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ESGU vs IGIB

Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF).

5-Year PerformanceESGU has outperformed IGIB, delivering a return of +12.6% compared to +1.3%

ESGU vs IGIB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ESGU
$18B
Winner
IGIB
$18B
Expense Ratio
ESGU
0.15%
Winner
IGIB
0.04%
Max Drawdown
ESGU
33.87%
Winner
IGIB
23.94%
Sharpe Ratio
Winner
ESGU
1.51
IGIB
0.54
5Y Beta
ESGU
1.00
Winner
IGIB
0.09
P/E Ratio
ESGU
28.67
IGIB
N/A
Forward P/E
ESGU
21.84
IGIB
N/A
PEG Ratio
ESGU
0.52
IGIB
N/A
5Y Dividends CAGR
ESGU
6.58%
Winner
IGIB
11.02%
5Y EPS CAGR
ESGU
25.92%
IGIB
N/A
Debt to Equity
ESGU
38.22%
IGIB
N/A
P/S Ratio
ESGU
3.45
IGIB
N/A
P/B Ratio
ESGU
5.85
IGIB
N/A

ESGU vs IGIB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ESGU
+2.69%
IGIB
+1.04%
3M
Winner
ESGU
+13.96%
IGIB
+0.89%
6M
Winner
ESGU
+11.61%
IGIB
+0.87%
1Y
Winner
ESGU
+26.62%
IGIB
+6.25%
5Y(CAGR)
Winner
ESGU
+12.61%
IGIB
+1.31%
10Y(CAGR)
Winner
ESGU
+15.40%
IGIB
+3.03%
Max(CAGR)
Winner
ESGU
+15.40%
IGIB
+3.86%

ESGU vs IGIB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearESGUIGIB
2026+10.96%+0.55%
2025+17.06%+9.54%
2024+25.17%+4.03%
2023+26.27%+8.67%
2022-20.66%-13.49%
2021+28.59%-1.59%
2020+21.43%+9.38%
2019+32.20%+14.25%
2018-4.52%-0.56%
2017+21.07%+3.50%
2016+1.79%+3.41%
2015N/A+0.41%
2014N/A+3.56%
2013N/A-0.34%
2012N/A+6.98%
2011N/A+5.71%
2010N/A+6.28%
2009N/A+10.28%
2008N/A-0.99%
2007N/A+5.95%

ESGU vs IGIB Drawdown Comparison

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

The maximum drawdown for IGIB was -20.63%, occurring on Oct 20, 2022. Recovery took 978 trading sessions.

The current ESGU drawdown is -0.74%. The current IGIB drawdown is -1.03%.

RankESGUIGIB
#1-33.87%
Feb 19, 2020 - Aug 4, 2020
-20.63%
Aug 3, 2021 - Jun 26, 2025
#2-26.14%
Dec 27, 2021 - Dec 27, 2023
-16.23%
Mar 4, 2020 - Jun 9, 2020
#3-19.62%
Sep 20, 2018 - Apr 12, 2019
-14.46%
Feb 5, 2008 - Jan 13, 2009
#4-19.32%
Jan 23, 2025 - Jun 26, 2025
-5.67%
Jan 13, 2009 - May 13, 2009
#5-9.68%
Sep 2, 2020 - Nov 11, 2020
-4.66%
May 2, 2013 - Apr 9, 2014
#6-9.52%
Jan 26, 2018 - Jul 25, 2018
-4.19%
Dec 30, 2020 - Jul 28, 2021
#7-9.26%
Jan 28, 2026 - Apr 15, 2026
-3.77%
Nov 4, 2010 - May 3, 2011
#8-8.56%
Jul 16, 2024 - Sep 19, 2024
-3.07%
Sep 7, 2016 - May 17, 2017
#9-6.71%
Apr 30, 2019 - Jun 20, 2019
-3.01%
Feb 27, 2026 - Mar 27, 2026
#10-5.82%
Jul 26, 2019 - Oct 25, 2019
-2.80%
Sep 7, 2017 - Jan 22, 2019
#11-5.45%
Mar 28, 2024 - May 14, 2024
-2.35%
Sep 6, 2011 - Nov 2, 2011
#12-5.38%
Sep 2, 2021 - Oct 20, 2021
-2.15%
Nov 2, 2011 - Jan 17, 2012
#13-5.13%
Oct 29, 2025 - Dec 10, 2025
-2.14%
May 8, 2007 - Aug 16, 2007
#14-4.98%
Feb 12, 2021 - Mar 15, 2021
-2.09%
Sep 4, 2019 - Oct 4, 2019
#15-4.57%
Jun 2, 2026 - Jun 10, 2026
-1.96%
Apr 24, 2015 - Mar 16, 2016

Correlation

Correlation between ESGU and IGIB is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2007 - 2026)

ESGU vs IGIB dividend yield comparison.

YearESGUIGIB
20260.43%2.03%
20250.99%4.59%
20241.18%4.41%
20231.43%3.78%
20221.58%3.04%
20211.06%2.52%
20201.27%2.74%
20191.32%3.44%
20181.73%3.41%
20171.82%2.51%
20160.00%2.45%
20150.00%2.51%
20140.00%2.35%
20130.00%2.61%
20120.00%3.02%
20110.00%3.76%
20100.00%4.24%
20090.00%4.53%
20080.00%4.72%
20070.00%5.02%

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