SHLD vs ESGE
Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF).
SHLD vs ESGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHLD
$6.90B
ESGE
$6.90B
Expense Ratio
SHLD
0.50%
Winner
ESGE
0.25%
Max Drawdown
Winner
SHLD
25.40%
ESGE
43.02%
Sharpe Ratio
SHLD
0.28
Winner
ESGE
1.18
5Y Beta
Winner
SHLD
0.68
ESGE
0.89
P/E Ratio
SHLD
32.58
ESGE
N/A
Forward P/E
SHLD
24.81
ESGE
N/A
PEG Ratio
SHLD
0.95
ESGE
N/A
5Y Dividends CAGR
SHLD
N/A
ESGE
14.19%
5Y EPS CAGR
SHLD
5.04%
ESGE
N/A
Debt to Equity
SHLD
60.56%
ESGE
N/A
P/S Ratio
SHLD
2.35
ESGE
N/A
P/B Ratio
SHLD
4.71
ESGE
N/A
SHLD vs ESGE - Holdings Comparison
SHLD and ESGE have 1 common holdings. Overlap is -0.14%
SHLD's top 25 holdings weight is 90.64%. ESGE's top 25 holdings weight is 49.01%.
| Rank | SHLD | ESGE |
|---|---|---|
| #1 | RTX CORP (RTX) - 9.44% | n/a (n/a) - 15.51% |
| #2 | GENERAL DYNAMICS CORP (GD) - 9.24% | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.02% |
| #3 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 8.36% | SK HYNIX INC (n/a) - 5.94% |
| #4 | LOCKHEED MARTIN CORP (LMT) - 8.19% | TENCENT HOLDINGS LTD (n/a) - 2.80% |
| #5 | NORTHROP GRUMMAN CORP (NOC) - 7.95% | n/a (n/a) - 1.85% |
| #6 | BAE SYSTEMS PLC (n/a) - 4.62% | MEDIATEK INC (n/a) - 1.34% |
| #7 | L3HARRIS TECHNOLOGIES INC (LHX) - 4.31% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.11% |
| #8 | RHEINMETALL AG (n/a) - 3.87% | DELTA ELECTRONICS INC (n/a) - 1.10% |
| #9 | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 3.70% | CHUNGHWA TELECOM CO LTD (n/a) - 1.09% |
| #10 | THALES (n/a) - 3.67% | HDFC BANK LTD (n/a) - 0.89% |
| #11 | SAAB AB CLASS B (n/a) - 3.50% | n/a (n/a) - 0.89% |
| #12 | ELBIT SYSTEMS LTD (n/a) - 3.40% | LENOVO GROUP LTD (n/a) - 0.85% |
| #13 | HANWHA AEROSPACE CO LTD (n/a) - 3.14% | AL RAJHI BANK (n/a) - 0.82% |
| #14 | BWX TECHNOLOGIES INC (BWXT) - 2.51% | SK SQUARE (n/a) - 0.77% |
| #15 | LEIDOS HOLDINGS INC (LDOS) - 2.09% | n/a (n/a) - 0.76% |
| #16 | KONGSBERG GRUPPEN ASA (n/a) - 1.89% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.74% |
| #17 | MOOG INC CLASS A (MOG-A) - 1.80% | UNITED MICROELECTRONICS CORP (n/a) - 0.70% |
| #18 | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.68% | YUANTA FINANCIAL HOLDINGS CO LTD (n/a) - 0.65% |
| #19 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.43% | n/a (n/a) - 0.62% |
| #20 | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 1.07% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.62% |
| #21 | KOREA AEROSPACE INDUSTRIES LTD (n/a) - 1.01% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.61% |
| #22 | PLANET LABS PBC CLASS A (PL) - 1.01% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.61% |
| #23 | MERCURY SYSTEMS INC (MRCY) - 0.93% | KB FINANCIAL GROUP INC (n/a) - 0.58% |
| #24 | PARSONS CORP (PSN) - 0.93% | NEPI ROCKCASTLE NV (n/a) - 0.57% |
