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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 +12.6% compared to +8.6%

SPMD vs ESGU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPMD
$18B
Winner
ESGU
$18B
Expense Ratio
Winner
SPMD
0.03%
ESGU
0.15%
Max Drawdown
SPMD
60.53%
Winner
ESGU
33.87%
Sharpe Ratio
SPMD
1.31
Winner
ESGU
1.51
5Y Beta
Winner
SPMD
0.99
ESGU
1.00
P/E Ratio
Winner
SPMD
25.18
ESGU
28.67
Forward P/E
Winner
SPMD
16.62
ESGU
21.84
PEG Ratio
SPMD
N/A
ESGU
0.52
5Y Dividends CAGR
Winner
SPMD
8.69%
ESGU
6.58%
5Y EPS CAGR
SPMD
13.14%
Winner
ESGU
25.92%
Debt to Equity
SPMD
47.70%
Winner
ESGU
38.22%
P/S Ratio
Winner
SPMD
1.55
ESGU
3.45
P/B Ratio
Winner
SPMD
2.71
ESGU
5.85

SPMD vs ESGU - Holdings Comparison

SPMD and ESGU have 5 common holdings. Overlap is 0.42%

SPMD's top 25 holdings weight is 16.37%. ESGU's top 25 holdings weight is 50.38%.

RankSPMDESGU
#1
FLEX LTD (FLEX) - 1.48%
NVIDIA CORP (NVDA) - 7.92%
#2
TWILIO INC CLASS A (TWLO) - 0.90%
APPLE INC (AAPL) - 6.76%
#3
TECHNIPFMC PLC (FTI) - 0.82%
MICROSOFT CORP (MSFT) - 4.98%
#4
CURTISS-WRIGHT CORP (CW) - 0.76%
AMAZON.COM INC (AMZN) - 3.78%
#5
CARPENTER TECHNOLOGY CORP (CRS) - 0.75%
ALPHABET INC CLASS C (GOOG) - 3.69%
#6
NVENT ELECTRIC PLC (NVT) - 0.73%
BROADCOM INC (AVGO) - 3.18%
#7
XPO INC (XPO) - 0.73%
ALPHABET INC CLASS A (GOOGL) - 2.25%
#8
ILLUMINA INC (ILMN) - 0.72%
META PLATFORMS INC CLASS A (META) - 1.88%
#9
ATI INC (ATI) - 0.72%
TESLA INC (TSLA) - 1.77%
#10
STERLING INFRASTRUCTURE INC (STRL) - 0.68%
MICRON TECHNOLOGY INC (MU) - 1.75%
#11
UNITED THERAPEUTICS CORP (UTHR) - 0.68%
ELI LILLY AND CO (LLY) - 1.31%
#12
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.66%
ADVANCED MICRO DEVICES INC (AMD) - 1.29%
#13
WOODWARD INC (WWD) - 0.63%
JPMORGAN CHASE & CO (JPM) - 1.19%
#14
MKS INC (MKSI) - 0.61%
VISA INC CLASS A (V) - 1.00%
#15
EVERPURE INC CLASS A (P) - 0.60%
CISCO SYSTEMS INC (CSCO) - 0.80%
#16
FABRINET (FN) - 0.60%
INTEL CORP (INTC) - 0.75%
#17
BURLINGTON STORES INC (BURL) - 0.59%
EXXON MOBIL CORP (XOM) - 0.74%
#18
MASTEC INC (MTZ) - 0.59%
LAM RESEARCH CORP (LRCX) - 0.73%
#19
RELIANCE INC (RS) - 0.59%
APPLIED MATERIALS INC (AMAT) - 0.70%
#20
TD SYNNEX CORP (SNX) - 0.58%
JOHNSON & JOHNSON (JNJ) - 0.69%
#21
CARLISLE COMPANIES INC (CSL) - 0.39%
CATERPILLAR INC (CAT) - 0.67%
#22
REINSURANCE GROUP OF AMERICA INC (RGA) - 0.39%
COSTCO WHOLESALE CORP (COST) - 0.66%
#23
GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39%
ORACLE CORP (ORCL) - 0.65%
#24
DYCOM INDUSTRIES INC (DY) - 0.39%
ABBVIE INC (ABBV) - 0.64%
#25
EXELIXIS INC (EXEL) - 0.39%
THE GOLDMAN SACHS GROUP INC (GS) - 0.60%
Total Holdings363279

SPMD vs ESGU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPMD
+5.72%
ESGU
+2.69%
3M
SPMD
+13.60%
Winner
ESGU
+13.96%
6M
Winner
SPMD
+14.70%
ESGU
+11.61%
1Y
Winner
SPMD
+27.02%
ESGU
+26.62%
5Y(CAGR)
SPMD
+8.57%
Winner
ESGU
+12.61%
10Y(CAGR)
SPMD
+11.78%
Winner
ESGU
+15.40%
Max(CAGR)
SPMD
+9.93%
Winner
ESGU
+15.40%

SPMD vs ESGU - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSPMDESGU
2026+14.40%+10.96%
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.

The current ESGU drawdown is -0.74%.

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 - Jun 10, 2026

Correlation

Correlation between SPMD and ESGU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2005 - 2026)

SPMD vs ESGU dividend yield comparison.

YearSPMDESGU
20260.28%0.43%
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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