ESGU vs FTEC
Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC, ETF).
5-Year PerformanceFTEC has outperformed ESGU, delivering a return of +20.3% compared to +12.2%
ESGU vs FTEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGU
$15B
Winner
FTEC
$15B
Expense Ratio
ESGU
0.15%
Winner
FTEC
0.08%
Max Drawdown
Winner
ESGU
33.87%
FTEC
35.36%
Sharpe Ratio
ESGU
1.98
Winner
FTEC
2.21
5Y Beta
Winner
ESGU
0.99
FTEC
1.44
P/E Ratio
Winner
ESGU
29.33
FTEC
40.66
Forward P/E
Winner
ESGU
21.93
FTEC
22.13
PEG Ratio
ESGU
0.44
FTEC
N/A
5Y Dividends CAGR
Winner
ESGU
11.07%
FTEC
2.08%
5Y EPS CAGR
ESGU
28.79%
Winner
FTEC
37.80%
Debt to Equity
Winner
ESGU
20.24%
FTEC
45.26%
P/S Ratio
Winner
ESGU
3.32
FTEC
6.16
P/B Ratio
Winner
ESGU
5.64
FTEC
8.58
ESGU vs FTEC - Holdings Comparison
ESGU and FTEC have 47 common holdings. Overlap is 31.48%
ESGU's top 25 holdings weight is 47.23%. FTEC's top 25 holdings weight is 73.35%.
| Rank | ESGU | FTEC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.46% | NVIDIA CORP (NVDA) - 19.29% |
| #2 | APPLE INC (AAPL) - 6.21% | APPLE INC (AAPL) - 14.40% |
| #3 | MICROSOFT CORP (MSFT) - 4.73% | MICROSOFT CORP (MSFT) - 10.07% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.63% | BROADCOM INC (AVGO) - 4.82% |
| #5 | AMAZON.COM INC (AMZN) - 3.90% | MICRON TECHNOLOGY INC (MU) - 2.58% |
| #6 | BROADCOM INC (AVGO) - 3.05% | ADVANCED MICRO DEVICES INC (AMD) - 2.38% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.21% | INTEL CORP (INTC) - 1.79% |
| #8 | TESLA INC (TSLA) - 1.70% | CISCO SYSTEMS INC (CSCO) - 1.58% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.30% | LAM RESEARCH CORP (LRCX) - 1.46% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.29% | n/a (PLTR) - 1.42% |
| #11 | ELI LILLY AND CO (LLY) - 1.11% | APPLIED MATERIALS INC (AMAT) - 1.40% |
| #12 | VISA INC CLASS A (V) - 0.96% | ORACLE CORP (ORCL) - 1.26% |
| #13 | MICRON TECHNOLOGY INC (MU) - 0.95% | TEXAS INSTRUMENTS INC (TXN) - 1.13% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 0.92% | KLA CORP (KLAC) - 1.13% |
| #15 | EXXON MOBIL CORP (XOM) - 0.75% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.00% |
| #16 | CATERPILLAR INC (CAT) - 0.70% | ANALOG DEVICES INC (ADI) - 0.90% |
| #17 | APPLIED MATERIALS INC (AMAT) - 0.69% | ARISTA NETWORKS INC (ANET) - 0.86% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.68% | AMPHENOL CORP CLASS A (APH) - 0.84% |
| #19 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.67% | SALESFORCE INC (CRM) - 0.80% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.67% | QUALCOMM INC (QCOM) - 0.77% |
| #21 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.34% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.73% |
| #22 | ECOLAB INC (ECL) - 0.33% | PALO ALTO NETWORKS INC (PANW) - 0.70% |
| #23 | KINDER MORGAN INC CLASS P (KMI) - 0.33% | MARVELL TECHNOLOGY INC (MRVL) - 0.70% |
| #24 | CITIGROUP INC (C) - 0.33% | WESTERN DIGITAL CORP (WDC) - 0.69% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.32% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.65% |
| Total Holdings | 250 | 286 |
ESGU vs FTEC - Historical Returns
Returns include dividend reinvestment.
