1 | n/a (n/a) - 15.52% | CURTISS-WRIGHT CORP (CW) - 3.93% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.31% | TECHNIPFMC PLC (n/a) - 3.68% |
| #3 | SK HYNIX INC (n/a) - 4.32% | FABRINET (FN) - 2.74% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.20% | ROYAL GOLD INC (RGLD) - 2.71% |
| #5 | n/a (n/a) - 2.26% | WOODWARD INC (WWD) - 2.66% |
| #6 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.36% | ATI INC (ATI) - 2.63% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.30% | FLEX LTD (FLEX) - 2.50% |
| #8 | CHUNGHWA TELECOM CO LTD (n/a) - 1.13% | TTM TECHNOLOGIES INC (TTMI) - 2.33% |
| #9 | HDFC BANK LTD (n/a) - 0.98% | NVENT ELECTRIC PLC (NVT) - 2.30% |
| #10 | MEDIATEK INC (n/a) - 0.90% | BWX TECHNOLOGIES INC (BWXT) - 2.27% |
| #11 | AL RAJHI BANK (n/a) - 0.89% | NEXTPOWER INC CLASS A (NXT) - 2.22% |
| #12 | n/a (n/a) - 0.84% | MASTEC INC (MTZ) - 2.21% |
| #13 | n/a (n/a) - 0.82% | API GROUP CORP (APG) - 2.21% |
| #14 | RELIANCE INDUSTRIES LTD (n/a) - 0.74% | MUELLER INDUSTRIES INC (MLI) - 2.17% |
| #15 | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 0.67% | STERLING INFRASTRUCTURE INC (STRL) - 2.02% |
| #16 | BYD CO LTD CLASS H (n/a) - 0.61% | HECLA MINING CO (HL) - 1.96% |
| #17 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.60% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.91% |
| #18 | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.59% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.87% |
| #19 | XIAOMI CORP CLASS B (n/a) - 0.58% | MKS INC (MKSI) - 1.86% |
| #20 | GOLD FIELDS LTD (n/a) - 0.58% | RBC BEARINGS INC (RBC) - 1.81% |
| #21 | DOOSAN ENERBILITY CO LTD (n/a) - 0.35% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 1.80% |
| #22 | MAHINDRA & MAHINDRA LTD (n/a) - 0.35% | CARPENTER TECHNOLOGY CORP (CRS) - 1.78% |
| #23 | AXIS BANK LTD (n/a) - 0.35% | W.P. CAREY INC (WPC) - 1.63% |
| #24 | HINDUSTAN UNILEVER LTD (n/a) - 0.35% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.61% |
| #25 | BAIDU INC (n/a) - 0.34% | DYCOM INDUSTRIES INC (DY) - 1.60% |
| Total Holdings | 271 | 78 |
ESGE vs XMMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGE
+12.24%
XMMO
+7.65%
3M
ESGE
+11.64%
Winner
XMMO
+12.99%
6M
Winner
ESGE
+25.05%
XMMO
+21.75%
1Y
Winner
ESGE
+55.71%
XMMO
+38.89%
5Y(CAGR)
ESGE
+6.82%
Winner
XMMO
+15.17%
10Y(CAGR)
ESGE
+9.61%
Winner
XMMO
+19.88%
Max(CAGR)
ESGE
+9.61%
Winner
XMMO
+12.62%
ESGE vs XMMO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | ESGE | XMMO |
|---|---|---|
| 2026 | +19.65% | +18.09% |
| 2025 | +36.02% | +12.76% |
| 2024 | +8.19% | +39.61% |
| 2023 | +8.71% | +22.48% |
| 2022 | -22.85% | -16.03% |
| 2021 | -3.53% | +18.27% |
| 2020 | +16.63% | +28.91% |
| 2019 | +20.03% | +37.05% |
| 2018 | -16.97% | +5.03% |
| 2017 | +38.88% | +35.95% |
| 2016 | -0.73% | +6.51% |
| 2015 | N/A | -3.76% |
| 2014 | N/A | +11.42% |
| 2013 | N/A | +25.37% |
| 2012 | N/A | +12.68% |
| 2011 | N/A | -6.90% |
| 2010 | N/A | +27.98% |
| 2009 | N/A | +19.98% |
| 2008 | N/A | -43.58% |
| 2007 | N/A | +27.23% |
| 2006 | N/A | +8.57% |
| 2005 | N/A | +16.36% |
ESGE vs XMMO Drawdown Comparison
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.
