ESGU vs BBJP

Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and JPMORGAN BETABUILDERS JAPAN ETF (BBJP, ETF).

5-Year PerformanceESGU has outperformed BBJP, delivering a return of +12.2% compared to +8.8%

ESGU vs BBJP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESGU(ETF)	BBJP(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.15%	0.19%
Max Drawdown	33.87%	34.56%
Sharpe Ratio	1.98	1.40
5Y Beta	0.99	0.86
P/E Ratio	29.33	N/A
Forward P/E	21.93	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	11.07%	23.57%
5Y EPS CAGR	28.79%	N/A
Debt to Equity	20.24%	N/A
P/S Ratio	3.32	N/A
P/B Ratio	5.64	N/A

Net Assets

ESGU

$15B

Winner

BBJP

$15B

Expense Ratio

Winner

ESGU

0.15%

BBJP

0.19%

Max Drawdown

Winner

ESGU

33.87%

BBJP

34.56%

Sharpe Ratio

Winner

ESGU

1.98

BBJP

1.40

5Y Beta

ESGU

0.99

Winner

BBJP

0.86

P/E Ratio

ESGU

29.33

BBJP

N/A

Forward P/E

ESGU

21.93

BBJP

N/A

PEG Ratio

ESGU

0.44

BBJP

N/A

5Y Dividends CAGR

ESGU

11.07%

Winner

BBJP

23.57%

5Y EPS CAGR

ESGU

28.79%

BBJP

N/A

Debt to Equity

ESGU

20.24%

BBJP

N/A

P/S Ratio

ESGU

3.32

BBJP

N/A

P/B Ratio

ESGU

5.64

BBJP

N/A

ESGU vs BBJP - Historical Returns

Returns include dividend reinvestment.

Period	ESGU	BBJP
1 month	+9.09%	+2.67%
3 months	+6.58%	+0.43%
6 months	+9.72%	+14.67%
1 year	+31.44%	+34.06%
5 years(CAGR)	+12.16%	+8.76%
10 years(CAGR)	+15.23%	N/A
Max(CAGR)	+15.23%	+8.05%

Winner

ESGU

+9.09%

BBJP

+2.67%

Winner

ESGU

+6.58%

BBJP

+0.43%

ESGU

+9.72%

Winner

BBJP

+14.67%

ESGU

+31.44%

Winner

BBJP

+34.06%

5Y(CAGR)

Winner

ESGU

+12.16%

BBJP

+8.76%

10Y(CAGR)

ESGU

+15.23%

BBJP

N/A

Max(CAGR)

Winner

ESGU

+15.23%

BBJP

+8.05%

ESGU vs BBJP - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	ESGU	BBJP
2026	+7.82%	+12.82%
2025	+17.06%	+26.67%
2024	+25.17%	+8.46%
2023	+26.27%	+20.03%
2022	-20.66%	-17.29%
2021	+28.59%	+2.55%
2020	+21.43%	+14.25%
2019	+32.20%	+18.46%
2018	-4.52%	-13.92%
2017	+21.07%	N/A
2016	+1.79%	N/A

ESGU vs BBJP Drawdown Comparison

The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The maximum drawdown for BBJP was -32.67%, occurring on Oct 14, 2022. Recovery took 618 trading sessions.

The current BBJP drawdown is -2.36%.

Rank	ESGU	BBJP
#1	-33.87% Feb 19, 2020 - Aug 4, 2020	-32.67% Sep 15, 2021 - Mar 1, 2024
#2	-26.14% Dec 27, 2021 - Dec 27, 2023	-28.67% Dec 16, 2019 - Nov 3, 2020
#3	-19.62% Sep 20, 2018 - Apr 12, 2019	-18.15% Oct 1, 2018 - Nov 4, 2019
#4	-19.32% Jan 23, 2025 - Jun 26, 2025	-14.49% Sep 26, 2024 - Apr 29, 2025
#5	-9.68% Sep 2, 2020 - Nov 11, 2020	-13.60% Feb 11, 2026 - Mar 20, 2026
#6	-9.52% Jan 26, 2018 - Jul 25, 2018	-12.00% Jul 16, 2024 - Aug 23, 2024
#7	-9.26% Jan 28, 2026 - Apr 15, 2026	-8.74% Feb 16, 2021 - Sep 3, 2021
#8	-8.56% Jul 16, 2024 - Sep 19, 2024	-7.30% Mar 22, 2024 - Jul 12, 2024
#9	-6.71% Apr 30, 2019 - Jun 20, 2019	-5.78% Oct 6, 2025 - Oct 20, 2025
#10	-5.82% Jul 26, 2019 - Oct 25, 2019	-5.60% Nov 12, 2025 - Dec 11, 2025
#11	-5.45% Mar 28, 2024 - May 14, 2024	-5.24% Aug 30, 2024 - Sep 26, 2024
#12	-5.38% Sep 2, 2021 - Oct 20, 2021	-5.02% Jun 18, 2018 - Sep 19, 2018
#13	-5.13% Oct 29, 2025 - Dec 10, 2025	-4.74% Jun 27, 2025 - Jul 23, 2025
#14	-4.98% Feb 12, 2021 - Mar 15, 2021	-4.08% Jan 14, 2021 - Feb 8, 2021
#15	-4.54% Nov 16, 2021 - Dec 27, 2021	-3.80% Jul 24, 2025 - Aug 7, 2025