ESGU vs STIP

Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF).

5-Year PerformanceESGU has outperformed STIP, delivering a return of +12.2% compared to +3.4%

ESGU vs STIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESGU(ETF)	STIP(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.15%	0.03%
Max Drawdown	33.87%	10.26%
Sharpe Ratio	1.98	0.46
5Y Beta	0.99	-0.00
P/E Ratio	29.33	N/A
Forward P/E	21.93	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	11.07%	22.62%
5Y EPS CAGR	28.79%	N/A
Debt to Equity	20.24%	N/A
P/S Ratio	3.32	N/A
P/B Ratio	5.64	N/A

Net Assets

Winner

ESGU

$15B

STIP

$15B

Expense Ratio

ESGU

0.15%

Winner

STIP

0.03%

Max Drawdown

ESGU

33.87%

Winner

STIP

10.26%

Sharpe Ratio

Winner

ESGU

1.98

STIP

0.46

5Y Beta

ESGU

0.99

Winner

STIP

-0.00

P/E Ratio

ESGU

29.33

STIP

N/A

Forward P/E

ESGU

21.93

STIP

N/A

PEG Ratio

ESGU

0.44

STIP

N/A

5Y Dividends CAGR

ESGU

11.07%

Winner

STIP

22.62%

5Y EPS CAGR

ESGU

28.79%

STIP

N/A

Debt to Equity

ESGU

20.24%

STIP

N/A

P/S Ratio

ESGU

3.32

STIP

N/A

P/B Ratio

ESGU

5.64

STIP

N/A

ESGU vs STIP - Historical Returns

Returns include dividend reinvestment.

Period	ESGU	STIP
1 month	+9.09%	+0.80%
3 months	+6.58%	+1.37%
6 months	+9.72%	+2.17%
1 year	+31.44%	+4.56%
5 years(CAGR)	+12.16%	+3.43%
10 years(CAGR)	+15.23%	+3.20%
Max(CAGR)	+15.23%	+2.41%

Winner

ESGU

+9.09%

STIP

+0.80%

Winner

ESGU

+6.58%

STIP

+1.37%

Winner

ESGU

+9.72%

STIP

+2.17%

Winner

ESGU

+31.44%

STIP

+4.56%

5Y(CAGR)

Winner

ESGU

+12.16%

STIP

+3.43%

10Y(CAGR)

Winner

ESGU

+15.23%

STIP

+3.20%

Max(CAGR)

Winner

ESGU

+15.23%

STIP

+2.41%

ESGU vs STIP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	ESGU	STIP
2026	+7.82%	+1.96%
2025	+17.06%	+5.96%
2024	+25.17%	+4.84%
2023	+26.27%	+4.59%
2022	-20.66%	-2.92%
2021	+28.59%	+5.58%
2020	+21.43%	+5.02%
2019	+32.20%	+4.87%
2018	-4.52%	+0.52%
2017	+21.07%	+0.75%
2016	+1.79%	+2.66%
2015	N/A	-0.19%
2014	N/A	-1.27%
2013	N/A	-1.75%
2012	N/A	+2.10%
2011	N/A	+4.36%
2010	N/A	+0.22%

ESGU vs STIP Drawdown Comparison

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

The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.

The current STIP drawdown is -0.06%.

Rank	ESGU	STIP
#1	-33.87% Feb 19, 2020 - Aug 4, 2020	-5.49% Mar 11, 2022 - Dec 14, 2023
#2	-26.14% Dec 27, 2021 - Dec 27, 2023	-5.29% Mar 5, 2020 - May 29, 2020
#3	-19.62% Sep 20, 2018 - Apr 12, 2019	-3.85% Sep 14, 2012 - Apr 13, 2017
#4	-19.32% Jan 23, 2025 - Jun 26, 2025	-2.00% Nov 17, 2021 - Feb 28, 2022
#5	-9.68% Sep 2, 2020 - Nov 11, 2020	-1.61% Aug 1, 2011 - Nov 4, 2011
#6	-9.52% Jan 26, 2018 - Jul 25, 2018	-1.01% Nov 7, 2011 - Jan 27, 2012
#7	-9.26% Jan 28, 2026 - Apr 15, 2026	-0.98% Mar 9, 2012 - Aug 31, 2012
#8	-8.56% Jul 16, 2024 - Sep 19, 2024	-0.98% Apr 13, 2017 - Sep 7, 2017
#9	-6.71% Apr 30, 2019 - Jun 20, 2019	-0.97% Feb 1, 2011 - Feb 22, 2011
#10	-5.82% Jul 26, 2019 - Oct 25, 2019	-0.95% Apr 3, 2025 - Apr 28, 2025
#11	-5.45% Mar 28, 2024 - May 14, 2024	-0.88% Aug 24, 2018 - Jan 30, 2019
#12	-5.38% Sep 2, 2021 - Oct 20, 2021	-0.84% Apr 30, 2025 - Jun 26, 2025
#13	-5.13% Oct 29, 2025 - Dec 10, 2025	-0.76% Sep 24, 2024 - Jan 15, 2025
#14	-4.98% Feb 12, 2021 - Mar 15, 2021	-0.69% Mar 17, 2026 - Apr 13, 2026
#15	-4.54% Nov 16, 2021 - Dec 27, 2021	-0.69% Dec 6, 2010 - Jan 3, 2011

Correlation

Correlation between ESGU and STIP is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2010 - 2026)

ESGU vs STIP dividend yield comparison.

Year	ESGU	STIP
2026	0.23%	0.76%
2025	0.99%	4.11%
2024	1.18%	2.62%
2023	1.43%	2.84%
2022	1.58%	6.04%
2021	1.06%	4.15%
2020	1.27%	1.40%
2019	1.32%	2.06%
2018	1.73%	2.44%
2017	1.82%	1.59%
2016	0.00%	0.89%
2014	0.00%	0.74%
2013	0.00%	0.31%
2012	0.00%	1.05%
2011	0.00%	2.47%
2010	0.00%	0.07%