The current XMMO drawdown is -1.81%.
| Rank | ESGE | XMMO |
|---|---|---|
| #1 | -41.04% Feb 17, 2021 - Sep 11, 2025 | -55.37% Dec 10, 2007 - Jan 22, 2013 |
| #2 | -36.60% Jan 26, 2018 - Nov 5, 2020 | -36.73% Feb 19, 2020 - Aug 3, 2020 |
| #3 | -13.90% Feb 25, 2026 - Apr 17, 2026 | -27.91% Nov 8, 2021 - Jan 30, 2024 |
| #4 | -9.86% Sep 7, 2016 - Feb 10, 2017 | -26.04% Jul 31, 2015 - Feb 8, 2017 |
| #5 | -5.49% Jan 21, 2021 - Feb 9, 2021 | -25.06% Sep 14, 2018 - Feb 25, 2019 |
| #6 | -4.97% Nov 22, 2017 - Dec 29, 2017 | -24.94% Nov 25, 2024 - Sep 11, 2025 |
| #7 | -4.75% Oct 29, 2025 - Jan 2, 2026 | -15.52% May 8, 2006 - Dec 4, 2006 |
| #8 | -4.72% Oct 8, 2025 - Oct 20, 2025 | -11.58% Feb 12, 2021 - Apr 26, 2021 |
| #9 | -3.63% Jan 28, 2026 - Feb 10, 2026 | -10.47% Apr 26, 2021 - Oct 20, 2021 |
| #10 | -2.99% May 16, 2017 - May 26, 2017 | -9.79% Sep 5, 2014 - Nov 21, 2014 |
| #11 | -2.97% Sep 19, 2017 - Oct 5, 2017 | -9.74% Mar 7, 2005 - Jun 16, 2005 |
| #12 | -2.91% Aug 8, 2017 - Aug 22, 2017 | -9.59% Jan 26, 2018 - Mar 7, 2018 |
| #13 | -2.69% Nov 27, 2020 - Dec 3, 2020 | -9.50% Jul 19, 2007 - Sep 19, 2007 |
| #14 | -2.68% Feb 23, 2017 - Mar 15, 2017 | -8.69% Jul 16, 2024 - Sep 19, 2024 |
| #15 | -2.52% Mar 20, 2017 - Apr 25, 2017 | -8.46% Oct 31, 2007 - Dec 10, 2007 |
Correlation
Correlation between ESGE and XMMO is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2026)
ESGE vs XMMO dividend yield comparison.
| Year | ESGE | XMMO |
|---|---|---|
| 2026 | 0.00% | 0.15% |
| 2025 | 2.50% | 0.78% |
| 2024 | 2.41% | 0.34% |
| 2023 | 2.65% | 0.80% |
| 2022 | 2.68% | 1.43% |
| 2021 | 2.66% | 0.41% |
| 2020 | 1.31% | 0.61% |
| 2019 | 2.59% | 0.60% |
| 2018 | 2.19% | 0.19% |
| 2017 | 1.86% | 0.21% |
| 2016 | 0.27% | 0.22% |
| 2015 | 0.00% | 0.64% |
| 2014 | 0.00% | 1.24% |
| 2013 | 0.00% | 1.30% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 0.32% |
| 2010 | 0.00% | 0.27% |
| 2009 | 0.00% | 0.08% |
| 2007 | 0.00% | 0.01% |
| 2006 | 0.00% | 0.60% |
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