ESGU vs AVDE
Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and AVANTIS INTERNATIONAL EQUITY ETF (AVDE, ETF).
5-Year PerformanceESGU has outperformed AVDE, delivering a return of +12.0% compared to +11.6%
ESGU vs AVDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGU
$18B
Winner
AVDE
$18B
Expense Ratio
Winner
ESGU
0.15%
AVDE
0.23%
Max Drawdown
Winner
ESGU
33.87%
AVDE
36.99%
Sharpe Ratio
ESGU
1.27
Winner
AVDE
1.32
5Y Beta
ESGU
0.99
Winner
AVDE
0.70
P/E Ratio
ESGU
27.02
AVDE
N/A
Forward P/E
ESGU
20.70
AVDE
N/A
PEG Ratio
ESGU
-8.36
AVDE
N/A
5Y Dividends CAGR
ESGU
6.58%
Winner
AVDE
29.94%
5Y EPS CAGR
ESGU
29.34%
AVDE
N/A
Debt to Equity
ESGU
81.24%
AVDE
N/A
P/S Ratio
ESGU
3.38
AVDE
N/A
P/B Ratio
ESGU
6.01
AVDE
N/A
ESGU vs AVDE - Holdings Comparison
ESGU and AVDE have 2 common holdings. Overlap is -0.03%
ESGU's top 25 holdings weight is 47.85%. AVDE's top 25 holdings weight is 13.38%.
| Rank | ESGU | AVDE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.53% | ROCHE HOLDING AG (n/a) - 0.90% |
| #2 | APPLE INC (AAPL) - 6.67% | ASML HOLDING NV ADR (ASML) - 0.85% |
| #3 | MICROSOFT CORP (MSFT) - 5.36% | HSBC HOLDINGS PLC ADR (HSBC) - 0.78% |
| #4 | AMAZON.COM INC (AMZN) - 3.95% | n/a (SHEL) - 0.77% |
| #5 | ALPHABET INC CLASS C (GOOG) - 3.45% | NOVARTIS AG ADR (NVS) - 0.67% |
| #6 | BROADCOM INC (AVGO) - 2.86% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.60% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.10% | SAFRAN SA (n/a) - 0.58% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.83% | TOYOTA MOTOR CORP ADR (TM) - 0.55% |
| #9 | ELI LILLY AND CO (LLY) - 1.46% | n/a (n/a) - 0.55% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.43% | BARCLAYS PLC ADR (BCS) - 0.52% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.42% | TOTALENERGIES SE (TTE) - 0.50% |
| #12 | TESLA INC (TSLA) - 1.38% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.49% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.17% | ZURICH INSURANCE GROUP AG (n/a) - 0.48% |
| #14 | VISA INC CLASS A (V) - 1.10% | BANCO SANTANDER SA ADR (SAN) - 0.47% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.80% | ASTRAZENECA PLC ADR (AZN) - 0.46% |
| #16 | CISCO SYSTEMS INC (CSCO) - 0.79% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.44% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.78% | AGNICO EAGLE MINES LTD (AEM) - 0.44% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.77% | VINCI SA (n/a) - 0.44% |
| #19 | ABBVIE INC (ABBV) - 0.73% | RHEINMETALL AG (n/a) - 0.43% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.69% | BP PLC ADR (BP) - 0.42% |
| #21 | GILEAD SCIENCES INC (GILD) - 0.32% | BHP GROUP LTD ADR (BHP) - 0.42% |
| #22 | EQUINIX INC (EQIX) - 0.32% | ROYAL BANK OF CANADA (RY) - 0.42% |
| #23 | AMGEN INC (AMGN) - 0.32% | ING GROEP NV ADR (ING) - 0.40% |
| #24 | EXELON CORP (EXC) - 0.31% | SONY GROUP CORP ADR (SONY) - 0.40% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.31% | DEUTSCHE TELEKOM AG (n/a) - 0.40% |
| Total Holdings | 239 | 2436 |
ESGU vs AVDE - Historical Returns
Returns include dividend reinvestment.
