ESGU vs ESGE
Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF).
5-Year PerformanceESGU has outperformed ESGE, delivering a return of +12.2% compared to +5.2%
ESGU vs ESGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESGU
$17B
ESGE
$6.60B
Expense Ratio
Winner
ESGU
0.15%
ESGE
0.25%
Max Drawdown
Winner
ESGU
33.87%
ESGE
43.02%
Sharpe Ratio
ESGU
1.55
Winner
ESGE
1.57
5Y Beta
ESGU
1.00
Winner
ESGE
0.83
P/E Ratio
ESGU
30.35
ESGE
N/A
Forward P/E
ESGU
22.69
ESGE
N/A
PEG Ratio
ESGU
0.42
ESGE
N/A
5Y Dividends CAGR
Winner
ESGU
11.07%
ESGE
6.30%
5Y EPS CAGR
ESGU
29.47%
ESGE
N/A
Debt to Equity
ESGU
29.76%
ESGE
N/A
P/S Ratio
ESGU
3.53
ESGE
N/A
P/B Ratio
ESGU
5.99
ESGE
N/A
ESGU vs ESGE - Holdings Comparison
ESGU and ESGE have 1 common holdings. Overlap is -0.11%
ESGU's top 25 holdings weight is 48.14%. ESGE's top 25 holdings weight is 49.14%.
| Rank | ESGU | ESGE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.05% | n/a (n/a) - 14.97% |
| #2 | APPLE INC (AAPL) - 6.87% | SAMSUNG ELECTRONICS CO LTD (n/a) - 8.17% |
| #3 | ALPHABET INC CLASS C (GOOG) - 4.83% | SK HYNIX INC (n/a) - 4.65% |
| #4 | MICROSOFT CORP (MSFT) - 4.46% | TENCENT HOLDINGS LTD (n/a) - 2.85% |
| #5 | AMAZON.COM INC (AMZN) - 3.81% | n/a (n/a) - 2.13% |
| #6 | BROADCOM INC (AVGO) - 2.89% | MEDIATEK INC (n/a) - 1.39% |
| #7 | META PLATFORMS INC CLASS A (META) - 1.90% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.30% |
| #8 | TESLA INC (TSLA) - 1.84% | DELTA ELECTRONICS INC (n/a) - 1.29% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.36% | n/a (n/a) - 1.18% |
| #10 | ELI LILLY AND CO (LLY) - 1.30% | CHUNGHWA TELECOM CO LTD (n/a) - 1.09% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.30% | HDFC BANK LTD (n/a) - 0.91% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.22% | AL RAJHI BANK (n/a) - 0.83% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | n/a (n/a) - 0.81% |
| #14 | VISA INC CLASS A (V) - 0.97% | SK SQUARE (n/a) - 0.79% |
| #15 | INTEL CORP (INTC) - 0.90% | SK INC (n/a) - 0.72% |
| #16 | CISCO SYSTEMS INC (CSCO) - 0.76% | RELIANCE INDUSTRIES LTD (n/a) - 0.70% |
| #17 | EXXON MOBIL CORP (XOM) - 0.75% | UNITED MICROELECTRONICS CORP (n/a) - 0.67% |
| #18 | CATERPILLAR INC (CAT) - 0.71% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.64% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.71% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.62% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.70% | LENOVO GROUP LTD (n/a) - 0.62% |
| #21 | AMERICAN EXPRESS CO (AXP) - 0.32% | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 0.61% |
| #22 | UNION PACIFIC CORP (UNP) - 0.32% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.57% |
| #23 | W.W. GRAINGER INC (GWW) - 0.32% | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.55% |
| #24 | WELLS FARGO & CO (WFC) - 0.32% | XIAOMI CORP CLASS B (n/a) - 0.54% |
| #25 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.31% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.54% |
| Total Holdings | 251 | 315 |
ESGU vs ESGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESGU
+2.16%
ESGE
-0.80%
3M
ESGU
+9.09%
Winner
ESGE
+12.24%
6M
ESGU
+7.99%
Winner
ESGE
+18.65%
1Y
ESGU
+25.40%
Winner
ESGE
+40.68%
5Y(CAGR)
Winner
ESGU
+12.20%
ESGE
+5.19%
10Y(CAGR)
Winner
ESGU
+15.16%
ESGE
+9.00%
Max(CAGR)
Winner
ESGU
+15.16%
ESGE
+9.00%
ESGU vs ESGE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGU | ESGE |
|---|---|---|
| 2026 | +8.30% | +14.04% |
| 2025 | +17.06% | +36.02% |
| 2024 | +25.17% | +8.19% |
| 2023 | +26.27% | +8.71% |
| 2022 | -20.66% | -22.85% |
| 2021 | +28.59% | -3.53% |
| 2020 | +21.43% | +16.63% |
| 2019 | +32.20% | +20.03% |
| 2018 | -4.52% | -16.97% |
| 2017 | +21.07% | +38.88% |
| 2016 | +1.79% | -0.73% |
ESGU vs ESGE Drawdown Comparison
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The current ESGU drawdown is -3.13%. The current ESGE drawdown is -8.66%.
| Rank | ESGU | ESGE |
|---|---|---|
| #1 | -33.87% Feb 19, 2020 - Aug 4, 2020 | -41.04% Feb 17, 2021 - Sep 11, 2025 |
| #2 | -26.14% Dec 27, 2021 - Dec 27, 2023 | -36.60% Jan 26, 2018 - Nov 5, 2020 |
| #3 | -19.62% Sep 20, 2018 - Apr 12, 2019 | -13.90% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -19.32% Jan 23, 2025 - Jun 26, 2025 | -9.86% Sep 7, 2016 - Feb 10, 2017 |
| #5 | -9.68% Sep 2, 2020 - Nov 11, 2020 | -8.66% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -9.52% Jan 26, 2018 - Jul 25, 2018 | -5.49% Jan 21, 2021 - Feb 9, 2021 |
| #7 | -9.26% Jan 28, 2026 - Apr 15, 2026 | -5.46% May 8, 2026 - May 26, 2026 |
| #8 | -8.56% Jul 16, 2024 - Sep 19, 2024 | -4.97% Nov 22, 2017 - Dec 29, 2017 |
| #9 | -6.71% Apr 30, 2019 - Jun 20, 2019 | -4.75% Oct 29, 2025 - Jan 2, 2026 |
| #10 | -5.82% Jul 26, 2019 - Oct 25, 2019 | -4.72% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -5.45% Mar 28, 2024 - May 14, 2024 | -3.63% Jan 28, 2026 - Feb 10, 2026 |
| #12 | -5.38% Sep 2, 2021 - Oct 20, 2021 | -2.99% May 16, 2017 - May 26, 2017 |
| #13 | -5.13% Oct 29, 2025 - Dec 10, 2025 | -2.97% Sep 19, 2017 - Oct 5, 2017 |
| #14 | -4.98% Feb 12, 2021 - Mar 15, 2021 | -2.91% Aug 8, 2017 - Aug 22, 2017 |
| #15 | -4.54% Nov 16, 2021 - Dec 27, 2021 | -2.69% Nov 27, 2020 - Dec 3, 2020 |
Correlation
Correlation between ESGU and ESGE is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2016 - 2026)
ESGU vs ESGE dividend yield comparison.
| Year | ESGU | ESGE |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 0.99% | 2.50% |
| 2024 | 1.18% | 2.41% |
| 2023 | 1.43% | 2.65% |
| 2022 | 1.58% | 2.68% |
| 2021 | 1.06% | 2.66% |
| 2020 | 1.27% | 1.31% |
| 2019 | 1.32% | 2.59% |
| 2018 | 1.73% | 2.19% |
| 2017 | 1.82% | 1.86% |
| 2016 | 0.00% | 0.27% |
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