StockComparison Logo
vs

IAUM vs ESGE

Comparison between iShares Gold Trust Micro (IAUM, ETF) and ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF).

5-Year PerformanceIAUM has outperformed ESGE, delivering a return of +18.5% compared to +6.5%

IAUM vs ESGE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IAUM
$7.20B
ESGE
$7.10B
Expense Ratio
Winner
IAUM
0.09%
ESGE
0.25%
Max Drawdown
Winner
IAUM
24.37%
ESGE
43.02%
Sharpe Ratio
IAUM
0.73
Winner
ESGE
1.62
5Y Beta
Winner
IAUM
0.23
ESGE
0.86
5Y Dividends CAGR
IAUM
N/A
ESGE
14.19%

IAUM vs ESGE - Historical Returns

Returns include dividend reinvestment.

1M
IAUM
-8.79%
Winner
ESGE
+2.81%
3M
IAUM
-6.50%
Winner
ESGE
+17.31%
6M
IAUM
-8.59%
Winner
ESGE
+23.11%
1Y
IAUM
+21.67%
Winner
ESGE
+44.90%
5Y(CAGR)
Winner
IAUM
+18.46%
ESGE
+6.48%
10Y(CAGR)
IAUM
N/A
ESGE
+9.65%
Max(CAGR)
Winner
IAUM
+18.46%
ESGE
+9.65%

IAUM vs ESGE - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearIAUMESGE
2026-5.09%+18.83%
2025+62.10%+36.02%
2024+27.35%+8.19%
2023+12.14%+8.71%
2022+1.05%-22.85%
2021+3.87%-3.53%
2020N/A+16.63%
2019N/A+20.03%
2018N/A-16.97%
2017N/A+41.64%
2016N/A-0.46%

IAUM vs ESGE Drawdown Comparison

The maximum drawdown for IAUM was -24.37%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.

The current IAUM drawdown is -23.81%. The current ESGE drawdown is -5.62%.

RankIAUMESGE
#1-24.37%
Jan 29, 2026 - Jun 10, 2026
-41.04%
Feb 17, 2021 - Sep 11, 2025
#2-20.87%
Mar 8, 2022 - Dec 1, 2023
-36.60%
Jan 26, 2018 - Nov 5, 2020
#3-10.05%
Oct 20, 2025 - Dec 22, 2025
-13.90%
Feb 25, 2026 - Apr 17, 2026
#4-8.09%
Oct 30, 2024 - Jan 30, 2025
-9.86%
Sep 7, 2016 - Feb 8, 2017
#5-7.14%
Apr 21, 2025 - Jun 13, 2025
-8.66%
Jun 2, 2026 - Jun 18, 2026
#6-5.74%
May 20, 2024 - Jul 16, 2024
-5.62%
Jun 22, 2026 - Jun 23, 2026
#7-5.69%
Jul 29, 2021 - Nov 9, 2021
-5.49%
Jan 21, 2021 - Feb 9, 2021
#8-5.25%
Nov 12, 2021 - Feb 14, 2022
-5.46%
May 8, 2026 - May 26, 2026
#9-4.88%
Mar 31, 2025 - Apr 10, 2025
-4.97%
Nov 22, 2017 - Dec 22, 2017
#10-4.85%
Dec 26, 2025 - Jan 12, 2026
-4.75%
Oct 29, 2025 - Jan 2, 2026
#11-4.79%
Jun 13, 2025 - Aug 29, 2025
-4.72%
Oct 8, 2025 - Oct 20, 2025
#12-4.40%
Dec 1, 2023 - Dec 27, 2023
-3.63%
Jan 28, 2026 - Feb 10, 2026
#13-4.38%
Jul 16, 2024 - Aug 12, 2024
-2.99%
May 16, 2017 - May 26, 2017
#14-4.23%
Apr 16, 2024 - May 17, 2024
-2.97%
Sep 19, 2017 - Oct 5, 2017
#15-4.15%
Dec 27, 2023 - Mar 1, 2024
-2.91%
Aug 8, 2017 - Aug 22, 2017

Correlation

Correlation between IAUM and ESGE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Select Stocks to Compare