ESML vs SLQD

Comparison between ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformanceESML has outperformed SLQD, delivering a return of +7.1% compared to +2.5%

ESML vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESML(ETF)	SLQD(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.17%	0.06%
Max Drawdown	41.97%	12.69%
Sharpe Ratio	1.71	0.64
5Y Beta	1.06	0.03
P/E Ratio	38.80	N/A
Forward P/E	16.06	N/A
5Y Dividends CAGR	12.42%	15.87%
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

SLQD

$2.30B

Expense Ratio

ESML

0.17%

Winner

SLQD

0.06%

Max Drawdown

ESML

41.97%

Winner

SLQD

12.69%

Sharpe Ratio

Winner

ESML

1.71

SLQD

0.64

5Y Beta

ESML

1.06

Winner

SLQD

0.03

P/E Ratio

ESML

38.80

SLQD

N/A

Forward P/E

ESML

16.06

SLQD

N/A

5Y Dividends CAGR

ESML

12.42%

Winner

SLQD

15.87%

5Y EPS CAGR

ESML

14.32%

SLQD

N/A

P/S Ratio

ESML

1.49

SLQD

N/A

P/B Ratio

ESML

2.59

SLQD

N/A

ESML vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	ESML	SLQD
1 month	+3.49%	+0.21%
3 months	+7.10%	+0.14%
6 months	+17.10%	+1.33%
1 year	+36.16%	+4.51%
5 years(CAGR)	+7.11%	+2.52%
10 years(CAGR)	+10.75%	+2.70%
Max(CAGR)	+10.75%	+2.52%

Winner

ESML

+3.49%

SLQD

+0.21%

Winner

ESML

+7.10%

SLQD

+0.14%

Winner

ESML

+17.10%

SLQD

+1.33%

Winner

ESML

+36.16%

SLQD

+4.51%

5Y(CAGR)

Winner

ESML

+7.11%

SLQD

+2.52%

10Y(CAGR)

Winner

ESML

+10.75%

SLQD

+2.70%

Max(CAGR)

Winner

ESML

+10.75%

SLQD

+2.52%

ESML vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	ESML	SLQD
2026	+14.93%	+0.89%
2025	+10.70%	+6.23%
2024	+12.55%	+5.15%
2023	+17.68%	+5.87%
2022	-18.01%	-4.27%
2021	+20.80%	-0.53%
2020	+19.56%	+4.70%
2019	+28.89%	+6.05%
2018	-10.88%	+1.15%
2017	N/A	+2.17%
2016	N/A	+1.81%
2015	N/A	+1.23%
2014	N/A	+1.65%
2013	N/A	+0.49%

ESML vs SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current SLQD drawdown is -0.06%.

Rank	ESML	SLQD
#1	-41.97% Jan 16, 2020 - Nov 9, 2020	-12.69% Mar 4, 2020 - May 19, 2020
#2	-28.61% Nov 8, 2021 - Jul 16, 2024	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-26.68% Nov 25, 2024 - Sep 18, 2025	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-25.31% Aug 29, 2018 - Nov 27, 2019	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-9.04% Feb 26, 2026 - Apr 14, 2026	-1.06% Feb 27, 2026 - May 28, 2026
#6	-8.34% Jul 16, 2024 - Sep 19, 2024	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-7.95% Mar 15, 2021 - Apr 26, 2021	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-7.83% Jun 8, 2021 - Oct 20, 2021	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-7.16% Oct 27, 2025 - Dec 4, 2025	-0.87% Dec 31, 2020 - May 25, 2021
#10	-6.29% Apr 28, 2021 - Jun 8, 2021	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-5.39% Feb 24, 2021 - Mar 11, 2021	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-4.31% Nov 11, 2024 - Nov 25, 2024	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-4.08% Jan 20, 2021 - Feb 4, 2021	-0.76% Mar 27, 2024 - May 3, 2024
#14	-4.07% May 6, 2026 - May 26, 2026	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-4.06% Oct 6, 2025 - Oct 24, 2025	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between ESML and SLQD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2013 - 2026)

ESML vs SLQD dividend yield comparison.

Year	ESML	SLQD
2026	0.21%	1.82%
2025	1.08%	4.15%
2024	1.22%	3.71%
2023	1.31%	2.99%
2022	1.46%	2.00%
2021	0.94%	1.67%
2020	0.99%	2.34%
2019	1.10%	2.89%
2018	1.07%	2.55%
2017	0.00%	1.98%
2016	0.00%	1.81%
2015	0.00%	1.43%
2014	0.00%	1.23%
2013	0.00%	0.23%