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SPMD vs ESGU

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD, ETF) and ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF).

5-Year PerformanceESGU has outperformed SPMD, delivering a return of +12.2% compared to +9.1%

SPMD vs ESGU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPMD
$18B
ESGU
$18B
Expense Ratio
Winner
SPMD
0.03%
ESGU
0.15%
Max Drawdown
SPMD
60.53%
Winner
ESGU
33.87%
Sharpe Ratio
SPMD
1.29
Winner
ESGU
1.41
5Y Beta
Winner
SPMD
0.98
ESGU
0.99
P/E Ratio
Winner
SPMD
24.88
ESGU
27.43
Forward P/E
Winner
SPMD
16.99
ESGU
20.56
PEG Ratio
SPMD
N/A
ESGU
1.12
5Y Dividends CAGR
Winner
SPMD
8.64%
ESGU
6.58%
5Y EPS CAGR
SPMD
12.95%
Winner
ESGU
29.21%
Debt to Equity
Winner
SPMD
43.73%
ESGU
81.32%
P/S Ratio
Winner
SPMD
1.66
ESGU
3.39
P/B Ratio
Winner
SPMD
2.84
ESGU
5.99

SPMD vs ESGU - Holdings Comparison

SPMD and ESGU have 6 common holdings. Overlap is 0.59%

SPMD's top 25 holdings weight is 16.27%. ESGU's top 25 holdings weight is 47.95%.

RankSPMDESGU
#1
TWILIO INC CLASS A (TWLO) - 0.83%
NVIDIA CORP (NVDA) - 7.40%
#2
TECHNIPFMC PLC (FTI) - 0.83%
APPLE INC (AAPL) - 7.31%
#3
CARPENTER TECHNOLOGY CORP (CRS) - 0.82%
MICROSOFT CORP (MSFT) - 4.35%
#4
ILLUMINA INC (ILMN) - 0.81%
AMAZON.COM INC (AMZN) - 3.62%
#5
CURTISS-WRIGHT CORP (CW) - 0.75%
ALPHABET INC CLASS C (GOOG) - 3.46%
#6
ATI INC (ATI) - 0.75%
BROADCOM INC (AVGO) - 2.70%
#7
NVENT ELECTRIC PLC (NVT) - 0.73%
ALPHABET INC CLASS A (GOOGL) - 2.10%
#8
XPO INC (XPO) - 0.70%
META PLATFORMS INC CLASS A (META) - 2.04%
#9
WOODWARD INC (WWD) - 0.68%
MICRON TECHNOLOGY INC (MU) - 1.66%
#10
EVERPURE INC CLASS A (P) - 0.66%
TESLA INC (TSLA) - 1.63%
#11
OKTA INC CLASS A (OKTA) - 0.66%
ELI LILLY AND CO (LLY) - 1.44%
#12
MKS INC (MKSI) - 0.65%
JPMORGAN CHASE & CO (JPM) - 1.40%
#13
UNITED THERAPEUTICS CORP (UTHR) - 0.64%
ADVANCED MICRO DEVICES INC (AMD) - 1.40%
#14
BURLINGTON STORES INC (BURL) - 0.62%
VISA INC CLASS A (V) - 1.12%
#15
MASTEC INC (MTZ) - 0.61%
APPLIED MATERIALS INC (AMAT) - 0.87%
#16
ENTEGRIS INC (ENTG) - 0.60%
JOHNSON & JOHNSON (JNJ) - 0.79%
#17
STERLING INFRASTRUCTURE INC (STRL) - 0.60%
ABBVIE INC (ABBV) - 0.78%
#18
US FOODS HOLDING CORP (USFD) - 0.58%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.76%
#19
RB GLOBAL INC (RBA) - 0.58%
CISCO SYSTEMS INC (CSCO) - 0.75%
#20
RELIANCE INC (RS) - 0.55%
LAM RESEARCH CORP (LRCX) - 0.75%
#21
FABRINET (FN) - 0.53%
WILLIAMS COMPANIES INC (WMB) - 0.33%
#22
ROKU INC CLASS A (ROKU) - 0.53%
PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.33%
#23
RBC BEARINGS INC (RBC) - 0.52%
GILEAD SCIENCES INC (GILD) - 0.33%
#24
TD SYNNEX CORP (SNX) - 0.52%
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.32%
#25
LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52%
STRYKER CORP (SYK) - 0.31%
Total Holdings403240

SPMD vs ESGU - Historical Returns

Returns include dividend reinvestment.

1M
SPMD
+3.12%
Winner
ESGU
+3.32%
3M
SPMD
+5.88%
Winner
ESGU
+6.66%
6M
SPMD
+9.01%
Winner
ESGU
+13.43%
1Y
Winner
SPMD
+26.03%
ESGU
+23.81%
5Y(CAGR)
SPMD
+9.05%
Winner
ESGU
+12.22%
10Y(CAGR)
SPMD
+11.38%
Winner
ESGU
+15.49%
Max(CAGR)
SPMD
+9.97%
Winner
ESGU
+15.49%

SPMD vs ESGU - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSPMDESGU
2026+16.87%+14.17%
2025+7.70%+17.06%
2024+14.26%+25.17%
2023+16.97%+26.27%
2022-13.41%-20.66%
2021+26.68%+28.59%
2020+13.36%+21.43%
2019+25.15%+32.20%
2018-11.76%-4.52%
2017+14.82%+21.07%
2016+20.57%+1.79%
2015-2.73%N/A
2014+9.38%N/A
2013+35.41%N/A
2012+15.80%N/A
2011-2.07%N/A
2010+23.61%N/A
2009+43.74%N/A
2008-37.86%N/A
2007+4.98%N/A
2006+11.73%N/A
2005+3.21%N/A

SPMD vs ESGU Drawdown Comparison

The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.

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

RankSPMDESGU
#1-57.65%
Jul 17, 2007 - Dec 17, 2010		-33.87%
Feb 19, 2020 - Aug 4, 2020
#2-41.85%
Feb 20, 2020 - Nov 9, 2020		-26.14%
Dec 27, 2021 - Dec 27, 2023
#3-27.47%
Apr 29, 2011 - Mar 15, 2012		-19.62%
Sep 20, 2018 - Apr 12, 2019
#4-24.96%
Jun 22, 2015 - Nov 14, 2016		-19.32%
Jan 23, 2025 - Jun 26, 2025
#5-24.31%
Aug 29, 2018 - Dec 19, 2019		-9.68%
Sep 2, 2020 - Nov 11, 2020
#6-24.09%
Nov 25, 2024 - Dec 10, 2025		-9.52%
Jan 26, 2018 - Jul 25, 2018
#7-23.70%
Nov 16, 2021 - Feb 9, 2024		-9.26%
Jan 28, 2026 - Apr 15, 2026
#8-12.22%
Mar 19, 2012 - Sep 13, 2012		-8.56%
Jul 16, 2024 - Sep 19, 2024
#9-11.85%
May 8, 2006 - Nov 15, 2006		-6.71%
Apr 30, 2019 - Jun 20, 2019
#10-11.64%
Jul 2, 2014 - Nov 25, 2014		-5.82%
Jul 26, 2019 - Oct 25, 2019
#11-9.37%
Jan 26, 2018 - May 21, 2018		-5.45%
Mar 28, 2024 - May 14, 2024
#12-8.86%
Feb 20, 2026 - Apr 17, 2026		-5.38%
Sep 2, 2021 - Oct 20, 2021
#13-7.83%
Jul 16, 2024 - Sep 19, 2024		-5.13%
Oct 29, 2025 - Dec 10, 2025
#14-7.14%
Sep 14, 2012 - Dec 18, 2012		-4.98%
Feb 12, 2021 - Mar 15, 2021
#15-7.12%
Mar 28, 2024 - May 15, 2024		-4.57%
Jun 2, 2026 - Aug 3, 2026

Correlation

Correlation between SPMD and ESGU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2005 - 2026)

SPMD vs ESGU dividend yield comparison.

YearSPMDESGU
20260.58%0.42%
20251.39%0.99%
20241.42%1.18%
20231.47%1.43%
20221.64%1.58%
20211.24%1.06%
20201.30%1.27%
20191.57%1.32%
20181.85%1.73%
20171.97%1.82%
20162.13%0.00%
20155.33%0.00%
20145.71%0.00%
201310.67%0.00%
20122.48%0.00%
20111.34%0.00%
20101.13%0.00%
20091.31%0.00%
20082.34%0.00%
20076.04%0.00%
20062.73%0.00%
20050.18%0.00%

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