SPEM vs ESGU
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO EMERGING MARKETS ETF (SPEM, ETF) and ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF).
5-Year PerformanceESGU has outperformed SPEM, delivering a return of +12.6% compared to +6.1%
SPEM vs ESGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPEM
$18B
ESGU
$18B
Expense Ratio
Winner
SPEM
0.07%
ESGU
0.15%
Max Drawdown
SPEM
65.07%
Winner
ESGU
33.87%
Sharpe Ratio
SPEM
1.24
Winner
ESGU
1.51
5Y Beta
Winner
SPEM
0.72
ESGU
1.00
P/E Ratio
SPEM
N/A
ESGU
28.67
Forward P/E
SPEM
N/A
ESGU
21.84
PEG Ratio
SPEM
N/A
ESGU
0.52
5Y Dividends CAGR
SPEM
4.52%
Winner
ESGU
6.58%
5Y EPS CAGR
SPEM
N/A
ESGU
25.92%
Debt to Equity
SPEM
N/A
ESGU
38.22%
P/S Ratio
SPEM
N/A
ESGU
3.45
P/B Ratio
SPEM
N/A
ESGU
5.85
SPEM vs ESGU - Holdings Comparison
SPEM and ESGU have 1 common holdings. Overlap is 0.00%
SPEM's top 25 holdings weight is 31.81%. ESGU's top 25 holdings weight is 50.38%.
| Rank | SPEM | ESGU |
|---|---|---|
| #1 | n/a (n/a) - 11.97% | NVIDIA CORP (NVDA) - 7.92% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 3.43% | APPLE INC (AAPL) - 6.76% |
| #3 | n/a (n/a) - 2.49% | MICROSOFT CORP (MSFT) - 4.98% |
| #4 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.97% | AMAZON.COM INC (AMZN) - 3.78% |
| #5 | DELTA ELECTRONICS INC (n/a) - 0.94% | ALPHABET INC CLASS C (GOOG) - 3.69% |
| #6 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.93% | BROADCOM INC (AVGO) - 3.18% |
| #7 | HDFC BANK LTD (n/a) - 0.88% | ALPHABET INC CLASS A (GOOGL) - 2.25% |
| #8 | MEDIATEK INC (n/a) - 0.79% | META PLATFORMS INC CLASS A (META) - 1.88% |
| #9 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.77% | TESLA INC (TSLA) - 1.77% |
| #10 | ICICI BANK LTD ADR (IBN) - 0.70% | MICRON TECHNOLOGY INC (MU) - 1.75% |
| #11 | PDD HOLDINGS INC ADR (PDD) - 0.67% | ELI LILLY AND CO (LLY) - 1.31% |
| #12 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.66% | ADVANCED MICRO DEVICES INC (AMD) - 1.29% |
| #13 | n/a (n/a) - 0.66% | JPMORGAN CHASE & CO (JPM) - 1.19% |
| #14 | XIAOMI CORP CLASS B (n/a) - 0.60% | VISA INC CLASS A (V) - 1.00% |
| #15 | BHARTI AIRTEL LTD (n/a) - 0.57% | CISCO SYSTEMS INC (CSCO) - 0.80% |
| #16 | AL RAJHI BANK (n/a) - 0.53% | INTEL CORP (INTC) - 0.75% |
| #17 | n/a (n/a) - 0.52% | EXXON MOBIL CORP (XOM) - 0.74% |
| #18 | VALE SA ADR (VALE) - 0.50% | LAM RESEARCH CORP (LRCX) - 0.73% |
| #19 | n/a (n/a) - 0.48% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #20 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.47% | JOHNSON & JOHNSON (JNJ) - 0.69% |
| #21 | INFOSYS LTD ADR (INFY) - 0.47% | CATERPILLAR INC (CAT) - 0.67% |
| #22 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.46% | COSTCO WHOLESALE CORP (COST) - 0.66% |
| #23 | BANK OF CHINA LTD CLASS H (n/a) - 0.46% | ORACLE CORP (ORCL) - 0.65% |
| #24 | MEITUAN CLASS B (n/a) - 0.46% | ABBVIE INC (ABBV) - 0.64% |
| #25 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.43% | THE GOLDMAN SACHS GROUP INC (GS) - 0.60% |
| Total Holdings | 2547 | 279 |
SPEM vs ESGU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPEM
+4.58%
ESGU
+2.69%
3M
SPEM
+11.33%
Winner
ESGU
+13.96%
6M
Winner
SPEM
+15.57%
ESGU
+11.61%
1Y
Winner
SPEM
+28.93%
ESGU
+26.62%
5Y(CAGR)
SPEM
+6.12%
Winner
ESGU
+12.61%
10Y(CAGR)
SPEM
+9.76%
Winner
ESGU
+15.40%
Max(CAGR)
SPEM
+5.75%
Winner
ESGU
+15.40%
SPEM vs ESGU - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SPEM | ESGU |
|---|---|---|
| 2026 | +11.26% | +10.96% |
| 2025 | +26.06% | +17.06% |
| 2024 | +12.77% | +25.17% |
| 2023 | +9.34% | +26.27% |
| 2022 | -18.38% | -20.66% |
| 2021 | +0.94% | +28.59% |
| 2020 | +12.23% | +21.43% |
| 2019 | +19.24% | +32.20% |
| 2018 | -15.13% | -4.52% |
| 2017 | +33.44% | +21.07% |
| 2016 | +14.74% | +1.79% |
| 2015 | -14.68% | N/A |
| 2014 | +1.97% | N/A |
| 2013 | -3.47% | N/A |
| 2012 | +14.83% | N/A |
| 2011 | -19.79% | N/A |
| 2010 | +15.47% | N/A |
| 2009 | +65.42% | N/A |
| 2008 | -48.76% | N/A |
| 2007 | +36.13% | N/A |
SPEM vs ESGU Drawdown Comparison
The maximum drawdown for SPEM was -64.42%, occurring on Nov 20, 2008. Recovery took 1721 trading sessions.
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current SPEM drawdown is -0.41%. The current ESGU drawdown is -0.74%.
| Rank | SPEM | ESGU |
|---|---|---|
| #1 | -64.42% Oct 31, 2007 - Sep 3, 2014 | -33.87% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -36.05% Jan 26, 2018 - Nov 9, 2020 | -26.14% Dec 27, 2021 - Dec 27, 2023 |
| #3 | -34.89% Sep 5, 2014 - Jul 12, 2017 | -19.62% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -33.40% Feb 17, 2021 - Oct 7, 2024 | -19.32% Jan 23, 2025 - Jun 26, 2025 |
| #5 | -17.89% Jul 23, 2007 - Sep 19, 2007 | -9.68% Sep 2, 2020 - Nov 11, 2020 |
| #6 | -17.63% Oct 7, 2024 - Jun 9, 2025 | -9.52% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -11.36% Feb 25, 2026 - Apr 17, 2026 | -9.26% Jan 28, 2026 - Apr 15, 2026 |
| #8 | -5.47% Jun 2, 2026 - Jun 10, 2026 | -8.56% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -5.02% Jan 20, 2021 - Feb 5, 2021 | -6.71% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -4.86% Oct 29, 2025 - Jan 2, 2026 | -5.82% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -4.56% May 6, 2026 - Jun 2, 2026 | -5.45% Mar 28, 2024 - May 14, 2024 |
| #12 | -4.38% Oct 8, 2025 - Oct 20, 2025 | -5.38% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -4.30% Nov 22, 2017 - Dec 28, 2017 | -5.13% Oct 29, 2025 - Dec 10, 2025 |
| #14 | -4.11% Oct 18, 2007 - Oct 26, 2007 | -4.98% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -3.46% Sep 19, 2017 - Oct 13, 2017 | -4.57% Jun 2, 2026 - Jun 10, 2026 |
Correlation
Correlation between SPEM and ESGU is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
SPEM vs ESGU dividend yield comparison.
| Year | SPEM | ESGU |
|---|---|---|
| 2026 | 0.00% | 0.43% |
| 2025 | 2.77% | 0.99% |
| 2024 | 2.78% | 1.18% |
| 2023 | 2.80% | 1.43% |
| 2022 | 3.38% | 1.58% |
| 2021 | 3.14% | 1.06% |
| 2020 | 1.92% | 1.27% |
| 2019 | 2.94% | 1.32% |
| 2018 | 2.34% | 1.73% |
| 2017 | 1.12% | 1.82% |
| 2016 | 1.52% | 0.00% |
| 2015 | 2.40% | 0.00% |
| 2014 | 2.26% | 0.00% |
| 2013 | 1.91% | 0.00% |
| 2012 | 1.99% | 0.00% |
| 2011 | 3.64% | 0.00% |
| 2010 | 2.32% | 0.00% |
| 2009 | 0.71% | 0.00% |
| 2008 | 3.69% | 0.00% |
| 2007 | 1.82% | 0.00% |
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