ESGU vs IWY

Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF).

5-Year PerformanceIWY has outperformed ESGU, delivering a return of +15.8% compared to +12.2%

ESGU vs IWY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESGU(ETF)	IWY(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.15%	0.20%
Max Drawdown	33.87%	33.06%
Sharpe Ratio	1.98	1.67
5Y Beta	0.99	1.20
P/E Ratio	29.33	35.40
Forward P/E	21.93	27.49
PEG Ratio	0.44	0.61
5Y Dividends CAGR	11.07%	4.97%
5Y EPS CAGR	28.79%	35.86%
Debt to Equity	20.24%	18.87%
P/S Ratio	3.32	7.55
P/B Ratio	5.64	13.87

Net Assets

Winner

ESGU

$15B

IWY

$15B

Expense Ratio

Winner

ESGU

0.15%

IWY

0.20%

Max Drawdown

ESGU

33.87%

Winner

IWY

33.06%

Sharpe Ratio

Winner

ESGU

1.98

IWY

1.67

5Y Beta

Winner

ESGU

0.99

IWY

1.20

P/E Ratio

Winner

ESGU

29.33

IWY

35.40

Forward P/E

Winner

ESGU

21.93

IWY

27.49

PEG Ratio

Winner

ESGU

0.44

IWY

0.61

5Y Dividends CAGR

Winner

ESGU

11.07%

IWY

4.97%

5Y EPS CAGR

ESGU

28.79%

Winner

IWY

35.86%

Debt to Equity

ESGU

20.24%

Winner

IWY

18.87%

P/S Ratio

Winner

ESGU

3.32

IWY

7.55

P/B Ratio

Winner

ESGU

5.64

IWY

13.87

ESGU vs IWY - Holdings Comparison

ESGU and IWY have 65 common holdings. Overlap is 46.95%

ESGU's top 25 holdings weight is 47.23%. IWY's top 25 holdings weight is 83.52%.

Rank	ESGU	IWY
#1	NVIDIA CORP (NVDA) - 8.46%	NVIDIA CORP (NVDA) - 15.94%
#2	APPLE INC (AAPL) - 6.21%	APPLE INC (AAPL) - 12.49%
#3	MICROSOFT CORP (MSFT) - 4.73%	MICROSOFT CORP (MSFT) - 10.25%
#4	ALPHABET INC CLASS C (GOOG) - 4.63%	BROADCOM INC (AVGO) - 4.97%
#5	AMAZON.COM INC (AMZN) - 3.90%	AMAZON.COM INC (AMZN) - 4.96%
#6	BROADCOM INC (AVGO) - 3.05%	ALPHABET INC CLASS A (GOOGL) - 4.27%
#7	META PLATFORMS INC CLASS A (META) - 2.21%	META PLATFORMS INC CLASS A (META) - 3.58%
#8	TESLA INC (TSLA) - 1.70%	ALPHABET INC CLASS C (GOOG) - 3.45%
#9	ALPHABET INC CLASS A (GOOGL) - 1.30%	TESLA INC (TSLA) - 3.18%
#10	JPMORGAN CHASE & CO (JPM) - 1.29%	ELI LILLY AND CO (LLY) - 2.44%
#11	ELI LILLY AND CO (LLY) - 1.11%	VISA INC CLASS A (V) - 1.97%
#12	VISA INC CLASS A (V) - 0.96%	COSTCO WHOLESALE CORP (COST) - 1.67%
#13	MICRON TECHNOLOGY INC (MU) - 0.95%	MASTERCARD INC CLASS A (MA) - 1.55%
#14	ADVANCED MICRO DEVICES INC (AMD) - 0.92%	NETFLIX INC (NFLX) - 1.48%
#15	EXXON MOBIL CORP (XOM) - 0.75%	ABBVIE INC (ABBV) - 1.33%
#16	CATERPILLAR INC (CAT) - 0.70%	LAM RESEARCH CORP (LRCX) - 1.20%
#17	APPLIED MATERIALS INC (AMAT) - 0.69%	n/a (PLTR) - 1.17%
#18	MASTERCARD INC CLASS A (MA) - 0.68%	ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#19	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.67%	GE AEROSPACE (GE) - 1.14%
#20	COSTCO WHOLESALE CORP (COST) - 0.67%	GE VERNOVA INC (GEV) - 1.11%
#21	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.34%	ORACLE CORP (ORCL) - 1.06%
#22	ECOLAB INC (ECL) - 0.33%	THE HOME DEPOT INC (HD) - 0.95%
#23	KINDER MORGAN INC CLASS P (KMI) - 0.33%	KLA CORP (KLAC) - 0.90%
#24	CITIGROUP INC (C) - 0.33%	AMPHENOL CORP CLASS A (APH) - 0.66%
#25	ARISTA NETWORKS INC (ANET) - 0.32%	ARISTA NETWORKS INC (ANET) - 0.65%
Total Holdings	250	113

ESGU vs IWY - Historical Returns

Returns include dividend reinvestment.

