ESML vs IYY
Comparison between ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML, ETF) and ISHARES DOW JONES U.S. ETF (IYY, ETF).
5-Year PerformanceIYY has outperformed ESML, delivering a return of +12.5% compared to +8.2%
ESML vs IYY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESML
$2.90B
Winner
IYY
$3B
Expense Ratio
Winner
ESML
0.17%
IYY
0.20%
Max Drawdown
Winner
ESML
41.97%
IYY
56.28%
Sharpe Ratio
Winner
ESML
1.56
IYY
1.39
5Y Beta
ESML
1.06
Winner
IYY
0.98
P/E Ratio
ESML
46.10
Winner
IYY
26.46
Forward P/E
Winner
ESML
16.52
IYY
20.05
5Y Dividends CAGR
Winner
ESML
7.10%
IYY
5.54%
5Y EPS CAGR
ESML
13.10%
Winner
IYY
28.15%
Debt to Equity
ESML
N/A
IYY
59.81%
P/S Ratio
Winner
ESML
1.59
IYY
3.44
P/B Ratio
Winner
ESML
2.74
IYY
5.18
ESML vs IYY - Holdings Comparison
ESML and IYY have 347 common holdings. Overlap is 4.51%
ESML's top 25 holdings weight is 12.67%. IYY's top 25 holdings weight is 46.26%.
| Rank | ESML | IYY |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.22% | NVIDIA CORP (NVDA) - 7.24% |
| #2 | US FOODS HOLDING CORP (USFD) - 0.54% | APPLE INC (AAPL) - 6.94% |
| #3 | USD CASH (n/a) - 0.48% | MICROSOFT CORP (MSFT) - 4.26% |
| #4 | ASSURANT INC (AIZ) - 0.47% | AMAZON.COM INC (AMZN) - 3.49% |
| #5 | CARPENTER TECHNOLOGY CORP (CRS) - 0.45% | ALPHABET INC CLASS A (GOOGL) - 2.93% |
| #6 | ATI INC (ATI) - 0.40% | BROADCOM INC (AVGO) - 2.64% |
| #7 | NVENT ELECTRIC PLC (NVT) - 0.40% | ALPHABET INC CLASS C (GOOG) - 2.36% |
| #8 | STERLING INFRASTRUCTURE INC (STRL) - 0.37% | META PLATFORMS INC CLASS A (META) - 2.04% |
| #9 | MODERNA INC (MRNA) - 0.37% | MICRON TECHNOLOGY INC (MU) - 1.58% |
| #10 | WOODWARD INC (WWD) - 0.37% | TESLA INC (TSLA) - 1.54% |
| #11 | OVINTIV INC (OVV) - 0.35% | ELI LILLY AND CO (LLY) - 1.34% |
| #12 | MKS INC (MKSI) - 0.34% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #13 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.34% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% |
| #14 | GUARDANT HEALTH INC (GH) - 0.32% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | ONTO INNOVATION INC (ONTO) - 0.32% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.91% |
| #16 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.30% | JOHNSON & JOHNSON (JNJ) - 0.87% |
| #17 | UNUM GROUP (UNM) - 0.30% | VISA INC CLASS A (V) - 0.85% |
| #18 | JONES LANG LASALLE INC (JLL) - 0.30% | INTEL CORP (INTC) - 0.72% |
| #19 | EAST WEST BANCORP INC (EWBC) - 0.30% | WALMART INC (WMT) - 0.70% |
| #20 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.29% | ABBVIE INC (ABBV) - 0.65% |
| #21 | HEALTHPEAK PROPERTIES INC (DOC) - 0.29% | QUALCOMM INC (QCOM) - 0.26% |
| #22 | TD SYNNEX CORP (SNX) - 0.29% | VERIZON COMMUNICATIONS INC (VZ) - 0.26% |
| #23 | UNITED BANKSHARES INC (UBSI) - 0.29% | ARISTA NETWORKS INC (ANET) - 0.26% |
| #24 | BRIXMOR PROPERTY GROUP INC (BRX) - 0.29% | MARVELL TECHNOLOGY INC (MRVL) - 0.26% |
| #25 | ROYAL GOLD INC (RGLD) - 0.28% | NEXTERA ENERGY INC (NEE) - 0.26% |
| Total Holdings | 911 | 925 |
ESML vs IYY - Historical Returns
Returns include dividend reinvestment.
1M
ESML
+2.23%
Winner
IYY
+3.47%
3M
Winner
ESML
+7.08%
IYY
+6.28%
6M
ESML
+11.65%
Winner
IYY
+12.66%
1Y
Winner
ESML
+34.04%
IYY
+23.38%
5Y(CAGR)
ESML
+8.22%
Winner
IYY
+12.46%
10Y(CAGR)
ESML
+11.07%
Winner
IYY
+14.89%
Max(CAGR)
Winner
ESML
+11.07%
IYY
+8.48%
ESML vs IYY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | ESML | IYY |
|---|---|---|
| 2026 | +19.97% | +13.88% |
| 2025 | +10.70% | +17.42% |
| 2024 | +12.55% | +25.12% |
| 2023 | +17.68% | +27.02% |
| 2022 | -18.01% | -19.98% |
| 2021 | +20.80% | +28.14% |
| 2020 | +19.56% | +19.15% |
| 2019 | +28.89% | +30.69% |
| 2018 | -10.88% | -5.87% |
| 2017 | N/A | +20.44% |
| 2016 | N/A | +13.81% |
| 2015 | N/A | +0.62% |
| 2014 | N/A | +13.91% |
| 2013 | N/A | +29.38% |
| 2012 | N/A | +14.37% |
| 2011 | N/A | +0.06% |
| 2010 | N/A | +14.63% |
| 2009 | N/A | +25.06% |
| 2008 | N/A | -36.28% |
| 2007 | N/A | +5.85% |
| 2006 | N/A | +13.57% |
| 2005 | N/A | +7.14% |
| 2004 | N/A | +12.15% |
| 2003 | N/A | +26.50% |
| 2002 | N/A | -22.31% |
| 2001 | N/A | -8.58% |
| 2000 | N/A | -9.07% |
ESML vs IYY Drawdown Comparison
The maximum drawdown for ESML was -41.97%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current ESML drawdown is -0.63%.
| Rank | ESML | IYY |
|---|---|---|
| #1 | -41.97% Jan 16, 2020 - Nov 9, 2020 | -55.16% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -28.61% Nov 8, 2021 - Jul 16, 2024 | -48.49% Sep 1, 2000 - Oct 12, 2006 |
| #3 | -26.68% Nov 25, 2024 - Sep 18, 2025 | -34.90% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -25.31% Aug 29, 2018 - Nov 27, 2019 | -25.46% Dec 27, 2021 - Dec 14, 2023 |
| #5 | -9.04% Feb 26, 2026 - Apr 14, 2026 | -19.86% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.34% Jul 16, 2024 - Sep 19, 2024 | -19.06% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.95% Mar 15, 2021 - Apr 26, 2021 | -14.48% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -7.83% Jun 8, 2021 - Oct 20, 2021 | -10.01% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -7.16% Oct 27, 2025 - Dec 4, 2025 | -9.56% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -6.29% Apr 28, 2021 - Jun 8, 2021 | -9.39% Sep 2, 2020 - Nov 11, 2020 |
| #11 | -5.39% Feb 24, 2021 - Mar 11, 2021 | -9.34% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.15% Jun 30, 2026 - Jul 29, 2026 | -8.94% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.31% Nov 11, 2024 - Nov 25, 2024 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.08% Jan 20, 2021 - Feb 4, 2021 | -7.49% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -4.07% May 6, 2026 - May 26, 2026 | -7.44% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between ESML and IYY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
ESML vs IYY dividend yield comparison.
| Year | ESML | IYY |
|---|---|---|
| 2026 | 0.40% | 0.38% |
| 2025 | 1.08% | 0.95% |
| 2024 | 1.22% | 1.05% |
| 2023 | 1.31% | 1.29% |
| 2022 | 1.46% | 1.48% |
| 2021 | 0.94% | 1.04% |
| 2020 | 0.99% | 1.31% |
| 2019 | 1.10% | 1.80% |
| 2018 | 1.07% | 1.97% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 1.81% |
| 2015 | 0.00% | 1.97% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.62% |
| 2012 | 0.00% | 1.99% |
| 2011 | 0.00% | 1.84% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 1.77% |
| 2008 | 0.00% | 2.63% |
| 2007 | 0.00% | 1.57% |
| 2006 | 0.00% | 1.47% |
| 2005 | 0.00% | 1.55% |
| 2004 | 0.00% | 1.59% |
| 2003 | 0.00% | 1.27% |
| 2002 | 0.00% | 1.46% |
| 2001 | 0.00% | 1.07% |
| 2000 | 0.00% | 0.41% |
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