ESGU vs SPMD
Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF).
5-Year PerformanceESGU has outperformed SPMD, delivering a return of +11.9% compared to +8.6%
ESGU vs SPMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESGU
$18B
SPMD
$18B
Expense Ratio
ESGU
0.15%
Winner
SPMD
0.03%
Max Drawdown
Winner
ESGU
33.87%
SPMD
60.53%
Sharpe Ratio
Winner
ESGU
1.51
SPMD
1.31
5Y Beta
ESGU
0.99
Winner
SPMD
0.98
P/E Ratio
ESGU
29.78
Winner
SPMD
25.90
Forward P/E
ESGU
21.91
Winner
SPMD
16.73
PEG Ratio
ESGU
0.55
SPMD
N/A
5Y Dividends CAGR
ESGU
6.58%
Winner
SPMD
8.64%
5Y EPS CAGR
Winner
ESGU
28.43%
SPMD
13.05%
Debt to Equity
Winner
ESGU
30.35%
SPMD
47.41%
P/S Ratio
ESGU
3.32
Winner
SPMD
1.61
P/B Ratio
ESGU
5.97
Winner
SPMD
2.81
ESGU vs SPMD - Holdings Comparison
ESGU and SPMD have 6 common holdings. Overlap is 0.43%
ESGU's top 25 holdings weight is 47.61%. SPMD's top 25 holdings weight is 17.72%.
| Rank | ESGU | SPMD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.41% | FLEX LTD (FLEX) - 1.49% |
| #2 | APPLE INC (AAPL) - 6.68% | CARPENTER TECHNOLOGY CORP (CRS) - 0.81% |
| #3 | MICROSOFT CORP (MSFT) - 4.31% | TWILIO INC CLASS A (TWLO) - 0.81% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.72% | CURTISS-WRIGHT CORP (CW) - 0.81% |
| #5 | AMAZON.COM INC (AMZN) - 3.61% | NVENT ELECTRIC PLC (NVT) - 0.78% |
| #6 | BROADCOM INC (AVGO) - 2.63% | TECHNIPFMC PLC (FTI) - 0.77% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.26% | ATI INC (ATI) - 0.76% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.90% | STERLING INFRASTRUCTURE INC (STRL) - 0.73% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.75% | WOODWARD INC (WWD) - 0.73% |
| #10 | TESLA INC (TSLA) - 1.75% | MKS INC (MKSI) - 0.70% |
| #11 | ELI LILLY AND CO (LLY) - 1.38% | ILLUMINA INC (ILMN) - 0.69% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.35% | ENTEGRIS INC (ENTG) - 0.68% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.30% | UNITED THERAPEUTICS CORP (UTHR) - 0.67% |
| #14 | VISA INC CLASS A (V) - 1.05% | XPO INC (XPO) - 0.67% |
| #15 | APPLIED MATERIALS INC (AMAT) - 0.87% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.67% |
| #16 | LAM RESEARCH CORP (LRCX) - 0.86% | MASTEC INC (MTZ) - 0.65% |
| #17 | INTEL CORP (INTC) - 0.81% | EVERPURE INC CLASS A (P) - 0.64% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.80% | RELIANCE INC (RS) - 0.60% |
| #19 | CATERPILLAR INC (CAT) - 0.74% | TD SYNNEX CORP (SNX) - 0.60% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.74% | TTM TECHNOLOGIES INC (TTMI) - 0.59% |
| #21 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.35% | FABRINET (FN) - 0.59% |
| #22 | CRH PLC (CRH) - 0.34% | US FOODS HOLDING CORP (USFD) - 0.58% |
| #23 | EXELON CORP (EXC) - 0.34% | BURLINGTON STORES INC (BURL) - 0.58% |
| #24 | QUALCOMM INC (QCOM) - 0.33% | RB GLOBAL INC (RBA) - 0.56% |
| #25 | ANALOG DEVICES INC (ADI) - 0.33% | RBC BEARINGS INC (RBC) - 0.56% |
| Total Holdings | 239 | 403 |
ESGU vs SPMD - Historical Returns
Returns include dividend reinvestment.
1M
ESGU
-1.09%
Winner
SPMD
+3.31%
3M
Winner
ESGU
+13.33%
SPMD
+12.26%
6M
ESGU
+6.95%
Winner
SPMD
+13.05%
1Y
ESGU
+22.19%
Winner
SPMD
+24.68%
5Y(CAGR)
Winner
ESGU
+11.90%
SPMD
+8.62%
10Y(CAGR)
Winner
ESGU
+15.05%
SPMD
+11.93%
Max(CAGR)
Winner
ESGU
+15.05%
SPMD
+9.89%
ESGU vs SPMD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | ESGU | SPMD |
|---|---|---|
| 2026 | +8.16% | +13.78% |
| 2025 | +17.06% | +7.70% |
| 2024 | +25.17% | +14.26% |
| 2023 | +26.27% | +16.97% |
| 2022 | -20.66% | -13.41% |
| 2021 | +28.59% | +26.68% |
| 2020 | +21.43% | +13.36% |
| 2019 | +32.20% | +25.15% |
| 2018 | -4.52% | -11.76% |
| 2017 | +21.07% | +14.82% |
| 2016 | +1.79% | +20.57% |
| 2015 | N/A | -2.73% |
| 2014 | N/A | +9.38% |
| 2013 | N/A | +35.41% |
| 2012 | N/A | +15.80% |
| 2011 | N/A | -2.07% |
| 2010 | N/A | +23.61% |
| 2009 | N/A | +43.74% |
| 2008 | N/A | -37.86% |
| 2007 | N/A | +4.98% |
| 2006 | N/A | +11.73% |
| 2005 | N/A | +3.21% |
ESGU vs SPMD Drawdown Comparison
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current ESGU drawdown is -3.25%. The current SPMD drawdown is -0.54%.
| Rank | ESGU | SPMD |
|---|---|---|
| #1 | -33.87% Feb 19, 2020 - Aug 4, 2020 | -57.65% Jul 17, 2007 - Dec 17, 2010 |
| #2 | -26.14% Dec 27, 2021 - Dec 27, 2023 | -41.85% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -19.62% Sep 20, 2018 - Apr 12, 2019 | -27.47% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -19.32% Jan 23, 2025 - Jun 26, 2025 | -24.96% Jun 22, 2015 - Nov 14, 2016 |
| #5 | -9.68% Sep 2, 2020 - Nov 11, 2020 | -24.31% Aug 29, 2018 - Dec 19, 2019 |
| #6 | -9.52% Jan 26, 2018 - Jul 25, 2018 | -24.09% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -9.26% Jan 28, 2026 - Apr 15, 2026 | -23.70% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -8.56% Jul 16, 2024 - Sep 19, 2024 | -12.22% Mar 19, 2012 - Sep 13, 2012 |
| #9 | -6.71% Apr 30, 2019 - Jun 20, 2019 | -11.85% May 8, 2006 - Nov 15, 2006 |
| #10 | -5.82% Jul 26, 2019 - Oct 25, 2019 | -11.64% Jul 2, 2014 - Nov 25, 2014 |
| #11 | -5.45% Mar 28, 2024 - May 14, 2024 | -9.37% Jan 26, 2018 - May 21, 2018 |
| #12 | -5.38% Sep 2, 2021 - Oct 20, 2021 | -8.86% Feb 20, 2026 - Apr 17, 2026 |
| #13 | -5.13% Oct 29, 2025 - Dec 10, 2025 | -7.83% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.98% Feb 12, 2021 - Mar 15, 2021 | -7.14% Sep 14, 2012 - Dec 18, 2012 |
| #15 | -4.57% Jun 2, 2026 - Jun 10, 2026 | -7.12% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between ESGU and SPMD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
ESGU vs SPMD dividend yield comparison.
| Year | ESGU | SPMD |
|---|---|---|
| 2026 | 0.44% | 0.60% |
| 2025 | 0.99% | 1.39% |
| 2024 | 1.18% | 1.42% |
| 2023 | 1.43% | 1.47% |
| 2022 | 1.58% | 1.64% |
| 2021 | 1.06% | 1.24% |
| 2020 | 1.27% | 1.30% |
| 2019 | 1.32% | 1.57% |
| 2018 | 1.73% | 1.85% |
| 2017 | 1.82% | 1.97% |
| 2016 | 0.00% | 2.13% |
| 2015 | 0.00% | 5.33% |
| 2014 | 0.00% | 5.71% |
| 2013 | 0.00% | 10.67% |
| 2012 | 0.00% | 2.48% |
| 2011 | 0.00% | 1.34% |
| 2010 | 0.00% | 1.13% |
| 2009 | 0.00% | 1.31% |
| 2008 | 0.00% | 2.34% |
| 2007 | 0.00% | 6.04% |
| 2006 | 0.00% | 2.73% |
| 2005 | 0.00% | 0.18% |
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