Period	ESGU	IWY
1 month	+9.09%	+12.10%
3 months	+6.58%	+7.78%
6 months	+9.72%	+5.31%
1 year	+31.44%	+33.24%
5 years(CAGR)	+12.16%	+15.83%
10 years(CAGR)	+15.23%	+19.51%
Max(CAGR)	+15.23%	+17.27%

ESGU

+9.09%

Winner

IWY

+12.10%

ESGU

+6.58%

Winner

IWY

+7.78%

Winner

ESGU

+9.72%

IWY

+5.31%

ESGU

+31.44%

Winner

IWY

+33.24%

5Y(CAGR)

ESGU

+12.16%

Winner

IWY

+15.83%

10Y(CAGR)

ESGU

+15.23%

Winner

IWY

+19.51%

Max(CAGR)

ESGU

+15.23%

Winner

IWY

+17.27%

ESGU vs IWY - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ESGU	IWY
2026	+7.82%	+5.16%
2025	+17.06%	+18.71%
2024	+25.17%	+36.91%
2023	+26.27%	+47.75%
2022	-20.66%	-30.61%
2021	+28.59%	+33.02%
2020	+21.43%	+37.12%
2019	+32.20%	+36.35%
2018	-4.52%	-1.70%
2017	+21.07%	+30.69%
2016	+1.79%	+8.88%
2015	N/A	+8.06%
2014	N/A	+14.33%
2013	N/A	+28.99%
2012	N/A	+13.15%
2011	N/A	+3.69%
2010	N/A	+11.40%
2009	N/A	+8.92%

ESGU vs IWY Drawdown Comparison

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

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

Rank	ESGU	IWY
#1	-33.87% Feb 19, 2020 - Aug 4, 2020	-32.68% Dec 27, 2021 - Dec 13, 2023
#2	-26.14% Dec 27, 2021 - Dec 27, 2023	-30.76% Feb 19, 2020 - Jun 8, 2020
#3	-19.62% Sep 20, 2018 - Apr 12, 2019	-23.21% Dec 16, 2024 - Jun 27, 2025
#4	-19.32% Jan 23, 2025 - Jun 26, 2025	-22.15% Oct 1, 2018 - Apr 23, 2019
#5	-9.68% Sep 2, 2020 - Nov 11, 2020	-16.63% Oct 29, 2025 - May 8, 2026
#6	-9.52% Jan 26, 2018 - Jul 25, 2018	-15.77% Jul 22, 2011 - Jan 25, 2012
#7	-9.26% Jan 28, 2026 - Apr 15, 2026	-15.46% Apr 23, 2010 - Oct 18, 2010
#8	-8.56% Jul 16, 2024 - Sep 19, 2024	-13.86% Jul 10, 2024 - Oct 29, 2024
#9	-6.71% Apr 30, 2019 - Jun 20, 2019	-12.42% Jul 20, 2015 - Nov 2, 2015
#10	-5.82% Jul 26, 2019 - Oct 25, 2019	-12.27% Dec 1, 2015 - Apr 18, 2016
#11	-5.45% Mar 28, 2024 - May 14, 2024	-11.88% Sep 2, 2020 - Dec 17, 2020
#12	-5.38% Sep 2, 2021 - Oct 20, 2021	-9.96% Jan 26, 2018 - Jun 6, 2018
#13	-5.13% Oct 29, 2025 - Dec 10, 2025	-9.27% Apr 2, 2012 - Aug 16, 2012
#14	-4.98% Feb 12, 2021 - Mar 15, 2021	-8.77% Feb 12, 2021 - Apr 7, 2021
#15	-4.54% Nov 16, 2021 - Dec 27, 2021	-8.34% Sep 19, 2012 - Jan 23, 2013

Correlation

Correlation between ESGU and IWY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2009 - 2026)

ESGU vs IWY dividend yield comparison.

Year	ESGU	IWY
2026	0.23%	0.07%
2025	0.99%	0.36%
2024	1.18%	0.42%
2023	1.43%	0.68%
2022	1.58%	0.88%
2021	1.06%	0.50%
2020	1.27%	0.71%
2019	1.32%	1.06%
2018	1.73%	1.32%
2017	1.82%	1.26%
2016	0.00%	1.51%
2015	0.00%	1.58%
2014	0.00%	1.44%
2013	0.00%	1.56%
2012	0.00%	1.80%
2011	0.00%	1.58%
2010	0.00%	1.27%
2009	0.00%	0.40%