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 +15.8% compared to +12.2%

IWY vs ESGU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWY(ETF)	ESGU(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.20%	0.15%
Max Drawdown	33.06%	33.87%
Sharpe Ratio	1.67	1.98
5Y Beta	1.20	0.99
P/E Ratio	35.40	29.33
Forward P/E	27.49	21.93
PEG Ratio	0.61	0.44
5Y Dividends CAGR	4.97%	11.07%
5Y EPS CAGR	35.86%	28.79%
Debt to Equity	18.87%	20.24%
P/S Ratio	7.55	3.32
P/B Ratio	13.87	5.64

Net Assets

IWY

$15B

Winner

ESGU

$15B

Expense Ratio

IWY

0.20%

Winner

ESGU

0.15%

Max Drawdown

Winner

IWY

33.06%

ESGU

33.87%

Sharpe Ratio

IWY

1.67

Winner

ESGU

1.98

5Y Beta

IWY

1.20

Winner

ESGU

0.99

P/E Ratio

IWY

35.40

Winner

ESGU

29.33

Forward P/E

IWY

27.49

Winner

ESGU

21.93

PEG Ratio

IWY

0.61

Winner

ESGU

0.44

5Y Dividends CAGR

IWY

4.97%

Winner

ESGU

11.07%

5Y EPS CAGR

Winner

IWY

35.86%

ESGU

28.79%

Debt to Equity

Winner

IWY

18.87%

ESGU

20.24%

P/S Ratio

IWY

7.55

Winner

ESGU

3.32

P/B Ratio

IWY

13.87

Winner

ESGU

5.64

IWY vs ESGU - Holdings Comparison

IWY and ESGU have 65 common holdings. Overlap is 46.95%

IWY's top 25 holdings weight is 83.52%. ESGU's top 25 holdings weight is 47.23%.

Rank	IWY	ESGU
#1	NVIDIA CORP (NVDA) - 15.94%	NVIDIA CORP (NVDA) - 8.46%
#2	APPLE INC (AAPL) - 12.49%	APPLE INC (AAPL) - 6.21%
#3	MICROSOFT CORP (MSFT) - 10.25%	MICROSOFT CORP (MSFT) - 4.73%
#4	BROADCOM INC (AVGO) - 4.97%	ALPHABET INC CLASS C (GOOG) - 4.63%
#5	AMAZON.COM INC (AMZN) - 4.96%	AMAZON.COM INC (AMZN) - 3.90%
#6	ALPHABET INC CLASS A (GOOGL) - 4.27%	BROADCOM INC (AVGO) - 3.05%
#7	META PLATFORMS INC CLASS A (META) - 3.58%	META PLATFORMS INC CLASS A (META) - 2.21%
#8	ALPHABET INC CLASS C (GOOG) - 3.45%	TESLA INC (TSLA) - 1.70%
#9	TESLA INC (TSLA) - 3.18%	ALPHABET INC CLASS A (GOOGL) - 1.30%
#10	ELI LILLY AND CO (LLY) - 2.44%	JPMORGAN CHASE & CO (JPM) - 1.29%
#11	VISA INC CLASS A (V) - 1.97%	ELI LILLY AND CO (LLY) - 1.11%
#12	COSTCO WHOLESALE CORP (COST) - 1.67%	VISA INC CLASS A (V) - 0.96%
#13	MASTERCARD INC CLASS A (MA) - 1.55%	MICRON TECHNOLOGY INC (MU) - 0.95%
#14	NETFLIX INC (NFLX) - 1.48%	ADVANCED MICRO DEVICES INC (AMD) - 0.92%
#15	ABBVIE INC (ABBV) - 1.33%	EXXON MOBIL CORP (XOM) - 0.75%
#16	LAM RESEARCH CORP (LRCX) - 1.20%	CATERPILLAR INC (CAT) - 0.70%
#17	n/a (PLTR) - 1.17%	APPLIED MATERIALS INC (AMAT) - 0.69%
#18	ADVANCED MICRO DEVICES INC (AMD) - 1.15%	MASTERCARD INC CLASS A (MA) - 0.68%
#19	GE AEROSPACE (GE) - 1.14%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.67%
#20	GE VERNOVA INC (GEV) - 1.11%	COSTCO WHOLESALE CORP (COST) - 0.67%
#21	ORACLE CORP (ORCL) - 1.06%	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.34%
#22	THE HOME DEPOT INC (HD) - 0.95%	ECOLAB INC (ECL) - 0.33%
#23	KLA CORP (KLAC) - 0.90%	KINDER MORGAN INC CLASS P (KMI) - 0.33%
#24	AMPHENOL CORP CLASS A (APH) - 0.66%	CITIGROUP INC (C) - 0.33%
#25	ARISTA NETWORKS INC (ANET) - 0.65%	ARISTA NETWORKS INC (ANET) - 0.32%
Total Holdings	113	250

IWY vs ESGU - Historical Returns

Returns include dividend reinvestment.

Period	IWY	ESGU
1 month	+12.10%	+9.09%
3 months	+7.78%	+6.58%
6 months	+5.31%	+9.72%
1 year	+33.24%	+31.44%
5 years(CAGR)	+15.83%	+12.16%
10 years(CAGR)	+19.51%	+15.23%
Max(CAGR)	+17.27%	+15.23%

Winner

IWY

+12.10%

ESGU

+9.09%

Winner

IWY

+7.78%

ESGU

+6.58%

IWY

+5.31%

Winner

ESGU

+9.72%

Winner

IWY

+33.24%

ESGU

+31.44%

5Y(CAGR)

Winner

IWY

+15.83%

ESGU

+12.16%

10Y(CAGR)

Winner

IWY

+19.51%

ESGU

+15.23%

Max(CAGR)

Winner

IWY

+17.27%

ESGU

+15.23%

IWY vs ESGU - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IWY	ESGU
2026	+5.16%	+7.82%
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.

Rank	IWY	ESGU
#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	-4.54% Nov 16, 2021 - Dec 27, 2021

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.

Year	IWY	ESGU
2026	0.07%	0.23%
2025	0.36%	0.99%
2024	0.42%	1.18%
2023	0.68%	1.43%
2022	0.88%	1.58%
2021	0.50%	1.06%
2020	0.71%	1.27%
2019	1.06%	1.32%
2018	1.32%	1.73%
2017	1.26%	1.82%
2016	1.51%	0.00%
2015	1.58%	0.00%
2014	1.44%	0.00%
2013	1.56%	0.00%
2012	1.80%	0.00%
2011	1.58%	0.00%
2010	1.27%	0.00%
2009	0.40%	0.00%