STIP vs ESGU

Comparison between ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF) and ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF).

5-Year PerformanceESGU has outperformed STIP, delivering a return of +12.2% compared to +3.4%

STIP vs ESGU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STIP(ETF)	ESGU(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.03%	0.15%
Max Drawdown	10.26%	33.87%
Sharpe Ratio	0.46	1.98
5Y Beta	-0.00	0.99
P/E Ratio	N/A	29.33
Forward P/E	N/A	21.93
PEG Ratio	N/A	0.44
5Y Dividends CAGR	22.62%	11.07%
5Y EPS CAGR	N/A	28.79%
Debt to Equity	N/A	20.24%
P/S Ratio	N/A	3.32
P/B Ratio	N/A	5.64

Net Assets

STIP

$15B

Winner

ESGU

$15B

Expense Ratio

Winner

STIP

0.03%

ESGU

0.15%

Max Drawdown

Winner

STIP

10.26%

ESGU

33.87%

Sharpe Ratio

STIP

0.46

Winner

ESGU

1.98

5Y Beta

Winner

STIP

-0.00

ESGU

0.99

P/E Ratio

STIP

N/A

ESGU

29.33

Forward P/E

STIP

N/A

ESGU

21.93

PEG Ratio

STIP

N/A

ESGU

0.44

5Y Dividends CAGR

Winner

STIP

22.62%

ESGU

11.07%

5Y EPS CAGR

STIP

N/A

ESGU

28.79%

Debt to Equity

STIP

N/A

ESGU

20.24%

P/S Ratio

STIP

N/A

ESGU

3.32

P/B Ratio

STIP

N/A

ESGU

5.64

STIP vs ESGU - Historical Returns

Returns include dividend reinvestment.

Period	STIP	ESGU
1 month	+0.80%	+9.09%
3 months	+1.37%	+6.58%
6 months	+2.17%	+9.72%
1 year	+4.56%	+31.44%
5 years(CAGR)	+3.43%	+12.16%
10 years(CAGR)	+3.20%	+15.23%
Max(CAGR)	+2.41%	+15.23%

STIP

+0.80%

Winner

ESGU

+9.09%

STIP

+1.37%

Winner

ESGU

+6.58%

STIP

+2.17%

Winner

ESGU

+9.72%

STIP

+4.56%

Winner

ESGU

+31.44%

5Y(CAGR)

STIP

+3.43%

Winner

ESGU

+12.16%

10Y(CAGR)

STIP

+3.20%

Winner

ESGU

+15.23%

Max(CAGR)

STIP

+2.41%

Winner

ESGU

+15.23%

STIP vs ESGU - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	STIP	ESGU
2026	+1.96%	+7.82%
2025	+5.96%	+17.06%
2024	+4.84%	+25.17%
2023	+4.59%	+26.27%
2022	-2.92%	-20.66%
2021	+5.58%	+28.59%
2020	+5.02%	+21.43%
2019	+4.87%	+32.20%
2018	+0.52%	-4.52%
2017	+0.75%	+21.07%
2016	+2.66%	+1.79%
2015	-0.19%	N/A
2014	-1.27%	N/A
2013	-1.75%	N/A
2012	+2.10%	N/A
2011	+4.36%	N/A
2010	+0.22%	N/A

STIP vs ESGU Drawdown Comparison

The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.

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

The current STIP drawdown is -0.06%.

Rank	STIP	ESGU
#1	-5.49% Mar 11, 2022 - Dec 14, 2023	-33.87% Feb 19, 2020 - Aug 4, 2020
#2	-5.29% Mar 5, 2020 - May 29, 2020	-26.14% Dec 27, 2021 - Dec 27, 2023
#3	-3.85% Sep 14, 2012 - Apr 13, 2017	-19.62% Sep 20, 2018 - Apr 12, 2019
#4	-2.00% Nov 17, 2021 - Feb 28, 2022	-19.32% Jan 23, 2025 - Jun 26, 2025
#5	-1.61% Aug 1, 2011 - Nov 4, 2011	-9.68% Sep 2, 2020 - Nov 11, 2020
#6	-1.01% Nov 7, 2011 - Jan 27, 2012	-9.52% Jan 26, 2018 - Jul 25, 2018
#7	-0.98% Mar 9, 2012 - Aug 31, 2012	-9.26% Jan 28, 2026 - Apr 15, 2026
#8	-0.98% Apr 13, 2017 - Sep 7, 2017	-8.56% Jul 16, 2024 - Sep 19, 2024
#9	-0.97% Feb 1, 2011 - Feb 22, 2011	-6.71% Apr 30, 2019 - Jun 20, 2019
#10	-0.95% Apr 3, 2025 - Apr 28, 2025	-5.82% Jul 26, 2019 - Oct 25, 2019
#11	-0.88% Aug 24, 2018 - Jan 30, 2019	-5.45% Mar 28, 2024 - May 14, 2024
#12	-0.84% Apr 30, 2025 - Jun 26, 2025	-5.38% Sep 2, 2021 - Oct 20, 2021
#13	-0.76% Sep 24, 2024 - Jan 15, 2025	-5.13% Oct 29, 2025 - Dec 10, 2025
#14	-0.69% Mar 17, 2026 - Apr 13, 2026	-4.98% Feb 12, 2021 - Mar 15, 2021
#15	-0.69% Dec 6, 2010 - Jan 3, 2011	-4.54% Nov 16, 2021 - Dec 27, 2021

Correlation

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

0.99

-101

Dividend Comparison (2010 - 2026)

STIP vs ESGU dividend yield comparison.

Year	STIP	ESGU
2026	0.76%	0.23%
2025	4.11%	0.99%
2024	2.62%	1.18%
2023	2.84%	1.43%
2022	6.04%	1.58%
2021	4.15%	1.06%
2020	1.40%	1.27%
2019	2.06%	1.32%
2018	2.44%	1.73%
2017	1.59%	1.82%
2016	0.89%	0.00%
2014	0.74%	0.00%
2013	0.31%	0.00%
2012	1.05%	0.00%
2011	2.47%	0.00%
2010	0.07%	0.00%