LDRT vs ESG

Comparison between ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF (LDRT, ETF) and FLEXSHARES STOXX US ESG SELECT INDEX FUND (ESG, ETF).

LDRT vs ESG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRT(ETF)	ESG(ETF)
Net Assets	$132M	$132M
Expense Ratio	0.07%	0.32%
Max Drawdown	2.70%	32.89%
Sharpe Ratio	-0.24	1.33
5Y Beta	-0.01	0.89
P/E Ratio	N/A	27.07
Forward P/E	N/A	18.48
5Y Dividends CAGR	N/A	5.74%
5Y EPS CAGR	N/A	23.59%
Debt to Equity	N/A	40.15%
P/S Ratio	N/A	3.17
P/B Ratio	N/A	5.00

Net Assets

LDRT

$132M

Winner

ESG

$132M

Expense Ratio

Winner

LDRT

0.07%

ESG

0.32%

Max Drawdown

Winner

LDRT

2.70%

ESG

32.89%

Sharpe Ratio

LDRT

-0.24

Winner

ESG

1.33

5Y Beta

Winner

LDRT

-0.01

ESG

0.89

P/E Ratio

LDRT

N/A

ESG

27.07

Forward P/E

LDRT

N/A

ESG

18.48

5Y Dividends CAGR

LDRT

N/A

ESG

5.74%

5Y EPS CAGR

LDRT

N/A

ESG

23.59%

Debt to Equity

LDRT

N/A

ESG

40.15%

P/S Ratio

LDRT

N/A

ESG

3.17

P/B Ratio

LDRT

N/A

ESG

5.00

LDRT vs ESG - Historical Returns

Returns include dividend reinvestment.

Period	LDRT	ESG
1 month	-0.29%	+0.56%
3 months	-0.42%	+6.85%
6 months	+0.35%	+9.81%
1 year	+2.94%	+18.28%
5 years(CAGR)	N/A	+11.40%
10 years(CAGR)	N/A	+14.76%
Max(CAGR)	+3.74%	+14.79%

LDRT

-0.29%

Winner

ESG

+0.56%

LDRT

-0.42%

Winner

ESG

+6.85%

LDRT

+0.35%

Winner

ESG

+9.81%

LDRT

+2.94%

Winner

ESG

+18.28%

5Y(CAGR)

LDRT

N/A

ESG

+11.40%

10Y(CAGR)

LDRT

N/A

ESG

+14.76%

Max(CAGR)

LDRT

+3.74%

Winner

ESG

+14.79%

LDRT vs ESG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	LDRT	ESG
2026	+0.31%	+10.77%
2025	+5.49%	+16.48%
2024	+0.44%	+20.72%
2023	N/A	+28.05%
2022	N/A	-20.63%
2021	N/A	+30.12%
2020	N/A	+19.77%
2019	N/A	+30.99%
2018	N/A	-5.15%
2017	N/A	+22.77%
2016	N/A	+5.71%

LDRT vs ESG Drawdown Comparison

The maximum drawdown for LDRT was -1.11%, occurring on Mar 26, 2026. Recovery took 88 trading sessions.

The maximum drawdown for ESG was -32.52%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current LDRT drawdown is -0.88%. The current ESG drawdown is -1.71%.

Rank	LDRT	ESG
#1	-1.11% Feb 27, 2026 - Jul 7, 2026	-32.52% Feb 19, 2020 - Aug 6, 2020
#2	-0.88% Jul 7, 2026 - Jul 23, 2026	-26.04% Jan 3, 2022 - Dec 13, 2023
#3	-0.81% Nov 24, 2025 - Feb 12, 2026	-18.70% Oct 3, 2018 - Apr 12, 2019
#4	-0.80% Sep 19, 2025 - Oct 28, 2025	-18.32% Feb 19, 2025 - Jun 26, 2025
#5	-0.78% Apr 30, 2025 - Jun 23, 2025	-13.41% Jul 10, 2017 - Jan 12, 2018
#6	-0.78% Mar 10, 2025 - Apr 1, 2025	-10.27% Jan 29, 2018 - Aug 6, 2018
#7	-0.75% Apr 4, 2025 - Apr 28, 2025	-10.24% Sep 2, 2020 - Nov 16, 2020
#8	-0.64% Jun 27, 2025 - Jul 22, 2025	-8.67% Feb 9, 2026 - Apr 17, 2026
#9	-0.64% Feb 10, 2025 - Feb 24, 2025	-8.51% Jul 16, 2024 - Sep 19, 2024
#10	-0.60% Dec 6, 2024 - Jan 21, 2025	-7.02% May 3, 2019 - Jun 20, 2019
#11	-0.55% Sep 3, 2025 - Sep 9, 2025	-6.57% Jul 26, 2019 - Oct 28, 2019
#12	-0.55% Sep 9, 2025 - Sep 19, 2025	-5.44% Mar 28, 2024 - May 15, 2024
#13	-0.45% Oct 28, 2025 - Nov 13, 2025	-5.36% Sep 3, 2021 - Oct 20, 2021
#14	-0.33% Jan 21, 2025 - Jan 28, 2025	-4.72% Oct 28, 2025 - Dec 11, 2025
#15	-0.30% Jul 22, 2025 - Aug 1, 2025	-4.52% Dec 6, 2024 - Jan 27, 2025

Correlation

Correlation between LDRT and ESG is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2016 - 2026)

LDRT vs ESG dividend yield comparison.

Year	LDRT	ESG
2026	2.17%	0.39%
2025	3.86%	0.96%
2024	0.69%	1.18%
2023	0.00%	1.10%
2022	0.00%	1.38%
2021	0.00%	1.03%
2020	0.00%	1.33%
2019	0.00%	1.51%
2018	0.00%	1.72%
2017	0.00%	1.52%
2016	0.00%	0.92%