ESGG vs BILT
Comparison between FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND (ESGG, ETF) and iShares Infrastructure Active ETF (BILT, ETF).
ESGG vs BILT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESGG
$111M
BILT
$110M
Expense Ratio
Winner
ESGG
0.42%
BILT
0.60%
Max Drawdown
ESGG
32.63%
Winner
BILT
6.86%
Sharpe Ratio
Winner
ESGG
1.55
BILT
1.01
5Y Beta
ESGG
0.87
Winner
BILT
0.16
P/E Ratio
ESGG
26.47
Winner
BILT
22.77
Forward P/E
Winner
ESGG
18.09
BILT
19.25
PEG Ratio
ESGG
0.25
BILT
N/A
5Y Dividends CAGR
ESGG
12.36%
BILT
N/A
5Y EPS CAGR
Winner
ESGG
28.02%
BILT
10.08%
Debt to Equity
ESGG
77.31%
BILT
N/A
P/S Ratio
ESGG
4.28
Winner
BILT
0.04
P/B Ratio
ESGG
5.19
Winner
BILT
2.45
ESGG vs BILT - Holdings Comparison
ESGG and BILT have 1 common holdings. Overlap is -4.79%
ESGG's top 25 holdings weight is 54.44%. BILT's top 25 holdings weight is 74.85%.
| Rank | ESGG | BILT |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 5.82% | UNION PACIFIC CORP (UNP) - 6.18% |
| #2 | JPMORGAN CHASE & CO (JPM) - 5.15% | AENA SME SA (n/a) - 4.80% |
| #3 | APPLE INC (AAPL) - 5.03% | EUR/USD PURCHASED (n/a) - 4.79% |
| #4 | NVIDIA CORP (NVDA) - 4.96% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.47% |
| #5 | BROADCOM INC (AVGO) - 4.41% | TC ENERGY CORP (n/a) - 4.21% |
| #6 | MICRON TECHNOLOGY INC (MU) - 4.40% | XCEL ENERGY INC (XEL) - 3.79% |
| #7 | ELI LILLY AND CO (LLY) - 3.88% | TRANSURBAN GROUP (n/a) - 3.64% |
| #8 | JOHNSON & JOHNSON (JNJ) - 3.53% | CANADIAN PACIFIC KANSAS CITY LTD (n/a) - 3.54% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.05% | CHENIERE ENERGY INC (LNG) - 3.14% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.88% | ENTERGY CORP (ETR) - 3.06% |
| #11 | WALMART INC (WMT) - 1.38% | NISOURCE INC (NI) - 3.02% |
| #12 | MERCK & CO INC (MRK) - 1.36% | PG&E CORP (PCG) - 3.00% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.35% | EVERGY INC (EVRG) - 2.98% |
| #14 | ASML HOLDING NV (n/a) - 1.29% | PPL CORP (PPL) - 2.78% |
| #15 | WELLS FARGO & CO (WFC) - 1.19% | NEXTERA ENERGY INC (NEE) - 2.50% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.15% | CROWN CASTLE INC (CCI) - 2.45% |
| #17 | COCA-COLA CO (KO) - 0.96% | AUD/USD PURCHASED (n/a) - 2.37% |
| #18 | CITIGROUP INC (C) - 0.82% | CAD/USD PURCHASED (n/a) - 1.97% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.80% | OGE ENERGY CORP (OGE) - 1.95% |
| #20 | INTEL CORP (INTC) - 0.77% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.79% |
| #21 | ENBRIDGE INC (ENB) - 0.27% | SES SA DR (n/a) - 1.76% |
| #22 | FORTINET INC (FTNT) - 0.26% | NATIONAL GRID PLC (n/a) - 1.69% |
| #23 | THE TORONTO-DOMINION BANK (TD) - 0.25% | FIRSTENERGY CORP (FE) - 1.69% |
| #24 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.24% | DUKE ENERGY CORP (DUK) - 1.69% |
| #25 | SANOFI SA (n/a) - 0.24% | RWE AG CLASS A (n/a) - 1.59% |
| Total Holdings | 662 | 91 |
ESGG vs BILT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGG
+3.37%
BILT
-3.22%
3M
Winner
ESGG
+5.55%
BILT
-1.04%
6M
Winner
ESGG
+13.56%
BILT
-0.59%
1Y
Winner
ESGG
+25.64%
BILT
+15.21%
5Y(CAGR)
ESGG
+12.22%
BILT
N/A
10Y(CAGR)
ESGG
+14.18%
BILT
N/A
Max(CAGR)
ESGG
+14.03%
Winner
BILT
+16.54%
ESGG vs BILT - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGG | BILT |
|---|---|---|
| 2026 | +16.80% | +12.65% |
| 2025 | +24.13% | +4.00% |
| 2024 | +15.55% | N/A |
| 2023 | +25.35% | N/A |
| 2022 | -19.27% | N/A |
| 2021 | +24.58% | N/A |
| 2020 | +16.18% | N/A |
| 2019 | +29.68% | N/A |
| 2018 | -8.88% | N/A |
| 2017 | +23.89% | N/A |
| 2016 | +4.49% | N/A |
ESGG vs BILT Drawdown Comparison
The maximum drawdown for ESGG was -32.30%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for BILT was -5.38%, occurring on Mar 20, 2026. Recovery took 28 trading sessions.
