ESGU vs USIG
Comparison between ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF) and ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF).
5-Year PerformanceESGU has outperformed USIG, delivering a return of +11.9% compared to +0.2%
ESGU vs USIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ESGU vs USIG - Historical Returns
Returns include dividend reinvestment.
ESGU vs USIG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | ESGU | USIG |
|---|---|---|
| 2026 | +10.46% | -0.11% |
| 2025 | +17.06% | +7.86% |
| 2024 | +25.17% | +3.06% |
| 2023 | +26.27% | +7.57% |
| 2022 | -20.66% | -14.62% |
| 2021 | +28.59% | -1.05% |
| 2020 | +21.43% | +9.20% |
| 2019 | +32.20% | +13.82% |
| 2018 | -4.52% | -1.91% |
| 2017 | +21.07% | +5.66% |
| 2016 | +1.79% | +5.33% |
| 2015 | N/A | -1.76% |
| 2014 | N/A | +7.98% |
| 2013 | N/A | -2.51% |
| 2012 | N/A | +7.70% |
| 2011 | N/A | +9.02% |
| 2010 | N/A | +7.81% |
| 2009 | N/A | +11.22% |
| 2008 | N/A | -0.75% |
| 2007 | N/A | +4.73% |
ESGU vs USIG Drawdown Comparison
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.
The current ESGU drawdown is -1.19%. The current USIG drawdown is -1.65%.
| Rank | ESGU | USIG |
|---|---|---|
| #1 | -33.87% Feb 19, 2020 - Aug 4, 2020 | -22.21% Feb 5, 2008 - Jun 3, 2009 |
| #2 | -26.14% Dec 27, 2021 - Dec 27, 2023 | -21.45% Sep 22, 2021 - Oct 14, 2025 |
| #3 | -19.62% Sep 20, 2018 - Apr 12, 2019 | -18.88% Mar 6, 2020 - Jun 30, 2020 |
| #4 | -19.32% Jan 23, 2025 - Jun 26, 2025 | -7.07% May 2, 2013 - May 1, 2014 |
| #5 | -9.68% Sep 2, 2020 - Nov 11, 2020 | -5.24% Dec 31, 2020 - Jul 28, 2021 |
| #6 | -9.52% Jan 26, 2018 - Jul 25, 2018 | -5.04% Aug 29, 2016 - Jun 14, 2017 |
| #7 | -9.26% Jan 28, 2026 - Apr 15, 2026 | -4.96% Jan 30, 2015 - Apr 5, 2016 |
| #8 | -8.56% Jul 16, 2024 - Sep 19, 2024 | -4.68% Oct 7, 2010 - May 5, 2011 |
| #9 | -6.71% Apr 30, 2019 - Jun 20, 2019 | -4.06% Dec 15, 2017 - Feb 8, 2019 |
| #10 | -5.82% Jul 26, 2019 - Oct 25, 2019 | -3.19% Mar 7, 2007 - Sep 5, 2007 |
| #11 | -5.45% Mar 28, 2024 - May 14, 2024 | -2.79% Feb 23, 2026 - Mar 27, 2026 |
| #12 | -5.38% Sep 2, 2021 - Oct 20, 2021 | -2.78% Nov 26, 2007 - Jan 7, 2008 |
| #13 | -5.13% Oct 29, 2025 - Dec 10, 2025 | -2.50% Aug 28, 2019 - Oct 4, 2019 |
| #14 | -4.98% Feb 12, 2021 - Mar 15, 2021 | -2.44% Aug 4, 2011 - Sep 2, 2011 |
| #15 | -4.57% Jun 2, 2026 - Jun 10, 2026 | -2.43% Aug 6, 2020 - Nov 23, 2020 |
Correlation
Correlation between ESGU and USIG is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
ESGU vs USIG dividend yield comparison.
| Year | ESGU | USIG |
|---|---|---|
| 2026 | 0.43% | 2.39% |
| 2025 | 0.99% | 4.62% |
| 2024 | 1.18% | 4.51% |
| 2023 | 1.43% | 3.94% |
| 2022 | 1.58% | 3.14% |
| 2021 | 1.06% | 2.33% |
| 2020 | 1.27% | 2.82% |
| 2019 | 1.32% | 3.37% |
| 2018 | 1.73% | 3.44% |
| 2017 | 1.82% | 3.03% |
| 2016 | 0.00% | 2.87% |
| 2015 | 0.00% | 3.24% |
| 2014 | 0.00% | 3.32% |
| 2013 | 0.00% | 3.53% |
| 2012 | 0.00% | 3.23% |
| 2011 | 0.00% | 4.11% |
| 2010 | 0.00% | 4.56% |
| 2009 | 0.00% | 4.95% |
| 2008 | 0.00% | 5.12% |
| 2007 | 0.00% | 5.22% |
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