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IWY vs ESGU

Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF).

5-Year PerformanceIWY has outperformed ESGU, delivering a return of +14.1% compared to +11.9%

IWY vs ESGU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWY
$18B
ESGU
$18B
Expense Ratio
IWY
0.20%
Winner
ESGU
0.15%
Max Drawdown
Winner
IWY
33.06%
ESGU
33.87%
Sharpe Ratio
IWY
0.99
Winner
ESGU
1.51
5Y Beta
IWY
1.20
Winner
ESGU
0.99
P/E Ratio
IWY
34.70
Winner
ESGU
29.78
Forward P/E
IWY
26.54
Winner
ESGU
21.91
PEG Ratio
IWY
0.59
Winner
ESGU
0.55
5Y Dividends CAGR
IWY
2.72%
Winner
ESGU
6.58%
5Y EPS CAGR
Winner
IWY
35.27%
ESGU
28.43%
Debt to Equity
IWY
42.80%
Winner
ESGU
30.35%
P/S Ratio
IWY
7.17
Winner
ESGU
3.32
P/B Ratio
IWY
13.03
Winner
ESGU
5.97

IWY vs ESGU - Holdings Comparison

IWY and ESGU have 62 common holdings. Overlap is 45.74%

IWY's top 25 holdings weight is 83.33%. ESGU's top 25 holdings weight is 47.61%.

RankIWYESGU
#1
NVIDIA CORP (NVDA) - 15.08%
NVIDIA CORP (NVDA) - 7.41%
#2
APPLE INC (AAPL) - 13.45%
APPLE INC (AAPL) - 6.68%
#3
MICROSOFT CORP (MSFT) - 9.51%
MICROSOFT CORP (MSFT) - 4.31%
#4
BROADCOM INC (AVGO) - 4.77%
ALPHABET INC CLASS C (GOOG) - 3.72%
#5
AMAZON.COM INC (AMZN) - 4.53%
AMAZON.COM INC (AMZN) - 3.61%
#6
ALPHABET INC CLASS A (GOOGL) - 4.29%
BROADCOM INC (AVGO) - 2.63%
#7
ALPHABET INC CLASS C (GOOG) - 3.48%
ALPHABET INC CLASS A (GOOGL) - 2.26%
#8
TESLA INC (TSLA) - 3.34%
META PLATFORMS INC CLASS A (META) - 1.90%
#9
ELI LILLY AND CO (LLY) - 3.11%
MICRON TECHNOLOGY INC (MU) - 1.75%
#10
META PLATFORMS INC CLASS A (META) - 3.02%
TESLA INC (TSLA) - 1.75%
#11
VISA INC CLASS A (V) - 1.97%
ELI LILLY AND CO (LLY) - 1.38%
#12
ADVANCED MICRO DEVICES INC (AMD) - 1.69%
JPMORGAN CHASE & CO (JPM) - 1.35%
#13
COSTCO WHOLESALE CORP (COST) - 1.59%
ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#14
LAM RESEARCH CORP (LRCX) - 1.49%
VISA INC CLASS A (V) - 1.05%
#15
ABBVIE INC (ABBV) - 1.45%
APPLIED MATERIALS INC (AMAT) - 0.87%
#16
MASTERCARD INC CLASS A (MA) - 1.43%
LAM RESEARCH CORP (LRCX) - 0.86%
#17
ORACLE CORP (ORCL) - 1.31%
INTEL CORP (INTC) - 0.81%
#18
NETFLIX INC (NFLX) - 1.28%
CISCO SYSTEMS INC (CSCO) - 0.80%
#19
GE AEROSPACE (GE) - 1.23%
CATERPILLAR INC (CAT) - 0.74%
#20
n/a (PLTR) - 1.09%
JOHNSON & JOHNSON (JNJ) - 0.74%
#21
KLA CORP (KLAC) - 1.02%
TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.35%
#22
GE VERNOVA INC (GEV) - 0.92%
CRH PLC (CRH) - 0.34%
#23
THE HOME DEPOT INC (HD) - 0.86%
EXELON CORP (EXC) - 0.34%
#24
PALO ALTO NETWORKS INC (PANW) - 0.78%
QUALCOMM INC (QCOM) - 0.33%
#25
AMPHENOL CORP CLASS A (APH) - 0.64%
ANALOG DEVICES INC (ADI) - 0.33%
Total Holdings113239

IWY vs ESGU - Historical Returns

Returns include dividend reinvestment.

