FTEC vs ESGU
Comparison between FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC, ETF) and ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF).
5-Year PerformanceFTEC has outperformed ESGU, delivering a return of +20.3% compared to +12.2%
FTEC vs ESGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FTEC
$15B
ESGU
$15B
Expense Ratio
Winner
FTEC
0.08%
ESGU
0.15%
Max Drawdown
FTEC
35.36%
Winner
ESGU
33.87%
Sharpe Ratio
Winner
FTEC
2.21
ESGU
1.98
5Y Beta
FTEC
1.44
Winner
ESGU
0.99
P/E Ratio
FTEC
40.66
Winner
ESGU
29.33
Forward P/E
FTEC
22.13
Winner
ESGU
21.93
PEG Ratio
FTEC
N/A
ESGU
0.44
5Y Dividends CAGR
FTEC
2.08%
Winner
ESGU
11.07%
5Y EPS CAGR
Winner
FTEC
37.80%
ESGU
28.79%
Debt to Equity
FTEC
45.26%
Winner
ESGU
20.24%
P/S Ratio
FTEC
6.16
Winner
ESGU
3.32
P/B Ratio
FTEC
8.58
Winner
ESGU
5.64
FTEC vs ESGU - Holdings Comparison
FTEC and ESGU have 47 common holdings. Overlap is 31.48%
FTEC's top 25 holdings weight is 73.35%. ESGU's top 25 holdings weight is 47.23%.
| Rank | FTEC | ESGU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 19.29% | NVIDIA CORP (NVDA) - 8.46% |
| #2 | APPLE INC (AAPL) - 14.40% | APPLE INC (AAPL) - 6.21% |
| #3 | MICROSOFT CORP (MSFT) - 10.07% | MICROSOFT CORP (MSFT) - 4.73% |
| #4 | BROADCOM INC (AVGO) - 4.82% | ALPHABET INC CLASS C (GOOG) - 4.63% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.58% | AMAZON.COM INC (AMZN) - 3.90% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 2.38% | BROADCOM INC (AVGO) - 3.05% |
| #7 | INTEL CORP (INTC) - 1.79% | META PLATFORMS INC CLASS A (META) - 2.21% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.58% | TESLA INC (TSLA) - 1.70% |
| #9 | LAM RESEARCH CORP (LRCX) - 1.46% | ALPHABET INC CLASS A (GOOGL) - 1.30% |
| #10 | n/a (PLTR) - 1.42% | JPMORGAN CHASE & CO (JPM) - 1.29% |
| #11 | APPLIED MATERIALS INC (AMAT) - 1.40% | ELI LILLY AND CO (LLY) - 1.11% |
| #12 | ORACLE CORP (ORCL) - 1.26% | VISA INC CLASS A (V) - 0.96% |
| #13 | TEXAS INSTRUMENTS INC (TXN) - 1.13% | MICRON TECHNOLOGY INC (MU) - 0.95% |
| #14 | KLA CORP (KLAC) - 1.13% | ADVANCED MICRO DEVICES INC (AMD) - 0.92% |
| #15 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.00% | EXXON MOBIL CORP (XOM) - 0.75% |
| #16 | ANALOG DEVICES INC (ADI) - 0.90% | CATERPILLAR INC (CAT) - 0.70% |
| #17 | ARISTA NETWORKS INC (ANET) - 0.86% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #18 | AMPHENOL CORP CLASS A (APH) - 0.84% | MASTERCARD INC CLASS A (MA) - 0.68% |
| #19 | SALESFORCE INC (CRM) - 0.80% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.67% |
| #20 | QUALCOMM INC (QCOM) - 0.77% | COSTCO WHOLESALE CORP (COST) - 0.67% |
| #21 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.73% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.34% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 0.70% | ECOLAB INC (ECL) - 0.33% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.70% | KINDER MORGAN INC CLASS P (KMI) - 0.33% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.69% | CITIGROUP INC (C) - 0.33% |