| #25 | AEROVIRONMENT INC (AVAV) - 0.90% | ICICI BANK LTD (n/a) - 0.57% |
| Total Holdings | 55 | 314 |
SHLD vs ESGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHLD
+4.53%
ESGE
-3.46%
3M
Winner
SHLD
+0.05%
ESGE
-2.46%
6M
SHLD
-6.68%
Winner
ESGE
+8.72%
1Y
SHLD
+7.25%
Winner
ESGE
+33.87%
5Y(CAGR)
SHLD
N/A
ESGE
+6.92%
10Y(CAGR)
SHLD
N/A
ESGE
+9.03%
Max(CAGR)
Winner
SHLD
+42.44%
ESGE
+8.99%
SHLD vs ESGE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SHLD | ESGE |
|---|---|---|
| 2026 | +2.36% | +15.66% |
| 2025 | +74.68% | +36.02% |
| 2024 | +35.09% | +8.19% |
| 2023 | +12.89% | +8.71% |
| 2022 | N/A | -22.85% |
| 2021 | N/A | -3.53% |
| 2020 | N/A | +16.63% |
| 2019 | N/A | +20.03% |
| 2018 | N/A | -16.97% |
| 2017 | N/A | +38.88% |
| 2016 | N/A | -0.73% |
SHLD vs ESGE Drawdown Comparison
The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The current SHLD drawdown is -12.85%. The current ESGE drawdown is -8.13%.
| Rank | SHLD | ESGE |
|---|---|---|
| #1 | -25.40% Mar 9, 2026 - Jun 25, 2026 | -41.04% Feb 17, 2021 - Sep 11, 2025 |
| #2 | -15.06% Oct 8, 2025 - Jan 8, 2026 | -36.60% Jan 26, 2018 - Nov 5, 2020 |
| #3 | -10.92% Nov 11, 2024 - Feb 18, 2025 | -13.90% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -10.53% Mar 18, 2025 - Apr 11, 2025 | -13.64% Jun 22, 2026 - Jul 29, 2026 |
| #5 | -8.91% Jan 16, 2026 - Mar 9, 2026 | -9.86% Sep 7, 2016 - Feb 10, 2017 |
| #6 | -5.42% Sep 18, 2023 - Oct 9, 2023 | -8.66% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -5.39% Aug 6, 2025 - Sep 10, 2025 | -5.49% Jan 21, 2021 - Feb 9, 2021 |
| #8 | -4.96% Apr 8, 2024 - May 9, 2024 | -5.46% May 8, 2026 - May 26, 2026 |
| #9 | -4.52% Aug 30, 2024 - Oct 1, 2024 | -4.97% Nov 22, 2017 - Dec 29, 2017 |
| #10 | -4.49% Oct 18, 2024 - Nov 6, 2024 | -4.75% Oct 29, 2025 - Jan 2, 2026 |
| #11 | -4.17% May 31, 2024 - Jul 15, 2024 | -4.72% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -3.79% Feb 18, 2025 - Mar 3, 2025 | -3.63% Jan 28, 2026 - Feb 10, 2026 |
| #13 | -3.62% May 8, 2025 - May 16, 2025 | -2.99% May 16, 2017 - May 26, 2017 |
| #14 | -3.55% Jul 31, 2024 - Aug 9, 2024 | -2.97% Sep 19, 2017 - Oct 5, 2017 |
| #15 | -3.15% Oct 16, 2023 - Nov 2, 2023 | -2.91% Aug 8, 2017 - Aug 22, 2017 |
Correlation
Correlation between SHLD and ESGE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2016 - 2026)
SHLD vs ESGE dividend yield comparison.
| Year | SHLD | ESGE |
|---|---|---|
| 2026 | 0.28% | 0.77% |
| 2025 | 0.55% | 2.50% |
| 2024 | 0.53% | 2.41% |
| 2023 | 0.26% | 2.65% |
| 2022 | 0.00% | 2.68% |
| 2021 | 0.00% | 2.66% |
| 2020 | 0.00% | 1.31% |
| 2019 | 0.00% | 2.59% |
| 2018 | 0.00% | 2.19% |
| 2017 | 0.00% | 1.86% |
| 2016 | 0.00% | 0.27% |
Select Stocks to Compare
Popular: SHLD vs SPYESGE vs SPY
More Comparisons
Compare with similar stocks