FXI vs ESGE
Comparison between ISHARES CHINA LARGE-CAP ETF (FXI, ETF) and ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF).
5-Year PerformanceESGE has outperformed FXI, delivering a return of +6.8% compared to -1.9%
FXI vs ESGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FXI
$5.90B
ESGE
$5.90B
Expense Ratio
FXI
0.73%
Winner
ESGE
0.25%
Max Drawdown
FXI
73.34%
Winner
ESGE
43.02%
Sharpe Ratio
FXI
0.43
Winner
ESGE
2.24
5Y Beta
Winner
FXI
0.67
ESGE
0.79
5Y Dividends CAGR
FXI
-5.29%
Winner
ESGE
6.30%
FXI vs ESGE - Holdings Comparison
FXI and ESGE have 1 common holdings. Overlap is -0.16%
FXI's top 25 holdings weight is 85.74%. ESGE's top 25 holdings weight is 45.94%.
| Rank | FXI | ESGE |
|---|---|---|
| #1 | ALIBABA GROUP HOLDING LTD ORDINARY SHARES (n/a) - 8.99% | n/a (n/a) - 15.52% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 8.29% | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.31% |
| #3 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 8.10% | SK HYNIX INC (n/a) - 4.32% |
| #4 | INDUSTRIAL AND COMMERCIAL BANK OF CHINA LTD CLASS H (n/a) - 6.00% | TENCENT HOLDINGS LTD (n/a) - 3.20% |
| #5 | XIAOMI CORP CLASS B (n/a) - 5.82% | n/a (n/a) - 2.26% |
| #6 | MEITUAN CLASS B (n/a) - 4.73% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.36% |
| #7 | BYD CO LTD CLASS H (n/a) - 4.23% | DELTA ELECTRONICS INC (n/a) - 1.30% |
| #8 | PING AN INSURANCE (GROUP) CO. OF CHINA LTD CLASS H (n/a) - 4.17% | CHUNGHWA TELECOM CO LTD (n/a) - 1.13% |
| #9 | BANK OF CHINA LTD CLASS H (n/a) - 3.73% | HDFC BANK LTD (n/a) - 0.98% |
| #10 | NETEASE INC ORDINARY SHARES (n/a) - 3.49% | MEDIATEK INC (n/a) - 0.90% |
| #11 | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 3.03% | AL RAJHI BANK (n/a) - 0.89% |
| #12 | BAIDU INC (n/a) - 2.75% | n/a (n/a) - 0.84% |
| #13 | TRIP.COM GROUP LTD (n/a) - 2.63% | n/a (n/a) - 0.82% |
| #14 | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 2.31% | RELIANCE INDUSTRIES LTD (n/a) - 0.74% |
| #15 | PETROCHINA CO LTD CLASS H (n/a) - 2.25% | PETROLEO BRASILEIRO SA PETROBRAS (n/a) - 0.67% |
| #16 | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 2.15% | BYD CO LTD CLASS H (n/a) - 0.61% |
| #17 | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 2.02% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.60% |
| #18 | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 1.98% | FIRST FINANCIAL HOLDING CO LTD (n/a) - 0.59% |
| #19 | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 1.59% | XIAOMI CORP CLASS B (n/a) - 0.58% |
| #20 | BEONE MEDICINES LTD ORDINARY SHARES (n/a) - 1.57% | GOLD FIELDS LTD (n/a) - 0.58% |
| #21 | KUAISHOU TECHNOLOGY ORDINARY SHARES CLASS B (n/a) - 1.38% | DOOSAN ENERBILITY CO LTD (n/a) - 0.35% |
| #22 | CHINA HONGQIAO GROUP LTD (n/a) - 1.22% | MAHINDRA & MAHINDRA LTD (n/a) - 0.35% |
| #23 | POP MART INTERNATIONAL GROUP LTD ORDINARY SHARES (n/a) - 1.12% | AXIS BANK LTD (n/a) - 0.35% |
| #24 | ANTA SPORTS PRODUCTS LTD (n/a) - 1.11% | HINDUSTAN UNILEVER LTD (n/a) - 0.35% |
| #25 | CHINA PETROLEUM & CHEMICAL CORP CLASS H (n/a) - 1.08% | BAIDU INC (n/a) - 0.34% |
| Total Holdings | 57 | 271 |
FXI vs ESGE - Historical Returns
Returns include dividend reinvestment.
1M
FXI
+2.45%
Winner
ESGE
+12.24%
3M
FXI
-5.48%
Winner
ESGE
+11.64%
6M
FXI
-5.74%
Winner
ESGE
+25.05%
1Y
FXI
+9.06%
Winner
ESGE
+55.71%
5Y(CAGR)
FXI
-1.95%
Winner
ESGE
+6.82%
10Y(CAGR)
FXI
+4.13%
Winner
ESGE
+9.61%
Max(CAGR)
FXI
+5.71%
Winner
ESGE
+9.61%
FXI vs ESGE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | FXI | ESGE |
|---|---|---|
| 2026 | -6.48% | +19.65% |
| 2025 | +31.30% | +36.02% |
| 2024 | +33.33% | +8.19% |
| 2023 | -15.40% | +8.71% |
| 2022 | -20.60% | -22.85% |
| 2021 | -19.82% | -3.53% |
| 2020 | +5.89% | +16.63% |
| 2019 | +15.81% | +20.03% |
| 2018 | -16.17% | -16.97% |
| 2017 | +34.51% | +38.88% |
| 2016 | +4.45% | -0.73% |
| 2015 | -13.05% | N/A |
| 2014 | +15.20% | N/A |
| 2013 | -5.45% | N/A |
| 2012 | +15.49% | N/A |
| 2011 | -18.76% | N/A |
| 2010 | +1.39% | N/A |
| 2009 | +37.80% | N/A |
| 2008 | -47.01% | N/A |
| 2007 | +48.14% | N/A |
| 2006 | +79.19% | N/A |
| 2005 | +13.97% | N/A |
| 2004 | +3.37% | N/A |
FXI vs ESGE Drawdown Comparison
The maximum drawdown for FXI was -72.69%, occurring on Oct 27, 2008. Recovery took 3343 trading sessions.
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The current FXI drawdown is -23.37%.
| Rank | FXI | ESGE |
|---|---|---|
| #1 | -72.69% Oct 31, 2007 - Feb 11, 2021 | -41.04% Feb 17, 2021 - Sep 11, 2025 |
| #2 | -60.79% Feb 17, 2021 - Oct 31, 2022 | -36.60% Jan 26, 2018 - Nov 5, 2020 |
| #3 | -21.26% Jan 3, 2007 - May 16, 2007 | -13.90% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -21.18% May 8, 2006 - Oct 12, 2006 | -9.86% Sep 7, 2016 - Feb 10, 2017 |
| #5 | -16.02% Jul 23, 2007 - Aug 24, 2007 | -5.49% Jan 21, 2021 - Feb 9, 2021 |
| #6 | -13.91% Aug 15, 2005 - Jan 5, 2006 | -4.97% Nov 22, 2017 - Dec 29, 2017 |
| #7 | -8.78% Oct 17, 2007 - Oct 31, 2007 | -4.75% Oct 29, 2025 - Jan 2, 2026 |
| #8 | -8.75% Feb 28, 2005 - Jul 19, 2005 | -4.72% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -8.08% Aug 27, 2007 - Sep 13, 2007 | -3.63% Jan 28, 2026 - Feb 10, 2026 |
| #10 | -7.96% Dec 2, 2004 - Feb 25, 2005 | -2.99% May 16, 2017 - May 26, 2017 |
| #11 | -6.87% Oct 11, 2004 - Nov 10, 2004 | -2.97% Sep 19, 2017 - Oct 5, 2017 |
| #12 | -6.41% Feb 22, 2006 - Mar 30, 2006 | -2.91% Aug 8, 2017 - Aug 22, 2017 |
| #13 | -6.23% Apr 21, 2006 - May 5, 2006 | -2.69% Nov 27, 2020 - Dec 3, 2020 |
| #14 | -5.56% May 16, 2007 - Jun 11, 2007 | -2.68% Feb 23, 2017 - Mar 15, 2017 |
| #15 | -5.29% Oct 2, 2007 - Oct 5, 2007 | -2.52% Mar 20, 2017 - Apr 25, 2017 |
Correlation
Correlation between FXI and ESGE is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.46
-101
Dividend Comparison (2005 - 2025)
FXI vs ESGE dividend yield comparison.
| Year | FXI | ESGE |
|---|---|---|
| 2025 | 2.42% | 2.50% |
| 2024 | 1.76% | 2.41% |
| 2023 | 3.17% | 2.65% |
| 2022 | 2.61% | 2.68% |
| 2021 | 1.60% | 2.66% |
| 2020 | 2.19% | 1.31% |
| 2019 | 2.74% | 2.59% |
| 2018 | 2.69% | 2.19% |
| 2017 | 2.31% | 1.86% |
| 2016 | 2.69% | 0.27% |
| 2015 | 2.90% | 0.00% |
| 2014 | 2.51% | 0.00% |
| 2013 | 2.64% | 0.00% |
| 2012 | 2.32% | 0.00% |
| 2011 | 2.19% | 0.00% |
| 2010 | 1.46% | 0.00% |
| 2009 | 1.30% | 0.00% |
| 2008 | 2.65% | 0.00% |
| 2007 | 1.23% | 0.00% |
| 2006 | 1.17% | 0.00% |
| 2005 | 2.03% | 0.00% |
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