The current ESGG drawdown is -1.88%. The current BILT drawdown is -3.22%.
| Rank | ESGG | BILT |
|---|---|---|
| #1 | -32.30% Feb 12, 2020 - Aug 12, 2020 | -5.38% Feb 27, 2026 - Apr 9, 2026 |
| #2 | -27.57% Jan 4, 2022 - Dec 19, 2023 | -4.14% Jul 24, 2026 - Aug 10, 2026 |
| #3 | -19.57% Jan 26, 2018 - Jun 20, 2019 | -3.48% Apr 30, 2026 - Jun 26, 2026 |
| #4 | -16.71% Feb 18, 2025 - May 19, 2025 | -3.47% Nov 28, 2025 - Jan 16, 2026 |
| #5 | -9.23% Sep 2, 2020 - Nov 11, 2020 | -3.32% Apr 9, 2026 - Apr 30, 2026 |
| #6 | -9.16% Feb 9, 2026 - Apr 16, 2026 | -3.08% Aug 22, 2025 - Oct 3, 2025 |
| #7 | -8.39% Jul 16, 2024 - Aug 30, 2024 | -2.59% Oct 20, 2025 - Nov 26, 2025 |
| #8 | -5.89% Jul 15, 2019 - Sep 12, 2019 | -1.60% Jun 26, 2026 - Jul 2, 2026 |
| #9 | -5.37% Sep 7, 2021 - Oct 26, 2021 | -1.15% Jul 14, 2026 - Jul 22, 2026 |
| #10 | -5.07% Mar 28, 2024 - May 15, 2024 | -1.10% Oct 8, 2025 - Oct 15, 2025 |
| #11 | -4.75% Jun 2, 2026 - Aug 4, 2026 | -1.01% Feb 17, 2026 - Feb 23, 2026 |
| #12 | -4.64% Nov 8, 2021 - Dec 27, 2021 | -0.97% Jan 29, 2026 - Feb 3, 2026 |
| #13 | -4.60% Nov 12, 2025 - Dec 10, 2025 | -0.73% Jul 7, 2026 - Jul 13, 2026 |
| #14 | -4.27% Feb 16, 2021 - Mar 17, 2021 | -0.70% Jan 16, 2026 - Jan 21, 2026 |
| #15 | -4.27% Dec 6, 2024 - Jan 24, 2025 | -0.64% Aug 15, 2025 - Aug 19, 2025 |
Correlation
Correlation between ESGG and BILT is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2016 - 2026)
ESGG vs BILT dividend yield comparison.
| Year | ESGG | BILT |
|---|---|---|
| 2026 | 0.69% | 4.84% |
| 2025 | 1.39% | 0.99% |
| 2024 | 1.84% | 0.00% |
| 2023 | 1.73% | 0.00% |
| 2022 | 1.83% | 0.00% |
| 2021 | 1.34% | 0.00% |
| 2020 | 1.36% | 0.00% |
| 2019 | 1.94% | 0.00% |
| 2018 | 2.12% | 0.00% |
| 2017 | 1.71% | 0.00% |
| 2016 | 0.87% | 0.00% |
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