1M
ESGU
+9.09%
Winner
FTEC
+21.75%
3M
ESGU
+6.58%
Winner
FTEC
+19.86%
6M
ESGU
+9.72%
Winner
FTEC
+18.53%
1Y
ESGU
+31.44%
Winner
FTEC
+58.69%
5Y(CAGR)
ESGU
+12.16%
Winner
FTEC
+20.31%
10Y(CAGR)
ESGU
+15.23%
Winner
FTEC
+24.98%
Max(CAGR)
ESGU
+15.23%
Winner
FTEC
+21.99%
ESGU vs FTEC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | ESGU | FTEC |
|---|---|---|
| 2026 | +7.82% | +19.15% |
| 2025 | +17.06% | +22.06% |
| 2024 | +25.17% | +32.96% |
| 2023 | +26.27% | +54.74% |
| 2022 | -20.66% | -30.18% |
| 2021 | +28.59% | +32.61% |
| 2020 | +21.43% | +43.28% |
| 2019 | +32.20% | +48.60% |
| 2018 | -4.52% | -1.75% |
| 2017 | +21.07% | +35.91% |
| 2016 | +1.79% | +16.07% |
| 2015 | N/A | +5.48% |
| 2014 | N/A | +19.53% |
| 2013 | N/A | +8.30% |
ESGU vs FTEC Drawdown Comparison
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for FTEC was -34.95%, occurring on Oct 14, 2022. Recovery took 478 trading sessions.
| Rank | ESGU | FTEC |
|---|---|---|
| #1 | -33.87% Feb 19, 2020 - Aug 4, 2020 | -34.95% Dec 27, 2021 - Nov 20, 2023 |
| #2 | -26.14% Dec 27, 2021 - Dec 27, 2023 | -31.88% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -19.62% Sep 20, 2018 - Apr 12, 2019 | -27.30% Dec 16, 2024 - Jun 25, 2025 |
| #4 | -19.32% Jan 23, 2025 - Jun 26, 2025 | -24.11% Aug 29, 2018 - Mar 21, 2019 |
| #5 | -9.68% Sep 2, 2020 - Nov 11, 2020 | -16.41% Dec 4, 2015 - Jul 18, 2016 |
| #6 | -9.52% Jan 26, 2018 - Jul 25, 2018 | -16.26% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -9.26% Jan 28, 2026 - Apr 15, 2026 | -15.24% Jul 10, 2024 - Oct 14, 2024 |
| #8 | -8.56% Jul 16, 2024 - Sep 19, 2024 | -14.00% May 27, 2015 - Oct 23, 2015 |
| #9 | -6.71% Apr 30, 2019 - Jun 20, 2019 | -12.33% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -5.82% Jul 26, 2019 - Oct 25, 2019 | -10.81% Feb 12, 2021 - Apr 9, 2021 |
| #11 | -5.45% Mar 28, 2024 - May 14, 2024 | -10.71% May 3, 2019 - Jul 1, 2019 |
| #12 | -5.38% Sep 2, 2021 - Oct 20, 2021 | -10.30% Jan 26, 2018 - Feb 26, 2018 |
| #13 | -5.13% Oct 29, 2025 - Dec 10, 2025 | -9.70% Mar 12, 2018 - Jun 1, 2018 |
| #14 | -4.98% Feb 12, 2021 - Mar 15, 2021 | -9.41% Mar 7, 2024 - May 15, 2024 |
| #15 | -4.54% Nov 16, 2021 - Dec 27, 2021 | -9.33% Apr 26, 2021 - Jun 22, 2021 |
Correlation
Correlation between ESGU and FTEC is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2013 - 2026)
ESGU vs FTEC dividend yield comparison.
| Year | ESGU | FTEC |
|---|---|---|
| 2026 | 0.23% | 0.08% |
| 2025 | 0.99% | 0.43% |
| 2024 | 1.18% | 0.49% |
| 2023 | 1.43% | 0.77% |
| 2022 | 1.58% | 0.93% |
| 2021 | 1.06% | 0.63% |
| 2020 | 1.27% | 0.83% |
| 2019 | 1.32% | 1.03% |
| 2018 | 1.73% | 1.20% |
| 2017 | 1.82% | 0.96% |
| 2016 | 0.00% | 1.25% |
| 2015 | 0.00% | 1.27% |
| 2014 | 0.00% | 1.09% |
| 2013 | 0.00% | 0.18% |
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