IBTG vs ESML

Comparison between ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF) and ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML, ETF).

5-Year PerformanceESML has outperformed IBTG, delivering a return of +6.8% compared to +0.9%

IBTG vs ESML - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTG(ETF)	ESML(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.07%	0.17%
Max Drawdown	15.61%	41.97%
Sharpe Ratio	0.80	1.51
5Y Beta	-0.01	1.06
P/E Ratio	N/A	38.80
Forward P/E	N/A	16.02
5Y Dividends CAGR	39.69%	12.42%
5Y EPS CAGR	N/A	14.32%
P/S Ratio	N/A	1.49
P/B Ratio	N/A	2.59

Net Assets

IBTG

$2.30B

ESML

$2.30B

Expense Ratio

Winner

IBTG

0.07%

ESML

0.17%

Max Drawdown

Winner

IBTG

15.61%

ESML

41.97%

Sharpe Ratio

IBTG

0.80

Winner

ESML

1.51

5Y Beta

Winner

IBTG

-0.01

ESML

1.06

P/E Ratio

IBTG

N/A

ESML

38.80

Forward P/E

IBTG

N/A

ESML

16.02

5Y Dividends CAGR

Winner

IBTG

39.69%

ESML

12.42%

5Y EPS CAGR

IBTG

N/A

ESML

14.32%

P/S Ratio

IBTG

N/A

ESML

1.49

P/B Ratio

IBTG

N/A

ESML

2.59

IBTG vs ESML - Historical Returns

Returns include dividend reinvestment.

Period	IBTG	ESML
1 month	+0.34%	+0.29%
3 months	+0.95%	+7.67%
6 months	+1.82%	+13.12%
1 year	+4.12%	+31.73%
5 years(CAGR)	+0.85%	+6.76%
10 years(CAGR)	N/A	+10.46%
Max(CAGR)	+1.00%	+10.46%

Winner

IBTG

+0.34%

ESML

+0.29%

IBTG

+0.95%

Winner

ESML

+7.67%

IBTG

+1.82%

Winner

ESML

+13.12%

IBTG

+4.12%

Winner

ESML

+31.73%

5Y(CAGR)

IBTG

+0.85%

Winner

ESML

+6.76%

10Y(CAGR)

IBTG

N/A

ESML

+10.46%

Max(CAGR)

IBTG

+1.00%

Winner

ESML

+10.46%

IBTG vs ESML - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	IBTG	ESML
2026	+1.46%	+12.63%
2025	+4.54%	+10.70%
2024	+4.15%	+12.55%
2023	+4.13%	+17.68%
2022	-7.85%	-18.01%
2021	-3.06%	+20.80%
2020	+3.99%	+19.56%
2019	N/A	+28.89%
2018	N/A	-10.88%

IBTG vs ESML Drawdown Comparison

The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.

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

The current ESML drawdown is -2.70%.

Rank	IBTG	ESML
#1	-13.62% Aug 4, 2020 - Dec 18, 2025	-41.97% Jan 16, 2020 - Nov 9, 2020
#2	-2.79% Mar 9, 2020 - Mar 27, 2020	-28.61% Nov 8, 2021 - Jul 16, 2024
#3	-1.03% May 14, 2020 - Jun 26, 2020	-26.68% Nov 25, 2024 - Sep 18, 2025
#4	-0.76% Apr 3, 2020 - Apr 15, 2020	-25.31% Aug 29, 2018 - Nov 27, 2019
#5	-0.50% Apr 21, 2020 - May 7, 2020	-9.04% Feb 26, 2026 - Apr 14, 2026
#6	-0.34% May 7, 2020 - May 14, 2020	-8.34% Jul 16, 2024 - Sep 19, 2024
#7	-0.17% Jul 9, 2020 - Jul 21, 2020	-7.95% Mar 15, 2021 - Apr 26, 2021
#8	-0.15% Apr 15, 2020 - Apr 21, 2020	-7.83% Jun 8, 2021 - Oct 20, 2021
#9	-0.13% Jul 1, 2020 - Jul 9, 2020	-7.16% Oct 27, 2025 - Dec 4, 2025
#10	-0.11% Jul 24, 2020 - Jul 28, 2020	-6.29% Apr 28, 2021 - Jun 8, 2021
#11	-0.09% Mar 31, 2020 - Apr 3, 2020	-5.39% Feb 24, 2021 - Mar 11, 2021
#12	-0.04% Dec 26, 2025 - Jan 2, 2026	-4.31% Nov 11, 2024 - Nov 25, 2024
#13	-0.04% Feb 9, 2026 - Feb 13, 2026	-4.08% Jan 20, 2021 - Feb 4, 2021
#14	-0.03% Feb 27, 2026 - Mar 6, 2026	-4.07% May 6, 2026 - May 26, 2026
#15	-0.02% Feb 28, 2020 - Mar 3, 2020	-4.06% Oct 6, 2025 - Oct 24, 2025