IEI vs ESGU
Comparison between ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF) and ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF).
5-Year PerformanceESGU has outperformed IEI, delivering a return of +11.9% compared to +0.1%
IEI vs ESGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IEI vs ESGU - Historical Returns
Returns include dividend reinvestment.
IEI vs ESGU - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IEI | ESGU |
|---|---|---|
| 2026 | -0.53% | +10.46% |
| 2025 | +6.97% | +17.06% |
| 2024 | +2.11% | +25.17% |
| 2023 | +4.11% | +26.27% |
| 2022 | -9.13% | -20.66% |
| 2021 | -2.57% | +28.59% |
| 2020 | +6.76% | +21.43% |
| 2019 | +5.56% | +32.20% |
| 2018 | +1.50% | -4.52% |
| 2017 | +1.24% | +21.07% |
| 2016 | +1.02% | +1.79% |
| 2015 | +1.41% | N/A |
| 2014 | +3.07% | N/A |
| 2013 | -1.78% | N/A |
| 2012 | +2.15% | N/A |
| 2011 | +8.25% | N/A |
| 2010 | +6.24% | N/A |
| 2009 | -1.06% | N/A |
| 2008 | +12.21% | N/A |
| 2007 | +10.13% | N/A |
IEI vs ESGU Drawdown Comparison
The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current IEI drawdown is -1.99%. The current ESGU drawdown is -1.19%.
| Rank | IEI | ESGU |
|---|---|---|
| #1 | -14.60% Aug 4, 2020 - Nov 25, 2025 | -33.87% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -5.97% Dec 16, 2008 - May 5, 2010 | -26.14% Dec 27, 2021 - Dec 27, 2023 |
| #3 | -5.25% Mar 17, 2008 - Sep 15, 2008 | -19.62% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -4.92% Nov 4, 2010 - Jun 8, 2011 | -19.32% Jan 23, 2025 - Jun 26, 2025 |
| #5 | -4.49% Jul 5, 2016 - Mar 15, 2019 | -9.68% Sep 2, 2020 - Nov 11, 2020 |
| #6 | -4.16% May 2, 2013 - Oct 8, 2014 | -9.52% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -2.89% Oct 7, 2008 - Nov 4, 2008 | -9.26% Jan 28, 2026 - Apr 15, 2026 |
| #8 | -2.49% Feb 27, 2026 - May 19, 2026 | -8.56% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -2.21% Sep 17, 2008 - Oct 6, 2008 | -6.71% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -2.16% Jan 30, 2015 - Aug 24, 2015 | -5.82% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -2.00% Jan 31, 2012 - May 4, 2012 | -5.45% Mar 28, 2024 - May 14, 2024 |
| #12 | -1.97% May 8, 2007 - Jul 24, 2007 | -5.38% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -1.96% Oct 14, 2015 - Jan 28, 2016 | -5.13% Oct 29, 2025 - Dec 10, 2025 |
| #14 | -1.95% Sep 4, 2019 - Jan 27, 2020 | -4.98% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -1.84% Mar 9, 2020 - Mar 23, 2020 | -4.57% Jun 2, 2026 - Jun 10, 2026 |
Correlation
Correlation between IEI and ESGU is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
IEI vs ESGU dividend yield comparison.
| Year | IEI | ESGU |
|---|---|---|
| 2026 | 1.85% | 0.43% |
| 2025 | 3.48% | 0.99% |
| 2024 | 3.18% | 1.18% |
| 2023 | 2.36% | 1.43% |
| 2022 | 1.37% | 1.58% |
| 2021 | 0.73% | 1.06% |
| 2020 | 1.12% | 1.27% |
| 2019 | 2.01% | 1.32% |
| 2018 | 1.95% | 1.73% |
| 2017 | 1.51% | 1.82% |
| 2016 | 1.33% | 0.00% |
| 2015 | 1.39% | 0.00% |
| 2014 | 1.23% | 0.00% |
| 2013 | 0.77% | 0.00% |
| 2012 | 0.87% | 0.00% |
| 2011 | 1.67% | 0.00% |
| 2010 | 2.13% | 0.00% |
| 2009 | 3.14% | 0.00% |
| 2008 | 2.80% | 0.00% |
| 2007 | 4.04% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks