ESML vs IBTG

Comparison between ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML, ETF) and ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF).

5-Year PerformanceESML has outperformed IBTG, delivering a return of +6.8% compared to +0.9%

ESML vs IBTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESML(ETF)	IBTG(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.17%	0.07%
Max Drawdown	41.97%	15.61%
Sharpe Ratio	1.51	0.80
5Y Beta	1.06	-0.01
P/E Ratio	38.80	N/A
Forward P/E	16.02	N/A
5Y Dividends CAGR	12.42%	39.69%
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

IBTG

$2.30B

Expense Ratio

ESML

0.17%

Winner

IBTG

0.07%

Max Drawdown

ESML

41.97%

Winner

IBTG

15.61%

Sharpe Ratio

Winner

ESML

1.51

IBTG

0.80

5Y Beta

ESML

1.06

Winner

IBTG

-0.01

P/E Ratio

ESML

38.80

IBTG

N/A

Forward P/E

ESML

16.02

IBTG

N/A

5Y Dividends CAGR

ESML

12.42%

Winner

IBTG

39.69%

5Y EPS CAGR

ESML

14.32%

IBTG

N/A

P/S Ratio

ESML

1.49

IBTG

N/A

P/B Ratio

ESML

2.59

IBTG

N/A

ESML vs IBTG - Historical Returns

Returns include dividend reinvestment.

Period	ESML	IBTG
1 month	+0.29%	+0.34%
3 months	+7.67%	+0.95%
6 months	+13.12%	+1.82%
1 year	+31.73%	+4.12%
5 years(CAGR)	+6.76%	+0.85%
10 years(CAGR)	+10.46%	N/A
Max(CAGR)	+10.46%	+1.00%

ESML

+0.29%

Winner

IBTG

+0.34%

Winner

ESML

+7.67%

IBTG

+0.95%

Winner

ESML

+13.12%

IBTG

+1.82%

Winner

ESML

+31.73%

IBTG

+4.12%

5Y(CAGR)

Winner

ESML

+6.76%

IBTG

+0.85%

10Y(CAGR)

ESML

+10.46%

IBTG

N/A

Max(CAGR)

Winner

ESML

+10.46%

IBTG

+1.00%

ESML vs IBTG - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	ESML	IBTG
2026	+12.63%	+1.46%
2025	+10.70%	+4.54%
2024	+12.55%	+4.15%
2023	+17.68%	+4.13%
2022	-18.01%	-7.85%
2021	+20.80%	-3.06%
2020	+19.56%	+3.99%
2019	+28.89%	N/A
2018	-10.88%	N/A

ESML vs IBTG Drawdown Comparison

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

The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.

The current ESML drawdown is -2.70%.

Rank	ESML	IBTG
#1	-41.97% Jan 16, 2020 - Nov 9, 2020	-13.62% Aug 4, 2020 - Dec 18, 2025
#2	-28.61% Nov 8, 2021 - Jul 16, 2024	-2.79% Mar 9, 2020 - Mar 27, 2020
#3	-26.68% Nov 25, 2024 - Sep 18, 2025	-1.03% May 14, 2020 - Jun 26, 2020
#4	-25.31% Aug 29, 2018 - Nov 27, 2019	-0.76% Apr 3, 2020 - Apr 15, 2020
#5	-9.04% Feb 26, 2026 - Apr 14, 2026	-0.50% Apr 21, 2020 - May 7, 2020
#6	-8.34% Jul 16, 2024 - Sep 19, 2024	-0.34% May 7, 2020 - May 14, 2020
#7	-7.95% Mar 15, 2021 - Apr 26, 2021	-0.17% Jul 9, 2020 - Jul 21, 2020
#8	-7.83% Jun 8, 2021 - Oct 20, 2021	-0.15% Apr 15, 2020 - Apr 21, 2020
#9	-7.16% Oct 27, 2025 - Dec 4, 2025	-0.13% Jul 1, 2020 - Jul 9, 2020
#10	-6.29% Apr 28, 2021 - Jun 8, 2021	-0.11% Jul 24, 2020 - Jul 28, 2020
#11	-5.39% Feb 24, 2021 - Mar 11, 2021	-0.09% Mar 31, 2020 - Apr 3, 2020
#12	-4.31% Nov 11, 2024 - Nov 25, 2024	-0.04% Dec 26, 2025 - Jan 2, 2026
#13	-4.08% Jan 20, 2021 - Feb 4, 2021	-0.04% Feb 9, 2026 - Feb 13, 2026
#14	-4.07% May 6, 2026 - May 26, 2026	-0.03% Feb 27, 2026 - Mar 6, 2026
#15	-4.06% Oct 6, 2025 - Oct 24, 2025	-0.02% Feb 28, 2020 - Mar 3, 2020