ESML vs IBDW

Comparison between ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

5-Year PerformanceESML has outperformed IBDW, delivering a return of +6.8% compared to +0.4%

ESML vs IBDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESML(ETF)	IBDW(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.17%	0.10%
Max Drawdown	41.97%	26.72%
Sharpe Ratio	1.51	0.25
5Y Beta	1.06	0.06
P/E Ratio	38.80	N/A
Forward P/E	16.02	N/A
5Y Dividends CAGR	12.42%	N/A
5Y EPS CAGR	14.32%	N/A
P/S Ratio	1.49	N/A
P/B Ratio	2.59	N/A

Net Assets

ESML

$2.30B

Winner

IBDW

$2.40B

Expense Ratio

ESML

0.17%

Winner

IBDW

0.10%

Max Drawdown

ESML

41.97%

Winner

IBDW

26.72%

Sharpe Ratio

Winner

ESML

1.51

IBDW

0.25

5Y Beta

ESML

1.06

Winner

IBDW

0.06

P/E Ratio

ESML

38.80

IBDW

N/A

Forward P/E

ESML

16.02

IBDW

N/A

5Y Dividends CAGR

ESML

12.42%

IBDW

N/A

5Y EPS CAGR

ESML

14.32%

IBDW

N/A

P/S Ratio

ESML

1.49

IBDW

N/A

P/B Ratio

ESML

2.59

IBDW

N/A

ESML vs IBDW - Historical Returns

Returns include dividend reinvestment.

Period	ESML	IBDW
1 month	+0.29%	-0.37%
3 months	+7.67%	-1.00%
6 months	+13.12%	+0.16%
1 year	+31.73%	+4.89%
5 years(CAGR)	+6.76%	+0.38%
10 years(CAGR)	+10.46%	N/A
Max(CAGR)	+10.46%	+0.38%

Winner

ESML

+0.29%

IBDW

-0.37%

Winner

ESML

+7.67%

IBDW

-1.00%

Winner

ESML

+13.12%

IBDW

+0.16%

Winner

ESML

+31.73%

IBDW

+4.89%

5Y(CAGR)

Winner

ESML

+6.76%

IBDW

+0.38%

10Y(CAGR)

ESML

+10.46%

IBDW

N/A

Max(CAGR)

Winner

ESML

+10.46%

IBDW

+0.38%

ESML vs IBDW - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	ESML	IBDW
2026	+12.63%	-0.22%
2025	+10.70%	+8.86%
2024	+12.55%	+3.60%
2023	+17.68%	+8.47%
2022	-18.01%	-16.41%
2021	+20.80%	+0.36%
2020	+19.56%	N/A
2019	+28.89%	N/A
2018	-10.88%	N/A

ESML vs IBDW Drawdown Comparison

The maximum drawdown for ESML was -41.97%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current ESML drawdown is -2.70%. The current IBDW drawdown is -1.51%.

Rank	ESML	IBDW
#1	-41.97% Jan 16, 2020 - Nov 9, 2020	-23.88% Aug 3, 2021 - Feb 5, 2026
#2	-28.61% Nov 8, 2021 - Jul 16, 2024	-2.42% Feb 23, 2026 - Mar 26, 2026
#3	-26.68% Nov 25, 2024 - Sep 18, 2025	-0.79% Jul 8, 2021 - Jul 19, 2021
#4	-25.31% Aug 29, 2018 - Nov 27, 2019	-0.59% Jul 19, 2021 - Jul 28, 2021
#5	-9.04% Feb 26, 2026 - Apr 14, 2026	-0.19% Jul 28, 2021 - Aug 2, 2021
#6	-8.34% Jul 16, 2024 - Sep 19, 2024	-0.19% Jun 30, 2021 - Jul 2, 2021
#7	-7.95% Mar 15, 2021 - Apr 26, 2021	-0.17% Jun 24, 2021 - Jun 28, 2021
#8	-7.83% Jun 8, 2021 - Oct 20, 2021	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-7.16% Oct 27, 2025 - Dec 4, 2025	-0.07% Feb 17, 2026 - Feb 23, 2026
#10	-6.29% Apr 28, 2021 - Jun 8, 2021	N/A
#11	-5.39% Feb 24, 2021 - Mar 11, 2021	N/A
#12	-4.31% Nov 11, 2024 - Nov 25, 2024	N/A
#13	-4.08% Jan 20, 2021 - Feb 4, 2021	N/A
#14	-4.07% May 6, 2026 - May 26, 2026	N/A
#15	-4.06% Oct 6, 2025 - Oct 24, 2025	N/A