1M
IWY
-4.55%
Winner
ESGU
-1.09%
3M
IWY
+11.82%
Winner
ESGU
+13.33%
6M
IWY
-0.22%
Winner
ESGU
+6.95%
1Y
IWY
+16.91%
Winner
ESGU
+22.19%
5Y(CAGR)
Winner
IWY
+14.12%
ESGU
+11.90%
10Y(CAGR)
Winner
IWY
+19.32%
ESGU
+15.05%
Max(CAGR)
Winner
IWY
+16.88%
ESGU
+15.05%

IWY vs ESGU - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIWYESGU
2026+1.61%+8.16%
2025+18.71%+17.06%
2024+36.91%+25.17%
2023+47.75%+26.27%
2022-30.61%-20.66%
2021+33.02%+28.59%
2020+37.12%+21.43%
2019+36.35%+32.20%
2018-1.70%-4.52%
2017+30.69%+21.07%
2016+8.88%+1.79%
2015+8.06%N/A
2014+14.33%N/A
2013+28.99%N/A
2012+13.15%N/A
2011+3.69%N/A
2010+11.40%N/A
2009+8.92%N/A

IWY vs ESGU Drawdown Comparison

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The current IWY drawdown is -7.33%. The current ESGU drawdown is -3.25%.

RankIWYESGU
#1-32.68%
Dec 27, 2021 - Dec 13, 2023		-33.87%
Feb 19, 2020 - Aug 4, 2020
#2-30.76%
Feb 19, 2020 - Jun 8, 2020		-26.14%
Dec 27, 2021 - Dec 27, 2023
#3-23.21%
Dec 16, 2024 - Jun 27, 2025		-19.62%
Sep 20, 2018 - Apr 12, 2019
#4-22.15%
Oct 1, 2018 - Apr 23, 2019		-19.32%
Jan 23, 2025 - Jun 26, 2025
#5-16.63%
Oct 29, 2025 - May 8, 2026		-9.68%
Sep 2, 2020 - Nov 11, 2020
#6-15.77%
Jul 22, 2011 - Jan 25, 2012		-9.52%
Jan 26, 2018 - Jul 25, 2018
#7-15.46%
Apr 23, 2010 - Oct 18, 2010		-9.26%
Jan 28, 2026 - Apr 15, 2026
#8-13.86%
Jul 10, 2024 - Oct 29, 2024		-8.56%
Jul 16, 2024 - Sep 19, 2024
#9-12.42%
Jul 20, 2015 - Nov 2, 2015		-6.71%
Apr 30, 2019 - Jun 20, 2019
#10-12.27%
Dec 1, 2015 - Apr 18, 2016		-5.82%
Jul 26, 2019 - Oct 25, 2019
#11-11.88%
Sep 2, 2020 - Dec 17, 2020		-5.45%
Mar 28, 2024 - May 14, 2024
#12-9.96%
Jan 26, 2018 - Jun 6, 2018		-5.38%
Sep 2, 2021 - Oct 20, 2021
#13-9.27%
Apr 2, 2012 - Aug 16, 2012		-5.13%
Oct 29, 2025 - Dec 10, 2025
#14-8.77%
Feb 12, 2021 - Apr 7, 2021		-4.98%
Feb 12, 2021 - Mar 15, 2021
#15-8.34%
Sep 19, 2012 - Jan 23, 2013		-4.57%
Jun 2, 2026 - Jun 10, 2026

Correlation

Correlation between IWY and ESGU is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2009 - 2026)

IWY vs ESGU dividend yield comparison.

YearIWYESGU
20260.17%0.44%
20250.36%0.99%
20240.42%1.18%
20230.68%1.43%
20220.88%1.58%
20210.50%1.06%
20200.71%1.27%
20191.06%1.32%
20181.32%1.73%
20171.26%1.82%
20161.51%0.00%
20151.58%0.00%
20141.44%0.00%
20131.56%0.00%
20121.80%0.00%
20111.58%0.00%
20101.27%0.00%
20090.40%0.00%

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Compare ESGU with:

SPEM
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$18B
STATE STREET(R) SPDR(R) PORTFOLIO EMERGING MARKETS ETF
VTWO
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$18B
VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES
SPMD
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Net Assets
$18B
STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF