ESML vs VRP

Comparison between ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML, ETF) and INVESCO VARIABLE RATE PREFERRED ETF (VRP, ETF).

5-Year PerformanceESML has outperformed VRP, delivering a return of +8.0% compared to +4.1%

ESML vs VRP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESML(ETF)	VRP(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	0.17%	0.50%
Max Drawdown	41.97%	46.22%
Sharpe Ratio	1.49	0.45
5Y Beta	1.06	0.15
P/E Ratio	46.10	N/A
Forward P/E	16.51	N/A
5Y Dividends CAGR	7.10%	6.05%
5Y EPS CAGR	13.10%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	2.74	N/A

Net Assets

ESML

$2.90B

Winner

VRP

$3B

Expense Ratio

Winner

ESML

0.17%

VRP

0.50%

Max Drawdown

Winner

ESML

41.97%

VRP

46.22%

Sharpe Ratio

Winner

ESML

1.49

VRP

0.45

5Y Beta

ESML

1.06

Winner

VRP

0.15

P/E Ratio

ESML

46.10

VRP

N/A

Forward P/E

ESML

16.51

VRP

N/A

5Y Dividends CAGR

Winner

ESML

7.10%

VRP

6.05%

5Y EPS CAGR

ESML

13.10%

VRP

N/A

P/S Ratio

ESML

1.59

VRP

N/A

P/B Ratio

ESML

2.74

VRP

N/A

ESML vs VRP - Historical Returns

Returns include dividend reinvestment.

Period	ESML	VRP
1 month	-0.07%	-0.43%
3 months	+4.71%	+0.51%
6 months	+10.46%	+1.32%
1 year	+32.23%	+4.98%
5 years(CAGR)	+8.00%	+4.12%
10 years(CAGR)	+10.93%	+4.86%
Max(CAGR)	+10.93%	+5.04%

Winner

ESML

-0.07%

VRP

-0.43%

Winner

ESML

+4.71%

VRP

+0.51%

Winner

ESML

+10.46%

VRP

+1.32%

Winner

ESML

+32.23%

VRP

+4.98%

5Y(CAGR)

Winner

ESML

+8.00%

VRP

+4.12%

10Y(CAGR)

Winner

ESML

+10.93%

VRP

+4.86%

Max(CAGR)

Winner

ESML

+10.93%

VRP

+5.04%

ESML vs VRP - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	ESML	VRP
2026	+18.70%	+2.12%
2025	+10.70%	+7.07%
2024	+12.55%	+11.29%
2023	+17.68%	+10.49%
2022	-18.01%	-9.00%
2021	+20.80%	+4.93%
2020	+19.56%	+4.79%
2019	+28.89%	+18.32%
2018	-10.88%	-6.37%
2017	N/A	+8.94%
2016	N/A	+6.93%
2015	N/A	+2.65%
2014	N/A	+1.81%

ESML vs VRP Drawdown Comparison

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

The maximum drawdown for VRP was -46.04%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current ESML drawdown is -1.68%. The current VRP drawdown is -0.43%.

Rank	ESML	VRP
#1	-41.97% Jan 16, 2020 - Nov 9, 2020	-46.04% Feb 12, 2020 - Nov 16, 2020
#2	-28.61% Nov 8, 2021 - Jul 16, 2024	-13.76% Sep 22, 2021 - Jan 10, 2024
#3	-26.68% Nov 25, 2024 - Sep 18, 2025	-9.04% Aug 31, 2018 - Mar 1, 2019
#4	-25.31% Aug 29, 2018 - Nov 27, 2019	-7.54% Apr 24, 2015 - Apr 22, 2016
#5	-9.04% Feb 26, 2026 - Apr 14, 2026	-5.38% Sep 6, 2016 - Feb 7, 2017
#6	-8.34% Jul 16, 2024 - Sep 19, 2024	-4.26% Feb 28, 2025 - May 16, 2025
#7	-7.95% Mar 15, 2021 - Apr 26, 2021	-2.89% Feb 24, 2026 - Apr 20, 2026
#8	-7.83% Jun 8, 2021 - Oct 20, 2021	-2.43% Oct 23, 2017 - Aug 31, 2018
#9	-7.16% Oct 27, 2025 - Dec 4, 2025	-1.88% Jul 18, 2024 - Aug 15, 2024
#10	-6.29% Apr 28, 2021 - Jun 8, 2021	-1.72% Mar 22, 2024 - May 2, 2024
#11	-5.39% Feb 24, 2021 - Mar 11, 2021	-1.71% Aug 29, 2014 - Jan 26, 2015
#12	-5.15% Jun 30, 2026 - Jul 29, 2026	-1.67% Feb 9, 2021 - Mar 31, 2021
#13	-4.31% Nov 11, 2024 - Nov 25, 2024	-1.55% Jan 3, 2025 - Feb 5, 2025
#14	-4.08% Jan 20, 2021 - Feb 4, 2021	-1.41% Feb 27, 2017 - Mar 30, 2017
#15	-4.07% May 6, 2026 - May 26, 2026	-1.41% Aug 3, 2017 - Oct 23, 2017

Correlation

Correlation between ESML and VRP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2014 - 2026)

ESML vs VRP dividend yield comparison.

Year	ESML	VRP
2026	0.40%	2.75%
2025	1.08%	6.53%
2024	1.22%	5.78%
2023	1.31%	6.61%
2022	1.46%	5.38%
2021	0.94%	4.25%
2020	0.99%	4.17%
2019	1.10%	4.71%
2018	1.07%	5.28%
2017	0.00%	4.69%
2016	0.00%	5.10%
2015	0.00%	5.02%
2014	0.00%	3.04%