INDA vs ESGE

Comparison between ISHARES MSCI INDIA ETF (INDA, ETF) and ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF).

5-Year PerformanceESGE has outperformed INDA, delivering a return of +7.6% compared to +4.3%

INDA vs ESGE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INDA(ETF)	ESGE(ETF)
Net Assets	$6.60B	$6.60B
Expense Ratio	0.61%	0.25%
Max Drawdown	46.14%	43.02%
Sharpe Ratio	-1.03	1.99
5Y Beta	0.46	0.80
5Y Dividends CAGR	-8.35%	6.30%

Net Assets

INDA

$6.60B

ESGE

$6.60B

Expense Ratio

INDA

0.61%

Winner

ESGE

0.25%

Max Drawdown

INDA

46.14%

Winner

ESGE

43.02%

Sharpe Ratio

INDA

-1.03

Winner

ESGE

1.99

5Y Beta

Winner

INDA

0.46

ESGE

0.80

5Y Dividends CAGR

INDA

-8.35%

Winner

ESGE

6.30%

INDA vs ESGE - Historical Returns

Returns include dividend reinvestment.

Period	INDA	ESGE
1 month	-2.78%	+9.73%
3 months	-9.28%	+8.72%
6 months	-11.48%	+22.43%
1 year	-11.16%	+48.91%
5 years(CAGR)	+4.26%	+7.57%
10 years(CAGR)	+7.34%	+9.43%
Max(CAGR)	+5.25%	+9.43%

INDA

-2.78%

Winner

ESGE

+9.73%

INDA

-9.28%

Winner

ESGE

+8.72%

INDA

-11.48%

Winner

ESGE

+22.43%

INDA

-11.16%

Winner

ESGE

+48.91%

5Y(CAGR)

INDA

+4.26%

Winner

ESGE

+7.57%

10Y(CAGR)

INDA

+7.34%

Winner

ESGE

+9.43%

Max(CAGR)

INDA

+5.25%

Winner

ESGE

+9.43%

INDA vs ESGE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	INDA	ESGE
2026	-12.06%	+17.94%
2025	+1.22%	+36.02%
2024	+8.95%	+8.19%
2023	+16.71%	+8.71%
2022	-10.39%	-22.85%
2021	+21.22%	-3.53%
2020	+13.44%	+16.63%
2019	+7.78%	+20.03%
2018	-6.87%	-16.97%
2017	+35.47%	+38.88%
2016	+0.48%	-0.73%
2015	-8.46%	N/A
2014	+27.77%	N/A
2013	-6.75%	N/A
2012	-1.36%	N/A

INDA vs ESGE Drawdown Comparison

The maximum drawdown for INDA was -45.08%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

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

The current INDA drawdown is -18.36%. The current ESGE drawdown is -1.43%.

Rank	INDA	ESGE
#1	-45.08% Jan 23, 2018 - Dec 1, 2020	-41.04% Feb 17, 2021 - Sep 11, 2025
#2	-29.62% Feb 1, 2013 - May 12, 2014	-36.60% Jan 26, 2018 - Nov 5, 2020
#3	-28.72% Mar 3, 2015 - Jun 2, 2017	-13.90% Feb 25, 2026 - Apr 17, 2026
#4	-26.46% Feb 21, 2012 - Jan 18, 2013	-9.86% Sep 7, 2016 - Feb 10, 2017
#5	-22.72% Sep 26, 2024 - Mar 30, 2026	-5.49% Jan 21, 2021 - Feb 9, 2021
#6	-21.57% Jan 12, 2022 - Dec 18, 2023	-4.97% Nov 22, 2017 - Dec 29, 2017
#7	-11.64% Nov 21, 2014 - Jan 20, 2015	-4.75% Oct 29, 2025 - Jan 2, 2026
#8	-9.73% Mar 11, 2021 - May 26, 2021	-4.72% Oct 8, 2025 - Oct 20, 2025
#9	-8.56% Nov 12, 2021 - Jan 11, 2022	-3.63% Jan 28, 2026 - Feb 10, 2026
#10	-7.29% Aug 4, 2017 - Oct 27, 2017	-3.31% May 8, 2026 - May 12, 2026
#11	-7.23% Sep 5, 2014 - Nov 18, 2014	-2.99% May 16, 2017 - May 26, 2017
#12	-6.79% Jan 20, 2021 - Feb 3, 2021	-2.97% Sep 19, 2017 - Oct 5, 2017
#13	-6.09% Jun 3, 2024 - Jun 14, 2024	-2.91% Aug 8, 2017 - Aug 22, 2017
#14	-5.48% Nov 6, 2017 - Dec 20, 2017	-2.69% Nov 27, 2020 - Dec 3, 2020
#15	-4.92% Aug 12, 2014 - Sep 5, 2014	-2.68% Feb 23, 2017 - Mar 15, 2017

Correlation

Correlation between INDA and ESGE is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2012 - 2025)

INDA vs ESGE dividend yield comparison.

Year	INDA	ESGE
2025	0.00%	2.50%
2024	0.76%	2.41%
2023	0.16%	2.65%
2022	0.00%	2.68%
2021	6.44%	2.66%
2020	0.27%	1.31%
2019	0.99%	2.59%
2018	0.94%	2.19%
2017	1.09%	1.86%
2016	0.90%	0.27%
2015	1.19%	0.00%
2014	0.63%	0.00%
2013	0.61%	0.00%
2012	0.41%	0.00%