1M
ESGU
+2.26%
Winner
AVDE
+4.73%
3M
ESGU
+3.82%
Winner
AVDE
+5.08%
6M
Winner
ESGU
+12.39%
AVDE
+4.52%
1Y
ESGU
+22.00%
Winner
AVDE
+25.99%
5Y(CAGR)
Winner
ESGU
+11.97%
AVDE
+11.59%
10Y(CAGR)
ESGU
+15.30%
AVDE
N/A
Max(CAGR)
Winner
ESGU
+15.30%
AVDE
+12.54%
ESGU vs AVDE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGU | AVDE |
|---|---|---|
| 2026 | +12.95% | +14.96% |
| 2025 | +17.06% | +38.25% |
| 2024 | +25.17% | +5.94% |
| 2023 | +26.27% | +16.81% |
| 2022 | -20.66% | -14.18% |
| 2021 | +28.59% | +13.36% |
| 2020 | +21.43% | +7.23% |
| 2019 | +32.20% | +8.07% |
| 2018 | -4.52% | N/A |
| 2017 | +21.07% | N/A |
| 2016 | +1.79% | N/A |
ESGU vs AVDE Drawdown Comparison
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for AVDE was -36.99%, occurring on Mar 18, 2020. Recovery took 210 trading sessions.
The current ESGU drawdown is -1.61%. The current AVDE drawdown is -0.06%.
| Rank | ESGU | AVDE |
|---|---|---|
| #1 | -33.87% Feb 19, 2020 - Aug 4, 2020 | -36.99% Jan 17, 2020 - Nov 16, 2020 |
| #2 | -26.14% Dec 27, 2021 - Dec 27, 2023 | -28.75% Nov 8, 2021 - Feb 22, 2024 |
| #3 | -19.62% Sep 20, 2018 - Apr 12, 2019 | -13.46% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -19.32% Jan 23, 2025 - Jun 26, 2025 | -11.49% Feb 25, 2026 - Jul 30, 2026 |
| #5 | -9.68% Sep 2, 2020 - Nov 11, 2020 | -9.17% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -9.52% Jan 26, 2018 - Jul 25, 2018 | -7.44% Jul 12, 2024 - Aug 21, 2024 |
| #7 | -9.26% Jan 28, 2026 - Apr 15, 2026 | -6.05% Jun 7, 2021 - Aug 13, 2021 |
| #8 | -8.56% Jul 16, 2024 - Sep 19, 2024 | -5.41% Sep 3, 2021 - Nov 8, 2021 |
| #9 | -6.71% Apr 30, 2019 - Jun 20, 2019 | -4.90% Nov 12, 2025 - Dec 4, 2025 |
| #10 | -5.82% Jul 26, 2019 - Oct 25, 2019 | -4.32% Jan 14, 2021 - Feb 8, 2021 |
| #11 | -5.45% Mar 28, 2024 - May 14, 2024 | -4.17% Mar 27, 2024 - May 9, 2024 |
| #12 | -5.38% Sep 2, 2021 - Oct 20, 2021 | -3.88% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -5.13% Oct 29, 2025 - Dec 10, 2025 | -3.75% Aug 30, 2024 - Sep 19, 2024 |
| #14 | -4.98% Feb 12, 2021 - Mar 15, 2021 | -3.57% May 20, 2024 - Jul 11, 2024 |
| #15 | -4.57% Jun 2, 2026 - Aug 3, 2026 | -3.26% May 7, 2021 - May 24, 2021 |
Correlation
Correlation between ESGU and AVDE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
ESGU vs AVDE dividend yield comparison.
| Year | ESGU | AVDE |
|---|---|---|
| 2026 | 0.43% | 1.34% |
| 2025 | 0.99% | 2.66% |
| 2024 | 1.18% | 3.29% |
| 2023 | 1.43% | 3.01% |
| 2022 | 1.58% | 2.79% |
| 2021 | 1.06% | 2.46% |
| 2020 | 1.27% | 1.63% |
| 2019 | 1.32% | 0.29% |
| 2018 | 1.73% | 0.00% |
| 2017 | 1.82% | 0.00% |
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