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ESGG vs SPY

Comparison between FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND (ESGG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ESGG, delivering a return of +13.3% compared to +12.1%

ESGG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ESGG
$109M
Winner
SPY
$735B
Expense Ratio
ESGG
0.42%
Winner
SPY
0.09%
Max Drawdown
Winner
ESGG
32.63%
SPY
56.47%
Sharpe Ratio
Winner
ESGG
1.70
SPY
1.62
5Y Beta
Winner
ESGG
0.87
SPY
1.00
P/E Ratio
Winner
ESGG
27.83
SPY
28.99
Forward P/E
Winner
ESGG
20.78
SPY
22.37
PEG Ratio
ESGG
0.47
SPY
N/A
5Y Dividends CAGR
Winner
ESGG
9.61%
SPY
5.43%
5Y EPS CAGR
Winner
ESGG
27.71%
SPY
26.05%
Debt to Equity
ESGG
35.42%
Winner
SPY
32.40%
P/S Ratio
ESGG
3.95
Winner
SPY
3.74
P/B Ratio
Winner
ESGG
5.36
SPY
5.61

ESGG vs SPY - Holdings Comparison

ESGG and SPY have 90 common holdings. Overlap is 36.65%

ESGG's top 25 holdings weight is 52.22%. SPY's top 25 holdings weight is 52.37%.

RankESGGSPY
#1
BROADCOM INC (AVGO) - 5.46%
NVIDIA CORP (NVDA) - 8.10%
#2
APPLE INC (AAPL) - 5.27%
APPLE INC (AAPL) - 7.02%
#3
NVIDIA CORP (NVDA) - 5.10%
MICROSOFT CORP (MSFT) - 4.79%
#4
MICRON TECHNOLOGY INC (MU) - 4.57%
AMAZON.COM INC (AMZN) - 4.02%
#5
MICROSOFT CORP (MSFT) - 4.52%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
JPMORGAN CHASE & CO (JPM) - 4.51%
BROADCOM INC (AVGO) - 3.10%
#7
JOHNSON & JOHNSON (JNJ) - 3.02%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ELI LILLY AND CO (LLY) - 2.47%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.42%
TESLA INC (TSLA) - 1.89%
#10
EXXON MOBIL CORP (XOM) - 2.27%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
WALMART INC (WMT) - 1.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ADVANCED MICRO DEVICES INC (AMD) - 1.49%
ELI LILLY AND CO (LLY) - 1.31%
#13
COSTCO WHOLESALE CORP (COST) - 1.22%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
INTEL CORP (INTC) - 1.12%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
WELLS FARGO & CO (WFC) - 1.09%
EXXON MOBIL CORP (XOM) - 0.97%
#16
MERCK & CO INC (MRK) - 1.08%
INTEL CORP (INTC) - 0.90%
#17
CASH (n/a) - 0.87%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.86%
VISA INC CLASS A (V) - 0.85%
#19
COCA-COLA CO (KO) - 0.85%
WALMART INC (WMT) - 0.81%
#20
CISCO SYSTEMS INC (CSCO) - 0.84%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
BNP PARIBAS ACT. CAT.A (n/a) - 0.27%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CORNING INC (GLW) - 0.27%
CATERPILLAR INC (CAT) - 0.66%
#23
BANK OF NEW YORK MELLON CORP (BNY) - 0.26%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.24%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
FORTINET INC (FTNT) - 0.24%
ABBVIE INC (ABBV) - 0.58%
Total Holdings661505

ESGG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ESGG
+3.86%
SPY
+1.90%
3M
Winner
ESGG
+10.15%
SPY
+8.55%
6M
Winner
ESGG
+12.53%
SPY
+8.18%
1Y
Winner
ESGG
+27.37%
SPY
+25.79%
5Y(CAGR)
ESGG
+12.06%
Winner
SPY
+13.32%
10Y(CAGR)
ESGG
+13.74%
Winner
SPY
+15.19%
Max(CAGR)
Winner
ESGG
+13.74%
SPY
+8.47%

ESGG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearESGGSPY
2026+10.65%+8.26%
2025+24.13%+18.00%
2024+15.55%+25.59%
2023+25.35%+26.72%
2022-19.27%-18.64%
2021+24.58%+30.52%
2020+16.18%+17.28%
2019+29.68%+31.09%
2018-8.88%-5.24%
2017+23.89%+20.78%
2016+4.49%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ESGG vs SPY Drawdown Comparison

The maximum drawdown for ESGG was -32.30%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ESGG drawdown is -3.63%. The current SPY drawdown is -2.90%.

RankESGGSPY
#1-32.30%
Feb 12, 2020 - Aug 12, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-27.57%
Jan 4, 2022 - Dec 19, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.57%
Jan 26, 2018 - Jun 20, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.71%
Feb 18, 2025 - May 19, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.23%
Sep 2, 2020 - Nov 11, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.16%
Feb 9, 2026 - Apr 16, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.39%
Jul 16, 2024 - Aug 30, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.89%
Jul 15, 2019 - Sep 12, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.37%
Sep 7, 2021 - Oct 26, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.07%
Mar 28, 2024 - May 15, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.64%
Nov 8, 2021 - Dec 27, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.60%
Nov 12, 2025 - Dec 10, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.27%
Feb 16, 2021 - Mar 17, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.27%
Dec 6, 2024 - Jan 24, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.13%
Sep 12, 2019 - Oct 21, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ESGG and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

ESGG vs SPY dividend yield comparison.

YearESGGSPY
20260.15%0.24%
20251.39%1.07%
20241.84%1.21%
20231.73%1.40%
20221.83%1.65%
20211.34%1.20%
20201.36%1.52%
20191.94%1.75%
20182.12%2.04%
20171.71%1.80%
20160.87%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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