| #25 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.65% | ARISTA NETWORKS INC (ANET) - 0.32% |
| Total Holdings | 286 | 250 |
FTEC vs ESGU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTEC
+21.75%
ESGU
+9.09%
3M
Winner
FTEC
+19.86%
ESGU
+6.58%
6M
Winner
FTEC
+18.53%
ESGU
+9.72%
1Y
Winner
FTEC
+58.69%
ESGU
+31.44%
5Y(CAGR)
Winner
FTEC
+20.31%
ESGU
+12.16%
10Y(CAGR)
Winner
FTEC
+24.98%
ESGU
+15.23%
Max(CAGR)
Winner
FTEC
+21.99%
ESGU
+15.23%
FTEC vs ESGU - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FTEC | ESGU |
|---|---|---|
| 2026 | +19.15% | +7.82% |
| 2025 | +22.06% | +17.06% |
| 2024 | +32.96% | +25.17% |
| 2023 | +54.74% | +26.27% |
| 2022 | -30.18% | -20.66% |
| 2021 | +32.61% | +28.59% |
| 2020 | +43.28% | +21.43% |
| 2019 | +48.60% | +32.20% |
| 2018 | -1.75% | -4.52% |
| 2017 | +35.91% | +21.07% |
| 2016 | +16.07% | +1.79% |
| 2015 | +5.48% | N/A |
| 2014 | +19.53% | N/A |
| 2013 | +8.30% | N/A |
FTEC vs ESGU Drawdown Comparison
The maximum drawdown for FTEC was -34.95%, occurring on Oct 14, 2022. Recovery took 478 trading sessions.
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
| Rank | FTEC | ESGU |
|---|---|---|
| #1 | -34.95% Dec 27, 2021 - Nov 20, 2023 | -33.87% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -31.88% Feb 19, 2020 - Jun 8, 2020 | -26.14% Dec 27, 2021 - Dec 27, 2023 |
| #3 | -27.30% Dec 16, 2024 - Jun 25, 2025 | -19.62% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -24.11% Aug 29, 2018 - Mar 21, 2019 | -19.32% Jan 23, 2025 - Jun 26, 2025 |
| #5 | -16.41% Dec 4, 2015 - Jul 18, 2016 | -9.68% Sep 2, 2020 - Nov 11, 2020 |
| #6 | -16.26% Oct 29, 2025 - Apr 17, 2026 | -9.52% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -15.24% Jul 10, 2024 - Oct 14, 2024 | -9.26% Jan 28, 2026 - Apr 15, 2026 |
| #8 | -14.00% May 27, 2015 - Oct 23, 2015 | -8.56% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -12.33% Sep 2, 2020 - Dec 1, 2020 | -6.71% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -10.81% Feb 12, 2021 - Apr 9, 2021 | -5.82% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -10.71% May 3, 2019 - Jul 1, 2019 | -5.45% Mar 28, 2024 - May 14, 2024 |
| #12 | -10.30% Jan 26, 2018 - Feb 26, 2018 | -5.38% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -9.70% Mar 12, 2018 - Jun 1, 2018 | -5.13% Oct 29, 2025 - Dec 10, 2025 |
| #14 | -9.41% Mar 7, 2024 - May 15, 2024 | -4.98% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -9.33% Apr 26, 2021 - Jun 22, 2021 | -4.54% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between FTEC and ESGU is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2013 - 2026)
FTEC vs ESGU dividend yield comparison.
| Year | FTEC | ESGU |
|---|---|---|
| 2026 | 0.08% | 0.23% |
| 2025 | 0.43% | 0.99% |
| 2024 | 0.49% | 1.18% |
| 2023 | 0.77% | 1.43% |
| 2022 | 0.93% | 1.58% |
| 2021 | 0.63% | 1.06% |
| 2020 | 0.83% | 1.27% |
| 2019 | 1.03% | 1.32% |
| 2018 | 1.20% | 1.73% |
| 2017 | 0.96% | 1.82% |
| 2016 | 1.25% | 0.00% |
| 2015 | 1.27% | 0.00% |
| 2014 | 1.09% | 0.00% |
| 2013 | 0.18% | 0.00% |
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